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Upturn AI SWOT - About
EG 
Everest Group Ltd (EG)
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Upturn Advisory Summary
06/27/2025: 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
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $398.58
1 Year Target Price $398.58
| 3 | Strong Buy |
| 3 | Buy |
| 6 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -46.49% | Avg. Invested days 18 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/27/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 14.32B USD | Price to earnings Ratio 17.01 | 1Y Target Price 398.58 |
Price to earnings Ratio 17.01 | 1Y Target Price 398.58 | ||
Volume (30-day avg) 12 | Beta 0.52 | 52 Weeks Range 318.14 - 400.59 | Updated Date 06/30/2025 |
52 Weeks Range 318.14 - 400.59 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 2.38% | Basic EPS (TTM) 19.8 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 4.88% | Operating Margin (TTM) 8.3% |
Management Effectiveness
Return on Assets (TTM) 1.21% | Return on Equity (TTM) 6.12% |
Valuation
Trailing PE 17.01 | Forward PE 6.83 | Enterprise Value 16344845695 | Price to Sales(TTM) 0.82 |
Enterprise Value 16344845695 | Price to Sales(TTM) 0.82 | ||
Enterprise Value to Revenue 0.95 | Enterprise Value to EBITDA - | Shares Outstanding 42534700 | Shares Floating 32163060 |
Shares Outstanding 42534700 | Shares Floating 32163060 | ||
Percent Insiders 1.41 | Percent Institutions 97.58 |
Analyst Ratings
Rating 4 | Target Price 398.58 | Buy 3 | Strong Buy 3 |
Buy 3 | Strong Buy 3 | ||
Hold 6 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Everest Group Ltd
Company Overview
History and Background
Everest Group Ltd. is a research firm focused on strategic IT, business services, engineering services, and sourcing. Founded in 1991, it provides insights and advisory services to global enterprises and service providers, helping them make informed decisions in sourcing, technology adoption, and market strategy.
Core Business Areas
- Research and Analytics: Provides data-driven insights and analysis on market trends, competitive landscapes, and emerging technologies within the global services industry.
- Advisory Services: Offers consulting services to enterprises and service providers, assisting with strategy development, sourcing decisions, technology adoption, and operational improvement.
- Events and Training: Conducts industry events and training programs to disseminate knowledge, facilitate networking, and enhance professional development.
Leadership and Structure
The company is led by Peter Bendor-Samuel (CEO & Founder) and has a hierarchical structure with research analysts, consultants, and support staff organized into practice areas and functional teams.
Top Products and Market Share
Key Offerings
- Everest Group PEAK Matrix: A proprietary framework for assessing the relative capabilities of service providers. Provides comparative assessments and market trends. Competitors include Gartner (IT) and Forrester (FORR). Market share is difficult to specify precisely, but Everest Group is considered a leading player in its specific segment of global services research and advisory. Estimated revenue is confidential.
- Market Vistau2122: Subscription-based data and analytics platform providing market intelligence on global services locations, costs, and talent availability. Competitors include Gartner (IT) and Forrester (FORR). Market share is difficult to specify precisely, but Everest Group is considered a leading player in its specific segment of global services research and advisory. Estimated revenue is confidential.
Market Dynamics
Industry Overview
The global services industry is experiencing rapid growth, driven by digital transformation, cloud adoption, and the increasing need for specialized expertise. The industry is characterized by intense competition, technological disruption, and evolving client expectations.
Positioning
Everest Group is positioned as a specialist research and advisory firm focused on the global services market. Its competitive advantages include its deep industry expertise, data-driven approach, and proprietary frameworks.
Total Addressable Market (TAM)
The total addressable market for IT and business services research and advisory is estimated to be in the tens of billions of dollars annually. Everest Group is well-positioned to capture a significant share of this market by focusing on specialized services and delivering actionable insights.
Upturn SWOT Analysis
Strengths
- Deep industry expertise
- Proprietary research methodologies
- Strong brand reputation
- Global presence
- Experienced leadership team
Weaknesses
- Smaller scale compared to larger competitors
- Limited brand recognition outside of core market
- Reliance on key personnel
- Revenue concentration in specific service areas
- Lack of diversified revenue streams
Opportunities
- Expanding into new geographies
- Developing new service offerings
- Leveraging digital technologies
- Acquiring complementary businesses
- Forming strategic partnerships
Threats
- Intense competition
- Technological disruption
- Economic downturns
- Changing client needs
- Data security breaches
Competitors and Market Share
Key Competitors
- Gartner (IT)
- Forrester (FORR)
- IDC
Competitive Landscape
Everest Group competes with larger, more diversified research and advisory firms. Its competitive advantages include its deep industry expertise, specialized focus, and data-driven approach. Its disadvantages include its smaller scale and limited brand recognition outside of its core market.
Growth Trajectory and Initiatives
Historical Growth: Growth has been driven by increasing demand for global services research and advisory. The company has expanded its service offerings and geographic reach over time.
Future Projections: Future growth is expected to be driven by digital transformation, cloud adoption, and the increasing complexity of the global services market.
Recent Initiatives: Recent initiatives include expanding into new markets, developing new service offerings, and investing in digital technologies.
Summary
Everest Group is a strong player in the niche market of global services research and advisory. Its deep industry expertise and data-driven approach are working well, but it faces competition from larger firms. Everest Group needs to continue to expand its service offerings and geographic reach to sustain growth and maintain its competitive edge. Data availability restricts a lot of the details of the full overview of the company.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Everest Group Website
- Industry Reports
- Analyst Estimates
Disclaimers:
Financial data is limited due to the company being privately held. Market share estimates are approximate and based on available information.
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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