Added to YB: 2026-05-25
Pitch date: 2026-05-21
EFGN.SW [neutral]
EFG International AG
Author Info
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Company Info
EFG International AG, together with its subsidiaries, provides private banking, wealth management, and asset management services.
Market Cap
CHF 4.9B
Pitch Price
N/A
Price Target
N/A
Dividend
3.95%
EV/EBITDA
N/A
P/E
16.78
EV/Sales
N/A
Sector
Capital Markets
Category
growth
EFG International (EFGN Switzerland): steady business momentum, solid capital generation
EFGN.SW (update): First 4 months 2026: CHF 3.7bn net new assets (6% annualized, upper end of 4-6% target), AuM CHF 190.2bn (+20% YoY). 93bp revenue margin (down from 97bp YoY on weaker rates, flat vs H2 2025). Cost-income ratio 70% (improved from 73.1% H2 2025). Net income >CHF 130m, 23%+ annualized ROTE. CET1 14.7% (up from 14.0% YE). Quilvest deal closes Q3 2026 bringing pro forma AuM to CHF 194bn.
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