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Julius Baer Valuation Multiples
Discover revenue and EBITDA valuation multiples for Julius Baer and similar public comparables like Annaly Capital Management, Latour, Sprott Physical Silver, CVC Capital Partners and more.
Julius Baer Overview
About Julius Baer
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.
Founded
1890
HQ
Employees
7.6K
Website
Sectors
Financials (LTM)
EV
$22B
Julius Baer Financials
Julius Baer reported last 12-month revenue of $5B.
In the same LTM period, Julius Baer generated $1B in gross profit and $1B in net income.
Revenue (LTM)
Julius Baer P&L
In the most recent fiscal year, Julius Baer reported revenue of $5B and net income of $977M.
Julius Baer expects next 12-month revenue of XXX and NTM EBITDA of XXX
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Revenue | $5B | XXX | $5B | XXX | XXX | XXX |
| Gross Profit | $1B | XXX | — | XXX | XXX | XXX |
| Gross Margin | 29% | XXX | — | XXX | XXX | XXX |
| EBIT Margin | 29% | XXX | 26% | XXX | XXX | XXX |
| Net Profit | $1B | XXX | $977M | XXX | XXX | XXX |
| Net Margin | 21% | XXX | 19% | XXX | XXX | XXX |
Financial data powered by Morningstar, Inc.
Julius Baer Stock Performance
Julius Baer has current market cap of $17B, and enterprise value of $22B.
Market Cap Evolution
Julius Baer's stock price is $80.66.
| EV | Market Cap | Price 1D | Price 1M | Price 3M | Price 12M | EPS |
|---|---|---|---|---|---|---|
| $22B | $17B | 0.2% | XXX | XXX | XXX | $4.77 |
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Start Free TrialJulius Baer Valuation Multiples
Julius Baer trades at 4.3x EV/Revenue multiple.
EV / Revenue (LTM)
Julius Baer Financial Valuation Multiples
As of April 20, 2026, Julius Baer has market cap of $17B and EV of $22B.
Equity research analysts estimate Julius Baer's 2025E EV/Revenue multiple at XXX and 2025E EV/EBITDA multiple at XXX
Julius Baer has a P/E ratio of 15.2x.
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Market cap (current) | $17B | XXX | $17B | XXX | XXX | XXX |
| EV (current) | $22B | XXX | $22B | XXX | XXX | XXX |
| EV/Revenue | 4.3x | XXX | 4.2x | XXX | XXX | XXX |
| EV/EBIT | 15.0x | XXX | 16.2x | XXX | XXX | XXX |
| EV/Gross Profit | 15.1x | XXX | — | XXX | XXX | XXX |
| P/E | 15.2x | XXX | 16.9x | XXX | XXX | XXX |
| EV/FCF | — | XXX | 17.5x | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc. and Morningstar, Inc.
Verified Julius Baer Valuation Multiples
Access all public comps and forward-looking valuation multiples like EV/Revenue in 2027, based on consensus analyst estimates. Powered by FactSet and Morningstar.
Julius Baer Margins & Growth Rates
Julius Baer's revenue in the last 12 month grew by 9%.
Julius Baer's revenue per employee in the last FY averaged $0.7M, while opex per employee averaged $0.5M for the same period.
Julius Baer Operational Valuation Multiples
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 9% | XXX | 5% | XXX | XXX | XXX |
| Revenue per Employee | — | XXX | $0.7M | XXX | XXX | XXX |
| Opex per Employee | — | XXX | $0.5M | XXX | XXX | XXX |
| S&M Expenses to Revenue | — | XXX | 5% | XXX | XXX | XXX |
| G&A Expenses to Revenue | — | XXX | 0% | XXX | XXX | XXX |
| Opex to Revenue | 72% | XXX | 69% | XXX | XXX | XXX |
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Julius Baer Public Comps
See public comps and valuation multiples for other Asset Management comps.
| EV/Revenue | EV/EBITDA | |||||
|---|---|---|---|---|---|---|
| LTM | 2026E | 2027E | LTM | 2026E | 2027E | |
| Julius Baer | XXX | XXX | XXX | XXX | XXX | XXX |
| Annaly Capital Management | XXX | XXX | XXX | XXX | XXX | XXX |
| Latour | XXX | XXX | XXX | XXX | XXX | XXX |
| Sprott Physical Silver | XXX | XXX | XXX | XXX | XXX | XXX |
| CVC Capital Partners | XXX | XXX | XXX | XXX | XXX | XXX |
| Sprott Physical Gold | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
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Julius Baer M&A Activity
Julius Baer acquired XXX companies to date.
Last acquisition by Julius Baer was on XXXXXXXX, XXXXX. Julius Baer acquired XXXXXXXX for XXX (EV/Revenue multiple of XXX).
Latest Acquisitions by Julius Baer
| Acquired Company | Valuation | EV/Revenue | EV/EBITDA |
|---|---|---|---|
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
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Start Free TrialJulius Baer Investment Activity
Julius Baer invested in XXX companies to date.
Julius Baer made its latest investment on XXXXXXXX, XXXXX. Julius Baer invested in XXXXXXXX for XXX (EV/Revenue multiple of XXX).
Latest Investments by Julius Baer
| Company | Valuation | EV/Revenue | EV/EBITDA |
|---|---|---|---|
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
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Start Free TrialAbout Julius Baer
| 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 over 7K employees. |
| Is Julius Baer publicly listed? | Yes, Julius Baer is a public company listed on SIX Swiss Exchange. |
| 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? | Julius Baer main competitors are Annaly Capital Management, Latour, Sprott Physical Silver, CVC Capital Partners. |
| What is the current market cap of Julius Baer? | Julius Baer's current market cap is $17B. |
| What is the current revenue of Julius Baer? | Julius Baer's last 12 months revenue is $5B. |
| What is the current revenue growth of Julius Baer? | Julius Baer revenue growth (NTM/LTM) is 9%. |
| What is the current EV/Revenue multiple of Julius Baer? | Current revenue multiple of Julius Baer is 4.3x. |
| Is Julius Baer profitable? | Yes, Julius Baer is net-income-positive (as of the last 12 months). |
| What is the current net income of Julius Baer? | Julius Baer's last 12 months net income is $1B. |
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