EFG International (EFGXY)
OTHER OTC:EFGXY
Want to see EFGXY full AI Analyst Report?
EFGXY Stock Chart & Stats
$24.82
$0.39(2.68%)
At close: 4:00 PM EST
$24.82
$0.39(2.68%)
Day’s Range― - ―
52-Week Range$18.47 - $25.97
Previous CloseN/A
Volume300.00
Average Volume (3M)0.00
Market Cap
$6.10B
Enterprise Value$3.45B
Total Cash (Recent Filing)$5.09B
Total Debt (Recent Filing)$3.41B
Price to Earnings (P/E)23.0
Beta0.85
Next Earnings
Jul 22, 2026EPS EstimateN/A
Next Dividend Ex-DateN/A
Dividend Yield3.05%
Share Statistics
EPS (TTM)1.03
Shares Outstanding307,776,280
10 Day Avg. Volume0
30 Day Avg. Volume0
Financial Highlights & Ratios
PEG Ratio5.27
Price to Book (P/B)1.38
Price to Sales (P/S)1.33
P/FCF Ratio-2.30
Enterprise Value/Market Cap0.57
Enterprise Value/Revenue1.31
Enterprise Value/Gross Profit1.56
Enterprise Value/Ebitda6.67
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
Bulls Say, Bears Say
Bulls Say
AUM And Net New Assets GrowthSustained, large-scale asset inflows (CHF185bn AUM; CHF11.3bn NNA, highest nominal since the GFC) create a durable recurring fee base. Elevated NNA supports CRO productivity, cross-sell and scale economics, reducing revenue volatility and underpinning multi-year fee growth targets.
Revenue And Operating ProfitabilityRecord operating income and resilient revenue margin (98bps) reflect improving revenue quality and commission expansion. High mandate penetration and rising commission margin point to more fee-based, higher-quality revenue that is less rate-sensitive and supports sustainable mid-term margins.
Capital, Liquidity And Shareholder ReturnsSolid CET1 (~14%) and very strong liquidity (LCR ~270%) plus consistent dividends and buybacks signal robust capital generation and prudent buffers. This strengthens resilience to shocks, funds targeted M&A and supports credible, ongoing shareholder returns without immediate regulatory strain.
Bears Say
Weak And Volatile Cash GenerationSharp negative operating and free cash flow in 2024–2025, despite reported profits, undermines earnings quality and reduces financial flexibility. Persistent cash deficits can force reliance on capital markets, asset disposals or curtailed buybacks/dividends and constrain near-term strategic options.
Legacy Litigation UncertaintyA CHF59m H2 provision and an ongoing UK trial create unresolved legal and reputational risk. Adverse outcomes could require further provisions, increase legal costs, and hit profit and capital metrics, leaving a material overhang on planning until definitive resolution in mid‑2026 or later.
Acquisition Dilution And Rising LeverageRecent M&A added scale but reduced CET1 by ~130bps and created short-term P&L drag. Rising leverage in 2024–25 narrows capital flexibility; integration and realization risk could delay synergies, prolong earnings drag and constrain future balance-sheet actions or regulatory headroom.
EFG International News
EFGXY FAQ
What was EFG International’s price range in the past 12 months?
EFG International lowest stock price was $18.47 and its highest was $25.97 in the past 12 months.
What is EFG International’s market cap?
EFG International’s market cap is $6.10B.
When is EFG International’s upcoming earnings report date?
EFG International’s upcoming earnings report date is Jul 22, 2026 which is in 25 days.
How were EFG International’s earnings last quarter?
EFG International released its earnings results on Feb 18, 2026. The company reported $0.4 earnings per share for the quarter, beating the consensus estimate of N/A by $0.4.
Is EFG International overvalued?
According to Wall Street analysts EFG International’s price is currently Overvalued.
Does EFG International pay dividends?
EFG International pays a Annually dividend of $0.741 which represents an annual dividend yield of 3.05%. See more information on EFG International dividends here
What is EFG International’s EPS estimate?
EFG International’s EPS estimate for its next earnings report is not yet available.
How many shares outstanding does EFG International have?
EFG International has 307,776,280 shares outstanding.
What happened to EFG International’s price movement after its last earnings report?
EFG International reported an EPS of $0.4 in its last earnings report, beating expectations of N/A. Following the earnings report the stock price went down -2.222%.
Which hedge fund is a major shareholder of EFG International?
Currently, no hedge funds are holding shares in EFGXY
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
EFG International Stock Smart Score
Underperform
1
2
3
4
5
6
7
8
9
10
Technicals
SMA
Positive
20 days / 200 days
Momentum
78.43%
12-Months-Change
Fundamentals
Return on Equity
9.10%
Trailing 12-Months
Asset Growth
10.99%
Trailing 12-Months
Company Description
EFG International
EFG International AG, along with its subsidiaries, provides a comprehensive array of financial services, including private banking, wealth management, and asset management. Its offerings encompass a variety of investment solutions, such as personalized discretionary mandates, structured financial products, trading capabilities, and specialized Islamic finance options. The company also delivers dedicated wealth and trust services, as well as credit and financing facilities like property and investment-backed loans. Modern eBanking services, including mobile banking applications and robust security measures, are also part of its portfolio. Additionally, EFG International AG offers general banking provisions like custody services, foreign exchange and treasury management, further trading operations, and fundamental accounts and card services. It also supports independent asset managers in creating private label funds. The group maintains a global presence, operating across Europe, the Asia Pacific region, the Americas, and the Middle East. Founded in 1995, EFG International AG's main headquarters are situated in Zurich, Switzerland.
EFGXY Company Deck
EFGXY Earnings Call
Q4 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presented a strongly positive operating and financial performance for 2025: record AUM, record IFRS net profit and EPS, robust revenue and commission margin expansion, meaningful cost savings and strong capital generation. Management highlighted sustained organic growth complemented by targeted M&A, prudent derisking of legacy life insurance exposures and clear efficiency programs. The principal negatives are legacy litigation (a CHF 59m provision in H2 and an ongoing UK trial with verdict expected summer 2026), muted life insurance contributions and currency/interest‑rate headwinds that introduce some volatility. Overall, the operational momentum, record metrics and clear mitigation actions for legacy items outweigh the remaining risks.View all EFGXY earnings summariesTechnical Analysis
Barclays
―
East West Bancorp
―
ING Groep
―
NatWest Group
―
Bank of NT Butterfield & Son
―