EFG International AG
EFG International AG
Your view on EFGXY
Overview
What the company does, where it operates, and who runs it.
About EFG International AG
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Piergiorgio Pradelli
- Headquarters
- Bleicherweg 8, Zurich, CH
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Piergiorgio Pradelli
- Headquarters
- Bleicherweg 8, Zurich, CH
EFG International AG, together with its subsidiaries, provides private banking, wealth management, and asset management services.
It offers investment solutions, including discretionary mandates, structured products, trading services, and Islamic solutions; wealth and trust services; credit and financing services, such as property and investment finance; and eBanking services, including mobile banking and security services.
The company also provides other banking services consisting of custody, foreign exchange and treasury, and trading services, as well as accounts and cards; and supports independent asset managers to set up private label funds. It operates in Europe, Asia Pacific, the Americas, and the Middle East.
EFG International AG was founded in 1995 and is headquartered in Zurich, Switzerland.
Media
Infographics, videos, and posts covering the company.
Stock Data
Price chart, volume, and trading data.
Fair Value
What FRC thinks it is worth vs. the current price.
FRC's fair value estimate for EFG International AG, and the rating behind it. EFGXY last traded at $25.85, 16.8× trailing earnings — the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.
Financial Ratios
Profitability, returns, valuation, and leverage ratios.
Valuation, profitability, liquidity and leverage ratios for EFG International AG. Starting points for EFG International AG: P/E 16.8, EPS $0.96, beta 0.04 — an Asset Management name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.
Dividend Analysis
Yield, payout ratio, and dividend coverage metrics.
Dividend history, yield and payout sustainability for EFG International AG. EFG International AG does not currently pay a regular dividend, so this section tracks capacity rather than history. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.
Earnings Analysis
EPS history, beat rate, and upcoming earnings reports.
Reported vs. expected earnings history for EFG International AG. Trailing twelve-month EPS for EFG International AG stands at $0.96. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.
Financial Statements
Income statement, balance sheet, and cash flow statements.
Income statement, balance sheet and cash flow history for EFG International AG. EFG International AG has reported as a listed company since 2010. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.
Comparables
List of peer companies in the same industry.
EFG International AG valued side by side against its closest peers. EFG International AG is measured against Asset Management peers within the Financial Services sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.
Institutional Ownership
PremiumWhich funds and firms own the stock.
Which institutions hold EFG International AG, and how their positions are changing. At a $7.75B market value, institutional positions materially move EFG International AG's register. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings. Included with FRC Premium.
Insider Trading
PremiumRecent buying and selling by company executives.
Buying and selling by EFG International AG executives and directors. Shares of EFG International AG have traded between $13.35 and $25.85 over the past 52 weeks — context for the timing of the transactions below. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned. Included with FRC Premium.
Senate Trading
PremiumU.S. Senator disclosures filed under the STOCK Act.
U.S. Senate disclosures naming EFG International AG. EFG International AG is a $7.75B Financial Services company. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely. Included with FRC Premium.
House Trading
PremiumU.S. Representative disclosures filed under the STOCK Act.
U.S. House of Representatives disclosures naming EFG International AG. Representatives' reported transactions in this security, shown next to the company's fundamentals. Included with FRC Premium.
News
Latest headlines and market coverage.
Latest headlines and company announcements for EFG International AG. Coverage tracks EFG International AG within Asset Management (Financial Services). Press releases and market coverage, newest first.