Daniel J. Sauter of Julius Baer in top quartile of Large MCap Chairmen Scorecard for past year 14 December 2019

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.

PermID: 34413434898

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.

BAERShare Price (CHF)Market Capitalisation (CHF)Market Capitalisation (USD)
Last48.4410.8 billion11 billion
1 Year ago36.638.5 billion8.5 billion
2 Years ago54.112.8 billion12.9 billion
3 Years ago42.3510.3 billion10.1 billion
Apr 15, 201546.0611.7 billion12.1 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%.

BAERClose (CHF)Dividends (CHF)Capital Gain / (Loss) %% YieldAnnual Return %
Dec 1247.641.529.84.133.9
1 Yr ago36.711.4(32.0)2.6(29.4)
2 Yrs ago54.011.226.62.829.4
3 Yrs ago42.661.15.92.78.7
4 Yrs ago40.2712.52.55.0

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

PV10001-week1-month1-year
BAER.SIX1,0391,0031,343
Swiss Market Index SMI Price Index1,0081,0111,179

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-Month3-Month1-Year
BAER3.97.632.2
Financials sector3.84.921.2
Swiss Market Index SMI Price Index1.94.418.4

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.

BAERRevenue GrowthEPS GrowthOperating MarginROE
20183.63.726.512.2
2017-14.427.312.2
2016-416.4-11.7
2015--67.3-2.5

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.

DescriptionAnnual (CHF M)Annual ($US M)5-year Avg (CHF M)5-year Avg ($US M)5-year CAGR %
Total Revenue3,367.83,418.63,168.93,216.79.8
EBITDA2,770.52,812.31,433.41,45551.7
Operating Profit893.9907.4688.9699.328.6
Net Profit735.4746.5512.4520.131.4

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%.

DescriptionAnnual5-year Avg
Operating Profit Margin26.538.0
Net Profit Margin21.830.3
Return on Equity12.29.1
Return on Assets0.70.5
Return on Capital Employed0.90.9

5.4 High Performance Indicators and rank of Julius Baer in the Swiss market:

DescriptionBAER ValueRank In Swiss Market
EBITDA Margin %82.3In Top 4%
Turnover in QuarterCHF2.3 billion (US$2.4 billion)In Top 9%
Price Change %2.3In Top Quartile
Price/MAP501.05In Top Quartile

SECTION 6 JULIUS BAER GRUPPE AG GLOBAL RANK (Swiss:BAER):

6.1 Global Rank

Global Rank [out of 47,197 stocks]

DescriptionValueRankQuartile
MCap (US$)9.9B1,415Top
Total Assets (US$)103.2B522Top
Revenue (US$)3.4B3,053Top
Net Profit (US$)737.8M1,422Top
Return on Equity %12.29,971Top
Net Profit Margin %21.85,403Top
Price to Book3.228,290Third
Price Earnings13.19,926Top
Yield %3.49,681Top
PV$1000 (1Year) US$*1,03617,032Second
US$* Change (1Year) %0.517,552Second
Rel Strength 6 Mo (US$)7113,787Second

* 1 year ago CHF 1 = USD 1.01

Oct 14, 2019: CHF 1 equals USD 1.0041

ISIN: CH0102484968

Julius Baer Gruppe AG

PermID: 4296618369

Source: www.BuySellSignals.com