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Julius Baer Gruppe AGXSWX:BAER -0.74%75 Shiller PE Ratio is 20.46 as of Aug. 13, 2026, which is 6% below its 10-year median of 21.85. GuruFocus rates XSWX:BAER with a GF Score™ of 75/100 and a GF Value™ of CHF63.58 (Modestly Overvalued). The stock has 7 warning signs investors should review. Among 787 Asset Management companies, Julius Baer Gruppe AG ranks worse than 74.97% on this metric.
The historical rank and industry rank for Julius Baer Gruppe AG's Shiller PE Ratio or its related term are showing as below:
XSWX:BAER'
s Shiller PE Ratio Range Over the Past 10 Years
Min: 14.64 Med: 21.85 Max: 38.01
Current: 20.46
During the past 13 years, Julius Baer Gruppe AG's highest Shiller PE Ratio was 38.01. The lowest was 14.64. And the median was 21.85.
XSWX:BAER's Shiller PE Ratio is ranked worse than 74.97% of 787
companies
in the Asset Management industry
Industry Median: 12.99
vs XSWX:BAER: 20.46
E10 is a concept invented by Prof. Robert Shiller, who uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings of a company over the past 10 years.
Julius Baer Gruppe AG's adjusted earnings per share data of for the fiscal year that ended in Dec25 was CHF3.710. Add all the adjusted EPS for the past 10 years together and divide 10 will get our E10, which is CHF3.67 for the trailing ten years ended in Dec25.
Shiller PE for Stocks: The True Measure of Stock Valuation
Julius Baer Gruppe AG (XSWX:BAER) Shiller PE Ratio Explanation
Compared with the regular PE Ratio, which works poorly for cyclical businesses, the Shiller PE Ratio smoothed out the fluctuations of profit margins during business cycles. Therefore it is more accurate in reflecting the valuation of the company.
If a company has consistent business performance, the Shiller PE Ratio should give similar results to regular PE Ratio.
Compared with the PS Ratio, the Shiller PE Ratio makes the comparison between different industries more meaningful.
Be Aware
Shiller PE Ratio assumes that over the long term, businesses and profitability revert to their means. If a company's business model does not work in the future compared with the past, Shiller PE Ratio and PS Ratio will give false valuations.
Julius Baer Gruppe AG Shiller PE Ratio Related Terms
Julius Baer Gruppe AG Shiller PE Ratio Historical Data
* Premium members only.
The historical data trend for Julius Baer Gruppe AG's Shiller PE Ratio can be seen below:
* 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.
XSWX:BAER vs BLK, BX, KKR: Shiller PE Ratio Comparison
For the Asset Management subindustry, Julius Baer Gruppe AG's Shiller PE Ratio, along with its competitors' market caps and Shiller PE Ratio 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 Shiller PE Ratio vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Julius Baer Gruppe AG's Shiller PE Ratio distribution charts can be found below:
* The bar in red indicates where Julius Baer Gruppe AG's Shiller PE Ratio falls into.
Julius Baer Gruppe AG Shiller PE Ratio Calculation
For Shiller PE Ratio, the earnings of the past 10 years are inflation-adjusted and averaged. The result is used for P/E calculation. Since it looks at the average over the last 10 years, the Shiller PE Ratio is also called PE10.
The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The same calculation is applied here to individual companies.
* 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.
Add all the adjusted EPS together and divide 10 will get our E10.
Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.
Julius Baer Gruppe AG (XSWX:BAER) has a Shiller PE Ratio of 20.46 as of Aug. 13, 2026. Shiller price-earnings ratio is the ratio of share price to a company's inflation-adjusted earnings over a 10-year period. View historical data on Julius Baer Gruppe AG and its competitors. This is near median its historical median of 21.85. Over the past decade, Julius Baer Gruppe AG's Shiller PE Ratio has ranged from 14.64 to 38.01. According to the industry distribution chart, Julius Baer Gruppe AG ranks #590 out of 787 companies in the Asset Management industry, placing it in the top 75%.
Is Julius Baer Gruppe AG's Shiller PE Ratio too high?
Julius Baer Gruppe AG's current Shiller PE Ratio of 20.46 is near median its 10-year median of 21.85. Over the past 10 years, this metric has ranged from a low of 14.64 to a high of 38.01. The Asset Management industry median Shiller PE Ratio is 12.99. Julius Baer Gruppe AG's value of 20.46 is 57.5% above this industry median. Based on the distribution chart, Julius Baer Gruppe AG ranks #590 out of 787 companies in the Asset Management industry, which is below the industry midpoint. Overall, Julius Baer Gruppe AG has a GF Score™ of 75/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Julius Baer Gruppe AG's Shiller PE Ratio compare to BLK and BX?
According to the Asset Management industry distribution chart, Julius Baer Gruppe AG ranks #590 out of 787 companies for Shiller PE Ratio. This places Julius Baer Gruppe AG in the lower half of its industry. The industry median Shiller PE Ratio is 12.99. Julius Baer Gruppe AG's value of 20.46 is 57.5% above this benchmark. Historically, Julius Baer Gruppe AG's own Shiller PE Ratio has ranged from 14.64 to 38.01 over the past decade. While the company's 10-year median is 21.85 vs. the industry median of 12.99, 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 Shiller PE Ratio for an Asset Management company?
The median Shiller PE Ratio among Asset Management companies is 12.99, based on 787 companies in the industry. Companies in the top quartile (top 25%) have a Shiller PE Ratio significantly above this median, while those in the bottom quartile fall well below. However, Shiller PE Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Julius Baer Gruppe AG's current Shiller PE Ratio of 20.46 is 57.5% 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 Shiller PE Ratio mean?
A high Shiller PE Ratio can signal that a stock is expensive relative to its fundamentals. Shiller price-earnings ratio is the ratio of share price to a company's inflation-adjusted earnings over a 10-year period. View historical data on Julius Baer Gruppe AG and its competitors. For the Asset Management industry, the median Shiller PE Ratio is 12.99 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Julius Baer Gruppe AG's current Shiller PE Ratio is 20.46, which is near median its own 10-year median of 21.85. 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 CHF63.58, compared to a current price of CHF75.08 — trading 18.1% above its estimated fair value. The current Shiller PE Ratio is 20.46, which is near median its 10-year median of 21.85 and 57.5% above the Asset Management industry median of 12.99. Julius Baer Gruppe AG's overall GF Score™ is 75/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Shiller PE Ratio calculated?
Shiller PE Ratio is calculated from a company's financial statements. For Julius Baer Gruppe AG (XSWX:BAER), the current Shiller PE Ratio is 20.46 as of Aug. 13, 2026. 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 CHF75.08 is trading 18.1% above its estimated GF Value™ of CHF63.58.
GuruFocus considers Julius Baer Gruppe AG to be Modestly Overvalued.
Key valuation signals for XSWX:BAER:
Shiller PE Ratio: 20.46 (near median its 10-year median of 21.85)
GF Value™: CHF63.58 vs. price of CHF75.08 (18.1% above fair value)
Industry Position: 57.5% above the Asset Management median (#590 of 787)
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 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.
75GF Score
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