EFGN Stock Overview
Provides private banking, wealth management, and asset management services. More details
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 2/6 |
| Past Performance | 5/6 |
| Financial Health | 4/6 |
| Dividends | 5/6 |
My Notes
Capture your thoughts, links and company narrative
EFG International AG Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | CHF 12.72 |
| 52 Week High | CHF 13.74 |
| 52 Week Low | CHF 10.36 |
| Beta | 0.34 |
| 1 Month Change | 8.16% |
| 3 Month Change | 12.37% |
| 1 Year Change | 19.32% |
| 3 Year Change | 81.71% |
| 5 Year Change | 100.00% |
| Change since IPO | -67.88% |
Recent News & Updates
Recent updates
EFG International AG Just Recorded A 8.3% EPS Beat: Here's What Analysts Are Forecasting Next
Feb 25
Here's Why We Think EFG International (VTX:EFGN) Might Deserve Your Attention Today
Jan 18EFG International (VTX:EFGN) Is Increasing Its Dividend To CHF0.45
Apr 05EFG International (VTX:EFGN) Is Increasing Its Dividend To CHF0.45
Mar 02EFG International (VTX:EFGN) Is Increasing Its Dividend To CHF0.36
Apr 28EFG International (VTX:EFGN) Is Increasing Its Dividend To CHF0.34
Feb 27Increases to EFG International AG's (VTX:EFGN) CEO Compensation Might Cool off for now
Apr 24Should You Buy EFG International AG (VTX:EFGN) For Its Dividend?
Feb 05EFG International's (VTX:EFGN) Stock Price Has Reduced 43% In The Past Five Years
Dec 14
Shareholder Returns
| EFGN | CH Capital Markets | CH Market | |
|---|---|---|---|
| 7D | 5.3% | -4.7% | -2.3% |
| 1Y | 19.3% | 5.5% | 0.7% |
Return vs Industry: EFGN exceeded the Swiss Capital Markets industry which returned 5.5% over the past year.
Return vs Market: EFGN exceeded the Swiss Market which returned 0.7% over the past year.
Price Volatility
| EFGN volatility | |
|---|---|
| EFGN Average Weekly Movement | 3.2% |
| Capital Markets Industry Average Movement | 3.0% |
| Market Average Movement | 3.2% |
| 10% most volatile stocks in CH Market | 7.4% |
| 10% least volatile stocks in CH Market | 1.6% |
Stable Share Price: EFGN has not had significant price volatility in the past 3 months compared to the Swiss market.
Volatility Over Time: EFGN's weekly volatility (3%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1995 | 3,118 | Giorgio Pradelli | www.efginternational.com |
EFG International AG, together with its subsidiaries, provides private banking, wealth management, and asset management services. The company offers investment solutions, including discretionary mandates, structured products, and trading services; wealth planning and trust services; credit and financing services, such as Islamic, property, and investment financing; and eBanking services, including mobile banking and security services. It also provides other banking services consisting of custody, foreign exchange and treasury, and trading services, as well as accounts and cards, and metals; and supports independent asset managers to set up private label funds.
EFG International AG Fundamentals Summary
| EFGN fundamental statistics | |
|---|---|
| Market cap | CHF 3.85b |
| Earnings (TTM) | CHF 300.30m |
| Revenue (TTM) | CHF 1.44b |
12.8x
P/E Ratio2.7x
P/S RatioIs EFGN overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| EFGN income statement (TTM) | |
|---|---|
| Revenue | CHF 1.44b |
| Cost of Revenue | CHF 0 |
| Gross Profit | CHF 1.44b |
| Other Expenses | CHF 1.14b |
| Earnings | CHF 300.30m |
Last Reported Earnings
Jun 30, 2024
Next Earnings Date
Feb 19, 2025
| Earnings per share (EPS) | 0.99 |
| Gross Margin | 100.00% |
| Net Profit Margin | 20.79% |
| Debt/Equity Ratio | 85.7% |
How did EFGN perform over the long term?
See historical performance and comparisonDividends
4.3%
Current Dividend Yield55%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/22 02:13 |
| End of Day Share Price | 2024/12/20 00:00 |
| Earnings | 2024/06/30 |
| Annual Earnings | 2023/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .
Analyst Sources
EFG International AG is covered by 21 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Dieter Hein | AlphaValue |
| Tomasz Grzelak | Baader Helvea Equity Research |
| Peter Rothenaicher | Baader Helvea Equity Research |