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Julius Baer Gruppe AGXSWX:BAER +0.43%71 Debt-to-Equity is 0.59 as of Dec. 2025, which is 51% above its 10-year median of 0.39. GuruFocus rates XSWX:BAER with a GF Score™ of 71/100 and a GF Value™ of CHF61.41 (Modestly Overvalued). The stock has 7 warning signs investors should review. Among 961 Asset Management companies, Julius Baer Gruppe AG ranks worse than 76.17% on this metric.
A high debt to equity ratio generally means that a company has been aggressive in financing its growth with debt. This can result in volatile earnings as a result of the additional interest expense.
The historical rank and industry rank for Julius Baer Gruppe AG's Debt-to-Equity or its related term are showing as below:
XSWX:BAER'
s Debt-to-Equity Range Over the Past 10 Years
Min: 0.23 Med: 0.39 Max: 0.61
Current: 0.59
During the past 13 years, the highest Debt-to-Equity Ratio of Julius Baer Gruppe AG was 0.61. The lowest was 0.23. And the median was 0.39.
XSWX:BAER's Debt-to-Equity is ranked worse than 76.17% of 961
companies
in the Asset Management industry
Industry Median: 0.21
vs XSWX:BAER: 0.59
Julius Baer Gruppe AG (XSWX:BAER) Debt-to-Equity Explanation
Because a company can increase its ROE % by having more financial leverage, it is important to watch the leverage ratio when investing in high ROE % companies.
Julius Baer Gruppe AG Debt-to-Equity Related Terms
Julius Baer Gruppe AG Debt-to-Equity Historical Data
* Premium members only.
The historical data trend for Julius Baer Gruppe AG's Debt-to-Equity 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: Debt-to-Equity Comparison
For the Asset Management subindustry, Julius Baer Gruppe AG's Debt-to-Equity, along with its competitors' market caps and Debt-to-Equity 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 Debt-to-Equity vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Julius Baer Gruppe AG's Debt-to-Equity distribution charts can be found below:
* The bar in red indicates where Julius Baer Gruppe AG's Debt-to-Equity 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.
Julius Baer Gruppe AG (XSWX:BAER) has a Debt-to-Equity of 0.59 as of Dec. 2025. Debt-to-Equity ratio represents the ratio of total debt to total company equity. View historical data on Julius Baer Gruppe AG and its competitors. This is 51% above median its historical median of 0.39. Over the past decade, Julius Baer Gruppe AG's Debt-to-Equity has ranged from 0.23 to 0.61. According to the industry distribution chart, Julius Baer Gruppe AG ranks #732 out of 961 companies in the Asset Management industry, placing it in the top 76.2%.
Is Julius Baer Gruppe AG's Debt-to-Equity too high?
Julius Baer Gruppe AG's current Debt-to-Equity of 0.59 is 51% above median its 10-year median of 0.39. Over the past 10 years, this metric has ranged from a low of 0.23 to a high of 0.61. The Asset Management industry median Debt-to-Equity is 0.21. Julius Baer Gruppe AG's value of 0.59 is 181% above this industry median. Based on the distribution chart, Julius Baer Gruppe AG ranks #732 out of 961 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 71/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Julius Baer Gruppe AG's Debt-to-Equity compare to BLK and BX?
According to the Asset Management industry distribution chart, Julius Baer Gruppe AG ranks #732 out of 961 companies for Debt-to-Equity. This places Julius Baer Gruppe AG in the lower half of its industry. The industry median Debt-to-Equity is 0.21. Julius Baer Gruppe AG's value of 0.59 is 181% above this benchmark. Historically, Julius Baer Gruppe AG's own Debt-to-Equity has ranged from 0.23 to 0.61 over the past decade. While the company's 10-year median is 0.39 vs. the industry median of 0.21, Julius Baer Gruppe AG has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Debt-to-Equity for an Asset Management company?
The median Debt-to-Equity among Asset Management companies is 0.21, based on 961 companies in the industry. Companies in the top quartile (top 25%) have a Debt-to-Equity significantly above this median, while those in the bottom quartile fall well below. However, Debt-to-Equity should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Julius Baer Gruppe AG's current Debt-to-Equity of 0.59 is 181% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Debt-to-Equity mean?
A high Debt-to-Equity can signal that a stock is expensive relative to its fundamentals. Debt-to-Equity ratio represents the ratio of total debt to total company equity. View historical data on Julius Baer Gruppe AG and its competitors. For the Asset Management industry, the median Debt-to-Equity is 0.21 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Julius Baer Gruppe AG's current Debt-to-Equity is 0.59, which is 51% above median its own 10-year median of 0.39. 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 CHF61.41, compared to a current price of CHF75.04 — trading 22.2% above its estimated fair value. The current Debt-to-Equity is 0.59, which is 51% above median its 10-year median of 0.39 and 181% above the Asset Management industry median of 0.21. Julius Baer Gruppe AG's overall GF Score™ is 71/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Debt-to-Equity calculated?
Debt-to-Equity is calculated from a company's financial statements. For Julius Baer Gruppe AG (XSWX:BAER), the current Debt-to-Equity is 0.59 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 CHF75.04 is trading 22.2% above its estimated GF Value™ of CHF61.41.
GuruFocus considers Julius Baer Gruppe AG to be Modestly Overvalued.
Key valuation signals for XSWX:BAER:
Debt-to-Equity: 0.59 (51% above median its 10-year median of 0.39)
GF Value™: CHF61.41 vs. price of CHF75.04 (22.2% above fair value)
Industry Position: 181% above the Asset Management median (#732 of 961)
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.
71GF Score
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