Julius Baer Gruppe AGMEX:BAERN 76 PE Ratio (TTM) is 11.63 as of Jun. 25, 2026, which is 32% below its 10-year median of 17.01. 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 1,205 Asset Management companies, Julius Baer Gruppe AG ranks worse than 67.88% on this metric.
The PE Ratio (TTM), or Price-to-Earnings ratio, or P/E Ratio, is a financial ratio used to compare a company's market price to its Earnings per Share (Diluted). As of today (2026-06-25), Julius Baer Gruppe AG's share price is
MXN990.76.
Julius Baer Gruppe AG's Earnings per Share (Diluted) for the trailing twelve months (TTM) ended in Dec. 2025 was MXN85.16. Therefore, Julius Baer Gruppe AG's PE Ratio (TTM) for today is 11.63.
Warning Sign:
Julius Baer Gruppe AG stock PE Ratio (=17.65) is close to 1-year high of 18.32.
The historical rank and industry rank for Julius Baer Gruppe AG's PE Ratio (TTM) or its related term are showing as below:
MEX:BAERN'
s PE Ratio (TTM) Range Over the Past 10 Years
Min: 8.51 Med: 17.01 Max: 84.27
Current: 17.65
During the past 13 years, the highest PE Ratio (TTM) of Julius Baer Gruppe AG was 84.27. The lowest was 8.51. And the median was 17.01.
MEX:BAERN's PE Ratio (TTM) is ranked worse than 67.88% of 1205
companies
in the Asset Management industry
Industry Median: 11.49
vs MEX:BAERN: 17.65
During the past 12 months, Julius Baer Gruppe AG's average EPS without NRIGrowth Rate was -18.50% per year.
During the past 3 years, the average EPS without NRIGrowth Rate was -3.40% per year.
During the past 5 years, the average EPS without NRIGrowth Rate was 1.40% per year.
During the past 10 years, the average EPS without NRIGrowth Rate was 12.20% per year.
During the past 13 years, Julius Baer Gruppe AG's highest 3-Year average EPS without NRI Growth Rate was 83.00% per year. The lowest was -26.00% per year. And the median was -6.35% per year.
Julius Baer Gruppe AG's EPS (Basic) for the
six
months ended in Dec. 2025 was MXN51.52.
Its EPS (Basic) for the trailing twelve months (TTM) ended in Dec. 2025 was MXN84.86.
Julius Baer Gruppe AG (MEX:BAERN) PE Ratio (TTM) Explanation
The PE Ratio (TTM) can be viewed as the number of years it takes for the company to earn back the price you pay for the stock. For example, if a company earns $2 a share per year, and the stock is traded at $30, the PE Ratio (TTM) is 15. Therefore it takes 15 years for the company to earn back the $30 you paid for its stock, assuming the earnings stays constant over the next 15 years.
In real business, earnings never stay constant. If a company can grow its earnings, it takes fewer years for the company to earn back the price you pay for the stock. If a company's earnings decline it takes more years. As a shareholder, you want the company to earn back the price you pay as soon as possible. Therefore, lower P/E stocks are more attractive than higher P/E stocks so long as the PE Ratio (TTM) is positive. Also for stocks with the same PE Ratio (TTM), the one with faster growth business is more attractive.
If a company loses money, the PE Ratio (TTM) becomes meaningless.
To compare stocks with different growth rates, Peter Lynch invented a ratio called PEG Ratio. PEG Ratio is defined as the PE Ratio (TTM) divided by the growth ratio. He thinks a company with a PE Ratio (TTM) equal to its growth rate is fairly valued. Still he said he would rather buy a company growing 20% a year with a PE Ratio (TTM) of 20, instead of a company growing 10% a year with a PE Ratio (TTM) of 10.
Because the PE Ratio (TTM) measures how long it takes to earn back the price you pay, the PE Ratio (TTM) can be applied to the stocks across different industries. That is why it is the one of the most important and widely used indicators for the valuation of stocks.
Investors need to be aware that the PE Ratio (TTM) can be misleading a lot of times, especially when the underlying business is cyclical and unpredictable. As Peter Lynch pointed out, cyclical businesses have higher profit margins at the peaks of the business cycles. Their earnings are high and PE Ratio (TTM)s are artificially low. It is usually a bad idea to buy a cyclical business when the PE Ratio (TTM) is low. A better ratio to identify the time to buy a cyclical businesses is the PS Ratio .
PE Ratio (TTM) can also be affected by non-recurring-items such as the sale of part of businesses. This may increase for the current year or quarter dramatically. But it cannot be repeated over and over. Therefore PE Ratio without NRI is a more accurate indication of valuation than PE Ratio (TTM).
Julius Baer Gruppe AG PE Ratio (TTM) Related Terms
Julius Baer Gruppe AG PE Ratio (TTM) Historical Data
* Premium members only.
The historical data trend for Julius Baer Gruppe AG's PE Ratio (TTM) 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: PE Ratio (TTM) Comparison
For the Asset Management subindustry, Julius Baer Gruppe AG's PE Ratio (TTM), along with its competitors' market caps and PE Ratio (TTM) 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 PE Ratio (TTM) vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Julius Baer Gruppe AG's PE Ratio (TTM) distribution charts can be found below:
* The bar in red indicates where Julius Baer Gruppe AG's PE Ratio (TTM) falls into.
The PE Ratio (TTM), or Price-to-Earnings ratio, or P/E Ratio, is a financial ratio used to compare a company's market price to its Earnings per Share (Diluted). It is the most widely used ratio in the valuation of stocks.
Julius Baer Gruppe AG's Share Price of today is MXN990.76.
For company reported semi-annually, Julius Baer Gruppe AG's Earnings per Share (Diluted) for the trailing twelve months (TTM) ended in Dec. 2025 adds up the semi-annually data reported by the company within the most recent 12 months, which was MXN85.16.
* 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:
There are at least three kinds of PE Ratio (TTM)s used by different investors. They are Trailing Twelve Month PE Ratio (TTM) or PE Ratio (TTM) (TTM), Forward PE Ratio, or PE Ratio without NRI. A new PE Ratio (TTM) based on inflation-adjusted normalized PE Ratio (TTM) is called Shiller PE Ratio, after Yale professor Robert Shiller.
In the calculation of PE Ratio (TTM), the earnings per share used are the earnings per share over the past 12 months. For Forward PE Ratio, the earnings are the expected earnings for the next twelve months. In the case of PE Ratio without NRI, the reported earnings less the non-recurring items are used.
For Shiller PE Ratio, the earnings of the past 10 years are inflation-adjusted and averaged. Since it looks at the average over the last 10 years, Shiller PE Ratio is also called PE10.
Julius Baer Gruppe AG (MEX:BAERN) has a PE Ratio (TTM) of 11.63 as of Jun. 25, 2026. Trailing 12-month P/E ratio is the ratio of share price to a company's trailing 12-month earnings per share. View historical data on Julius Baer Gruppe AG and its competitors. This is 32% below median its historical median of 17.01. Over the past decade, Julius Baer Gruppe AG's PE Ratio (TTM) has ranged from 8.51 to 84.27. According to the industry distribution chart, Julius Baer Gruppe AG ranks #818 out of 1205 companies in the Asset Management industry, placing it in the top 67.9%.
Is Julius Baer Gruppe AG's PE Ratio (TTM) too high?
Julius Baer Gruppe AG's current PE Ratio (TTM) of 11.63 is 32% below median its 10-year median of 17.01. Over the past 10 years, this metric has ranged from a low of 8.51 to a high of 84.27. The Asset Management industry median PE Ratio (TTM) is 11.49. Julius Baer Gruppe AG's value of 11.63 is 1.2% above this industry median. Based on the distribution chart, Julius Baer Gruppe AG ranks #818 out of 1205 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 PE Ratio (TTM) compare to BLK and BX?
According to the Asset Management industry distribution chart, Julius Baer Gruppe AG ranks #818 out of 1205 companies for PE Ratio (TTM). This places Julius Baer Gruppe AG in the lower half of its industry. The industry median PE Ratio (TTM) is 11.49. Julius Baer Gruppe AG's value of 11.63 is 1.2% above this benchmark. Historically, Julius Baer Gruppe AG's own PE Ratio (TTM) has ranged from 8.51 to 84.27 over the past decade. While the company's 10-year median is 17.01 vs. the industry median of 11.49, 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 PE Ratio (TTM) for an Asset Management company?
The median PE Ratio (TTM) among Asset Management companies is 11.49, based on 1,205 companies in the industry. Companies in the top quartile (top 25%) have a PE Ratio (TTM) significantly above this median, while those in the bottom quartile fall well below. However, PE Ratio (TTM) should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Julius Baer Gruppe AG's current PE Ratio (TTM) of 11.63 is 1.2% 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 PE Ratio (TTM) mean?
A high PE Ratio (TTM) can signal that a stock is expensive relative to its fundamentals. Trailing 12-month P/E ratio is the ratio of share price to a company's trailing 12-month earnings per share. View historical data on Julius Baer Gruppe AG and its competitors. For the Asset Management industry, the median PE Ratio (TTM) is 11.49 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Julius Baer Gruppe AG's current PE Ratio (TTM) is 11.63, which is 32% below median its own 10-year median of 17.01. 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 PE Ratio (TTM) of 11.63. 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 PE Ratio (TTM) is 11.63, which is 32% below median its 10-year median of 17.01 and 1.2% above the Asset Management industry median of 11.49. 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 PE Ratio (TTM) calculated?
PE Ratio (TTM) is calculated from a company's financial statements. For Julius Baer Gruppe AG (MEX:BAERN), the current PE Ratio (TTM) is 11.63 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:
PE Ratio (TTM): 11.63 (32% below median its 10-year median of 17.01)
GF Value™: MXN918.74 vs. price of MXN990.76 (7.8% above fair value)
Industry Position: 1.2% above the Asset Management median (#818 of 1205)
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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PE Ratio (TTM) is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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