(EFGN) EFG International - Ratings and Ratios

Exchange: SW • Country: Switzerland • Currency: CHF • Type: Common Stock • ISIN: CH0022268228

EFGN EPS (Earnings per Share)

This chart shows the EPS (Earnings per Share) of EFGN over the last 5 years for every Quarter.

EFGN Revenue

This chart shows the Revenue of EFGN over the last 5 years for every Quarter.

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 , we observe that EFG International AGs stock has been trending upwards, with the last price of 14.84 CHF being at its 52-week high. The SMA20, SMA50, and SMA200 are all trending upwards, indicating a strong bullish sentiment. The ATR of 0.32 CHF (2.13%) suggests moderate volatility. Considering the , the companys market capitalization stands at 4463.83M CHF, with a P/E ratio of 15.52 and an RoE of 28.33%, indicating a relatively strong financial performance.

Based on the and , our forecast suggests that EFG International AGs stock is likely to continue its upward trend, driven by the companys strong financial performance and favorable market sentiment. We anticipate the stock to reach 16.50 CHF within the next 6-12 months, representing a potential upside of 11.2% from current levels. However, it is essential to monitor the companys future performance and adjust our forecast accordingly. Investors should also be aware of potential risks, including market volatility and regulatory changes, which could impact the stocks performance.

Additional Sources for EFGN Stock

Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle

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
What is the price of EFGN shares?
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%.
Is EFG International a good stock to buy?
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%.
Is EFGN a buy, sell or hold?
EFG International has no consensus analysts rating.
What are the forecasts for EFGN share price target?
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%