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Since the intrinsic value calculations based on Discounted Cash Flow Intrinsic Value: DCF (FCF Based), or Discounted Earnings Intrinsic Value: DCF (Earnings Based) cannot be applied to companies without consistent revenue and earnings, GuruFocus developed a valuation model based on normalized Free Cash Flow and Book Value of the company. The details of how we calculate the intrinsic value of stocks are described in detail here.
The historical rank and industry rank for Julius Baer Gruppe AG's Intrinsic Value: Projected FCF or its related term are showing as below:
XSWX:BAER'
s Price-to-Projected-FCF Range Over the Past 10 Years
Min: 0.56 Med: 1.07 Max: 3.92
Current: 3.92
During the past 13 years, the highest Price-to-Intrinsic-Value-Projected-FCF of Julius Baer Gruppe AG was 3.92. The lowest was 0.56. And the median was 1.07.
XSWX:BAER's Price-to-Projected-FCF is ranked worse than 94.12% of 1208
companies
in the Asset Management industry
Industry Median: 0.91
vs XSWX:BAER: 3.92
Julius Baer Gruppe AG (XSWX:BAER) Intrinsic Value: Projected FCF Explanation
The growth multiple is capped between 8.35 and 17.74.
Total Stockholders Equity weighting is more art than science and it should always be revisited in more detail when researching a company. Weightings from 0% to 100% to more than 100% are possible. 80% was chosen as a happy median after taking the above ideas into consideration.
Julius Baer Gruppe AG's Price-to-Intrinsic-Value-Projected-FCF for today is calculated as
Price-to-Intrinsic-Value-Projected-FCF
=
Share Price
/
Intrinsic Value: Projected FCF
=
75.64
/
19.306932767531
=
3.92
* 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 Intrinsic Value: Projected FCF Related Terms
Julius Baer Gruppe AG Intrinsic Value: Projected FCF Historical Data
* Premium members only.
The historical data trend for Julius Baer Gruppe AG's Intrinsic Value: Projected FCF 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 Intrinsic Value: Projected FCF Chart
XSWX:BAER vs BLK, BX, KKR: Intrinsic Value: Projected FCF Comparison
For the Asset Management subindustry, Julius Baer Gruppe AG's Price-to-Projected-FCF, along with its competitors' market caps and Price-to-Projected-FCF 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 Price-to-Projected-FCF vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Julius Baer Gruppe AG's Price-to-Projected-FCF distribution charts can be found below:
* The bar in red indicates where Julius Baer Gruppe AG's Price-to-Projected-FCF falls into.
Julius Baer Gruppe AG Intrinsic Value: Projected FCF Calculation
Since the intrinsic value calculations based on Discounted Cash Flow Intrinsic Value: DCF (FCF Based), or Discounted Earnings Intrinsic Value: DCF (Earnings Based) cannot be applied to companies without consistent revenue and earnings, GuruFocus developed a valuation model based on normalized Free Cash Flow and Book Value of the company.
The details of how we calculate the intrinsic value of stocks are described in detail here.
This method smooths out the free cash flow over the past 6-7 years, multiplies the results by a growth multiple, and adds a portion of Total Stockholders Equity.
* 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 Intrinsic Value: Projected FCF of CHF19.31 mean?
Julius Baer Gruppe AG (XSWX:BAER) has a Intrinsic Value: Projected FCF of CHF19.31 as of Aug. 25, 2026. Intrinsic Value: Projected FCF is the stock value based on a projected free cash flow model. View historical data on Julius Baer Gruppe AG and its competitors. According to the industry distribution chart, Julius Baer Gruppe AG ranks #1137 out of 1208 companies in the Asset Management industry, placing it in the top 94.1%.
Is Julius Baer Gruppe AG's Intrinsic Value: Projected FCF too high?
Julius Baer Gruppe AG's current Intrinsic Value: Projected FCF is CHF19.31. Based on the distribution chart, Julius Baer Gruppe AG ranks #1137 out of 1208 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 75/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Julius Baer Gruppe AG's Intrinsic Value: Projected FCF compare to BLK and BX?
According to the Asset Management industry distribution chart, Julius Baer Gruppe AG ranks #1137 out of 1208 companies for Intrinsic Value: Projected FCF. This places Julius Baer Gruppe AG in the lower half of its industry. The industry median Intrinsic Value: Projected FCF is 0.91. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Intrinsic Value: Projected FCF for an Asset Management company?
The median Intrinsic Value: Projected FCF among Asset Management companies is 0.91, based on 1,208 companies in the industry. Companies in the top quartile (top 25%) have a Intrinsic Value: Projected FCF significantly above this median, while those in the bottom quartile fall well below. However, Intrinsic Value: Projected FCF 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 Intrinsic Value: Projected FCF mean?
A high Intrinsic Value: Projected FCF can signal that a stock is expensive relative to its fundamentals. Intrinsic Value: Projected FCF is the stock value based on a projected free cash flow model. View historical data on Julius Baer Gruppe AG and its competitors. For the Asset Management industry, the median Intrinsic Value: Projected FCF is 0.91 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Julius Baer Gruppe AG's current Intrinsic Value: Projected FCF is CHF19.31. 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 CHF63.59, compared to a current price of CHF75.64 — trading 18.9% above its estimated fair value. The current Intrinsic Value: Projected FCF is CHF19.31. Julius Baer Gruppe AG's overall GF Score™ is 75/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Intrinsic Value: Projected FCF calculated?
Intrinsic Value: Projected FCF is calculated from a company's financial statements. For Julius Baer Gruppe AG (XSWX:BAER), the current Intrinsic Value: Projected FCF is CHF19.31 as of Aug. 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 CHF75.64 is trading 18.9% above its estimated GF Value™ of CHF63.59.
GuruFocus considers Julius Baer Gruppe AG to be Modestly Overvalued.
Key valuation signals for XSWX:BAER:
Intrinsic Value: Projected FCF: CHF19.31
GF Value™: CHF63.59 vs. price of CHF75.64 (18.9% 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.
75GF Score
Get the complete analysis for XSWX:BAER
Intrinsic Value: Projected FCF is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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