Think of Enterprise Value as the theoretical takeover price. It is more comprehensive than market capitalization (Market Cap), which only includes common equity. Enterprise Value is calculated as the market cap plus debt and minority interest and preferred shares, minus total cash, cash equivalents, and marketable securities.
EV-to-EBIT is calculated as Enterprise Value divided by its EBIT. This ratio does not apply to banks.
EV-to-EBITDA is calculated as Enterprise Value divided by its EBITDA. This ratio does not apply to banks.
*** Please note that the current Enterprise Value is calculated using the current market capitalization and the most recently available financial data. If key financial fields—Long-Term Debt & Capital Lease Obligation and Short-Term Debt & Capital Lease Obligation—are recorded as null in the latest reporting period, our data vendor will default to using data from the prior period with valid entries.
Julius Baer Gruppe AG (XSWX:BAER) Enterprise Value Explanation
When an investor buy a company, the investor needs to pay not only the common shares, he/she also needs to pay the shareholders of Preferred Stocks. He also assumes the debt of the company, and receives the cash on the company's balance sheet.
If a company has more cash than debt, the investor actually pays less than the Market Cap because he immediately owns the cash once the transaction goes through.
The market value of Preferred Stock needs to be added to the market value of common stocks in the calculation of Enterprise Value.
For the companies with the same Market Cap, the smaller the Enterprise Value is, the cheaper the company is.
Enterprise Value can be negative when the company's net cash is more than its Market Cap. In this case the investor is basically getting the company for free and get paid for that.
Julius Baer Gruppe AG's current Enterprise Value is CHF5,906 Mil.
For company reported semi-annually or annually, GuruFocus uses latest annual data as the TTM data. Julius Baer Gruppe AG's Revenue for the trailing twelve months (TTM) ended in Dec. 2025 was CHF4,076 Mil.
Julius Baer Gruppe AG's current Enterprise Value is CHF5,906 Mil.
For company reported semi-annually or annually, GuruFocus uses latest annual data as the TTM data. Julius Baer Gruppe AG's Cash Flow from Operations for the trailing twelve months (TTM) ended in Dec. 2025 was CHF1,232 Mil.
Julius Baer Gruppe AG's current Enterprise Value is CHF5,906 Mil.
For company reported semi-annually or annually, GuruFocus uses latest annual data as the TTM data. Julius Baer Gruppe AG's Free Cash Flow for the trailing twelve months (TTM) ended in Dec. 2025 was CHF985 Mil.
* 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 Enterprise Value Related Terms
Julius Baer Gruppe AG Enterprise Value Historical Data
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The historical data trend for Julius Baer Gruppe AG's Enterprise Value 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: Enterprise Value Comparison
For the Asset Management subindustry, Julius Baer Gruppe AG's Enterprise Value, along with its competitors' market caps and Enterprise Value 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 Enterprise Value vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Julius Baer Gruppe AG's Enterprise Value distribution charts can be found below:
* The bar in red indicates where Julius Baer Gruppe AG's Enterprise Value falls into.
Julius Baer Gruppe AG Enterprise Value Calculation
Enterprise Value is calculated as the market cap plus debt and minority interest and preferred shares, minus total cash, cash equivalents, and marketable securities.
Julius Baer Gruppe AG's Enterprise Value for the fiscal year that ended in Dec. 2025 is calculated as
* 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 Enterprise Value of CHF5,906 Mil mean?
Julius Baer Gruppe AG (XSWX:BAER) has a Enterprise Value of CHF5,906 Mil as of Jun. 25, 2026. Enterprise value equals the sum of market cap, debt and preferred shares less cash and equivalents. View historical data on Julius Baer Gruppe AG and its competitors.
Is Julius Baer Gruppe AG's Enterprise Value too high?
Julius Baer Gruppe AG's current Enterprise Value is CHF5,906 Mil. Overall, Julius Baer Gruppe AG has a GF Score™ of 76/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Julius Baer Gruppe AG's Enterprise Value compare to BLK and BX?
Julius Baer Gruppe AG's Enterprise Value of CHF5,906 Mil 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 Enterprise Value for an Asset Management company?
A good Enterprise Value depends on the Asset Management industry context. However, Enterprise Value 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 Enterprise Value mean?
A high Enterprise Value can signal that a stock is expensive relative to its fundamentals. Enterprise value equals the sum of market cap, debt and preferred shares less cash and equivalents. View historical data on Julius Baer Gruppe AG and its competitors. Julius Baer Gruppe AG's current Enterprise Value is CHF5,906 Mil. 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 Fairly Valued. The stock's GF Value™ is CHF60.80, compared to a current price of CHF65.54 — trading 7.8% above its estimated fair value. The current Enterprise Value is CHF5,906 Mil. 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 Enterprise Value calculated?
Enterprise Value is calculated from a company's financial statements. For Julius Baer Gruppe AG (XSWX:BAER), the current Enterprise Value is CHF5,906 Mil as of Jun. 25, 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 CHF65.54 is trading 7.8% above its estimated GF Value™ of CHF60.80.
GuruFocus considers Julius Baer Gruppe AG to be Fairly Valued.
Key valuation signals for XSWX:BAER:
Enterprise Value: CHF5,906 Mil
GF Value™: CHF60.80 vs. price of CHF65.54 (7.8% 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.
76GF Score
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