EFG International (Switzerland) Performance
| EFGN Stock | CHF 12.14 0.10 0.82% |
EFG International has a performance score of 8 on a scale of 0 to 100. The firm shows a Beta (market volatility) of -0.19, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning EFG International are expected to decrease at a much lower rate. During the bear market, EFG International is likely to outperform the market. EFG International at this time shows a risk of 1.13%. Please confirm EFG International coefficient of variation, jensen alpha, and the relationship between the downside deviation and standard deviation , to decide if EFG International will be following its price patterns.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in EFG International AG are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. In spite of fairly abnormal basic indicators, EFG International may actually be approaching a critical reversion point that can send shares even higher in January 2025. ...more
| Begin Period Cash Flow | 12 B | |
| Total Cashflows From Investing Activities | -659.8 M |
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EFG International Relative Risk vs. Return Landscape
If you would invest 1,140 in EFG International AG on September 12, 2024 and sell it today you would earn a total of 84.00 from holding EFG International AG or generate 7.37% return on investment over 90 days. EFG International AG is generating 0.1175% of daily returns and assumes 1.1328% volatility on return distribution over the 90 days horizon. Simply put, 10% of stocks are less volatile than EFG, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
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EFG International Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for EFG International's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as EFG International AG, and traders can use it to determine the average amount a EFG International's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1037
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Estimated Market Risk
| 1.13 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 8 92% of assets perform better |
Based on monthly moving average EFG International is performing at about 8% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of EFG International by adding it to a well-diversified portfolio.
EFG International Fundamentals Growth
EFG Stock prices reflect investors' perceptions of the future prospects and financial health of EFG International, and EFG International fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on EFG Stock performance.
| Return On Equity | 0.094 | |||
| Return On Asset | 0.0048 | |||
| Profit Margin | 0.16 % | |||
| Operating Margin | 0.21 % | |||
| Current Valuation | (10.16 B) | |||
| Shares Outstanding | 308.53 M | |||
| Price To Earning | 35.50 X | |||
| Price To Book | 1.22 X | |||
| Price To Sales | 2.06 X | |||
| Revenue | 1.25 B | |||
| EBITDA | 449.7 M | |||
| Cash And Equivalents | 21.38 B | |||
| Cash Per Share | 74.27 X | |||
| Total Debt | 509.4 M | |||
| Book Value Per Share | 6.71 X | |||
| Cash Flow From Operations | 1.35 B | |||
| Earnings Per Share | 0.56 X | |||
| Total Asset | 42.14 B | |||
About EFG International Performance
Evaluating EFG International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if EFG International has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if EFG International has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
EFG International AG, together with its subsidiaries, provides private banking, wealth management, and asset management services to individual and business clients. The company was founded in 1995 and is headquartered in Zurich, Switzerland. EFG INTERNATIONAL operates under Banks - Global classification in Switzerland and is traded on Switzerland Exchange. It employs 3357 people.Things to note about EFG International performance evaluation
Checking the ongoing alerts about EFG International for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for EFG International help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| About 43.0% of the company shares are held by company insiders |
- Analyzing EFG International's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether EFG International's stock is overvalued or undervalued compared to its peers.
- Examining EFG International's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating EFG International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of EFG International's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of EFG International's stock. These opinions can provide insight into EFG International's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for EFG Stock Analysis
When running EFG International's price analysis, check to measure EFG International's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy EFG International is operating at the current time. Most of EFG International's value examination focuses on studying past and present price action to predict the probability of EFG International's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move EFG International's price. Additionally, you may evaluate how the addition of EFG International to your portfolios can decrease your overall portfolio volatility.