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| Trend | Peers | Company |
|---|---|---|
| Is return on equity increasing? | Yes | Yes |
| Is net profit margin increasing? | Yes | Yes |
| Is asset turnover increasing? | Yes | No |
| Is equity multiplier increasing? | No | No |
| Competitors Used |
|---|
| Julius Bär Gruppe AG |
| FirstRand Limited |
| Macquarie Group Limited |
| Vontobel Holding AG |
| EFG International AG |
| Return on Equity Benchmarks | ||||||||
| Comparable Companies | ||||||||
| BAER | FSR | MQG | VONH.F | EFGN | IVKA | |||
| Return On Equity | ||||||||
| Latest Twelve Months | 16% | 18% | 11% | 12% | 13% | 12% | ||
| Fiscal Year - 1 | 7% | 20% | 16% | 10% | 13% | 14% | ||
| Fiscal Year - 2 | 15% | 20% | 18% | 11% | 8% | 10% | ||
| Fiscal Year - 3 | 16% | 18% | 14% | 19% | 9% | 5% | ||
| Fiscal Year - 4 | 11% | 12% | 14% | 13% | 7% | 4% | ||
| Fiscal Year - 5 | 8% | 23% | 17% | 14% | 6% | 9% | ||
| Average | 12% | 19% | 15% | 13% | 9% | 9% | ||
| Median | 13% | 19% | 15% | 13% | 9% | 9% | ||
| Benchmarks | Ticker | |||||||
| Julius Bär Gruppe AG | SWX:BAER | |||||||
| FirstRand Limited | JSE:FSR | |||||||
| Macquarie Group Limited | ASX:MQG | |||||||
| Vontobel Holding AG | OTCPK:VONH.F | |||||||
| EFG International AG | SWX:EFGN | |||||||
| Financial Performance | ||||||||
| Comparable Companies | ||||||||
| (in millions) | BAER | FSR | MQG | VONH.F | EFGN | IVKA | ||
| Latest Fiscal Year | Dec-24 | Jun-24 | Mar-24 | Dec-24 | Dec-24 | Mar-24 | ||
| LTM Period | Dec-24 | Dec-24 | Sep-24 | Dec-24 | Dec-24 | Sep-24 | ||
| Revenues | ||||||||
| Latest Twelve Months | 3,861 | 129,566 | 17,235 | 1,422 | 1,497 | 1,956 | ||
| Fiscal Year | 3,861 | 126,953 | 16,915 | 1,422 | 1,497 | 1,911 | ||
| Fiscal Year - 1 | 3,240 | 119,356 | 19,141 | 1,310 | 1,424 | 1,801 | ||
| Fiscal Year - 2 | 3,853 | 107,562 | 17,403 | 1,285 | 1,267 | 1,882 | ||
| Fiscal Year - 3 | 3,858 | 94,913 | 12,920 | 1,536 | 1,258 | 1,482 | ||
| Fiscal Year - 4 | 3,583 | 80,197 | 12,328 | 1,266 | 1,124 | 1,601 | ||
| Fiscal Year - 5 | 3,383 | 95,765 | 12,576 | 1,262 | 1,160 | 1,819 | ||
| Net Income | ||||||||
| Latest Twelve Months | 1,022 | 39,759 | 3,573 | 266 | 302 | 622 | ||
| Fiscal Year | 1,022 | 38,191 | 3,385 | 266 | 302 | 602 | ||
| Fiscal Year - 1 | 454 | 36,331 | 5,015 | 215 | 285 | 705 | ||
| Fiscal Year - 2 | 950 | 32,761 | 4,559 | 230 | 182 | 477 | ||
| Fiscal Year - 3 | 1,082 | 26,743 | 2,916 | 374 | 187 | 234 | ||
| Fiscal Year - 4 | 698 | 17,021 | 2,636 | 243 | 115 | 165 | ||
| Fiscal Year - 5 | 465 | 30,211 | 2,862 | 251 | 94 | 381 | ||
| Total Assets | ||||||||
| Latest Fiscal Quarter Prior | 96,786 | 2,335,508 | 394,594 | 29,146 | 38,586 | 57,254 | ||
| Latest Fiscal Quarter | 105,072 | 2,543,044 | 414,315 | 32,861 | 40,600 | 58,114 | ||
| Fiscal Year | 105,072 | 2,369,339 | 403,404 | 32,861 | 40,600 | 56,626 | ||
| Fiscal Year - 1 | 96,786 | 2,298,039 | 387,872 | 29,146 | 38,586 | 57,892 | ||
| Fiscal Year - 2 | 105,644 | 1,999,569 | 399,176 | 30,509 | 43,538 | 58,888 | ||
| Fiscal Year - 3 | 116,306 | 1,870,013 | 245,653 | 32,398 | 42,143 | 51,450 | ||
| Fiscal Year - 4 | 109,137 | 1,926,539 | 255,802 | 31,422 | 40,637 | 50,558 | ||
| Fiscal Year - 5 | 102,035 | 1,669,062 | 197,757 | 26,240 | 40,985 | 57,724 | ||
| Fiscal Year - 6 | 102,898 | 1,532,289 | 191,325 | 26,037 | 40,161 | 57,494 | ||
| Common Equity | ||||||||
| Latest Fiscal Quarter Prior | 6,161 | 205,250 | 32,651 | 2,092 | 2,217 | 5,107 | ||
| Latest Fiscal Quarter | 6,827 | 224,830 | 32,299 | 2,231 | 2,378 | 5,537 | ||
| Fiscal Year | 6,827 | 212,943 | 33,481 | 2,231 | 2,378 | 5,347 | ||
| Fiscal Year - 1 | 6,161 | 194,146 | 33,155 | 2,092 | 2,217 | 4,721 | ||
| Fiscal Year - 2 | 6,287 | 171,907 | 28,561 | 2,019 | 2,065 | 5,029 | ||
| Fiscal Year - 3 | 6,734 | 158,743 | 22,048 | 2,069 | 2,249 | 4,570 | ||
| Fiscal Year - 4 | 6,426 | 143,255 | 21,063 | 1,892 | 1,701 | 4,158 | ||
| Fiscal Year - 5 | 6,180 | 135,888 | 17,761 | 1,813 | 1,727 | 4,426 | ||
| Fiscal Year - 6 | 6,040 | 122,275 | 16,357 | 1,704 | 1,628 | 4,262 | ||