See more : Cellectis S.A. (CMVLF) Income Statement Analysis – Financial Results
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)
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 |
Exclusive: Regulatory concerns stopped Julius Baer, EFG takeover talks, sources say
Swiss regulatory concerns scuppered talks between private banks Julius Baer and EFG International over a potential tie-up worth some 15 billion Swiss francs ($17 billion), two sources with knowledge of the matter told Reuters.
EFG International shares surge on Julius Baer takeover rumors
Shares in EFG International jumped on Thursday as rumors swirled that Swiss private bank Julius Baer could be on the verge of taking over its Zurich headquartered rival for 4.5 billion Swiss francs ($5 billion).
Julius Baer, EFG stopped takeover talks after initial approach, sources say
Swiss private bank Julius Baer held talks with EFG International about a potential takeover in recent months but the discussions have stopped, people with knowledge of the matter told Reuters.
Julius Baer considering potential takeover of Swiss rival EFG, Bloomberg News reports
Switzerland's private banking group Julius Baer is exploring a potential acquisition of rival EFG International , Bloomberg News reported on Friday, citing people familiar with the matter.
Julius Baer cuts 2023 executive bonuses after Signa losses
Julius Baer cut 2023 bonus payments to its now departed chief executive and other senior managers in the wake of hefty losses the Swiss bank reported from its exposure to collapsed property group Signa.
Julius Baer suffered IT crash last week
Julius Baer suffered an outage that prevented customers and bankers from accessing its systems on Feb. 16, but quickly restored full service, the Swiss bank said on Friday in response to a report by Bloomberg.
Julius Baer: Signa Scandal Presents Attractive Entry
Julius Baer's stock has recently tanked after it revealed it had lent CHF 606 million to a single client, Signa Holding, representing 40% of its private debt loan book. The bank has written off the entire loan against Signa and...
Julius Baer Gruppe AG (JBAXY) Q4 2023 Earnings Call Transcript
Julius Baer Gruppe AG (JBAXY) Q4 2023 Earnings Call Transcript
Julius Baer CEO Rickenbacher set to step down - source
Julius Baer chief executive Philipp Rickenbacher is set to step down, a source with knowledge of the matter said on Wednesday, as the Swiss wealth manager deals with the fallout from its exposure to collapsed property group Signa.
Julius Baer: Benefiting From Credit Suisse Turmoil But Fairly Valued
Julius Baer Group is known for its discretion and lack of scandal compared to its peers in the Swiss financial industry. By catering to ultra-wealthy clients, Julius Baer has seen steady growth in AUM and profits. Looking ahead, Julius Baer...
Source: https://incomestatements.info
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