Julius Bär Gruppe AG (BAER.SW) — Available-Data Snapshot
Updated Sep 3, 2026 · available-data snapshot · descriptive, not a DCF, not advice
We don't publish a discounted-cash-flow fair value for Julius Bär Gruppe AG (BAER.SW) because the free data sources we rely on don't expose the multi-year financials a DCF needs — common for small or thinly-covered listings. Rather than invent numbers, this page shows an honest snapshot of what the public data does support: the current price and size, any relative valuation multiples that exist, a book-value view, and a price-based read. Treat it as a descriptive starting point, not a valuation and not investment advice.
On the numbers we do have, BAER.SW trades at a recent price of 74.00, a market capitalisation of about 15,226,537,984, sitting 89% of the way up its 52-week range (51.76–76.86), on the Swiss.
The standard alternative to a DCF is relative valuation — comparing BAER.SW's trading multiples against a sector benchmark. Here that gives P/E of 13.4× (cheaper than the peer median of 15.5×); Fwd P/E of 11.9× (cheaper than the peer median of 14.2×); P/B of 2.1× (cheaper than the peer median of 2.8×); P/S of 3.6× (cheaper than the peer median of 5.1×); Dividend yield of 3.5% (cheaper than the peer median of 1.7%). A cheaper multiple than peers can flag a discount or a market that expects weaker growth; it is a comparison, not a recommendation.
The asset, or book-value, lens is the classic tool for asset-heavy businesses and financials. BAER.SW shows a price-to-book (P/B) of 2.06 and book value of 35.84 per share. Price-to-book compares the market price to the accounting net-asset value per share; below 1.0 can mean a discount to net assets or that the market is pricing in trouble — descriptive either way, never a buy signal on its own.
Finally, a price-based read — explicitly not a valuation. BAER.SW is in an up-trend (price above both its 50- and 200-day averages), trading -3.7% from its 52-week high. Over the past year the stock is +30.3%. Moving-average trend and 52-week position describe where the stock has traded; they say nothing about what it is worth.
Relative valuation — BAER.SW vs peers
| Multiple | BAER.SW | Peer median | |
|---|---|---|---|
| P/E | 13.4× | 15.5× | cheaper than |
| Fwd P/E | 11.9× | 14.2× | cheaper than |
| P/B | 2.1× | 2.8× | cheaper than |
| P/S | 3.6× | 5.1× | cheaper than |
| Dividend yield | 3.5% | 1.7% | cheaper than |
Sector benchmark (bellwethers, not direct competitors).
Asset / book-value view
Price-to-book compares the market price to the accounting net-asset value per share. Most useful for asset-heavy businesses, banks and insurers.
Price-based snapshot
Price-based, not a valuation. Moving-average trend and 52-week position describe where the stock has traded — they say nothing about fair value.
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Most undervalued stocks (per our valuation) · All valued stocks · Interactive BAER.SW viewA descriptive, available-data snapshot and relative comparison — NOT a DCF, NOT a price target, and NOT investment advice. TickerWorth is an educational tool, not a licensed investment adviser. Figures are estimates derived from public market data and can be wrong, stale or incomplete.