Julius Baer Gruppe AGMEX:BAERN 76 PEG Ratio is 3.78 as of Jun. 25, 2026, which is 21% below its 10-year median of 4.77. 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 497 Asset Management companies, Julius Baer Gruppe AG ranks worse than 78.67% on this metric.
PE Ratio without NRI / 5-Year Book Value Growth Rate*
* The 5-Year Book Value Growth Rate is the 5-year average Book Value per share growth rate. While the denominator is a percentage, we use the whole number as opposed to the decimal form for the calculation. For example, 5% would be shown as 5 as opposed to 0.05. If it's smaller than or equal to 0, then the PEG Ratio is not calculated.
The historical rank and industry rank for Julius Baer Gruppe AG's PEG Ratio or its related term are showing as below:
MEX:BAERN'
s PEG Ratio Range Over the Past 10 Years
Min: 1.68 Med: 4.77 Max: 34.26
Current: 5.71
During the past 13 years, Julius Baer Gruppe AG's highest PEG Ratio was 34.26. The lowest was 1.68. And the median was 4.77.
MEX:BAERN's PEG Ratio is ranked worse than 78.67% of 497
companies
in the Asset Management industry
Industry Median: 1.72
vs MEX:BAERN: 5.71
Peter Lynch thinks a company with a P/E ratio equal to its growth rate is fairly valued.
Julius Baer Gruppe AG (MEX:BAERN) PEG Ratio Explanation
To compare stocks with different growth rates, Peter Lynch invented a ratio called PEG Ratio. PEG Ratio is defined as the P/E ratio divided by the growth ratio. He thinks a company with a P/E ratio equal to its growth rate is fairly valued. Still he said he would rather buy a company growing 20% a year with a P/E of 20, instead of a company growing 10% a year with a P/E of 10.
* 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 PEG Ratio, along with its competitors' market caps and PEG 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 PEG Ratio vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Julius Baer Gruppe AG's PEG Ratio distribution charts can be found below:
* The bar in red indicates where Julius Baer Gruppe AG's PEG Ratio 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.
* Note: The 5-Year Book Value Growth Rate is the 5-year average Book Value per share growth rate. While the denominator is a percentage, we use the whole number as opposed to the decimal form for the calculation. For example, 5% would be shown as 5 as opposed to 0.05. If it's smaller than or equal to 0, then the PEG Ratio is not calculated.
Julius Baer Gruppe AG (MEX:BAERN) has a PEG Ratio of 3.78 as of Jun. 25, 2026. Price-earnings to growth ratio is the ratio of price-earnings to a company's earnings growth rate. View historical data on Julius Baer Gruppe AG and its competitors. This is 21% below median its historical median of 4.77. Over the past decade, Julius Baer Gruppe AG's PEG Ratio has ranged from 1.68 to 34.26. According to the industry distribution chart, Julius Baer Gruppe AG ranks #391 out of 497 companies in the Asset Management industry, placing it in the top 78.7%.
Is Julius Baer Gruppe AG's PEG Ratio too high?
Julius Baer Gruppe AG's current PEG Ratio of 3.78 is 21% below median its 10-year median of 4.77. Over the past 10 years, this metric has ranged from a low of 1.68 to a high of 34.26. The Asset Management industry median PEG Ratio is 1.72. Julius Baer Gruppe AG's value of 3.78 is 119.8% above this industry median. Based on the distribution chart, Julius Baer Gruppe AG ranks #391 out of 497 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 PEG Ratio compare to BLK and BX?
According to the Asset Management industry distribution chart, Julius Baer Gruppe AG ranks #391 out of 497 companies for PEG Ratio. This places Julius Baer Gruppe AG in the lower half of its industry. The industry median PEG Ratio is 1.72. Julius Baer Gruppe AG's value of 3.78 is 119.8% above this benchmark. Historically, Julius Baer Gruppe AG's own PEG Ratio has ranged from 1.68 to 34.26 over the past decade. While the company's 10-year median is 4.77 vs. the industry median of 1.72, 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 PEG Ratio for an Asset Management company?
The median PEG Ratio among Asset Management companies is 1.72, based on 497 companies in the industry. Companies in the top quartile (top 25%) have a PEG Ratio significantly above this median, while those in the bottom quartile fall well below. However, PEG Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Julius Baer Gruppe AG's current PEG Ratio of 3.78 is 119.8% 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 PEG Ratio mean?
A high PEG Ratio can signal that a stock is expensive relative to its fundamentals. Price-earnings to growth ratio is the ratio of price-earnings to a company's earnings growth rate. View historical data on Julius Baer Gruppe AG and its competitors. For the Asset Management industry, the median PEG Ratio is 1.72 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Julius Baer Gruppe AG's current PEG Ratio is 3.78, which is 21% below median its own 10-year median of 4.77. 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 PEG Ratio of 3.78. 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 PEG Ratio is 3.78, which is 21% below median its 10-year median of 4.77 and 119.8% above the Asset Management industry median of 1.72. 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 PEG Ratio calculated?
PEG Ratio is calculated from a company's financial statements. For Julius Baer Gruppe AG (MEX:BAERN), the current PEG Ratio is 3.78 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:
PEG Ratio: 3.78 (21% below median its 10-year median of 4.77)
GF Value™: MXN918.74 vs. price of MXN990.76 (7.8% above fair value)
Industry Position: 119.8% above the Asset Management median (#391 of 497)
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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