EFG International AG

OTCPK:EFGI.F Stock Report

Market Cap: US$6.9b

EFG International Past Earnings Performance

Past criteria checks 1/6

EFG International has been growing earnings at an average annual rate of 18.3%, while the Capital Markets industry saw earnings growing at 3.3% annually. Revenues have been growing at an average rate of 7.1% per year. EFG International's return on equity is 13.6%, and it has net margins of 18.6%.

Key information

18.35%

Earnings growth rate

18.22%

EPS growth rate

Capital Markets Industry Growth10.26%
Revenue growth rate7.07%
Return on equity13.62%
Net Margin18.56%
Next Earnings Update22 Jul 2026

Recent past performance updates

Recent updates

Revenue & Expenses Breakdown

How EFG International makes and spends money. Based on latest reported earnings, on an LTM basis.


Earnings and Revenue History

OTCPK:EFGI.F Revenue, expenses and earnings (CHF Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
31 Dec 251,6583081000
30 Sep 251,603335950
30 Jun 251,547361910
31 Mar 251,522331920
31 Dec 241,497302940
30 Sep 241,471301910
30 Jun 241,445300880
31 Mar 241,434293770
31 Dec 231,424285650
30 Sep 231,405257570
30 Jun 231,385229500
31 Mar 231,326206460
31 Dec 221,267182420
30 Sep 221,249181410
30 Jun 221,231179390
31 Mar 221,245183380
31 Dec 211,258187360
30 Sep 211,226182270
30 Jun 211,195178180
31 Mar 211,160147220
31 Dec 201,124115270
30 Sep 201,145106360
30 Jun 201,16697460
31 Mar 201,16396450
31 Dec 191,16094440
30 Sep 191,14375580
30 Jun 191,12655710
31 Mar 191,12963820
31 Dec 181,13270930
30 Sep 181,089-43630
30 Jun 181,047-796320
31 Mar 181,084-708750
31 Dec 171,122-621,1180
30 Sep 171,0681027170
30 Jun 171,0132673150
31 Mar 178662461910
31 Dec 16718225670
30 Sep 16702128600
30 Jun 1668531540
31 Mar 1669144540
31 Dec 1569757540
30 Sep 1571386600
30 Jun 15730115670

Quality Earnings: EFGI.F has a large one-off loss of CHF105.4M impacting its last 12 months of financial results to 31st December, 2025.

Growing Profit Margin: EFGI.F's current net profit margins (18.6%) are lower than last year (20.2%).


Free Cash Flow vs Earnings Analysis


Past Earnings Growth Analysis

Earnings Trend: EFGI.F's earnings have grown by 18.3% per year over the past 5 years.

Accelerating Growth: EFGI.F's earnings growth over the past year (2%) is below its 5-year average (18.3% per year).

Earnings vs Industry: EFGI.F earnings growth over the past year (2%) did not outperform the Capital Markets industry 19.1%.


Return on Equity

High ROE: EFGI.F's Return on Equity (13.6%) is considered low.


Return on Assets


Return on Capital Employed


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/04/16 21:53
End of Day Share Price 2026/04/09 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

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. 4 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