(EFGN) EFG International - Ratings and Ratios
Exchange: SW • Country: Switzerland • Currency: CHF • Type: Common Stock • ISIN: CH0022268228
EFGN EPS (Earnings per Share)
EFGN Revenue
EFGN: Private Banking, Wealth Management, Asset Management
EFG International AG is a global private banking and wealth management firm that offers a comprehensive suite of financial services, including investment solutions, wealth planning, credit and financing, and eBanking. With a presence in 13 countries across the globe, the company caters to high-net-worth individuals and families, providing tailored financial solutions to meet their unique needs. Its diverse range of services includes advisory and discretionary investment management, alternative investments, and advanced investment solutions, as well as wealth planning, trusts, and fund services.
The companys global footprint spans across major financial hubs, including Switzerland, Hong Kong, Singapore, and the United States, allowing it to capitalize on growth opportunities in various markets. EFG International AGs asset management capabilities are also noteworthy, with a focus on responsible investing and a robust investment process. The companys ability to support independent asset managers in setting up private label funds further underscores its commitment to innovation and client-centricity.
Analyzing the
Based on the
Additional Sources for EFGN Stock
EFGN Stock Overview
Market Cap in USD | 5,345m |
Sector | Financial Services |
Industry | Banks - Diversified |
GiC Sub-Industry | Diversified Banks |
IPO / Inception |
EFGN Stock Ratings
Growth Rating | 86.0 |
Fundamental | 63.4 |
Dividend Rating | 82.7 |
Rel. Strength | -11.5 |
Analysts | - |
Fair Price Momentum | 15.97 CHF |
Fair Price DCF | 26.60 CHF |
EFGN Dividends
Dividend Yield 12m | 4.42% |
Yield on Cost 5y | 11.49% |
Annual Growth 5y | 12.89% |
Payout Consistency | 92.9% |
Payout Ratio | 57.9% |
EFGN Growth Ratios
Growth Correlation 3m | 83.3% |
Growth Correlation 12m | 62.6% |
Growth Correlation 5y | 96.9% |
CAGR 5y | 22.42% |
CAGR/Max DD 5y | 0.75 |
Sharpe Ratio 12m | 1.49 |
Alpha | 3.22 |
Beta | 0.821 |
Volatility | 21.28% |
Current Volume | 285.9k |
Average Volume 20d | 250.6k |
As of July 01, 2025, the stock is trading at CHF 14.70 with a total of 285,888 shares traded.
Over the past week, the price has changed by +2.94%, over one month by +0.82%, over three months by +12.04% and over the past year by +14.17%.
Yes, based on ValueRay´s Fundamental Analyses, EFG International (SW:EFGN) is currently (July 2025) a good stock to buy. It has a ValueRay Fundamental Rating of 63.40 and therefor a positive outlook according to the companies health.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of EFGN is around 15.97 CHF . This means that EFGN is currently overvalued and has a potential downside of 8.64%.
EFG International has no consensus analysts rating.
According to our own proprietary Forecast Model, EFGN EFG International will be worth about 18.4 in July 2026. The stock is currently trading at 14.70. This means that the stock has a potential upside of +24.9%.
Issuer | Target | Up/Down from current |
---|---|---|
Wallstreet Target Price | 14.3 | -2.5% |
Analysts Target Price | - | - |
ValueRay Target Price | 18.4 | 24.9% |