Julius Baer Gruppe AGXSWX:BAER -0.85%76 FCF Yield % is 7.33 as of Jun. 25, 2026, which is 35% below its 10-year median of 11.25. GuruFocus rates XSWX:BAER with a GF Score™ of 76/100 and a GF Value™ of CHF60.80 (Fairly Valued). The stock has 7 warning signs investors should review. Among 1,516 Asset Management companies, Julius Baer Gruppe AG ranks better than 68.73% on this metric.
FCF Yield % is calculated as Free Cash Flow divided by Market Capitalization. It is a financial solvency ratio that compares the free cash flow a company is expected to earn against its market value.
Similar to Earnings Yield %, FCF Yield % is financial solvency ratio. A lower ratio suggests a less attractive investment, indicating that investors might not receive substantial returns in proportion to their investment. Conversely, a high free cash flow yield signals that a company generates sufficient cash to comfortably meet its debts, obligations, and dividend payments, making it a promising investment choice.
Julius Baer Gruppe AG FCF Yield % Related Terms
Julius Baer Gruppe AG FCF Yield % Historical Data
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The historical data trend for Julius Baer Gruppe AG's FCF Yield % 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.
For the Asset Management subindustry, Julius Baer Gruppe AG's FCF Yield %, along with its competitors' market caps and FCF Yield % 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 FCF Yield % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Julius Baer Gruppe AG's FCF Yield % distribution charts can be found below:
* The bar in red indicates where Julius Baer Gruppe AG's FCF Yield % 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 FCF Yield % of 7.33 as of Jun. 25, 2026. FCF Yield is calculated as Free Cash Flow divided by Market Capitalization. View historical data on Julius Baer Gruppe AG and its competitors. This is 35% below median its historical median of 11.25. According to the industry distribution chart, Julius Baer Gruppe AG ranks #474 out of 1516 companies in the Asset Management industry, placing it in the top 31.3%.
Is Julius Baer Gruppe AG's FCF Yield % too high?
Julius Baer Gruppe AG's current FCF Yield % of 7.33 is 35% below median its 10-year median of 11.25. The Asset Management industry median FCF Yield % is 2.20. Julius Baer Gruppe AG's value of 7.33 is 233.9% above this industry median. Based on the distribution chart, Julius Baer Gruppe AG ranks #474 out of 1516 companies in the Asset Management industry, which is above the industry midpoint. 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 FCF Yield % compare to BLK and BX?
According to the Asset Management industry distribution chart, Julius Baer Gruppe AG ranks #474 out of 1516 companies for FCF Yield %. This puts Julius Baer Gruppe AG in the upper half of its industry. The industry median FCF Yield % is 2.20. Julius Baer Gruppe AG's value of 7.33 is 233.9% above this benchmark. While the company's 10-year median is 11.25 vs. the industry median of 2.20, 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 FCF Yield % for an Asset Management company?
The median FCF Yield % among Asset Management companies is 2.20, based on 1,516 companies in the industry. Companies in the top quartile (top 25%) have a FCF Yield % significantly above this median, while those in the bottom quartile fall well below. However, FCF Yield % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Julius Baer Gruppe AG's current FCF Yield % of 7.33 is 233.9% 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 FCF Yield % mean?
A high FCF Yield % can signal that a stock is expensive relative to its fundamentals. FCF Yield is calculated as Free Cash Flow divided by Market Capitalization. View historical data on Julius Baer Gruppe AG and its competitors. For the Asset Management industry, the median FCF Yield % is 2.20 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Julius Baer Gruppe AG's current FCF Yield % is 7.33, which is 35% below median its own 10-year median of 11.25. 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 FCF Yield % is 7.33, which is 35% below median its 10-year median of 11.25 and 233.9% above the Asset Management industry median of 2.20. 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 FCF Yield % calculated?
FCF Yield % is calculated from a company's financial statements. For Julius Baer Gruppe AG (XSWX:BAER), the current FCF Yield % is 7.33 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:
FCF Yield %: 7.33 (35% below median its 10-year median of 11.25)
GF Value™: CHF60.80 vs. price of CHF65.54 (7.8% above fair value)
Industry Position: 233.9% above the Asset Management median (#474 of 1516)
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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