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EFGXY Stock Chart & Stats
$20.15
$0.00(0.00%)
At close: 4:00 PM EDT
$20.15
$0.00(0.00%)
Day’s Range― - ―
52-Week Range$18.65 - $25.97
Previous CloseN/A
Volume10.00
Average Volume (3M)0.00
Market Cap
$5.97B
Enterprise Value$3.03B
Total Cash (Recent Filing)$5.09B
Total Debt (Recent Filing)$3.41B
Price to Earnings (P/E)17.2
Beta0.82
Next Earnings
Feb 17, 2027EPS EstimateN/A
Next Dividend Ex-DateN/A
Dividend Yield3.06%
Share Statistics
EPS (TTM)1.01
Shares Outstanding308,217,960
10 Day Avg. Volume0
30 Day Avg. Volume0
Financial Highlights & Ratios
PEG Ratio2.05
Price to Book (P/B)1.38
Price to Sales (P/S)1.33
P/FCF Ratio-2.30
Enterprise Value/Market Cap0.51
Enterprise Value/Revenue1.15
Enterprise Value/Gross Profit1.37
Enterprise Value/Ebitda6.26
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 Client Acquisition GrowthRecord AUM and 15 consecutive semesters of positive net new assets indicate durable client acquisition and strong franchise momentum. Continued inflows expand the asset base that generates fees, support operating leverage, and reinforce EFG’s position in international private banking.
Recurring Commission Revenue GrowthHigher mandate penetration and commission income strengthen the recurring, service-based portion of revenue. This mix can make earnings less dependent on interest income and market-sensitive factors, while deeper client adoption improves retention and supports sustainable revenue growth.
Strong Capital And LiquidityRobust capital generation, high liquidity coverage, and substantial regulatory buffers provide financial resilience for a wealth-management group. They support continued hiring and investment, improve the capacity to absorb volatility, and preserve flexibility for future organic or acquired growth.
Bears Say
Weak And Volatile Cash GenerationRepeatedly negative operating and free cash flow raises questions about earnings conversion and reduces near-term funding flexibility despite reported profitability. If sustained, this volatility could constrain reinvestment, distributions, or the ability to absorb unexpected business pressures.
Interest-driven Margin PressureLower interest-related revenue is pressuring the overall revenue margin even as commission income improves. Persistent margin compression would limit the conversion of AUM growth into earnings and leave results more dependent on fee growth and successful mix management.
Acquisition Integration Cost DragRecent acquisitions are adding revenue potential but currently dilute efficiency through elevated operating costs. The expected benefit depends on successful technology migration and synergy delivery, so delays could prolong the drag on profitability and make the 2028 efficiency target harder to achieve.
EFG International News
EFGXY FAQ
What was EFG International’s price range in the past 12 months?
EFG International lowest stock price was $18.65 and its highest was $25.97 in the past 12 months.
What is EFG International’s market cap?
EFG International’s market cap is $5.97B.
When is EFG International’s upcoming earnings report date?
EFG International’s upcoming earnings report date is Feb 17, 2027 which is in 117 days.
How were EFG International’s earnings last quarter?
EFG International released its earnings results on Jul 22, 2026. The company reported $0.743 earnings per share for the quarter.
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 3.06%. 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 308,217,960 shares outstanding.
What happened to EFG International’s price movement after its last earnings report?
EFG International reported an EPS of $0.743 in its last earnings report. Following the earnings report the stock price went down -5.744%.
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
Negative
20 days / 200 days
Momentum
0.49%
12-Months-Change
Fundamentals
Return on Equity
12.14%
Trailing 12-Months
Asset Growth
13.08%
Trailing 12-Months
Learn more about TipRanks Smart Score
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
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presents a strongly positive operational and financial performance: record AUM (crossing CHF 200bn), robust NNA above target, best‑ever semester net profit and ROTE comfortably ahead of targets, healthy capital and liquidity, strong commission growth and CRO productivity. Challenges are manageable and largely transitional — notably margin pressure from lower interest income, temporary acquisition‑related cost drag until IT integrations and synergies are realized, regional outflows in UK/Americas, and an unresolved litigation item. Overall, the positive growth, profitability and capital strength materially outweigh the short‑term and execution risks.View all EFGXY earnings summariesTechnical Analysis
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