EFG International AG

SWX:EFGN Stock Report

Market Cap: CHF 3.9b

EFG International Valuation

Is EFGN undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

3/6

Valuation Score 3/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of EFGN when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: EFGN (CHF12.8) is trading above our estimate of fair value (CHF12.37)

Significantly Below Fair Value: EFGN is trading above our estimate of fair value.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for EFGN?

Key metric: As EFGN is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for EFGN. This is calculated by dividing EFGN's market cap by their current earnings.
What is EFGN's PE Ratio?
PE Ratio12.9x
EarningsCHF 300.30m
Market CapCHF 3.87b

Price to Earnings Ratio vs Peers

How does EFGN's PE Ratio compare to its peers?

The above table shows the PE ratio for EFGN vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average22.9x
VONN Vontobel Holding
16.2x17.7%CHF 3.5b
VZN VZ Holding
27.7x6.3%CHF 5.6b
BAER Julius Bär Gruppe
31.9x22.4%CHF 11.9b
VPBN VP Bank
15.9x20.2%CHF 479.9m
EFGN EFG International
12.9x6.4%CHF 3.9b

Price-To-Earnings vs Peers: EFGN is good value based on its Price-To-Earnings Ratio (12.9x) compared to the peer average (22.9x).

Price to Earnings Ratio vs Industry

How does EFGN's PE Ratio compare vs other companies in the European Capital Markets Industry?

16 CompaniesPrice / EarningsEstimated GrowthMarket Cap
EFGN 12.9xIndustry Avg. 13.2xNo. of Companies39PE01224364860+
16 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: EFGN is good value based on its Price-To-Earnings Ratio (12.9x) compared to the European Capital Markets industry average (13.1x).

Price to Earnings Ratio vs Fair Ratio

What is EFGN's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

EFGN PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio12.9x
Fair PE Ratio19.5x

Price-To-Earnings vs Fair Ratio: EFGN is good value based on its Price-To-Earnings Ratio (12.9x) compared to the estimated Fair Price-To-Earnings Ratio (19.5x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst EFGN forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentCHF 12.80
CHF 14.44
+12.8%
6.5%CHF 15.64CHF 13.10n/a4
Dec ’25CHF 12.00
CHF 14.55
+21.2%
7.3%CHF 15.64CHF 13.10n/a3
Nov ’25CHF 11.94
CHF 14.14
+18.4%
7.7%CHF 15.64CHF 13.10n/a4
Oct ’25CHF 11.36
CHF 14.48
+27.5%
7.2%CHF 15.64CHF 13.10n/a3
Sep ’25CHF 12.06
CHF 14.48
+20.1%
7.2%CHF 15.64CHF 13.10n/a3
Aug ’25CHF 12.60
CHF 14.48
+14.9%
7.2%CHF 15.64CHF 13.10n/a3
Jul ’25CHF 13.44
CHF 13.04
-3.0%
1.9%CHF 13.30CHF 12.70n/a3
Jun ’25CHF 12.14
CHF 13.04
+7.4%
1.9%CHF 13.30CHF 12.70n/a3
May ’25CHF 10.68
CHF 12.01
+12.4%
6.6%CHF 13.12CHF 11.40n/a3
Apr ’25CHF 11.26
CHF 12.01
+6.6%
6.6%CHF 13.12CHF 11.40n/a3
Mar ’25CHF 12.60
CHF 12.01
-4.7%
6.6%CHF 13.12CHF 11.40n/a3
Feb ’25CHF 11.20
CHF 10.45
-6.7%
10.0%CHF 11.50CHF 9.40n/a2
Jan ’25CHF 10.80
CHF 10.20
-5.6%
8.5%CHF 11.40CHF 9.40n/a3
Dec ’24CHF 10.48
CHF 10.20
-2.7%
8.5%CHF 11.40CHF 9.40CHF 12.003
Nov ’24CHF 10.86
CHF 10.67
-1.8%
8.4%CHF 11.40CHF 9.40CHF 11.943
Oct ’24CHF 10.40
CHF 10.67
+2.6%
8.4%CHF 11.40CHF 9.40CHF 11.363
Sep ’24CHF 9.99
CHF 10.67
+6.8%
8.4%CHF 11.40CHF 9.40CHF 12.063
Aug ’24CHF 10.84
CHF 10.33
-4.7%
8.0%CHF 11.40CHF 9.40CHF 12.603
Jul ’24CHF 9.08
CHF 10.20
+12.3%
8.5%CHF 11.40CHF 9.40CHF 13.443
Jun ’24CHF 8.91
CHF 10.20
+14.5%
8.5%CHF 11.40CHF 9.40CHF 12.143
May ’24CHF 8.57
CHF 9.65
+12.6%
4.4%CHF 10.25CHF 9.30CHF 10.683
Apr ’24CHF 8.95
CHF 9.65
+7.8%
4.4%CHF 10.25CHF 9.30CHF 11.263
Mar ’24CHF 9.19
CHF 9.52
+3.6%
5.6%CHF 10.25CHF 9.00CHF 12.603
Jan ’24CHF 8.83
CHF 7.30
-17.3%
6.8%CHF 7.80CHF 6.80CHF 10.802
Dec ’23CHF 8.33
CHF 7.30
-12.4%
6.8%CHF 7.80CHF 6.80CHF 10.482

Analyst Forecast: Target price is less than 20% higher than the current share price.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/18 04:10
End of Day Share Price 2024/12/18 00:00
Earnings2024/06/30
Annual Earnings2023/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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.

AnalystInstitution
Dieter HeinAlphaValue
Tomasz GrzelakBaader Helvea Equity Research
Peter RothenaicherBaader Helvea Equity Research