EFG International AG ADR EFGXY

Morningstar Rating
$20.01 +1.36 (7.29%)
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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.

Price vs Fair Value

EFGXY is trading at a LOCK|<?B%#K premium.
Price
$20.01
Fair Value
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Uncertainty
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1-Star Price
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5-Star Price
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Economic Moat
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Capital Allocation
—

Trading Information

Previous Close Price
$18.65
Day Range
$20.01–20.01
52-Week Range
$13.56–25.85
Bid/Ask
$19.28 / $20.25
Shares Outstanding
300.89M
Market Cap
$6.00B
Volume/Avg
102 / 414

Key Statistics

Price/Earnings (Normalized)
13.54
Price/Sales
2.75
Dividend Yield (Trailing)
4.05%
Dividend Yield (Forward)
4.05%
Dividend Payment Schedule
Apr
Total Yield
7.87%

Company Profile

EFG International AG is a private banking group offering private banking and asset management services, with operations spanning Europe, Asia Pacific, the Americas, and the Middle East. The company's business segments are split into: i) Private Banking and Wealth Management, which includes Switzerland & Italy, Continental Europe & Middle East, Asia Pacific, United Kingdom, and Americas, ii) Investment & Wealth Solutions, and iii) Global Markets & Treasury. The majority of its revenue is derived from the Switzerland & Italy division of the Private Banking and Wealth Management segment.
Sector
Financial Services
Industry
Banks - Diversified
Stock Style Box
Mid Core
Total Number of Employees
3,299

Valuation

Metric
EFGXY
Price/Earnings (Normalized)
13.54
Price/Book Value
2.25
Price/Sales
2.75
Price/Cash Flow
1.74
Price/Earnings
EFGXY

Financial Strength

Metric
EFGXY
Quick Ratio
—
Current Ratio
—
Interest Coverage
—
Quick Ratio
No chart available

Profitability

Metric
EFGXY
Return on Assets (Normalized)
0.88%
Return on Equity (Normalized)
17.50%
Return on Invested Capital (Normalized)
—
Return on Assets
EFGXY

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