Financials: Julius Baer Gruppe AG (BAER.VX)

BAER.VX on Virt-X Level 1

53.45CHF
31 Jul 2015
Change (% chg)

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Prev Close
CHF53.45
Open
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Day's High
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Day's Low
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Volume
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Avg. Vol
713,314
52-wk High
CHF54.55
52-wk Low
CHF33.77

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Revenue & Earnings Per Share

Consensus Estimates Analysis

  # of Estimates Mean High Low 1 Year Ago
SALES (in millions)
Year Ending Dec-15 20 2,774.46 2,982.00 2,513.33 2,771.01
Year Ending Dec-16 20 2,923.06 3,166.00 2,678.00 2,992.39
Earnings (per share)
Year Ending Dec-15 19 3.19 3.62 2.12 3.17
Year Ending Dec-16 20 3.58 4.24 2.68 3.70
LT Growth Rate (%) 4 18.02 28.20 13.70 18.20

Sales and Earnings Figures in U.S. Dollars (USD)

Valuation Ratios

  Company industry sector
P/E Ratio (TTM) 51.61 13.81 17.39
P/E High - Last 5 Yrs. 49.72 16.47 23.30
P/E Low - Last 5 Yrs. 24.52 10.92 11.25
Beta 1.35 1.43 1.41
Price to Sales (TTM) 3.93 4.62 5.63
Price to Book (MRQ) 2.41 2.67 2.59
Price to Tangible Book (MRQ) 4.62 2.71 2.69
Price to Cash Flow (TTM) 26.59 11.21 14.24
% Owned Institutions -- 0.25 0.44

Dividends

  Company industry sector
Dividend Yield 1.87 2.28 2.19
Dividend Yield - 5 Year Avg 1.69 1.97 1.91
Dividend 5 Year Growth Rate 20.67 17.61 17.06
Payout Ratio(TTM) 0.00 4.59 6.04

Growth Rates

  Company industry sector
Sales (MRQ) vs Qtr. 1 Yr. Ago 11.88 18.01 19.50
Sales (TTM) vs TTM 1 Yr. Ago 13.20 22.45 22.15
Sales - 5 Yr. Growth Rate 6.23 14.03 13.42
EPS (MRQ) vs Qtr. 1 Yr. Ago -78.06 6.94 9.98
EPS (TTM) vs TTM 1 Yr. Ago -11.10 -- --
EPS - 5 Yr. Growth Rate -1.80 22.27 21.97
Capital Spending - 5 Yr. Growth Rate 4.29 33.19 31.41

Financial Strength

  Company industry sector
Quick Ratio (MRQ) -- 0.00 0.09
Current Ratio (MRQ) -- 0.00 2.74
LT Debt to Equity (MRQ) 21.76 24.84 29.54
Total Debt to Equity (MRQ) 21.76 54.92 60.23
Interest Coverage (TTM) -- 0.05 23.06

Profitability Ratios

  Company industry sector
Gross Margin (TTM) -- 0.22 4.62
Gross Margin - 5 Yr. Avg. -- 0.20 4.56
EBITD Margin (TTM) 18.95 -- --
EBITD - 5 Yr. Avg 26.69 56.62 53.27
Operating Margin (TTM) 9.46 43.90 43.84
Operating Margin - 5 Yr. Avg. -- 45.80 42.12
Pre-Tax Margin (TTM) 9.46 44.09 44.85
Pre-Tax Margin - 5 Yr. Avg. 16.19 45.89 42.44
Net Profit Margin (TTM) 7.51 34.68 35.89
Net Profit Margin - 5 Yr. Avg. 12.76 35.69 32.80
Effective Tax Rate (TTM) 20.67 21.61 21.52
Effective Tax Rate - 5 Yr. Avg. 21.18 22.51 22.63

Efficiency

  Company industry sector
Revenue/Employee (TTM) -- 844,496 44,042,730
Net Income/Employee (TTM) -- 122,366 21,312,910
Receivable Turnover (TTM) -- 0.00 10,268.48
Inventory Turnover (TTM) -- 0.00 1.30
Asset Turnover (TTM) -- 0.00 0.02

Management Effectiveness

  Company industry sector
Return on Assets (TTM) 0.30 2.84 3.06
Return on Assets - 5 Yr. Avg. 0.50 2.79 2.95
Return on Investment (TTM) -- 0.00 0.87
Return on Investment - 5 Yr. Avg. -- 0.01 0.81
Return on Equity (TTM) 4.50 22.52 21.47
Return on Equity - 5 Yr. Avg. 6.19 24.69 23.24
  1 Year 3 Year 5 Year
Sales % 21.45 7.00 6.23
EPS (TTM) % 94.54 10.55 -1.80
Dividend % 66.67 19.49 20.67
Note: Units in Millions of US Dollars

Performance for Julius Baer Gruppe AG

Period %
Actual
% vs.
S&P 500
Rank In
Industry
Industry
Rank
4 Week 1.23 -4.30 99 12
13 Week 8.24 4.21 99 12
26 Week 42.15 26.42 99 14
52 Week 37.94 23.05 99 16
YTD 16.68 11.18 99 13
Note:: Rank is a percentile that ranges from 0 to 99, with 99 = best.

Institutional Holders

% Shares Owned: 54.95%
# of Holders: 244
Total Shares Held: 122,984,094
3 Mo. Net Change: -11,115,202
# New Positions: 6
# Closed Positions: 1
# Increased Positions: 54
# Reduced Positions: 32
# Net Buyers: 22
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