EFG Competitors

OTC Stocks . USA . 
Stock . EFG International AG
EFGIF Stock  USD 23.68  3.68  18.40%   
EFG International competes with Svenska Handelsbanken, ANZ Group, Westpac Banking, National Australia, and Agricultural Bank; as well as few others. The company classifies itself under Financial Services sector and is part of Banks—Diversified industry. Analyzing EFG International competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of EFG International to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out EFG International Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of EFG International competition on your existing holdings.
  
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Hype
Prediction
LowEstimatedHigh
21.4023.6825.96
Details
Intrinsic
Valuation
LowRealHigh
19.3421.6223.90
Details
Naive
Forecast
LowNextHigh
23.1825.4627.74
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Bollinger
Band Projection (param)
LowerMiddle BandUpper
18.0720.4322.79
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EFG International Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between EFG International and its competitors represents the degree of relationship between the price movements of corresponding otcs. A correlation of about +1.0 implies that the price of EFG and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of EFG International does not affect the price movement of the other competitor.

High positive correlations

BML-PL
+ 0.97
BML-PJ
BML-PJ
+ 0.9
BML-PG
BML-PL
+ 0.9
BML-PG
BML-PL
+ 0.83
WFC-PY
WFC-PY
+ 0.78
BML-PJ
WFC-PY
+ 0.76
NAUBF
  

High negative correlations

BML-PG
- 0.88
SVNLY
BML-PL
- 0.77
SVNLY
BML-PJ
- 0.76
SVNLY
IDCBF
- 0.75
NAUBF
WFC-PY
- 0.67
IDCBF
NAUBF
- 0.63
ANZGY

Risk-Adjusted Indicators

There is a big difference between EFG OTC Stock performing well and EFG International OTC Stock doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze EFG International's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
SVNLY  0.84  0.15  0.09  0.31  1.01 
(0.90)
 1.58 
(2.14)
 5.94 
ANZGY  0.97  0.14  0.11  0.19  1.12 
(1.09)
 2.12 
(1.80)
 8.75 
WEBNF  2.05  0.19  0.03 (0.33) 2.43 
(2.77)
 4.65 
(5.16)
 14.27 
NAUBF  0.21 (0.11) 0.00  1.95  0.00 
 0.00 
 0.00 
 0.00 
 7.02 
ACGBF  2.18  0.22  0.01 (0.16) 3.75 
(3.95)
 5.48 
(7.79)
 27.52 
IDCBF  1.70 (0.03) 0.00 (0.19) 0.00 
 0.00 
 5.00 
(5.00)
 19.29 
BML-PG  0.41 (0.15) 0.00 (2.26) 0.00 
 0.00 
 0.61 
(0.99)
 3.17 
BML-PJ  0.43 (0.13) 0.00 (0.64) 0.00 
 0.00 
 0.60 
(1.01)
 2.02 
WFC-PY  0.26 (0.06) 0.00 (0.15) 0.00 
 0.00 
 0.50 
(0.66)
 1.77 
BML-PL  0.38 (0.11) 0.00 (0.50) 0.00 
 0.00 
 0.73 
(0.84)
 2.12 
All Fundamental Data

EFG International Competitive Analysis

The better you understand EFG International competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, EFG International's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across EFG International's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
EFGIF SVNLY ANZGY WEBNF NAUBF ACGBF IDCBF BML-PG BML-PJ WFC-PY
 18.40 
 23.68 
EFG
 1.11 
 7.30 
Svenska
 0.33 
 24.46 
ANZ
 0.90 
 25.80 
Westpac
 0.00 
 26.50 
National
 1.45 
 0.70 
Agricultural
 2.53 
 0.77 
Industrial
 0.11 
 18.68 
Bank
 0.41 
 19.62 
Bank
 0.21 
 24.18 
Wells
Market Volatility
(90 Days Market Risk)
Very steady
Not too volatile
Very steady
Not too volatile
Very steady
Abnormally volatile
Extremely Dangerous
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Fair
Good
Good
Mild
Weakest
Mild
Mild
Weakest
Weakest
Weakest
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Small
Low
Small
Low
Small
Small
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Over Valued
Under Valued
Under Valued
Over Valued
Over Valued
Over Valued
Over Valued
Fairly Valued
Fairly Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Sell
Strong Buy
Strong Buy
Strong Sell
Sell
Strong Sell
Strong Sell
Cautious Hold
Cautious Hold
Hold
Net Asset
42.14 B
3.45 T
1.09 T
1.01 T
1.06 T
29.07 T
35.17 T
3.05 T
3.05 T
1.88 T
Profit Margin
0.16
0.43
0.36
0.3
0.37
0.44
0.48
0.3
0.3
0.18
EBITDA
N/A
32.71 B
N/A
N/A
N/A
N/A
N/A
40.61 B
40.61 B
38.93 B
Operating Margin
0.21
N/A
0.52
0.49
0.56
0.52
0.57
0.34
0.34
0.21
Current Valuation
(10.35 B)
23.48 B
N/A
165.73 B
157.92 B
469.47 B
(1 T)
(112.16 B)
N/A
(113.08 B)
Price To Book
1.15
1.07
N/A
1.15
1.63
0.3
0.36
N/A
N/A
N/A
Retained Earnings
N/A
115.02 B
N/A
24.38 B
N/A
782.15 B
921.05 B
N/A
N/A
N/A
Current Asset
N/A
471.55 B
N/A
79.49 B
N/A
4.28 T
4.89 T
N/A
N/A
N/A
Five Year Return
N/A
5.72
N/A
7.25
5.52
6.78
N/A
3.72
4.5
N/A
Beta
0.68
0.64
0.8
0.82
0.86
0.45
0.45
1.4
1.4
1.2
Number Of Employees
3 K
11.17 K
38.99 K
37.48 K
35.13 K
455.17 K
434.09 K
216.82 K
216.82 K
238.7 K
Shares Outstanding
308.53 M
3.96 B
3 B
3.5 B
3.14 B
30.74 B
86.79 B
9.81 B
9.81 B
4.71 B
Cash Flow From Operations
(590.1 M)
(38.3 B)
N/A
(18.1 B)
(47.31 B)
(1.47 T)
360.88 B
(7.19 B)
(7.19 B)
(11.53 B)
Annual Yield
0.075
0.0556
0.0563
0.0517
0.0484
0.0881
0.0848
0.0639
0.0648
0.0583
Total Debt
2.65 B
180.11 B
N/A
146.87 B
240.49 B
3.12 T
2.08 T
275.98 B
275.98 B
174.87 B
Return On Equity
0.094
0.11
0.11
0.0799
0.12
0.1
0.11
0.1
0.1
0.0693
Z Score
0.6
N/A
N/A
N/A
N/A
N/A
N/A
0.6
N/A
0.6
Return On Asset
0.0048
0.0062
0.0069
0.0058
0.0071
0.008
0.0097
0.0089
0.0089
0.0067
Book Value Per Share
6.72
4.09
22.07
20.15
18.76
7.27
9.19
30.61
30.61
41.96
Number Of Shares Shorted
N/A
N/A
N/A
N/A
N/A
N/A
N/A
1.79 K
7.17 K
128.29 K
Current Liabilities
N/A
1.84 T
N/A
631.78 B
N/A
16.04 T
20.39 T
N/A
N/A
N/A
Total Asset
42.14 B
3.45 T
1.09 T
1.01 T
1.06 T
29.07 T
35.17 T
3.05 T
3.05 T
1.88 T
Last Dividend Paid
0.36
N/A
1.46
1.25
1.51
0.21
0.29
0.86
0.86
1.1
Target Price
N/A
61.4
20.8
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Short Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.22
0.45
2.33
Shares Owned By Institutions
34.28
0.22
0.01
28.19
29.36
27.31
58.14
1.56
10.61
20.92
Market Capitalization
2.85 B
20.12 B
53.16 B
57.32 B
67.92 B
152.22 B
216.02 B
289.92 B
253.73 B
197.03 B
Price To Earning
13.81
10.19
N/A
17.06
33.38
3.19
3.68
10.76
8.42
68.06
Price To Earnings To Growth
N/A
5.73
N/A
1.22
N/A
0.46
0.57
N/A
N/A
N/A
Price To Sales
2.2
4.4
N/A
2.89
3.67
0.26
0.28
2.91
2.52
2.48
Net Income
205.8 M
21.47 B
N/A
5.69 B
6.89 B
241.18 B
348.34 B
27.53 B
27.53 B
13.18 B
Earnings Per Share
0.61
0.52
1.62
1.06
1.46
0.1
0.14
3.51
3.51
4.83
Shares Owned By Insiders
43.25
N/A
N/A
0.58
0.8
4.29
N/A
N/A
N/A
N/A
Revenue
1.25 B
49.2 B
19.66 B
20.34 B
18.53 B
719.51 B
939.89 B
94.95 B
94.95 B
73.78 B
Working Capital
N/A
(1.37 T)
N/A
(552.29 B)
N/A
(11.76 T)
(15.51 T)
N/A
N/A
N/A
Cash And Equivalents
15.22 B
48.2 B
N/A
144.42 B
120.45 B
2.8 T
3.2 T
815.05 B
585.19 B
427.1 B
Cash Per Share
49.41
12.4
N/A
41.31
37.5
8.0
8.99
94.22
61.55
103.35
Gross Profit
1.26 B
50.23 B
19.66 B
19.27 B
18.45 B
555.86 B
742.77 B
92.41 B
92.41 B
72.25 B
Day Typical Price
23.68
7.29
24.42
25.43
26.5
0.7
0.77
18.63
19.59
24.17
Accumulation Distribution
N/A
135.25
61.8
39.69
N/A
N/A
N/A
88.62
269.21
187.93
Market Facilitation Index
N/A
0.0
0.0
0.0012
N/A
N/A
N/A
0.0
0.0
0.0
Daily Balance Of Power
9.2 T
2.666667
(0.53)
0.2091
0.0
9.2 T
(9,223,372,036,855)
0.1053
0.4
0.3846
Period Momentum Indicator
3.68
0.08
(0.08)
0.23
N/A
0.01
(0.02)
0.02
0.08
0.05
Rate Of Daily Change
1.18
1.01
1.0
1.01
1.0
1.01
0.97
1.0
1.0
1.0
Day Median Price
23.68
7.29
24.4
25.25
26.5
0.7
0.77
18.61
19.57
24.17
Price Action Indicator
1.84
0.055
0.025
0.67
N/A
0.005
(0.01)
0.085
0.09
0.04
Coefficient Of Variation
812.4
575.59
621.19
1658.82
(812.40)
2338.04
(26,893)
(417.03)
(511.05)
(1,083)
Mean Deviation
0.5491
0.836
0.9666
2.05
0.2094
2.18
1.7
0.4094
0.4294
0.2588
Jensen Alpha
0.287
0.1485
0.1432
0.191
(0.11)
0.2243
(0.03)
(0.15)
(0.13)
(0.06)
Total Risk Alpha
0.0805
0.0907
0.0957
(0.08)
(0.19)
(0.17)
(0.28)
(0.19)
(0.16)
(0.07)
Sortino Ratio
N/A
0.0886
0.1083
0.0301
N/A
0.0131
N/A
N/A
N/A
N/A
Downside Variance
N/A
1.98
1.93
11.86
N/A
65.59
N/A
N/A
N/A
N/A
Standard Deviation
2.26
1.11
1.36
2.85
0.8638
4.07
3.1
0.5505
0.5357
0.3434
Kurtosis
66.0
0.9197
2.94
0.3834
66.0
5.99
6.86
1.88
(0.20)
0.5538
Potential Upside
N/A
1.58
2.12
4.65
N/A
5.48
5.0
0.6148
0.6042
0.4977
Treynor Ratio
(0.86)
0.3081
0.1857
(0.33)
1.95
(0.16)
(0.19)
(2.26)
(0.64)
(0.15)
Maximum Drawdown
18.4
5.94
8.75
14.27
7.02
27.52
19.29
3.17
2.02
1.77
Variance
5.13
1.24
1.85
8.14
0.7462
16.58
9.61
0.3031
0.2869
0.1179
Market Risk Adjusted Performance
(0.85)
0.3181
0.1957
(0.32)
1.96
(0.15)
(0.18)
(2.25)
(0.63)
(0.14)
Risk Adjusted Performance
0.0932
0.1256
0.1178
0.0498
(0.08)
0.0383
0.0051
(0.17)
(0.14)
(0.08)
Skewness
8.12
(0.58)
(0.15)
(0.07)
(8.12)
(1.35)
1.18
(0.65)
(0.52)
0.0042
Semi Deviation
N/A
1.01
1.12
2.43
N/A
3.75
N/A
N/A
N/A
N/A
Information Ratio
0.0929
0.1123
0.1107
0.0363
(0.20)
0.026
(0.03)
(0.36)
(0.32)
(0.29)
Value At Risk
N/A
(2.14)
(1.80)
(5.16)
N/A
(7.79)
(5.00)
(0.99)
(1.01)
(0.66)
Expected Short fall
N/A
(0.90)
(1.09)
(2.77)
N/A
(3.95)
N/A
N/A
N/A
N/A
Downside Deviation
N/A
1.41
1.39
3.44
N/A
8.1
N/A
N/A
N/A
N/A
Semi Variance
N/A
1.02
1.25
5.9
N/A
14.08
N/A
N/A
N/A
N/A

EFG International Competition Performance Charts

Five steps to successful analysis of EFG International Competition

EFG International's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by EFG International in relation to its competition. EFG International's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of EFG International in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact EFG International's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to EFG International, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your EFG International position

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Adviser Favorites
Adviser Favorites Theme
Financial advisors frequently recommend that individuals diversify their investment portfolios with a mix of different types of stocks. These can include blue-chip stocks, growth stocks, and dividend stocks. The Adviser Favorites theme has 17 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Adviser Favorites Theme or any other thematic opportunities.
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Other Information on Investing in EFG OTC Stock

EFG International financial ratios help investors to determine whether EFG OTC Stock is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in EFG with respect to the benefits of owning EFG International security.
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