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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 $4.7B
Last FY EBITDA n/a
$18.2B
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Julius Baer has a last 12-month revenue (LTM) of $4.7B and a last 12-month EBITDA of n/a.
In the most recent fiscal year, Julius Baer achieved revenue of $4.7B 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| LTM | NTM | Last FY | FY 2025 | FY 2026 | FY 2027 | |
|---|---|---|---|---|---|---|
| Revenue | $4.7B | XXX | $4.7B | XXX | XXX | XXX |
| Gross Profit | $1.3B | XXX | n/a | XXX | XXX | XXX |
| Gross Margin | 28% | XXX | n/a | XXX | XXX | XXX |
| EBITDA | n/a | XXX | n/a | XXX | XXX | XXX |
| EBITDA Margin | n/a | XXX | n/a | XXX | XXX | XXX |
| EBIT | $1.3B | XXX | n/a | XXX | XXX | XXX |
| EBIT Margin | 28% | XXX | n/a | XXX | XXX | XXX |
| Net Profit | $1.2B | XXX | $1.2B | XXX | XXX | XXX |
| Net Margin | 25% | XXX | 26% | XXX | XXX | XXX |
| Net Debt | XXX | XXX | n/a | XXX | XXX | XXX |
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As of May 30, 2025, Julius Baer's stock price is CHF 54 (or $65).
Julius Baer has current market cap of CHF 11.1B (or $13.3B), and EV of CHF 15.1B (or $18.2B).
See Julius Baer trading valuation data| EV | Market Cap | Price 1D | Price 1M | Price 3M | Price 12M | EPS |
|---|---|---|---|---|---|---|
| $18.2B | $13.3B | XXX | XXX | XXX | XXX | $5.70 |
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Start Free TrialAs of May 30, 2025, Julius Baer has market cap of $13.3B and EV of $18.2B.
Julius Baer's trades at 3.9x EV/Revenue multiple, and n/a EV/EBITDA.
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 11.5x.
See valuation multiples for Julius Baer and 12K+ public comps| LTM | NTM | Last FY | FY 2025 | FY 2026 | FY 2027 | |
|---|---|---|---|---|---|---|
| Market cap (current) | $13.3B | XXX | $13.3B | XXX | XXX | XXX |
| EV (current) | $18.2B | XXX | $18.2B | XXX | XXX | XXX |
| EV/Revenue | 3.9x | XXX | 3.9x | XXX | XXX | XXX |
| EV/EBITDA | n/a | XXX | n/a | XXX | XXX | XXX |
| EV/EBIT | 14.0x | XXX | n/a | XXX | XXX | XXX |
| EV/Gross Profit | 13.8x | XXX | n/a | XXX | XXX | XXX |
| P/E | 11.5x | XXX | 10.8x | XXX | XXX | XXX |
| EV/FCF | n/a | XXX | 8.1x | XXX | XXX | XXX |
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Access all public comps and forward-looking valuation multiples like EV/Revenue in 2025, based on equity research analyst estimates.
Start Free TrialJulius Baer's last 12 month revenue growth is 4%
Julius Baer's revenue per employee in the last FY averaged $0.6M, while opex per employee averaged $0.4M for the same period.
Julius Baer's rule of 40 is unknown (metric relevant for SaaS companies only, counted as combined revenue growth rate and EBITDA margin).
Julius Baer's rule of X is unknown (created by Bessemer, rule of X is another metric relevant for SaaS companies only, ~1.5x stronger vs. the traditional Rule of 40, counted as revenue growth rate multiplied by 2.5 plus EBITDA margin).
See operational valuation multiples for Julius Baer and other 12K+ public comps| LTM | NTM | Last FY | FY 2025 | FY 2026 | FY 2027 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 4% | XXX | 4% | XXX | XXX | XXX |
| EBITDA Margin | n/a | XXX | n/a | XXX | XXX | XXX |
| EBITDA Growth | n/a | XXX | n/a | XXX | XXX | XXX |
| Rule of 40 | n/a | XXX | n/a | XXX | XXX | XXX |
| Bessemer Rule of X | XXX | XXX | n/a | XXX | XXX | XXX |
| Revenue per Employee | XXX | XXX | $0.6M | XXX | XXX | XXX |
| Opex per Employee | XXX | XXX | $0.4M | XXX | XXX | XXX |
| S&M Expenses to Revenue | XXX | XXX | 5% | XXX | XXX | XXX |
| G&A Expenses to Revenue | XXX | XXX | n/a | XXX | XXX | XXX |
| R&D Expenses to Revenue | XXX | XXX | n/a | XXX | XXX | XXX |
| Opex to Revenue | XXX | XXX | 73% | XXX | XXX | XXX |
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| 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 |
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Start Free Trial| 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 $13.3B |
| What is the current revenue of Julius Baer? | Julius Baer's last 12 months revenue is $4.7B. |
| What is the current revenue growth of Julius Baer? | Julius Baer revenue growth (NTM/LTM) is 4%. |
| What is the current EV/Revenue multiple of Julius Baer? | Current revenue multiple of Julius Baer is 3.9x. |
| Is Julius Baer profitable? | Yes, Julius Baer is EBITDA-positive (as of the last 12 months). |
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