Julius Bär Gruppe AG (JBAXY) Income Statement Analysis

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Complete financial analysis of Julius Bär Gruppe AG (JBAXY) income statement, including revenue, profit margins, EPS and key performance metrics. Get detailed insights into the financial performance of Julius Bär Gruppe AG, a leading company in the Asset Management industry within the Financial Services sector.

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Julius Bär Gruppe AG (JBAXY)

Industry: Asset Management

Sector: Financial Services

Website: https://www.juliusbaer.com

About Julius Bär Gruppe AG

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.

Metric	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005
Revenue	3.24B	3.87B	3.87B	3.62B	3.39B	3.37B	3.25B	2.81B	2.69B	2.53B	2.19B	1.75B	1.75B	1.79B	1.59B	2.94B	3.45B	2.84B	1.50B
Cost of Revenue	2.43B	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Gross Profit	813.40M	3.87B	3.87B	3.62B	3.39B	3.37B	3.25B	2.81B	2.69B	2.53B	2.19B	1.75B	1.75B	1.79B	1.59B	2.94B	3.45B	2.84B	1.50B
Gross Profit Ratio	25.11%	100.00%	100.00%	100.00%	100.00%	100.00%	100.00%	100.00%	100.00%	100.00%	100.00%	100.00%	100.00%	100.00%	100.00%	100.00%	100.00%	100.00%	100.00%
Research & Development	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
General & Administrative	570.70M	534.60M	498.90M	497.40M	521.70M	499.00M	447.90M	419.90M	377.20M	391.90M	433.25M	297.75M	444.25M	376.01M	301.85M	527.18M	552.44M	469.03M	370.53M
Selling & Marketing	2.01B	187.20M	164.20M	153.00M	189.90M	196.50M	182.80M	173.00M	162.20M	168.00M	146.51M	117.70M	0.00	0.00	0.00	0.00	0.00	0.00	0.00
SG&A	2.58B	534.60M	498.90M	497.40M	521.70M	499.00M	447.90M	419.90M	377.20M	391.90M	433.25M	297.75M	444.25M	376.01M	301.85M	527.18M	552.44M	469.03M	370.53M
Other Expenses	0.00	2.24B	2.11B	2.24B	2.30B	1.98B	1.92B	1.68B	2.18B	1.69B	1.51B	1.08B	989.65M	984.12M	809.72M	1.53B	1.65B	1.44B	945.14M
Operating Expenses	2.58B	2.77B	2.60B	2.74B	2.82B	2.48B	2.37B	2.10B	2.56B	2.08B	1.94B	1.38B	1.43B	1.36B	1.11B	2.05B	2.20B	1.91B	1.32B
Cost & Expenses	2.58B	2.77B	2.60B	2.74B	2.82B	2.48B	2.37B	2.10B	2.56B	2.08B	1.94B	1.38B	1.43B	1.36B	1.11B	2.05B	2.20B	1.91B	1.32B
Interest Income	2.59B	1.25B	758.50M	825.20M	1.29B	1.25B	992.30M	844.70M	697.80M	704.20M	597.87M	562.65M	636.64M	519.48M	576.49M	1.10B	1.06B	693.55M	338.63M
Interest Expense	1.75B	425.40M	131.50M	203.40M	500.90M	505.20M	207.40M	166.70M	135.70M	132.17M	90.03M	100.02M	104.01M	64.10M	110.01M	623.79M	735.55M	494.99M	210.74M
Depreciation & Amortization	244.80M	279.50M	237.10M	410.70M	345.10M	162.60M	160.00M	138.20M	219.30M	208.63M	192.43M	169.62M	177.73M	160.38M	120.97M	233.25M	219.65M	220.13M	91.41M
EBITDA	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
EBITDA Ratio	0.00%	46.95%	39.17%	35.24%	27.00%	46.37%	38.25%	37.58%	18.32%	32.01%	24.56%	36.80%	34.26%	36.71%	44.48%	59.32%	63.84%	57.84%	32.63%
Operating Income	655.90M	1.51B	1.26B	845.30M	566.00M	1.40B	1.08B	752.60M	138.80M	470.20M	254.60M	373.61M	422.81M	434.25M	474.56M	885.99M	1.25B	926.23M	188.68M
Operating Income Ratio	20.25%	38.96%	32.55%	23.34%	16.69%	41.50%	33.31%	26.76%	5.16%	18.58%	11.65%	21.39%	24.12%	24.20%	29.92%	30.15%	36.12%	32.64%	12.54%
Total Other Income/Expenses	-142.10M	-426.00M	600.00K	-380.80M	-268.60M	-125.50M	-118.10M	0.00	0.00	-1.00K	0.00	-31.29M	-104.01M	0.00	0.00	-431.73M	0.00	0.00	0.00
Income Before Tax	513.80M	1.08B	1.26B	845.90M	566.20M	893.90M	886.50M	752.60M	138.80M	470.20M	254.60M	373.61M	318.79M	434.25M	474.56M	885.99M	1.25B	926.23M	188.68M
Income Before Tax Ratio	15.86%	27.96%	32.56%	23.36%	16.69%	26.51%	27.27%	26.76%	5.16%	18.58%	11.65%	21.39%	18.19%	24.20%	29.92%	30.15%	36.12%	32.64%	12.54%
Income Tax Expense	60.30M	134.00M	176.10M	147.30M	101.20M	158.60M	170.60M	130.40M	16.30M	102.76M	66.80M	75.71M	60.66M	81.48M	85.27M	224.45M	305.18M	253.82M	43.87M
Net Income	454.00M	949.60M	1.08B	698.00M	464.80M	735.40M	704.80M	619.40M	121.20M	366.20M	187.53M	297.36M	258.14M	352.77M	389.30M	661.54M	939.82M	672.41M	144.81M
Net Income Ratio	14.01%	24.51%	27.99%	19.27%	13.70%	21.81%	21.68%	22.02%	4.51%	14.47%	8.58%	17.02%	14.73%	19.66%	24.54%	22.51%	27.27%	23.69%	9.63%
EPS	2.21	4.56	5.06	3.25	2.14	0.67	0.65	0.57	0.11	0.34	0.18	0.29	0.25	0.33	0.37	0.63	0.85	0.59	0.50
EPS Diluted	2.21	4.56	5.06	3.25	2.14	0.67	0.65	0.57	0.11	0.34	0.18	0.29	0.25	0.33	0.37	0.63	0.85	0.59	0.50
Weighted Avg Shares Out	205.63M	208.31M	213.97M	215.02M	216.97M	1.09B	1.08B	1.09B	1.09B	1.09B	1.07B	1.01B	1.04B	1.05B	1.06B	1.05B	1.10B	1.13B	288.69M
Weighted Avg Shares Out (Dil)	205.64M	208.31M	213.97M	215.02M	217.02M	1.09B	1.08B	1.09B	1.09B	1.09B	1.07B	1.01B	1.04B	1.05B	1.06B	1.05B	1.10B	1.13B	289.95M

Julius Baer Assets Rise as Inflows Accelerate

November 21, 2024wsj.com

The private banking group reported an increase in assets under management as inflows of money from clients in key markets accelerated from the midyear point.

Julius Baer posts growth in net inflows, CEO to begin Jan. 9

November 21, 2024reuters.com

Julius Baer said on Thursday it had registered increased growth in net new money during the July-October period as the Swiss bank said its incoming new CEO Stefan Bollinger would start work on Jan. 9.

Switzerland's Julius Baer looking to sell Brazilian operation, sources say

November 6, 2024reuters.com

Swiss private bank Julius Baer has tapped Goldman Sachs to advise on the sale of its Brazilian operation, according to three people familiar with the matter.

Valuation of U.S. market reflects confidence in benign outcome for the economy: Julius Baer CIO

October 27, 2024youtube.com

Yves Bonzon, chief investment officer at Julius Baer, says the current valuation of the U.S. market reflects the high ray of confidence in a "pretty benign" outcome for the economy over the next few quarters.

Julius Baer CIO tells rich to brace for private market 'hangover phase'

October 16, 2024reuters.com

Clients should be wary of the craze for private markets because the "hangover phase" facing a sector pumped up by low rates and high fees will leave it lagging the returns of public equities, the CIO at Swiss private bank...

Bank Julius Baer: 'no magic bullet' for the ailing Chinese economy

October 14, 2024youtube.com

Bhaskar Laxminarayan of Bank Julius Baer discusses his investment case in China equity amid volatile but upward outlook.

Risk assets will sell down if the Fed doesn't cut by 50 bps, Julius Baer researcher says

September 17, 2024youtube.com

Mark Matthews, head of research Asia at Julius Baer, discusses the outlook for U.S. markets and this week's upcoming Federal Reserve meeting.

Julius Bär Gruppe AG (JBAXY) Q2 2024 Earnings Call Transcript

July 25, 2024seekingalpha.com

Julius Bär Gruppe AG (OTCPK:JBAXY) Q2 2024 Earnings Conference Call July 25, 2024 3:30 AM ET Company Participants Nic Dreckmann - Interim CEO Evangelia Kostakis - CFO Conference Call Participants Kian Abouhossein - JPMorgan Máté Nemes - UBS Anke Reingen...

Swiss private bank Julius Baer H1 profit drops 15%

July 25, 2024reuters.com

Swiss private bank Julius Baer on Thursday reported a 15% drop in profit for first half of 2024, a tumultuous period that saw the exit of its CEO in the wake of the multi-million dollar Signa debacle.