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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

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Highlights

Market Cap

$14.96B

EPS (TTM)

$31.14

PE Ratio

10.96

PEG Ratio

-50.00

Total Revenue (TTM)

$13.13B

Gross Profit (TTM)

$13.17B

EBITDA (TTM)

$697.00M

Year Range

$320.00 - $402.94

Target Price

$394.58

Short %

2.70%

Short Ratio

1.71

Share Price Chart


320.0340.0360.0380.0400.0NovemberDecember2025FebruaryMarchApril
349.5

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

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.


0.00%50.00%100.00%150.00%NovemberDecember2025FebruaryMarchApril
51.05%
-7.77%
EG (Everest Group Ltd)
Benchmark (^GSPC)

S&P 500

Returns By Period

Everest Group Ltd had a return of -3.02% year-to-date (YTD) and -2.49% in the last 12 months. Over the past 10 years, Everest Group Ltd had an annualized return of 9.14%, while the S&P 500 had an annualized return of 9.87%, indicating that Everest Group Ltd did not perform as well as the benchmark.


EG

YTD

-3.02%

1M

1.08%

6M

-10.31%

1Y

-2.49%

5Y*

13.01%

10Y*

9.14%

^GSPC (Benchmark)

YTD

-8.81%

1M

-4.21%

6M

-7.77%

1Y

3.16%

5Y*

13.99%

10Y*

9.87%

*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
202532.80%-9.47%88.54%-39.92%36.18%
2024-35.04%11.37%7.19%-7.42%29.37%7.69%19.02%-8.71%31.10%5.81%17.79%-12.64%55.14%
202312.56%-8.88%3.98%4.02%4.26%-5.28%14.52%28.45%-16.76%3.06%-9.29%27.52%59.92%
2022-5.20%18.75%1.03%-4.48%-3.11%14.11%20.52%-9.91%-0.70%11.54%-11.61%-19.66%2.58%
20218.03%-11.00%-5.41%-4.20%-5.22%1.85%-5.59%2.46%-7.52%-8.54%16.67%-5.71%-24.31%
20204.71%-0.39%-5.78%6.48%19.59%11.10%-11.12%-15.05%37.05%-3.59%34.92%15.55%116.20%
2019-16.32%11.54%-5.85%5.45%-21.00%14.01%0.99%11.99%12.09%3.22%-12.06%-5.69%-9.43%
201827.44%-34.00%8.29%1.40%10.91%-15.03%-16.48%14.39%-6.66%-16.19%18.55%-4.09%-26.02%
2017-2.07%26.44%21.91%-12.96%18.55%4.33%5.68%33.68%15.78%2.02%-8.89%0.67%148.76%
2016-26.71%4.66%22.51%1.92%24.74%-8.24%6.23%-8.10%21.95%6.77%20.89%-13.47%45.78%
2015-3.00%13.75%69.18%3.04%6.07%-1.80%-16.14%-0.79%-24.80%-1.86%43.09%-5.68%66.00%
20147.17%-4.65%32.93%1.38%-48.87%23.89%-14.64%15.48%-2.90%21.27%-6.77%-0.99%-6.54%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of EG is 47, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of EG is 4747
Overall Rank
The Sharpe Ratio Rank of EG is 5151
Sharpe Ratio Rank
The Sortino Ratio Rank of EG is 4444
Sortino Ratio Rank
The Omega Ratio Rank of EG is 4444
Omega Ratio Rank
The Calmar Ratio Rank of EG is 4646
Calmar Ratio Rank
The Martin Ratio Rank of EG is 5151
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 chart of Sharpe ratio for EG, currently valued at -0.15, compared to the broader market-2.00-1.000.001.002.00
EG: -0.15
^GSPC: 0.21
The chart of Sortino ratio for EG, currently valued at -0.04, compared to the broader market-4.00-2.000.002.004.00
EG: -0.04
^GSPC: 0.42
The chart of Omega ratio for EG, currently valued at 0.99, compared to the broader market0.501.001.502.00
EG: 0.99
^GSPC: 1.06
The chart of Calmar ratio for EG, currently valued at -0.21, compared to the broader market0.001.002.003.004.00
EG: -0.21
^GSPC: 0.21
The chart of Martin ratio for EG, currently valued at -0.46, compared to the broader market-5.000.005.0010.0015.0020.00
EG: -0.46
^GSPC: 0.99

The current Everest Group Ltd Sharpe ratio is -0.15. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Everest Group Ltd with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.004.005.00NovemberDecember2025FebruaryMarchApril
1.55
0.21
EG (Everest Group Ltd)
Benchmark (^GSPC)

Dividends

Dividend History

The company has been increasing its dividends for 29 consecutive years, earning it the status of a dividend aristocrat.


Everest Group Ltd doesn't pay dividends

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%25.0%
EG: 2.3%
Everest Group Ltd has a dividend yield of 2.29%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%1,200.0%
EG: 27.2%
Everest Group Ltd has a payout ratio of 27.21%, 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.


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-39.92%
-12.71%
EG (Everest Group Ltd)
Benchmark (^GSPC)

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 94.28%, occurring on Oct 13, 2006. Recovery took 2670 trading sessions.

The current Everest Group Ltd drawdown is 13.20%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-94.28%Apr 15, 2004630Oct 13, 20062670May 26, 20173300
-61.65%Jan 30, 2018336May 31, 2019389Dec 14, 2020725
-45.91%Feb 9, 2021245Jan 27, 2022380Aug 3, 2023625
-40.7%Apr 1, 20258Apr 10, 2025
-37.57%Sep 15, 202395Jan 31, 202487Jun 5, 2024182

Volatility

Volatility Chart

The current Everest Group Ltd volatility is 80.69%, 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.


0.00%20.00%40.00%60.00%80.00%NovemberDecember2025FebruaryMarchApril
80.69%
13.73%
EG (Everest Group Ltd)
Benchmark (^GSPC)

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

0.05.0B10.0B15.0B201920202021202220232024
Total Revenue
EBIT
Net Income

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 -5.6%.

-20.00-10.000.0010.0020.00AprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
-18.39
-17.42
Actual
Estimate

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
200.0400.0600.0800.0
EG: 11.0
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 11.0. This PE ratio falls in the average range for the industry.
PEG Ratio
-40.0-30.0-20.0-10.00.0
EG: -50.0
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.


6.08.010.012.0NovemberDecember2025FebruaryMarchApril
11.9

Income Statement



TTM202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995
Revenue

Total Revenue

13.13B17.08B14.59B11.99B11.30B9.49B8.23B7.38B6.61B5.79B5.84B5.79B5.64B4.92B4.69B4.71B4.50B3.53B4.78B4.52B4.56B5.01B4.11B2.56B1.80B2.96B2.63B1.32B1.30B1.17B948.90M

Cost Of Revenue

-45.00M-205.00M-1.00M7.07B470.28M705.67M484.52M296.00M603.02M892.74M758.21M592.66M771.21M604.48M-166.72M784.55M664.10M592.00M583.59M368.84M283.94M334.05M1.78B

Gross Profit

13.17B17.28B14.59B11.99B11.30B9.49B8.23B6.91B5.90B5.31B5.54B5.19B4.75B4.16B4.10B3.93B3.89B3.69B4.00B3.85B3.96B4.43B3.74B2.56B1.80B2.96B2.63B1.32B1.30B1.17B948.90M
Operating Expenses

Selling, General & Admin Expenses

22.00M73.00M61.00M67.83M41.12M32.97M30.67M25.92M27.23M23.25M23.42M24.82M23.98M16.46M14.91M945.90M930.70M961.80M883.30M914.80M975.20M863.90M551.80M396.80M272.40M

R&D Expenses

0.000.000.000.000.000.000.000.000.00

Depreciation And Amortization

-786.00M-2.31B-790.10M236.69M49.67M30.94M213.55M-465.88M-1.16B50.90M49.21M66.46M61.84M47.87M46.10M32.17M15.26M-8.43M21.95M27.46M24.92M10.64M-7.34M152.00K112.00K

Total Operating Expenses

10.66B15.58B12.32B-11.30B-9.69B-8.86B-7.10B7.58B6.18B4.69B4.70B4.35B4.04B3.94B4.89B4.06B3.50B3.53B3.75B3.53B4.84B4.45B3.62B2.30B1.71B1.25B-2.43B-1.10B-1.09B-1.03B-948.20M
Income

Income Before Tax

661.00M1.49B2.15B588.00M1.55B585.35M1.10B-226.47M405.18M1.10B1.21B1.45B1.55B939.53M-233.95M591.24M939.32M-83.61M1.03B991.75M-280.92M559.71M491.21M262.04M90.34M231.74M196.58M459.90M456.70M339.50M

Operating Income

716.00M1.50B2.31B689.00M1.62B621.67M1.13B-211.15M428.54M1.14B1.15B1.43B1.60B993.28M-181.68M647.13M1.01B-4.43M1.11B1.06B-208.04M635.34M531.49M304.42M136.30M271.19M198.07M212.70M207.30M143.80M700.00K

EBITDA

697.00M-23.50M689.00M1.85B671.35M1.16B-181.88M474.41M1.19B1.15B1.47B1.60B993.21M-181.63M647.07M1.01B10.82M1.10B1.06B-207.53M635.25M542.13M297.08M136.46M271.30M198.07M212.70M207.30M143.80M700.00K

EBIT

1.48B2.29B689.00M1.62B621.67M1.13B-395.43M940.29M2.34B1.10B1.43B1.53B931.37M-229.50M600.97M979.23M-4.44M1.11B1.04B-234.99M610.33M531.49M304.42M136.30M271.19M198.07M212.70M207.30M143.80M700.00K

Earnings From Continuing Operations

640.00M1.37B2.21B614.00M1.38B514.84M1.00B-556.49M341.40M1.20B1.34B1.63B1.84B1.05B-80.49M610.75M

Net Income

640.00M1.37B2.52B597.00M1.38B514.15M1.01B103.55M468.97M996.34M977.87M1.20B1.26B828.95M-80.49M610.75M806.99M-18.76M839.28M840.83M-218.67M494.86M426.03M231.30M99.02M186.38M158.06M412.40M404.40M307.70M700.00K

Income Tax Expense

21.00M120.00M-363.00M-9.00M166.54M71.20M89.53M-330.02M-63.78M103.50M134.02M187.65M289.71M110.57M-153.46M-19.52M132.33M-64.85M188.68M150.92M-62.25M64.85M65.19M30.74M-8.68M45.36M38.52M47.50M52.30M31.80M-700.00K

Other Non-Operating Income (Expenses)

-55.00M-2.00M-157.50M-101.00M-70.15M-36.32M-31.69M-28.63M-46.47M-57.43M43.82M-38.53M-46.12M-53.68M-52.27M-55.83M-7.01M-83.61M784.56M-68.61M-79.96M-140.53M-40.28M-42.37M-45.96M-39.44M-1.49M247.20M249.40M195.70M

Extraordinary Items

0.0032.50M-8.25M

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

-96.62M-59.31M-5.88M16.49M2.09M

Other Items

Interest Income

20.00M26.00M5.00M2.00M12.32M36.32M31.69M31.03M31.60M36.23M36.19M

Interest Expense

112.00M149.00M134.00M101.00M70.15M36.32M31.69M31.03M31.60M36.23M36.19M38.53M46.12M53.68M52.32M55.83M72.08M79.17M83.87M68.60M72.96M75.54M40.29M42.42M46.00M39.39M1.49M247.20M249.40M195.70M700.00K

Net Interest Income

-112.00M-149.00M-126.00M-101.00M-70.15M-36.32M-31.69M-31.03M-31.60M-36.23M
Values in USD except per share items

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