Stock Research: EFG International

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EFG International

SWX:EFGN CH0022268228
41
  • Value
    78
  • Growth
    61
  • Safety
    Safety
    29
  • Combined
    65
  • Sentiment
    32
  • 360° View
    360° View
    41
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Company Description

EFG International AG is a Swiss-based company providing private banking and asset management services. The company operates in the banking and investment services segment. It operates in Continental Europe, Switzerland, the Americas, the United Kingdom, and Asia. In the last fiscal year, the company had a market cap of $6,015 million and 3114 employees.

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Analysis

ANALYSIS: With an Obermatt 360° View of 41 (better than 41% compared with alternatives), overall professional sentiment and financial characteristics for the stock EFG International are below the industry average. The 360° View is based on consolidating four consolidated indicators, with half of the metrics below and half above average for EFG International. The consolidated Growth Rank has a good rank of 61, which means that the company experiences above-average growth momentum when looking at financial metrics such as revenue, profit, and invested capital growth as well as stock returns. This means that growth is higher than for 61% of competitors in the same industry. In addition, the consolidated Safety Rank has a safer rank of 78 which means that the company has a financing structure that is safer than 78% comparable companies when looking at the amount of its debt, its refinancing requirements, and its ability to service debt. But the consolidated Value Rank has a less desirable rank of 29 which means that the share price of EFG International is on the higher side compared with typical size in indicators such as revenues, profits, and invested capital. This means that the stock price is higher than for 71% of alternative stocks in the same industry. The consolidated Sentiment Rank also has a low rank of 32, which means that professional investors are more pessimistic about the stock than for 68% of alternative investment opportunities. ...read more

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Index
SPI
The higher the 360° View, the better the stock performed against its peers, considering all metrics. The 360° View represents an average of the other 5 ranks and is then scaled to a rank from 1 to 100. The shaded values are illustrative only.
Last update: 21-Aug-2025.

Make Sense of the Ranks

The higher, the better. For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. These ranks are percentiles: a rank of 75 means the company outperforms 75% of its peers in that specific area. The higher the rank, the better the stock stacks up against its peers.

Value
Identifies how good a value the stock is.
Good Value Expensive
Growth
Shows a company's growth potential.
High Growth Tough Times
Safety
Safety
Assesses how financially secure a company is.
Well-Financed High Leverage
Combined
Consolidated view across Value, Growth, and Safety.
Good Tread Carefully
Sentiment
Shows what the market thinks of a stock.
Positive Sentiment Skepticism
360° View
360° View
Holistic stock analysis: all key non-/financial metrics
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Detailed and Historical Ranks

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Metrics Current 2024 2023 2022
Value
29 37 56 78
Growth
61 54 27 57
Safety
Safety
78 75 67 73
Sentiment
32 61 51 31
360° View
360° View
41 66 50 77
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Metrics Current 2024 2023 2022
Analyst Opinions
18 72 25 45
Opinions Change
50 50 50 50
Pro Holdings
n/a 39 81 27
Market Pulse
62 69 51 38
Sentiment
32 61 51 31
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Metrics Current 2024 2023 2022
Value
29 37 56 78
Growth
61 54 27 57
Safety Safety
78 75 67 73
Combined
65 70 45 82
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Metrics Current 2024 2023 2022
Price vs. Sales (P/S)
34 59 40 75
Price vs. Earnings (P/E)
49 59 70 78
Price vs. Book (P/B)
37 30 51 66
Dividend Yield
46 49 48 42
Value
29 37 56 78
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Metrics Current 2024 2023 2022
Revenue Growth
34 67 13 33
Profit Growth
50 44 48 73
Capital Growth
63 14 13 25
Stock Returns
79 63 82 67
Growth
61 54 27 57
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Metrics Current 2024 2023 2022
Leverage
96 95 96 92
Refinancing
67 63 71 83
Liquidity
15 18 12 15
Safety Safety
78 75 67 73

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