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Upturn AI Summary - About
Everest Group Ltd(EG)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for EG
09/25/2026: EG (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Everest Group Ltd is a global provider of reinsurance and specialty insurance products, functioning as a significant player in the property and casualty market. The company benefits from disciplined underwriting expertise and a diversified product portfolio that balances risk across both segments. Its primary growth opportunity lies in expanding its footprint in specialty insurance while leveraging its established reinsurance market position. However, it faces risks from unpredictable catastrophic losses and intense industry competition. The stock may suit value-oriented and dividend-seeking investors looking for exposure to the insurance sector, though developments in climate-related loss trends and underwriting rate cycles should be monitored regularly.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers steady growth in premiums but is tempered by the cyclical nature of the insurance industry. |
| Momentum investor | Mixed fit | Momentum is conditional on positive market cycles for reinsurance pricing and low catastrophe loss periods. |
| Value investor | Strong fit | Everest is often valued at moderate multiples relative to its book value and underwriting capacity. |
| Dividend investor | Strong fit | The company has a consistent history of dividends supported by strong capital reserves. |
| Low-risk investor | Mixed fit | While established, the industry is inherently exposed to volatility from large, unpredictable catastrophic events. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | The stock price is susceptible to sector-wide reactions following major natural disasters. |
| Valuation risk | Low | Shares typically trade in line with industry book value metrics, mitigating extreme valuation swings. |
| Competition risk (reinsurance pricing) | Medium / high | Intense competition can squeeze underwriting margins during soft market cycles. |
| Business quality | Strong | Everest holds a respected position with deep expertise in underwriting complex risks. |
| Dividend income | Strong | The company maintains a reliable dividend backed by prudent capital management. |
| Execution risk | Medium | Expanding into new primary insurance markets requires successful execution to maintain loss ratios. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit -60.71% | Avg. Invested days 20 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/25/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 14.20B USD | Price to earnings Ratio 7.83 | 1Y Target Price 411.38 |
Price to earnings Ratio 7.83 | 1Y Target Price 411.38 | ||
Volume (30-day avg) 363.9K shares | Beta 0.28 | 52 Weeks Range 295.27 - 398.90 | Updated Date 09/27/2026 |
52 Weeks Range 295.27 - 398.90 | Updated Date 09/27/2026 | ||
Dividends yield (FY) 2.15% | Basic EPS (TTM) 47.3 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Reinsurance | Property, casualty, and specialty treaty reinsurance contracts. | The company earns money by underwriting risks for other insurers, collecting premiums, and investing the funds until claims arise. |
| Insurance | Direct specialty insurance solutions for commercial clients. | Everest provides direct protection for businesses, generating income through insurance premiums. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 7.83 | Forward PE 6.2 | Enterprise Value 16.75B | Price to Sales(TTM) 0.84 |
Enterprise Value 16.75B | Price to Sales(TTM) 0.84 | ||
Enterprise Value to Revenue 1.04 | Enterprise Value to EBITDA - | Shares Outstanding 38.34M | Shares Floating 25.99M |
Shares Outstanding 38.34M | Shares Floating 25.99M | ||
Percent Insiders 0.83 | Percent Institutions 105.24 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Everest Group Ltd
Exchange NYSE | Headquarters - | ||
IPO Launch date 1995-10-02 | CEO, President & Director Mr. James Allan Williamson | ||
Sector Financial Services | Industry Insurance - Reinsurance | Full time employees 3064 | Website https://www.everestglobal.com |
Full time employees 3064 | Website https://www.everestglobal.com | ||
Everest Group, Ltd., together with subsidiaries, provides reinsurance and insurance products in the United States, Europe, and internationally. It operates in two segment, Insurance and Reinsurance. The company writes property and casualty reinsurance; treaty and facultative reinsurance products; and specialty lines of business through reinsurance brokers, as well as directly with ceding companies; and writes property and casualty insurance directly, as well as through brokers, surplus lines, and general agents. It provides reinsurance products comprising mortgage, catastrophe, marine, aviation, engineering, professional line, credit and surety, motor, agriculture/crop, and political violence reinsurance products. In addition, the company offers commercial property and casualty insurance products through wholesale and retail brokers, surplus lines brokers, and program administrators. The company was formerly known as Everest Re Group, Ltd. and changed its name to Everest Group, Ltd. in July 2023.Everest Group, Ltd., was founded in 1973 and is headquartered in Hamilton, Bermuda.
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