(EFGN) EFG International - Ratings and Ratios

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

EFGN: Banking, Investment, Management, Financing, Trading, Services, Wealth

EFG International AG is a Swiss-based financial services firm that specializes in private banking, wealth management, and asset management. Established in 1995, the company has built a strong presence across Europe, Asia-Pacific, the Americas, and the Middle East, making it a globally diversified financial institution.

The firm offers a broad range of services, including discretionary investment mandates, structured products, and trading services. It also provides wealth planning and trust services, which are critical for high-net-worth individuals and families seeking to manage and transfer their wealth. Additionally, EFG International offers credit and financing solutions, including Islamic financing, property financing, and investment financing, catering to diverse client needs.

For modern banking needs, the company provides eBanking services, including mobile banking and security services, ensuring clients have access to their financial resources anytime, anywhere. Beyond these core services, EFG International also offers custody services, foreign exchange and treasury services, and trading services. It even provides metals accounts, which have become increasingly popular as a hedge against inflation and market volatility.

What sets EFG International apart is its support for independent asset managers. The firm helps these managers establish private label funds, effectively enabling them to operate under their own brand while leveraging EFGs infrastructure and expertise. This partnership model has been instrumental in attracting a wide range of asset managers and expanding the firms network.

From a financial standpoint, EFG International AG has a market capitalization of approximately 4,300.64 million CHF, with a price-to-earnings (P/E) ratio of 14.81. The price-to-book (P/B) ratio stands at 1.91, and the price-to-sales (P/S) ratio is 2.98. These metrics provide insight into the companys valuation and financial health, which are crucial for investors and fund managers evaluating potential investments.

Headquartered in Zurich, Switzerland, EFG International AG operates in a highly regulated and stable financial environment, which adds to its credibility and trustworthiness. Its global presence, diverse service offerings, and strategic partnerships make it a significant player in the private banking and wealth management space. For investors seeking exposure to the financial sector, particularly in the realm of private banking, EFG International AG is a name worth considering.

Additional Sources for EFGN Stock

Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle

EFGN Stock Overview

Market Cap in USD 4,595m
Sector Financial Services
Industry Banks - Diversified
GiC Sub-Industry Diversified Banks
IPO / Inception

EFGN Stock Ratings

Growth 5y 87.0%
Fundamental 44.4%
Dividend 24.0%
Rel. Strength 0.9
Analysts -
Fair Price Momentum 14.88 CHF
Fair Price DCF -

EFGN Dividends

Dividend Yield 12m 0.00%
Yield on Cost 5y %
Annual Growth 5y -100.00%
Payout Consistency 92.9%

EFGN Growth Ratios

Growth Correlation 3m 47.9%
Growth Correlation 12m 60.8%
Growth Correlation 5y 96.7%
CAGR 5y 25.99%
CAGR/Max DD 5y 0.81
Sharpe Ratio 12m 1.56
Alpha 16.17
Beta 0.292
Volatility 21.48%
Current Volume 347.9k
Average Volume 20d 253.1k
What is the price of EFGN stocks?
As of April 01, 2025, the stock is trading at CHF 13.12 with a total of 347,902 shares traded.
Over the past week, the price has changed by -4.23%, over one month by -2.18%, over three months by +2.97% and over the past year by +22.49%.
Is EFG International a good stock to buy?
Partly, yes. Based on ValueRay Fundamental Analyses, EFG International (SW:EFGN) is currently (April 2025) ok to buy, but has to be watched. It has a ValueRay Fundamental Rating of 44.38 and therefor a somewhat positive outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of EFGN as of April 2025 is 14.88. This means that EFGN is currently undervalued and has a potential upside of +13.41% (Margin of Safety).
Is EFGN a buy, sell or hold?
EFG International has no consensus analysts rating.
What are the forecast for EFGN stock price target?
According to ValueRays Forecast Model, EFGN EFG International will be worth about 16.2 in April 2026. The stock is currently trading at 13.12. This means that the stock has a potential upside of +23.09%.
Issuer Forecast Upside
Wallstreet Target Price 15.1 14.8%
Analysts Target Price - -
ValueRay Target Price 16.2 23.1%