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The historical rank and industry rank for Julius Baer Gruppe AG's Net Cash per Share or its related term are showing as below:
XSWX:BAER's Price-to-Net-Cash is not ranked *
in the Asset Management industry.
Industry Median: 6 * Ranked among companies with meaningful Price-to-Net-Cash only.
Julius Baer Gruppe AG (XSWX:BAER) Net Cash per Share Explanation
Ben Graham invested in situations where the company's stock price was lower than its net-cash. He assigned some value to the company's other current asset. The value is called Net Current Asset Value (NCAV). One research study, covering the years 1970 through 1983 showed that portfolios picked at the beginning of each year, and held for one year, returned 29.4 percent, on average, over the 13-year period, compared to 11.5 percent for the S&P 500 Index. Other studies of Graham's strategy produced similar results.
You can find companies that are traded below their Net Current Asset Value (NCAV) with our Net-Net screener.
Julius Baer Gruppe AG Net Cash per Share Related Terms
Julius Baer Gruppe AG Net Cash per Share Historical Data
* Premium members only.
The historical data trend for Julius Baer Gruppe AG's Net Cash per Share 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: Net Cash per Share Comparison
For the Asset Management subindustry, Julius Baer Gruppe AG's Price-to-Net-Cash, along with its competitors' market caps and Price-to-Net-Cash 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-Net-Cash vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Julius Baer Gruppe AG's Price-to-Net-Cash distribution charts can be found below:
* The bar in red indicates where Julius Baer Gruppe AG's Price-to-Net-Cash falls into.
Julius Baer Gruppe AG Net Cash per Share Calculation
In the calculation of a company's Net Cash per Share, assets other than cash and short term investments are considered to be worth nothing. But the company has to pay its debt and other liabilities in full. This is an extremely conservative way of valuation. Most companies have negative Net Cash per Share. But sometimes a company's price may be lower than its net-cash.
Julius Baer Gruppe AG's Net Cash per Share 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 Net Cash per Share of CHF-458.45 mean?
Julius Baer Gruppe AG (XSWX:BAER) has a Net Cash per Share of CHF-458.45 as of Jun. 2026. Net cash per share equals the per-share value of cash and equivalents less total liabilities and minority interest. View historical data on Julius Baer Gruppe AG and its competitors. According to the industry distribution chart, Julius Baer Gruppe AG ranks #999999 out of 467 companies in the Asset Management industry.
Is Julius Baer Gruppe AG's Net Cash per Share too high?
Julius Baer Gruppe AG's current Net Cash per Share is CHF-458.45. Based on the distribution chart, Julius Baer Gruppe AG ranks #999999 out of 467 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 74/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Julius Baer Gruppe AG's Net Cash per Share compare to BLK and BX?
According to the Asset Management industry distribution chart, Julius Baer Gruppe AG ranks #999999 out of 467 companies for Net Cash per Share. This places Julius Baer Gruppe AG in the lower half of its industry. The industry median Net Cash per Share is 6.00. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Net Cash per Share for an Asset Management company?
The median Net Cash per Share among Asset Management companies is 6.00, based on 467 companies in the industry. Companies in the top quartile (top 25%) have a Net Cash per Share significantly above this median, while those in the bottom quartile fall well below. However, Net Cash per Share 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 Net Cash per Share mean?
A high Net Cash per Share can signal that a stock is expensive relative to its fundamentals. Net cash per share equals the per-share value of cash and equivalents less total liabilities and minority interest. View historical data on Julius Baer Gruppe AG and its competitors. For the Asset Management industry, the median Net Cash per Share is 6.00 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Julius Baer Gruppe AG's current Net Cash per Share is CHF-458.45. 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 CHF63.57, compared to a current price of CHF75.16 — trading 18.2% above its estimated fair value. The current Net Cash per Share is CHF-458.45. 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 Net Cash per Share calculated?
Net Cash per Share is calculated from a company's financial statements. For Julius Baer Gruppe AG (XSWX:BAER), the current Net Cash per Share is CHF-458.45 as of Jun. 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 CHF75.16 is trading 18.2% above its estimated GF Value™ of CHF63.57.
GuruFocus considers Julius Baer Gruppe AG to be Modestly Overvalued.
Key valuation signals for XSWX:BAER:
Net Cash per Share: CHF-458.45
GF Value™: CHF63.57 vs. price of CHF75.16 (18.2% 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.
74GF Score
Get the complete analysis for XSWX:BAER
Net Cash per Share is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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