Switch theme
Sign up to access all valuation multiples
Julius Baer was founded in 1890 and expanded significantly in 2005 when it acquired three Swiss private banks and global Asset Management from its far larger Swiss rival, UBS. In 2009, Baer spun off GAM as a separately listed firm. The acquisition of Merrill Lynch's wealth management operations outside of the US in 2012 increased Baer's assets under management by 40% and increased its footprint outside of Europe. Julius Baer is currently the largest pure-play private bank globally Baer provides private banking services principally to individuals in Switzerland and Europe and increasingly in Asia and other emerging markets.
1890
7.6K+
LTM Revenue $4.4B
LTM EBITDA n/a
$15.8B
Benchmark forward-looking revenue and EBITDA valuation multiples across generative AI, climate tech, semiconductors, online marketplaces, vertical SaaS and 220 more verticals.
Julius Baer has a last 12-month revenue of $4.4B and a last 12-month EBITDA of n/a.
In the most recent fiscal year, Julius Baer achieved revenue of $4.4B and an EBITDA of n/a.
Julius Baer expects next 12-month revenue of XXX and NTM EBITDA of XXX
See Julius Baer valuation multiples based on analyst estimates| FY 2023 | FY 2024 | FY 2025 | LTM | NTM | |
|---|---|---|---|---|---|
| Revenue | $4.4B | $4.4B | XXX | XXX | XXX |
| Gross Profit | n/a | n/a | XXX | XXX | XXX |
| Gross Margin | NaN% | NaN% | XXX | XXX | XXX |
| EBITDA | n/a | n/a | XXX | XXX | XXX |
| EBITDA Margin | NaN% | NaN% | XXX | XXX | XXX |
| Net Profit | $1.1B | $513M | XXX | XXX | XXX |
| Net Margin | 25% | 12% | XXX | XXX | XXX |
| Net Debt | n/a | n/a | XXX | XXX | XXX |
Financial data powered by Morningstar, Inc.
As of April 15, 2025, Julius Baer's stock price is CHF 48 (or $55).
Julius Baer has current market cap of CHF 9.9B (or $11.2B), and EV of CHF 13.9B (or $15.8B).
See Julius Baer trading valuation data| EV | Market Cap | Price 1D | Price 1M | Price 3M | Price 12M | EPS |
|---|---|---|---|---|---|---|
| $15.8B | $11.2B | XXX | XXX | XXX | XXX | $5.64 |
Sign up to access valuation multiples like growth-adjusted P/E, next 12-month EV/Revenue, EBITDA multiples by industry and many more
Sign UpAs of April 15, 2025, Julius Baer has market cap of $11.2B and EV of $15.8B.
Julius Baer's trades at 3.6x LTM EV/Revenue multiple, and n/a LTM EBITDA.
Analysts estimate Julius Baer's 2025E EV/Revenue multiple at XXX and 2025E EV/EBITDA multiple at XXX
See valuation multiples for Julius Baer and 10K+ public comps| FY 2024 | FY 2025E | FY 2026E | FY 2027E | |
|---|---|---|---|---|
| EV | $15.8B | XXX | XXX | XXX |
| EV/Revenue | 3.6x | XXX | XXX | XXX |
| EV/EBITDA | n/a | XXX | XXX | XXX |
| P/E | 9.7x | XXX | XXX | XXX |
| P/E/Growth | 1.7x | XXX | XXX | XXX |
| EV/FCF | 7.4x | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc. and Morningstar, Inc.
Access all public comps and forward-looking valuation multiples like EV/Revenue in 2025, based on equity research analyst estimates.
Sign UpJulius Baer's NTM/LTM revenue growth is 6%
Julius Baer's revenue per employee for the last fiscal year averaged $0.6M, while opex per employee averaged $0.4M for the same period.
Over next 12 months, Julius Baer's ratio of sales and marketing spend to revenue is estimated to be XXX , while its R&D spend to revenue to be XXX .
Analysts estimate Julius Baer's 2025E EV/Revenue multiple at XXX and 2025E EV/EBITDA multiple at XXX
See operational valuation multiples for Julius Baer and other 10K+ public comps| FY 2024 | NTM | FY 2025E | FY 2026E | FY 2027E | |
|---|---|---|---|---|---|
| Revenue Growth | 1% | XXX | XXX | XXX | XXX |
| EBITDA Margin | n/a | XXX | XXX | XXX | XXX |
| EBITDA Growth | n/a | XXX | XXX | XXX | XXX |
| Rule of 40 (SaaS-only) | n/a | XXX | XXX | XXX | XXX |
| Revenue per Employee | $0.6M | XXX | XXX | XXX | XXX |
| Opex per Employee | $0.4M | XXX | XXX | XXX | XXX |
| S&M Expenses to Revenue | 5% | XXX | XXX | XXX | XXX |
| G&A Expenses to Revenue | 0% | XXX | XXX | XXX | XXX |
| R&D Expenses to Revenue | n/a | XXX | XXX | XXX | XXX |
| Opex to Revenue | 73% | XXX | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc. and Morningstar, Inc.
Benchmark public comps and private revenue and EBITDA valuation multiples across GRC software, cloud infrastructure, DevOps, online marketplaces and so much more!
| EV/Revenue | EV/EBITDA | |||||
|---|---|---|---|---|---|---|
| 2025E | 2026E | 2027E | 2025E | 2026E | 2027E | |
| Investcorp Capital | XXX | XXX | XXX | XXX | XXX | XXX |
| Waha Capital | XXX | XXX | XXX | XXX | XXX | XXX |
| ASR Nederland | XXX | XXX | XXX | XXX | XXX | XXX |
| CVC Capital Partners | XXX | XXX | XXX | XXX | XXX | XXX |
| Eurocommercial Props | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc.
Julius Baer acquired XXX companies to date.
Last acquisition by Julius Baer was XXXXXXXX, XXXXX XXXXX XXXXXX . Julius Baer acquired XXXXXXXX for XXX (EV/Revenue multiple of XXX ).
See M&A valuation multiples| Acquired Company | EV | EV/Revenue | EV/EBITDA |
|---|---|---|---|
| XXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXX | XXX | XXX | XXX |
Sign up to see revenue and EBITDA valuation multiples for 60K+ M&A deals.
Sign Up| When was Julius Baer founded? | Julius Baer was founded in 1890. |
| Where is Julius Baer headquartered? | Julius Baer is headquartered in Switzerland. |
| How many employees does Julius Baer have? | As of today, Julius Baer has 7.6K+ employees. |
| Is Julius Baer publicy listed? | Yes, Julius Baer is a public company listed on SWX. |
| What is the stock symbol of Julius Baer? | Julius Baer trades under BAER ticker. |
| When did Julius Baer go public? | Julius Baer went public in 2009. |
| Who are competitors of Julius Baer? | Similar companies to Julius Baer include e.g. Investcorp Capital, Waha Capital, ASR Nederland, CVC Capital Partners. |
| What is the current market cap of Julius Baer? | Julius Baer's current market cap is $11.2B |
| What is the current revenue of Julius Baer? | Julius Baer's last 12-month revenue is $4.4B. |
| What is the current EV/Revenue multiple of Julius Baer? | Current revenue multiple of Julius Baer is 3.6x. |
| What is the current revenue growth of Julius Baer? | Julius Baer revenue growth between 2023 and 2024 was 1%. |
| Is Julius Baer profitable? | Yes, Julius Baer is EBITDA-positive (as of the last 12 months). |
Get access to always up-to-date, precisely categorized 70K+ public and private valuation multiples, across tech and beyond.
