Julius Baer Gruppe AGMEX:BAERN 76 Return-on-Tangible-Equity is 21.22% as of Dec. 2025, which is 12% below its 10-year median of 24.25. 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 1,594 Asset Management companies, Julius Baer Gruppe AG ranks better than 75.22% on this metric.
Return-on-Tangible-Equity is calculated as Net Income divided by its average total shareholder tangible equity. Total shareholder tangible equity equals to Total Stockholders Equity minus Intangible Assets. Julius Baer Gruppe AG's annualized net income for the quarter that ended in Dec. 2025 was MXN21,167 Mil. Julius Baer Gruppe AG's average shareholder tangible equity for the quarter that ended in Dec. 2025 was MXN99,756 Mil. Therefore, Julius Baer Gruppe AG's annualized Return-on-Tangible-Equity for the quarter that ended in Dec. 2025 was 21.22%.
The historical rank and industry rank for Julius Baer Gruppe AG's Return-on-Tangible-Equity or its related term are showing as below:
MEX:BAERN'
s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: 12.36 Med: 24.25 Max: 27.53
Current: 17.71
During the past 13 years, Julius Baer Gruppe AG's highest Return-on-Tangible-Equity was 27.53%. The lowest was 12.36%. And the median was 24.25%.
MEX:BAERN's Return-on-Tangible-Equity is ranked better than 75.22% of 1594
companies
in the Asset Management industry
Industry Median: 6.985
vs MEX:BAERN: 17.71
Julius Baer Gruppe AG (MEX:BAERN) Return-on-Tangible-Equity Explanation
Return-on-Tangible-Equity measures the rate of return on the ownership interest (shareholder's tangible equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' tangible equity (shareholders equity minus intangibles). Return-on-Tangible-Equity shows how well a company uses investment funds to generate earnings growth. Return-on-Tangible-Equitys between 15% and 20% are considered desirable.
Be Aware
Net Income is used.
Because a company can increase its Return-on-Tangible-Equity by having more financial leverage, it is important to watch the leverage ratio when investing in high Return-on-Tangible-Equity companies. Like Return-on-Tangible-Asset, Return-on-Tangible-Equity is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.
Asset light businesses require very few assets to generate very high earnings. Their Return-on-Tangible-Equitys can be extremely high.
Julius Baer Gruppe AG Return-on-Tangible-Equity Related Terms
Julius Baer Gruppe AG Return-on-Tangible-Equity Historical Data
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The historical data trend for Julius Baer Gruppe AG's Return-on-Tangible-Equity 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 Return-on-Tangible-Equity Chart
MEX:BAERN vs BLK, BX, KKR: Return-on-Tangible-Equity Comparison
For the Asset Management subindustry, Julius Baer Gruppe AG's Return-on-Tangible-Equity, along with its competitors' market caps and Return-on-Tangible-Equity 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 Return-on-Tangible-Equity vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Julius Baer Gruppe AG's Return-on-Tangible-Equity distribution charts can be found below:
* The bar in red indicates where Julius Baer Gruppe AG's Return-on-Tangible-Equity 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.
In the calculation of annual Return-on-Tangible-Equity, the net income of the last fiscal year and the average total shareholder tangible equity over the fiscal year are used. In calculating the quarterly data,
the net income data used here is two times the semi-annual (Dec. 2025) net income data.
Return-on-Tangible-Equity is displayed in the 10-year financial page.
What does a Return-on-Tangible-Equity of 21.22% mean?
Julius Baer Gruppe AG (MEX:BAERN) has a Return-on-Tangible-Equity of 21.22% as of Dec. 2025. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on Julius Baer Gruppe AG and its competitors. This is 12% below median its historical median of 24.25. Over the past decade, Julius Baer Gruppe AG's Return-on-Tangible-Equity has ranged from 12.36 to 27.53. According to the industry distribution chart, Julius Baer Gruppe AG ranks #395 out of 1594 companies in the Asset Management industry, placing it in the top 24.8%.
Is Julius Baer Gruppe AG's Return-on-Tangible-Equity too high?
Julius Baer Gruppe AG's current Return-on-Tangible-Equity of 21.22% is 12% below median its 10-year median of 24.25. Over the past 10 years, this metric has ranged from a low of 12.36 to a high of 27.53. The Asset Management industry median Return-on-Tangible-Equity is 6.99. Julius Baer Gruppe AG's value of 21.22% is 203.8% above this industry median. Based on the distribution chart, Julius Baer Gruppe AG ranks #395 out of 1594 companies in the Asset Management industry, which is in the top quartile — a strong position 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 Return-on-Tangible-Equity compare to BLK and BX?
According to the Asset Management industry distribution chart, Julius Baer Gruppe AG ranks #395 out of 1594 companies for Return-on-Tangible-Equity. This places Julius Baer Gruppe AG in the top 25% of its industry — outperforming the majority of peers. The industry median Return-on-Tangible-Equity is 6.99. Julius Baer Gruppe AG's value of 21.22% is 203.8% above this benchmark. Historically, Julius Baer Gruppe AG's own Return-on-Tangible-Equity has ranged from 12.36 to 27.53 over the past decade. While the company's 10-year median is 24.25 vs. the industry median of 6.99, 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 Return-on-Tangible-Equity for an Asset Management company?
The median Return-on-Tangible-Equity among Asset Management companies is 6.99, based on 1,594 companies in the industry. Companies in the top quartile (top 25%) have a Return-on-Tangible-Equity significantly above this median, while those in the bottom quartile fall well below. However, Return-on-Tangible-Equity should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Julius Baer Gruppe AG's current Return-on-Tangible-Equity of 21.22% is 203.8% 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 Return-on-Tangible-Equity mean?
A high Return-on-Tangible-Equity can signal that a stock is expensive relative to its fundamentals. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on Julius Baer Gruppe AG and its competitors. For the Asset Management industry, the median Return-on-Tangible-Equity is 6.99 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Julius Baer Gruppe AG's current Return-on-Tangible-Equity is 21.22%, which is 12% below median its own 10-year median of 24.25. 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 Return-on-Tangible-Equity of 21.22%. 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 Return-on-Tangible-Equity is 21.22%, which is 12% below median its 10-year median of 24.25 and 203.8% above the Asset Management industry median of 6.99. 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 Return-on-Tangible-Equity calculated?
Return-on-Tangible-Equity is calculated from a company's financial statements. For Julius Baer Gruppe AG (MEX:BAERN), the current Return-on-Tangible-Equity is 21.22% 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:
Return-on-Tangible-Equity: 21.22% (12% below median its 10-year median of 24.25)
GF Value™: MXN918.74 vs. price of MXN990.76 (7.8% above fair value)
Industry Position: 203.8% above the Asset Management median (#395 of 1594)
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
Get the complete analysis for MEX:BAERN
Return-on-Tangible-Equity is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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