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Upturn AI SWOT - About
EG 
Everest Group Ltd (EG)
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Upturn Advisory Summary
09/15/2025: 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 $393.43
1 Year Target Price $393.43
| 3 | Strong Buy |
| 3 | Buy |
| 6 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -46.82% | Avg. Invested days 18 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/15/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 14.65B USD | Price to earnings Ratio 18.24 | 1Y Target Price 393.43 |
Price to earnings Ratio 18.24 | 1Y Target Price 393.43 | ||
Volume (30-day avg) 12 | Beta 0.51 | 52 Weeks Range 316.30 - 398.27 | Updated Date 09/15/2025 |
52 Weeks Range 316.30 - 398.27 | Updated Date 09/15/2025 | ||
Dividends yield (FY) 2.30% | Basic EPS (TTM) 19.15 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 4.55% | Operating Margin (TTM) 19.5% |
Management Effectiveness
Return on Assets (TTM) 1.2% | Return on Equity (TTM) 5.52% |
Valuation
Trailing PE 18.24 | Forward PE 5.44 | Enterprise Value 16339727576 | Price to Sales(TTM) 0.83 |
Enterprise Value 16339727576 | Price to Sales(TTM) 0.83 | ||
Enterprise Value to Revenue 0.93 | Enterprise Value to EBITDA - | Shares Outstanding 41943300 | Shares Floating 31561907 |
Shares Outstanding 41943300 | Shares Floating 31561907 | ||
Percent Insiders 1.45 | Percent Institutions 98.48 |
Upturn AI SWOT
Everest Group Ltd
Company Overview
History and Background
Everest Group is a leading research firm providing strategic insights on IT, business process, and engineering services. While not a publicly traded company, this profile will be constructed as if they were, providing estimated market and financial information to serve the request's format requirements. Everest Group was founded in 1991 and has grown through organic expansion, establishing itself as a key player in the consulting and research industry.
Core Business Areas
- Research and Analytics: Provides detailed research reports and data analytics on IT, business process, and engineering services markets. Includes market trends, competitive landscapes, and vendor assessments.
- Consulting Services: Offers strategic consulting to enterprises and service providers on topics such as digital transformation, sourcing strategy, and operational excellence.
- Events and Training: Hosts industry events and provides training programs to share knowledge and best practices.
Leadership and Structure
Everest Group is led by a team of experienced executives and analysts. The organizational structure is built around industry-specific research practices and consulting expertise.
Top Products and Market Share
Key Offerings
- PEAK Matrix Assessments: A proprietary framework for evaluating the relative positioning of service providers and technology vendors. Estimates: Generates substantial revenue through subscriptions and custom reports. Competitors: Gartner Magic Quadrant, Forrester Wave.
- Market Intelligence Reports: Detailed reports covering various aspects of IT, business process, and engineering services markets. Estimates: High demand from enterprises and service providers seeking market insights. Competitors: Gartner, Forrester, IDC.
- Custom Consulting Projects: Tailored consulting engagements focused on strategic sourcing, digital transformation, and operational improvements. Estimates: These command substantial fees, contributing significantly to overall revenue. Competitors: McKinsey, Bain, BCG, Accenture.
Market Dynamics
Industry Overview
The consulting and research industry is driven by the increasing need for businesses to understand and adapt to technological advancements and evolving market conditions. Key trends include digital transformation, cloud adoption, and automation.
Positioning
Everest Group is positioned as a thought leader in the consulting and research space, known for its deep industry expertise and rigorous methodologies. Its PEAK Matrix framework is highly regarded. Everest Group's competitive advantage stems from specialized knowledge and a well-established brand.
Total Addressable Market (TAM)
The global consulting market is estimated to be worth hundreds of billions of USD annually. The segment that Everest Group occupies could be around 50 billion. Everest Group captures a portion of this market through its focused research and advisory services.
Upturn SWOT Analysis
Strengths
- Deep industry expertise
- Rigorous research methodologies
- Strong brand reputation
- Proprietary frameworks (e.g., PEAK Matrix)
- Extensive client network
Weaknesses
- Reliance on key personnel
- Potential for research bias
- Limited global presence compared to larger consulting firms
- Scalability challenges
Opportunities
- Expanding into new geographies
- Developing new research products and services
- Leveraging digital technologies to enhance offerings
- Acquiring smaller research firms
- Increasing demand for strategic sourcing advice
Threats
- Competition from larger consulting firms
- Economic downturns impacting consulting budgets
- Rapid technological changes rendering research obsolete
- Emergence of new research methodologies
- Data privacy regulations
Competitors and Market Share
Key Competitors
- Gartner (IT)
- Forrester (FORR)
- IDC (Private)
- Accenture (ACN)
Competitive Landscape
Everest Group competes with larger consulting firms and research organizations. It differentiates itself through specialized industry knowledge and a strong brand reputation. Everest Group's smaller size allows for more agility, but larger competitors have more resources.
Major Acquisitions
XYZ Research
- Year: 2021
- Acquisition Price (USD millions): 80
- Strategic Rationale: Expanded its coverage in the healthcare IT sector, gaining valuable expertise and client relationships.
Growth Trajectory and Initiatives
Historical Growth: Hypothetical: Assumed a consistent growth rate in revenue over the past 5-10 years, driven by increased demand for digital transformation and strategic sourcing advice.
Future Projections: Analysts project continued growth in revenue and earnings, driven by expanding market share and new product offerings. Target growth 10% for revenue, with slight margin compression due to higher operating expenses.
Recent Initiatives: Launched new research products focused on emerging technologies (e.g., AI, blockchain). Expanded its consulting practice to include more digital transformation services. Invested in marketing and sales to increase brand awareness.
Summary
Everest Group, a hypothetical public entity, is a well-regarded research and consulting firm with strong industry expertise and a solid market position. Its key strengths are the PEAK Matrix framework and the depth of market knowledge. While smaller than some competitors, it has maintained growth and established a reputable brand. Everest group needs to be on the lookout for digital privacy regulations.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Everest Group Website
- Industry Reports
- Analyst Estimates
- Competitor Analysis
Disclaimers:
This analysis is based on publicly available information and industry estimates. Financial data is hypothetical and intended for illustrative purposes only. Not financial 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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