Julius Baer Gruppe vs BlackRock: Fair Value & Quality
Both stocks run through our valuation models. Here is how Julius Baer Gruppe (BAER) and BlackRock (BLK) compare, as of Aug 14, 2026.
As of Aug 14, 2026, Fair Value Calculator sees Julius Baer Gruppe as the less overvalued of the two: Julius Baer Gruppe trades at CHF 75.80 versus a fair value of CHF 48.43 (-36%), while BlackRock trades at $1,183 versus $466 (-61%).
Julius Baer Gruppe
BAER.SW · CHF · Financials
-36%
upside to fair value
overvalued
PriceCHF 75.80
Fair ValueCHF 48.43
Quality54/100
BlackRock
BLK · USD · Financials
-61%
upside to fair value
overvalued
Price$1,183
Fair Value$466
Quality51/100
Head-to-head numbers
Green value = the better side for that row (for valuation multiples: lower = cheaper).
Julius Baer GruppeBlackRock
Valuation
20.2×P/E (TTM)30.3×
5.02×P/S (TTM)6.57×
2.61×P/B3.01×
16.1×EV/EBITDA16.4×
3.20×PEG1.13×
3.5%Dividend yield2.1%
CHF 2.60Dividend per share$21.36
Profitability
20%Net margin24%
34%Operating margin36%
11%Return on equity12%
1%Return on assets4%
Growth
2%Revenue growth (YoY)27%
9.4%Avg. growth/yr (3Y)10.7%
7.8%Avg. growth/yr (5Y)8.4%
Balance & size
0.70×Debt / equity0.23×
$19BMarket cap$168B
expensiveGrowth qualityhealthy
BlackRock leads: 5 to 9 metric wins.
Dash = not meaningfully computable, for example with negative equity.
Quality in detail
The quality score, broken down into the same factor families as on the stock page, 0 to 100 per family.
Julius Baer Gruppeof which business quality 49 · market factors 75BlackRockof which business quality 49 · market factors 53
ProfitabilityMargins and returns on capital today
27
37
Quality GrowthAre margins and returns improving?
41
53
CashflowEarnings quality: real cash, not paper profit
InvestmentDisciplined investing over empire-building
87
55
Low VolatilityCalm price path (market factor)
74
51
MomentumPrice trend over the last 3–12 months (market factor)
68
47
52W MomentumDistance to the 52-week high (market factor)
87
66
Net IssuanceBuybacks instead of dilution
84
28
What the models say
The median fair value (base case) per model family, each in the currency of its trading venue. Green = above the current price, red = below.
Julius Baer Gruppe
DCF ModelsCHF 66.93
Earnings-BasedCHF 58.26
Dividend DiscountCHF 45.78
MultiplesCHF 48.90
Asset-BasedCHF 23.62
Economic ProfitCHF 35.38
8 of 9 models see the stock below the current price.
BlackRock
DCF Models$566
Earnings-Based$811
Dividend Discount$380
Multiples$485
Asset-Based$242
Growth DCF$464
Economic Profit$352
13 of 13 models see the stock below the current price.
Scenario ranges
From our cautious bear case to the optimistic bull case. The white tick is the current price: left of fair value means room to run.
Julius Baer Gruppe
Bear CHF 31.93Fair Value CHF 48.43Bull CHF 60.54
CHF 75.80 = current price (white tick)
BlackRock
Bear $306Fair Value $466Bull $582
$1,183 = current price (white tick)
Compare two other stocks
Tap a field and type again, ticker or company name.
Free, no sign-up
Ranked within their sector
Where each stock sits within its sector peer group. Band = middle 50% of peers, tick = median, dot = this stock.
Julius Baer Gruppe · Financials
Quality score54 · below median
Fair value upside-36% · below median
BlackRock · Financials
Quality score51 · below median
Fair value upside-61% · bottom 25%
Bottom line
As of Aug 14, 2026, Fair Value Calculator sees Julius Baer Gruppe as the less overvalued of the two: Julius Baer Gruppe trades at CHF 75.80 versus a fair value of CHF 48.43 (-36%), while BlackRock trades at $1,183 versus $466 (-61%).
Julius Baer Gruppe has the higher quality score (54/100).
Just your email for the monthly Top-25 report of the most undervalued quality stocks, with fair value, quality and price target. Plus 14 days of Pro to try, no card.
Free. You confirm by email (double opt-in) and can unsubscribe anytime in one click. Not financial advice.
A model-based valuation snapshot from 21 models. Values change with price and fundamentals; the date shown above applies.
