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EG 
Everest Group Ltd (EG)
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Upturn Advisory Summary
11/05/2025: 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 $375.07
1 Year Target Price $375.07
| 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 11/05/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 13.34B USD | Price to earnings Ratio 23.31 | 1Y Target Price 375.07 |
Price to earnings Ratio 23.31 | 1Y Target Price 375.07 | ||
Volume (30-day avg) 12 | Beta 0.38 | 52 Weeks Range 302.44 - 385.41 | Updated Date 11/5/2025 |
52 Weeks Range 302.44 - 385.41 | Updated Date 11/5/2025 | ||
Dividends yield (FY) 2.55% | Basic EPS (TTM) 13.63 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Earnings Date
Report Date 2025-10-29 | When After Market | Estimate 9.31 | Actual 7.54 |
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 23.31 | Forward PE 5.47 | Enterprise Value 16410192305 | Price to Sales(TTM) 0.75 |
Enterprise Value 16410192305 | Price to Sales(TTM) 0.75 | ||
Enterprise Value to Revenue 0.94 | Enterprise Value to EBITDA - | Shares Outstanding 41978058 | Shares Floating 31570018 |
Shares Outstanding 41978058 | Shares Floating 31570018 | ||
Percent Insiders 1.46 | Percent Institutions 98.84 |
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 advisory and research services to leading organizations worldwide. It has evolved from an outsourcing advisory firm to offering broader digital transformation and technology research.
Core Business Areas
- Research Services: Provides detailed research reports and data analysis on various technology and business services markets.
- Advisory Services: Offers consulting services to help clients with strategic decisions related to sourcing, technology adoption, and digital transformation.
- Executive Programs: Offers peer collaboration and knowledge sharing forums for executives in specific industries.
Leadership and Structure
The leadership team consists of senior partners and managing directors with extensive experience in the IT and business services industries. The organizational structure is typically matrixed, with teams organized around industry verticals and service lines.
Top Products and Market Share
Key Offerings
- PEAK Matrix Assessments: A proprietary framework for evaluating and comparing service providers. It's widely used within the IT services and Business Process Outsourcing (BPO) industries. While specific market share is not publicly available, it's considered a leading assessment in the space. Competitors include Gartner, Forrester, and IDC.
- Market Vistau2122: A subscription-based database providing market intelligence on global services locations and sourcing trends. Market share details are not public; competitors include Avasant and Ryan Strategic Advisory.
- Custom Research Projects: Tailored research and consulting engagements addressing specific client needs. Revenue contribution is project-dependent and varies yearly. Competition comes from consulting firms like McKinsey, BCG, and Accenture.
Market Dynamics
Industry Overview
The market for IT, business services, and sourcing advisory is characterized by increasing demand for digital transformation and cloud adoption guidance. Enterprises seek objective insights to optimize technology investments and vendor relationships.
Positioning
Everest Group Ltd is positioned as a specialist research and advisory firm focused on the global services market. Its competitive advantages lie in its deep industry expertise, proprietary research methodologies, and objective point of view. It focuses on objective third party perspective.
Total Addressable Market (TAM)
The TAM for IT and business services advisory is estimated to be in the billions of dollars annually. Everest Group Ltd is well-positioned to capture a portion of this market through its specialized research and advisory offerings.
Upturn SWOT Analysis
Strengths
- Deep industry expertise
- Proprietary research methodologies (e.g., PEAK Matrix)
- Strong brand reputation
- Objective and independent perspective
- Global presence
Weaknesses
- Relatively smaller size compared to larger consulting firms
- Potential reliance on key personnel
- Limited brand awareness outside of the sourcing community
- Focused niche can limit growth opportunities
Opportunities
- Growing demand for digital transformation advisory
- Expansion into new geographies and industry verticals
- Development of new research and advisory products
- Increased adoption of cloud computing and automation
Threats
- Increased competition from larger consulting firms
- Economic downturn impacting IT spending
- Rapid technological changes rendering research outdated
- Consolidation in the IT and business services industry
Competitors and Market Share
Key Competitors
- Gartner (IT)
- Forrester Research (FORR)
- IDC (Subsidiary of IDG Capital)
Competitive Landscape
Everest Group Ltd competes with larger research and consulting firms but differentiates itself through its deep expertise in the global services market and its objective, independent perspective. It often focuses on niche segments within the broader IT and business services landscape.
Major Acquisitions
N/A
- Year: 0
- Acquisition Price (USD millions): 0
- Strategic Rationale: N/A
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by increased demand for sourcing advisory and digital transformation services. Exact figures are not public.
Future Projections: Future growth is expected to be driven by continued adoption of digital technologies and increased outsourcing activity. Specific projections are not available from public sources.
Recent Initiatives: Recent initiatives include expanding its research coverage to new technology areas and developing new advisory services related to cloud, AI, and automation.
Summary
Everest Group Ltd is a well-regarded research and advisory firm with a strong focus on the global services market. Its strengths lie in its deep industry expertise and objective perspective. As a privately held company, detailed financial performance is unavailable. Continued growth will likely depend on capitalizing on digital transformation trends and expanding its service offerings.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Everest Group Ltd website
- Company press releases
- Industry reports and publications
- Analyst estimates and reports
Disclaimers:
Financial data is limited due to Everest Group Ltd's private status. Market share estimates are approximate and based on industry analysis. This analysis is for informational purposes only and should not be considered 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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