EFG International AG EFGN

Morningstar Rating
CHF 16.00 +0.04 (0.25%)
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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

EFGN is trading at a LOCK|rrDSR premium.
Price
CHF 15.96
Fair Value
LOCK|.PX!htk
Uncertainty
LOCK|<c
1-Star Price
LOCK|.!H#g>F
5-Star Price
LOCK|.!KGL?L
Economic Moat
LOCK|@Gkm
Capital Allocation
—

Trading Information

Previous Close Price
CHF 15.96
Day Range
CHF 15.90–16.04
52-Week Range
CHF 15.04–20.70
Bid/Ask
CHF 15.98 / CHF 16.02
Shares Outstanding
300.89M
Market Cap
CHF 4.81B
Volume/Avg
106,098 / 265,253

Key Statistics

Price/Earnings (Normalized)
14.72
Price/Sales
2.99
Dividend Yield (Trailing)
4.07%
Dividend Yield (Forward)
4.07%
Dividend Payment Schedule
Mar
Total Yield
7.89%

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
EFGN
Price/Earnings (Normalized)
14.72
Price/Book Value
2.40
Price/Sales
2.99
Price/Cash Flow
1.89
Price/Earnings
EFGN

Financial Strength

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

Profitability

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

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1-Day Chart
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