(EFGN) EFG International - Ratings and Ratios

EFG International AG, a Swiss-based global financial services provider, specializes in private banking, wealth management, and asset management. The firm offers a comprehensive suite of investment solutions, including advisory and discretionary portfolio management, alternative investments, and private market opportunities. Its wealth services encompass wealth planning, trust and fund administration, and tailored financial strategies for high-net-worth individuals. The company also provides credit and financing options, including Islamic finance, property financing, and investment-related loans. Additionally, EFG International delivers advanced digital banking solutions, such as mobile banking, security features, and e-documentation services.

Other banking services include account management, card services, precious metals trading, custody, foreign exchange, and treasury solutions. The firm supports independent asset managers by facilitating the establishment of private label funds. EFG International is committed to responsible investing and maintains a robust investment process focused on sustainability and ethical practices. With operations in over 15 jurisdictions, including Switzerland, the UK, Singapore, Hong Kong, and the U.S., the company leverages its global network to deliver localized financial expertise. Founded in 1995 and headquartered in Zurich, EFG International has established itself as a key player in the private banking and wealth management space.

3-Month Forecast - Technical Outlook: The stock is trading slightly above its 20-day SMA (11.95) but below its 50-day (12.84) and 200-day (12.09) SMAs, indicating potential near-term resistance. The ATR of 0.47 suggests moderate volatility, with price fluctuations expected to remain within a narrow range. - Fundamental Analysis: A P/E ratio of 12.46 reflects reasonable valuation, while a P/B ratio of 1.51 indicates modest premium to book value. The RoE of 23.47 highlights strong profitability. - Market Sentiment: With a forward P/E unavailable and a P/S ratio of 2.40, investor sentiment may remain cautious amid macroeconomic uncertainties. The companys focus on private banking and wealth management could face headwinds from rising interest rates and slower global economic growth.