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Upturn AI SWOT - About
EG 
Everest Group Ltd (EG)
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Upturn Advisory Summary
08/28/2025: 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 $392.36
1 Year Target Price $392.36
| 3 | Strong Buy |
| 3 | Buy |
| 6 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -47.12% | Avg. Invested days 17 | 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 08/28/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 14.26B USD | Price to earnings Ratio 17.76 | 1Y Target Price 392.36 |
Price to earnings Ratio 17.76 | 1Y Target Price 392.36 | ||
Volume (30-day avg) 12 | Beta 0.49 | 52 Weeks Range 318.14 - 400.59 | Updated Date 08/29/2025 |
52 Weeks Range 318.14 - 400.59 | Updated Date 08/29/2025 | ||
Dividends yield (FY) 2.33% | Basic EPS (TTM) 19.14 |
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 17.76 | Forward PE 7.06 | Enterprise Value 15941685745 | Price to Sales(TTM) 0.8 |
Enterprise Value 15941685745 | Price to Sales(TTM) 0.8 | ||
Enterprise Value to Revenue 0.91 | Enterprise Value to EBITDA - | Shares Outstanding 41943300 | Shares Floating 31561907 |
Shares Outstanding 41943300 | Shares Floating 31561907 | ||
Percent Insiders 1.45 | Percent Institutions 98.47 |
Upturn AI SWOT
Everest Group Ltd
Company Overview
History and Background
Everest Group is a research firm focused on strategic IT, business services, engineering services and sourcing. Founded in 1991, they provide data, analytics, and insights to global services leaders.
Core Business Areas
- Research Services: Provides detailed market research, analysis, and insights for global services, sourcing, and IT strategies. Includes reports, data, and advisory services.
- Consulting Services: Offers consulting services to help organizations optimize their sourcing strategies, improve operational efficiency, and drive innovation. This includes due diligence and vendor selection.
- Membership Programs: Everest Group offers membership programs providing access to exclusive research, events, and networking opportunities.
Leadership and Structure
The company is led by CEO Peter Bendor-Samuel. Organizational structure is based on functional areas like Research, Consulting, and Sales, with teams specializing in specific industries and service domains.
Top Products and Market Share
Key Offerings
- Everest Group PEAK Matrix: A proprietary framework for assessing the relative market impact and vision & capability of service providers. Used to guide sourcing decisions. Competitors include Gartner Magic Quadrant, Forrester Wave. Market share is not directly quantifiable, but it's a well-recognized framework.
- Market Intelligence Reports: Detailed analyses of various segments within the global services market. Competitors are Gartner, Forrester. Market share data unavailable.
Market Dynamics
Industry Overview
The global services market is experiencing growth driven by digital transformation, cloud adoption, and the need for cost optimization. The industry is competitive, with numerous research firms and consultancies vying for market share.
Positioning
Everest Group is positioned as a leading research and consulting firm specializing in global services. Its competitive advantages include its deep industry expertise, comprehensive research methodologies, and strong client relationships.
Total Addressable Market (TAM)
The estimated TAM for IT and business consulting and market research is several hundred billion dollars. Everest Group is positioned to capture a fraction of this through its specialized offerings.
Upturn SWOT Analysis
Strengths
- Deep industry expertise
- Proprietary research methodologies (PEAK Matrix)
- Strong client relationships
- Global presence
- Comprehensive service offerings
Weaknesses
- Smaller brand recognition compared to larger competitors like Gartner and Forrester
- Dependence on specialized research expertise
- Potentially limited geographic reach in some regions
Opportunities
- Growing demand for digital transformation consulting
- Expansion into new geographic markets
- Development of new research products and services
- Strategic partnerships and acquisitions
- Increased adoption of outsourcing and shared services
Threats
- Increased competition from larger research firms and consultancies
- Economic downturn impacting IT and business services spending
- Rapid technological changes requiring continuous adaptation
- Changes in client preferences and sourcing strategies
Competitors and Market Share
Key Competitors
- Gartner (IT)
- Forrester Research (FORR)
- Accenture (ACN)
- Deloitte (Private)
- Infosys (INFY)
Competitive Landscape
Everest Group competes with larger research firms and consultancies, differentiating itself through its specialized focus on global services and its PEAK Matrix methodology.
Major Acquisitions
N/A
- Year: 0
- Acquisition Price (USD millions): 0
- Strategic Rationale: N/A
Growth Trajectory and Initiatives
Historical Growth: Growth is driven by increasing demand for IT and business services research and consulting.
Future Projections: Expected to continue growing in line with the global services market.
Recent Initiatives: Focus on expanding its digital transformation research and consulting capabilities.
Summary
Everest Group is a strong player in the global services research and consulting market. Its specialization, particularly the PEAK Matrix, is a key differentiator. It needs to increase its brand recognition to compete more effectively with larger firms. Potential threats include economic downturns and rapid tech changes.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Everest Group website
- Company reports
- Industry analysis
- General market data
Disclaimers:
Financial data for Everest Group is unavailable due to its private status. Market share estimates are approximate and based on available information. Analysis is for informational purposes only and should not be considered 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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