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Everest Group Ltd (EG)
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Upturn Advisory Summary
02/25/2026: EG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
12 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $364.53
1 Year Target Price $364.53
| 3 | Strong Buy |
| 3 | Buy |
| 6 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 14.26B USD | Price to earnings Ratio 8.99 | 1Y Target Price 364.53 |
Price to earnings Ratio 8.99 | 1Y Target Price 364.53 | ||
Volume (30-day avg) 12 | Beta 0.33 | 52 Weeks Range 300.51 - 365.94 | Updated Date 02/25/2026 |
52 Weeks Range 300.51 - 365.94 | Updated Date 02/25/2026 | ||
Dividends yield (FY) 2.37% | Basic EPS (TTM) 37.8 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Earnings Date
Report Date 2026-02-04 | When - | Estimate 13.53 | Actual 13.26 |
Profitability
Profit Margin 9.07% | Operating Margin (TTM) 11.73% |
Management Effectiveness
Return on Assets (TTM) 2.19% | Return on Equity (TTM) 10.85% |
Valuation
Trailing PE 8.99 | Forward PE 5.47 | Enterprise Value 16410192305 | Price to Sales(TTM) 0.81 |
Enterprise Value 16410192305 | Price to Sales(TTM) 0.81 | ||
Enterprise Value to Revenue 0.94 | Enterprise Value to EBITDA - | Shares Outstanding 40700000 | Shares Floating 30317837 |
Shares Outstanding 40700000 | Shares Floating 30317837 | ||
Percent Insiders 1.8 | Percent Institutions 99.83 |
Upturn AI SWOT
Everest Group Ltd
Company Overview
History and Background
Everest Group Ltd is a research and consulting firm focused on the IT and business process services industry. Founded in 1991, it has evolved from a traditional IT advisory firm to a global leader in IT and business process outsourcing (BPO) research and consulting. Significant milestones include expanding its research coverage globally and developing proprietary frameworks and methodologies for evaluating service providers and technologies.
Core Business Areas
- Research and Advisory: Provides in-depth research reports, market intelligence, and consulting services on IT services, digital transformation, cloud computing, AI, and business process outsourcing. This includes benchmarking, vendor selection, and strategy development for enterprises and service providers.
- Benchmarking and Performance Improvement: Offers services to assess and improve the operational efficiency and effectiveness of IT and business process functions, utilizing data-driven insights and best practices.
- Digital Transformation Consulting: Advises organizations on their digital transformation journeys, helping them leverage emerging technologies and new operating models to drive business value.
Leadership and Structure
Everest Group is led by its founder and CEO, Peter Bendoraitis, and a team of senior partners and principals who bring extensive industry expertise. The company operates with a matrix structure, aligning research and consulting practices with industry verticals and technology domains.
Top Products and Market Share
Key Offerings
- Product Name 1: PEAK Matrixu00ae Assessments: Everest Group's proprietary PEAK Matrix is a data-driven framework used to assess and rank IT and business process service providers based on their performance, experience, and capabilities. It provides valuable insights for enterprises seeking service providers and for providers looking to benchmark themselves. Competitors for similar benchmarking services include Gartner, IDC, and Forrester Research.
- Product Name 2: Market Intelligence Reports: Comprehensive reports covering various segments of the IT and BPO market, including trends, market sizing, competitive landscapes, and emerging technologies. These reports are crucial for strategic planning and decision-making. Competitors include major market research firms like Gartner, IDC, and Forrester.
- Product Name 3: Consulting Services: Tailored consulting engagements for enterprises and service providers, including vendor selection, sourcing strategy, digital transformation roadmaps, and operational improvement. Competitors in this space are broad, ranging from large consulting firms like Accenture and Deloitte to specialized IT advisory firms.
Market Dynamics
Industry Overview
The IT and business process services industry is characterized by rapid technological advancements (AI, cloud, automation), increasing demand for digital transformation, and a dynamic global sourcing landscape. Companies are constantly seeking to optimize costs, improve agility, and leverage technology to gain competitive advantage. The market is highly competitive, with both large established players and niche specialists vying for market share.
Positioning
Everest Group is positioned as a leading independent research and advisory firm specializing in the IT and business process services sector. Its key competitive advantage lies in its deep industry expertise, proprietary PEAK Matrix methodology, and a commitment to data-driven insights, which differentiate it from broader technology research firms.
Total Addressable Market (TAM)
The TAM for IT and business process services research and consulting is substantial, estimated to be in the tens of billions of dollars globally, driven by enterprise IT spend, digital transformation initiatives, and outsourcing services. Everest Group addresses a significant portion of this TAM through its targeted research and consulting offerings for enterprises and service providers within its specialized domains.
Upturn SWOT Analysis
Strengths
- Deep industry expertise in IT and BPO services.
- Proprietary PEAK Matrixu00ae methodology for provider assessment.
- Strong reputation for independent and data-driven research.
- Global reach and comprehensive coverage of service providers.
- Focus on emerging technologies and digital transformation.
Weaknesses
- Niche focus may limit broader market appeal compared to general IT research firms.
- Reliance on a finite pool of specialized research analysts.
- Perceived as a premium-priced service.
Opportunities
- Growing demand for digital transformation services.
- Increasing complexity of IT sourcing and vendor management.
- Expansion into new geographic markets.
- Leveraging AI and automation for enhanced research and consulting.
- Partnerships with technology vendors and industry associations.
Threats
- Intense competition from established and emerging research firms.
- Economic downturns impacting enterprise IT spending.
- Rapid technological obsolescence requiring constant research updates.
- Consolidation among IT service providers affecting research coverage.
Competitors and Market Share
Key Competitors
- Gartner (IT)
- IDC (IT)
- Forrester Research (IT)
Competitive Landscape
Everest Group competes in a landscape with larger, more established players like Gartner and IDC, which have broader market coverage. However, Everest Group's specialization in IT and BPO services, its PEAK Matrix methodology, and its independent stance are significant advantages, allowing it to carve out a strong niche and attract clients seeking focused expertise. Its disadvantages may lie in its smaller overall scale and brand recognition compared to its larger rivals.
Growth Trajectory and Initiatives
Historical Growth: Everest Group has demonstrated consistent historical growth by expanding its research coverage, deepening its expertise in emerging technologies, and building a strong client base among Fortune 1000 enterprises and leading IT and business process service providers. Its expansion into new service areas and geographical markets has been a key driver.
Future Projections: Future growth is projected to be driven by the increasing complexity of the IT services market, the ongoing digital transformation across industries, and the demand for specialized, data-driven insights. Everest Group is well-positioned to capitalize on these trends by continuing to innovate its research methodologies and expand its consulting capabilities.
Recent Initiatives: Recent initiatives likely include enhancing its coverage of AI and machine learning services, expanding its digital transformation consulting practice, and developing new assessment frameworks for emerging technology adoption. The company also focuses on talent development to maintain its expert research and consulting teams.
Summary
Everest Group Ltd is a strong niche player in the IT and business process services research and advisory market, leveraging deep expertise and its proprietary PEAK Matrix methodology. Its focused approach and data-driven insights provide a significant competitive advantage. The company needs to continuously innovate and expand its offerings to counter the broader reach of larger competitors and adapt to the rapidly evolving technology landscape.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company website (Everest Group Ltd)
- Industry analysis reports
- Publicly available financial news and commentary (for competitive context)
Disclaimers:
This analysis is based on publicly available information and industry knowledge. Everest Group Ltd is a privately held company, and detailed financial performance data is not disclosed. Market share figures are estimates and may vary depending on the specific segment and reporting methodology. This information is for analytical purposes and not investment advice.
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.
About Everest Group Ltd
Exchange NYSE | Headquaters - | ||
IPO Launch date 1995-10-02 | CEO, President & Director Mr. James Allan Williamson | ||
Sector Financial Services | Industry Insurance - Reinsurance | Full time employees 3037 | Website https://www.everestglobal.com |
Full time employees 3037 | Website https://www.everestglobal.com | ||
Everest Group, Ltd., through its 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 also 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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