EFGN - EFG International AG - Stock & Dividends
Exchange: SIX Swiss Exchange • Country: Switzerland • Currency: CHF • Type: Common Stock • ISIN: CH0022268228
Private Banking, Wealth Management, Asset Management, Investment Solutions
EFG International AG is a global financial institution that offers a wide range of private banking, wealth management, and asset management services to its clients. Through its subsidiaries, the company provides tailored investment solutions, including discretionary mandates, structured products, and trading services, helping clients achieve their financial goals.
In addition to investment solutions, EFG International AG offers comprehensive wealth planning and trust services, enabling clients to manage their wealth effectively and plan for the future. The company also provides credit and financing services, including Islamic, property, and investment financing, to support clients' personal and business needs.
For added convenience, EFG International AG offers eBanking services, including mobile banking and security services, allowing clients to manage their finances on-the-go. The company also provides a range of other banking services, such as custody, foreign exchange and treasury, and trading services, as well as accounts and cards, and metals, catering to the diverse needs of its clients.
Furthermore, EFG International AG supports independent asset managers in setting up private label funds, providing them with the necessary infrastructure and expertise to grow their business. With operations in Europe, Asia Pacific, the Americas, and the Middle East, the company has a strong global presence, serving clients from diverse backgrounds and regions.
Founded in 1995, EFG International AG is headquartered in Zurich, Switzerland, and has established itself as a reputable player in the global financial industry. For more information, please visit their website at https://www.efginternational.com.
Drawdown (Underwater) Chart
![Drawdown / Underwater Chart for EFGN - EFG International AG - Stock & Dividends](https://www.valueray.com/images/drawdown_chart/EFGN.SW_drawdown.png)
EFGN Stock Overview
Market Cap in USD | 4,342m |
Sector | Financial Services |
Industry | Banks - Diversified |
GiC SubIndustry | Diversified Banks |
TER | 0.00% |
IPO / Inception |
EFGN Stock Ratings
Growth 5y | 91.2 |
Fundamental | -34.9 |
Dividend | 79.9 |
Rel. Performance vs Sector | 1.33 |
Analysts | - |
Fair Price Momentum | 14.01 CHF |
Fair Price DCF | - |
EFGN Dividends
Dividend Yield 12m | 4.31% |
Yield on Cost 5y | 10.93% |
Dividends CAGR 5y | 8.45% |
Payout Consistency | 93.6% |
EFGN Growth Ratios
Growth 12m | 22.39% |
Growth Correlation 12m | 71% |
Growth Correlation 3m | 74% |
CAGR 5y | 20.36% |
CAGR/Mean DD 5y | 2.72 |
Sharpe Ratio 12m | 0.69 |
Alpha vs SP500 12m | 6.65 |
Beta vs SP500 5y weekly | 0.67 |
ValueRay RSI | 6.12 |
Volatility GJR Garch 1y | 21.03% |
Price / SMA 50 | -1.09% |
Price / SMA 200 | 13.93% |
Current Volume | 566.1k |
Average Volume 20d | 212.3k |
External Links for EFGN Stock
As of July 27, 2024, the stock is trading at CHF 12.76 with a total of 566,097 shares traded.
Over the past week, the price has changed by -4.49%, over one month by -1.24%, over three months by +19.48% and over the past year by +23.30%.
According to ValueRays Forecast Model, EFGN EFG International AG will be worth about 15.4 in July 2025. The stock is currently trading at 12.76. This means that the stock has a potential upside of +20.85%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 13.5 | 5.88 |
Analysts Target Price | - | - |
ValueRay Target Price | 15.4 | 20.8 |