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EFG International AG (EFGN.SW)

CHF18.22 +0.14 (+0.77%)
CH SIX Financial Services Asset Management
Address Bleicherweg 8 8022
Zurich, CH
CEO Piergiorgio Pradelli
Website efginternational.com
IPO 2005-10-07
ISIN CH0022268228

Explore sections of this company profile

Also trades on London Stock Exchange · 0QJX.L (CHF) Other OTC · EFGIF (USD) Other OTC · EFGXY (USD) Swiss Exchange · EFGN.SW (CHF)
Description

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.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
CHF18.22 +0.14 (+0.77%)
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Volume Profile
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Liquidity & share structure
Average Volume
353.3K
Beta
0.13
Float Shares
97.43M
Free Float %
32.5%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.87% -1.69% -2.98% -13.67% -11.51% -17.93% +11.34% +83.97% +128.61% +186.47% -58.65%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
18.22
DCF (Unlevered) 35.16 +92.9%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 0% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 0 0
Hold 4 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
0.38
Distress
Piotroski F-Score
4 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
3 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • ✓
    Revenue growth Asset Management: +17.4%
    +73.1% ★ Q4'25: +47.2% (vs Q4'23)
  • ✓
    EPS growth Asset Management: +22.7%
    +11.6% Q4'25: -27.1% (vs Q4'23)
  • ✗
    FCF margin FCF growth · Asset Management: +27.7%
    -79.6% Q4'25: -4.4% (vs Q4'23)
  • ✗
    EBIT margin Asset Management: +50.6%
    +15.2% Q4'25: +6.7% (vs Q4'23)
  • ✓
    ROIC Asset Management: +6.5%
    — Q4'25: -21.8% (vs Q4'23)
  • ✓
    Share dilution Asset Management: +0.0%
    -3.2% ★ Q4'25: -3.0% (vs Q4'23)
  • ✓
    Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×
    1.88× ★ Q4'25: 1.49× (vs Q4'23)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
▶ WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.10) × ERP
WACC = 87% × Ke + 13% × Kd (113.4%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
—
Intrinsic value (base): 35.16 Current price: 18.22
Enterprise Value: — Equity Value: — Terminal Value: — TV as % of EV: —

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2005
actual 		Dec 2006
actual 		Dec 2007
actual 		Dec 2008
actual 		Dec 2009
actual 		Dec 2010
actual 		Dec 2011
actual 		Dec 2012
actual 		Dec 2013
actual 		Dec 2014
actual 		Dec 2015
actual 		Dec 2016
actual 		Dec 2017
actual 		Dec 2018
actual 		Dec 2019
actual 		Dec 2020
actual 		Dec 2021
actual 		Dec 2022
actual 		Dec 2023
actual 		Dec 2024
actual 		Dec 2025
actual 		Dec 2026
4 Rev. Ana.
2 EPS Ana. 		Dec 2027
4 Rev. Ana.
3 EPS Ana. 		Dec 2028
3 Rev. Ana.
2 EPS Ana.
Revenue
338.41M
est: 339.80M (-0.4%)
634.44M
est: 652.60M (-2.8%)
914.90M
est: 921.77M (-0.7%)
946.30M
est: 1.08B (-12.3%)
859.10M
est: 874.40M (-1.7%)
321.10M
est: 620.56M (-48.3%)
753.20M
est: 803.14M (-6.2%)
807.40M
est: 806.83M (+0.1%)
665.10M
est: 721.39M (-7.8%)
719.40M
est: 713.07M (+0.9%)
696.80M
est: 692.07M (+0.7%)
718.20M
est: 753.53M (-4.7%)
1.12B
est: 1.21B (-6.9%)
1.13B
est: 1.14B (-0.9%)
1.62B
est: 1.15B (+41.0%)
1.47B
est: 1.14B (+28.4%)
1.63B
est: 1.23B (+32.6%)
1.76B
est: 1.25B (+40.5%)
1.43B
est: 1.44B (-0.9%)
1.50B
est: 1.49B (+0.3%)
2.59B
est: 1.64B (+58.3%)
1.73B
1.70B – 1.74B
+5.4% YoY
1.85B
1.80B – 1.89B
+7.3% YoY
1.99B
1.99B – 2.00B
+7.6% YoY
EBITDA
152.91M
est: 61.24M (+149.7%)
—
est: 444.79M (-100.0%)
413.70M
est: 875.29M (-52.7%)
—
est: 1.05B (-100.0%)
197.50M
est: 666.63M (-70.4%)
-681.50M
est: 182.25M (-473.9%)
—
est: -763.98M (+100.0%)
—
est: -84.09M (+100.0%)
-99.90M
est: 310.20M (-132.2%)
-127.90M
est: 320.26M (-139.9%)
-88.60M
est: 286.12M (-131.0%)
240.70M
est: 303.39M (-20.7%)
—
est: 741.28M (-100.0%)
—
est: 140.29M (-100.0%)
—
est: 362.48M (-100.0%)
280.30M
est: 468.68M (-40.2%)
327.70M
est: 491.64M (-33.3%)
389.20M
est: 524.83M (-25.8%)
411.80M
est: 249.05M (+65.3%)
—
est: 257.47M (-100.0%)
394.70M
est: 282.53M (+39.7%)
297.80M
293.67M – 300.42M
+5.4% YoY
319.45M
309.54M – 326.04M
+7.3% YoY
343.87M
343.03M – 344.71M
+7.6% YoY
EBIT
145.42M
est: 43.26M (+236.1%)
-22.00M
est: 265.22M (-108.3%)
380.20M
est: 367.52M (+3.5%)
-71.10M
est: 434.04M (-116.4%)
109.60M
est: 179.42M (-38.9%)
-732.20M
est: 77.78M (-1,041.3%)
-40.90M
est: -1.03B (+96.0%)
-17.70M
est: -288.93M (+93.9%)
-15.60M
est: 129.63M (-112.0%)
-14.80M
est: 83.23M (-117.8%)
-14.10M
est: 79.17M (-117.8%)
224.80M
est: 77.67M (+189.4%)
-39.80M
est: 360.38M (-111.0%)
-42.40M
est: -69.27M (+38.8%)
-79.70M
est: 79.78M (-199.9%)
203.30M
est: 122.61M (+65.8%)
245.40M
est: 128.62M (+90.8%)
306.50M
est: 137.30M (+123.2%)
333.20M
est: 187.82M (+77.4%)
-89.30M
est: 194.17M (-146.0%)
394.70M
est: 213.07M (+85.2%)
224.58M
221.47M – 226.56M
+5.4% YoY
240.91M
233.43M – 245.87M
+7.3% YoY
259.32M
258.69M – 259.96M
+7.6% YoY
Net Income
120.89M
est: 201.53M (-40.0%)
229.98M
est: 232.19M (-1.0%)
332.00M
est: 324.86M (+2.2%)
221.90M
est: 388.62M (-42.9%)
101.10M
est: 179.83M (-43.8%)
-721.80M
est: 71.75M (-1,106.0%)
-294.10M
est: -934.17M (+68.5%)
111.00M
est: -293.72M (+137.8%)
74.50M
est: 100.06M (-25.5%)
61.40M
est: 110.51M (-44.4%)
57.10M
est: 60.54M (-5.7%)
225.20M
est: 61.17M (+268.1%)
-61.80M
est: 361.18M (-117.1%)
70.30M
est: -58.26M (+220.7%)
94.20M
est: 69.93M (+34.7%)
115.30M
est: 93.60M (+23.2%)
205.80M
est: 98.18M (+109.6%)
202.40M
est: 229.20M (-11.7%)
303.20M
est: 300.30M (+1.0%)
321.60M
est: 290.51M (+10.7%)
325.20M
est: 307.80M (+5.7%)
358.08M
332.71M – 383.44M
+16.3% YoY
414.04M
389.00M – 439.08M
+15.6% YoY
471.62M
450.37M – 492.86M
+13.9% YoY
SGA
39.34M
est: 35.50M (+10.8%)
59.96M
est: 437.69M (-86.3%)
95.30M
est: 631.22M (-84.9%)
123.70M
est: 794.68M (-84.4%)
115.80M
est: 668.34M (-82.7%)
125.00M
est: 600.90M (-79.2%)
—
est: 83.91M (-100.0%)
104.70M
est: 84.30M (+24.2%)
85.00M
est: 75.37M (+12.8%)
92.40M
est: 660.59M (-86.0%)
101.90M
est: 72.31M (+40.9%)
147.10M
est: 78.73M (+86.8%)
316.10M
est: 125.99M (+150.9%)
219.20M
est: 119.30M (+83.7%)
174.10M
est: 120.36M (+44.7%)
159.30M
est: 119.34M (+33.5%)
148.50M
est: 128.80M (+15.3%)
159.30M
est: 130.59M (+22.0%)
165.30M
est: 119.54M (+38.3%)
174.90M
est: 123.58M (+41.5%)
—
est: 135.61M (-100.0%)
142.94M
140.96M – 144.20M
+5.4% YoY
153.33M
148.58M – 156.50M
+7.3% YoY
165.05M
164.65M – 165.46M
+7.6% YoY
EPS
0.72
est: 0.64 (+13.2%)
1.39
est: 1.46 (-4.7%)
2.06
est: 2.19 (-5.9%)
1.33
est: 2.23 (-40.4%)
0.57
est: 0.85 (-33.0%)
-5.52
est: 1.30 (-524.5%)
-2.19
est: 0.96 (-328.5%)
0.73
est: 0.78 (-6.2%)
0.50
est: 0.87 (-42.3%)
0.41
est: 0.74 (-44.4%)
0.37
est: 0.47 (-21.7%)
1.13
est: 0.28 (+301.4%)
-0.21
est: 0.39 (-154.3%)
0.24
est: 0.49 (-50.7%)
0.32
est: 0.38 (-14.7%)
0.39
est: 0.33 (+17.3%)
0.62
est: 0.56 (+10.8%)
0.60
est: 0.65 (-8.2%)
0.94
est: 1.00 (-5.7%)
1.00
est: 0.95 (+5.0%)
1.06
est: 1.11 (-4.4%)
1.17
1.08 – 1.25
+5.3% YoY
1.36
1.27 – 1.43
+16.2% YoY
1.54
1.47 – 1.61
+13.3% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-29 C+ 2/5 1/5 3/5 3/5 3/5 1/5 1/5
2026-05-28 C+ 2/5 1/5 3/5 3/5 3/5 1/5 1/5
2026-05-27 C+ 2/5 1/5 3/5 3/5 3/5 1/5 1/5
2026-05-26 C+ 2/5 1/5 3/5 3/5 3/5 1/5 1/5
2026-05-22 C+ 2/5 1/5 3/5 3/5 3/5 1/5 1/5
2026-05-21 C+ 2/5 1/5 3/5 3/5 3/5 1/5 1/5
2026-05-20 C+ 2/5 1/5 3/5 3/5 3/5 1/5 1/5
2026-05-19 C+ 2/5 1/5 3/5 3/5 3/5 1/5 1/5
2026-05-18 C+ 2/5 1/5 3/5 3/5 3/5 1/5 1/5
2026-05-15 C+ 2/5 1/5 3/5 3/5 3/5 1/5 1/5
2026-05-13 C+ 2/5 1/5 3/5 3/5 3/5 1/5 1/5
2026-05-12 C+ 2/5 1/5 3/5 3/5 3/5 1/5 1/5
2026-05-11 C+ 2/5 1/5 3/5 3/5 3/5 1/5 1/5
2026-05-08 C+ 2/5 1/5 3/5 3/5 3/5 1/5 1/5
2026-05-07 C+ 2/5 1/5 3/5 3/5 3/5 1/5 1/5
2026-05-06 C+ 2/5 1/5 3/5 3/5 3/5 1/5 1/5
2026-05-05 C+ 2/5 1/5 3/5 3/5 3/5 1/5 1/5
2026-05-04 C+ 2/5 1/5 3/5 3/5 3/5 1/5 1/5
2026-04-30 C 2/5 1/5 3/5 3/5 2/5 1/5 1/5
2026-04-29 C 2/5 1/5 3/5 3/5 2/5 1/5 1/5
2026-04-28 C 2/5 1/5 3/5 3/5 2/5 1/5 1/5
2026-04-27 C 2/5 1/5 3/5 3/5 2/5 1/5 1/5
2026-04-24 C 2/5 1/5 3/5 3/5 2/5 1/5 1/5
2026-04-23 C+ 2/5 1/5 3/5 4/5 2/5 1/5 1/5
2026-04-22 C+ 2/5 1/5 3/5 4/5 2/5 1/5 1/5
2026-04-21 B- 2/5 1/5 3/5 4/5 2/5 2/5 2/5
2026-04-20 B- 2/5 1/5 3/5 4/5 2/5 2/5 2/5
2026-04-17 B- 2/5 1/5 3/5 4/5 2/5 2/5 2/5
2026-04-16 B- 2/5 1/5 3/5 4/5 2/5 2/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-1.62B
OE per share TTM
-5.20
Owner's Yield
-33.30%
Maintenance CapEx ratio
133.99%
Maint CapEx / Avg PPE
18.9%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
—
Total invested
—
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock Held by 93 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 First Trust Switzerland AlphaDEX Fund FSZ 2.79% 1.03M 0.80%
2 Franklin European Quality Dividend UCITS ETF FLXD.L 0.59% 3.77M 0.25%
3 iShares Swiss Dividend ETF (CH) CHDVD.SW 0.42% 41.57M 0.15%
4 First Trust RiverFront Dynamic Developed International ETF RFDI 0.39% 615.7K 0.83%
5 iShares Ageing Population UCITS ETF AGED.L 0.22% 1.98M 0.40%
6 Avantis International Small Cap Value ETF AVDV 0.18% 34.66M 0.36%
7 Dimensional - International Small Cap Value ETF DISV 0.16% 7.78M 0.42%
8 Amundi MSCI Europe Small Cap ESG Broad Transition UCITS ETF Acc CEM.PA 0.13% 452.6K 0.23%
9 Amundi MSCI Europe Small Cap ESG Broad Transition UCITS ETF Dist X026.DE 0.13% 452.6K 0.23%
10 iShares MSCI Europe Small-Cap ETF IEUS 0.13% 229.9K 0.41%

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
126.8K
Shares Outstanding
299.79M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Piergiorgio Pradelli Chief Executive Officer & Co-Chairman of Sustainability Advisory Board 5M male
Daniela Haesler Head of Communication — —
Demis Stucki Global Chief Operating Officer — male
Dimitris Politis Chief Financial Officer & Deputy Chief Executive Officer — male
Ioanna Archimandriti Global Head of Human Resources — female
Jens Brueckner Head of Investor Relations — male
Mozamil Afzal Group Chief Investment Officer — male
Robin Heng Vice Chair — male
Alain Zimmermann Global Chief Marketing & Branding Officer — male
Vassiliki Dimitrakopoulou Global Head of Legal & Compliance — female
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits

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