OTC · Asset Management

EFG International AG (EFGIF) Stock

$21.00 +0.00% OTC: EFGIF Financial Services

EFG International AG, together with its various entities, delivers a comprehensive array of private banking, wealth management, and asset management solutions. The firm presents a diverse range of investment opportunities, encompassing tailored discretionary mandates, bespoke structured products, market trading services, and Sharia-compliant financial solutions.

Valuation

MetricValue
Price$21.00
Market Cap$6.31B
P/E Ratio24.03
P/B Ratio2.14
P/S Ratio2.28
EPS (TTM)$0.87
52-Week High$25.13
52-Week Low$13.25
Dividend Yield3.90%

Financials & Margins

MetricValue
ROE9.10%
ROA0.54%
ROCE7.29%
Gross Margin81.02%
Operating Margin22.13%
Net Margin9.54%
Debt/Equity1.43
Current Ratio0.15

Annual Financials (USD)

Metric20212022202320242025
Revenue$1.3B$1.3B$1.4B$1.5B$2.6B
Operating Profit$1.2B$1.2B$1.4B$386.0M$395.0M
Net Profit$206.0M$202.0M$303.0M$322.0M$325.0M
EPS$0.59$0.57$0.91$0.95$1.06
Op Margin97.2%96.7%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$2.9B$3.6B$6.7B$8.0B$5.0B
Borrowings$962.0M$36.0M$239.0M$440.0M$3.4B

Latest News

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 3 European Dividend Stocks Yielding Up To 6.4% Simply Wall St. · May 28, 2026

Cash Flow (USD)

Metric20212022202320242025
Operating Cash Flow$176.0M$-152.0M$-2.6B$-397.0M$-1.4B
Investing Cash Flow$-1.3B$-1.3B$-1.3B$436.0M$704.0M
Financing Cash Flow$1.8B$2.1B$-98.0M$-163.0M$-241.0M
Net Cash Flow$701.0M$432.0M$-4.2B$334.0M$-811.0M
Free Cash Flow$132.0M$-196.0M$-2.7B$-445.0M$-1.4B

Valuation & Return Ratios

MetricValue
PEG Ratio-0.81
EV / EBITDA7.85
FCF Yield-27.92%
Quick Ratio0.15
Interest Coverage1.18
Return 1Y62.76%
Return 3Y153.60%
Return 5Y—

Ownership

Insiders Held49.40%
Institutions Held29.69%
Institutions Float Held58.68%
Institutional HolderSharesReport Date
Capital Income Builder7,053,0502026-06-30
SmallCap World Fund Inc2,750,0002026-03-31
VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund2,136,4882026-04-30
DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.1,857,8572026-04-30
American Century ETF Trust-Avantis International Small Cap Value ETF1,651,1572026-06-30

Peer Comparison

TickerPriceChangeP/EMarket CapDiv Yield
BKEAFThe Bank of East Asia, Limited $1.41 +0.00% 11.22 $3.73B 4.26%
BKEAYThe Bank of East Asia, Limited $1.60 +0.00% 11.22 $4.23B 3.75%
BKZHFErste Bank Polska S.A. $166.92 +0.00% 11.73 $17.06B 8.26%
BXRBFBendigo and Adelaide Bank Limited $7.71 +0.00% -70.80 $4.35B 5.45%
CSASFCredit Saison Co., Ltd. $23.61 +0.00% 10.88 $3.39B 2.76%

About EFG International AG

EFG International AG, together with its various entities, delivers a comprehensive array of private banking, wealth management, and asset management solutions. The firm presents a diverse range of investment opportunities, encompassing tailored discretionary mandates, bespoke structured products, market trading services, and Sharia-compliant financial solutions. Clients can also access wealth and trust services, as well as credit and financing options, specifically for property and investment purposes. EFG provides modern eBanking facilities, including mobile banking and advanced security features. Furthermore, core banking operations are offered, such as asset custody, foreign exchange and treasury services, and traditional accounts and cards. The company also assists independent asset managers in establishing their own private label funds. With a substantial global presence, EFG International AG operates across Europe, the Asia Pacific region, the Americas, and the Middle East. This financial institution was established in 1995 and is headquartered in Zurich, Switzerland.

EFG International AG is headquartered in CH.

EFG International AG (EFGIF) stock trades at $21.00 with a market capitalization of $6.31B. The stock is valued at a price-to-earnings (P/E) ratio of 24.03, price-to-book of 2.14, price-to-sales of 2.28. Over the past 52 weeks the stock has ranged between $13.25 and $25.13, and currently trades 16.4% below its 52-week high. It pays a dividend yielding 3.90%.

On profitability, EFG International AG generates a return on equity (ROE) of 9.10%, return on capital employed of 7.29%, an operating margin of 22.13%, a net profit margin of 9.54%.

Official website: www.efginternational.com

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