Julius Baer Gruppe AG (MEX:BAERN) Margin of Safety % (DCF Dividends Based): 57.24% (As of Jun. 25, 2026)


MEX:BAERN Julius Baer Gruppe AG MEX:BAERN
76 GF Score
Price MXN990.76
GF Value MXN918.74
! 7 Warning Signs
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What is Julius Baer Gruppe AG Margin of Safety % (DCF Dividends Based)?

Julius Baer Gruppe AG MEX:BAERN 76 Margin of Safety % (DCF Dividends Based) is 57.24% as of Jun. 25, 2026. GuruFocus rates MEX:BAERN with a GF Score™ of 76/100 and a GF Value™ of MXN918.74. The stock has 7 warning signs investors should review.

Margin of Safety % (DCF Dividends Based) = (Intrinsic Value: DCF (Dividends Based) - Current Price) / Intrinsic Value: DCF (Dividends Based).

Note: Discounted Dividend model is only suitable for companies who have a consistant distribution history with more than 5 years. If the company's dividends does not remain steady over a long period, results may not be accurate due to the low consistency. The model is also only suitable for predictable companies (Business Predictability Rank higher than 1-Star). If the company's Predictability Rank is 1-Star or Not Rated, the data will not be stored into our database.

As of today (2026-06-25), Julius Baer Gruppe AG's Predictability Rank is 3.5-Stars. Julius Baer Gruppe AG's intrinsic value calculated from the Discounted Dividend model is MXN2629.92 and current share price is MXN990.76. Consequently,

Julius Baer Gruppe AG's Margin of Safety % (DCF Dividends Based) using Discounted Dividend model is 57.24%.

MEX:BAERN vs BLK, BX, KKR: Margin of Safety % (DCF Dividends Based) Comparison

For the Asset Management subindustry, Julius Baer Gruppe AG's Margin of Safety % (DCF Dividends Based), along with its competitors' market caps and Margin of Safety % (DCF Dividends Based) 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 Margin of Safety % (DCF Dividends Based) vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Julius Baer Gruppe AG's Margin of Safety % (DCF Dividends Based) distribution charts can be found below:

* The bar in red indicates where Julius Baer Gruppe AG's Margin of Safety % (DCF Dividends Based) falls into.


MEX:BAERN
76GF Score
Julius Baer Gruppe AG MEX:BAERN
Margin of Safety % (DCF Dividends Based) is just one metric. See GF Score™, valuation, warning signs, and more.
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Julius Baer Gruppe AG Margin of Safety % (DCF Dividends Based) Calculation

Julius Baer Gruppe AG's Margin of Safety % (DCF Dividends Based) for today is calculated as

Margin of Safety % (DCF Dividends Based)=(Intrinsic Value: DCF (Dividends Based)-Current Price)/Intrinsic Value: DCF (Dividends Based)
=(2316.85-990.76)/2316.85
=57.24 %

* 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.

The intrinsic value is calculated from the Discounted Dividend model with default parameters.

What does a Margin of Safety % (DCF Dividends Based) of 57.24% mean?
Julius Baer Gruppe AG (MEX:BAERN) has a Margin of Safety % (DCF Dividends Based) of 57.24% as of Jun. 25, 2026. Margin of Safety % (DCF Dividends Based) is the percent difference between the current price and the intrinsic DCF Dividends price. View historical data on Julius Baer Gruppe AG.
Is Julius Baer Gruppe AG's Margin of Safety % (DCF Dividends Based) too high?
Julius Baer Gruppe AG's current Margin of Safety % (DCF Dividends Based) is 57.24%. Overall, Julius Baer Gruppe AG has a GF Score™ of 76/100, reflecting its overall financial health beyond just this single metric.
How does Julius Baer Gruppe AG's Margin of Safety % (DCF Dividends Based) compare to BLK and BX?
Julius Baer Gruppe AG's Margin of Safety % (DCF Dividends Based) of 57.24% 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 Margin of Safety % (DCF Dividends Based) for an Asset Management company?
A good Margin of Safety % (DCF Dividends Based) depends on the Asset Management industry context. However, Margin of Safety % (DCF Dividends Based) 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 Margin of Safety % (DCF Dividends Based) mean?
A high Margin of Safety % (DCF Dividends Based) can signal that a stock is expensive relative to its fundamentals. Margin of Safety % (DCF Dividends Based) is the percent difference between the current price and the intrinsic DCF Dividends price. View historical data on Julius Baer Gruppe AG. Julius Baer Gruppe AG's current Margin of Safety % (DCF Dividends Based) is 57.24%. 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?
Julius Baer Gruppe AG (MEX:BAERN) has a current Margin of Safety % (DCF Dividends Based) of 57.24%. The stock's GF Value™ is MXN918.74, compared to a current price of MXN990.76 — trading 7.8% above its estimated fair value. The current Margin of Safety % (DCF Dividends Based) is 57.24%. 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 Margin of Safety % (DCF Dividends Based) calculated?
Margin of Safety % (DCF Dividends Based) is calculated from a company's financial statements. For Julius Baer Gruppe AG (MEX:BAERN), the current Margin of Safety % (DCF Dividends Based) is 57.24% 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 (MEX:BAERN) Overvalued in 2026?

Based on GuruFocus' analysis, Julius Baer Gruppe AG stock appears to be overvalued. The current stock price of MXN990.76 is trading 7.8% above its estimated GF Value™ of MXN918.74.

Key valuation signals for MEX:BAERN:

  • Margin of Safety % (DCF Dividends Based): 57.24%
  • GF Value™: MXN918.74 vs. price of MXN990.76 (7.8% above fair value)
  • GF Score™: 76/100 with 7 warning signs

No single metric tells the full story. See the MEX:BAERN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Julius Baer Gruppe AG Business Description

Address Bahnhofstrasse 36, P.O. Box, Zurich, CHE, 8010
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

Get the complete analysis for MEX:BAERN

Margin of Safety % (DCF Dividends Based) is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN990.76
Price
MXN918.74
GF Value