(EFGN) EFG International - Ratings and Ratios
Exchange: SW • Country: Switzerland • Currency: CHF • Type: Common Stock • ISIN: CH0022268228
EFGN: Private, Banking, Wealth, Management, Investment
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.Additional Sources for EFGN Stock
EFGN Stock Overview
Market Cap in USD | 4,615m |
Sector | Financial Services |
Industry | Banks - Diversified |
GiC Sub-Industry | Diversified Banks |
IPO / Inception |
EFGN Stock Ratings
Growth Rating | 81.4 |
Fundamental | 63.4 |
Dividend Rating | 85.3 |
Rel. Strength | -5.97 |
Analysts | - |
Fair Price Momentum | 14.30 CHF |
Fair Price DCF | 42.84 CHF |
EFGN Dividends
Dividend Yield 12m | 4.83% |
Yield on Cost 5y | 14.29% |
Annual Growth 5y | 12.89% |
Payout Consistency | 92.9% |
EFGN Growth Ratios
Growth Correlation 3m | -70% |
Growth Correlation 12m | 38.4% |
Growth Correlation 5y | 96.6% |
CAGR 5y | 25.27% |
CAGR/Max DD 5y | 0.78 |
Sharpe Ratio 12m | 1.43 |
Alpha | 8.50 |
Beta | 0.821 |
Volatility | 24.93% |
Current Volume | 175.7k |
Average Volume 20d | 243.7k |
As of May 11, 2025, the stock is trading at CHF 13.02 with a total of 175,706 shares traded.
Over the past week, the price has changed by +2.84%, over one month by +20.11%, over three months by -2.93% and over the past year by +13.82%.
Yes, based on ValueRay Fundamental Analyses, EFG International (SW:EFGN) is currently (May 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 ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of EFGN as of May 2025 is 14.30. This means that EFGN is currently overvalued and has a potential downside of 9.83%.
EFG International has no consensus analysts rating.
According to ValueRays Forecast Model, EFGN EFG International will be worth about 16 in May 2026. The stock is currently trading at 13.02. This means that the stock has a potential upside of +22.73%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 14.9 | 14.2% |
Analysts Target Price | - | - |
ValueRay Target Price | 16 | 22.7% |