Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, Americas, Asia, and internationally. Its solutions include discretionary mandates, investment advisory mandates, securities execution and advisory, foreign exchange and precious metals, family office services, Lombard lending, structured products, global custody, real estate advisory and financing, and wealth planning. It also operates an open product and service platform. Julius Bär Gruppe AG was founded in 1890 and is headquartered in Zurich, Switzerland.

Raymond Bar

Julius Bär Gruppe AG

Migros Bank provides banking services primarily for individuals, including accounts, mortgages, loans, and investment options, self-described as focusing on customer needs.

Migros Bank

Valartis Group AG provides financial services in Switzerland, Europe, and Russia. The company provides corporate finance, and merger and acquisition advisory services, such as consulting activities for listed and unlisted medium-sized companies. It is also involved in real estate project management and equity investments. The company was founded in 1988 and is headquartered in Fribourg, Switzerland. Valartis Group AG is a subsidiary of MCG Holding SA.

Valartis Group AG

Zurich Invest Ltd offers investment services, particularly focused on asset management for public and private sector pension funds, institutional customers, and private customers. It emphasizes sustainability in its investment strategies.

Metric
Company Name	Julius Bär Gruppe AG	Migros Bank	Valartis Group AG	Zurich Invest Ltd
Symbol	BAER		VLRT
MSH ID	COM:JULIUSBAER	CH:MIGROSBANK	CH:VALARTISGROUP	CH:ZURICHINVEST
Market	STOCKS	PRIVATE	STOCKS	PRIVATE
Sector		Financial Services & Finance		Financial Services & Finance
Industry		Banking		Investment Management
Country	CH	CH	CH	CH
Stage
Employee Count	6.89K		38
Website	juliusbaer.com	migrosbank.ch	valartisgroup.ch	zurichinvest.ch
LinkedIn			valartis-group
Founders

Metric
Market Cap	112.16M		37.21M
Enterprise Value
Monthly Web Traffic		9.02K	178
Web Traffic Growth		-0.16	-0.82
Valuation
Raised Capital

Metric
Revenue	6.66B	8.20M
Revenue (LTM)
Revenue (NTM)
Gross Profit	3.18B	6.28M
EBITDA	-170.30M	1.09M
Operating Income	756.57M	590.48K
Net Income	517.52M	-4.07M
EPS	2.52	-1.23
Diluted EPS	2.52	-1.23
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin	0.71	0.80
Operating Profit Margin	0.12	0.07
EBITDA Margin	-0.03	0.13
Net Profit Margin	0.08	1.03
Return on Equity	0.07	0.08
Return on Assets	0.00	0.05
Return on Capital Employed	0.01	0.00

COM:JULIUSBAER

Julius Baer Group Ltd

Last Close

56.30

25/11 09:25

Market Cap

98.39M

Beta: -

Volume Today

161.44K

Avg: -

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio	10.53	6.32
P/B Ratio	1.59	0.41
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio	2.32	5.60
EV Multiple	416.39	5.42K

Metric
Days Sales Outstanding	175.07	2.09K
Days Payables Outstanding
Days Inventory Outstanding
Operating Cycle		1.22K
Cash Conversion Cycle	-312.07	1.22K
Asset Turnover	0.06	0.07

Metric
Operating Cash Flow	2.60B	5.62M
Free Cash Flow	2.33B	4.12M
Cash Flow to Debt	0.40	0.23
Operating Cash Flow/Sales	0.53	0.93
Free Cash Flow Yield	-0.21	-0.10

Metric
Cash & Equivalents	18.49B	2.96M
Accounts Receivable	1.08B
Inventory
Goodwill	1.96B	1.46M
Debt to Capitalization	0.79	0.32
Debt to Assets	0.03	0.01
Current Ratio	523.29	129.10
Quick Ratio	20.02	2.71

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue
R&D to Revenue
SG&A to Revenue	0.14	0.06