OTC · Asset Management

EFG International AG (EFGXY) Stock

$20.80 +0.00% OTC: EFGXY Financial Services

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.

Valuation

MetricValue
Price$20.80
Market Cap$6.25B
P/E Ratio17.29
P/B Ratio2.04
P/S Ratio1.53
EPS (TTM)$1.20
52-Week High$25.85
52-Week Low$13.56
Dividend Yield3.56%

Financials & Margins

MetricValue
ROE12.14%
ROA0.67%
ROCE0.82%
Gross Margin74.04%
Operating Margin11.24%
Net Margin9.13%
Debt/Equity1.91
Current Ratio2.09

Annual Financials (USD)

Metric20212022202320242025
Revenue$1.3B$1.6B$1.4B$1.5B$2.5B
Operating Profit$1.2B$1.2B$1.4B$386.0M$377.0M
Net Profit$206.0M$202.0M$303.0M$322.0M$325.0M
EPS$0.59$0.57$0.91$0.97$1.02
Op Margin97.2%78.7%95.0%25.8%15.2%

Balance Sheet (USD)

Metric20212022202320242025
Total Assets$42.1B$43.5B$38.6B$40.6B$39.4B
Total Liabilities$39.9B$41.5B$36.4B$38.2B$37.0B
Cash$12.1B$11.2B$6.7B$8.0B$5.1B
Borrowings$475.0M$244.0M$239.0M$440.0M$3.4B

Latest News

EFG International AUM reaches SFr196.3bn in H1 2026 Private Banker International · Jul 23, 2026 EFG International AG (EFGIF) (H1 2026) Earnings Call Highlights: Record AUM and Strong Profit ... GuruFocus.com · Jul 22, 2026 Vontobel co-CEO to lead Swiss wealth banks association Private Banker International · Jun 23, 2026 Top European Dividend Stocks To Consider In June 2026 Simply Wall St. · Jun 15, 2026 European Dividend Stocks: Bokusgruppen And Two More Top Picks Simply Wall St. · May 28, 2026

Cash Flow (USD)

Metric20212022202320242025
Operating Cash Flow$-590.0M$3.1B$480.0M$-397.0M$-1.4B
Investing Cash Flow$-668.0M$-2.0B$-1.2B$436.0M$704.0M
Financing Cash Flow$2.3B$-77.0M$-3.2B$-163.0M$-241.0M
Net Cash Flow$701.0M$432.0M$-4.2B$334.0M$-811.0M
Free Cash Flow$-598.0M$3.1B$480.0M$-445.0M$-1.4B

Valuation & Return Ratios

MetricValue
PEG Ratio2.12
EV / EBITDA5.57
FCF Yield25.57%
Quick Ratio2.09
Interest Coverage0.44
Return 1Y63.34%
Return 3Y125.46%
Return 5Y303.36%

Peer Comparison

TickerPriceChangeP/EMarket CapDiv Yield
AMGAffiliated Managers Group, Inc. $375.43 -0.94% 12.21 $9.92B 0.01%
ITCFYInvestec Group $15.53 +0.00% 8.26 $6.60B 7.28%
LAZLazard, Inc. $35.03 -4.08% 16.05 $3.41B 5.45%
MQBKYMacquarie Group Limited $186.70 -0.47% 20.66 $71.16B 3.10%
NOAHNoah Holdings Limited $8.84 -0.39% 1.55 $589.72M 15.61%

About EFG International AG

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.

EFG International AG is headquartered in CH.

EFG International AG (EFGXY) stock trades at $20.80 with a market capitalization of $6.25B. The stock is valued at a price-to-earnings (P/E) ratio of 17.29, price-to-book of 2.04, price-to-sales of 1.53. Over the past 52 weeks the stock has ranged between $13.56 and $25.85, and currently trades 19.5% below its 52-week high. It pays a dividend yielding 3.56%.

On profitability, EFG International AG generates a return on equity (ROE) of 12.14%, return on capital employed of 0.82%, an operating margin of 11.24%, a net profit margin of 9.13%.

Official website: www.efginternational.com

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