(EFGN) EFG International - Ratings and Ratios

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

EFGN: Private Banking, Wealth Management, Asset Management, Investment Solutions

EFG International AG, a global private banking group, offers a comprehensive range of financial services, including private banking, wealth management, and asset management, to high net worth individuals, families, and institutional clients. The company's investment solutions encompass discretionary mandates, where experienced portfolio managers oversee client assets, as well as structured products and trading services, which provide clients with access to a broad range of financial markets and instruments. Additionally, EFG International AG provides wealth planning and trust services, including estate planning, tax planning, and philanthropy, to help clients manage their wealth effectively.

The company's credit and financing services include Islamic financing, which caters to clients seeking Shariah-compliant financial solutions, as well as property financing and investment financing, which provide clients with access to capital for various investment opportunities. Furthermore, EFG International AG offers eBanking services, including mobile banking and security services, which enable clients to manage their accounts and investments securely and efficiently. The company also provides custody, foreign exchange and treasury, and trading services, as well as accounts and cards, and metals, to support clients' investment and wealth management needs.

EFG International AG supports independent asset managers in setting up private label funds, which enables them to offer bespoke investment solutions to their clients. The company operates in multiple regions, including Europe, Asia Pacific, the Americas, and the Middle East, with a strong presence in key financial centers. Founded in 1995 and headquartered in Zurich, Switzerland, EFG International AG has established itself as a reputable player in the global private banking industry, with a focus on delivering high-quality services and tailored solutions to its clients. The company's shares are listed on the SIX Swiss Exchange, and its web presence can be found at https://www.efginternational.com, with the ISIN CH0022268228 and classified as a common stock under the GICS Sub Industry of Diversified Banks.

Additional Sources for EFGN Stock

Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle

EFGN Stock Overview

Market Cap in USD 4,360m
Sector Financial Services
Industry Banks - Diversified
GiC Sub-Industry Diversified Banks
IPO / Inception

EFGN Stock Ratings

Growth 5y 91.8%
Fundamental -24.4%
Dividend 76.6%
Rel. Strength Industry 7.25
Analysts -
Fair Price Momentum 15.76 CHF
Fair Price DCF -

EFGN Dividends

Dividend Yield 12m 4.00%
Yield on Cost 5y 11.04%
Annual Growth 5y 12.89%
Payout Consistency 92.9%

EFGN Growth Ratios

Growth Correlation 3m 78.9%
Growth Correlation 12m 52.7%
Growth Correlation 5y 96.4%
CAGR 5y 22.45%
CAGR/Mean DD 5y 2.88
Sharpe Ratio 12m 1.24
Alpha 22.46
Beta 0.50
Volatility 25.25%
Current Volume 149.2k
Average Volume 20d 267k
What is the price of EFGN stocks?
As of January 22, 2025, the stock is trading at CHF 13.76 with a total of 149,205 shares traded.
Over the past week, the price has changed by +7.00%, over one month by +7.67%, over three months by +14.48% and over the past year by +37.53%.
Is EFG International a good stock to buy?
Neither. Based on ValueRay Fundamental Analyses, EFG International is currently (January 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of -24.43 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of EFGN as of January 2025 is 15.76. This means that EFGN is currently undervalued and has a potential upside of +14.53% (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 17.2 in January 2026. The stock is currently trading at 13.76. This means that the stock has a potential upside of +25.22%.
Issuer Forecast Upside
Wallstreet Target Price 14.4 4.9%
Analysts Target Price - -
ValueRay Target Price 17.2 25.2%