EFGI.F Stock Overview

Provides private banking, wealth management, and asset management services. More details

EFGI.F fundamental analysis
Snowflake Score
Valuation	2/6
Future Growth	1/6
Past Performance	5/6
Financial Health	4/6
Dividends	4/6

Rewards

Price-To-Earnings ratio (12.9x) is below the US market (18.3x)

Earnings are forecast to grow 6.39% per year

Earnings grew by 31% over the past year

Risk Analysis

Shares are highly illiquid

Unstable dividend track record

My Notes

Capture your thoughts, links and company narrative

EFG International AG Competitors

Victory Capital Holdings

NasdaqGS:VCTR

US$4.3b

Federated Hermes

NYSE:FHI

US$3.2b

Cohen & Steers

NYSE:CNS

US$4.7b

Main Street Capital

NYSE:MAIN

US$5.0b

Price History & Performance

Summary of share price highs, lows and changes for EFG International
Historical stock prices
Current Share Price	CHF 13.81
52 Week High	CHF 14.26
52 Week Low	CHF 11.65
Beta	0.34
1 Month Change	0%
3 Month Change	4.66%
1 Year Change	n/a
3 Year Change	95.95%
5 Year Change	115.42%
Change since IPO	-71.60%

Recent updates

Shareholder Returns

	EFGI.F	US Capital Markets	US Market
7D	0%	-3.9%	-2.2%
1Y	n/a	33.1%	23.9%

Return vs Industry: Insufficient data to determine how EFGI.F performed against the US Capital Markets industry.

Return vs Market: Insufficient data to determine how EFGI.F performed against the US Market.

Price Volatility

Is EFGI.F's price volatile compared to industry and market?
EFGI.F volatility
EFGI.F Average Weekly Movement	n/a
Capital Markets Industry Average Movement	4.0%
Market Average Movement	6.3%
10% most volatile stocks in US Market	17.0%
10% least volatile stocks in US Market	3.1%

Stable Share Price: EFGI.F's share price has been volatile over the past 3 months compared to the US market.

Volatility Over Time: Insufficient data to determine EFGI.F's volatility change 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

How do EFG International's earnings and revenue compare to its market cap?
EFGI.F fundamental statistics
Market cap	US$4.30b
Earnings (TTM)	US$334.21m
Revenue (TTM)	US$1.61b

12.9x

P/E Ratio

2.7x

P/S Ratio

Is EFGI.F overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
EFGI.F 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 EFGI.F perform over the long term?

See historical performance and comparison

Dividends

4.3%

Current Dividend Yield

55%

Payout Ratio

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/24 16:21
End of Day Share Price	2024/11/18 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	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* 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