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Stock Research: EFG International

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EFG International

SWX:EFGN CH0022268228
26
  • Value
    48
  • Growth
    73
  • Safety
    Safety
    77
  • Combined
    61
  • Sentiment
    4
  • 360° View
    360° View
    26
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Company Description

EFG International AG is a Swiss-based company providing private banking and asset management services. The company operates in the banking and investment services segment. It operates in Continental Europe, Switzerland, the Americas, the United Kingdom, and Asia. In the last fiscal year, the company had a market cap of $6,015 million and 3114 employees.

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ANALYSIS: With an Obermatt 360° View of 26 (better than 26% compared with alternatives), overall professional sentiment and financial characteristics for the stock EFG International are below the industry average. The 360° View is based on consolidating four consolidated indicators, with half of the metrics below and half above average for EFG International. The consolidated Growth Rank has a good rank of 73, which means that the company experiences above-average growth momentum when looking at financial metrics such as revenue, profit, and invested capital growth as well as stock returns. This means that growth is higher than for 73% of competitors in the same industry. In addition, the consolidated Safety Rank has a safer rank of 77 which means that the company has a financing structure that is safer than 77% comparable companies when looking at the amount of its debt, its refinancing requirements, and its ability to service debt. But the consolidated Value Rank has a less desirable rank of 48 which means that the share price of EFG International is on the higher side compared with typical size in indicators such as revenues, profits, and invested capital. This means that the stock price is higher than for 52% of alternative stocks in the same industry. The consolidated Sentiment Rank also has a low rank of 4, which means that professional investors are more pessimistic about the stock than for 96% of alternative investment opportunities. ...read more

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Strongest Rank Sentiment
Weakest Rank Stock Returns
Country Switzerland
Industry Asset Management & Custody
Size Small
Website efginternational.com
Index
SPI
EFG International stock price by TradingView. Not sourced by Obermatt.
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The higher the 360° View, the better the stock performed against its peers, considering all metrics. The 360° View represents an average of the other 5 ranks and is then scaled to a rank from 1 to 100. The shaded values are illustrative only.
Last update: 13-Mar-2026.

Make Sense of the Ranks

The higher, the better. For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. These ranks are percentiles: a rank of 75 means the company outperforms 75% of its peers in that specific area. The higher the rank, the better the stock stacks up against its peers.

Value
Identifies how good a value the stock is.
Good Value Expensive
Combined
Consolidated view across Value, Growth, and Safety.
Good Tread Carefully
Growth
Shows a company's growth potential.
High Growth Tough Times
Sentiment
Shows what the market thinks of a stock.
Positive Sentiment Skepticism
Safety
Safety
Assesses how financially secure a company is.
Well-Financed High Leverage
360° View
360° View
Holistic stock analysis: all key non-/financial metrics
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Detailed and Historical Ranks

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Metrics Current 2025 2024 2023
Value
48 37 56 78
Growth
73 54 27 57
Safety
Safety
77 75 67 73
Sentiment
4 61 51 31
360° View
360° View
26 66 50 77
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Metrics Current 2025 2024 2023
Analyst Opinions
21 72 25 45
Opinions Change
50 50 50 50
Pro Holdings
n/a 39 81 27
Market Pulse
26 69 51 38
Sentiment
4 61 51 31
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Metrics Current 2025 2024 2023
Value
48 37 56 78
Growth
73 54 27 57
Safety Safety
77 75 67 73
Combined
61 70 45 82
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Metrics Current 2025 2024 2023
Price vs. Sales (P/S)
47 59 70 78
Price vs. Earnings (P/E)
21 59 40 75
Price vs. Book (P/B)
30 30 51 66
Dividend Yield
79 49 48 42
Value
48 37 56 78
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Metrics Current 2025 2024 2023
Revenue Growth
38 67 13 33
Profit Growth
74 44 48 73
Capital Growth
71 14 13 25
Stock Returns
83 63 82 67
Growth
73 54 27 57
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Metrics Current 2025 2024 2023
Leverage
82 95 96 92
Refinancing
83 63 71 83
Liquidity
10 18 12 15
Safety Safety
77 75 67 73

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Frequently Asked
Questions

The company has high growth and safe financing but is expensive (low Value Rank) and has low market sentiment. This is a warning that the stock may be too expensive. This is for an experienced growth investor willing to risk overpaying, but only after conducting thorough research on future growth potential.

Obermatt provides unbiased stock analysis as a completely independent third party. We have no conflicts of interest with individual stock titles. Our data-driven analysis is based on algorithms honed over twelve years, giving you analysis that is free from personal bias and conflicts of interest.

The 360° View Rank indicates a company's overall performance across all major financial and non-financial metrics tracked by Obermatt. A 360° View Rank of 75 means the company is more well-rounded than 75% of similar companies. A high score indicates that the company is strong across the board; it is attractively priced, growing sustainably, financially stable, and well-regarded by the market. Learn more.

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