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EFG International AG EFGIF

Morningstar Rating
$11.65 −0.95 (7.54%)
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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

EFGIF is trading at a 7% discount.
Price
$11.63
Fair Value
$12.49
Uncertainty
High
1-Star Price
$18.44
5-Star Price
$7.97
Economic Moat
Thwzygk
Capital Allocation
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Trading Information

Previous Close Price
$12.60
Day Range
$11.6511.65
52-Week Range
$9.2512.60
Bid/Ask
$11.21 / $13.27
Market Cap
$3.55 Bil
Volume/Avg
89,104 / 31,560

Key Statistics

Price/Earnings (Normalized)
10.91
Price/Sales
2.28
Dividend Yield (Trailing)
9.08%
Dividend Yield (Forward)
9.08%
Total Yield
11.38%

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

Comparables

Valuation

Metric
EFGIF
TEMN
ZUGER
Price/Earnings (Normalized)
10.9121.0919.52
Price/Book Value
1.588.481.59
Price/Sales
2.284.957.56
Price/Cash Flow
14.8322.16
Price/Earnings
EFGIF
TEMN
ZUGER

Financial Strength

Metric
EFGIF
TEMN
ZUGER
Quick Ratio
0.41
Current Ratio
0.41
Interest Coverage
9.11
Quick Ratio
EFGIF
TEMN
ZUGER

Profitability

Metric
EFGIF
TEMN
ZUGER
Return on Assets (Normalized)
0.80%17.30%0.78%
Return on Equity (Normalized)
18.09%51.84%10.20%
Return on Invested Capital (Normalized)
28.34%
Return on Assets
EFGIF
TEMN
ZUGER
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Banks - Diversified Industry Comparables

Ticker
Name
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
JPM
JPMorgan Chase & CoBrxslpvycrWcb$525.3 Bil
BAC
Bank of America CorpDwbpdchkwXpbfq$272.8 Bil
WFC
Wells Fargo & CoDlrgfkhvSnq$199.5 Bil
HSBC
HSBC Holdings PLC ADRLfkwswsrBxdw$153.3 Bil
RY
Royal Bank of CanadaKllplwnwJkqz$136.5 Bil
MUFG
Mitsubishi UFJ Financial Group Inc ADRWqhfhyhQkrn$115.0 Bil
C
Citigroup IncVdmchfpzXtx$108.8 Bil
TD
The Toronto-Dominion BankYnchqgnqdtMmfh$104.5 Bil
UBS
UBS Group AGXvkhrqddcCpcvnk$92.2 Bil
SAN
Banco Santander SA ADRMfswYrddf$72.6 Bil

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