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EFG International AGXSWX:EFGN -0.62%66 5-Year Yield-on-Cost % is 8.92 as of Jul. 26, 2026, which is 3% above its 10-year median of 8.68. GuruFocus rates XSWX:EFGN with a GF Score™ of 66/100 and a GF Value™ of CHF15.14 (Fairly Valued). The stock has 3 warning signs investors should review. Among 1,252 Banks companies, EFG International AG ranks better than 85.46% on this metric.
EFG International AG's yield on cost for the quarter that ended in Jun. 2026 was 8.92.
The historical rank and industry rank for EFG International AG's 5-Year Yield-on-Cost % or its related term are showing as below:
XSWX:EFGN'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 5.02 Med: 8.68 Max: 14.62
Current: 8.92
During the past 13 years, EFG International AG's highest Yield on Cost was 14.62. The lowest was 5.02. And the median was 8.68.
XSWX:EFGN's 5-Year Yield-on-Cost % is ranked better than 85.46% of 1252
companies
in the Banks industry
Industry Median: 3.875
vs XSWX:EFGN: 8.92
EFG International AG (XSWX:EFGN) 5-Year Yield-on-Cost % Explanation
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
EFG International AG 5-Year Yield-on-Cost % Related Terms
XSWX:EFGN vs JPM, BAC, WFC: 5-Year Yield-on-Cost % Comparison
For the Banks - Diversified subindustry, EFG International AG's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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 5-Year Yield-on-Cost % vs Banks Industry
For the Banks industry and Financial Services sector, EFG International AG's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where EFG International AG's 5-Year Yield-on-Cost % falls into.
EFG International AG 5-Year Yield-on-Cost % Calculation
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
EFG International AG (XSWX:EFGN) has a 5-Year Yield-on-Cost % of 8.92 as of Jul. 26, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on EFG International AG and its competitors. This is near median its historical median of 8.68. Over the past decade, EFG International AG's 5-Year Yield-on-Cost % has ranged from 5.02 to 14.62. According to the industry distribution chart, EFG International AG ranks #182 out of 1252 companies in the Banks industry, placing it in the top 14.5%.
Is EFG International AG's 5-Year Yield-on-Cost % too high?
EFG International AG's current 5-Year Yield-on-Cost % of 8.92 is near median its 10-year median of 8.68. Over the past 10 years, this metric has ranged from a low of 5.02 to a high of 14.62. The Banks industry median 5-Year Yield-on-Cost % is 3.88. EFG International AG's value of 8.92 is 130.2% above this industry median. Based on the distribution chart, EFG International AG ranks #182 out of 1252 companies in the Banks industry, which is in the top quartile — a strong position relative to peers. Overall, EFG International AG has a GF Score™ of 66/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does EFG International AG's 5-Year Yield-on-Cost % compare to JPM and BAC?
According to the Banks industry distribution chart, EFG International AG ranks #182 out of 1252 companies for 5-Year Yield-on-Cost %. This places EFG International AG in the top 15% of its industry — outperforming the majority of peers. The industry median 5-Year Yield-on-Cost % is 3.88. EFG International AG's value of 8.92 is 130.2% above this benchmark. Historically, EFG International AG's own 5-Year Yield-on-Cost % has ranged from 5.02 to 14.62 over the past decade. While the company's 10-year median is 8.68 vs. the industry median of 3.88, EFG International AG has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for a Banks company?
The median 5-Year Yield-on-Cost % among Banks companies is 3.88, based on 1,252 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. EFG International AG's current 5-Year Yield-on-Cost % of 8.92 is 130.2% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on EFG International AG and its competitors. For the Banks industry, the median 5-Year Yield-on-Cost % is 3.88 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. EFG International AG's current 5-Year Yield-on-Cost % is 8.92, which is near median its own 10-year median of 8.68. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is EFG International AG stock overvalued right now?
Based on GuruFocus' analysis, EFG International AG (XSWX:EFGN) is currently considered Fairly Valued. The stock's GF Value™ is CHF15.14, compared to a current price of CHF15.98 — trading 5.5% above its estimated fair value. The current 5-Year Yield-on-Cost % is 8.92, which is near median its 10-year median of 8.68 and 130.2% above the Banks industry median of 3.88. EFG International AG's overall GF Score™ is 66/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For EFG International AG (XSWX:EFGN), the current 5-Year Yield-on-Cost % is 8.92 as of Jul. 26, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is EFG International AG (XSWX:EFGN) Overvalued in 2026?
Based on GuruFocus' analysis, EFG International AG stock appears to be overvalued.
The current stock price of CHF15.98 is trading 5.5% above its estimated GF Value™ of CHF15.14.
GuruFocus considers EFG International AG to be Fairly Valued.
Key valuation signals for XSWX:EFGN:
5-Year Yield-on-Cost %: 8.92 (near median its 10-year median of 8.68)
GF Value™: CHF15.14 vs. price of CHF15.98 (5.5% above fair value)
Industry Position: 130.2% above the Banks median (#182 of 1252)
No single metric tells the full story. See the XSWX:EFGN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
EFG International AG is a private banking group offering private banking and asset management services, with operations spanning Europe, Asia Pacific, the Americas, and the Middle East. The company's business segments are split into: i) Private Banking and Wealth Management, which includes Switzerland & Italy, Continental Europe & Middle East, Asia Pacific, United Kingdom, and Americas, ii) Investment & Wealth Solutions, and iii) Global Markets & Treasury. The majority of its revenue is derived from the Switzerland & Italy division of the Private Banking and Wealth Management segment.
66GF Score
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5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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