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During the past 12 months, Julius Baer Gruppe AG's average Free Cash Flow per Share Growth Rate was 17.20% 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 average Free Cash Flow per Share growth rate.
During the past 13 years, the highest 3-Year average Free Cash Flow per Share Growth Rate of Julius Baer Gruppe AG was 38.80% per year. The lowest was -205.00% per year. And the median was -12.10% per year.
Julius Baer Gruppe AG (XSWX:BAER) 3-Year FCF Growth Rate Explanation
Free Cash Flow per Share is the amount of Free Cash Flow per outstanding share of the company's stock. Free Cash Flow is considered one of the most important parameters to measure a company's earnings power by value investors because it is not subject to estimates of Depreciation, Depletion and Amortization (DDA). However, when we look at the Free Cash Flow, we should look from a long term perspective, because any year's Free Cash Flow can be drastically affected by the spending on Property, Plant, & Equipment (PPE) of the business in that year. Over the long term, Free Cash Flow should give pretty good picture on the real earnings power of the company. It's used in the calculation of Forward Rate of Return (Yacktman) %.
Julius Baer Gruppe AG 3-Year FCF Growth Rate Related Terms
XSWX:BAER vs BLK, BX, KKR: 3-Year FCF Growth Rate Comparison
For the Asset Management subindustry, Julius Baer Gruppe AG's 3-Year FCF Growth Rate, along with its competitors' market caps and 3-Year FCF Growth Rate 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 3-Year FCF Growth Rate vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Julius Baer Gruppe AG's 3-Year FCF Growth Rate distribution charts can be found below:
* The bar in red indicates where Julius Baer Gruppe AG's 3-Year FCF Growth Rate falls into.
Julius Baer Gruppe AG 3-Year FCF Growth Rate Calculation
This is the 3-year average growth rate of Free Cash Flow per Share. The growth rate is calculated using exponential compounding based on the latest four year annual data.
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 average Free Cash Flow per Share growth rate.
Julius Baer Gruppe AG (XSWX:BAER) has a 3-Year FCF Growth Rate of 0.00% as of Jun. 2026. 3-Year FCF Growth Rate is the 3-year average growth rate of Free Cash Flow per Share. View historical data for Julius Baer Gruppe AG and its competitors. According to the industry distribution chart, Julius Baer Gruppe AG ranks #999999 out of 1005 companies in the Asset Management industry.
Is Julius Baer Gruppe AG's 3-Year FCF Growth Rate too high?
Julius Baer Gruppe AG's current 3-Year FCF Growth Rate is 0.00%. Based on the distribution chart, Julius Baer Gruppe AG ranks #999999 out of 1005 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Julius Baer Gruppe AG has a GF Score™ of 73/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Julius Baer Gruppe AG's 3-Year FCF Growth Rate compare to BLK and BX?
According to the Asset Management industry distribution chart, Julius Baer Gruppe AG ranks #999999 out of 1005 companies for 3-Year FCF Growth Rate. This places Julius Baer Gruppe AG in the lower half of its industry. The industry median 3-Year FCF Growth Rate is 5.00. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year FCF Growth Rate for an Asset Management company?
The median 3-Year FCF Growth Rate among Asset Management companies is 5.00, based on 1,005 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year FCF Growth Rate significantly above this median, while those in the bottom quartile fall well below. However, 3-Year FCF Growth Rate 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 3-Year FCF Growth Rate mean?
A high 3-Year FCF Growth Rate can signal that a stock is expensive relative to its fundamentals. 3-Year FCF Growth Rate is the 3-year average growth rate of Free Cash Flow per Share. View historical data for Julius Baer Gruppe AG and its competitors. For the Asset Management industry, the median 3-Year FCF Growth Rate is 5.00 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Julius Baer Gruppe AG's current 3-Year FCF Growth Rate is 0.00%. 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 CHF61.50, compared to a current price of CHF72.30 — trading 17.6% above its estimated fair value. The current 3-Year FCF Growth Rate is 0.00%. Julius Baer Gruppe AG's overall GF Score™ is 73/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year FCF Growth Rate calculated?
3-Year FCF Growth Rate is calculated from a company's financial statements. For Julius Baer Gruppe AG (XSWX:BAER), the current 3-Year FCF Growth Rate is 0.00% as of Jun. 2026. 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 CHF72.30 is trading 17.6% above its estimated GF Value™ of CHF61.50.
GuruFocus considers Julius Baer Gruppe AG to be Modestly Overvalued.
Key valuation signals for XSWX:BAER:
3-Year FCF Growth Rate: 0.00%
GF Value™: CHF61.50 vs. price of CHF72.30 (17.6% 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.
73GF Score
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3-Year FCF Growth Rate is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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