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Everest Group Ltd (EG)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

BMG3223R1088

CUSIP

G3223R108

IPO Date

Oct 2, 1995

Highlights

Market Cap

$14.29B

EPS (TTM)

$19.82

PE Ratio

16.95

PEG Ratio

-50.00

Total Revenue (TTM)

$17.39B

Gross Profit (TTM)

$17.39B

EBITDA (TTM)

$697.00M

Year Range

$320.00 - $402.94

Target Price

$398.04

Short %

1.59%

Short Ratio

1.60

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.


Performance

Performance Chart


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S&P 500

Returns By Period

Everest Group Ltd (EG) returned -6.80% year-to-date (YTD) and -12.42% over the past 12 months. Over the past 10 years, EG returned 8.71% annually, underperforming the S&P 500 benchmark at 10.68%.


EG

YTD

-6.80%

1M

-4.87%

6M

-12.95%

1Y

-12.42%

3Y*

9.02%

5Y*

12.80%

10Y*

8.71%

^GSPC (Benchmark)

YTD

-1.34%

1M

5.02%

6M

-3.08%

1Y

9.39%

3Y*

13.76%

5Y*

14.45%

10Y*

10.68%

*Annualized

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-4.12%1.64%3.44%-1.24%-6.38%-6.80%
20248.88%-4.18%8.24%-7.82%7.24%-2.53%3.11%-0.16%0.42%-9.24%9.55%-6.48%4.59%
20235.56%9.80%-6.33%5.58%-9.62%0.54%5.46%0.05%3.52%6.44%4.21%-13.88%8.69%
20223.46%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%
20190.59%3.22%-3.89%9.05%5.77%-0.19%-0.22%-4.36%13.46%-3.38%5.51%2.65%30.17%
20183.86%4.54%7.45%-9.40%-2.61%2.30%-5.26%2.14%3.05%-4.64%2.60%-1.95%0.74%
20171.63%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%
20150.63%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%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of EG is 19, meaning it’s performing worse than 81% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of EG is 1919
Overall Rank
The Sharpe Ratio Rank of EG is 2727
Sharpe Ratio Rank
The Sortino Ratio Rank of EG is 2323
Sortino Ratio Rank
The Omega Ratio Rank of EG is 2323
Omega Ratio Rank
The Calmar Ratio Rank of EG is 99
Calmar Ratio Rank
The Martin Ratio Rank of EG is 1313
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Everest Group Ltd Sharpe ratios as of May 27, 2025 (values are recalculated daily):

  • 1-Year: -0.44
  • 5-Year: 0.47
  • 10-Year: 0.33
  • All Time: 0.40

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Everest Group Ltd compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

Everest Group Ltd provided a 2.38% dividend yield over the last twelve months, with an annual payout of $8.00 per share. The company has been increasing its dividends for 29 consecutive years, earning it the status of a dividend aristocrat.


1.80%2.00%2.20%2.40%2.60%$0.00$2.00$4.00$6.00$8.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$8.00$7.75$6.80$6.50$6.20$6.20$5.75$5.30$5.05$4.70$4.00$3.20

Dividend yield

2.38%2.14%1.92%1.96%2.26%2.65%2.08%2.43%2.28%2.17%2.18%1.88%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$2.00$0.00$0.00$2.00
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
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$0.75$0.00$0.00$0.75$0.00$0.75$0.00$0.00$0.00$0.95$3.20

Dividend Yield & Payout


Dividend Yield

Everest Group Ltd has a dividend yield of 2.38%, which is quite average when compared to the overall market.

Payout Ratio

Everest Group Ltd has a payout ratio of 40.96%, which is quite average when compared to the overall market. This suggests that Everest Group Ltd strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

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 52.96%, occurring on Oct 18, 1999. Recovery took 227 trading sessions.

The current Everest Group Ltd drawdown is 16.57%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-52.96%Apr 13, 1998384Oct 18, 1999227Sep 11, 2000611
-46.67%Oct 11, 2007352Mar 5, 2009804May 11, 20121156
-44.72%Oct 17, 2001191Jul 22, 2002228Jun 17, 2003419
-44.21%Feb 14, 202063May 14, 2020362Oct 20, 2021425
-34.76%Jul 2, 200153Sep 20, 200117Oct 15, 200170
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

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.


Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Everest Group Ltd, comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -16.7%.


-20.00-10.000.0010.0020.0020212022202320242025
6.45
7.74
Actual
Estimate

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 16.9. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.

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 -50.0. This PEG ratio is negative, which typically signals that the company's earnings are expected to decline. A negative PEG is not considered meaningful for valuation purposes.

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 0.8. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for EG in comparison with other companies in the Insurance - Reinsurance industry. Currently, EG has a P/B value of 1.0. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.

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

Values in undefined except per share items