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Julius Baer Gruppe AG Total Payout Ratio Related Terms
Julius Baer Gruppe AG Total Payout Ratio Historical Data
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The historical data trend for Julius Baer Gruppe AG's Total Payout 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: Total Payout Ratio Comparison
For the Asset Management subindustry, Julius Baer Gruppe AG's Total Payout Ratio, along with its competitors' market caps and Total Payout 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 Total Payout Ratio vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Julius Baer Gruppe AG's Total Payout Ratio distribution charts can be found below:
* The bar in red indicates where Julius Baer Gruppe AG's Total Payout Ratio 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.
Julius Baer Gruppe AG (XSWX:BAER) has a Total Payout Ratio of 0.78 as of Jul. 15, 2026. Total Payout Ratio is the percent a company has paid to its shareholders through net repurchase of shares and dividends based on its Net Income. View historical data on Julius Baer Gruppe AG and its competitors.
Is Julius Baer Gruppe AG's Total Payout Ratio too high?
Julius Baer Gruppe AG's current Total Payout Ratio is 0.78. Overall, Julius Baer Gruppe AG has a GF Score™ of 71/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Julius Baer Gruppe AG's Total Payout Ratio compare to BLK and BX?
Julius Baer Gruppe AG's Total Payout Ratio of 0.78 can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Total Payout Ratio for an Asset Management company?
A good Total Payout Ratio depends on the Asset Management industry context. However, Total Payout Ratio 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 Total Payout Ratio mean?
A high Total Payout Ratio can signal that a stock is expensive relative to its fundamentals. Total Payout Ratio is the percent a company has paid to its shareholders through net repurchase of shares and dividends based on its Net Income. View historical data on Julius Baer Gruppe AG and its competitors. Julius Baer Gruppe AG's current Total Payout Ratio is 0.78. 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 CHF61.40, compared to a current price of CHF75.04 — trading 22.2% above its estimated fair value. The current Total Payout Ratio is 0.78. Julius Baer Gruppe AG's overall GF Score™ is 71/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Total Payout Ratio calculated?
Total Payout Ratio is calculated from a company's financial statements. For Julius Baer Gruppe AG (XSWX:BAER), the current Total Payout Ratio is 0.78 as of Jul. 15, 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 CHF75.04 is trading 22.2% above its estimated GF Value™ of CHF61.40.
GuruFocus considers Julius Baer Gruppe AG to be Modestly Overvalued.
Key valuation signals for XSWX:BAER:
Total Payout Ratio: 0.78
GF Value™: CHF61.40 vs. price of CHF75.04 (22.2% above fair value)
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.
71GF Score
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Total Payout Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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