Julius Baer Gruppe AGMEX:BAERN 76 Net Margin % is 21.94% as of Dec. 2025, which is 1% above its 10-year median of 21.75. 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 1,580 Asset Management companies, Julius Baer Gruppe AG ranks worse than 72.91% on this metric.
The historical rank and industry rank for Julius Baer Gruppe AG's Net Margin % or its related term are showing as below:
MEX:BAERN'
s Net Margin % Range Over the Past 10 Years
Min: 11.74 Med: 21.75 Max: 27.99
Current: 18.74
MEX:BAERN's Net Margin % is ranked worse than 72.91% of 1580
companies
in the Asset Management industry
Industry Median: 84.895
vs MEX:BAERN: 18.74
Julius Baer Gruppe AG (MEX:BAERN) Net Margin % Explanation
Although Net Income and Earnings-per-Share (EPS) are the most widely used parameter in measuring a company's profitability and valuation, it is the least reliable. The reason is that reported earnings can be manipulated easily by adjusting any numbers such as Depreciation, Depletion and Amotorization and non-recurring items.
But the long term trend of the net margin is a good indicator of the competitiveness and health of the business.
Julius Baer Gruppe AG Net Margin % Related Terms
Julius Baer Gruppe AG Net Margin % Historical Data
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The historical data trend for Julius Baer Gruppe AG's Net Margin % 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.
MEX:BAERN vs BLK, BX, KKR: Net Margin % Comparison
For the Asset Management subindustry, Julius Baer Gruppe AG's Net Margin %, along with its competitors' market caps and Net Margin % 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 Margin % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Julius Baer Gruppe AG's Net Margin % distribution charts can be found below:
* The bar in red indicates where Julius Baer Gruppe AG's Net Margin % falls into.
* 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 (MEX:BAERN) has a Net Margin % of 21.94% as of Dec. 2025. Net margin is the ratio of total net income to net sales. View historical data on Julius Baer Gruppe AG and its competitors. This is near median its historical median of 21.75. Over the past decade, Julius Baer Gruppe AG's Net Margin % has ranged from 11.74 to 27.99. According to the industry distribution chart, Julius Baer Gruppe AG ranks #1152 out of 1580 companies in the Asset Management industry, placing it in the top 72.9%.
Is Julius Baer Gruppe AG's Net Margin % too high?
Julius Baer Gruppe AG's current Net Margin % of 21.94% is near median its 10-year median of 21.75. Over the past 10 years, this metric has ranged from a low of 11.74 to a high of 27.99. The Asset Management industry median Net Margin % is 84.90. Julius Baer Gruppe AG's value of 21.94% is 74.2% below this industry median. Based on the distribution chart, Julius Baer Gruppe AG ranks #1152 out of 1580 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 Margin % compare to BLK and BX?
According to the Asset Management industry distribution chart, Julius Baer Gruppe AG ranks #1152 out of 1580 companies for Net Margin %. This places Julius Baer Gruppe AG in the lower half of its industry. The industry median Net Margin % is 84.90. Julius Baer Gruppe AG's value of 21.94% is 74.2% below this benchmark. Historically, Julius Baer Gruppe AG's own Net Margin % has ranged from 11.74 to 27.99 over the past decade. While the company's 10-year median is 21.75 vs. the industry median of 84.90, Julius Baer Gruppe AG has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Net Margin % for an Asset Management company?
The median Net Margin % among Asset Management companies is 84.90, based on 1,580 companies in the industry. Companies in the top quartile (top 25%) have a Net Margin % significantly above this median, while those in the bottom quartile fall well below. However, Net Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Julius Baer Gruppe AG's current Net Margin % of 21.94% is 74.2% below 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 Net Margin % mean?
A high Net Margin % can signal that a stock is expensive relative to its fundamentals. Net margin is the ratio of total net income to net sales. View historical data on Julius Baer Gruppe AG and its competitors. For the Asset Management industry, the median Net Margin % is 84.90 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Julius Baer Gruppe AG's current Net Margin % is 21.94%, which is near median its own 10-year median of 21.75. 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 Margin % of 21.94%. 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 Margin % is 21.94%, which is near median its 10-year median of 21.75 and 74.2% below the Asset Management industry median of 84.90. 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 Margin % calculated?
Net Margin % is calculated from a company's financial statements. For Julius Baer Gruppe AG (MEX:BAERN), the current Net Margin % is 21.94% as of Dec. 2025. 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 Margin %: 21.94% (near median its 10-year median of 21.75)
GF Value™: MXN918.74 vs. price of MXN990.76 (7.8% above fair value)
Industry Position: 74.2% below the Asset Management median (#1152 of 1580)
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 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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