BAKR (Baker Global Asset Management) WACC %:10.38% (As of Jun. 28, 2026)


BAKR Baker Global Asset Management Inc BAKR
18 GF Score
Price $5.50
! 1 Warning Sign
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What is Baker Global Asset Management WACC %?

Baker Global Asset Management BAKR 18 WACC % is 10.38% as of Jun. 28, 2026. GuruFocus rates BAKR with a GF Score™ of 18/100. The stock has 1 warning sign investors should review.

As of today (2026-06-28), Baker Global Asset Management's weighted average cost of capital is 10.38%%. Baker Global Asset Management's ROIC % is 0.00% (calculated using TTM income statement data). Baker Global Asset Management earns returns that do not match up to its cost of capital. It will destroy value as it grows.

*Note: The beta of this company cannot be obtained because it has a price history shorter than 3 years. It will thus be set to 1 as default to calculate WACC.

For a comprehensive WACC calculation, please access the WACC Calculator.


Baker Global Asset Management  (OTCPK:BAKR) WACC % Explanation

Because it costs money to raise capital. A firm that generates higher ROIC % than it costs the company to raise the capital needed for that investment is earning excess returns. A firm that expects to continue generating positive excess returns on new investments in the future will see its value increase as growth increases, whereas a firm that earns returns that do not match up to its cost of capital will destroy value as it grows.

As of today, Baker Global Asset Management's weighted average cost of capital is 10.38%%. Baker Global Asset Management's ROIC % is 0.00% (calculated using TTM income statement data). Baker Global Asset Management earns returns that do not match up to its cost of capital. It will destroy value as it grows.

*Note: The beta of this company cannot be obtained because it has a price history shorter than 3 years. It will thus be set to 1 as default to calculate WACC.


Be Aware

1. GuruFocus uses book value of debt (D) to do the calculation. It is simplified by adding latest one-year annual average Short-Term Debt & Capital Lease Obligation and Long-Term Debt & Capital Lease Obligation together.
For companies that report quarterly, GuruFocus combines all of the most recent year's quarterly debt data from the beginning of the year to the year-end and calculates the average.
For companies that report semi-annually, GuruFocus combines all of the most recent year's semi-annual debt data from the start of the year to the year-end and calculates the average.
For companies that report annually, GuruFocus combines the beginning and ending annual debt data from the most recent year and then calculates the average.

2. The WACC formula discussed above does not include Preferred Stock. Please adjust if preferred stock is considered.

3. (Expected Return of the Market - Risk-Free Rate of Return) is also called market premium. GuruFocus requires market premium to be 6%.

4. GuruFocus uses the latest annual Interest Expense divided by the latest one-year annual average debt to get the simplified cost of debt.


Related Terms

Baker Global Asset Management WACC % Historical Data

* Premium members only.

The historical data trend for Baker Global Asset Management's WACC % 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.

Baker Global Asset Management WACC % Chart

Baker Global Asset Management Annual Data
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Baker Global Asset Management Semi-Annual Data
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BAKR vs BNCM, CWD, BMNM: WACC % Comparison

For the Asset Management subindustry, Baker Global Asset Management's WACC %, along with its competitors' market caps and WACC % 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.


Baker Global Asset Management WACC % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Baker Global Asset Management's WACC % distribution charts can be found below:

* The bar in red indicates where Baker Global Asset Management's WACC % falls into.


BAKR
18GF Score
Baker Global Asset Management Inc BAKR
WACC % is just one metric. See GF Score™, valuation, warning signs, and more.
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Baker Global Asset Management WACC % Calculation

The weighted average cost of capital (WACC) is the rate that a company is expected to pay on average to all its security holders to finance its assets. The WACC is commonly referred to as the firm's cost of capital. Generally speaking, a company's assets are financed by debt and equity. WACC is the average of the costs of these sources of financing, each of which is weighted by its respective use in the given situation. By taking a weighted average, we can see how much interest the company has to pay for every dollar it finances.

WACC=E/(E + D)*Cost of Equity+D/(E + D)*Cost of Debt*(1 - Tax Rate)

Frequently Asked Questions Learn more about WACC % →
What does a WACC % of 10.38% mean?
Baker Global Asset Management (BAKR) has a WACC % of 10.38% as of Jun. 28, 2026. The weighted average cost of capital (WACC) is the average rate a company pays to finance assets. View historical data on Baker Global Asset Management and its competitors.
Is Baker Global Asset Management's WACC % too high?
Baker Global Asset Management's current WACC % is 10.38%. The Asset Management industry median WACC % is 5.66. Baker Global Asset Management's value of 10.38% is 83.4% above this industry median. Overall, Baker Global Asset Management has a GF Score™ of 18/100, reflecting its overall financial health beyond just this single metric.
How does Baker Global Asset Management's WACC % compare to BNCM and CWD?
Baker Global Asset Management's WACC % of 10.38% can be compared against companies in the Asset Management industry. The industry median WACC % is 5.66. Baker Global Asset Management's value of 10.38% is 83.4% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good WACC % for an Asset Management company?
The median WACC % among Asset Management companies is 5.66, based on 1,650 companies in the industry. Companies in the top quartile (top 25%) have a WACC % significantly above this median, while those in the bottom quartile fall well below. However, WACC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Baker Global Asset Management's current WACC % of 10.38% is 83.4% 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 WACC % mean?
A high WACC % can signal that a stock is expensive relative to its fundamentals. The weighted average cost of capital (WACC) is the average rate a company pays to finance assets. View historical data on Baker Global Asset Management and its competitors. For the Asset Management industry, the median WACC % is 5.66 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Baker Global Asset Management's current WACC % is 10.38%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Baker Global Asset Management stock overvalued right now?
Baker Global Asset Management (BAKR) has a current WACC % of 10.38%. The current WACC % is 10.38% and 83.4% above the Asset Management industry median of 5.66. Baker Global Asset Management's overall GF Score™ is 18/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is WACC % calculated?
WACC % is calculated from a company's financial statements. For Baker Global Asset Management (BAKR), the current WACC % is 10.38% as of Jun. 28, 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.

Baker Global Asset Management Business Description

Address 3 West Garden Stree, Suite 407, Pensacola, FL, USA, 32502
Baker Global Asset Management Inc operates through its subsidiary as an introducing broker, with clearing brokers managing customer billing, recordkeeping, custody of securities, and trade processing. The firm provides advisory services through its registered investment advisors and securities brokers and remains independent of large institutions. It offers a people-first approach to individual portfolios, advises issuers on domestic and international listing processes, and has begun engaging in investment banking services. Its broker-dealer business handles the purchase and sale of securities for individuals, high net worth clients, and retirement plans, selecting investments based on value, earnings growth, dividends, and each customer's specific objectives.
18GF Score

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