Julius Baer Group Ltd (JBAXY) fair value: what the stock is really worth
As of Sep 23, 2026: fair value of Julius Baer Group Ltd $11.26, price $17.25, upside -34.7%, quality 52 out of 100. Calculated from audited financials with 26 valuation models and 37 quality factors, updated daily.
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Price vs Fair Value
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 24, 2026.
How to read this chart
60‑month range $6.85 – $18.79 · fair‑value band $8.45 – $14.08 · the $17.25 price screens above the $11.26 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 24, 2026.
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Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally. The company provides investment advisory and discretionary mandates; structured products, securities execution and advisory, and private markets and fund offering; wealth planning, and family office services.
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Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally. The company provides investment advisory and discretionary mandates; structured products, securities execution and advisory, and private markets and fund offering; wealth planning, and family office services. It also offers open product platform services. Julius Bär Gruppe AG was founded in 1890 and is headquartered in Zurich, Switzerland.
Stock analysis
Julius Baer Group Ltd (JBAXY) currently trades at $17.25, while our model-based Fair Value estimate is $11.26, implying the stock looks roughly 53.2% overvalued today.
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Valuation
Bull case: the DCF Models group reads highest at a median of $38.80 per share, and 1 of the 7 models we run sit above the $17.25 price.
Bear case: the Asset-Based group reads lowest at $4.73, and 6 of the 7 models stay below the price. Evidence for this calculation is high.
Scenario range: $8.45 (bear) to $14.08 (bull), the price of $17.25 sits above it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 52/100 (solid quality), in the Financial Services sector.
Expensive Growth: The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Julius Baer Group Ltd reported revenue of CHF 5.7B in FY2025 versus CHF 4.0B in FY2021, a compound +9.1%/yr. Reported net income was CHF 729M in FY2025, compounding −9.4%/yr from FY2021.
Key figures
Market cap $17.7B · P/E ratio 18.1 · P/S ratio 2.34 · EPS (TTM) $0.9400 · Dividend yield 4.0% · Net margin 12.9% · Return on equity 10.9% · Return on assets (EBIT) 1.0%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 47 out of 100 (medium confidence).
What moves the price
The share trades about 8% below its 52-week high and 37% above its 52-week low, currently above its 200-day average.
For context, the median of 10 Financial Services peers we cover trades at −4% fair-value upside, at −35%, JBAXY screens richer than that median.
Fair Value models
Bear $8.45Fair Value $11.26Bull $14.08
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above is their evidence-weighted blend, not the output of a single model.Bear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target.Evidence ⓘEvidence = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.53/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Revenue growth 1 year
+45.1%
Revenue growth 3 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+9.6%
Revenue growth 5 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+9.6%
Start year 2020 (pandemic). Over 10 years: +7.7% a year
Revenue growth 20 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+6.8%
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What shareholders gained per year (last 5 years) ⓘWhat the business itself delivers per year: earnings growth per share plus the dividend yield. This is what you get IF the market keeps valuing the stock the same way: it contains no assumption about the market changing its mind. Computed per share, so buybacks count and a merger does not pass as growth. For a company that pays no dividend it is pure earnings growth per share. Period: earnings growth per share as CAGR over the last 5 reported fiscal years (annual statements), plus the current dividend yield. The start value is the median of the three years around the start, so a single crisis year (a pandemic or a write-down) does not distort the rate.
+5.8%
Earnings growth per share plus dividend.
Earnings per share, growth per year+1.8%
Dividend (yield on the price)4.0%
Pace: 5 vs 10 years ⓘTwo data points, not a trend model: earnings growth per share over the last 5 fiscal years against the last 10. Labelled "steady" when both rates are within 3 percentage points of each other, otherwise picking up or flattening. Shown only when ten years of history exist.2% vs 8%, slowing
Profit margin 2020 to 2025 ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.34% → 16%
News mood ⓘNews mood, the average tone of recent news (99 articles), rated against how stocks are usually covered. 🚀 Hype = unusually upbeat · 🙂 Positive = above average · 😐 Neutral = typical · 🙁 Negative = below average · 😨 Very negative = unusually downbeat. It reflects the tone of coverage, not our valuation.Very negative
Price, fair value, quality and upside side by side.
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Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.Asset Management · 658 stocks
Beats the industry median on 2/14 measures
Overall it trails its industry peers.
Valuation
Quality Score55 · Below median
Fair Value upside−35% · Bottom 25%
Profitability
Return on equity (TTM)11% · Above median
Return on assets1% · Below median
Net margin (TTM)20% · Below median
Operating margin (TTM)34% · Below median
Growth and dividend
Revenue growth2% · Below median
Dividend yield (TTM)4.0% · Above median
Balance sheet
Debt / equity0.93× · Highest 25%
Valuation Multiplesvs Asset Management median · lower = cheaper
P/E (TTM)18.1× · Pricier than median
P/B2.45× · Priciest 25%
P/S (TTM)4.71× · Pricier than median
EV/EBITDA17.5× · Priciest 25%
PEG2.85× · Priciest 25%
Strength profile in five axes (Snowflake)
This stockSector peers
VALUE (fair-value potential)0· sector 54
FUTURE (revenue growth)9· sector 21
PAST (return on equity)43· sector 22
HEALTH (low debt)53· sector 95
DIVIDEND (yield)81· sector 81
VALUE 0: the price sits above our fair-value range.
For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.
Cite: Fair Value Calculator (2026). "Julius Baer Group Ltd Fair Value". https://www.fairvalue-calculator.com/stock/JBAXY
Frequently asked questions
Is Julius Baer Group Ltd (JBAXY) overvalued or undervalued?
As of Sep 24, 2026, our model estimates a fair value of $11.26 versus a price of $17.25, about −35% upside (overvalued).
What is the fair value of JBAXY?
Our model-based fair value for Julius Baer Group Ltd is $11.26 (as of Sep 24, 2026), built from audited fundamentals. The current price: $17.25.
What is the quality score of JBAXY?
Julius Baer Group Ltd has a Quality Score of 52/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for Julius Baer Group Ltd (JBAXY)?
Our model-based price target is the fair value of $11.26 (as of Sep 24, 2026) from 7 valuation models. Cautious scenario $8.45, optimistic scenario $14.08. It is a calculation from audited fundamentals, not an analyst target.
What is the Julius Baer Group Ltd stock forecast for 2026?
Our models put fair value at $11.26, about −35% upside versus a price of $17.25 (overvalued). Cautious scenario $8.45, optimistic scenario $14.08. The calculation is refreshed regularly with new filings.
What is the revenue of Julius Baer Group Ltd (JBAXY)?
Julius Baer Group Ltd reported trailing-twelve-month revenue of about CHF 3.8B (latest available figure, as of Sep 24, 2026).
Does Julius Baer Group Ltd pay a dividend?
Julius Baer Group Ltd currently shows a dividend yield of about 4.04% relative to its recent price (as of Sep 24, 2026).
What is the intrinsic value of Julius Baer Group Ltd (JBAXY)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For Julius Baer Group Ltd it is $11.26 per share (as of Sep 24, 2026), against a price of $17.25. It is the blended result of 7 valuation models (cash flow, earnings, asset, dividend).
Is Julius Baer Group Ltd stock overvalued or undervalued in 2026?
As of Sep 24, 2026, JBAXY trades above its calculated fair value: price $17.25, fair value $11.26, a gap of about −35% (overvalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of JBAXY?
No. The price is what the market pays today ($17.25); the fair value is what the company's own numbers justify ($11.26). For Julius Baer Group Ltd the two are $5.99 per share apart. That gap is exactly why we show both numbers side by side.
How much is Julius Baer Group Ltd worth?
The market values Julius Baer Group Ltd at about $17.7B (market capitalisation, as of Sep 24, 2026). Per share that is $17.25; our models calculate a fair value of $11.26 per share.
What do the bullish and bearish scenarios say about JBAXY?
Our models span a range for Julius Baer Group Ltd: cautious scenario $8.45, base $11.26, optimistic $14.08 per share (as of Sep 24, 2026, price $17.25). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the P/E ratio of JBAXY?
Julius Baer Group Ltd trades at a price-to-earnings ratio of 18.1 (as of Sep 24, 2026). A P/E on its own says little: it compares the price with ONE year of profit, while our fair value of $11.26 is built from several models across several years. Other multiples: PEG 2.8, P/B 2.5, P/S 4.7, EV/EBITDA 17.5.
What is the PEG ratio of JBAXY?
The PEG ratio of Julius Baer Group Ltd is 2.85 (P/E divided by earnings growth, as of Sep 24, 2026). That is above 1, so the growth is already paid for in the price.
How solid is the balance sheet of Julius Baer Group Ltd (JBAXY)?
Balance-sheet figures for Julius Baer Group Ltd (as of Sep 24, 2026): return on equity 10.9%, debt of 0.93 per unit of equity. They feed the Quality Score of 52/100, which measures business quality independently of the share price.
How far is JBAXY from its 52-week high?
Julius Baer Group Ltd trades at $17.25, about 8% below its 52-week high of $18.79 and 37% above the low of $12.59 (as of Sep 23, 2026). Distance from the high says nothing about value: that is what the fair value of $11.26 is for.
Which stocks are comparable to Julius Baer Group Ltd?
From the same area (Financial Services) we also value Blackstone Inc, Brookfield Corporation, KKR & Co, Apollo Global Management, Inc, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is Julius Baer Group Ltd stock attractive at the current price?
The data as of Sep 24, 2026: price $17.25, calculated fair value $11.26 (−35%), Quality Score 52/100, from 7 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of JBAXY calculated?
We run Julius Baer Group Ltd through 7 models from four families: discounted cash flow, earnings models, asset and balance-sheet models, and dividend models. Every model gets the same audited fundamentals; the result is the weighted average of $11.26, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 13.2 % above its aggregate fair value. Julius Baer Group Ltd itself currently trades above fair value. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of Julius Baer Group Ltd (JBAXY)?
The closing price on Sep 23, 2026 was $17.25. Our model-based fair value is $11.26, about −35% upside (overvalued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with Julius Baer Group Ltd right now?
The price sits above even our optimistic bull case ($14.08). The favourable scenario is already priced in. Solid but not exceptional quality (52/100) and above fair value, neither a clear bargain nor a standout compounder. For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
Where does the earnings growth of Julius Baer Group Ltd (JBAXY) come from?
Earnings per share at Julius Baer Group Ltd grew +8.7 % a year from 2014 to 2025. Broken into its drivers: revenue per share +5.9 %, EBIT margin −0.9 %, tax rate +1.0 %, residual (interest, one-offs) +2.5 %. The four rates multiply to the earnings growth rate, they do not add up. Start and end are three-year averages so a single exceptional year does not distort the result.
Key figures of Julius Baer Group Ltd
How large is the market capitalisation of Julius Baer Group Ltd (JBAXY)?
The market capitalisation of Julius Baer Group Ltd is $17.7B. The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of Julius Baer Group Ltd (JBAXY)?
The price-to-sales ratio of Julius Baer Group Ltd is 2.34 (P/E × margin). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of Julius Baer Group Ltd (JBAXY)?
Earnings per share at Julius Baer Group Ltd are $0.9400 (price ÷ EPS = P/E 18.1). Earnings per share over the last twelve months: total profit spread across every single share.
What is the dividend yield of Julius Baer Group Ltd (JBAXY)?
The dividend yield of Julius Baer Group Ltd is 4.0% (payout 74.1%). Yearly dividend relative to the share price. 3% pays 3 per 100 invested. Below: how much of profit is used for it.
What is the net margin of Julius Baer Group Ltd (JBAXY)?
The net margin of Julius Baer Group Ltd is 12.9% (fiscal year 2025). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of Julius Baer Group Ltd (JBAXY)?
The return on equity (ROE) of Julius Baer Group Ltd is 10.9% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of Julius Baer Group Ltd (JBAXY)?
On an EBIT basis the return on assets of Julius Baer Group Ltd is 1.0% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of Julius Baer Group Ltd (JBAXY)?
The operating margin of Julius Baer Group Ltd is 33.8% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at Julius Baer Group Ltd (JBAXY)?
Revenue at Julius Baer Group Ltd is growing +1.8% versus a year earlier (3y avg +9.6%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How fast are earnings growing at Julius Baer Group Ltd (JBAXY)?
Earnings per share at Julius Baer Group Ltd are growing −18.0% versus a year earlier. How much earnings per share grew versus a year earlier.
How much free cash flow does Julius Baer Group Ltd (JBAXY) generate?
The free cash flow of Julius Baer Group Ltd is −CHF 141M (fiscal year 2025). The cash truly left after running and investing in the business, this is what pays dividends and buybacks.
How much net debt does Julius Baer Group Ltd (JBAXY) carry?
The net debt of Julius Baer Group Ltd is CHF 969M (fiscal year 2025). Debt minus cash on hand. The note shows how many years of free cash flow could in theory pay it off.
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Broad data
Sep 24, 2026