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EFGN Stock Chart & Stats
CHF15.98
CHF0.02(0.13%)
At close: 4:00 PM EDT
CHF15.98
CHF0.02(0.13%)
Day’s Range― - ―
52-Week RangeCHF15.62 - CHF20.70
Previous CloseN/A
Volume242.96K
Average Volume (3M)251.69K
Market Cap
CHF4.84B
Enterprise ValueCHF2.45K
Total Cash (Recent Filing)CHF5.04B
Total Debt (Recent Filing)CHF3.41B
Price to Earnings (P/E)17.2
Beta0.86
Next Earnings
Feb 17, 2027EPS Estimate
0.6Next Dividend Ex-DateN/A
Dividend Yield4.07%
Share Statistics
EPS (TTM)0.71
Shares Outstanding307,957,000
10 Day Avg. Volume244,196
30 Day Avg. Volume251,691
Financial Highlights & Ratios
PEG Ratio6.17
Price to Book (P/B)2.45
Price to Sales (P/S)2.25
P/FCF Ratio-4.08
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)1.17
Revenue Forecast (FY)CHF1.76B
Bulls Say, Bears Say
Bulls Say
Scale: AUM Milestone Via Quilvest AcquisitionCrossing CHF 200bn AUM is a durable scale advantage: larger asset base increases recurring fee potential, diversifies revenue by geography and client, raises negotiating leverage on product costs, and supports higher AuM-per-CRO productivity. Scale also smooths earnings volatility from single-market shocks and underpins long-term fee growth and product deployment strategies.
Sustained Net New Asset (NNA) MomentumConsistent positive NNA over many semesters indicates structural commercial strength and client retention. Reliable organic inflows reduce reliance on market returns for growth, build a predictable fee base, support margin stability through higher mandate penetration, and provide a durable runway for management's multi-year profit and ROE targets.
High Profitability With Strong Capital And LiquidityRobust RoTE and sizable capital/liquidity buffers create structural optionality: they absorb integration and market shocks, permit progressive dividends and targeted buybacks, and allow selective M&A without immediate capital strain. Strong liquidity and CET1 reduce regulatory risk and support multi-year strategic investments and client-facing growth initiatives.
Bears Say
Persistent Negative Operating & Free Cash FlowChronic negative operating and free cash flow is a durable quality-of-earnings concern: reported profits are not reliably converting to cash, constraining internal funding for IT migration, integration or hiring, increasing dependence on external financing or asset sales, and raising the risk that capital return policies or acquisitions become harder to sustain over multi-year horizons.
Acquisition-related Cost Drag And Integration TimingAcquisitions that carry higher cost-to-income ratios impose a structural earnings drag until IT and operating synergies are realized. Delayed tech migration into H1 2027 extends the period of elevated costs, complicating achievement of the 68% cost-to-income target and risking lower returns from M&A if integration execution or cultural fit underdelivers.
Revenue Margin Compression And Loss Of Life-insurance TailwindA structural decline in revenue margin—driven by weaker interest-related income and the phasing out of life-insurance revenue—reduces the revenue per unit of AUM. Over multiple quarters this compresses operating leverage, lowers sustainable fee-equivalent income, and forces either higher volumes or further cost reductions to meet prior profit-growth targets.
EFG International AG News
EFGN FAQ
What was EFG International AG’s price range in the past 12 months?
EFG International AG lowest stock price was CHF15.62 and its highest was CHF20.70 in the past 12 months.
What is EFG International AG’s market cap?
EFG International AG’s market cap is CHF4.84B.
When is EFG International AG’s upcoming earnings report date?
EFG International AG’s upcoming earnings report date is Feb 17, 2027 which is in 203 days.
How were EFG International AG’s earnings last quarter?
EFG International AG released its earnings results on Jul 22, 2026. The company reported CHF0.57 earnings per share for the quarter, missing the consensus estimate of CHF0.6 by -CHF0.03.
Is EFG International AG overvalued?
According to Wall Street analysts EFG International AG’s price is currently Overvalued.
Does EFG International AG pay dividends?
EFG International AG pays a Annually dividend of CHF0.65 which represents an annual dividend yield of 4.07%. See more information on EFG International AG dividends here
What is EFG International AG’s EPS estimate?
EFG International AG’s EPS estimate is 0.6.
How many shares outstanding does EFG International AG have?
EFG International AG has 307,957,000 shares outstanding.
What happened to EFG International AG’s price movement after its last earnings report?
EFG International AG reported an EPS of CHF0.57 in its last earnings report, missing expectations of CHF0.6. Following the earnings report the stock price went down -5.642%.
Which hedge fund is a major shareholder of EFG International AG?
Currently, no hedge funds are holding shares in CH:EFGN
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Company Description
EFG International AG
Established in 1995 and headquartered in Zurich, Switzerland, EFG International AG is a global financial services firm specializing in private banking, wealth management, and asset management. The company offers a broad array of services, including personalized investment solutions such as discretionary mandates, structured products, trading services, and Sharia-compliant financial products. Beyond investments, EFG provides comprehensive wealth and trust management, various credit and financing options like property and investment finance, and digital banking services featuring mobile access and robust security. Clients also benefit from essential banking facilities, including custody services, foreign exchange, treasury operations, and standard accounts and cards. Furthermore, EFG supports independent asset managers in creating their own private label funds. The company maintains a significant international presence, serving clients across Europe, the Asia Pacific region, the Americas, and the Middle East.
EFGN Company Deck
EFGN Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call emphasized strong, broad‑based commercial momentum (record AUM, sustained net new asset growth, highest semester profit, RoTE ahead of targets), resilient commission and operating income growth, and notable capital and liquidity strength. Key near‑term challenges relate to margin compression driven by lower interest income and waning life insurance contribution, acquisition‑related cost drag and integration timing, and remaining work to hit the cost‑income target. On balance the company presented tangible progress against its 2028 targets with clear mitigation plans for the main headwinds.View all CH:EFGN earnings summariesTechnical Analysis
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