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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 | Yes |
| Is equity multiplier increasing? | Yes | No |
| Competitors Used |
|---|
| UBS Group AG |
| Julius Bär Gruppe AG |
| EFG International AG |
| Vontobel Holding AG |
| Macquarie Group Limited |
| Return on Equity Benchmarks | ||||||||
| Comparable Companies | ||||||||
| 0UB1 | JGE1 | E2S1 | VONN | 4M4 | DBKGn | |||
| Return On Equity | ||||||||
| Latest Twelve Months | 6% | 16% | 13% | 12% | 11% | 4% | ||
| Fiscal Year - 1 | 38% | 7% | 13% | 10% | 16% | 6% | ||
| Fiscal Year - 2 | 13% | 15% | 8% | 11% | 18% | 7% | ||
| Fiscal Year - 3 | 12% | 16% | 9% | 19% | 14% | 3% | ||
| Fiscal Year - 4 | 12% | 11% | 7% | 13% | 14% | 0% | ||
| Fiscal Year - 5 | 8% | 8% | 6% | 14% | 17% | -9% | ||
| Average | 15% | 12% | 9% | 13% | 15% | 2% | ||
| Median | 12% | 13% | 9% | 13% | 15% | 3% | ||
| Benchmarks | Ticker | |||||||
| UBS Group AG | DB:0UB1 | |||||||
| Julius Bär Gruppe AG | DB:JGE1 | |||||||
| EFG International AG | DB:E2S1 | |||||||
| Vontobel Holding AG | SWX:VONN | |||||||
| Macquarie Group Limited | DB:4M4 | |||||||
| Financial Performance | ||||||||
| Comparable Companies | ||||||||
| (in millions) | 0UB1 | JGE1 | E2S1 | VONN | 4M4 | DBKGn | ||
| Latest Fiscal Year | Dec-24 | Dec-24 | Dec-24 | Dec-24 | Mar-24 | Dec-24 | ||
| LTM Period | Dec-24 | Dec-24 | Dec-24 | Dec-24 | Sep-24 | Dec-24 | ||
| Revenues | ||||||||
| Latest Twelve Months | 48,029 | 3,861 | 1,497 | 1,422 | 17,235 | 28,263 | ||
| Fiscal Year | 48,029 | 3,861 | 1,497 | 1,422 | 16,915 | 28,263 | ||
| Fiscal Year - 1 | 39,614 | 3,240 | 1,424 | 1,310 | 19,141 | 27,376 | ||
| Fiscal Year - 2 | 34,177 | 3,853 | 1,267 | 1,285 | 17,403 | 25,985 | ||
| Fiscal Year - 3 | 35,613 | 3,858 | 1,258 | 1,536 | 12,920 | 24,896 | ||
| Fiscal Year - 4 | 32,386 | 3,583 | 1,124 | 1,266 | 12,328 | 22,236 | ||
| Fiscal Year - 5 | 28,927 | 3,383 | 1,160 | 1,262 | 12,576 | 22,441 | ||
| Net Income | ||||||||
| Latest Twelve Months | 5,085 | 1,022 | 302 | 266 | 3,573 | 2,792 | ||
| Fiscal Year | 5,085 | 1,022 | 302 | 266 | 3,385 | 2,792 | ||
| Fiscal Year - 1 | 27,366 | 454 | 285 | 215 | 5,015 | 4,274 | ||
| Fiscal Year - 2 | 7,630 | 950 | 182 | 230 | 4,559 | 5,046 | ||
| Fiscal Year - 3 | 7,457 | 1,082 | 187 | 374 | 2,916 | 2,002 | ||
| Fiscal Year - 4 | 6,557 | 698 | 115 | 243 | 2,636 | 146 | ||
| Fiscal Year - 5 | 4,304 | 465 | 94 | 251 | 2,862 | (5,720) | ||
| Total Assets | ||||||||
| Latest Fiscal Quarter Prior | 1,716,924 | 96,786 | 38,586 | 29,146 | 394,594 | 1,312,331 | ||
| Latest Fiscal Quarter | 1,565,028 | 105,072 | 40,600 | 32,861 | 414,315 | 1,387,177 | ||
| Fiscal Year | 1,565,028 | 105,072 | 40,600 | 32,861 | 403,404 | 1,387,177 | ||
| Fiscal Year - 1 | 1,716,924 | 96,786 | 38,586 | 29,146 | 387,872 | 1,312,331 | ||
| Fiscal Year - 2 | 1,104,364 | 105,644 | 43,538 | 30,509 | 399,176 | 1,336,788 | ||
| Fiscal Year - 3 | 1,117,182 | 116,306 | 42,143 | 32,398 | 245,653 | 1,323,993 | ||
| Fiscal Year - 4 | 1,125,765 | 109,137 | 40,637 | 31,422 | 255,802 | 1,324,961 | ||
| Fiscal Year - 5 | 972,194 | 102,035 | 40,985 | 26,240 | 197,757 | 1,297,674 | ||
| Fiscal Year - 6 | 958,489 | 102,898 | 40,161 | 26,037 | 191,325 | 1,348,137 | ||
| Common Equity | ||||||||
| Latest Fiscal Quarter Prior | 85,624 | 6,161 | 2,217 | 2,092 | 32,651 | 73,054 | ||
| Latest Fiscal Quarter | 85,079 | 6,827 | 2,378 | 2,231 | 32,299 | 77,826 | ||
| Fiscal Year | 85,079 | 6,827 | 2,378 | 2,231 | 33,481 | 77,826 | ||
| Fiscal Year - 1 | 85,624 | 6,161 | 2,217 | 2,092 | 33,155 | 73,054 | ||
| Fiscal Year - 2 | 56,876 | 6,287 | 2,065 | 2,019 | 28,561 | 70,537 | ||
| Fiscal Year - 3 | 60,662 | 6,734 | 2,249 | 2,069 | 22,048 | 66,333 | ||
| Fiscal Year - 4 | 59,445 | 6,426 | 1,701 | 1,892 | 21,063 | 60,598 | ||
| Fiscal Year - 5 | 54,501 | 6,180 | 1,727 | 1,813 | 17,761 | 60,522 | ||
| Fiscal Year - 6 | 52,928 | 6,040 | 1,628 | 1,704 | 16,357 | 67,170 | ||