Julius Baer Gruppe AG (XSWX:BAER) GF Value Rank : 6 (As of Dec. 14, 2024)

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What is Julius Baer Gruppe AG GF Value Rank?

Julius Baer Gruppe AG has the GF Value Rank of 6.

The GF Value Rank is determined by the price-to-GF-Value (P/GF Value) ratio, a proprietary metric calculated based on historical multiples along with an adjustment factor based on a company's past returns and growth and future estimates of the business' performance.

GuruFocus found that for valuation, we cannot simply give stocks a better GF Value rank simply because they have a lower P/GF Value ratio. Backtesting shows that over the long term, the two worst-performing groups are the most expensive group (with the highest P/GF Value ratio) and the least expensive group (with the lowest P/GF Value ratio).

We can understand why the most expensive group underperforms. We were initially puzzled by the underperformance of the least expensive group, but we realized there is a reason why some stocks are super cheap. If they look too undervalued, it is often because the businesses behind them are poor quality. The market realized this and gave them low valuations. In a way, the market is efficient.

After multiple backtesting analyses, we granted the stocks in third-cheapest percentile the highest GF Value rank, as they have performed the best over a full market cycle. Stock performance is actually not as sensitive to valuation as it is to growth and profitability. On average, the companies in the 20%-50% valuation groups have similar performances. Therefore, we should avoid the most expensive and the least expensive stocks. We can be more tolerant of valuation.

Please click GF Score to see more details on the GF Score's 5 Key Aspects of Analysis.

Competitive Comparison of Julius Baer Gruppe AG's GF Value Rank

For the Asset Management subindustry, Julius Baer Gruppe AG's GF Value Rank, along with its competitors' market caps and GF Value Rank 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's GF Value Rank Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Julius Baer Gruppe AG's GF Value Rank distribution charts can be found below:

* The bar in red indicates where Julius Baer Gruppe AG's GF Value Rank falls into.

Julius Baer Gruppe AG GF Value Rank Related Terms

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Julius Baer Gruppe AG Business Description

Industry

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Comparable Companies

Traded in Other Exchanges

JBAXY:USA JBARF:USA BAERz:UK 0QO6:UK JGE1:Germany

Address

Bahnhofstrasse 36, Zurich, CHE, 8010

Website

https://www.juliusbaer.com

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.