EFG International AG (EFGN.SW)

Switzerland · Finance & Insurance · CHF

Key financials

ROE: 13.65%; 2025 (actual)
ROA: 0.81%; 2025 (actual)
Gross Margin: -
Net Margin: -
Total Assets: CHF 39,394.40M; 2025 (actual)
Net Income: CHF 325.20M; 2025 (actual)
Valuation: CHF 5,525.47M; 2025 (actual)
Stock Price: CHF 18.36; 2025 (actual)

Historical & projected performance

Reported figures and Equlion model projections for the next 5 years.

Metric	2025 (actual)	2026	2027	2028	2029	2030
ROE	13.65%	10.77%	9.73%	8.87%	8.14%	7.51%
Sector average	4.76%	39.15%	10.07%	7.78%	6.46%	5.52%
ROA	0.81%	0.69%	0.68%	0.68%	0.67%	0.67%
Sector average	0.18%	-0.02%	-0.73%	-0.95%	-1.15%	-1.32%
Total Assets	CHF 39,394.40M	CHF 39,666.15M	CHF 39,937.91M

Amounts in CHF (millions); stock price per share. Values that are missing or fail Equlion's automated data-quality checks are shown as “-”. Stock price and valuation carry no data date: they are the Equlion model's estimate for 2025. Projections are model estimates, not investment advice.

Want the full financial forecast report for EFG International AG? It covers the balance sheet, income statement and Equlion model projections.

Net Income	CHF 325.20M	CHF 271.75M	CHF 271.75M	CHF 271.81M	CHF 271.81M	CHF 271.04M
Sector average	CHF 1,135.98M	CHF 1,199.77M	CHF 1,214.11M	CHF 1,216.65M	CHF 1,214.94M	CHF 1,209.83M

Valuation	CHF 5,525.47M	CHF 5,610.98M	CHF 5,700.25M	CHF 5,793.37M	CHF 5,890.45M	CHF 5,991.75M
Sector average	CHF 2,581.71M	CHF 6,081.15M	CHF 6,176.53M	CHF 6,275.89M	CHF 6,379.29M	CHF 6,487.47M

Stock Price	CHF 18.36	CHF 18.65	CHF 18.94	CHF 19.25	CHF 19.58	CHF 19.91
Sector average	CHF 732.51	CHF 670.18	CHF 680.80	CHF 691.93	CHF 703.58	CHF 715.63