A+ Stock Grade Summary:
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COMPANY SUMMARY
EFG International AG, together with its subsidiaries, provides private banking, wealth management, and asset management services. The company offers investment solutions, including advisory solutions, discretionary solutions, alternative and private market investments, and advanced investment solutions; wealth services, such as wealth solutions, wealth planning, and trusts and fund services; and credit solutions, such as real asset financing and lending against existing financial assets. It also provides other banking services consisting of accounts and cards, precious metals, custody services, foreign exchange and treasury, and trading services; and supports independent asset managers to set up private label funds. In addition, the company provides asset management services, including investment process and responsible investment. Further, it acts as independent asset manager, as well as offering online and mobile platforms for access to finance and e-banking services. It operates in Australia, Bahamas, the Cayman Islands, Channel Islands, Dubai, Hong Kong, Liechtenstein, Luxembourg, Monaco, Singapore, Switzerland, the United Kingdom, and the United States. EFG International AG was founded in 1995 and is headquartered in Zurich, Switzerland.
Financial Summary
| Share Statistics | EFGXY | Industry Median |
Percentile (All Stocks) |
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| Market Cap (Mil) | $6,271.8 | $3,012.5 | 70% |
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| Shares Out (Mil) | 381.5 | 79.0 | 85% |
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| Institutional Ownership | 38.9% | 77.5% | 16% |
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| Float (Mil) | 99.8 | 74.0 | 61% |
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| Beta | 0.13 | 0.94 | 10% |
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| Avg Daily Volume (000s) | 0 | 425 | 0% |
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| Price Change (52-week) |
na | 75.5% | na |
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| Growth | EFGXY | Industry Median |
Percentile (All Stocks) |
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| Sales (5yr) | 10.5% | 8.4% | 60% |
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| Net Income (5yr) | 25.8% | 8.9% | 81% |
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| EPS (5yr) | 24.2% | 9.3% | 74 |
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| Dividends (5yr) | 19.3% | 1.1% | 76% |
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| Cash Flow (5yr) | (33.4%) | 0.5% | 16% |
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| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
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| # of Estimates | na | na | na | |
| Current EPS | na | na | na | |
| Month Ago EPS | na | na | na | |
| # Rev Up | na | na | na | |
| # Rev Down | na | na | na | |
| Three Months Ago EPS | na | na | na | |
| Year/Year Chg | na | na | na | |
| Financials | EFGXY | Industry Median |
Percentile (All Stocks) |
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| Sales (TTM) (Mil) | $2,123 | $873 | 61% |
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| Net Income (TTM) (Mil) | $357 | $102 | 74% |
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| EPS (TTM) | $1.115 | $0.900 | 62% |
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| Operating Cash Flow (TTM) (Mil) | $1,446 | $72 | 85% |
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| Net Cash Flow (TTM) (Mil) | $3,634 | $15 | 99% |
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| Long-Term Debt (Q1) (Mil) | $1,941 | $163 | 74% |
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| Enterprise Value (Q1) (Mil) | na | $1,406 | na |
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| Valuation | EFGXY | Industry Median |
Percentile (All Stocks) |
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| P/B | na | 2.71 | na |
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| P/E | na | 19.7 | na |
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| Dividend Yield | na | 0.9% | na |
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| PEG (5yr hist) | na | 1.4 | na |
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| Ratios | EFGXY | Industry Median |
Percentile (All Stocks) |
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| Gross Margin | na | 74.7% | na |
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| Net Margin | 16.8% | 15.8% | 75% |
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| ROA | 0.7% | 1.8% | 43% |
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| ROE | 12.2% | 13.0% | 63% |
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| Liabilities to Assets | 94.5% | 59.0% | 92% |
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| F-Score | na | 5 | na |
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EFG International AG did not pass any screens on 8/21/2026.
