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| Trend | Peers | Company |
|---|---|---|
| Is return on equity increasing? | Yes | No |
| Is net profit margin increasing? | Yes | Yes |
| Is asset turnover increasing? | Yes | No |
| Is equity multiplier increasing? | No | Yes |
| Competitors Used |
|---|
| Julius Bär Gruppe AG |
| UBS Group AG |
| Deutsche Bank Aktiengesellschaft |
| FirstRand Limited |
| Vontobel Holding AG |
| Return on Equity Benchmarks | ||||||||
| Comparable Companies | ||||||||
| BAER | UBSG | 0H7D | FST | VONH.F | 4M4 | |||
| Return On Equity | ||||||||
| Latest Twelve Months | 16% | 6% | 4% | 18% | 12% | 11% | ||
| Fiscal Year - 1 | 7% | 38% | 6% | 20% | 10% | 10% | ||
| Fiscal Year - 2 | 15% | 13% | 7% | 20% | 11% | 16% | ||
| Fiscal Year - 3 | 16% | 12% | 3% | 18% | 19% | 18% | ||
| Fiscal Year - 4 | 11% | 12% | 0% | 12% | 13% | 14% | ||
| Fiscal Year - 5 | 8% | 8% | -9% | 23% | 14% | 14% | ||
| Average | 12% | 15% | 2% | 19% | 13% | 14% | ||
| Median | 13% | 12% | 4% | 19% | 13% | 14% | ||
| Benchmarks | Ticker | |||||||
| Julius Bär Gruppe AG | SWX:BAER | |||||||
| UBS Group AG | SWX:UBSG | |||||||
| Deutsche Bank Aktiengesellschaft | LSE:0H7D | |||||||
| FirstRand Limited | NMSE:FST | |||||||
| Vontobel Holding AG | OTCPK:VONH.F | |||||||
| Financial Performance | ||||||||
| Comparable Companies | ||||||||
| (in millions) | BAER | UBSG | 0H7D | FST | VONH.F | 4M4 | ||
| Latest Fiscal Year | Dec-24 | Dec-24 | Dec-24 | Jun-24 | Dec-24 | Mar-25 | ||
| LTM Period | Dec-24 | Mar-25 | Mar-25 | Dec-24 | Dec-24 | Mar-25 | ||
| Revenues | ||||||||
| Latest Twelve Months | 3,861 | 47,760 | 28,977 | 129,566 | 1,422 | 17,303 | ||
| Fiscal Year | 3,861 | 48,029 | 28,263 | 126,953 | 1,422 | 17,303 | ||
| Fiscal Year - 1 | 3,240 | 39,614 | 27,376 | 119,356 | 1,310 | 16,915 | ||
| Fiscal Year - 2 | 3,853 | 34,177 | 25,985 | 107,562 | 1,285 | 19,141 | ||
| Fiscal Year - 3 | 3,858 | 35,613 | 24,896 | 94,913 | 1,536 | 17,403 | ||
| Fiscal Year - 4 | 3,583 | 32,386 | 22,236 | 80,197 | 1,266 | 12,920 | ||
| Fiscal Year - 5 | 3,383 | 28,927 | 22,441 | 95,765 | 1,262 | 12,328 | ||
| Net Income | ||||||||
| Latest Twelve Months | 1,022 | 5,022 | 3,338 | 39,759 | 266 | 3,715 | ||
| Fiscal Year | 1,022 | 5,085 | 2,792 | 38,191 | 266 | 3,715 | ||
| Fiscal Year - 1 | 454 | 27,366 | 4,274 | 36,331 | 215 | 3,385 | ||
| Fiscal Year - 2 | 950 | 7,630 | 5,046 | 32,761 | 230 | 5,015 | ||
| Fiscal Year - 3 | 1,082 | 7,457 | 2,002 | 26,743 | 374 | 4,559 | ||
| Fiscal Year - 4 | 698 | 6,557 | 146 | 17,021 | 243 | 2,916 | ||
| Fiscal Year - 5 | 465 | 4,304 | (5,720) | 30,211 | 251 | 2,636 | ||
| Total Assets | ||||||||
| Latest Fiscal Quarter Prior | 96,786 | 1,607,120 | 1,330,785 | 2,335,508 | 29,146 | 403,404 | ||
| Latest Fiscal Quarter | 105,072 | 1,543,363 | 1,416,847 | 2,543,044 | 32,861 | 445,221 | ||
| Fiscal Year | 105,072 | 1,565,028 | 1,387,177 | 2,369,339 | 32,861 | 445,221 | ||
| Fiscal Year - 1 | 96,786 | 1,716,924 | 1,312,331 | 2,298,039 | 29,146 | 403,404 | ||
| Fiscal Year - 2 | 105,644 | 1,104,364 | 1,336,788 | 1,999,569 | 30,509 | 387,872 | ||
| Fiscal Year - 3 | 116,306 | 1,117,182 | 1,323,993 | 1,870,013 | 32,398 | 399,176 | ||
| Fiscal Year - 4 | 109,137 | 1,125,765 | 1,324,961 | 1,926,539 | 31,422 | 245,653 | ||
| Fiscal Year - 5 | 102,035 | 972,194 | 1,297,674 | 1,669,062 | 26,240 | 255,802 | ||
| Fiscal Year - 6 | 102,898 | 958,489 | 1,348,137 | 1,532,289 | 26,037 | 197,757 | ||
| Common Equity | ||||||||
| Latest Fiscal Quarter Prior | 6,161 | 85,260 | 74,077 | 205,250 | 2,092 | 33,481 | ||
| Latest Fiscal Quarter | 6,827 | 87,185 | 80,000 | 224,830 | 2,231 | 35,356 | ||
| Fiscal Year | 6,827 | 85,079 | 77,826 | 212,943 | 2,231 | 35,356 | ||
| Fiscal Year - 1 | 6,161 | 85,624 | 73,054 | 194,146 | 2,092 | 33,481 | ||
| Fiscal Year - 2 | 6,287 | 56,876 | 70,537 | 171,907 | 2,019 | 33,155 | ||
| Fiscal Year - 3 | 6,734 | 60,662 | 66,333 | 158,743 | 2,069 | 28,561 | ||
| Fiscal Year - 4 | 6,426 | 59,445 | 60,598 | 143,255 | 1,892 | 22,048 | ||
| Fiscal Year - 5 | 6,180 | 54,501 | 60,522 | 135,888 | 1,813 | 21,063 | ||
| Fiscal Year - 6 | 6,040 | 52,928 | 67,170 | 122,275 | 1,704 | 17,761 | ||