NEWS BITES - PEOPLE IN BUSINESS
Daniel J. Sauter's performance as Chairman of Julius Baer is ranked in the top quartile of BuySellSignals News Bites' Large MCap performers for the past year; a percentile ranking of 76.0. The shares were up 32.9% in CHF terms for the year ended December 13, 2019. In USD terms the price rise was 31.4%. The present value of CHF1,000 (PV1000) invested on the appointment date of April 15, 2015 at close price of CHF46.06 is CHF1,202, for a capital gain of CHF57 and dividend reinvested of CHF145.
SECTION 1 BIOGRAPHY DANIEL J. SAUTER, CHAIRMAN AND DIRECTOR
Mr. Daniel J. Sauter has been Chairman of the Board of Directors of Julius Baer Gruppe AG since April 11, 2012. Prior to that, he served as Member of the Board of Directors of the Company from 2009 to April 11, 2012. He has also been Member of the Chairman's and Risk Committee and Audit Committee, and Nomination Committee at the Company. He has been Swiss-Certified Banking Specialist since 1983. From 1976 to 1978 he served as Trainee at Gewerbebank. From 1978 till 1981 he was Foreign Exchange Trader at Bank Leu. He joined Glencore International in 1981, serving first as Treasurer and Risk Manager, from 1983 till 1998, and as Chief Financial Officer, from 1989 till 1998. Mr. Sauter served also at Xstrata AG from 1994, serving as Chief Executive Officer from 1995 till 2001. He is Co-Founder of Trinsic AG, where he has been Chairman of the Board of Directors since 2001. He has been Chairman of the Board of Directors of Alpine Select AG since 2001, and of Trinsic AG. Mr. Sauter is also Member of the Board of Directors of Sika Ltd and Model Holding AG.
SECTION 2 JULIUS BAER GRUPPE AG ACTIVITIES
The Julius Baer Group is a leading dedicated wealth manager in Switzerland. The Group, which has roots dating to the nineteenth century, concentrates exclusively on private banking and asset management for private and institutional clients. GAM, a leading global active asset manager.
SECTION 3 OTHER DIRECTORS OF JULIUS BAER GRUPPE AG
Bernhard Hodler, Chief Executive Officer
Daniel J. Sauter, Chairman & Director
Dieter A. Enkelmann, Chief Financial Officer
Gilbert Achermann, Director
Gareth Penny, Director
Andreas Amschwand, Director
Heinrich Baumann, Director
Charles Stonehill, Director
Claire Giraut, Director
Nic Dreckmann, Chief Operating Officer
SECTION 4 JULIUS BAER GRUPPE AG PRICE PERFORMANCE SCORECARD (Swiss:BAER):
4.1 The Past Five Years
Julius Baer increases 21% in 5 years
Julius Baer Gruppe AG (SIX:BAER), has increased CHF8.35 (or 21.3%) in the past five years to close at CHF47.64 today. Compared with the Swiss Market Index SMI Price Index which has risen 15.4% over the same period, this is a relative price increase of 5.9%.
4.2 MCap History:
Market Capitalization has decreased by CHF886.3 million from CHF11.7 billion to CHF10.8 billion since appointment.
|BAER||Share Price (CHF)||Market Capitalisation (CHF)||Market Capitalisation (USD)|
|Last||48.44||10.8 billion||11 billion|
|1 Year ago||36.63||8.5 billion||8.5 billion|
|2 Years ago||54.1||12.8 billion||12.9 billion|
|3 Years ago||42.35||10.3 billion||10.1 billion|
|Apr 15, 2015||46.06||11.7 billion||12.1 billion|
4.3 Moving Annual Return (Past 5 years)
Based on a dynamic start date of 5 years ago, the real rate of return has averaged 9.5%. The Moving Annual Return has been positive in 4 of the last 5 years. An investment a year ago in BAER would have produced a return of 33.9%.
|BAER||Close (CHF)||Dividends (CHF)||Capital Gain / (Loss) %||% Yield||Annual Return %|
|1 Yr ago||36.71||1.4||(32.0)||2.6||(29.4)|
|2 Yrs ago||54.01||1.2||26.6||2.8||29.4|
|3 Yrs ago||42.66||1.1||5.9||2.7||8.7|
|4 Yrs ago||40.27||1||2.5||2.5||5.0|
Close 5 years ago CHF39.29
4.4 Present Value of CHF1000 invested in the past
The present value of CHF1000 invested a year ago is CHF1,343
|Swiss Market Index SMI Price Index||1,008||1,011||1,179|
4.5 Trailing Price Change %
1-Year price change of 32.2% for Julius Baer outperformed the change of 18.4% in the Swiss Market Index SMI Price Index for a relative price change of 13.8%.
|Price Change %||1-Month||3-Month||1-Year|
|Swiss Market Index SMI Price Index||1.9||4.4||18.4|
SECTION 5 JULIUS BAER GRUPPE AG FINANCIALS AND GROWTH PERFORMANCE SCORECARD (Swiss:BAER):
5.1 Key Financials (All figures percent)
EPS Growth has improved from -67.3% in 2015 to 3.7% in 2018 and Return on Equity has improved from 2.5% in 2015 to 12.2% in 2018.
|BAER||Revenue Growth||EPS Growth||Operating Margin||ROE|
5.2 Revenue and Net Profit
In the last 5 years Compound Annual Growth Rate (CAGR) averaged 9.8% for Total Revenue and 31.4% for Net Profit.
|Description||Annual (CHF M)||Annual ($US M)||5-year Avg (CHF M)||5-year Avg ($US M)||5-year CAGR %|
CAGR = Compound Annual Growth Rate
5.3 Performance (All figures in %)
Net Profit Margin 5-year average is 30.3% and Return on Equity 5-year average is 9.1%.
|Operating Profit Margin||26.5||38.0|
|Net Profit Margin||21.8||30.3|
|Return on Equity||12.2||9.1|
|Return on Assets||0.7||0.5|
|Return on Capital Employed||0.9||0.9|
5.4 High Performance Indicators and rank of Julius Baer in the Swiss market:
|Description||BAER Value||Rank In Swiss Market|
|EBITDA Margin %||82.3||In Top 4%|
|Turnover in Quarter||CHF2.3 billion (US$2.4 billion)||In Top 9%|
|Price Change %||2.3||In Top Quartile|
|Price/MAP50||1.05||In Top Quartile|
SECTION 6 JULIUS BAER GRUPPE AG GLOBAL RANK (Swiss:BAER):
6.1 Global Rank
Global Rank [out of 47,197 stocks]
|Total Assets (US$)||103.2B||522||Top|
|Net Profit (US$)||737.8M||1,422||Top|
|Return on Equity %||12.2||9,971||Top|
|Net Profit Margin %||21.8||5,403||Top|
|Price to Book||3.2||28,290||Third|
|PV$1000 (1Year) US$*||1,036||17,032||Second|
|US$* Change (1Year) %||0.5||17,552||Second|
|Rel Strength 6 Mo (US$)||71||13,787||Second|
* 1 year ago CHF 1 = USD 1.01
Oct 14, 2019: CHF 1 equals USD 1.0041
Julius Baer Gruppe AG