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| Metrics | Range | Conclusion |
|---|---|---|
| Selected LTM Pb Multiple | 0.9x - 1.0x | 1.0x |
| Historical Pb Multiple | 0.4x - 0.9x | 0.8x |
| Fair Value | €6.76 - €7.47 | €7.12 |
| Upside | 7.3% - 18.6% | 12.9% |
| Benchmarks | - | Full Ticker |
| Julius Bär Gruppe AG | - | SWX:BAER |
| FirstRand Limited | - | JSE:FSR |
| Macquarie Group Limited | - | ASX:MQG |
| Vontobel Holding AG | - | OTCPK:VONH.F |
| GFH Financial Group BSC | - | KWSE:GFH |
| Investec Group | - | DB:IVKA |
| Select Price / Book Ratio | ||||||||
| Benchmark Companies | ||||||||
| BAER | FSR | MQG | VONH.F | GFH | IVKA | |||
| SWX:BAER | JSE:FSR | ASX:MQG | OTCPK:VONH.F | KWSE:GFH | DB:IVKA | |||
| Historical Net Income Growth | ||||||||
| 5Y CAGR | 17.1% | 4.8% | 6.3% | 1.2% | 12.2% | 30.4% | ||
| 3Y CAGR | -1.9% | 12.6% | -7.7% | -10.7% | 12.1% | 9.3% | ||
| Latest Twelve Months | 125.1% | 4.9% | 5.8% | 23.9% | 14.6% | 3.4% | ||
| Historical Net Income Profit Margin | ||||||||
| 5 Year Average Margin | 21.2% | 30.2% | 24.1% | 19.9% | 19.7% | 40.8% | ||
| Prior Fiscal Year | 14.0% | 30.4% | 20.0% | 16.4% | 14.7% | 31.5% | ||
| Latest Fiscal Year | 26.5% | 30.1% | 20.7% | 18.7% | 14.1% | 31.2% | ||
| Latest Twelve Months | 26.5% | 30.7% | 20.7% | 18.7% | 14.3% | 31.2% | ||
| Return on Equity | ||||||||
| 5 Year Average Margin | 12.3% | 17.5% | 13.7% | 13.4% | 8.9% | 9.8% | ||
| Prior Fiscal Year | 7.3% | 19.9% | 10.2% | 10.4% | 10.4% | 12.0% | ||
| Latest Twelve Months | 15.7% | 18.5% | 10.4% | 12.3% | 13.1% | 11.5% | ||
| Next Fiscal Year | 11.9% | 19.3% | 11.6% | 12.7% | 14.4% | 12.6% | ||
| Two Fiscal Years Forward | 13.7% | 19.6% | 12.2% | 13.3% | 14.1% | 13.0% | ||
| Current Trading Multiples | ||||||||
| Price / LTM Sales | 2.9x | 3.1x | 4.7x | 2.6x | 1.6x | 2.3x | ||
| Price / LTM EPS | 11.1x | 10.2x | 22.5x | 14.0x | 11.4x | 7.5x | ||
| Price / Book | 1.7x | 1.8x | 2.3x | 1.7x | 1.5x | 0.8x | ||
| Price / Fwd Book | 1.6x | 1.8x | 2.2x | 1.4x | 1.3x | 0.8x | ||
| Low | Mid | High | ||||||
| Benchmark P/B Ratio | 1.5x | 1.7x | 2.3x | |||||
| Historical P/B Ratio | 0.4x | 0.8x | 0.9x | |||||
| Selected P/B Multiple | 0.9x | 1.0x | 1.0x | |||||
| (x) Book Value | 5,528 | 5,528 | 5,528 | |||||
| Equity Value | |||||||
| Benchmark Companies | |||||||
| (in millions) | BAER | FSR | MQG | VONH.F | GFH | IVKA | |
| Value of Common Equity | 11,304 | 403,297 | 80,686 | 3,095 | 1,352 | 4,668 | |
| (/) Shares Outstanding | 204.9 | 5,594.4 | 364.6 | 55.7 | 3,828.9 | 852.7 | |
| Implied Stock Price | 55.18 | 72.09 | 221.28 | 55.56 | 0.35 | 5.47 | |
| FX Conversion Rate to Trading Currency | 1.00 | 1.00 | 1.00 | 0.80 | 3.27 | 0.87 | |
| Implied Stock Price (Trading Cur) | 55.18 | 72.09 | 221.28 | 69.62 | 0.11 | 6.30 | |
| Trading Currency | CHF | ZAR | AUD | USD | KWD | EUR | |
| FX Rate to Reporting Currency | 1.00 | 1.00 | 1.00 | 0.80 | 3.27 | 0.87 | |