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EG

NEUTRAL
$343.38 Live
Everest Group, Ltd. · NYSE
Target $371.53 (+8.2%)
$302.44 52W Range $368.29
Overview AI Snowflake Price Valuation Profitability Growth Health Statements Peers Insiders SEC Filings

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 26, 2026
Market cap
$13.74B
P/E
9.08
ROE
10.8%
Profit margin
9.1%
Debt/Equity
0.24
Dividend yield
2.33%

AI Analysis

AI-powered fundamental assessment

Confidence
85%
Everest Group (EG) presents a classic deep-value profile, characterized by a stable Piotroski F-Score of 4/9 and a significant discount to its Graham Number of $568.48. While the stock trades attractively with a P/B of 0.90 and a low P/E of 9.08, these metrics are offset by negative YoY revenue growth (-2.90%) and a completely bearish technical trend (0/100). The discrepancy between the Graham Number and the growth-based Intrinsic Value ($264.67) highlights a tension between asset-based value and actual growth performance. Overall, the company is financially sound with low leverage, but lacks the immediate catalysts required for a bullish rating.

Key Strengths

Significant undervaluation relative to book value (P/B 0.90)
Very low leverage with a Debt/Equity ratio of 0.24
Highly sustainable dividend with a low payout ratio of 21.16%
Attractive valuation multiples (P/E 9.08, Forward P/E 5.64)
Strong analyst support with a 'Buy' consensus and target price of $371.53

Key Risks

Negative revenue growth trends (YoY -2.90%, Q/Q -6.35%)
Poor recent earnings track record with only 1 beat in the last 4 quarters
Bearish technical momentum (Technical Trend score 0/100)
Mediocre Piotroski F-Score (4/9) indicating stagnant financial health
Low Return on Assets (ROA 2.22%) compared to sector potential
AI Fair Value Estimate
Based on comprehensive analysis
$385.0
+12.1% above current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
62
Strong
Value
92
Future
35
Past
55
Health
50
Dividend
78
AI Verdict
Deep Value / Low Momentum
Key drivers: Low P/B and P/E ratios, Negative revenue growth, Strong balance sheet, Bearish technicals
Confidence
90%
Value
92/100

Ref P/E 9.08, PEG 0.97, Graham Number $568.48

Positives
  • Price is well below Graham Number
  • P/B < 1.0
  • PEG ratio < 1.0
Watchpoints
  • Intrinsic value based on growth is lower than current price
Future
35/100

Ref Revenue Growth -2.90%, Technical Trend 0/100

Positives
  • Positive analyst target price
Watchpoints
  • Declining revenue growth
  • Bearish technical trend
  • Recent earnings misses
Past
55/100

Ref Historical price changes and earnings surprises

Positives
  • Positive 5-year price change (+42.1%)
Watchpoints
  • Negative 1-year and 3-year price performance
  • Recent quarterly surprise average of -11.69%
Health
50/100

Ref Piotroski F-Score 4/9, Debt/Equity 0.24

Positives
  • Very low Debt/Equity (0.24)
Watchpoints
  • Piotroski F-Score of 4/9 is only 'Stable', not 'Strong'
Dividend
78/100

Ref Yield 2.33%, Payout 21.16%

Positives
  • Low payout ratio (21.16%) suggests high safety
  • Consistent dividend rate
Watchpoints
  • Yield is modest at 2.33%

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$343.38
Analyst Target
$371.53
Upside/Downside
+8.2%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for EG and closest competitors.

Updated 2026-04-24
EG
Everest Group, Ltd.
Primary
5Y
+42.1%
3Y
-2.3%
1Y
-2.1%
6M
-1.0%
1M
+6.0%
1W
-2.3%
IRE
IREN Limited
Peer
5Y
+89.7%
3Y
+1824.1%
1Y
+348.9%
6M
+451.4%
1M
-31.8%
1W
-25.7%
ERI
Erie Indemnity Company
Peer
5Y
+25.4%
3Y
+14.0%
1Y
-32.1%
6M
-21.8%
1M
-0.3%
1W
+3.2%
BEN
Franklin Resources, Inc.
Peer
5Y
+21.5%
3Y
-0.8%
1Y
+34.2%
6M
+4.8%
1M
+6.1%
1W
-2.6%
ALL
Ally Financial Inc.
Peer
5Y
+4.1%
3Y
+73.2%
1Y
+34.9%
6M
+8.0%
1M
+17.5%
1W
+1.3%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
9.08
Forward P/E
5.64
PEG Ratio
0.97
P/B Ratio
0.9
P/S Ratio
0.78
EV/Revenue
0.76
EV/EBITDA
N/A
Market Cap
$13.74B

Profitability

Profit margins and return metrics

Profit Margin 9.07%
Operating Margin 12.33%
Gross Margin 12.5%
ROE 10.85%
ROA 2.22%

Growth

Revenue and earnings growth rates

Revenue Growth -2.9%
Earnings Growth N/A
Q/Q Revenue Growth -6.35%
Q/Q Earnings Growth N/A

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.24
Low debt
Current Ratio
1.12
Good
Quick Ratio
0.72
Poor
Cash/Share
$106.76

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$4.3B
Net Margin
10.3%
Total Assets
$62.5B
Equity
$15.5B
Operating CF
$-0.4B
Free Cash Flow
$-0.4B
FCF Yield
100%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-04-29
$N/A
2026-02-04
$13.26
-4.1% surprise
2025-10-27
$7.54
-48.1% surprise
2025-07-30
$17.36
+17.1% surprise

Financial Services Sector Comparison

Comparing EG against 697 companies in the Financial Services sector (120 bullish, 285 neutral, 292 bearish)
P/E Ratio
9.08
This Stock
vs
38.65
Sector Avg
-76.5% (Discount)
Return on Equity (ROE)
10.85%
This Stock
vs
-2.77%
Sector Avg
-492.0% (Below Avg)
Profit Margin
9.07%
This Stock
vs
60.34%
Sector Avg
-85.0% (Weaker)
Debt to Equity
0.24
This Stock
vs
1.43
Sector Avg
-82.8% (Less Debt)
Revenue Growth
-2.9%
This Stock
vs
39.95%
Sector Avg
-107.3% (Slower)
Current Ratio
1.12
This Stock
vs
3.42
Sector Avg
-67.2% (Weaker)

Similar Companies

Peer comparison within the same industry

EG Everest Group, Ltd.
NEUTRAL
Mkt Cap
$13.7B
P/E
9.1
ROE
10.8%
Price
$343.38
IREN IREN Limited
BEARISH
Mkt Cap
$13.8B
P/E
26.6
ROE
26.1%
Price
$46.37
 Compare with EG
ERIE Erie Indemnity Company
NEUTRAL
Mkt Cap
$13.2B
P/E
23.2
ROE
26.2%
Price
$253.38
 Compare with EG
BEN Franklin...
NEUTRAL
Mkt Cap
$13.2B
P/E
28.4
ROE
3.8%
Price
$25.31
 Compare with EG
ALLY Ally Financial Inc.
BULLISH
Mkt Cap
$13.1B
P/E
18.0
ROE
5.8%
Price
$42.24
 Compare with EG

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

LEVINE ALLAN
Director
Stock Award
2026-04-01
96 shares · $31,227
HARTZBAND MERYL D.
Director
Stock Award
2026-04-01
96 shares · $31,227
PAGE ALAN DARRYL
Director
Stock Award
2026-04-01
96 shares · $31,227
HOWARD JOHN M
Director
Stock Award
2026-04-01
96 shares · $31,227
KOCIANCIC MARK
Chief Financial Officer
Stock Award
2026-03-13
1,369 shares · $442,009
WILLIAMSON JAMES ALLAN
Chief Executive Officer
Stock Award
2026-03-13
1,129 shares · $364,520
BEGGS JILL
Officer
Stock Award
2026-03-13
684 shares · $220,843
AMORE JOHN J
Director
Stock Award
2026-02-26
960 shares · $325,142
LEVINE ALLAN
Director
Stock Award
2026-02-26
960 shares · $325,142
LOSQUADRO GERALDINE M
Director
Stock Award
2026-02-26
960 shares · $325,142
MCNEILAGE HAZEL M.
Director
Stock Award
2026-02-26
960 shares · $325,142
KOCIANCIC MARK
Chief Financial Officer
Stock Award
2026-02-26
3,691 shares · $1,250,105
WILLIAMSON JAMES ALLAN
Chief Executive Officer
Stock Award
2026-02-26
7,751 shares · $2,625,186
FREILING ROBERT J.
Officer
Stock Award
2026-02-26
752 shares · $254,695
BEGGS JILL
Officer
Stock Award
2026-02-26
1,477 shares · $500,245
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K
8-K
2026-04-13

EG reported its first-quarter financial results for 2026.

DEF 14A
DEF 14A
2026-04-10

EG filed its definitive proxy statement on April 10, 2026, providing shareholders with necessary information and voting materials for the upcoming annual meeting.

8-K
8-K
2026-03-23
8-K
8-K
2026-03-16

EG filed an 8-K on March 16, 2026, likely to announce its annual financial results.

10-K
10-K
2026-02-26

EG submitted its annual 10-K filing on February 26, 2026. The provided excerpts do not contain specific financial data or detailed risk disclosures for analysis.

8-K
8-K
2026-02-04

EG reported its financial results for the fourth quarter and full year ended December 31, 2025.

8-K
8-K
2025-12-02
8-K
8-K
2025-11-20
10-Q
10-Q
2025-10-31

EG submitted its 10-Q filing on October 31, 2025. While specific financial highlights were not provided in the excerpt, the filing includes a section detailing risk factors under Item 1A.

8-K
8-K
2025-10-28

EG filed an 8-K on October 28, 2025, likely to announce its third-quarter financial results.

8-K
8-K
2025-10-27
8-K
8-K
2025-10-27
8-K
8-K
2025-10-16
8-K
8-K
2025-09-24
8-K
8-K
2025-08-20
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
BUY
15 analysts
Wells Fargo
2026-04-16
Maintains
Equal-Weight Equal-Weight
B of A Securities
2026-04-14
Maintains
Buy Buy
Mizuho
2026-04-13
Maintains
Neutral Neutral
Wells Fargo
2026-04-09
Maintains
Equal-Weight Equal-Weight
Barclays
2026-04-08
Maintains
Overweight Overweight
Keefe, Bruyette & Woods
2026-04-07
Maintains
Outperform Outperform
Wells Fargo
2026-02-06
Maintains
Equal-Weight Equal-Weight
Cantor Fitzgerald
2026-01-14
Maintains
Neutral Neutral
Wells Fargo
2026-01-13
Maintains
Equal-Weight Equal-Weight
Barclays
2026-01-08
Maintains
Overweight Overweight

Past News Coverage

Recent headlines mentioning EG from our newsroom.

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