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The historical rank and industry rank for Julius Baer Gruppe AG's Price-to-Tangible-Book or its related term are showing as below:
XSWX:BAER'
s Price-to-Tangible-Book Range Over the Past 10 Years
Min: 2.46 Med: 3.02 Max: 4.45
Current: 3.27
During the past 13 years, Julius Baer Gruppe AG's highest Price to Tangible Book Ratio was 4.45. The lowest was 2.46. And the median was 3.02.
XSWX:BAER's Price-to-Tangible-Book is ranked worse than 88.9% of 1522
companies
in the Asset Management industry
Industry Median: 0.92
vs XSWX:BAER: 3.27
Some businesses have very light assets, such as software companies or insurance agencies. The Price-to-Book Ratio does not work well for these companies. Some companies even have negative equity, so the Price-to-Book Ratio cannot be applied to them.
Julius Baer Gruppe AG Price-to-Tangible-Book Related Terms
Julius Baer Gruppe AG Price-to-Tangible-Book Historical Data
* Premium members only.
The historical data trend for Julius Baer Gruppe AG's Price-to-Tangible-Book 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.
Julius Baer Gruppe AG Price-to-Tangible-Book Chart
XSWX:BAER vs BLK, BX, KKR: Price-to-Tangible-Book Comparison
For the Asset Management subindustry, Julius Baer Gruppe AG's Price-to-Tangible-Book, along with its competitors' market caps and Price-to-Tangible-Book 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 Price-to-Tangible-Book vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Julius Baer Gruppe AG's Price-to-Tangible-Book distribution charts can be found below:
* The bar in red indicates where Julius Baer Gruppe AG's Price-to-Tangible-Book 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.
It can also be calculated from the numbers for the whole company:
A closely related ratio is called PB Ratio. The difference between Price-to-Tangible-Book Ratio and PB Ratio is that book value other than intangibles are used in the calculation.
Julius Baer Gruppe AG (XSWX:BAER) has a Price-to-Tangible-Book of 3.27 as of Sep. 15, 2026. Price-to-tangible-book ratio is the ratio of share price to a company's tangible book value per share. View historical data on Julius Baer Gruppe AG and its competitors. According to the industry distribution chart, Julius Baer Gruppe AG ranks #1353 out of 1522 companies in the Asset Management industry, placing it in the top 88.9%.
Is Julius Baer Gruppe AG's Price-to-Tangible-Book too high?
Julius Baer Gruppe AG's current Price-to-Tangible-Book is 3.27. The Asset Management industry median Price-to-Tangible-Book is 0.92. Julius Baer Gruppe AG's value of 3.27 is 255.4% above this industry median. Based on the distribution chart, Julius Baer Gruppe AG ranks #1353 out of 1522 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 73/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Julius Baer Gruppe AG's Price-to-Tangible-Book compare to BLK and BX?
According to the Asset Management industry distribution chart, Julius Baer Gruppe AG ranks #1353 out of 1522 companies for Price-to-Tangible-Book. This places Julius Baer Gruppe AG in the lower half of its industry. The industry median Price-to-Tangible-Book is 0.92. Julius Baer Gruppe AG's value of 3.27 is 255.4% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Price-to-Tangible-Book for an Asset Management company?
The median Price-to-Tangible-Book among Asset Management companies is 0.92, based on 1,522 companies in the industry. Companies in the top quartile (top 25%) have a Price-to-Tangible-Book significantly above this median, while those in the bottom quartile fall well below. However, Price-to-Tangible-Book should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Julius Baer Gruppe AG's current Price-to-Tangible-Book of 3.27 is 255.4% 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 Price-to-Tangible-Book mean?
A high Price-to-Tangible-Book can signal that a stock is expensive relative to its fundamentals. Price-to-tangible-book ratio is the ratio of share price to a company's tangible book value per share. View historical data on Julius Baer Gruppe AG and its competitors. For the Asset Management industry, the median Price-to-Tangible-Book is 0.92 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Julius Baer Gruppe AG's current Price-to-Tangible-Book is 3.27. 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?
Based on GuruFocus' analysis, Julius Baer Gruppe AG (XSWX:BAER) is currently considered Modestly Overvalued. The stock's GF Value™ is CHF63.60, compared to a current price of CHF74.30 — trading 16.8% above its estimated fair value. The current Price-to-Tangible-Book is 3.27 and 255.4% above the Asset Management industry median of 0.92. Julius Baer Gruppe AG's overall GF Score™ is 73/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Price-to-Tangible-Book calculated?
Price-to-Tangible-Book is calculated from a company's financial statements. For Julius Baer Gruppe AG (XSWX:BAER), the current Price-to-Tangible-Book is 3.27 as of Sep. 15, 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 (XSWX:BAER) Overvalued in 2026?
Based on GuruFocus' analysis, Julius Baer Gruppe AG stock appears to be overvalued.
The current stock price of CHF74.30 is trading 16.8% above its estimated GF Value™ of CHF63.60.
GuruFocus considers Julius Baer Gruppe AG to be Modestly Overvalued.
Key valuation signals for XSWX:BAER:
Price-to-Tangible-Book: 3.27
GF Value™: CHF63.60 vs. price of CHF74.30 (16.8% above fair value)
Industry Position: 255.4% above the Asset Management median (#1353 of 1522)
No single metric tells the full story. See the XSWX:BAER 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.
73GF Score
Get the complete analysis for XSWX:BAER
Price-to-Tangible-Book is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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