Julius Baer Gruppe AG (XSWX:BAER) Risk Assessment


XSWX:BAER Julius Baer Gruppe AG XSWX:BAER
74 GF Score
Price CHF73.92
GF Value CHF61.25
Valuation Modestly Overvalued
! 7 Warning Signs
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What is Julius Baer Gruppe AG Risk Assessment?

Risk Assessment represents the investment risk of a stock derived from our exclusive method. It suggests how risky the investment opportunity is based on the valuation and the fundamental performance of the stock. It is derived from following key aspects:

1. GuruFocus internally developed valuations of the stock, such as GF valuation.
2. Quality Rank, a business quality indicator developed by GuruFocus.
3. Fundamental performance: Piotroski F-Score, Altman Z-Score, Beneish M-Score, etc.
4. Growth opportunities: 5-year revenue growth rate, 5-Year EPS without NRI Growth Rate, etc.

Value investors are always willing to find undervalued stocks. However, not all the undervalued stocks are good deals, we should also be careful of how risky the investment opportunity is. We believe that if the company's financial strength and profitability are strong, and the stock price is within a reasonable range of the GF valuation, or stock has a high return with its price being undervalued, then it might be a good investment opportunity with low risk.

Based on those aspects listed above, GuruFocus believes the risk assessment of Julius Baer Gruppe AG is: High Risk: High uncertainty with risk-return tradeoff.

Julius Baer Gruppe AG  (XSWX:BAER) Risk Assessment Explanation

Based on the four aspects listed above, GuruFocus provides the following 7 evaluations:

All-in-One Screener Examples (1)
Low Risk: Strong fundamentals, worth long-term holding
Moderate Risk: Sensitive, better choose undervalued stock
High Risk: High uncertainty with risk-return tradeoff
High Risk: Good fundamentals, beware of shrinking business
High Risk: Sensitive to economic or industry trends
High Risk: High uncertainty
No Data: Cannot be evaluated

(1) These are some simple examples. You can access our Risk Assessment filter under All-in-One Screener’s Fundamental tab and set your own criteria.

Julius Baer Gruppe AG Risk Assessment Related Terms

XSWX:BAER vs BLK, BX, KKR: Risk Assessment Comparison

For the Asset Management subindustry, Julius Baer Gruppe AG's Risk Assessment, along with its competitors' market caps and Risk Assessment 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 Risk Assessment vs Asset Management Industry

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

* The bar in red indicates where Julius Baer Gruppe AG's Risk Assessment falls into.


XSWX:BAER
74GF Score
Julius Baer Gruppe AG XSWX:BAER
Risk Assessment is just one metric. See GF Score™, valuation, warning signs, and more.
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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 CHF73.92 is trading 20.7% above its estimated GF Value™ of CHF61.25. GuruFocus considers Julius Baer Gruppe AG to be Modestly Overvalued.

Key valuation signals for XSWX:BAER:

  • Risk Assessment:
  • GF Value™: CHF61.25 vs. price of CHF73.92 (20.7% above fair value)
  • GF Score™: 74/100 with 7 warning signs

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 Gruppe AG Business Description

Address Bahnhofstrasse 36, P.O. Box, Zurich, CHE, 8010
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.
74GF Score

Get the complete analysis for XSWX:BAER

Risk Assessment is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

CHF73.92
Price
CHF61.25
GF Value