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EFG International AG (EFGN) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

EFG International AG

EFGNMarket cap $5.98BPrice $19.5

Country🇨🇭Switzerland

SectorFinancials

IndustryCapital Markets

Manages wealth for private clients through a network of relationship managers who often bring their own client books when they join. Built by acquiring boutique private banks across Switzerland, Asia, and Latin America into one global platform.

In Bastion Portfolios?

52W Return+1%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+15%8

Revenue Forecast

Rev CAGR (1y)+1%3

Rev CAGR (3y)+8%6

Rev CAGR (5y)+6%5

Earnings Forecast

EPS Growth Y+1+31%9

EPS Growth Y+2+24%8

EPS Growth Y+3+16%8

Quality

Margins

EBIT Margin0%5

Net Income Margin17%7

Free Cash Flow Margin68%10

Debt

Net Debt/EBITDAna–

Efficiency

ROE12%5

ROA1%2

Earnings Stability88

GEAR+STRONG74

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)137

P/E Ratio (Forward 3y)108

P/BV2.16

EV Multiples

EV/EBITDA Fwd07

EV/EBIT Fwd07

Yield

Free Cash Flow Yield0.0%6

Dividend Yieldna–

Momentum

Short term

1 month return+2%8

3 month return-2%6

YTD return-12%3

Mid term

Price vs 52wHigh81%5

1 year return-0%5

Long term

3 year return+78%7

5 year return+198%9

Risk Shield

Price Risk

Beta0.86

Volatility25%8

Free Cash Flow

Free Cash Flow Margin68%10

Free Cash Flow Yield0.0%6

Quality

ROCE8%2

Earnings Stability88

Net Debt/EBITDAna–

02Growth

Is it actually growing, and how fast?

EFGNEFG International

Revenue FY25$1.7B

GROWTH RATING↗

AVERAGE55 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+15%8

Revenue, next 1Y+1%3

Revenue, next 3Y, CAGR+8%6

Revenue, next 5Y, CAGR+6%5

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+31%9

EPS growth, FY27E+24%8

EPS growth, FY28E+16%8

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 15%/yr over the last 3 years, ahead of 70% of companies worldwide.8/10

Earnings are set to grow faster than sales (EPS about 24%/yr vs revenue 8%/yr), so margins should widen.

WATCH

A mid-pack grower, ahead of 55% of companies worldwide.

Revenue is set to grow 8%/yr over the next 3 years, in line with the market.5/10

Revenue grew 15%/yr over the last 3 years; forecasts see it cooling to 8%/yr.

Over five years revenue is set to grow 6%/yr, about average versus companies worldwide.5/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower that is slowing. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

EFGNEFG International

Total return Current165%

Price return Current83.7%

MOMENTUM RATING↗

STRONG67 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+2%8

3-month return-2%6

YTD return-12%3

MID & LONG-TERM▾SCORE

% of 52-week high81%5

1-year return-0%5

3-year return+78%7

5-year return+198%9

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +78% over three years and +198% over five, ahead of 70% of the market.

Strong recent results. The stock is outperforming over the past month (+2%).

WATCH

It's down 0.2% over the past year, now 19% below its 52-week high. That is right in line with the market.

Returns sit at the market level over three months (-2%).

WEAKNESSES

The stock is underperforming so far this year (-12%).

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout. The one thing to watch: the stock is underperforming so far this year.

04Value

Are you paying a fair price for it?

Stop guessing on EFG International AG. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

EFGNEFG International

Revenue FY25$1.7B

GROWTH RATING↗

AVERAGE55 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+15%8

Revenue, next 1Y+1%3

Revenue, next 3Y, CAGR+8%6

Revenue, next 5Y, CAGR+6%5

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+31%9

EPS growth, FY27E+24%8

EPS growth, FY28E+16%8

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 15%/yr over the last 3 years, ahead of 70% of companies worldwide.8/10

Earnings are set to grow faster than sales (EPS about 24%/yr vs revenue 8%/yr), so margins should widen.

WATCH

A mid-pack grower, ahead of 55% of companies worldwide.

Revenue is set to grow 8%/yr over the next 3 years, in line with the market.5/10

Revenue grew 15%/yr over the last 3 years; forecasts see it cooling to 8%/yr.

Over five years revenue is set to grow 6%/yr, about average versus companies worldwide.5/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower that is slowing. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

EFGNEFG International

Total return Current165%

Price return Current83.7%

MOMENTUM RATING↗

STRONG67 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+2%8

3-month return-2%6

YTD return-12%3

MID & LONG-TERM▾SCORE

% of 52-week high81%5

1-year return-0%5

3-year return+78%7

5-year return+198%9

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +78% over three years and +198% over five, ahead of 70% of the market.

Strong recent results. The stock is outperforming over the past month (+2%).

WATCH

It's down 0.2% over the past year, now 19% below its 52-week high. That is right in line with the market.

Returns sit at the market level over three months (-2%).

WEAKNESSES

The stock is underperforming so far this year (-12%).

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout. The one thing to watch: the stock is underperforming so far this year.

04Value

Are you paying a fair price for it?

Stop guessing on EFG International AG. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community