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J

Julius Baer Gruppe BAER.SW · CHF

Financials · SIX · 🇨🇭 Switzerland

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70.32

+3.56%

Close of 9 Nov 2026, in CHF

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Reference data, closing prices and charts across 45,000 companies, plus crypto, commodities and currencies.

At a glance

Figures in CHF, from our data supplier.

FY2025

Revenue, before interest expense

CHF 5.92bn

FY2016FY2025

Net income

CHF 763.7m

FY2016FY2025

Total assets

CHF 107.49bn

FY2016FY2025

Shareholders' equity

CHF 7.23bn

FY2016FY2025

Income statement

Fiscal years

FY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016
Revenue, before interest expenseCHF 5.92bnCHF 3.90bnCHF 3.24bnCHF 4.52bnCHF 4.27bnCHF 4.06bnCHF 3.38bnCHF 3.37bnCHF 3.25bnCHF 2.85bn
Operating incomeCHF 937.6mCHF 1.07bnCHF 655.9mCHF 1.30bnCHF 1.42bnCHF 1.23bnCHF 834.9mCHF 1.02bnCHF 1.00bnCHF 855.6m
Net incomeCHF 763.7mCHF 1.02bnCHF 454.0mCHF 949.6mCHF 1.08bnCHF 698.0mCHF 464.8mCHF 735.4mCHF 704.8mCHF 619.4m
Diluted earnings per share3.724.962.204.605.073.252.143.393.232.86

Balance sheet

At each fiscal year end

FY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016
Total assetsCHF 107.49bnCHF 105.07bnCHF 96.79bnCHF 105.64bnCHF 116.31bnCHF 109.14bnCHF 102.04bnCHF 102.90bnCHF 97.92bnCHF 96.21bn
Cash and short-term investmentsCHF 25.19bnCHF 30.06bnCHF 16.22bnCHF 18.91bnCHF 25.80bnCHF 23.06bnCHF 18.57bnCHF 25.63bnCHF 19.62bnCHF 28.27bn
Total liabilitiesCHF 100.26bnCHF 98.24bnCHF 90.62bnCHF 99.35bnCHF 109.56bnCHF 102.70bnCHF 95.85bnCHF 96.86bnCHF 92.06bnCHF 90.85bn
DebtCHF 22.68bnCHF 18.81bnCHF 19.79bnCHF 14.90bnCHF 17.31bnCHF 14.89bnCHF 15.45bnCHF 15.21bnCHF 13.61bnCHF 9.66bn
Shareholders' equityCHF 7.23bnCHF 6.83bnCHF 6.16bnCHF 6.29bnCHF 6.73bnCHF 6.43bnCHF 6.18bnCHF 6.04bnCHF 5.82bnCHF 5.33bn
Shares outstanding206m206m206m207m213m215m217m217m218m217m

Latest quarters

By quarter end

Jun 2026Dec 2025Jun 2025Dec 2024Jun 2024Dec 2023Jun 2023Dec 2022
Revenue, before interest expenseCHF 3.11bnCHF 2.89bnCHF 1.81bnCHF 3.10bnCHF 1.94bnCHF 2.94bnCHF 2.14bnCHF 2.43bn
Operating incomeCHF 813.6mCHF 567.4mCHF 443.3mCHF 458.5mCHF 611.3m−CHF 43.8mCHF 699.8mCHF 712.0m
Net incomeCHF 672.2mCHF 468.4mCHF 295.3mCHF 570.1mCHF 452.0m−CHF 77.8mCHF 531.8mCHF 498.9m
Diluted earnings per share3.272.281.442.772.19-0.382.582.41
Total assetsCHF 116.58bnCHF 107.49bnCHF 104.72bnCHF 105.07bnCHF 100.17bnCHF 96.79bnCHF 100.21bnCHF 105.64bn
Cash and short-term investmentsCHF 7.48bnCHF 7.24bnCHF 13.20bnCHF 30.06bnCHF 20.31bnCHF 16.22bnCHF 16.45bnCHF 16.04bn
DebtCHF 358.1mCHF 20.80bnCHF 18.73bnCHF 5.70bnCHF 14.97bnCHF 13.60bnCHF 14.21bnCHF 17.20bn
Shareholders' equityCHF 7.37bnCHF 7.23bnCHF 6.74bnCHF 6.83bnCHF 6.17bnCHF 6.16bnCHF 6.25bnCHF 6.29bn

Financial ratios

Data as of 2 Oct 2026

FY2025FY2024FY2023FY2022FY2021FY2020
Operating margin15.8%27.5%20.2%28.7%33.2%30.2%
Net margin12.9%26.2%14.0%21.0%25.4%17.2%
Return on equity10.6%15.0%7.4%15.1%16.1%10.9%
Return on assets0.7%1.0%0.5%0.9%0.9%0.6%
Revenue growth52.0%20.3%-28.4%6.0%5.1%20.0%
Earnings growth-25.3%125.1%-52.2%-12.2%55.0%50.2%
Current ratio57.54x0.42x1.45x3.92x4.49x3.37x
Debt to equity0.76x0.79x0.81x1.08x1.37x1.89x
Equity ratio6.7%6.5%6.4%6.0%5.8%5.9%
Interest coverage0.55x0.50x0.37x17.00x23.18x18.56x
Buybacks as a share of market value0.2%0.1%0.2%3.1%0.8%0.9%

Growth per year

Compound annual rate

3 years5 years10 years
Revenue9.4%7.8%8.2%
Operating income-10.3%-5.2%12.2%
Net income-7.0%1.8%20.2%

Average margins

Over each period

1 year3 years5 years10 years
Operating margin20.4%22.5%25.5%25.6%
Net margin18.2%18.1%19.2%18.4%

Valuation history

At each fiscal year end

FY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016
Price to earnings16.811.821.411.712.115.723.310.318.415.8
Price to sales2.23.13.02.53.12.73.22.34.03.4

Dividends and splits

Per share, in the currency the company pays

Paid for 16 years. Last went ex-dividend on 13 Apr 2026.

FY2026FY2025FY2024FY2023FY2022FY2021FY2020FY2019
Paid in the year2.602.602.602.602.600.640.751.50

Sources and methodology

Data on this tab
Our data supplier
Chart on the Overview
TradingView

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