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Everest Group Ltd (EG)
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Upturn Advisory Summary
12/05/2025: EG (1-star) is currently NOT-A-BUY. Pass it for now.
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 $368.86
1 Year Target Price $368.86
| 3 | Strong Buy |
| 3 | Buy |
| 6 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -52.28% | Avg. Invested days 21 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/05/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 13.01B USD | Price to earnings Ratio 23.05 | 1Y Target Price 368.86 |
Price to earnings Ratio 23.05 | 1Y Target Price 368.86 | ||
Volume (30-day avg) 12 | Beta 0.38 | 52 Weeks Range 300.51 - 366.49 | Updated Date 12/7/2025 |
52 Weeks Range 300.51 - 366.49 | Updated Date 12/7/2025 | ||
Dividends yield (FY) 2.55% | Basic EPS (TTM) 13.45 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 3.12% | Operating Margin (TTM) 7.73% |
Management Effectiveness
Return on Assets (TTM) 0.75% | Return on Equity (TTM) 3.6% |
Valuation
Trailing PE 23.05 | Forward PE 5.33 | Enterprise Value 15231369553 | Price to Sales(TTM) 0.74 |
Enterprise Value 15231369553 | Price to Sales(TTM) 0.74 | ||
Enterprise Value to Revenue 0.87 | Enterprise Value to EBITDA - | Shares Outstanding 41978058 | Shares Floating 31586390 |
Shares Outstanding 41978058 | Shares Floating 31586390 | ||
Percent Insiders 1.45 | Percent Institutions 99.37 |
Upturn AI SWOT
Everest Group Ltd
Company Overview
History and Background
Everest Group Ltd. is a privately held company that provides research and consulting services. It was founded in 1991. The company has established itself as a leading authority in IT services and outsourcing research. It has grown organically and through strategic partnerships to become a key player in advisory services for businesses looking to navigate complex technology landscapes.
Core Business Areas
- IT Services Research: Provides in-depth research and analysis on the global IT services market, including trends, vendor landscapes, and service provider capabilities.
- Management Consulting: Offers advisory services to enterprises on sourcing, digital transformation, cloud strategy, and other technology-related business challenges.
- Talent and Organization Advisory: Focuses on helping organizations build and manage their talent pools and organizational structures to support technology initiatives.
Leadership and Structure
Everest Group Ltd. is a privately held company and does not publicly disclose its full leadership team or detailed organizational structure in the same way as a publicly traded entity. Key leadership roles are typically held by senior partners and principals who drive the research and consulting practices.
Top Products and Market Share
Key Offerings
- Global Services Delivery Intelligence: A comprehensive platform providing data, analytics, and insights into the global IT and business services market. Competitors include Gartner, IDC, and Forrester.
- Digital Transformation Advisory: Consulting services focused on helping enterprises adopt and implement digital technologies and strategies. Competitors include Accenture, Deloitte, and McKinsey & Company.
- Sourcing and Vendor Management Solutions: Advisory services and research to optimize IT sourcing strategies and vendor relationships. Competitors include Avasant and ISG.
Market Dynamics
Industry Overview
The IT services and consulting industry is highly dynamic, driven by digital transformation, cloud adoption, AI, and the need for cybersecurity. Companies are increasingly relying on external expertise to navigate these complex technological shifts and optimize their IT investments. The market is characterized by intense competition, rapid innovation, and a growing demand for specialized services.
Positioning
Everest Group Ltd. is positioned as a specialized research and advisory firm with deep expertise in IT services and outsourcing. Its competitive advantages lie in its independent research, focused market insights, and actionable recommendations for enterprises and service providers.
Total Addressable Market (TAM)
The global IT services and consulting market is valued in the hundreds of billions of dollars. Everest Group Ltd. addresses a significant portion of this by focusing on the advisory and research needs of enterprises and service providers within this ecosystem. Its position is strong within its niche of independent, high-value research and consulting.
Upturn SWOT Analysis
Strengths
- Deep industry expertise in IT services and outsourcing.
- Strong reputation for independent and objective research.
- Established relationships with key players in the IT services industry.
- Focus on actionable insights for clients.
- Agility as a privately held company.
Weaknesses
- Limited brand recognition compared to larger, publicly traded consulting firms.
- As a private company, less access to public capital for aggressive expansion.
- Potential for reliance on a few key individuals for expertise.
- Scalability of personalized consulting services.
Opportunities
- Growing demand for digital transformation and cloud consulting.
- Expansion into emerging technology areas (e.g., AI, blockchain).
- Increased need for vendor selection and management services.
- Geographic expansion of research and advisory services.
- Partnerships with technology vendors and other consulting firms.
Threats
- Intense competition from established research firms and large consulting companies.
- Economic downturns impacting client spending on IT services and consulting.
- Rapid technological changes requiring continuous adaptation of research focus.
- Data security and privacy concerns affecting client trust.
- Talent acquisition and retention challenges in a competitive market.
Competitors and Market Share
Key Competitors
- Gartner Inc. (IT)
- International Data Corporation (IDC - Private)
- Forrester Research Inc. (FORR)
Competitive Landscape
Everest Group Ltd. competes with larger, publicly traded firms like Gartner and Forrester, as well as numerous boutique consulting firms. Its ability to provide niche, in-depth research and personalized advisory services is a key differentiator. However, its lack of public financial transparency can be a disadvantage when competing for certain large-scale engagements.
Growth Trajectory and Initiatives
Historical Growth: Everest Group Ltd. has demonstrated consistent growth over its history by expanding its research coverage, developing new advisory services, and building a strong client base within the IT services and outsourcing sector.
Future Projections: Future growth is likely to be driven by its ability to adapt to evolving technology trends and provide clients with critical insights for digital transformation, cloud adoption, and IT sourcing.
Recent Initiatives: Recent initiatives likely involve expanding research into new technology domains, enhancing their data analytics capabilities, and strengthening their consulting services to address the complex challenges faced by enterprises in the digital age.
Summary
Everest Group Ltd. is a reputable research and consulting firm with deep expertise in IT services and outsourcing. Its strengths lie in its independent analysis and actionable insights, positioning it well in the dynamic IT landscape. However, as a private entity, it faces challenges in public brand recognition and capital access compared to larger competitors. Continued focus on emerging technologies and client-centric advisory services will be crucial for its future growth.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company website (general information)
- Industry analyst reports (general market context)
- Publicly available business news and profiles
Disclaimers:
Information on private companies is often limited. This analysis is based on publicly available data and general industry knowledge, and does not constitute financial advice. Specific financial figures for Everest Group Ltd. are not publicly disclosed.
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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