The historical rank and industry rank for Julius Baer Gruppe AG's ROE % or its related term are showing as below:
MEX:BAERN'
s ROE % Range Over the Past 10 Years
Min: 7.29 Med: 12.24 Max: 16.44
Current: 11.02
During the past 13 years, Julius Baer Gruppe AG's highest ROE % was 16.44%. The lowest was 7.29%. And the median was 12.24%.
MEX:BAERN's ROE % is ranked better than 66.5% of 1615
companies
in the Asset Management industry
Industry Median: 6.35
vs MEX:BAERN: 11.02
Julius Baer Gruppe AG (MEX:BAERN) ROE % Explanation
ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.
The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:
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. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.
* 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
Net Income is used.
Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % 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 ROE %s can be extremely high.
* 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 ROE %, along with its competitors' market caps and ROE % 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 ROE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Julius Baer Gruppe AG's ROE % distribution charts can be found below:
* The bar in red indicates where Julius Baer Gruppe AG's ROE % 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 ROE %, the net income of the last fiscal year and the average total shareholder 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.
ROE % is displayed in the 30-year financial page.
Julius Baer Gruppe AG (MEX:BAERN) has a ROE % of 13.26% as of Dec. 2025. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Julius Baer Gruppe AG and its competitors. This is near median its historical median of 12.24. Over the past decade, Julius Baer Gruppe AG's ROE % has ranged from 7.29 to 16.44. According to the industry distribution chart, Julius Baer Gruppe AG ranks #541 out of 1615 companies in the Asset Management industry, placing it in the top 33.5%.
Is Julius Baer Gruppe AG's ROE % too high?
Julius Baer Gruppe AG's current ROE % of 13.26% is near median its 10-year median of 12.24. Over the past 10 years, this metric has ranged from a low of 7.29 to a high of 16.44. The Asset Management industry median ROE % is 6.35. Julius Baer Gruppe AG's value of 13.26% is 108.8% above this industry median. Based on the distribution chart, Julius Baer Gruppe AG ranks #541 out of 1615 companies in the Asset Management industry, which is above 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 ROE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Julius Baer Gruppe AG ranks #541 out of 1615 companies for ROE %. This puts Julius Baer Gruppe AG in the upper half of its industry. The industry median ROE % is 6.35. Julius Baer Gruppe AG's value of 13.26% is 108.8% above this benchmark. Historically, Julius Baer Gruppe AG's own ROE % has ranged from 7.29 to 16.44 over the past decade. While the company's 10-year median is 12.24 vs. the industry median of 6.35, 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 ROE % for an Asset Management company?
The median ROE % among Asset Management companies is 6.35, based on 1,615 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Julius Baer Gruppe AG's current ROE % of 13.26% is 108.8% 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 ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Julius Baer Gruppe AG and its competitors. For the Asset Management industry, the median ROE % is 6.35 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Julius Baer Gruppe AG's current ROE % is 13.26%, which is near median its own 10-year median of 12.24. 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 ROE % of 13.26%. 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 ROE % is 13.26%, which is near median its 10-year median of 12.24 and 108.8% above the Asset Management industry median of 6.35. 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 ROE % calculated?
ROE % is calculated from a company's financial statements. For Julius Baer Gruppe AG (MEX:BAERN), the current ROE % is 13.26% 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:
ROE %: 13.26% (near median its 10-year median of 12.24)
GF Value™: MXN918.74 vs. price of MXN990.76 (7.8% above fair value)
Industry Position: 108.8% above the Asset Management median (#541 of 1615)
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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