Julius Baer Gruppe AG's book value per share for the quarter that ended in Dec. 2025 was CHF35.26.
During the past 12 months, Julius Baer Gruppe AG's average Book Value Per Share Growth Rate was 5.80% per year.
During the past 3 years, the average Book Value Per Share Growth Rate was 5.00% per year.
During the past 5 years, the average Book Value Per Share Growth Rate was 2.70% per year.
During the past 10 years, the average Book Value Per Share Growth Rate was 3.80% per year.
Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the book value growth rate using book value per share data.
During the past 13 years, the highest 3-Year average Book Value Per Share Growth Rate of Julius Baer Gruppe AG was 7.70% per year. The lowest was -33.00% per year. And the median was 3.05% per year.
During the past 13 years, the highest P/B Ratio of Julius Baer Gruppe AG was 2.46. The lowest was 0.99. And the median was 1.78.
Warning Sign:
Julius Baer Gruppe AG stock PB Ratio (=2.07) is close to 5-year high of 2.22.
Julius Baer Gruppe AG (XSWX:BAER) Book Value per Share Explanation
Usually a company's book value and Tangible Book per Share may not reflect its true value. The assets may be carried on the balance sheets at the original cost minus depreciation. This may underestimate the true economic values of the assets. It also may over-estimate their true economic value because the assets can become obsolete.
For financial companies such as banks and insurance companies, their assets may be reported in current market value of the assets owned. Book values of financial companies are more accurate indicator of the economic value of the company.
Julius Baer Gruppe AG Book Value per Share Related Terms
Julius Baer Gruppe AG Book Value per Share Historical Data
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The historical data trend for Julius Baer Gruppe AG's Book Value per Share can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
XSWX:BAER vs BLK, BX, KKR: Book Value per Share Comparison
For the Asset Management subindustry, Julius Baer Gruppe AG's PB Ratio, along with its competitors' market caps and PB Ratio data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Julius Baer Gruppe AG PB Ratio vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Julius Baer Gruppe AG's PB Ratio distribution charts can be found below:
* The bar in red indicates where Julius Baer Gruppe AG's PB Ratio falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
What does a Book Value per Share of CHF35.26 mean?
Julius Baer Gruppe AG (XSWX:BAER) has a Book Value per Share of CHF35.26 as of Dec. 2025. Book value per share gives the per-share value of a company's stockholder equity. View historical data on Julius Baer Gruppe AG and its competitors.
Is Julius Baer Gruppe AG's Book Value per Share too high?
Julius Baer Gruppe AG's current Book Value per Share is CHF35.26. Overall, Julius Baer Gruppe AG has a GF Score™ of 74/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Julius Baer Gruppe AG's Book Value per Share compare to BLK and BX?
Julius Baer Gruppe AG's Book Value per Share of CHF35.26 can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Book Value per Share for an Asset Management company?
A good Book Value per Share depends on the Asset Management industry context. However, Book Value per Share should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Book Value per Share mean?
A high Book Value per Share can signal that a stock is expensive relative to its fundamentals. Book value per share gives the per-share value of a company's stockholder equity. View historical data on Julius Baer Gruppe AG and its competitors. Julius Baer Gruppe AG's current Book Value per Share is CHF35.26. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Julius Baer Gruppe AG stock overvalued right now?
Based on GuruFocus' analysis, Julius Baer Gruppe AG (XSWX:BAER) is currently considered Modestly Overvalued. The stock's GF Value™ is CHF61.25, compared to a current price of CHF73.92 — trading 20.7% above its estimated fair value. The current Book Value per Share is CHF35.26. Julius Baer Gruppe AG's overall GF Score™ is 74/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Book Value per Share calculated?
Book Value per Share is calculated from a company's financial statements. For Julius Baer Gruppe AG (XSWX:BAER), the current Book Value per Share is CHF35.26 as of Dec. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Julius Baer Gruppe AG (XSWX:BAER) Overvalued in 2026?
Based on GuruFocus' analysis, Julius Baer Gruppe AG stock appears to be overvalued.
The current stock price of CHF73.92 is trading 20.7% above its estimated GF Value™ of CHF61.25.
GuruFocus considers Julius Baer Gruppe AG to be Modestly Overvalued.
Key valuation signals for XSWX:BAER:
Book Value per Share: CHF35.26
GF Value™: CHF61.25 vs. price of CHF73.92 (20.7% above fair value)
No single metric tells the full story. See the XSWX:BAER stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Julius Baer was founded in 1890 and expanded significantly in 2005 when it acquired three Swiss private banks and Global Asset Management from its far larger Swiss rival, UBS. In 2009, Baer spun off GAM as a separately listed firm. The acquisition of Merrill Lynch's wealth management operations outside of the US in 2012 increased Baer's assets under management by 40% and increased its footprint outside of Europe. Julius Baer is currently the largest pure-play private bank globally Baer provides private banking services principally to individuals in Switzerland and Europe and increasingly in Asia and other emerging markets.
74GF Score
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