Julius Baer Gruppe AGFRA:JGE1 -1.95%72 OCF Yield % is 8.23 as of Jul. 10, 2026, which is 37% below its 10-year median of 13.05. GuruFocus rates FRA:JGE1 with a GF Score™ of 72/100 and a GF Value™ of €12.79. The stock has 7 warning signs investors should review. Among 1,510 Asset Management companies, Julius Baer Gruppe AG ranks better than 70.46% on this metric.
OCF Yield % is calculated as Cash Flow from Operations divided by Market Capitalization. It is a financial solvency ratio that compares the operating cash flow a company is expected to earn against its market value.
Similar to Earnings Yield %, OCF Yield % is financial solvency ratio. A lower ratio suggests a less attractive investment, indicating that investors might not receive substantial returns in proportion to their investment. Conversely, a high operating cash flow yield signals that a company generates sufficient cash to comfortably meet its debts, obligations, and dividend payments, making it a promising investment choice.
Julius Baer Gruppe AG OCF Yield % Related Terms
Julius Baer Gruppe AG OCF Yield % Historical Data
* Premium members only.
The historical data trend for Julius Baer Gruppe AG's OCF 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.
For the Asset Management subindustry, Julius Baer Gruppe AG's OCF Yield %, along with its competitors' market caps and OCF 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 OCF Yield % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Julius Baer Gruppe AG's OCF Yield % distribution charts can be found below:
* The bar in red indicates where Julius Baer Gruppe AG's OCF Yield % 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 (FRA:JGE1) has a OCF Yield % of 8.23 as of Jul. 10, 2026. OCF Yield is calculated as Cash Flow from Operations divided by Market Capitalization. View historical data on Julius Baer Gruppe AG and its competitors. This is 37% below median its historical median of 13.05. According to the industry distribution chart, Julius Baer Gruppe AG ranks #446 out of 1510 companies in the Asset Management industry, placing it in the top 29.5%.
Is Julius Baer Gruppe AG's OCF Yield % too high?
Julius Baer Gruppe AG's current OCF Yield % of 8.23 is 37% below median its 10-year median of 13.05. The Asset Management industry median OCF Yield % is 2.61. Julius Baer Gruppe AG's value of 8.23 is 215.9% above this industry median. Based on the distribution chart, Julius Baer Gruppe AG ranks #446 out of 1510 companies in the Asset Management industry, which is above the industry midpoint. Overall, Julius Baer Gruppe AG has a GF Score™ of 72/100, reflecting its overall financial health beyond just this single metric.
How does Julius Baer Gruppe AG's OCF Yield % compare to BLK and BX?
According to the Asset Management industry distribution chart, Julius Baer Gruppe AG ranks #446 out of 1510 companies for OCF Yield %. This puts Julius Baer Gruppe AG in the upper half of its industry. The industry median OCF Yield % is 2.61. Julius Baer Gruppe AG's value of 8.23 is 215.9% above this benchmark. While the company's 10-year median is 13.05 vs. the industry median of 2.61, Julius Baer Gruppe AG has consistently been above 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 OCF Yield % for an Asset Management company?
The median OCF Yield % among Asset Management companies is 2.61, based on 1,510 companies in the industry. Companies in the top quartile (top 25%) have a OCF Yield % significantly above this median, while those in the bottom quartile fall well below. However, OCF Yield % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Julius Baer Gruppe AG's current OCF Yield % of 8.23 is 215.9% above 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 OCF Yield % mean?
A high OCF Yield % can signal that a stock is expensive relative to its fundamentals. OCF Yield is calculated as Cash Flow from Operations divided by Market Capitalization. View historical data on Julius Baer Gruppe AG and its competitors. For the Asset Management industry, the median OCF Yield % is 2.61 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Julius Baer Gruppe AG's current OCF Yield % is 8.23, which is 37% below median its own 10-year median of 13.05. 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 (FRA:JGE1) has a current OCF Yield % of 8.23. The stock's GF Value™ is €12.79, compared to a current price of €15.10 — trading 18.1% above its estimated fair value. The current OCF Yield % is 8.23, which is 37% below median its 10-year median of 13.05 and 215.9% above the Asset Management industry median of 2.61. Julius Baer Gruppe AG's overall GF Score™ is 72/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is OCF Yield % calculated?
OCF Yield % is calculated from a company's financial statements. For Julius Baer Gruppe AG (FRA:JGE1), the current OCF Yield % is 8.23 as of Jul. 10, 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 (FRA:JGE1) Overvalued in 2026?
Based on GuruFocus' analysis, Julius Baer Gruppe AG stock appears to be overvalued.
The current stock price of €15.10 is trading 18.1% above its estimated GF Value™ of €12.79.
Key valuation signals for FRA:JGE1:
OCF Yield %: 8.23 (37% below median its 10-year median of 13.05)
GF Value™: €12.79 vs. price of €15.10 (18.1% above fair value)
Industry Position: 215.9% above the Asset Management median (#446 of 1510)
No single metric tells the full story. See the FRA:JGE1 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.
72GF Score
Get the complete analysis for FRA:JGE1
OCF Yield % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
FRA:JGE1 has been successfully added to your 
