Highlights
- EPS (TTM)
- $56.75
- PE Ratio
- 5.76
- PEG Ratio
- 0.11
- Total Revenue (TTM)
- $17.32B
- Gross Profit (TTM)
- $2.10B
- EBITDA (TTM)
- $1.45B
- Year Range
- $302.44 - $368.29
- Target Price
- $353.00
- ROA (TTM)
- 2.55%
- ROE (TTM)
- 10.29%
Share Price Chart
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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.
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Returns By Period
Everest Group Ltd (EG) has returned -3.08% so far this year and -7.83% over the past 12 months. Over the last ten years, EG has returned 7.51% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.
Everest Group Ltd
- 1D
- 1.09%
- 1M
- -1.97%
- YTD
- -3.08%
- 6M
- -5.49%
- 1Y
- -7.83%
- 3Y*
- -0.92%
- 5Y*
- 7.72%
- 10Y*
- 7.51%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Oct 3, 1995, EG's average daily return is +0.06%, while the average monthly return is +1.13%. At this rate, your investment would double in approximately 5.1 years.
Historically, 55% of months were positive and 45% were negative. The best month was Mar 2000 with a return of +32.9%, while the worst month was Mar 2020 at -21.9%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 6 months.
On a daily basis, EG closed higher 50% of trading days. The best single day was Oct 13, 2008 with a return of +21.9%, while the worst single day was Mar 16, 2020 at -14.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.38% | 1.27% | -1.97% | -3.08% | |||||||||
| 2025 | -4.12% | 1.64% | 3.44% | -1.24% | -2.68% | -2.11% | -1.19% | 1.81% | 3.04% | -10.20% | 0.57% | 7.97% | -4.14% |
| 2024 | 8.88% | -4.18% | 8.24% | -7.82% | 7.24% | -2.53% | 3.11% | -0.16% | 0.42% | -9.24% | 9.55% | -6.48% | 4.59% |
| 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% |
Benchmark Metrics
Everest Group Ltd has an annualized alpha of 7.93%, beta of 0.77, and R² of 0.25 versus S&P 500 Index. Calculated based on daily prices since October 04, 1995.
- This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (57.53%) than losses (32.05%) — typical of diversified or defensive assets.
- R² of 0.25 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 7.93%
- Beta
- 0.77
- R²
- 0.25
- Upside Capture
- 57.53%
- Downside Capture
- 32.05%
Return for Risk
Risk / Return Rank
EG ranks 25 for risk / return — below 25% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Everest Group Ltd (EG) and compare them to a chosen benchmark (S&P 500 Index).
| EG | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.31 | 0.90 | -1.20 |
Sortino ratioReturn per unit of downside risk | -0.24 | 1.39 | -1.63 |
Omega ratioGain probability vs. loss probability | 0.97 | 1.21 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | -0.46 | 1.40 | -1.86 |
Martin ratioReturn relative to average drawdown | -0.90 | 6.61 | -7.51 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore EG risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Everest Group Ltd provided a 2.45% dividend yield over the last twelve months, with an annual payout of $8.00 per share. The company has been increasing its dividends for 25 consecutive years, earning it the status of a dividend aristocrat.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $8.00 | $8.00 | $7.75 | $6.80 | $6.50 | $6.20 | $6.20 | $5.75 | $5.30 | $5.05 | $4.70 | $4.00 |
Dividend yield | 2.45% | 2.36% | 2.14% | 1.92% | 1.96% | 2.26% | 2.65% | 2.08% | 2.43% | 2.28% | 2.17% | 2.18% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $2.00 | $2.00 | |||||||||
| 2025 | $0.00 | $0.00 | $2.00 | $0.00 | $2.00 | $0.00 | $0.00 | $0.00 | $2.00 | $0.00 | $2.00 | $0.00 | $8.00 |
| 2024 | $0.00 | $0.00 | $1.75 | $0.00 | $2.00 | $0.00 | $0.00 | $0.00 | $2.00 | $0.00 | $2.00 | $0.00 | $7.75 |
| 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 |
Dividend Yield & Payout
Dividend Yield
Everest Group Ltd has a dividend yield of 2.45%, which is quite average when compared to the overall market.
Payout Ratio
Everest Group Ltd has a payout ratio of 21.24%, which is below the market average. This means Everest Group Ltd returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.
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.
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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 52.97%, occurring on Oct 18, 1999. Recovery took 227 trading sessions.
The current Everest Group Ltd drawdown is 16.84%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -52.97% | 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 chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Everest Group Ltd over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Everest Group Ltd is priced in the market compared to other companies in the Insurance - Reinsurance industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for EG, comparing it with other companies in the Insurance - Reinsurance industry. Currently, EG has a P/E ratio of 5.8. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for EG compared to other companies in the Insurance - Reinsurance industry. EG currently has a PEG ratio of 0.1. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for EG relative to other companies in the Insurance - Reinsurance industry. Currently, EG has a P/S ratio of 0.5. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |