Julius Baer Gruppe AG (XSWX:BAER) Forward PE Ratio Explanation
The Forward PE Ratio of a company is often used to compare current earnings to estimated future earnings, as well as gaining a clearer picture of what earnings will look like without charges and other accounting adjustments. If earnings are expected to grow in the future, the Forward PE Ratio will be lower than the current PE Ratio. This measure is also used to compare one company to another with a forward-looking focus.
Trailing PE Ratio relies on what is already done. It uses the current share price and divides by the total EPS (Basic) over the past 12 months. PE Ratio can be affected by Non Operating Income such as the sale of part of businesses. This may increase for the current year or quarter dramatically. But it cannot be repeated over and over. Therefore PE Ratio without NRI is a more accurate indication of valuation than PE Ratio .
Julius Baer Gruppe AG Forward PE Ratio Related Terms
Julius Baer Gruppe AG Forward PE Ratio Historical Data
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The historical data trend for Julius Baer Gruppe AG's Forward PE Ratio 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 Forward PE Ratio Chart
Julius Baer Gruppe AG Annual Data
Trend
2015-12
2016-12
2017-12
2018-12
2019-12
2020-12
2021-12
2022-12
2023-12
2024-12
2025-12
Forward PE Ratio
13.30
13.37
13.05
8.54
13.85
12.48
10.16
9.45
9.52
10.91
12.04
Julius Baer Gruppe AG Semi-Annual Data
2015-12
2016-06
2016-12
2017-06
2017-12
2018-06
2018-12
2019-06
2019-12
2020-06
2020-12
2021-06
2021-12
2022-06
2022-12
2023-06
2023-12
2024-06
2024-12
2025-06
2025-12
Forward PE Ratio
13.30
12.33
13.37
13.85
13.05
13.61
8.54
11.71
13.85
9.71
12.48
11.68
10.16
8.77
9.45
10.74
9.52
10.71
10.91
12.80
12.04
XSWX:BAER vs BLK, BX, KKR: Forward PE Ratio Comparison
For the Asset Management subindustry, Julius Baer Gruppe AG's Forward PE Ratio, along with its competitors' market caps and Forward PE 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 Forward PE Ratio vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Julius Baer Gruppe AG's Forward PE Ratio distribution charts can be found below:
* The bar in red indicates where Julius Baer Gruppe AG's Forward PE Ratio falls into.
Julius Baer Gruppe AG Forward PE Ratio Calculation
It's a measure of the price-to-earnings ratio (PE Ratio) using forecasted earnings for the calculation. While the earnings used are just an estimate and are not as reliable as current earnings data, there is still benefit in estimated P/E analysis. The forecasted earnings used in the formula can either be for the next 12 months or for the next full-year fiscal period.
Julius Baer Gruppe AG (XSWX:BAER) has a Forward PE Ratio of 13.16 as of Jul. 08, 2026. Forward P/E ratio is the share price dividend by the expected per-share earnings in the next 12 months. View historical data on Julius Baer Gruppe AG and its competitors. According to the industry distribution chart, Julius Baer Gruppe AG ranks #207 out of 324 companies in the Asset Management industry, placing it in the top 63.9%.
Is Julius Baer Gruppe AG's Forward PE Ratio too high?
Julius Baer Gruppe AG's current Forward PE Ratio is 13.16. The Asset Management industry median Forward PE Ratio is 10.99. Julius Baer Gruppe AG's value of 13.16 is 19.7% above this industry median. Based on the distribution chart, Julius Baer Gruppe AG ranks #207 out of 324 companies in the Asset Management industry, which is below the industry midpoint. Overall, Julius Baer Gruppe AG has a GF Score™ of 74/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Julius Baer Gruppe AG's Forward PE Ratio compare to BLK and BX?
According to the Asset Management industry distribution chart, Julius Baer Gruppe AG ranks #207 out of 324 companies for Forward PE Ratio. This places Julius Baer Gruppe AG in the lower half of its industry. The industry median Forward PE Ratio is 10.99. Julius Baer Gruppe AG's value of 13.16 is 19.7% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Forward PE Ratio for an Asset Management company?
The median Forward PE Ratio among Asset Management companies is 10.99, based on 324 companies in the industry. Companies in the top quartile (top 25%) have a Forward PE Ratio significantly above this median, while those in the bottom quartile fall well below. However, Forward PE Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Julius Baer Gruppe AG's current Forward PE Ratio of 13.16 is 19.7% 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 Forward PE Ratio mean?
A high Forward PE Ratio can signal that a stock is expensive relative to its fundamentals. Forward P/E ratio is the share price dividend by the expected per-share earnings in the next 12 months. View historical data on Julius Baer Gruppe AG and its competitors. For the Asset Management industry, the median Forward PE Ratio is 10.99 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Julius Baer Gruppe AG's current Forward PE Ratio is 13.16. 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 CHF61.25, compared to a current price of CHF73.92 — trading 20.7% above its estimated fair value. The current Forward PE Ratio is 13.16 and 19.7% above the Asset Management industry median of 10.99. Julius Baer Gruppe AG's overall GF Score™ is 74/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Forward PE Ratio calculated?
Forward PE Ratio is calculated from a company's financial statements. For Julius Baer Gruppe AG (XSWX:BAER), the current Forward PE Ratio is 13.16 as of Jul. 08, 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 CHF73.92 is trading 20.7% above its estimated GF Value™ of CHF61.25.
GuruFocus considers Julius Baer Gruppe AG to be Modestly Overvalued.
Key valuation signals for XSWX:BAER:
Forward PE Ratio: 13.16
GF Value™: CHF61.25 vs. price of CHF73.92 (20.7% above fair value)
Industry Position: 19.7% above the Asset Management median (#207 of 324)
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.
74GF Score
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Forward PE Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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