Julius Baer Gruppe AG (XSWX:BAER) ROCE %: % (As of Dec. 2025)


XSWX:BAER Julius Baer Gruppe AG XSWX:BAER
76 GF Score
Price CHF65.54
GF Value CHF60.80
Valuation Fairly Valued
! 7 Warning Signs
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What is Julius Baer Gruppe AG ROCE %?

Julius Baer Gruppe AG XSWX:BAER -0.85% 76 ROCE % is % as of Dec. 2025. GuruFocus rates XSWX:BAER with a GF Score™ of 76/100 and a GF Value™ of CHF60.80 (Fairly Valued). The stock has 7 warning signs investors should review.

ROCE % does not apply to banks and insurance companies.

XSWX:BAER
76GF Score
Julius Baer Gruppe AG XSWX:BAER
ROCE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about ROCE % →
What does a ROCE % of % mean?
Julius Baer Gruppe AG (XSWX:BAER) has a ROCE % of % as of Dec. 2025.
Is Julius Baer Gruppe AG's ROCE % too high?
Julius Baer Gruppe AG's current ROCE % is %. Overall, Julius Baer Gruppe AG has a GF Score™ of 76/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Julius Baer Gruppe AG's ROCE % compare to BLK and BX?
Julius Baer Gruppe AG's ROCE % of % can be compared against companies in the Asset Management industry. The industry median ROCE % is 4.43. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROCE % for an Asset Management company?
The median ROCE % among Asset Management companies is 4.43, based on 708 companies in the industry. Companies in the top quartile (top 25%) have a ROCE % significantly above this median, while those in the bottom quartile fall well below. However, ROCE % 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 ROCE % mean?
A high ROCE % can signal that a stock is expensive relative to its fundamentals. For the Asset Management industry, the median ROCE % is 4.43 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Julius Baer Gruppe AG's current ROCE % 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 Fairly Valued. The stock's GF Value™ is CHF60.80, compared to a current price of CHF65.54 — trading 7.8% above its estimated fair value. The current ROCE % is %. 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 ROCE % calculated?
ROCE % is calculated from a company's financial statements. For Julius Baer Gruppe AG (XSWX:BAER), the current ROCE % 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 CHF65.54 is trading 7.8% above its estimated GF Value™ of CHF60.80. GuruFocus considers Julius Baer Gruppe AG to be Fairly Valued.

Key valuation signals for XSWX:BAER:

  • ROCE %: %
  • GF Value™: CHF60.80 vs. price of CHF65.54 (7.8% above fair value)
  • GF Score™: 76/100 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.
76GF Score

Get the complete analysis for XSWX:BAER

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

CHF65.54
Price
CHF60.80
GF Value