ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Julius Baer Gruppe AG's annualizedNet Income for the quarter that ended in Dec. 2025 was MXN21,167 Mil.
Julius Baer Gruppe AG's average Total Assets over the quarter that ended in Dec. 2025 was MXN2,426,686 Mil. Therefore, Julius Baer Gruppe AG's annualized ROA % for the quarter that ended in Dec. 2025 was 0.87%.
The historical rank and industry rank for Julius Baer Gruppe AG's ROA % or its related term are showing as below:
MEX:BAERN'
s ROA % Range Over the Past 10 Years
Min: 0.45 Med: 0.73 Max: 1.01
Current: 0.72
During the past 13 years, Julius Baer Gruppe AG's highest ROA % was 1.01%. The lowest was 0.45%. And the median was 0.73%.
MEX:BAERN's ROA % is ranked worse than 69.13% of 1639
companies
in the Asset Management industry
Industry Median: 3.95
vs MEX:BAERN: 0.72
Julius Baer Gruppe AG (MEX:BAERN) ROA % Explanation
ROA % measures the rate of return on the total assets (shareholder equity plus liabilities). It measures a firm's efficiency at generating profits from shareholders' equity plus its liabilities. ROA % shows how well a company uses what it has to generate earnings. ROA %s can vary drastically across industries. Therefore, ROA % should not be used to compare companies in different industries. For retailers, a ROA % of higher than 5% is expected. For example, Wal-Mart (WMT) has a ROA % of about 8% as of 2012. For banks, ROA % is close to their interest spread. A banks ROA % is typically well under 2%.
Similar to ROE, ROA % is affected by profit margins and asset turnover. This can be seen from the Du Pont Formula:
Note:
The Net Income data used here is two times the semi-annual (Dec. 2025) net income data. The Revenue data used here is two times the semi-annual (Dec. 2025) revenue data.
* 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.
Be Aware
Like ROE, ROA % is calculated with only 12 months data. Fluctuations in the company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective. ROA % can be affected by events such as stock buyback or issuance, and by goodwill, a company's tax rate and its interest payment. ROA % may not reflect the true earning power of the assets. A more accurate measurement is ROC % (ROC).
Many analysts argue the higher return the better. Buffett states that really high ROA % may indicate vulnerability in the durability of the competitive advantage.
E.g. Raising $43b to take on KO is impossible, but $1.7b to take on Moody's is. Although Moody's ROA % and underlying economics is far superior to Coca Cola, the durability is far weaker because of lower entry cost.
* 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.
For the Asset Management subindustry, Julius Baer Gruppe AG's ROA %, along with its competitors' market caps and ROA % 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 ROA % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Julius Baer Gruppe AG's ROA % distribution charts can be found below:
* The bar in red indicates where Julius Baer Gruppe AG's ROA % 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 ROA %, the net income of the last fiscal year and the average total assets 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.
ROA % is displayed in the 30-year financial page.
Julius Baer Gruppe AG (MEX:BAERN) has a ROA % of 0.87% as of Dec. 2025. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Julius Baer Gruppe AG and its competitors. This is 19% above median its historical median of 0.73. Over the past decade, Julius Baer Gruppe AG's ROA % has ranged from 0.45 to 1.01. According to the industry distribution chart, Julius Baer Gruppe AG ranks #1133 out of 1639 companies in the Asset Management industry, placing it in the top 69.1%.
Is Julius Baer Gruppe AG's ROA % too high?
Julius Baer Gruppe AG's current ROA % of 0.87% is 19% above median its 10-year median of 0.73. Over the past 10 years, this metric has ranged from a low of 0.45 to a high of 1.01. The Asset Management industry median ROA % is 3.95. Julius Baer Gruppe AG's value of 0.87% is 78% below this industry median. Based on the distribution chart, Julius Baer Gruppe AG ranks #1133 out of 1639 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 ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, Julius Baer Gruppe AG ranks #1133 out of 1639 companies for ROA %. This places Julius Baer Gruppe AG in the lower half of its industry. The industry median ROA % is 3.95. Julius Baer Gruppe AG's value of 0.87% is 78% below this benchmark. Historically, Julius Baer Gruppe AG's own ROA % has ranged from 0.45 to 1.01 over the past decade. While the company's 10-year median is 0.73 vs. the industry median of 3.95, 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 ROA % for an Asset Management company?
The median ROA % among Asset Management companies is 3.95, based on 1,639 companies in the industry. Companies in the top quartile (top 25%) have a ROA % significantly above this median, while those in the bottom quartile fall well below. However, ROA % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Julius Baer Gruppe AG's current ROA % of 0.87% is 78% 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 ROA % mean?
A high ROA % can signal that a stock is expensive relative to its fundamentals. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Julius Baer Gruppe AG and its competitors. For the Asset Management industry, the median ROA % is 3.95 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Julius Baer Gruppe AG's current ROA % is 0.87%, which is 19% above median its own 10-year median of 0.73. 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 ROA % of 0.87%. 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 ROA % is 0.87%, which is 19% above median its 10-year median of 0.73 and 78% below the Asset Management industry median of 3.95. 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 ROA % calculated?
ROA % is calculated from a company's financial statements. For Julius Baer Gruppe AG (MEX:BAERN), the current ROA % is 0.87% 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:
ROA %: 0.87% (19% above median its 10-year median of 0.73)
GF Value™: MXN918.74 vs. price of MXN990.76 (7.8% above fair value)
Industry Position: 78% below the Asset Management median (#1133 of 1639)
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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