Everest Group Ltd (EG)
Everest Group, Ltd. is a global provider of reinsurance and insurance products, operating through its Reinsurance Operations and Insurance Operations segments. The company offers a wide range of property and casualty coverages, including specialty lines, through various channels in numerous countries, and changed its name from Everest Re Group, Ltd. in July 2023.
Company Info
| ISIN | BMG3223R1088 |
|---|---|
| CUSIP | G3223R108 |
| Sector | Financial Services |
| Industry | Insurance - Reinsurance |
| IPO Date | Oct 2, 1995 |
Highlights
| Market Cap | $15.85B |
|---|---|
| EPS (TTM) | $64.08 |
| PE Ratio | 5.75 |
| PEG Ratio | -50.00 |
| Total Revenue (TTM) | $16.30B |
| Gross Profit (TTM) | $16.33B |
| EBITDA (TTM) | $1.48B |
| Year Range | $338.69 - $410.89 |
| Target Price | $434.00 |
| Short % | 3.59% |
| Short Ratio | 2.20 |
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: EG vs. BRK-B, EG vs. CB, EG vs. VOO, EG vs. QQQ, EG vs. VONG, EG vs. SPY, EG vs. SPLG, EG vs. ^SP500TR
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Everest Group Ltd, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Everest Group Ltd had a return of 6.41% year-to-date (YTD) and -3.90% in the last 12 months. Over the past 10 years, Everest Group Ltd had an annualized return of 10.57%, while the S&P 500 had an annualized return of 11.39%, indicating that Everest Group Ltd did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 6.41% | 25.48% |
| 1 month | -7.02% | 2.14% |
| 6 months | -0.15% | 12.76% |
| 1 year | -3.90% | 33.14% |
| 5 years (annualized) | 9.25% | 13.96% |
| 10 years (annualized) | 10.57% | 11.39% |
Monthly Returns
The table below presents the monthly returns of EG, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 8.88% | -4.18% | 8.24% | -7.82% | 7.24% | -2.54% | 3.11% | -0.16% | 0.42% | -9.24% | 6.41% | ||
| 2023 | 5.56% | 9.80% | -6.33% | 5.58% | -9.62% | 0.54% | 5.46% | 0.05% | 3.52% | 6.44% | 4.21% | -13.88% | 8.69% |
| 2022 | 3.46% | 5.23% | 1.64% | -8.85% | 3.46% | -0.79% | -6.75% | 3.57% | -2.46% | 22.95% | 5.27% | -1.97% | 23.74% |
| 2021 | -9.83% | 14.56% | 3.11% | 11.76% | -5.58% | -3.06% | 0.33% | 5.37% | -5.33% | 4.27% | -1.38% | 6.84% | 19.80% |
| 2020 | -0.10% | -10.37% | -21.86% | -10.02% | 15.48% | 3.93% | 6.11% | 0.59% | -9.61% | -0.23% | 15.35% | 3.68% | -13.02% |
| 2019 | 0.59% | 3.22% | -3.89% | 9.05% | 5.77% | -0.19% | -0.22% | -4.36% | 13.46% | -3.38% | 5.51% | 2.65% | 30.17% |
| 2018 | 3.86% | 4.54% | 7.45% | -9.40% | -2.61% | 2.30% | -5.26% | 2.14% | 3.05% | -4.64% | 2.60% | -1.95% | 0.74% |
| 2017 | 1.63% | 6.92% | -0.04% | 7.66% | 1.68% | -0.02% | 3.06% | -3.78% | -9.09% | 3.97% | -6.98% | 0.76% | 4.43% |
| 2016 | -2.27% | 4.02% | 6.70% | -6.35% | -2.51% | 1.99% | 3.47% | 2.31% | -1.17% | 7.13% | 4.08% | 2.78% | 21.11% |
| 2015 | 0.63% | 3.53% | -1.41% | 2.82% | 1.45% | 0.80% | 0.61% | -3.48% | -1.40% | 2.67% | 4.28% | -0.73% | 9.91% |
| 2014 | -7.13% | 3.09% | 3.07% | 3.25% | 1.26% | 0.77% | -2.85% | 5.57% | -1.12% | 5.33% | 2.78% | -2.37% | 11.44% |
| 2013 | 5.33% | 7.60% | 4.62% | 3.95% | -3.99% | -0.67% | 4.11% | 2.92% | 6.18% | 5.73% | 2.01% | -0.13% | 44.03% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of EG is 32, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Everest Group Ltd (EG) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Everest Group Ltd provided a 2.02% dividend yield over the last twelve months, with an annual payout of $7.50 per share. The company has been increasing its dividends for 28 consecutive years, earning it the status of a dividend aristocrat.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $7.50 | $6.80 | $6.50 | $6.20 | $6.20 | $5.75 | $5.30 | $5.05 | $4.70 | $4.00 | $3.20 | $2.19 |
Dividend yield | 2.02% | 1.92% | 1.96% | 2.26% | 2.65% | 2.08% | 2.43% | 2.28% | 2.17% | 2.18% | 1.88% | 1.41% |
Monthly Dividends
The table displays the monthly dividend distributions for Everest Group Ltd. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $1.75 | $0.00 | $2.00 | $0.00 | $0.00 | $0.00 | $2.00 | $0.00 | $0.00 | $5.75 | |
| 2023 | $0.00 | $0.00 | $1.65 | $0.00 | $1.65 | $0.00 | $0.00 | $0.00 | $1.75 | $0.00 | $1.75 | $0.00 | $6.80 |
| 2022 | $0.00 | $0.00 | $1.55 | $0.00 | $1.65 | $0.00 | $0.00 | $1.65 | $0.00 | $0.00 | $1.65 | $0.00 | $6.50 |
| 2021 | $0.00 | $0.00 | $1.55 | $0.00 | $1.55 | $0.00 | $0.00 | $1.55 | $0.00 | $0.00 | $1.55 | $0.00 | $6.20 |
| 2020 | $0.00 | $0.00 | $1.55 | $0.00 | $1.55 | $0.00 | $0.00 | $0.00 | $1.55 | $0.00 | $0.00 | $1.55 | $6.20 |
| 2019 | $0.00 | $0.00 | $1.40 | $0.00 | $1.40 | $0.00 | $0.00 | $0.00 | $1.40 | $0.00 | $0.00 | $1.55 | $5.75 |
| 2018 | $0.00 | $0.00 | $1.30 | $0.00 | $1.30 | $0.00 | $0.00 | $0.00 | $1.30 | $0.00 | $1.40 | $0.00 | $5.30 |
| 2017 | $0.00 | $0.00 | $1.25 | $0.00 | $1.25 | $0.00 | $0.00 | $0.00 | $1.25 | $0.00 | $1.30 | $0.00 | $5.05 |
| 2016 | $0.00 | $0.00 | $1.15 | $0.00 | $1.15 | $0.00 | $0.00 | $0.00 | $1.15 | $0.00 | $1.25 | $0.00 | $4.70 |
| 2015 | $0.00 | $0.00 | $0.95 | $0.00 | $0.00 | $0.95 | $0.00 | $0.95 | $0.00 | $0.00 | $1.15 | $0.00 | $4.00 |
| 2014 | $0.00 | $0.00 | $0.75 | $0.00 | $0.00 | $0.75 | $0.00 | $0.75 | $0.00 | $0.00 | $0.00 | $0.95 | $3.20 |
| 2013 | $0.48 | $0.00 | $0.00 | $0.48 | $0.00 | $0.48 | $0.00 | $0.00 | $0.00 | $0.75 | $2.19 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Everest Group Ltd. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Everest Group Ltd was 52.96%, occurring on Oct 18, 1999. Recovery took 227 trading sessions.
The current Everest Group Ltd drawdown is 8.93%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -52.96% | Apr 13, 1998 | 384 | Oct 18, 1999 | 227 | Sep 11, 2000 | 611 |
| -46.67% | Oct 11, 2007 | 352 | Mar 5, 2009 | 804 | May 11, 2012 | 1156 |
| -44.72% | Oct 17, 2001 | 191 | Jul 22, 2002 | 228 | Jun 17, 2003 | 419 |
| -44.21% | Feb 14, 2020 | 63 | May 14, 2020 | 362 | Oct 20, 2021 | 425 |
| -34.76% | Jul 2, 2001 | 53 | Sep 20, 2001 | 17 | Oct 15, 2001 | 70 |
Volatility
Volatility Chart
The current Everest Group Ltd volatility is 8.74%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Everest Group Ltd compared to its peers in the Insurance - Reinsurance industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for EG in comparison to other companies of the Insurance - Reinsurance industry. Currently, EG has a PE value of 5.8. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for EG in comparison to other companies of the Insurance - Reinsurance industry. Currently, EG has a PEG value of -50.0. This PEG value is considered to be low compared to the rest of the industry.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Everest Group Ltd.
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Income Statement
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