EFG International AG EFGN
About Quantitative Ratings
Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.
Trading Information
- Previous Close Price
- CHF 11.26
- Day Range
- CHF 11.22–11.48
- 52-Week Range
- CHF 8.17–12.78
- Bid/Ask
- CHF 11.30 / CHF 11.50
- Market Cap
- CHF 3.44 Bil
- Volume/Avg
- 413,371 / 262,784
Key Statistics
- Price/Earnings (Normalized)
- 11.90
- Price/Sales
- 2.49
- Dividend Yield (Trailing)
- 8.76%
- Dividend Yield (Forward)
- 8.76%
- Total Yield
- 10.98%
Company Profile
EFG International AG is a Swiss international private banking and asset management group with operations that span the globe, including Europe, Asia, and the Americas. most of its assets under management are in cash and deposits, equities, bonds, and loans. The company generates most of its income primarily from net banking fees and commission income and secondarily from net interest income. About three-fourths of its loan portfolio is due from customers, while the other-fourth comes from mortgages. The company's loan portfolio is mostly exposed to Latin America and the Caribbean, the United Kingdom, Asia and Oceania, and other parts of Europe.
- Sector
- Financial Services
- Industry
- Banks - Diversified
- Stock Style Box
- Mid Core
- Total Number of Employees
- 3,025
- Website
- https://www.efginternational.com
Comparables
Valuation
|
Metric
|
EFGN
|
TEMN
|
ZUGER
|
|---|---|---|---|
Price/Earnings (Normalized) | 11.90 | 19.59 | 20.32 |
Price/Book Value | 1.85 | 6.16 | 1.65 |
Price/Sales | 2.49 | 4.61 | 7.87 |
Price/Cash Flow | — | 14.51 | 23.08 |
Price/Earnings
EFGN
TEMN
ZUGER
Financial Strength
|
Metric
|
EFGN
|
TEMN
|
ZUGER
|
|---|---|---|---|
Quick Ratio | — | 0.70 | — |
Current Ratio | — | 0.70 | — |
Interest Coverage | — | 8.25 | — |
Quick Ratio
EFGN
TEMN
ZUGER
Profitability
|
Metric
|
EFGN
|
TEMN
|
ZUGER
|
|---|---|---|---|
Return on Assets (Normalized) | 0.80% | 10.25% | 0.78% |
Return on Equity (Normalized) | 18.09% | 29.02% | 10.20% |
Return on Invested Capital (Normalized) | — | 17.03% | — |
Return on Assets
EFGN
TEMN
ZUGER
Banks - Diversified Industry Comparables
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