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EFG International AG (XSWX:EFGNE) Cyclically Adjusted PB Ratio : 1.73 (As of May. 26, 2024)


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What is EFG International AG Cyclically Adjusted PB Ratio?

As of today (2024-05-26), EFG International AG's current share price is CHF12.24. EFG International AG's Cyclically Adjusted Book per Share for the fiscal year that ended in Dec23 was CHF7.06. EFG International AG's Cyclically Adjusted PB Ratio for today is 1.73.

The historical rank and industry rank for EFG International AG's Cyclically Adjusted PB Ratio or its related term are showing as below:

XSWX:EFGNE' s Cyclically Adjusted PB Ratio Range Over the Past 10 Years
Min: 0.34   Med: 0.88   Max: 1.79
Current: 1.74

During the past 13 years, EFG International AG's highest Cyclically Adjusted PB Ratio was 1.79. The lowest was 0.34. And the median was 0.88.

XSWX:EFGNE's Cyclically Adjusted PB Ratio is ranked worse than
83.49% of 1193 companies
in the Banks industry
Industry Median: 0.92 vs XSWX:EFGNE: 1.74

The Shiller PE Ratio was first used by professor Robert Shiller. He uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings per share of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PB Ratio. The Cyclically Adjusted Book per Share is the average of the inflation adjusted book value per share of a company over the past 10 years.

EFG International AG's adjusted book value per share data of for the fiscal year that ended in Dec23 was CHF7.347. Add all the adjusted book value per share for the past 10 years together and divide the count will get our Cyclically Adjusted Book per Share, which is CHF7.06 for the trailing ten years ended in Dec23.

Shiller PE for Stocks: The True Measure of Stock Valuation


EFG International AG Cyclically Adjusted PB Ratio Historical Data

The historical data trend for EFG International AG's Cyclically Adjusted PB Ratio can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

EFG International AG Cyclically Adjusted PB Ratio Chart

EFG International AG Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
Cyclically Adjusted PB Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.89 0.86 1.01 1.27 1.54

EFG International AG Semi-Annual Data
Jun14 Dec14 Jun15 Dec15 Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23
Cyclically Adjusted PB Ratio Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 1.01 - 1.27 - 1.54

Competitive Comparison of EFG International AG's Cyclically Adjusted PB Ratio

For the Banks - Diversified subindustry, EFG International AG's Cyclically Adjusted PB Ratio, along with its competitors' market caps and Cyclically Adjusted PB Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


EFG International AG's Cyclically Adjusted PB Ratio Distribution in the Banks Industry

For the Banks industry and Financial Services sector, EFG International AG's Cyclically Adjusted PB Ratio distribution charts can be found below:

* The bar in red indicates where EFG International AG's Cyclically Adjusted PB Ratio falls into.



EFG International AG Cyclically Adjusted PB Ratio Calculation

Like the Shiller PE Ratio, the Cyclically Adjusted PB Ratio takes the Book Value per Share from the past 10 years, adjusts it for inflation, and then calculates the average. This average is then used for the P/B calculation. Because it considers this 10-year average, it's often referred to as the CAPB Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PB Ratio.

EFG International AG's Cyclically Adjusted PB Ratio for today is calculated as

Cyclically Adjusted PB Ratio=Share Price/ Cyclically Adjusted Book per Share
=12.24/7.06
=1.73

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

EFG International AG's Cyclically Adjusted Book per Share for the fiscal year that ended in Dec23 is calculated as:

For example, EFG International AG's adjusted Book Value per Share data for the fiscal year that ended in Dec23 was:

Adj_Book=Book Value per Share/CPI of Dec23 (Change)*Current CPI (Dec23)
=7.347/106.4612*106.4612
=7.347

Current CPI (Dec23) = 106.4612.

EFG International AG Annual Data

Book Value per Share CPI Adj_Book
201412 7.659 100.704 8.097
201512 7.288 99.386 7.807
201612 7.304 99.380 7.824
201712 5.860 100.213 6.225
201812 5.611 100.906 5.920
201912 5.925 101.063 6.241
202012 5.704 100.241 6.058
202112 7.399 101.776 7.740
202212 6.823 104.666 6.940
202312 7.347 106.461 7.347

Add all the adjusted book value per share together and divide the count will get our Cyclically Adjusted Book per Share.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.


EFG International AG  (XSWX:EFGNE) Cyclically Adjusted PB Ratio Explanation

Compared with the regular PB Ratio, which works poorly for cyclical businesses, the Cyclically Adjusted PB Ratio smoothed out the fluctuations of book value during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Cyclically Adjusted PB Ratio should give similar results to regular PB Ratio.


EFG International AG Cyclically Adjusted PB Ratio Related Terms

Thank you for viewing the detailed overview of EFG International AG's Cyclically Adjusted PB Ratio provided by GuruFocus.com. Please click on the following links to see related term pages.


EFG International AG (XSWX:EFGNE) Business Description

Traded in Other Exchanges
Address
Bleicherweg 8, PO Box 6012, Zurich, CHE, 8022
EFG International AG is a Swiss international private banking and asset management group with operations that span the globe, including Europe, Asia, and the Americas. most of its assets under management are in cash and deposits, equities, bonds, and loans. The company generates most of its income primarily from net banking fees and commission income and secondarily from net interest income. About three-fourths of its loan portfolio is due from customers, while the other-fourth comes from mortgages. The company's loan portfolio is mostly exposed to Latin America and the Caribbean, the United Kingdom, Asia and Oceania, and other parts of Europe.

EFG International AG (XSWX:EFGNE) Headlines

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