Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St.
The average published price target for EFG International has shifted to CHF 18.40, sitting just below a modelled fair value of CHF 19.65 that remains unchanged. That move follows earlier CHF 2.90 target increases and reflects a mix of more cautious and more constructive analyst views around execution risks and valuation discipline. As you read on, you will see how to interpret these shifting targets and what to watch as the analyst narrative continues to evolve.
What Wall Street Has Been Saying
🐂 Bullish Takeaways
-
Citi previously raised its price target on EFG International by CHF 2.90, signalling that its analysts saw room for the shares to move closer to their assessment of value at that time.
-
The current CHF 18.40 Citi target still sits reasonably near the modelled fair value of CHF 19.65, which suggests that, even with some caution, the stock is not being treated as fundamentally broken by this research house.
🐻 Bearish Takeaways
-
Citi has since reduced its price target from CHF 19.50 to CHF 18.40 and kept a Neutral stance, which indicates that enthusiasm has cooled and that the firm sees less upside than before at recent levels.
-
UBS downgraded EFG International in early February, pointing to concerns that put more focus on execution risks and discipline, and adding another cautious voice to the recent research flow.
Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there's more to the story. Head to the Simply Wall St Community to discover more perspectives!
We've flagged 3 risks for EFG International. See which could impact your investment.
How This Changes the Fair Value For EFG International
-
Fair value is unchanged at CHF 19.65, keeping the modelled central valuation point stable.
-
Revenue growth assumption is effectively unchanged at about 5.50% in CHF terms.
-
Net profit margin assumption remains about 23.45%.
-
Future P/E is adjusted slightly from 14.82x to 14.80x.
-
Discount rate moves slightly from 6.15% to 6.11%.
Never Miss an Update: Follow The Narrative
Narratives link a company's real world story to a financial forecast and fair value, so you can see how business drivers, risks, and assumptions fit together. They refresh when new information comes through, so the storyline stays current rather than static.
Head over to the Simply Wall St Community and follow the Narrative on EFG International to stay up to date on:
-
How net new asset growth in regions like Asia Pacific and Latin America, together with acquisitions such as Cite Gestion and ISG, feed into expectations for future revenue and earnings.
-
The role of EFG International's digital transformation, CHF 66m cost program, and compliance investments in supporting the margin assumptions used in the forecast.
-
Key risks, including currency exposure to the U.S. dollar, interest rate sensitivity, cost pressures, and execution risks around acquisitions and client relationship officer productivity.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include EFGN.SW .
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
