Julius Bär Gruppe AG (JBAXY) Fair Value & Analysis

Financial Services · US · Market cap $17.1B

A solid business, but screening 35% overvalued on our models.

What matters now

• The price sits above even our optimistic bull case ($15.11). 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.

Price vs Fair Value (5 years)

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 26, 2026.

How to read this chart

60‑month range $6.85 – $18.59 · fair‑value band $9.07 – $15.11 · the $18.56 price screens above the $12.09 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 26, 2026.

Full chart & analysis →

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Analysis

Julius Bär Gruppe AG (JBAXY) currently trades at $18.56, while our model-based Fair Value estimate is $12.09, implying the stock looks roughly 34.9% overvalued today. The Quality Score stands at 52/100 (solid quality), in the Financial Services sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, Julius Bär Gruppe AG generated revenue of $3.8B at a net margin of 20.3%. Revenue grew 1.8% year over year. It earns a return on equity of 10.9%. Net debt stands at $969M. Fundamentals as of Jul 26, 2026

Our scenario range runs from $9.07 (bear case) to $15.11 (bull case); at $18.56, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades near its 52-week high and 56% above its 52-week low, currently above its 200-day average. For context, the median of 10 Financial Services peers we cover trades at -12% fair-value upside, at -35%, JBAXY screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Widest divergence: DCF Models ($14.25) versus Asset-Based ($4.73). Highest evidence: Residual Income (76).

Key figures & financial health

Quality Score breakdown

About the company

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.

Full company description

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.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Julius Bär Gruppe AG reported revenue of $5.7B in FY2025 versus $4.0B in FY2021, a compound +9.1%/yr. Reported net income was $729M in FY2025, compounding −9.4%/yr from FY2021.

JBAXY screens 35% overvalued. Compare with Fondul Proprietatea SA →

Earlier news

External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.

• Julius Baer Non-GAAP EPS of CHF 3.27; net interest income of CHF 72.6M Seeking Alpha · Jul 21, 2026
• Is Julius Bär Gruppe (SWX:BAER) Offering Value After Recent 1 Year Share Price Gain? Yahoo Finance · Jun 3, 2026
• How The Julius Baer Gruppe (SWX:BAER) Narrative Is Evolving Without Fresh Analyst Signals Yahoo Finance · Jun 3, 2026
• Julius Bär upgraded to Buy at Citi Seeking Alpha · May 22, 2026

Peer Group

Asset Management · 973 stocks

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.

Valuation Multiples vs Asset Management median · lower = cheaper

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 0: the price sits above our fair-value range.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

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Frequently asked questions

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.