EFG INTERNATIONAL N chart

Last update: 2022-12-30
Key statistics and financials
Revenue per share 4.06
Dividend & Yield0.66fr (8.03%)
Beta 0.78
Market capitalization 2.53B
Operating cash flow 324.7M
ESG Scores unknown

Company description

EFG International AG, together with its subsidiaries, provides private banking, wealth management, and asset management services. It offers investment solutions, including discretionary mandates, structured products, trading services, and Islamic solutions; wealth and trust services; credit and financing services, such as property and investment finance; and eBanking services, including mobile banking and security services. The company also provides other banking services consisting of custody, foreign exchange and treasury, and trading services, as well as accounts and cards; and supports independent asset managers to set up private label funds. It operates in Europe, Asia Pacific, the Americas, and the Middle East. EFG International AG was founded in 1995 and is headquartered in Zurich, Switzerland.

Sector: Financial Services - Industry: Banks—Diversified

Financial data

Diluted earning per share

Net income vs Operating income

Asset vs Liabilities

Similar Companies
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Financial Statements

Cashflow Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Change To Liabilities
Total Cashflows From Investing Activities -491.5M -8.9M 337.6M -659.8M
Net Borrowings 885.5M 354.2M -41.1M -227.6M
Total Cash From Financing Activities -1.79B 1.12B 1.03B 1.95B
Change To Operating Activities 433.1M -821M -1.09B -827.3M
Issuance Of Stock 351M 351M 351M 351M
Net Income 70.3M 94.2M 115.3M 205.8M
Change In Cash -1.9B 422.6M 356.9M 700.8M
Effect Of Exchange Rate -154M -18.6M -46.5M -3.6M
Total Cash From Operating Activities 535.2M -667.4M -961.4M -590.1M
Depreciation 33.8M 68.1M 64.5M 65M
Change To Account Receivables
Other Cashflows From Financing Activities -2.57B 881.8M 1.16B 1.92B
Change To Netincome -10.6M -20.3M -62M -50.9M
Capital Expenditures -13.3M -7.7M -13.4M -7.8M

Income Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Research Development
Income Before Tax 80.2M 123.4M 152.3M 245.4M
Net Income 70.3M 94.2M 115.3M 205.8M
Selling General Administrative 62M 12M 8.3M 8.9M
Gross Profit 1.13B 1.16B 1.12B 1.26B
Ebit
Operating Income 170M 168M 161.3M 267.2M
Interest Expense
Income Tax Expense 7.1M 23.1M 30.5M 31.5M
Total Revenue 1.13B 1.16B 1.12B 1.26B
Cost Of Revenue
Total Other Income ExpenseNet -108.4M -44.6M -9M -21.8M
Net Income From Continuing Ops 73.1M 100.3M 121.8M 213.9M
Net Income Applicable To Common Shares 70.2M 94M 115.3M 186.7M

Balance Sheet Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Total Liabilities 38.5B 39.2B 38.88B 39.85B
Total Stockholder Equity 1.63B 1.73B 1.7B 2.25B
Other Current Liabilities 2.15B 2.24B 24.6M 49.4M
Total Assets 40.16B 40.98B 40.64B 42.14B
Common Stock 145.1M 145.8M 149.1M 152M
Other Current Assets 7.15B 8.48B 8.93B 10.12B
Retained Earnings -600.6M -563.9M -511.2M -407.2M
Treasury Stock 206.4M 286M 83.2M 489.2M
Cash 4.11B 3.28B 3.38B 2.91B
Total Current Liabilities 33.75B 34.74B 32.74B 34.24B
Other Stockholder Equity 206.4M 286M 84.2M 489.2M
Property, Plant, and Equipment 202.1M 282.1M 335.2M 334.6M
Total Current Assets 13.77B 13.96B 14.15B 14.44B
Net Tangible Assets 1.43B 1.47B 1.44B 2.02B
Net Receivables 434.7M 453.1M 593.3M 317.1M
Accounts Payable 30.07B 30.71B 30.84B 32.52B


Insider Transactions

Here are the insider transactions of stock shares related to EFG INTERNATIONAL N:

Filer Name Transaction Text Ownership Date Filer Relation Shares
NO DATA

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to EFG INTERNATIONAL N. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on EFG INTERNATIONAL N

Here is the result of two systematic investment strategies applied to EFG INTERNATIONAL N. The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on EFG INTERNATIONAL N

The following chart shows the equity curve of the two systematic investment strategies applied to EFG INTERNATIONAL N:

EFG INTERNATIONAL N automated entries

The systematic investment strategy that buys the first day of the month would give a performance of -1.3% on the backtest period.

Performance at glance

Performance

-1.3 %

Latent gain

-19.71 fr

Invested capital

1511.55 fr

Annualized return

-0.32 %
Build your Trading System
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Momentum strategy results on EFG INTERNATIONAL N

This is the result of two momentum investment strategies applied to EFG INTERNATIONAL N. The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on EFG INTERNATIONAL N

The following chart shows all the entries opened by the momentum investment system on EFG INTERNATIONAL N:

EFG INTERNATIONAL N momentum entries
  • The first momentum investment strategy would give 3.75% of return on EFG INTERNATIONAL N. That represents 196.91fr of latent gain with 5250.97fr of employed capital.
  • The second momentum investment strategy would give 2.47% of return on EFG INTERNATIONAL N. That represents 111.19fr of latent gain with 4504.19fr of employed capital.
Performance at glance (1Q Momentum)

Performance

3.75 %

Latent gain

196.91 fr

Invested capital

5250.97 fr

Annualized return

7.68 %
Performance at glance (2Q Momentum)

Performance

2.47 %

Latent gain

111.19 fr

Invested capital

4504.19 fr

Annualized return

0.68 %

Momentum equity curve on EFG INTERNATIONAL N

The following chart shows the equity curve of the two momentum strategies applied to EFG INTERNATIONAL N:

EFG INTERNATIONAL N momentum equity

Note: the dividends potentially given by EFG INTERNATIONAL N are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on EFG INTERNATIONAL N

The following chart shows the employed capital evolution of the two momentum strategies on EFG INTERNATIONAL N since the beginning:

EFG INTERNATIONAL N

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250fr, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000fr.


Buy the dip strategy result on EFG INTERNATIONAL N

Buy the dip entry openings on EFG INTERNATIONAL N

EFG INTERNATIONAL N

The performance achieved by the robo-advisor on EFG INTERNATIONAL N is 16.28%. That represents 122.18$ of latent gain with 750.28fr of employed capital. The following chart shows EFG INTERNATIONAL N stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of EFG INTERNATIONAL N, and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

16.28 %

Latent gain

122.18 fr

Invested capital

750.28 fr

Annualized return

7.68 %

Equity curve of the strategy applied to EFG INTERNATIONAL N

The following chart shows the result of the investment strategy applied to EFG INTERNATIONAL N:

EFG INTERNATIONAL N

Note: the dividends potentially given by EFG INTERNATIONAL N are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on EFG INTERNATIONAL N

The following chart shows the employed capital evolution since the beginning of the investment strategy on EFG INTERNATIONAL N:

EFG INTERNATIONAL N

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on EFG INTERNATIONAL N

In this section, I will compare the three previous investment strategies applied to EFG INTERNATIONAL N.

Equity curve comparison on EFG INTERNATIONAL N

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

EFG INTERNATIONAL N investment strategy comparison

Employed capital comparison on EFG INTERNATIONAL N

EFG INTERNATIONAL N investment comparison

Performance comparison on EFG INTERNATIONAL N

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment -1.3% -19.71fr 1511.55fr -0.32%
Momentum 1 quarter 3.75% 196.91fr 5250.97fr 0.97%
Momentum 2 quarters 2.47% 111.19fr 4504.19fr 0.68%
Non-directional 16.28% 122.18fr 750.28fr 7.68%
Annualized return comparison

Automatic investment

-0.32 %

Momentum 1Q

0.68 %

Momentum 2Q

0.68 %

Non-directional

7.68 %

Correlated stocks

Here are the most positively and negatively correlated stocks with EFG INTERNATIONAL N:

Positive correlations

Most correlated stocks this year


Most correlated stocks last 3 months

Negative correlation

Most negatively correlated stocks this year


Most negatively correlated stocks last 3 months

Note: The algorithm computes the probability of correlation between EFG INTERNATIONAL N and the other stocks. There may be false positives or some missing correlated stocks. If the price of EFG INTERNATIONAL N does not vary for 36 weeks, the correlation calculation result will be wrong.


Company information

Company name EFG INTERNATIONAL N
Country Switzerland
City Zurich
Address Bleicherweg 8
Phone 41 44 226 1850
Website www.efginternational.com
FullTime employees 3003
Industry Banks—Diversified
Sector Financial Services
Exchange XSWX
Ticker EFGN.XSWX
Market www.six-group.com

EFG INTERNATIONAL N ESG Scores

Environment scores

Environment ESG Factors Scores
Environment Score 0
Peer Environment Performance unknown
Environment Percentile unknown
Palm Oil unknown
Nuclear unknown
Fur Leather unknown
GMO unknown
Coal unknown
Pesticides unknown
Animal Testing unknown

Social scores

Social ESG Factors Scores
Social Score 0
Peer Social Performance unknown
Social Percentile unknown
Highest Controversy unknown
Peer Highest Controversy Performance unknown
Adult unknown
Gambling unknown
Alcoholic unknown
Tobacco unknown
Catholic unknown
Controversial Weapons unknown
Small Arms unknown
Military Contract unknown
Peer Count unknown

Related Controversy:


Governance scores

Governance ESG Factors Scores
Governance Score 0
Peer Governance Performance unknown
Governance Percentile unknown

ESG at glance
Total ESG Scores: unknown
Environment Score: 0
Social Score: 0
Governance Score: 0

ESG Performance: unknown

Peer Group: unknown

Peer Esg Score Performance: unknown

Rating Year: unknown

Rating Month: unknown

Max Age: unknown

Percentile: unknown