Julius Baer Gruppe AG (MEX:BAERN) Cyclically Adjusted Book per Share: MXN493.32 (As of Dec. 2025)


MEX:BAERN Julius Baer Gruppe AG MEX:BAERN
76 GF Score
Price MXN990.76
GF Value MXN918.74
! 7 Warning Signs
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What is Julius Baer Gruppe AG Cyclically Adjusted Book per Share?

Julius Baer Gruppe AG MEX:BAERN 76 Cyclically Adjusted Book per Share is MXN493.32 as of Dec. 2025. GuruFocus rates MEX:BAERN with a GF Score™ of 76/100 and a GF Value™ of MXN918.74. The stock has 7 warning signs investors should review.

E10 is a concept invented by Prof. Robert Shiller, who uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted Book per Share and the Cyclically Adjusted PB Ratio. The Cyclically Adjusted Book per Share is the average of the inflation adjusted Book Value per Share of a company over the past 10 years.

Julius Baer Gruppe AG's adjusted book value per share data for the fiscal year that ended in Dec. 2025 was MXN796.693. Add all the adjusted book value per share for the past 10 years together and divide the count will get our Cyclically Adjusted Book per Share, which is MXN493.32 for the trailing ten years ended in Dec. 2025.

During the past 12 months, Julius Baer Gruppe AG's average Cyclically Adjusted Book Growth Rate was 3.70% per year. During the past 3 years, the average Cyclically Adjusted Book Growth Rate was 3.60% per year. During the past 5 years, the average Cyclically Adjusted Book Growth Rate was 4.40% per year. During the past 10 years, the average Cyclically Adjusted Book Growth Rate was 3.20% 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 Cyclically Adjusted Book Growth Rate using Cyclically Adjusted Book per Share data.

During the past 13 years, the highest 3-Year average Cyclically Adjusted Book Growth Rate of Julius Baer Gruppe AG was 5.20% per year. The lowest was -9.30% per year. And the median was 4.20% per year.

As of today (2026-06-25), Julius Baer Gruppe AG's current stock price is MXN 990.76. Julius Baer Gruppe AG's Cyclically Adjusted Book per Share for the fiscal year that ended in Dec. 2025 was MXN493.32. Julius Baer Gruppe AG's Cyclically Adjusted PB Ratio of today is 2.01.

During the past 13 years, the highest Cyclically Adjusted PB Ratio of Julius Baer Gruppe AG was 2.90. The lowest was 1.17. And the median was 2.00.


Julius Baer Gruppe AG  (MEX:BAERN) Cyclically Adjusted Book per Share Explanation

If a company grows much fast than inflation, Cyclically Adjusted Book per Share may underestimate the company's equity. Cyclically Adjusted PB Ratio can seem to be too high even the actual PB Ratio is low.

For the Cyclically Adjusted PB Ratio, the book value of the past 10 years are inflation-adjusted and averaged. The result is used for P/B calculation. Since it looks at the average over the last 10 years, the Cyclically Adjusted PB Ratio is also called CAPB Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller. He uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings per share of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PB Ratio. The Cyclically Adjusted Book per Share is the average of the inflation adjusted book value per share of a company over the past 10 years.

Julius Baer Gruppe AG's Cyclically Adjusted PB Ratio of today is calculated as

Cyclically Adjusted PB Ratio=Share Price/Cyclically Adjusted Book per Share
=990.76/493.32
=2.01

* 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.

During the past 13 years, the highest Cyclically Adjusted PB Ratio of Julius Baer Gruppe AG was 2.90. The lowest was 1.17. And the median was 2.00.


Be Aware

Cyclically Adjusted PB Ratio works better for cyclical companies. It gives you a better idea on the company's real book value.


Julius Baer Gruppe AG Cyclically Adjusted Book per Share Related Terms


Julius Baer Gruppe AG Cyclically Adjusted Book per Share Historical Data

* Premium members only.

The historical data trend for Julius Baer Gruppe AG's Cyclically Adjusted Book 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.

Julius Baer Gruppe AG Cyclically Adjusted Book per Share Chart

Julius Baer Gruppe AG Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Cyclically Adjusted Book per Share
Get a 7-Day Free Trial Premium Member Only Premium Member Only 605.49 663.42 786.27 506.02 493.32

Julius Baer Gruppe AG Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
Cyclically Adjusted Book per Share Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 786.27 0.00 506.02 0.00 493.32

MEX:BAERN vs BLK, BX, KKR: Cyclically Adjusted Book per Share Comparison

For the Asset Management subindustry, Julius Baer Gruppe AG's Cyclically Adjusted PB Ratio, along with its competitors' market caps and Cyclically Adjusted 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 Cyclically Adjusted PB Ratio vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Julius Baer Gruppe AG's Cyclically Adjusted PB Ratio distribution charts can be found below:

* The bar in red indicates where Julius Baer Gruppe AG's Cyclically Adjusted PB Ratio falls into.


MEX:BAERN
76GF Score
Julius Baer Gruppe AG MEX:BAERN
Cyclically Adjusted Book per Share is just one metric. See GF Score™, valuation, warning signs, and more.
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Julius Baer Gruppe AG Cyclically Adjusted Book per Share Calculation

E10 is a concept invented by Prof. Robert Shiller, who uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted Book per Share and the Cyclically Adjusted PB Ratio. The Cyclically Adjusted Book per Share is the average of the inflation adjusted Book Value per Share of a company over the past 10 years.

What is Cyclically Adjusted Book per Share? How do we calculate Cyclically Adjusted Book per Share?

Cyclically Adjusted Book per Share is the average of the inflation adjusted Book Value per Share of a company over the past 10 years. Let's use an example to explain.

If we want to calculate the Cyclically Adjusted Book per Share of Wal-Mart (WMT) for Dec. 31, 2010, we need to have the inflation data and the book value per share from 2001 through 2010.

We adjusted the 2001 book value per share data with the total inflation from 2001 through 2010 to the equivalent book value in 2010. If the total inflation from 2001 to 2010 is 40%, and Wal-Mart's book value is $1 a share in 2001, then the 2001's equivalent book value in 2010 is $1.4 a share. If Wal-Mart's book value is $1 again in 2002, and the total inflation from 2002 through 2010 is 35%, then the equivalent 2002 book value in 2010 is $1.35. So on and so forth, you get the equivalent book value per share of past 10 years. Then you add them together and divided the sum by the count to get Cyclically Adjusted Book per Share.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.

For example, Julius Baer Gruppe AG's adjusted Book Value per Share data for the fiscal year that ended in Dec. 2025 was:

Adj_Book=Book Value per Share /CPI of Dec. 2025 (Change)*Current CPI (Dec. 2025)
=796.693/107.1957*107.1957
=796.693

Current CPI (Dec. 2025) = 107.1957.

Julius Baer Gruppe AG Annual Data

Book Value per Share CPI Adj_Book
201612 495.723 99.380 534.712
201712 531.798 100.213 568.853
201812 548.525 100.906 582.716
201912 548.737 101.063 582.034
202012 669.084 100.241 715.507
202112 716.901 101.776 755.081
202212 636.843 104.666 652.234
202312 590.450 106.461 594.524
202412 779.574 107.128 780.066
202512 796.693 107.196 796.693

Add all the adjusted book value per share together and divide the count will get our Cyclically Adjusted Book per Share.

What does a Cyclically Adjusted Book per Share of MXN493.32 mean?
Julius Baer Gruppe AG (MEX:BAERN) has a Cyclically Adjusted Book per Share of MXN493.32 as of Dec. 2025. Cyclically adjusted book value per share represents the company's inflation-adjusted book value per share over a 10-year period. View historical data on Julius Baer Gruppe AG and its competitors.
Is Julius Baer Gruppe AG's Cyclically Adjusted Book per Share too high?
Julius Baer Gruppe AG's current Cyclically Adjusted Book per Share is MXN493.32. Overall, Julius Baer Gruppe AG has a GF Score™ of 76/100, reflecting its overall financial health beyond just this single metric.
How does Julius Baer Gruppe AG's Cyclically Adjusted Book per Share compare to BLK and BX?
Julius Baer Gruppe AG's Cyclically Adjusted Book per Share of MXN493.32 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 Cyclically Adjusted Book per Share for an Asset Management company?
A good Cyclically Adjusted Book per Share depends on the Asset Management industry context. However, Cyclically Adjusted Book 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 Cyclically Adjusted Book per Share mean?
A high Cyclically Adjusted Book per Share can signal that a stock is expensive relative to its fundamentals. Cyclically adjusted book value per share represents the company's inflation-adjusted book value per share over a 10-year period. View historical data on Julius Baer Gruppe AG and its competitors. Julius Baer Gruppe AG's current Cyclically Adjusted Book per Share is MXN493.32. 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?
Julius Baer Gruppe AG (MEX:BAERN) has a current Cyclically Adjusted Book per Share of MXN493.32. The stock's GF Value™ is MXN918.74, compared to a current price of MXN990.76 — trading 7.8% above its estimated fair value. The current Cyclically Adjusted Book per Share is MXN493.32. Julius Baer Gruppe AG's overall GF Score™ is 76/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Cyclically Adjusted Book per Share calculated?
Cyclically Adjusted Book per Share is calculated from a company's financial statements. For Julius Baer Gruppe AG (MEX:BAERN), the current Cyclically Adjusted Book per Share is MXN493.32 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 (MEX:BAERN) Overvalued in 2026?

Based on GuruFocus' analysis, Julius Baer Gruppe AG stock appears to be overvalued. The current stock price of MXN990.76 is trading 7.8% above its estimated GF Value™ of MXN918.74.

Key valuation signals for MEX:BAERN:

  • Cyclically Adjusted Book per Share: MXN493.32
  • GF Value™: MXN918.74 vs. price of MXN990.76 (7.8% above fair value)
  • GF Score™: 76/100 with 7 warning signs

No single metric tells the full story. See the MEX:BAERN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Julius Baer Gruppe AG Business Description

Address Bahnhofstrasse 36, P.O. Box, Zurich, CHE, 8010
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.
76GF Score

Get the complete analysis for MEX:BAERN

Cyclically Adjusted Book per Share is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN990.76
Price
MXN918.74
GF Value