Julius Baer Gruppe AG (XSWX:BAER) ROC (Joel Greenblatt) %: % (As of Dec. 2025)


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 ROC (Joel Greenblatt) %?

Julius Baer Gruppe AG XSWX:BAER -0.67% 74 ROC (Joel Greenblatt) % is % as of Dec. 2025. GuruFocus rates XSWX:BAER with a GF Score™ of 74/100 and a GF Value™ of CHF61.25 (Modestly Overvalued). The stock has 7 warning signs investors should review. Among 628 Asset Management companies, Julius Baer Gruppe AG ranks worse than 159235.51% on this metric.

ROC (Joel Greenblatt) % does not apply to banks and insurance companies.

XSWX:BAER
74GF Score
Julius Baer Gruppe AG XSWX:BAER
ROC (Joel Greenblatt) % is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a ROC (Joel Greenblatt) % of % mean?
Julius Baer Gruppe AG (XSWX:BAER) has a ROC (Joel Greenblatt) % of % as of Dec. 2025. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Julius Baer Gruppe AG and its competitors. According to the industry distribution chart, Julius Baer Gruppe AG ranks #999999 out of 628 companies in the Asset Management industry.
Is Julius Baer Gruppe AG's ROC (Joel Greenblatt) % too high?
Julius Baer Gruppe AG's current ROC (Joel Greenblatt) % is %. Based on the distribution chart, Julius Baer Gruppe AG ranks #999999 out of 628 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 74/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Julius Baer Gruppe AG's ROC (Joel Greenblatt) % compare to BLK and BX?
According to the Asset Management industry distribution chart, Julius Baer Gruppe AG ranks #999999 out of 628 companies for ROC (Joel Greenblatt) %. This places Julius Baer Gruppe AG in the lower half of its industry. The industry median ROC (Joel Greenblatt) % is 63.66. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROC (Joel Greenblatt) % for an Asset Management company?
The median ROC (Joel Greenblatt) % among Asset Management companies is 63.66, based on 628 companies in the industry. Companies in the top quartile (top 25%) have a ROC (Joel Greenblatt) % significantly above this median, while those in the bottom quartile fall well below. However, ROC (Joel Greenblatt) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROC (Joel Greenblatt) % mean?
A high ROC (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Julius Baer Gruppe AG and its competitors. For the Asset Management industry, the median ROC (Joel Greenblatt) % is 63.66 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Julius Baer Gruppe AG's current ROC (Joel Greenblatt) % is %. 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 CHF61.25, compared to a current price of CHF73.92 — trading 20.7% above its estimated fair value. The current ROC (Joel Greenblatt) % is %. Julius Baer Gruppe AG's overall GF Score™ is 74/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROC (Joel Greenblatt) % calculated?
ROC (Joel Greenblatt) % is calculated from a company's financial statements. For Julius Baer Gruppe AG (XSWX:BAER), the current ROC (Joel Greenblatt) % is % 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 (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:

  • ROC (Joel Greenblatt) %: %
  • 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

ROC (Joel Greenblatt) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

CHF73.92
Price
CHF61.25
GF Value