EFG International AG

BATS-CHIXE:EFGNz Stock Report

Market Cap: CHF 3.5b

EFG International Valuation

Is EFGNz 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 EFGNz when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: EFGNz (CHF11.72) is trading above our estimate of fair value (CHF10.15)

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

Key Valuation Metric

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

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

The above table shows the Price to Earnings ratio for EFGNz. This is calculated by dividing EFGNz's market cap by their current earnings.
What is EFGNz's PE Ratio?
PE Ratio11.8x
EarningsCHF 300.30m
Market CapCHF 3.54b

Price to Earnings Ratio vs Peers

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

The above table shows the PE ratio for EFGNz vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average17.4x
BPT Bridgepoint Group
42.5x33.2%UK£2.8b
PHLL Petershill Partners
9.7x34.7%UK£2.7b
ABDN abrdn
7.8x-20.9%UK£2.5b
EMG Man Group
9.5x15.0%UK£2.4b
EFGNz EFG International
11.8x6.3%CHF 3.5b

Price-To-Earnings vs Peers: EFGNz is good value based on its Price-To-Earnings Ratio (11.8x) compared to the peer average (17.4x).

Price to Earnings Ratio vs Industry

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

4 CompaniesPrice / EarningsEstimated GrowthMarket Cap
PNIX Phoenix Digital Assets
1.2xn/aUS$34.88m
IX. i(x) Net Zero
0.1xn/aUS$8.94m
APQ APQ Global
0.4xn/aUS$5.78m
MAFL Mineral & Financial Investments
2xn/aUS$5.00m
No more companies available in this PE range
No. of Companies19PE01020304050+
4 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: EFGNz is good value based on its Price-To-Earnings Ratio (11.8x) compared to the UK Capital Markets industry average (12.4x).

Price to Earnings Ratio vs Fair Ratio

What is EFGNz'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.

EFGNz PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio11.8x
Fair PE Ratio16.7x

Price-To-Earnings vs Fair Ratio: EFGNz is good value based on its Price-To-Earnings Ratio (11.8x) compared to the estimated Fair Price-To-Earnings Ratio (16.7x).

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 EFGNz forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentCHF 11.72
CHF 14.19
+21.0%
7.9%CHF 15.64CHF 13.10n/a4
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 12.08
CHF 14.48
+19.9%
7.2%CHF 15.64CHF 13.10n/a3
Aug ’25CHF 12.52
CHF 14.48
+15.7%
7.2%CHF 15.64CHF 13.10n/a3
Jul ’25CHF 13.52
CHF 13.04
-3.6%
1.9%CHF 13.30CHF 12.70n/a3
Jun ’25CHF 12.20
CHF 13.04
+6.9%
1.9%CHF 13.30CHF 12.70n/a3
May ’25CHF 10.74
CHF 12.01
+11.8%
6.6%CHF 13.12CHF 11.40n/a3
Apr ’25CHF 11.32
CHF 12.01
+6.1%
6.6%CHF 13.12CHF 11.40n/a3
Mar ’25CHF 12.62
CHF 12.01
-4.9%
6.6%CHF 13.12CHF 11.40n/a3
Feb ’25CHF 11.14
CHF 10.45
-6.2%
10.0%CHF 11.50CHF 9.40n/a2
Jan ’25CHF 10.76
CHF 10.20
-5.2%
8.5%CHF 11.40CHF 9.40n/a3
Dec ’24CHF 10.46
CHF 10.20
-2.5%
8.5%CHF 11.40CHF 9.40n/a3
Nov ’24CHF 10.88
CHF 10.67
-2.0%
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 12.083
Aug ’24CHF 10.88
CHF 10.33
-5.0%
8.0%CHF 11.40CHF 9.40CHF 12.523
Jul ’24CHF 9.07
CHF 10.20
+12.5%
8.5%CHF 11.40CHF 9.40CHF 13.523
Jun ’24CHF 8.93
CHF 10.20
+14.2%
8.5%CHF 11.40CHF 9.40CHF 12.203
May ’24CHF 8.58
CHF 9.65
+12.5%
4.4%CHF 10.25CHF 9.30CHF 10.743
Apr ’24CHF 8.98
CHF 9.65
+7.5%
4.4%CHF 10.25CHF 9.30CHF 11.323
Mar ’24CHF 9.15
CHF 9.52
+4.0%
5.6%CHF 10.25CHF 9.00CHF 12.623
Jan ’24CHF 8.84
CHF 7.30
-17.4%
6.8%CHF 7.80CHF 6.80CHF 10.762
Dec ’23CHF 8.33
CHF 7.30
-12.4%
6.8%CHF 7.80CHF 6.80CHF 10.462
Nov ’23CHF 8.21
CHF 8.28
+0.9%
17.5%CHF 10.25CHF 6.80CHF 10.883

Analyst Forecast: Target price is more than 20% higher than the current share price and analysts are within a statistically confident range of agreement.

Discover undervalued companies

HAL Trust

€10.4b

Operates through multi-sectors in Europe, the United States, Canada, Asia, and internationally.

0K9V

€114.60

7D

0.4%

1Y

1.2%

ASA International Group

UK£64.8m

Provides microfinancing services in Africa and Asia.

ASAI

UK£0.65

7D

0.8%

1Y

28.5%

Man Group

UK£2.4b

Man Group Limited is a publicly owned investment manager.

EMGL

UK£2.11

7D

0.1%

1Y

-2.5%