Julius Baer Gruppe AG (MEX:BAERN) Net Debt Paydown Yield % : -2.08% (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 Net Debt Paydown Yield %?

Julius Baer Gruppe AG MEX:BAERN 76 Net Debt Paydown Yield % is -2.08% 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. Among 961 Asset Management companies, Julius Baer Gruppe AG ranks worse than 67.33% on this metric.

Net Debt Paydown Yield % is a metric that evaluates the total amount of debt a company has paid in relation to its market capitalization. It is a measure of a company's willingness and ability to reduce its debt. As of today, Julius Baer Gruppe AG's Net Debt Paydown Yield % was -2.08%.


Julius Baer Gruppe AG  (MEX:BAERN) Net Debt Paydown Yield % Explanation

Net Debt Paydown Yield % is the change in average of four quarters of company's total debt over a company's market cap. Assuming the total value of a company remains that same, shareholder value is increased as debt is reduced. In other words, it is a measure of the willingness and ability of a firm's management to pay down debt. Companies that have high debt paydown yields indicate that they are more aggressive with paying down debt.

In the calculation of Net Debt Paydown Yield %, we use the reductions of TTM average total debt one-year-ago and TTM average total debt at present, divided by its Market Cap.

We calculating the TTM average debt by adding up the total debt, calculated by the sum of Short-Term Debt & Capital Lease Obligation and Long-Term Debt & Capital Lease Obligation, in the trailing twelve months(TTM) divided by the counts of the total debt, accoring to the company's report frequency.


Julius Baer Gruppe AG Net Debt Paydown Yield % Related Terms


Julius Baer Gruppe AG Net Debt Paydown Yield % Historical Data

* Premium members only.

The historical data trend for Julius Baer Gruppe AG's Net Debt Paydown 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.

Julius Baer Gruppe AG Net Debt Paydown Yield % Chart

Julius Baer Gruppe AG Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Net Debt Paydown Yield %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -7.96 -2.40 -5.37 -3.49 -2.18

Julius Baer Gruppe AG Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
Net Debt Paydown Yield % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only -5.37 -6.08 -3.49 -2.99 -2.18

MEX:BAERN vs BLK, BX, KKR: Net Debt Paydown Yield % Comparison

For the Asset Management subindustry, Julius Baer Gruppe AG's Net Debt Paydown Yield %, along with its competitors' market caps and Net Debt Paydown 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 Net Debt Paydown Yield % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Julius Baer Gruppe AG's Net Debt Paydown Yield % distribution charts can be found below:

* The bar in red indicates where Julius Baer Gruppe AG's Net Debt Paydown Yield % falls into.


MEX:BAERN
76GF Score
Julius Baer Gruppe AG MEX:BAERN
Net Debt Paydown Yield % is just one metric. See GF Score™, valuation, warning signs, and more.
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Julius Baer Gruppe AG Net Debt Paydown Yield % Calculation

Julius Baer Gruppe AG's Net Debt Paydown Yield % for the quarter that ended in Dec. 2025 is calculated as:

Net Debt Paydown Yield %
=( TTM Average Debt   (1-Year Ago))-TTM Average Debt )/Market Cap
=( 84252.28-93801.27 )/203101.83696
=-4.7 %

* 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.

* All the data are calculated by TTM values. Note that if a companies is traded in several exchanges, then we calculate the company level data for Net Debt Paydown Yield % using the primary share class stock data. The calculation result in definition page is for demonstration purpose only, and it's showing the share class level data. Therefore, the numbers in the calculation may differ from elsewhere if the stock is not a primary share.

What does a Net Debt Paydown Yield % of -2.08% mean?
Julius Baer Gruppe AG (MEX:BAERN) has a Net Debt Paydown Yield % of -2.08% as of Jun. 25, 2026. Net Debt Paydown Yield is a metric that evaluates the total amount of debt a company has paid in relation to its market capitalization. This metric provides insight into a company's willingness and ability to reduce its debt using free cash flow. View historical data on Julius Baer Gruppe AG and its competitors. According to the industry distribution chart, Julius Baer Gruppe AG ranks #647 out of 961 companies in the Asset Management industry, placing it in the top 67.3%.
Is Julius Baer Gruppe AG's Net Debt Paydown Yield % too high?
Julius Baer Gruppe AG's current Net Debt Paydown Yield % is -2.08%. Based on the distribution chart, Julius Baer Gruppe AG ranks #647 out of 961 companies in the Asset Management industry, which is below the industry midpoint. 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 Net Debt Paydown Yield % compare to BLK and BX?
According to the Asset Management industry distribution chart, Julius Baer Gruppe AG ranks #647 out of 961 companies for Net Debt Paydown Yield %. This places Julius Baer Gruppe AG in the lower half of its industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Net Debt Paydown Yield % for an Asset Management company?
A good Net Debt Paydown Yield % depends on the Asset Management industry context. However, Net Debt Paydown Yield % 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 Debt Paydown Yield % mean?
A high Net Debt Paydown Yield % can signal that a stock is expensive relative to its fundamentals. Net Debt Paydown Yield is a metric that evaluates the total amount of debt a company has paid in relation to its market capitalization. This metric provides insight into a company's willingness and ability to reduce its debt using free cash flow. View historical data on Julius Baer Gruppe AG and its competitors. Julius Baer Gruppe AG's current Net Debt Paydown Yield % is -2.08%. 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 Net Debt Paydown Yield % of -2.08%. 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 Net Debt Paydown Yield % is -2.08%. 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 Net Debt Paydown Yield % calculated?
Net Debt Paydown Yield % is calculated from a company's financial statements. For Julius Baer Gruppe AG (MEX:BAERN), the current Net Debt Paydown Yield % is -2.08% 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:

  • Net Debt Paydown Yield %: -2.08%
  • 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

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Net Debt Paydown Yield % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN990.76
Price
MXN918.74
GF Value