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STOCK COMPARISON

Julius Baer Gruppe vs Blackstone Group: Fair Value & Quality

Both stocks run through our valuation models. Here is how Julius Baer Gruppe (BAER) and Blackstone Group (BX) compare, as of Sep 5, 2026.

As of Sep 5, 2026, Fair Value Calculator sees Julius Baer Gruppe as the less overvalued of the two: Julius Baer Gruppe trades at CHF 74.84 versus a fair value of CHF 48.43 (-35%), while Blackstone Group trades at $138 versus $52.88 (-62%).
Julius Baer Gruppe
BAER.SW · CHF · Financials
-35%
upside to fair value
overvalued
PriceCHF 74.84
Fair ValueCHF 48.43
Quality54/100
Blackstone Group
BX · USD · Financials
-62%
upside to fair value
overvalued
Price$138
Fair Value$52.88
Quality61/100
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Head-to-head numbers

Green value = the better side for that row (for valuation multiples: lower = cheaper).

Julius Baer GruppeBlackstone Group
Valuation
20.2×P/E (TTM)31.6×
5.03×P/S (TTM)10.45×
2.62×P/B17.36×
16.2×EV/EBITDA22.2×
3.20×PEG1.45×
−35.3%Fair value upside−61.6%
3.5%Dividend yield3.6%
CHF 2.60Dividend per share$4.97
Profitability
34%Operating margin38%
0.59×EBIT margin trend (5Y)1.07×
11%Return on equity30%
1%Return on assets13%
Growth
2%Revenue growth (YoY)6%
9.4%Avg. growth/yr (3Y)22.9%
7.8%Avg. growth/yr (5Y)20.7%
+6.2%Value creation/yr+14.7%
Balance & size
0.6×Interest coverage (EBIT/interest)14.1×
0.70×Debt / equity1.44×
$19BMarket cap$150B
expensiveGrowth qualitymixed

Blackstone Group leads: 6 to 10 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 75 Blackstone Groupof which business quality 51 · market factors 40
ProfitabilityMargins and returns on capital today
27
59
Quality GrowthAre margins and returns improving?
41
41
CashflowEarnings quality: real cash, not paper profit
58
54
Fin. StrengthBalance sheet, leverage, solvency risk
22
18
InvestmentDisciplined investing over empire-building
87
87
Low VolatilityCalm price path (market factor)
75
35
MomentumPrice trend over the last 3–12 months (market factor)
70
49
52W MomentumDistance to the 52-week high (market factor)
86
30
Net IssuanceBuybacks instead of dilution
84
63

What the models say

How far the median fair value (base case) per model family sits from the current price, in percent. The amount in the currency of the trading venue is shown underneath.

above the price, more than 15% above close to the price, 85% to 115% of the price below the price, more than 15% below

Model familyJulius Baer GruppePrice CHF 74.84Blackstone GroupPrice $138
DCF Models-11%close to the priceCHF 66.93-44%below the price$77.58
Earnings-Based-22%below the priceCHF 58.26+6%close to the price$146
Dividend Discount-39%below the priceCHF 45.78+4%close to the price$143
Multiples-35%below the priceCHF 48.90-75%below the price$34.62
Asset-Based-68%below the priceCHF 23.62-94%below the price$7.82
Growth DCFn/a-61%below the price$53.11
Economic Profit-53%below the priceCHF 35.38-79%below the price$28.37
Minimum-68%below the priceCHF 23.62-94%below the price$7.82
Maximum-11%close to the priceCHF 66.93+6%close to the price$146
Median-37%below the priceCHF 47.34-61%below the price$53.11
Geometric mean-41%below the priceCHF 44.04-65%below the price$48.79

Minimum, maximum, median and geometric mean refer to the family values in this table. Geometric because deviations are ratios: half the price and twice the price average to 100%, not 125%.

Julius Baer Gruppe: 8 of 9 models see the stock below the current price.

Blackstone Group: 11 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 74.84 = current price (white tick)
Blackstone Group
Bear $23.34Fair Value $52.88Bull $77.73
$138 = current price (white tick)

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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-35% · below median

Blackstone Group · Financials

Quality score61 · above median
Fair value upside-62% · bottom 25%

Bottom line

As of Sep 5, 2026, Fair Value Calculator sees Julius Baer Gruppe as the less overvalued of the two: Julius Baer Gruppe trades at CHF 74.84 versus a fair value of CHF 48.43 (-35%), while Blackstone Group trades at $138 versus $52.88 (-62%).

Blackstone Group has the higher quality score (61/100).

See the full analysis →

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A model-based valuation snapshot from 26 models. Values change with price and fundamentals; the date shown above applies.