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EFG International AG ADR
Buy, Hold or Sell?

Let's analyse EFG International AG ADR together

PenkeI guess you are interested in EFG International AG ADR. Buy, hold or sell? I don't know! However, I do recommend doing research before doing anything. I will help you with that.

I'm going to help you getting a better view of EFG International AG ADR. At the end you don't have to ask anyone for trading advice. You can make your own decision, with more confidence, the odds in your favor, backed by data.

You can find me behind Let's Analyse Together in the top-right of each section.

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Quick analysis of EFG International AG ADR (30 sec.)










What can you expect buying and holding a share of EFG International AG ADR? (30 sec.)

How much money do you get?

How much money do you get?
$1.75
When do you have the money?
1 year
How often do you get paid?
100.0%

What is your share worth?

Current worth
$135.92
Expected worth in 1 year
$650.91
How sure are you?
50.0%

+ What do you gain per year?

Total Gains per Share
$516.74
Return On Investment
4,727.7%

For what price can you sell your share?

Current Price per Share
$10.93
Expected price per share
$10.93 - $10.93
How sure are you?
50%

1. Valuation of EFG International AG ADR (5 min.)




Live pricePrice per Share (EOD)

$10.93

Intrinsic Value Per Share

$-125.65 - $-1.37

Total Value Per Share

$10.27 - $134.55

2. Growth of EFG International AG ADR (5 min.)




Is EFG International AG ADR growing?

Current yearPrevious yearGrowGrow %
How rich?$42.3b$2.2b$40b94.6%

How much money is EFG International AG ADR making?

Current yearPrevious yearGrowGrow %
Making money$334.9m$223.5m$111.3m33.2%
Net Profit Margin21.2%15.9%--

How much money comes from the company's main activities?

3. Financial Health of EFG International AG ADR (5 min.)




What can you expect buying and holding a share of EFG International AG ADR? (5 min.)

Welcome investor! EFG International AG ADR's management wants to use your money to grow the business. In return you get a share of EFG International AG ADR.

What can you expect buying and holding a share of EFG International AG ADR?

First you should know what it really means to hold a share of EFG International AG ADR. And how you can make/lose money.

Speculation

The Price per Share of EFG International AG ADR is $10.93. The market price reflects what other people think it is worth; not what it's really worth. Your job is to find out if the market price is fair, overpriced, or underpriced. I will help you with that.

If you buy blind, there is a 50% chance of making or losing money by selling the stock in the future. However, we can look at a few things to determine the odds in our favor:

  • The fundamentals: the financial health trends of EFG International AG ADR.
  • The technials: based on market psychology, we can make a calculated estimate of what the price will do in the future. We can do this through technical analysis. We can calculate the probabilities and the expected value (millionaire math). That's called speculation.
  • The book value: what is the market price compared to it's book value.

Investing

If you really want to invest in EFG International AG ADR, you will have to let go of the thought of selling in the future. If you have to sell the share for less than you bought it, it can still be a good investment. Focus on what it means to hold the stock forever:

  • You own a part of the company. The equity of this part can grow or shrink. The current Book Value per Share is $135.92. Based on the TTM, the Book Value Change Per Share is $128.75 per quarter. Based on the YOY, the Book Value Change Per Share is $-138.36 per quarter.
  • You may receive quarterly/yearly dividend in the form of additional shares.
  • You may receive quarterly/yearly dividend in the form of cash. Based on the TTM the Dividend per Share is $0.44 per quarter.
Based on historical numbers we can estimate the returns while holding a share of EFG International AG ADR.

How much money are you going to get?

 MRQTTMYOY5Y10Y
 $% of Price per Share$% of Price per Share$% of Price per Share$% of Price per Share$% of Price per Share
Usd Eps1.079.8%1.079.8%0.635.8%0.625.7%0.423.9%
Usd Book Value Change Per Share128.751,177.9%128.751,177.9%-138.36-1,265.8%26.01237.9%13.19120.7%
Usd Dividend Per Share0.444.0%0.444.0%0.343.2%0.333.0%0.252.2%
Usd Total Gains Per Share129.191,181.9%129.191,181.9%-138.01-1,262.7%26.33240.9%13.44122.9%
Usd Price Per Share10.93-10.93-7.33-7.77-5.99-
Price to Earnings Ratio10.17-10.17-11.60-13.67-7.48-
Price-to-Total Gains Ratio0.08-0.08--0.05--0.17--35.00-
Price to Book Ratio0.08-0.08-1.02-0.25-0.56-
Price-to-Total Gains Ratio0.08-0.08--0.05--0.17--35.00-

When do you get the money?

Usd Investment
$.00
Usd Price Per Share10.93
Number of shares91
Gains per QuarterTrailing 12 Months5 Year
Usd Dividend Per Share0.440.33
Usd Book Value Change Per Share128.7526.01
Usd Total Gains Per Share129.1926.33
Gains per Quarter (91 shares)11,755.882,396.21
Gains per Year (91 shares)47,023.529,584.84
YearsReturn on Investment (TTM)Return on Investment (5Y)
 DividendBook Value gainTotal gainsDividendBook Value gainTotal gains
Broker costs---10---10
1160468644701411994669575
231993728940382371893219160
34791405921410623562839828745
46391874551880864753786538330
57982343192351105944733147915
69582811832821347125679757500
711183280473291588316626367085
812773749113761829507572976670
9143742177542320610688519586255
10159746863947023011879466195840

How sure are you?

Based on the past periods, how sure are you to get value out of your investment.

Linear %
 Trailing 12 Months3Y5 Year10 YearALLTIME
  % % % % %
Earnings Per Share1.00.00.0100.0%3.00.00.0100.0%5.00.00.0100.0%9.01.00.090.0%16.03.00.084.2%
Book Value Change Per Share1.00.00.0100.0%2.01.00.066.7%3.02.00.060.0%5.05.00.050.0%9.010.00.047.4%
Dividend per Share1.00.00.0100.0%3.00.00.0100.0%5.00.00.0100.0%10.00.00.0100.0%18.00.01.094.7%
Total Gains per Share1.00.00.0100.0%2.01.00.066.7%3.02.00.060.0%5.05.00.050.0%10.09.00.052.6%

Fundamentals of EFG International AG ADR

About EFG International AG ADR

EFG International AG, together with its subsidiaries, provides private banking, wealth management, and asset management services. It offers investment solutions, including discretionary mandates, structured products, trading services, and Islamic solutions; wealth planning and trust services; credit and financing services, such as Islamic, property, and investment financing; and eBanking services, including mobile banking and security services. The company also provides other banking services consisting of custody, foreign exchange and treasury, and trading services, as well as accounts and cards, and metals; and supports independent asset managers to set up private label funds. It operates in Europe, Asia Pacific, the Americas, and the Middle East. EFG International AG was founded in 1995 and is headquartered in Zurich, Switzerland.

Fundamental data was last updated by Penke on 2024-03-09 02:35:04.

Financial Health

Profitability Details
 Compared to previous yearCompared to industry
The company is making a huge profit.
Using its assets, the company is inefficient in making profit.
Using its investors money, the company is less efficient in making profit.
Operating Efficiency Details
 Compared to previous yearCompared to industry
The company is operating efficient.
The company is efficient in keeping operating costs low.
Liquidity Details
 Compared to previous yearCompared to industry
The company is unable to pay all its short-term debts.
The company is just not able to pay all its short-term debts with the most liquid assets.
Solvency Details
 Compared to previous yearCompared to industry
The company is very able to pay all its debts by selling its assets.
The company is very able to pay all its debts with equity.

Valuation

Valuation Details
 Compared to previous yearCompared to industry
Based on the equity, the company is cheap.
Based on the earnings, the company is underpriced.
Based on how much money comes from the company's main activities, the company is expensive.

1.1. Profitability of EFG International AG ADR.

1.1. Profitability
1.1.1. Net Profit Margin

Measures how much net profit EFG International AG ADR earns for each $1 of revenue.

  • Above 10% is considered healthy but always compare EFG International AG ADR to the Banks - Diversified industry mean.
  • A Net Profit Margin of 21.2% means that $0.21 for each $1 in revenue is generated as profit.

Let's take a look of the Net Profit Margin trends of EFG International AG ADR:

  • The MRQ is 21.2%. The company is making a huge profit. +2
  • The TTM is 21.2%. The company is making a huge profit. +2
Trends
Current periodCompared to+/- 
MRQ21.2%TTM21.2%0.0%
TTM21.2%YOY15.9%+5.3%
TTM21.2%5Y14.4%+6.8%
5Y14.4%10Y13.6%+0.7%
1.1.2. Return on Assets

Shows how efficient EFG International AG ADR is using its assets to generate profit.

  • Above 5% is considered healthy but always compare EFG International AG ADR to the Banks - Diversified industry mean.
  • 0.8% Return on Assets means that EFG International AG ADR generated $0.01 profit for each $1 in assets.

Let's take a look of the Return on Assets trends of EFG International AG ADR:

  • The MRQ is 0.8%. Using its assets, the company is inefficient in making profit. -1
  • The TTM is 0.8%. Using its assets, the company is inefficient in making profit. -1
Trends
Current periodCompared to+/- 
MRQ0.8%TTM0.8%0.0%
TTM0.8%YOY0.5%+0.3%
TTM0.8%5Y0.5%+0.3%
5Y0.5%10Y0.4%+0.1%
1.1.3. Return on Equity

Shows how efficient EFG International AG ADR is using its investors money to generate profit.

  • Above 15%-20% is considered healthy but always compare EFG International AG ADR to the Banks - Diversified industry mean.
  • 13.7% Return on Equity means EFG International AG ADR generated $0.14 for each $1 the owners (shareholders) invested.

Let's take a look of the Return on Equity trends of EFG International AG ADR:

  • The MRQ is 13.7%. Using its investors money, the company is less efficient in making profit.
  • The TTM is 13.7%. Using its investors money, the company is less efficient in making profit.
Trends
Current periodCompared to+/- 
MRQ13.7%TTM13.7%0.0%
TTM13.7%YOY9.8%+3.9%
TTM13.7%5Y9.0%+4.7%
5Y9.0%10Y7.1%+1.8%

1.2. Operating Efficiency of EFG International AG ADR.

1.2. Operating Efficiency
1.2.1. Operating Margin

Measures how efficient EFG International AG ADR is operating .

  • Measures how much profit EFG International AG ADR makes for each $1 of sales after paying variable costs (production costs, wages, etc) but before taxes.
  • Above 15% is considered healthy but always compare EFG International AG ADR to the Banks - Diversified industry mean.
  • An Operating Margin of 23.3% means the company generated $0.23  for each $1 in revenue (before taxes).

Let's take a look of the Operating Margin trends of EFG International AG ADR:

  • The MRQ is 23.3%. The company is operating efficient. +1
  • The TTM is 23.3%. The company is operating efficient. +1
Trends
Current periodCompared to+/- 
MRQ23.3%TTM23.3%0.0%
TTM23.3%YOY40.7%-17.4%
TTM23.3%5Y21.2%+2.1%
5Y21.2%10Y31.5%-10.3%
1.2.2. Operating Ratio

Measures how efficient EFG International AG ADR is keeping operating costs low.

  • Below 1 is considered healthy (always compare to Banks - Diversified industry mean).
  • An Operation Ratio of 0.74 means that the operating costs are $0.74 for each $1 in net sales.

Let's take a look of the Operating Ratio trends of EFG International AG ADR:

  • The MRQ is 0.745. The company is efficient in keeping operating costs low. +1
  • The TTM is 0.745. The company is efficient in keeping operating costs low. +1
Trends
Current periodCompared to+/- 
MRQ0.745TTM0.7450.000
TTM0.745YOY0.766-0.021
TTM0.7455Y0.804-0.059
5Y0.80410Y0.847-0.043

1.3. Liquidity of EFG International AG ADR.

1.3. Liquidity
1.3.1. Current Ratio

Measures if EFG International AG ADR is able to pay off Short-term Debt.

  • Above 1.5 is considered healthy (always compare to Banks - Diversified industry mean).
  • A Current Ratio of 0.51 means the company has $0.51 in assets for each $1 in short-term debts.

Let's take a look of the Current Ratio trends of EFG International AG ADR:

  • The MRQ is 0.506. The company is unable to pay all its short-term debts. -2
  • The TTM is 0.506. The company is unable to pay all its short-term debts. -2
Trends
Current periodCompared to+/- 
MRQ0.506TTM0.5060.000
TTM0.506YOY0.578-0.071
TTM0.5065Y0.489+0.017
5Y0.48910Y0.432+0.056
1.3.2. Quick Ratio

Measures if EFG International AG ADR is able to pay off Short-term Debt but only using the most liquid assets.

  • Above 1 is considered healthy but always compare EFG International AG ADR to the Banks - Diversified industry mean.
  • A Quick Ratio of 0.51 means the company can pay off $0.51 for each $1 in debt (using most liquid assets).

Let's take a look of the Quick Ratio trends of EFG International AG ADR:

  • The MRQ is 0.506. The company is just not able to pay all its short-term debts with the most liquid assets. -1
  • The TTM is 0.506. The company is just not able to pay all its short-term debts with the most liquid assets. -1
Trends
Current periodCompared to+/- 
MRQ0.506TTM0.5060.000
TTM0.506YOY0.578-0.071
TTM0.5065Y0.489+0.017
5Y0.48910Y0.432+0.056

1.4. Solvency of EFG International AG ADR.

1.3. Liquidity
1.4.1. Debt to Asset Ratio

Measures how much % of EFG International AG ADR assets are financed with debt.

  • Below 1 (100%) is considered healthy but always compare EFG International AG ADR to Banks - Diversified industry mean.
  • A Debt to Asset Ratio of 0.01 means that EFG International AG ADR assets are financed with 0.6% credit (debt) and the remaining percentage (100% - 0.6%) is financed by its owners/shareholders. 

Let's take a look of the Debt to Asset Ratio trends of EFG International AG ADR:

  • The MRQ is 0.006. The company is very able to pay all its debts by selling its assets. +2
  • The TTM is 0.006. The company is very able to pay all its debts by selling its assets. +2
Trends
Current periodCompared to+/- 
MRQ0.006TTM0.0060.000
TTM0.006YOY0.953-0.946
TTM0.0065Y0.200-0.194
5Y0.20010Y0.578-0.378
1.4.2. Debt to Equity Ratio

Measures if EFG International AG ADR is able to pay off its debts by using shareholders equity.

  • Below 2 is considered healthy but always compare EFG International AG ADR to the Banks - Diversified industry mean.
  • A Debt to Equity ratio of 10.8% means that company has $0.11 debt for each $1 in shareholders equity.

Let's take a look of the Debt to Equity Ratio trends of EFG International AG ADR:

  • The MRQ is 0.108. The company is very able to pay all its debts with equity. +2
  • The TTM is 0.108. The company is very able to pay all its debts with equity. +2
Trends
Current periodCompared to+/- 
MRQ0.108TTM0.1080.000
TTM0.108YOY20.089-19.981
TTM0.1085Y4.223-4.116
5Y4.22310Y13.021-8.797

2. Market Valuation of EFG International AG ADR

2.1. Earnings Per Share
2.1. Price to Earnings Ratio

Measures how much money you pay for each share for every $1 in earnings EFG International AG ADR generates.

  • Above 15 is considered overpriced but always compare EFG International AG ADR to the Banks - Diversified industry mean.
  • A PE ratio of 10.17 means the investor is paying $10.17 for every $1 in earnings.

Let's take a look of the Price to Earnings Ratio trends of EFG International AG ADR:

  • The EOD is 10.170. Based on the earnings, the company is underpriced. +1
  • The MRQ is 10.170. Based on the earnings, the company is underpriced. +1
  • The TTM is 10.170. Based on the earnings, the company is underpriced. +1
Trends
Current periodCompared to+/- 
EOD10.170MRQ10.1700.000
MRQ10.170TTM10.1700.000
TTM10.170YOY11.603-1.432
TTM10.1705Y13.668-3.498
5Y13.66810Y7.481+6.187
2.2. Price To Free Cash Flow Ratio

Let's take a look of the Price To Free Cash Flow Ratio trends of EFG International AG ADR:

  • The EOD is -1.276. Based on how much money comes from the company's main activities, the company is expensive. -2
  • The MRQ is -1.276. Based on how much money comes from the company's main activities, the company is expensive. -2
  • The TTM is -1.276. Based on how much money comes from the company's main activities, the company is expensive. -2
Trends
Current periodCompared to+/- 
EOD-1.276MRQ-1.2760.000
MRQ-1.276TTM-1.2760.000
TTM-1.276YOY0.763-2.039
TTM-1.2765Y3.023-4.298
5Y3.02310Y-9.005+12.027
2. Book Value per Share
2.3. Price to Book Ratio

Measures if the stock price of EFG International AG ADR is to cheap or to expensive compared to its book value.

  • At or below 1 is considered healthy (always compare to Banks - Diversified industry mean).
  • A PB ratio of 0.08 means the investor is paying $0.08 for each $1 in book value.

Let's take a look of the Price to Book Ratio trends of EFG International AG ADR:

  • The EOD is 0.080. Based on the equity, the company is cheap. +2
  • The MRQ is 0.080. Based on the equity, the company is cheap. +2
  • The TTM is 0.080. Based on the equity, the company is cheap. +2
Trends
Current periodCompared to+/- 
EOD0.080MRQ0.0800.000
MRQ0.080TTM0.0800.000
TTM0.080YOY1.022-0.941
TTM0.0805Y0.249-0.169
5Y0.24910Y0.559-0.310
2. Total Gains per Share

3. Summary

3.1. Key Performance Indicators

The key performance indicators of EFG International AG ADR compared to the Most Recent Quarter (MRQ).

 End of day+/-Most Recent QuarterTrailing 12 Months+/-Year-Over-Year+/-5 Year+/-10 Year+/-
Book Value Change Per Share--128.747128.7470%-138.357+207%26.006+395%13.193+876%
Book Value Per Share--135.920135.9200%7.173+1795%115.224+18%60.445+125%
Current Ratio--0.5060.5060%0.578-12%0.489+4%0.432+17%
Debt To Asset Ratio--0.0060.0060%0.953-99%0.200-97%0.578-99%
Debt To Equity Ratio--0.1080.1080%20.089-99%4.223-97%13.021-99%
Dividend Per Share--0.4390.4390%0.345+27%0.326+34%0.245+79%
Eps--1.0751.0750%0.632+70%0.621+73%0.424+153%
Free Cash Flow Per Share---8.568-8.5680%9.607-189%1.667-614%1.636-624%
Free Cash Flow To Equity Per Share---9.420-9.4200%8.247-214%0.884-1165%2.363-499%
Gross Profit Margin--0.9570.9570%0.944+1%0.932+3%0.933+3%
Intrinsic Value_10Y_max---1.367--------
Intrinsic Value_10Y_min---125.654--------
Intrinsic Value_1Y_max--1.325--------
Intrinsic Value_1Y_min---1.971--------
Intrinsic Value_3Y_max--2.868--------
Intrinsic Value_3Y_min---15.156--------
Intrinsic Value_5Y_max--3.066--------
Intrinsic Value_5Y_min---38.360--------
Market Cap3334994477.440-2%3406531240.0003406531240.0000%2331533730.000+46%2430576420.000+40%1856656772.816+83%
Net Profit Margin--0.2120.2120%0.159+33%0.144+48%0.136+55%
Operating Margin--0.2330.2330%0.407-43%0.212+10%0.315-26%
Operating Ratio--0.7450.7450%0.766-3%0.804-7%0.847-12%
Pb Ratio0.0800%0.0800.0800%1.022-92%0.249-68%0.559-86%
Pe Ratio10.1700%10.17010.1700%11.603-12%13.668-26%7.481+36%
Price Per Share10.9300%10.93010.9300%7.330+49%7.768+41%5.986+83%
Price To Free Cash Flow Ratio-1.2760%-1.276-1.2760%0.763-267%3.023-142%-9.005+606%
Price To Total Gains Ratio0.0850%0.0850.0850%-0.053+163%-0.168+299%-35.001+41469%
Quick Ratio--0.5060.5060%0.578-12%0.489+4%0.432+17%
Return On Assets--0.0080.0080%0.005+69%0.005+74%0.004+122%
Return On Equity--0.1370.1370%0.098+39%0.090+52%0.071+92%
Total Gains Per Share--129.185129.1850%-138.012+207%26.332+391%13.438+861%
Usd Book Value--42361820430.00042361820430.0000%2281536910.000+1757%35899568464.000+18%18814466063.000+125%
Usd Book Value Change Per Share--128.747128.7470%-138.357+207%26.006+395%13.193+876%
Usd Book Value Per Share--135.920135.9200%7.173+1795%115.224+18%60.445+125%
Usd Dividend Per Share--0.4390.4390%0.345+27%0.326+34%0.245+79%
Usd Eps--1.0751.0750%0.632+70%0.621+73%0.424+153%
Usd Free Cash Flow---2670300000.000-2670300000.0000%3055800000.000-187%534380000.000-600%511970000.000-622%
Usd Free Cash Flow Per Share---8.568-8.5680%9.607-189%1.667-614%1.636-624%
Usd Free Cash Flow To Equity Per Share---9.420-9.4200%8.247-214%0.884-1165%2.363-499%
Usd Market Cap3334994477.440-2%3406531240.0003406531240.0000%2331533730.000+46%2430576420.000+40%1856656772.816+83%
Usd Price Per Share10.9300%10.93010.9300%7.330+49%7.768+41%5.986+83%
Usd Profit--334945040.000334945040.0000%223591280.000+50%203463646.000+65%153464924.000+118%
Usd Revenue--1580604760.0001580604760.0000%1407719210.000+12%1382134358.000+14%1180018446.000+34%
Usd Total Gains Per Share--129.185129.1850%-138.012+207%26.332+391%13.438+861%
 EOD+0 -2MRQTTM+0 -0YOY+27 -95Y+30 -610Y+27 -9

3.2. Fundamental Score

Let's check the fundamental score of EFG International AG ADR based on Penke's default stock scanner.

Penke's Stock Scanner

  
  
IndicatorConditionValue
Price to Earnings Ratio (EOD)Between0-1510.170
Price to Book Ratio (EOD)Between0-10.080
Net Profit Margin (MRQ)Greater than00.212
Operating Margin (MRQ)Greater than00.233
Quick Ratio (MRQ)Greater than10.506
Current Ratio (MRQ)Greater than10.506
Debt to Asset Ratio (MRQ)Less than10.006
Debt to Equity Ratio (MRQ)Less than10.108
Return on Equity (MRQ)Greater than0.150.137
Return on Assets (MRQ)Greater than0.050.008
Total6/10 (60.0%)

3.3. Technical Score

Let's check the technical score of EFG International AG ADR based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5099.976
Ma 20Greater thanMa 5010.930
Ma 50Greater thanMa 10010.930
Ma 100Greater thanMa 20010.930
OpenGreater thanClose10.930
Total2/5 (40.0%)



Latest Balance Sheet

Balance Sheet of 2023-12-31. Currency in CHF. All numbers in thousands.

Summary
Total Assets38,585,900
Total Liabilities239,000
Total Stockholder Equity2,217,100
 As reported
Total Liabilities 239,000
Total Stockholder Equity+ 2,217,100
Total Assets = 38,585,900

Assets

Total Assets38,585,900
Total Current Assets6,688,000
Long-term Assets13,734,000
Total Current Assets
Cash And Cash Equivalents 6,663,800
Net Receivables 24,200
Inventory -8,819,800
Other Current Assets 8,819,800
Total Current Assets  (as reported)6,688,000
Total Current Assets  (calculated)6,688,000
+/-0
Long-term Assets
Property Plant Equipment 299,900
Goodwill 42,800
Long Term Investments 13,230,600
Intangible Assets 160,700
Long-term Assets Other -73,900
Long-term Assets  (as reported)13,734,000
Long-term Assets  (calculated)13,660,100
+/- 73,900

Liabilities & Shareholders' Equity

Total Current Liabilities13,213,500
Long-term Liabilities239,000
Total Stockholder Equity2,217,100
Total Current Liabilities
Short-term Debt 979,200
Accounts payable 22,400
Other Current Liabilities 12,211,900
Total Current Liabilities  (as reported)13,213,500
Total Current Liabilities  (calculated)13,213,500
+/-0
Long-term Liabilities
Long-term Liabilities  (as reported)239,000
Long-term Liabilities  (calculated)0
+/- 239,000
Total Stockholder Equity
Common Stock156,100
Retained Earnings -164,900
Accumulated Other Comprehensive Income -52,800
Other Stockholders Equity 2,278,700
Total Stockholder Equity (as reported)2,217,100
Total Stockholder Equity (calculated)2,217,100
+/-0
Other
Capital Stock156,100
Cash and Short Term Investments 6,663,800
Common Stock Shares Outstanding 311,668
Liabilities and Stockholders Equity 38,585,900
Net Debt -6,424,800
Net Invested Capital 2,259,700
Property Plant and Equipment Gross 299,900
Short Long Term Debt Total 239,000



Balance Sheet

Currency in CHF. All numbers in thousands.

 Trend2023-12-312022-12-312021-12-312020-12-312019-12-312018-12-312017-12-312016-12-312015-12-312014-12-312013-12-312012-12-312011-12-312010-12-312009-12-312008-12-312007-12-312006-12-312005-12-312004-12-312003-12-31
> Total Assets 
3,281,843
4,530,530
10,827,079
15,888,422
18,034,400
18,799,200
20,564,400
20,870,400
21,016,300
23,521,600
21,693,800
25,325,300
26,776,900
42,296,000
41,585,600
40,132,100
40,984,800
40,637,200
42,143,000
43,538,100
38,585,900
38,585,90043,538,10042,143,00040,637,20040,984,80040,132,10041,585,60042,296,00026,776,90025,325,30021,693,80023,521,60021,016,30020,870,40020,564,40018,799,20018,034,40015,888,42210,827,0794,530,5303,281,843
   > Total Current Assets 
935,967
1,779,061
8,400,822
16,971,107
15,097,400
3,845,800
3,512,400
2,866,700
3,286,200
4,812,000
2,833,400
4,620,900
6,623,200
11,372,600
11,682,200
10,185,500
10,853,200
11,339,000
12,113,300
11,254,500
6,688,000
6,688,00011,254,50012,113,30011,339,00010,853,20010,185,50011,682,20011,372,6006,623,2004,620,9002,833,4004,812,0003,286,2002,866,7003,512,4003,845,80015,097,40016,971,1078,400,8221,779,061935,967
       Cash And Cash Equivalents 
44,967
8,999
42,888
5,386,807
3,574,700
3,845,800
3,512,400
2,866,700
3,286,200
4,404,600
2,792,200
4,586,100
6,587,400
11,095,100
11,581,200
10,071,900
10,722,900
11,302,300
12,081,000
11,230,300
6,663,800
6,663,80011,230,30012,081,00011,302,30010,722,90010,071,90011,581,20011,095,1006,587,4004,586,1002,792,2004,404,6003,286,2002,866,7003,512,4003,845,8003,574,7005,386,80742,8888,99944,967
       Net Receivables 
891,000
1,770,062
8,357,934
11,584,300
11,522,700
0
0
0
0
407,400
41,200
34,800
35,800
277,500
101,000
113,600
130,300
36,700
32,300
24,200
24,200
24,20024,20032,30036,700130,300113,600101,000277,50035,80034,80041,200407,400000011,522,70011,584,3008,357,9341,770,062891,000
       Other Current Assets 
0
0
0
0
0
0
0
0
0
0
842,100
1,072,173
4,856,500
8,929,100
9,652,800
7,154,900
11,769,700
12,197,800
12,746,900
14,443,200
8,819,800
8,819,80014,443,20012,746,90012,197,80011,769,7007,154,9009,652,8008,929,1004,856,5001,072,173842,1000000000000
   > Long-term Assets 
653,715
527,258
2,417,900
4,032,533
6,115,400
6,464,000
6,699,300
5,761,400
7,963,900
4,170,300
4,818,700
5,567,800
6,982,900
9,121,500
9,313,000
9,947,900
9,538,900
8,967,700
9,887,600
13,839,500
13,734,000
13,734,00013,839,5009,887,6008,967,7009,538,9009,947,9009,313,0009,121,5006,982,9005,567,8004,818,7004,170,3007,963,9005,761,4006,699,3006,464,0006,115,4004,032,5332,417,900527,258653,715
       Property Plant Equipment 
40,353
38,492
29,819
34,745
44,800
57,100
56,000
47,500
38,200
33,000
22,500
21,100
21,600
253,700
255,000
202,100
282,100
335,200
334,600
311,700
299,900
299,900311,700334,600335,200282,100202,100255,000253,70021,60021,10022,50033,00038,20047,50056,00057,10044,80034,74529,81938,49240,353
       Goodwill 
0
0
333,641
750,895
-21,000
1,270,200
1,070,900
-374,600
0
235,700
228,200
235,100
228,200
40,500
47,000
44,700
70,500
69,700
48,800
46,400
42,800
42,80046,40048,80069,70070,50044,70047,00040,500228,200235,100228,200235,7000-374,6001,070,9001,270,200-21,000750,895333,64100
       Long Term Investments 
0
0
0
0
0
0
0
0
0
0
5,446,100
2,073,942
5,616,300
10,602,700
9,580,700
10,265,700
9,971,800
9,266,800
9,323,700
13,288,700
13,230,600
13,230,60013,288,7009,323,7009,266,8009,971,80010,265,7009,580,70010,602,7005,616,3002,073,9425,446,1000000000000
       Intangible Assets 
83,280
122,100
17,612
158,992
1,212,400
492,800
420,400
953,400
0
58,900
38,700
39,800
43,500
151,200
155,800
155,900
188,400
190,700
180,500
192,700
160,700
160,700192,700180,500190,700188,400155,900155,800151,20043,50039,80038,70058,9000953,400420,400492,8001,212,400158,99217,612122,10083,280
       Other Assets 
1,692,161
2,224,211
8,357
-5,115,218
-3,178,400
8,489,400
10,352,700
12,242,300
9,766,200
14,539,300
14,041,700
15,136,600
13,170,800
21,801,900
20,590,400
19,998,700
20,592,700
20,330,500
20,142,100
18,444,100
18,163,900
18,163,90018,444,10020,142,10020,330,50020,592,70019,998,70020,590,40021,801,90013,170,80015,136,60014,041,70014,539,3009,766,20012,242,30010,352,7008,489,400-3,178,400-5,115,2188,3572,224,2111,692,161
> Total Liabilities 
3,073,953
3,792,272
8,744,727
13,583,909
15,597,500
16,636,800
18,411,700
19,594,500
20,029,400
22,309,500
20,592,100
24,169,000
25,667,400
40,062,100
39,885,700
38,504,400
614,400
602,000
475,200
41,472,800
239,000
239,00041,472,800475,200602,000614,40038,504,40039,885,70040,062,10025,667,40024,169,00020,592,10022,309,50020,029,40019,594,50018,411,70016,636,80015,597,50013,583,9098,744,7273,792,2723,073,953
   > Total Current Liabilities 
0
0
239,569
483,400
585,100
0
0
0
0
0
17,334,600
7,448,391
21,147,400
34,390,400
37,291,400
33,750,600
24,193,500
25,153,400
26,317,400
19,486,800
13,213,500
13,213,50019,486,80026,317,40025,153,40024,193,50033,750,60037,291,40034,390,40021,147,4007,448,39117,334,60000000585,100483,400239,56900
       Short-term Debt 
0
0
0
0
0
0
0
0
0
0
1,080,100
82,145
0
0
0
0
5,195,200
484,100
591,200
957,300
979,200
979,200957,300591,200484,1005,195,200000082,1451,080,1000000000000
       Short Long Term Debt 
0
0
0
0
0
0
0
0
0
0
1,080,100
82,145
228,900
460,800
428,200
40,800
400,200
0
0
0
0
0000400,20040,800428,200460,800228,90082,1451,080,1000000000000
       Accounts payable 
0
0
0
0
0
0
0
0
0
0
16,443,800
6,985,701
19,863,500
32,746,900
32,298,000
30,065,500
97,900
105,600
51,200
25,800
22,400
22,40025,80051,200105,60097,90030,065,50032,298,00032,746,90019,863,5006,985,70116,443,8000000000000
       Other Current Liabilities 
0
0
239,569
483,400
585,100
0
0
0
0
0
50,000
31,119
47,200
72,300
3,604,700
2,148,500
18,900,400
24,563,700
25,675,000
18,503,700
12,211,900
12,211,90018,503,70025,675,00024,563,70018,900,4002,148,5003,604,70072,30047,20031,11950,00000000585,100483,400239,56900
   > Long-term Liabilities 
0
0
179,461
153,390
158,000
0
0
0
0
22,309,500
20,592,100
24,169,000
25,667,400
40,062,100
39,885,700
38,504,400
614,400
602,000
475,200
41,472,800
239,000
239,00041,472,800475,200602,000614,40038,504,40039,885,70040,062,10025,667,40024,169,00020,592,10022,309,5000000158,000153,390179,46100
       Other Liabilities 
0
0
0
0
0
0
0
0
0
0
3,012,400
1,404,177
3,898,700
5,420,700
2,206,100
4,174,100
4,281,500
5,575,200
5,166,700
4,578,100
0
04,578,1005,166,7005,575,2004,281,5004,174,1002,206,1005,420,7003,898,7001,404,1773,012,4000000000000
> Total Stockholder Equity
207,890
738,258
2,082,352
2,304,513
2,436,900
2,162,400
2,152,700
1,275,900
986,900
1,212,100
1,101,700
1,156,300
1,109,500
2,233,900
1,699,900
1,627,700
1,726,700
1,701,200
2,248,900
2,064,500
2,217,100
2,217,1002,064,5002,248,9001,701,2001,726,7001,627,7001,699,9002,233,9001,109,5001,156,3001,101,7001,212,100986,9001,275,9002,152,7002,162,4002,436,9002,304,5132,082,352738,258207,890
   Common Stock
56,410
61,285
79,263
73,335
78,400
73,400
73,300
73,100
73,100
73,300
73,900
75,300
75,900
143,700
144,900
147,000
148,600
149,100
152,000
154,700
156,100
156,100154,700152,000149,100148,600147,000144,900143,70075,90075,30073,90073,30073,10073,10073,30073,40078,40073,33579,26361,28556,410
   Retained Earnings 
33,167
43,059
120,682
344,700
578,300
719,600
762,000
6,400
-318,300
-225,000
-161,600
-90,500
-59,100
244,900
-598,400
-600,600
-563,900
-543,900
-407,200
-314,300
-164,900
-164,900-314,300-407,200-543,900-563,900-600,600-598,400244,900-59,100-90,500-161,600-225,000-318,3006,400762,000719,600578,300344,700120,68243,05933,167
   Capital Surplus 000000000000000000000
   Treasury Stock000000000000000000000
   Other Stockholders Equity 
118,313
633,914
1,882,407
1,880,478
1,780,200
1,363,400
1,311,400
1,196,400
1,232,100
1,359,800
1,189,200
1,171,300
1,092,500
1,845,100
2,153,200
2,081,100
1,855,800
1,857,000
2,365,700
2,224,100
2,278,700
2,278,7002,224,1002,365,7001,857,0001,855,8002,081,1002,153,2001,845,1001,092,5001,171,3001,189,2001,359,8001,232,1001,196,4001,311,4001,363,4001,780,2001,880,4781,882,407633,914118,313



Balance Sheet

Currency in CHF. All numbers in thousands.




Cash Flow

Currency in USD. All numbers in thousands.




Income Statement

Currency in CHF. All numbers in thousands.


Latest Income Statement (annual, 2023-12-31)

Gross Profit (+$)
totalRevenue1,430,800
Cost of Revenue--
Gross Profit1,430,8001,430,800
 
Operating Income (+$)
Gross Profit1,430,800
Operating Expense-1,065,400
Operating Income333,200365,400
 
Operating Expense (+$)
Research Development-
Selling General Administrative152,300
Selling And Marketing Expenses13,000
Operating Expense1,065,400165,300
 
Net Interest Income (+$)
Interest Income1,389,400
Interest Expense-877,400
Other Finance Cost-0
Net Interest Income512,000
 
Pretax Income (+$)
Operating Income333,200
Net Interest Income512,000
Other Non-Operating Income Expenses-
Income Before Tax (EBT)333,2000
EBIT - interestExpense = -544,200
333,200
1,180,600
Interest Expense877,400
Earnings Before Interest and Taxes (EBIT)333,2001,210,600
Earnings Before Interest and Taxes (EBITDA)411,800
 
After tax Income (+$)
Income Before Tax333,200
Tax Provision-30,000
Net Income From Continuing Ops303,200303,200
Net Income303,200
Net Income Applicable To Common Shares-
 
Non-recurring Events
Discontinued Operations-
Extraordinary Items-
Effect of Accounting Charges-
Other Items-
Non Recurring-
Other Operating Expenses1,065,400
Total Other Income/Expenses Net333,200-512,000
 

Technical Analysis of EFG International AG ADR
The psychology behind the price

Technical indicators reflecting market sentiment and the collective psychology of you and other traders. Your emotions and other traders' emotions, such as fear and greed, play a significant role in driving price movements.

General trend

First of all, I'm going to put something in the back of your mind. One of the most stable factors that gives you more confidence as a trader: the general trend of EFG International AG ADR. The general trend of EFG International AG ADR is BEARISH with 28.6% confidence. It is very important for your mental being to use each indicator with this in mind. But beware, also the general trend flips once in a while! You can use moving averages to determine EFG International AG ADR's overall trend. For convenience I use the most commonly used moving averages: 20, 50, 100 & 200. Of course you can use other moving averages or other indicators to determine the trend.

Indicator phases

Some of the indicators I use have 3 zones: overbought, oversold and neutral. Transitions between these zones (market phases) provide valuable trading signals and insights. Expecially with the general trend mind, I use the highlighted phases:

Indicator zone transitionsBullish trend (-28.6%) Bearish trend (28.6%)
Overbought to neutralBullish pullback=Bearish reversal
Upper to lower neutralBullish correction=Bearish continuation
Nuetral to oversoldOversold=Oversold
Oversold to neutralBullish reversal=Bearish correction
Lower to upper neutralBullish continuation=Bearish pullback
Nuetral to overboughtOverbought=Overbought

1. Price Targets

1.1 Support & Resistance

Support and resistance are levels on a price chart that act as barriers or zones where the price of an asset tends to stop, reverse, or experience a significant amount of buying or selling pressure.

Support is a price level at which demand for an asset is strong enough to prevent the price from falling further.
Resistance is a price level at which selling pressure becomes significant enough to prevent the price of an asset from rising further.


Score

Let's take a look at the Support & Resistance of EFG International AG ADR.

The long score for the Support & Resistance is 1/1.
The longshort score for the Support & Resistance is 1/(-1 +1).

  • Around support: The price is currently trading around a support level. This can be considered as a potential entry level. +1

The bullish price targets are: 10.93 < 10.93 < 10.93.

The bearish price targets are: 10.93 > 10.93 > 10.93.

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EFG International AG ADR Daily Support & Resistance Chart

2. Trend Indicators

2.1 Moving Averages

Shows the moving average of the selected period.

  • Moving averages are lagging trend indicators.
  • There are many types of moving averages.
  • Moving averages are also used within other indicators.

Score

Let's take a look at the Moving Averages of EFG International AG ADR. The current mas is .

The long score for the Moving Averages is 5/14.
The longshort score for the Moving Averages is -4/(-14 +14).

  • MA 20 trending down: The MA 20 is trending down. -1
  • Close < MA 20: The price is below the MA 20. -1
  • MA 20 < MA 50: The MA 20 is lower than the MA 50. -1
  • MA 20 < MA 100: The MA 20 is lower than the MA 100. -1
  • MA 20 > MA 200: The MA 20 is higher than the MA 200. +1
  • MA 50 trending down: The MA 50 is trending down. -1
  • Close < MA 50: The price is below the MA 50. -1
  • MA 50 < MA 100: The MA 50 is lower than the MA 100. -1
  • MA 50 > MA 200: The MA 50 is higher than the MA 200. +1
  • MA 100 trending down: The MA 100 is trending down. -1
  • Close < MA 100: The price is below the MA 100. -1
  • MA 100 > MA 200: The MA 100 is higher than the MA 200. +1
  • MA 200 trending up: The MA 200 is trending up. +1
  • Close > MA 200: The price is above the MA 200. +1

Directionalities and relatives.

Moving AverageAmount of candlesTrendPrice +/-vs. MA 50vs. MA 100vs. MA 200
MA 2020
MA 5050-
MA 100100--
MA 200200---

Explanation: https://www.youtube.com/watch?v=xwW8h0lrQ-I

EFG International AG ADR Daily Moving Averages Chart
2.2 Moving Average Convergence/Divergence (MACD)

Shows the momentum of the selected period based on two moving averages.

  • MACD is a lagging momentum indicator.
  • Uses two moving averages.
  • Can show buy or sell signals based on momentum.
  • Can show overbought. and oversold. levels.

Score

Let's take a look at the Moving Average Convergence/Divergence (MACD) of EFG International AG ADR. The current macd is 0.000023.

The long score for the Moving Average Convergence/Divergence (MACD) is 1/4.
The longshort score for the Moving Average Convergence/Divergence (MACD) is -2/(-4 +4).

  • MACD line < signal line: The MACD line is below the signal line, which indicates a bearish signal in the market. This means that the negative momentum is currently stronger than the average momentum, suggesting that sellers are more active than buyers, and there's a higher probability of the EFG International AG ADR price going down in the near term. -2
  • MACD > 0: The MACD is above the zero line (centerline), it indicates a bullish signal for EFG International AG ADR. This means that the short-term moving average is higher than the long-term moving average, signaling positive momentum and suggesting a higher likelihood of the EFG International AG ADR price continuing to rise in the near future. It indicates that buyers are gaining control, and there is optimism in the market, leading to potential price increases. +1
  • Trending down: The MACD line is trending down. This indicates that the short-term moving average is falling faster than the long-term moving average, suggesting negative momentum in the market. This signals that sellers are becoming more active and insecure, leading to potential price decreases as traders anticipate further losses and are willing to sell at lower prices. -1
EFG International AG ADR Daily Moving Average Convergence/Divergence (MACD) ChartEFG International AG ADR Daily Moving Average Convergence/Divergence (MACD) Chart
2.3 Directional Movement Index (DMI)

The DMI is a collection of 3 indicators: +DI (Plus Direction Indicator), -DI (Minus Direction Indicator) and ADX (Average Directional Index). The ADX helps you determine the strength of a trend.


Score

Let's take a look at the Directional Movement Index (DMI) of EFG International AG ADR. The current adx is 99.95.

The long score for the Directional Movement Index (DMI) is 4/7.
The longshort score for the Directional Movement Index (DMI) is 4/(-7 +7).

  • PLUS_ID > MINUS_DI: The +DI line is above the -DI line. This indicates a bullish signal in the market, as the positive directional movement is currently stronger than the negative directional movement, showing that buyers have the upper hand. Market psychology suggests that traders are optimistic, expecting further price increases, and are more willing to buy EFG International AG ADR shares, leading to potential upward momentum in its price. +1
  • PLUS_ID > MINUS_DI && ADX > 25 && ADX trending up: The ADX is above 25 and indicates a strong bullish trend. The ADX is trending up, so the bullish trend is strengthening.
EFG International AG ADR Daily Directional Movement Index (DMI) Chart
2.4 Parabolic SAR

Shows the current trend and potential entry and exit signals.

  • Parabolic SAR (stop and reverse) is a lagging trend indicator.
  • Shows the current trend.
  • Shows potential entry signals.
  • Shows  potential exit signals.
  • Can be used to place trailing stoplosses..

Score

Let's take a look at the Parabolic SAR of EFG International AG ADR. The current sar is 10.93.

The long score for the Parabolic SAR is 1/1.
The longshort score for the Parabolic SAR is 1/(-1 +1).

  • Close > SAR: The price is above the SAR. It's generally considered a bullish signal. +1
EFG International AG ADR Daily Parabolic SAR Chart

3. Momentum Indicators

3.1 Relative Strength Index (RSI)

Measures the speed and change of price movements.

  • Leading momentum indicator, meaning the signals are instant.
  • Ranges between 0 and 100.
  • Above 70 is considered overbought.
  • Below 30 is considered oversold.
  • Above or below 50 can also be used to determine price trend or support and resistance.
  • RSI divergence looks at a deviation between RSI and price movement. Penketrading automatically calculates RSI divergences.
  • Can be used in many different ways

Score

Let's take a look at the Relative Strength Index (RSI) of EFG International AG ADR. The current rsi is 99.98. The current phase is Overbought in bear market.

The long score for the Relative Strength Index (RSI) is 0/13.
The longshort score for the Relative Strength Index (RSI) is -1/(-13 +13).

  • Overbought in bear market: Short-term excessive buying, potential for relief decline. Consider shorting, be cautious of potential pullback. -1
EFG International AG ADR Daily Relative Strength Index (RSI) ChartEFG International AG ADR Daily Relative Strength Index (RSI) Chart
3.2 Stochastic Oscillator

Compares a certain price to multiple prices ranging over time.

  • Leading momentum indicator, meaning the signals are instant.
  • Used to determine overbought and oversold areas much like the RSI.
  • Ranges between 0 and 100.
  • Above 80 is considered overbought.
  • Below 20 is considered oversold.
  • Consists of two lines named K and D.
  • K compares the highest high and lowest low on the selected price range.
  • The D line is a moving average of the K line.
  • Can be used to spot divergences

Score

Let's take a look at the Stochastic Oscillator of EFG International AG ADR. The current phase is Oversold in bear market.

The long score for the Stochastic Oscillator is 0/6.
The longshort score for the Stochastic Oscillator is -6/(-6 +6).

  • STOCH < 50: The STOCH %K is below 50. There are more sellers than buyers. -1
  • STOCH < 20: The STOCH %K is below 20 and oversold. -2
  • STOCH %K line < STOCH %D line: The STOCH %K line is below the STOCH %D line, which indicates a bearish signal in the market. This means that the negative momentum is currently stronger than the average momentum, suggesting that sellers are more active than buyers, and there's a higher probability of the EFG International AG ADR price going down in the near term. -2
  • Trending down: The STOCH %K is trending down. -1
EFG International AG ADR Daily Stochastic Oscillator ChartEFG International AG ADR Daily Stochastic Oscillator Chart
3.3 Commodity Channel Index (CCI)

Measures the difference between the current price and the historical average price.

  • Lagging or leading Momentum indicator
  • When the CCI is above zero, the price is above the historical average
  • When the CCI is below zero, the price is below the historical average
  • Used for spotting trends
    • If the CCI moves from negative or near zero to positive 100 that might indicate an uptrend
    • If the CCI moves from positive or near zero to negative -100 that might indicate a downtrend

Score

Let's take a look at the Commodity Channel Index (CCI) of EFG International AG ADR. The current cci is -66.66666667.

EFG International AG ADR Daily Commodity Channel Index (CCI) ChartEFG International AG ADR Daily Commodity Channel Index (CCI) Chart
3.4 Chande Momentum Oscillator (CMO)

Measures the difference between the sum of recent gains and the sum of recent losses. Then divides the result by the sum of all price movements in that period.

  • Lagging momentum indicator
  • Ranges between +100 and -100
  • Considered overbought above +50
  • Considered oversold below -50
  • It's possible to add a moving average that acts as a signal line

Score

Let's take a look at the Chande Momentum Oscillator (CMO) of EFG International AG ADR. The current cmo is 0.

EFG International AG ADR Daily Chande Momentum Oscillator (CMO) ChartEFG International AG ADR Daily Chande Momentum Oscillator (CMO) Chart
3.5 Williams %R

 Shows the current price relative to the highest high over the last 14 days.
 

  • Lagging momentum indicator
  • Ranging between 0 and -100
  • Above -20 is considered overbought
  • Below -80 is considered oversold
  • Is prone to give false signals

Score

Let's take a look at the Williams %R of EFG International AG ADR. The current willr is 0.

The long score for the Williams %R is 1/1.
The longshort score for the Williams %R is 1/(-1 +1).

  • WILLR > -20: The Williams %R is above -20. This indicates that the price is in overbought territory, suggesting a potential price correction or trend reversal to the downside. +1
EFG International AG ADR Daily Williams %R ChartEFG International AG ADR Daily Williams %R Chart

4. Volatility Indicators

4.1 Bollinger Bands

Shows if the price is to high or to low relative to an average.

  • Lagging volatility indicator
  • Uses 3 bands: one upper, one lower and one in the middle
  • Works best when the middle band reflects an intermediate trend (MA20).
  • When the price is moving closer to the upper band, the market might be overbought
  • When the price is moving closer to the lower band, the market might be oversold 

Score

Let's take a look at the Bollinger Bands of EFG International AG ADR.

EFG International AG ADR Daily Bollinger Bands Chart
4.2 Average True Range (ATR)
Measures market volatility
  • Leading volatility indicator
  • Can be used to determine stop-loss positions
  • Calculated by:
    • Current high minus the current low
    • Current high minus the previous close
    • Current low minus the previous close
  • The larger the range of the candles, the greater the ATR value

Score

Let's take a look at the Average True Range (ATR) of EFG International AG ADR. The current atr is 0.00000.

EFG International AG ADR Daily Average True Range (ATR) ChartEFG International AG ADR Daily Average True Range (ATR) Chart

5. Volume Indicators

5.1 On-Balance Volume (OBV)

 Measures market volatility

  • Leading momentum indicator
  • Calculation:
    • If the closing price is above the previous closing price: OBV = previous OBV + current volume
    • If the closing price is below the previous closing price: OBV = previous OBV - current volume
    • If the closing price is the same as the previous closing price than the OBV is the same.
  • Can be used to confirm price trends
  • Can be used with divergences

Score

Let's take a look at the On-Balance Volume (OBV) of EFG International AG ADR. The current obv is 211.00.

EFG International AG ADR Daily On-Balance Volume (OBV) ChartEFG International AG ADR Daily On-Balance Volume (OBV) Chart
5.2 Money Flow Index (MFI)

Measures the flow of money in and out of a security

  • Lagging momentum indicator
  • Looks like RSI but uses volume as an extra metric (RSI only considers price)
  • Above 80 is considered overbought
  • Below 20 is considered oversold
  • Can be used with divergences

Score

Let's take a look at the Money Flow Index (MFI) of EFG International AG ADR. The current mfi is 0.

The long score for the Money Flow Index (MFI) is 0/2.
The longshort score for the Money Flow Index (MFI) is -2/(-2 +2).

  • MFI < 50: -1
  • MFI < 20: -1
EFG International AG ADR Daily Money Flow Index (MFI) ChartEFG International AG ADR Daily Money Flow Index (MFI) Chart

6. Summary

6.1. Notifications

TypeNotificationDate
PenkeCurrently no notifications for EFG International AG ADR.

6.2. Trading Signals

Below you will find trading signals as the indicator is commonly used. This doesn't mean you should use it that way. Learn from these, but don't use them blindly. I recommend using at least 4 indicators, 1 from each category: trend, momentum, volatility and volume.

DateIndicatorSignal

6.3. Candlestick Patterns

EFG International AG ADR Daily Candlestick Chart
DateCandlestick Pattern

6.4. Technical Score

Let's check the technical score of EFG International AG ADR based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5099.976
Ma 20Greater thanMa 5010.930
Ma 50Greater thanMa 10010.930
Ma 100Greater thanMa 20010.930
OpenGreater thanClose10.930
Total2/5 (40.0%)
Penke

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