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Julius Bär Gruppe AG

جودة البيانات: 100%
JBAXY
OTC Financial Services Asset Management
KWD 14.52
▲ KWD 0.58 (4.16%)
القيمة السوقية: 14.88B
مُدرج أيضًا باسم JBARF OTC
نطاق اليوم
KWD 14.38 KWD 14.70
نطاق 52 أسبوعًا
KWD 11.05 KWD 17.70
حجم التداول
6,857
متوسط 50 يوم / 200 يوم
KWD 16.43 / KWD 14.62
الإغلاق السابق
KWD 13.94

تاريخ السعر

الاتجاهات المالية

مقارنة الأقران

مقابل وسيط قطاع Financial Services (854 نظير)

المقياس السهم وسيط القطاع
P/E 20.4 10.3
P/B 2.1 1.1
ROE % 10.4 11.7
Net Margin % 12.9 16.8
Rev Growth 5Y % 9.1 11.7
D/E 1.1 0.5

النقاط الرئيسية

Revenue grew 9.07% annually over 5 years — modest growth
Earnings declined -28.64% over the past year
ROE of 10.37% — decent returns on equity
Negative free cash flow of -140.87M
Revenue growth is accelerating — 1Y growth exceeds 5Y average by 36.07%
Capital efficient — spends only 4.18% of revenue on capex

النمو

Revenue Growth (5Y)
9.07%
Revenue (1Y)45.14%
Earnings (1Y)-28.64%
FCF Growth (3Y)N/A

الجودة

Return on Equity
10.37%
ROIC4.35%
Net Margin12.89%
Op. Margin15.83%

الأمان

Debt / Equity
1.14
Current Ratio57.54
Interest Coverage0.55

التقييم

P/E Ratio
20.40
P/B Ratio2.06
EV/EBITDA17.70
Dividend Yield0.04%

All Fundamental Metrics

Growth
Revenue Growth (1Y) 45.14% Revenue Growth (3Y) 32.14%
Earnings Growth (1Y) -28.64% Earnings Growth (3Y) 26.75%
Revenue Growth (5Y) 9.07% Earnings Growth (5Y) -9.39%
Profitability
Revenue (TTM) 5.66B Net Income (TTM) 729.37M
ROE 10.37% ROA 0.68%
Gross Margin 67.65% Operating Margin 15.83%
Net Margin 12.89% Free Cash Flow (TTM) -140.87M
ROIC 4.35% FCF Growth (3Y) N/A
Safety
Debt / Equity 1.14 Current Ratio 57.54
Interest Coverage 0.55 Dividend Yield 0.04%
Valuation
P/E Ratio 20.40 P/B Ratio 2.06
P/S Ratio 2.63 PEG Ratio -0.60
EV/EBITDA 17.70 Dividend Yield 0.04%
Market Cap 14.88B Enterprise Value 15.85B

Income Statement

Annual, most recent first

Income statement data, annual, most recent first
Metric FY2025 FY2024 FY2023 FY2022 FY2021
Revenue 5.66B 3.90B 3.24B 4.30B 4.00B
Net Income 729.37M 1.02B 454.00M 949.60M 1.08B
EPS (Diluted) 0.71 0.99 0.44 0.91 1.01
Gross Profit 3.83B 3.90B 813.40M 3.85B 3.87B
Operating Income 895.45M 1.07B 655.90M 1.30B 1.26B

Balance Sheet

Annual, most recent first

Balance sheet data, annual, most recent first
Metric FY2025 FY2024 FY2023 FY2022 FY2021
Total Assets 107.61B 105.07B 96.79B 105.64B 116.31B
Total Liabilities 100.37B 98.24B 90.62B 99.35B 109.56B
Shareholders' Equity 7.24B 6.83B 6.16B 6.29B 6.73B
Total Debt 8.22B 20.60B 6.05B 14.05B 16.87B
Cash & Equivalents 7.25B 13.78B 13.54B 18.91B 25.80B
Current Assets 25.22B 13.78B 16.22B 32.50B 39.96B
Current Liabilities 438.30M 73.97B 11.21B 8.30B 8.91B