EFGN Stock Overview
Provides private banking, wealth management, and asset management services. More details
| Snowflake Score | |
|---|---|
| Valuation | 6/6 |
| Future Growth | 1/6 |
| Past Performance | 3/6 |
| Financial Health | 5/6 |
| Dividends | 5/6 |
Rewards
Risk Analysis
Community vs My Fair Value
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EFG International AG Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | CHF 11.76 |
| 52 Week High | CHF 14.90 |
| 52 Week Low | CHF 9.39 |
| Beta | 0.32 |
| 1 Month Change | -17.76% |
| 3 Month Change | -16.24% |
| 1 Year Change | 11.15% |
| 3 Year Change | 62.21% |
| 5 Year Change | 88.46% |
| Change since IPO | -70.30% |
Recent News & Updates
Recent updates
Here's Why Shareholders May Want To Be Cautious With Increasing EFG International AG's (VTX:EFGN) CEO Pay Packet
Mar 15
Acquisition Of Cité Gestion Will Strengthen Our Swiss Presence And Drive Client Trust
Feb 23 The acquisition of Cité Gestion bolsters EFG's market share in Switzerland and enhances revenue through increased client trust and service offerings.EFG International AG Just Recorded A 8.3% EPS Beat: Here's What Analysts Are Forecasting Next
Feb 25Here'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 | -1.0% | -0.8% | 0.1% |
| 1Y | 11.2% | -5.3% | -0.2% |
Return vs Industry: EFGN exceeded the Swiss Capital Markets industry which returned -5.3% over the past year.
Return vs Market: EFGN exceeded the Swiss Market which returned -0.2% over the past year.
Price Volatility
| EFGN volatility | |
|---|---|
| EFGN Average Weekly Movement | 4.8% |
| Capital Markets Industry Average Movement | 4.8% |
| Market Average Movement | 4.7% |
| 10% most volatile stocks in CH Market | 8.9% |
| 10% least volatile stocks in CH Market | 2.5% |
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 (5%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1995 | 3,114 | 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 advisory solutions, discretionary solutions, alternative and private market investments, and advanced investment solutions; wealth services, such as wealth solutions, wealth planning, and trusts and fund services; credit and financing services, including Islamic, property, and investment financing; and eBanking services comprising mobile banking, digital keys, security, and ebanking documentation services. It also provides other banking services consisting of accounts and cards, precious metals, custody services, foreign exchange and treasury, and trading services; and supports independent asset managers to set up private label funds.
EFG International AG Fundamentals Summary
| EFGN fundamental statistics | |
|---|---|
| Market cap | CHF 3.45b |
| Earnings (TTM) | CHF 301.70m |
| Revenue (TTM) | CHF 1.50b |
11.7x
P/E Ratio2.4x
P/S RatioIs EFGN overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| EFGN income statement (TTM) | |
|---|---|
| Revenue | CHF 1.50b |
| Cost of Revenue | CHF 0 |
| Gross Profit | CHF 1.50b |
| Other Expenses | CHF 1.20b |
| Earnings | CHF 301.70m |
Last Reported Earnings
Dec 31, 2024
Next Earnings Date
Jul 23, 2025
| Earnings per share (EPS) | 1.01 |
| Gross Margin | 100.00% |
| Net Profit Margin | 20.16% |
| Debt/Equity Ratio | 121.6% |
How did EFGN perform over the long term?
See historical performance and comparisonDividends
5.1%
Current Dividend Yield60%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/04/23 18:05 |
| End of Day Share Price | 2025/04/23 00:00 |
| Earnings | 2024/12/31 |
| Annual Earnings | 2024/12/31 |
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 |
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| 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.
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 Github.
Analyst Sources
EFG International AG is covered by 18 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 |
|---|---|
| Peter Rothenaicher | Baader Helvea Equity Research |
| Tomasz Grzelak | Baader Helvea Equity Research |
| Felix Hermes | Bank am Bellevue |