Julius Baer Gruppe AGMEX:BAERN 76 Pretax Margin % is 26.57% as of Dec. 2025, which is 0% below its 10-year median of 26.63. 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 74.11% on this metric.
The historical rank and industry rank for Julius Baer Gruppe AG's Pretax Margin % or its related term are showing as below:
MEX:BAERN'
s Pretax Margin % Range Over the Past 10 Years
Min: 13.29 Med: 26.63 Max: 32.56
Current: 23.01
MEX:BAERN's Pretax Margin % is ranked worse than 74.11% of 1580
companies
in the Asset Management industry
Industry Median: 89.475
vs MEX:BAERN: 23.01
Julius Baer Gruppe AG (MEX:BAERN) Pretax Margin % Explanation
The pretax margin, as know as pretax profit margin, is widely used to measure the operating efficiency of a company before deducting taxes.
The pretax margin is sometimes preferred over the net margin as tax expenditures can make profitability comparisons between companies misleading.
It is a useful tool to compare companies operating in the same sector and less effective when comparing companies from other sectors as each industry generally has different operating expenses and sales patterns.
The long term trend of the pretax margin is a good indicator of the competitiveness and health of the business.
Julius Baer Gruppe AG Pretax Margin % Related Terms
Julius Baer Gruppe AG Pretax Margin % Historical Data
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The historical data trend for Julius Baer Gruppe AG's Pretax 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: Pretax Margin % Comparison
For the Asset Management subindustry, Julius Baer Gruppe AG's Pretax Margin %, along with its competitors' market caps and Pretax 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 Pretax Margin % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Julius Baer Gruppe AG's Pretax Margin % distribution charts can be found below:
* The bar in red indicates where Julius Baer Gruppe AG's Pretax 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 Pretax Margin % of 26.57% as of Dec. 2025. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Julius Baer Gruppe AG and its competitors. This is near median its historical median of 26.63. Over the past decade, Julius Baer Gruppe AG's Pretax Margin % has ranged from 13.29 to 32.56. According to the industry distribution chart, Julius Baer Gruppe AG ranks #1171 out of 1580 companies in the Asset Management industry, placing it in the top 74.1%.
Is Julius Baer Gruppe AG's Pretax Margin % too high?
Julius Baer Gruppe AG's current Pretax Margin % of 26.57% is near median its 10-year median of 26.63. Over the past 10 years, this metric has ranged from a low of 13.29 to a high of 32.56. The Asset Management industry median Pretax Margin % is 89.48. Julius Baer Gruppe AG's value of 26.57% is 70.3% below this industry median. Based on the distribution chart, Julius Baer Gruppe AG ranks #1171 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 Pretax Margin % compare to BLK and BX?
According to the Asset Management industry distribution chart, Julius Baer Gruppe AG ranks #1171 out of 1580 companies for Pretax Margin %. This places Julius Baer Gruppe AG in the lower half of its industry. The industry median Pretax Margin % is 89.48. Julius Baer Gruppe AG's value of 26.57% is 70.3% below this benchmark. Historically, Julius Baer Gruppe AG's own Pretax Margin % has ranged from 13.29 to 32.56 over the past decade. While the company's 10-year median is 26.63 vs. the industry median of 89.48, 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 Pretax Margin % for an Asset Management company?
The median Pretax Margin % among Asset Management companies is 89.48, based on 1,580 companies in the industry. Companies in the top quartile (top 25%) have a Pretax Margin % significantly above this median, while those in the bottom quartile fall well below. However, Pretax Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Julius Baer Gruppe AG's current Pretax Margin % of 26.57% is 70.3% 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 Pretax Margin % mean?
A high Pretax Margin % can signal that a stock is expensive relative to its fundamentals. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Julius Baer Gruppe AG and its competitors. For the Asset Management industry, the median Pretax Margin % is 89.48 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Julius Baer Gruppe AG's current Pretax Margin % is 26.57%, which is near median its own 10-year median of 26.63. 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 Pretax Margin % of 26.57%. 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 Pretax Margin % is 26.57%, which is near median its 10-year median of 26.63 and 70.3% below the Asset Management industry median of 89.48. 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 Pretax Margin % calculated?
Pretax Margin % is calculated from a company's financial statements. For Julius Baer Gruppe AG (MEX:BAERN), the current Pretax Margin % is 26.57% 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:
Pretax Margin %: 26.57% (near median its 10-year median of 26.63)
GF Value™: MXN918.74 vs. price of MXN990.76 (7.8% above fair value)
Industry Position: 70.3% below the Asset Management median (#1171 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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