Julius Baer Gruppe AG (MEX:BAERN) Cyclically Adjusted Revenue per Share: MXN280.72 (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 Revenue per Share?

Julius Baer Gruppe AG MEX:BAERN 76 Cyclically Adjusted Revenue per Share is MXN280.72 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 Revenue per Share and the Cyclically Adjusted PS Ratio. The Cyclically Adjusted Revenue per Share is the average of the inflation adjusted Revenue per Share of a company over the past 10 years.

Julius Baer Gruppe AG's adjusted revenue per share data for the fiscal year that ended in Dec. 2025 was MXN448.081. Add all the adjusted revenue per share for the past 10 years together and divide the count will get our Cyclically Adjusted Revenue per Share, which is MXN280.72 for the trailing ten years ended in Dec. 2025.

During the past 12 months, Julius Baer Gruppe AG's average Cyclically Adjusted Revenue Growth Rate was 3.90% per year. During the past 3 years, the average Cyclically Adjusted Revenue Growth Rate was 5.20% per year. During the past 5 years, the average Cyclically Adjusted Revenue Growth Rate was 7.00% per year. During the past 10 years, the average Cyclically Adjusted Revenue Growth Rate was 6.50% 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 Revenue Growth Rate using Cyclically Adjusted Revenue per Share data.

During the past 13 years, the highest 3-Year average Cyclically Adjusted Revenue Growth Rate of Julius Baer Gruppe AG was 8.60% per year. The lowest was -4.50% per year. And the median was 7.20% 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 Revenue per Share for the fiscal year that ended in Dec. 2025 was MXN280.72. Julius Baer Gruppe AG's Cyclically Adjusted PS Ratio of today is 3.53.

During the past 13 years, the highest Cyclically Adjusted PS Ratio of Julius Baer Gruppe AG was 6.23. The lowest was 2.37. And the median was 3.86.


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

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

For the Cyclically Adjusted PS Ratio, the revenue per share of the past 10 years are inflation-adjusted and averaged. The result is used for P/S calculation. Since it looks at the average over the last 10 years, the Cyclically Adjusted PS Ratio is also called CAPS 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 PS Ratio. The Cyclically Adjusted Revenue per Share is the average of the inflation adjusted revenue per share of a company over the past 10 years.

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

Cyclically Adjusted PS Ratio=Share Price/Cyclically Adjusted Revenue per Share
=990.76/280.72
=3.53

* 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 PS Ratio of Julius Baer Gruppe AG was 6.23. The lowest was 2.37. And the median was 3.86.


Be Aware

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


Julius Baer Gruppe AG Cyclically Adjusted Revenue per Share Related Terms


Julius Baer Gruppe AG Cyclically Adjusted Revenue per Share Historical Data

* Premium members only.

The historical data trend for Julius Baer Gruppe AG's Cyclically Adjusted Revenue 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 Revenue per Share Chart

Julius Baer Gruppe AG Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Cyclically Adjusted Revenue per Share
Get a 7-Day Free Trial Premium Member Only Premium Member Only 316.36 359.92 440.13 287.47 280.72

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 Revenue 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 440.13 0.00 287.47 0.00 280.72

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

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

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

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


MEX:BAERN
76GF Score
Julius Baer Gruppe AG MEX:BAERN
Cyclically Adjusted Revenue per Share is just one metric. See GF Score™, valuation, warning signs, and more.
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Julius Baer Gruppe AG Cyclically Adjusted Revenue 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 Revenue per Share and the Cyclically Adjusted PS Ratio. The Cyclically Adjusted Revenue per Share is the average of the inflation adjusted Revenue per Share of a company over the past 10 years.

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

Cyclically Adjusted Revenue per Share is the average of the inflation adjusted Revenue 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 Revenue per Share of Wal-Mart (WMT) for Dec. 31, 2010, we need to have the inflation data and the revenue per share from 2001 through 2010.

We adjusted the 2001 revenue per share data with the total inflation from 2001 through 2010 to the equivalent revenue in 2010. If the total inflation from 2001 to 2010 is 40%, and Wal-Mart's revenue is $1 a share in 2001, then the 2001's equivalent revenue in 2010 is $1.4 a share. If Wal-Mart's revenue is $1 again in 2002, and the total inflation from 2002 through 2010 is 35%, then the equivalent 2002 revenue in 2010 is $1.35. So on and so forth, you get the equivalent revenue per share of past 10 years. Then you add them together and divided the sum by the count to get Cyclically Adjusted Revenue 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 Revenue per Share data for the fiscal year that ended in Dec. 2025 was:

Adj_RevenuePerShare=Revenue per Share /CPI of Dec. 2025 (Change)*Current CPI (Dec. 2025)
=448.081/107.1957*107.1957
=448.081

Current CPI (Dec. 2025) = 107.1957.

Julius Baer Gruppe AG Annual Data

Revenue per Share CPI Adj_RevenuePerShare
201612 261.686 99.380 282.268
201712 298.204 100.213 318.982
201812 306.197 100.906 325.283
201912 300.004 101.063 318.208
202012 377.117 100.241 403.283
202112 402.352 101.776 423.780
202212 389.156 104.666 398.561
202312 369.115 106.461 371.662
202412 443.798 107.128 444.078
202512 448.081 107.196 448.081

Add all the adjusted revenue per share together and divide 10 will get our Cyclically Adjusted Revenue per Share.

What does a Cyclically Adjusted Revenue per Share of MXN280.72 mean?
Julius Baer Gruppe AG (MEX:BAERN) has a Cyclically Adjusted Revenue per Share of MXN280.72 as of Dec. 2025. Cyclically adjusted revenue per share represents the company's inflation-adjusted revenue 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 Revenue per Share too high?
Julius Baer Gruppe AG's current Cyclically Adjusted Revenue per Share is MXN280.72. 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 Revenue per Share compare to BLK and BX?
Julius Baer Gruppe AG's Cyclically Adjusted Revenue per Share of MXN280.72 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 Revenue per Share for an Asset Management company?
A good Cyclically Adjusted Revenue per Share depends on the Asset Management industry context. However, Cyclically Adjusted Revenue 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 Revenue per Share mean?
A high Cyclically Adjusted Revenue per Share can signal that a stock is expensive relative to its fundamentals. Cyclically adjusted revenue per share represents the company's inflation-adjusted revenue 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 Revenue per Share is MXN280.72. 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 Revenue per Share of MXN280.72. 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 Revenue per Share is MXN280.72. 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 Revenue per Share calculated?
Cyclically Adjusted Revenue per Share is calculated from a company's financial statements. For Julius Baer Gruppe AG (MEX:BAERN), the current Cyclically Adjusted Revenue per Share is MXN280.72 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 Revenue per Share: MXN280.72
  • 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 Revenue 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