EG vs. EPD
EG (Everest Group Ltd) and EPD (Enterprise Products Partners L.P.) are both stocks. EG operates in Insurance - Reinsurance (Financial Services), while EPD operates in Oil & Gas Midstream (Energy). Over the past 10 years, EG returned 9.68%/yr vs 9.91%/yr for EPD. At a 0.20 correlation, their price movements are largely independent.
Performance
EG vs. EPD - Performance Comparison
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Returns By Period
In the year-to-date period, EG achieves a 3.13% return, which is significantly lower than EPD's 16.06% return. Both investments have delivered pretty close results over the past 10 years, with EG having a 9.68% annualized return and EPD not far ahead at 9.91%.
EG
- 1D
- 0.63%
- 1M
- -1.39%
- YTD
- 3.13%
- 6M
- 4.10%
- 1Y
- 3.94%
- 3Y*
- 2.19%
- 5Y*
- 8.50%
- 10Y*
- 9.68%
EPD
- 1D
- -2.80%
- 1M
- -8.93%
- YTD
- 16.06%
- 6M
- 15.99%
- 1Y
- 23.81%
- 3Y*
- 19.94%
- 5Y*
- 16.36%
- 10Y*
- 9.91%
EG vs. EPD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EG Everest Group Ltd | 3.13% | -4.14% | 4.59% | 8.69% | 23.74% | 19.80% | -13.03% | 30.17% | 0.73% | 4.43% |
EPD Enterprise Products Partners L.P. | 16.06% | 9.45% | 28.00% | 17.71% | 18.32% | 21.40% | -23.61% | 21.88% | -1.32% | 4.24% |
Correlation
The correlation between EG and EPD is 0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.19 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.24 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since Jul 28, 1998 | 0.20 |
The correlation between EG and EPD shifts across timeframes, from 0.08 (1 year) to 0.25 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
EG:
$64.82
EPD:
$2.69
EG:
5.33
EPD:
13.40
EG:
0.10
EPD:
2.15
EG:
0.63
EPD:
1.53
EG:
$17.15B
EPD:
$51.57B
EG:
$3.03B
EPD:
$7.31B
EG:
$1.78B
EPD:
$10.11B
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Return for Risk
EG vs. EPD — Risk / Return Rank
EG
EPD
EG vs. EPD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Everest Group Ltd (EG) and Enterprise Products Partners L.P. (EPD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EG | EPD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.30 | ||
| Sortino ratioReturn per unit of downside risk | -1.76 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.27 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | 0.24 | 2.57 | -2.32 |
| Martin ratioReturn relative to average drawdown | 0.52 | 8.39 | -7.87 |
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Drawdowns
EG vs. EPD - Drawdown Comparison
The maximum EG drawdown since its inception was -52.97%, smaller than the maximum EPD drawdown of -58.78%. Use the drawdown chart below to compare losses from any high point for EG and EPD.
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Drawdown Indicators
| EG | EPD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.97% | -58.78% | +5.81% |
Max Drawdown (1Y)Largest decline over 1 year | -16.43% | -9.32% | -7.11% |
Max Drawdown (3Y)Largest decline over 3 years | -23.39% | -15.40% | -7.99% |
Max Drawdown (5Y)Largest decline over 5 years | -23.39% | -18.06% | -5.33% |
Max Drawdown (10Y)Largest decline over 10 years | -44.21% | -58.04% | +13.83% |
Current DrawdownCurrent decline from peak | -11.51% | -9.32% | -2.19% |
Average DrawdownAverage peak-to-trough decline | -12.14% | -10.22% | -1.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.58% | 2.85% | +4.73% |
Volatility
EG vs. EPD - Volatility Comparison
Everest Group Ltd (EG) has a higher volatility of 7.64% compared to Enterprise Products Partners L.P. (EPD) at 6.36%. This indicates that EG's price experiences larger fluctuations and is considered to be riskier than EPD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EG | EPD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.64% | 6.36% | +1.28% |
Volatility (6M)Calculated over the trailing 6-month period | 14.61% | 13.77% | +0.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.30% | 16.24% | +7.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.71% | 17.23% | +8.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.25% | 24.14% | +3.11% |
Dividends
EG vs. EPD - Dividend Comparison
EG's dividend yield for the trailing twelve months is around 2.31%, less than EPD's 6.07% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EG Everest Group Ltd | 2.31% | 2.36% | 2.14% | 1.92% | 1.96% | 2.26% | 2.65% | 2.08% | 2.43% | 2.28% | 2.17% | 2.18% |
EPD Enterprise Products Partners L.P. | 6.07% | 6.74% | 6.63% | 7.51% | 7.79% | 8.20% | 9.09% | 6.23% | 6.97% | 6.29% | 5.88% | 5.90% |
Financials
EG vs. EPD - Financials Comparison
This section allows you to compare key financial metrics between Everest Group Ltd and Enterprise Products Partners L.P.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
EG vs. EPD - Profitability Comparison
EG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Everest Group Ltd reported a gross profit of 0.00 and revenue of 4.07B. Therefore, the gross margin over that period was 0.0%.
EPD - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Enterprise Products Partners L.P. reported a gross profit of 1.88B and revenue of 14.39B. Therefore, the gross margin over that period was 13.1%.
EG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Everest Group Ltd reported an operating income of 0.00 and revenue of 4.07B, resulting in an operating margin of 0.0%.
EPD - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Enterprise Products Partners L.P. reported an operating income of 1.82B and revenue of 14.39B, resulting in an operating margin of 12.6%.
EG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Everest Group Ltd reported a net income of 653.00M and revenue of 4.07B, resulting in a net margin of 16.1%.
EPD - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Enterprise Products Partners L.P. reported a net income of 1.48B and revenue of 14.39B, resulting in a net margin of 10.3%.
Frequently Asked Questions
EG and EPD have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EG has higher volatility (7.64%) compared to EPD (6.36%). In terms of maximum drawdown, EG dropped -52.97% vs EPD's -58.78%.
EPD currently has the higher Sharpe Ratio (1.47 vs 0.17), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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