Julius Baer Gruppe AGMEX:BAERN 76 PB Ratio is 1.24 as of Jun. 25, 2026, which is 30% below its 10-year median of 1.78. 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 1,607 Asset Management companies, Julius Baer Gruppe AG ranks worse than 84.01% on this metric.
Julius Baer Gruppe AG stock PB Ratio (=1.86) is close to 2-year high of 1.97.
The historical rank and industry rank for Julius Baer Gruppe AG's PB Ratio or its related term are showing as below:
MEX:BAERN'
s PB Ratio Range Over the Past 10 Years
Min: 0.99 Med: 1.78 Max: 2.46
Current: 1.86
During the past 13 years, Julius Baer Gruppe AG's highest PB Ratio was 2.46. The lowest was 0.99. And the median was 1.78.
MEX:BAERN's PB Ratio is ranked worse than 84.01% of 1607
companies
in the Asset Management industry
Industry Median: 0.95
vs MEX:BAERN: 1.86
During the past 12 months, Julius Baer Gruppe AG's average Book Value Per Share Growth Rate was 5.80% per year.
During the past 3 years, the average Book Value Per Share Growth Rate was 5.00% per year.
During the past 5 years, the average Book Value Per Share Growth Rate was 2.70% per year.
During the past 10 years, the average Book Value Per Share Growth Rate was 3.80% per year.
During the past 13 years, the highest 3-Year average Book Value Per Share Growth Rate of Julius Baer Gruppe AG was 7.70% per year. The lowest was -33.00% per year. And the median was 3.05% per year.
Back to Basics: PB Ratio
Julius Baer Gruppe AG (MEX:BAERN) PB Ratio Explanation
The PB Ratio works the best for the businesses that earn most of their profit from their assets, e.g. banks and insurance companies.
Be Aware
Some businesses have very light assets, such as software companies or insurance agencies. The PB Ratio does not work well for these companies. Some companies even have negative equity, so the PB Ratio cannot be applied to them.
* 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 PB Ratio, along with its competitors' market caps and PB Ratio 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 PB Ratio vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Julius Baer Gruppe AG's PB Ratio distribution charts can be found below:
* The bar in red indicates where Julius Baer Gruppe AG's PB Ratio falls into.
The PB Ratio, or Price-to-Book ratio, or Price/Book, is a financial ratio used to compare a company's market price to its Book Value per Share. It is a ratio widely used to value stocks.
* 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.
It can also be calculated from the numbers for the whole company:
A closely related ratio is called Price-to-Tangible-Book. The difference between Price-to-Tangible-Book and PB Ratio is that book value other than intangibles are used in the calculation.
Julius Baer Gruppe AG (MEX:BAERN) has a PB Ratio of 1.24 as of Jun. 25, 2026. Price-to-Book ratio is the ratio of share price to a company's book value per share. View historical data on Julius Baer Gruppe AG and its competitors. This is 30% below median its historical median of 1.78. Over the past decade, Julius Baer Gruppe AG's PB Ratio has ranged from 0.99 to 2.46. According to the industry distribution chart, Julius Baer Gruppe AG ranks #1350 out of 1607 companies in the Asset Management industry, placing it in the top 84%.
Is Julius Baer Gruppe AG's PB Ratio too high?
Julius Baer Gruppe AG's current PB Ratio of 1.24 is 30% below median its 10-year median of 1.78. Over the past 10 years, this metric has ranged from a low of 0.99 to a high of 2.46. The Asset Management industry median PB Ratio is 0.95. Julius Baer Gruppe AG's value of 1.24 is 30.5% above this industry median. Based on the distribution chart, Julius Baer Gruppe AG ranks #1350 out of 1607 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 76/100, reflecting its overall financial health beyond just this single metric.
How does Julius Baer Gruppe AG's PB Ratio compare to BLK and BX?
According to the Asset Management industry distribution chart, Julius Baer Gruppe AG ranks #1350 out of 1607 companies for PB Ratio. This places Julius Baer Gruppe AG in the lower half of its industry. The industry median PB Ratio is 0.95. Julius Baer Gruppe AG's value of 1.24 is 30.5% above this benchmark. Historically, Julius Baer Gruppe AG's own PB Ratio has ranged from 0.99 to 2.46 over the past decade. While the company's 10-year median is 1.78 vs. the industry median of 0.95, 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 PB Ratio for an Asset Management company?
The median PB Ratio among Asset Management companies is 0.95, based on 1,607 companies in the industry. Companies in the top quartile (top 25%) have a PB Ratio significantly above this median, while those in the bottom quartile fall well below. However, PB Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Julius Baer Gruppe AG's current PB Ratio of 1.24 is 30.5% 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 PB Ratio mean?
A high PB Ratio can signal that a stock is expensive relative to its fundamentals. Price-to-Book ratio is the ratio of share price to a company's book value per share. View historical data on Julius Baer Gruppe AG and its competitors. For the Asset Management industry, the median PB Ratio is 0.95 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Julius Baer Gruppe AG's current PB Ratio is 1.24, which is 30% below median its own 10-year median of 1.78. 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 PB Ratio of 1.24. 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 PB Ratio is 1.24, which is 30% below median its 10-year median of 1.78 and 30.5% above the Asset Management industry median of 0.95. 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 PB Ratio calculated?
PB Ratio is calculated from a company's financial statements. For Julius Baer Gruppe AG (MEX:BAERN), the current PB Ratio is 1.24 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:
PB Ratio: 1.24 (30% below median its 10-year median of 1.78)
GF Value™: MXN918.74 vs. price of MXN990.76 (7.8% above fair value)
Industry Position: 30.5% above the Asset Management median (#1350 of 1607)
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
Get the complete analysis for MEX:BAERN
PB Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
MEX:BAERN has been successfully added to your 
