EFG International AG

SWX:EFGN Stock Report

Market Cap: CHF 5.0b

EFG International Valuation

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

Valuation Score

4/6

Valuation Score 4/6

  • 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.

CHF 18.42
Fair Value
9.1% undervalued intrinsic discount
2
Number of Analysts

Below Fair Value: EFGN (CHF16.74) is trading below our estimate of fair value (CHF18.42)

Significantly Below Fair Value: EFGN is trading below fair value, but not by a significant amount.

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 Ratio14x
EarningsCHF 361.20m
Market CapCHF 5.05b

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 Average18.7x
VZN VZ Holding
27.2x10.67%CHF 6.2b
VONN Vontobel Holding
13.7x12.28%CHF 3.4b
BAER Julius Bär Gruppe
12.8x11.12%CHF 11.1b
PGHN Partners Group Holding
21.3x10.11%CHF 25.5b
EFGN EFG International
14x2.31%CHF 5.0b

Price-To-Earnings vs Peers: EFGN is good value based on its Price-To-Earnings Ratio (14x) compared to the peer average (18.7x).

Price to Earnings Ratio vs Industry

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

26 CompaniesPrice / EarningsEstimated GrowthMarket Cap
EFGN 14.0xIndustry Avg. 16.6xNo. of Companies47PE01632486480+
26 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: EFGN is good value based on its Price-To-Earnings Ratio (14x) compared to the European Capital Markets industry average (16.6x).

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 Ratio14x
Fair PE Ratio15.3x

Price-To-Earnings vs Fair Ratio: EFGN is good value based on its Price-To-Earnings Ratio (14x) compared to the estimated Fair Price-To-Earnings Ratio (15.3x).

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 16.74
CHF 16.85
+0.66%
6.23%CHF 17.90CHF 15.80n/a2
Oct ’26CHF 16.36
CHF 16.85
+3.00%
6.23%CHF 17.90CHF 15.80n/a2
Sep ’26CHF 15.92
CHF 16.85
+5.84%
6.23%CHF 17.90CHF 15.80n/a2
Aug ’26CHF 16.14
CHF 16.65
+3.16%
7.51%CHF 17.90CHF 15.40n/a2
Jul ’26CHF 14.70
CHF 14.33
-2.49%
7.78%CHF 15.80CHF 13.10n/a3
Jun ’26CHF 14.64
CHF 14.33
-2.09%
7.78%CHF 15.80CHF 13.10n/a3
May ’26CHF 12.42
CHF 14.87
+19.70%
8.41%CHF 15.80CHF 13.10n/a3
Apr ’26CHF 13.14
CHF 15.06
+14.61%
7.52%CHF 15.80CHF 13.10n/a4
Mar ’26CHF 14.00
CHF 15.06
+7.57%
7.52%CHF 15.80CHF 13.10n/a4
Feb ’26CHF 14.28
CHF 14.44
+1.09%
6.54%CHF 15.64CHF 13.10n/a4
Jan ’26CHF 13.16
CHF 14.44
+9.69%
6.54%CHF 15.64CHF 13.10n/a4
Dec ’25CHF 12.00
CHF 14.55
+21.22%
7.33%CHF 15.64CHF 13.10n/a3
Nov ’25CHF 11.94
CHF 14.14
+18.38%
7.69%CHF 15.64CHF 13.10CHF 16.744
Oct ’25CHF 11.36
CHF 14.48
+27.46%
7.24%CHF 15.64CHF 13.10CHF 16.363
Sep ’25CHF 12.06
CHF 14.48
+20.07%
7.24%CHF 15.64CHF 13.10CHF 15.923
Aug ’25CHF 12.60
CHF 14.48
+14.92%
7.24%CHF 15.64CHF 13.10CHF 16.143
Jul ’25CHF 13.44
CHF 13.04
-2.98%
1.93%CHF 13.30CHF 12.70CHF 14.703
Jun ’25CHF 12.14
CHF 13.04
+7.41%
1.93%CHF 13.30CHF 12.70CHF 14.643
May ’25CHF 10.68
CHF 12.01
+12.42%
6.57%CHF 13.12CHF 11.40CHF 12.423
Apr ’25CHF 11.26
CHF 12.01
+6.63%
6.57%CHF 13.12CHF 11.40CHF 13.143
Mar ’25CHF 12.60
CHF 12.01
-4.71%
6.57%CHF 13.12CHF 11.40CHF 14.003
Feb ’25CHF 11.20
CHF 10.45
-6.70%
10.05%CHF 11.50CHF 9.40CHF 14.282
Jan ’25CHF 10.80
CHF 10.20
-5.56%
8.47%CHF 11.40CHF 9.40CHF 13.163
Dec ’24CHF 10.48
CHF 10.20
-2.67%
8.47%CHF 11.40CHF 9.40CHF 12.003
Nov ’24CHF 10.86
CHF 10.67
-1.78%
8.43%CHF 11.40CHF 9.40CHF 11.943
CHF 16.85
Fair Value
0.7% undervalued intrinsic discount
2
Number of Analysts

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

Discover undervalued companies

7D

1Y

7D

1Y

7D

1Y

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/11/02 07:56
End of Day Share Price 2025/10/31 00:00
Earnings2025/06/30
Annual Earnings2024/12/31

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.

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 13 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
Tomasz GrzelakBaader Helvea Equity Research
Peter RothenaicherBaader Helvea Equity Research
Christoph BohliBerenberg