EG
Everest Group
Financials · Reinsurance · US
$351.52
✗ ETHICAL FAIL

MODERATE MOAT
HIGH
Data Confidence: 100%
Full financial profile available
Market Cap
$13.9B
Trailing P/E
7.20
Forward P/E
5.80
Rev Growth
-4.7%
Profit Margin
11.7%
ROE
13.8%
Analyst Target
$387.13
Recommendation
BUY
About Everest Group

Everest Group, Ltd., together with 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 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.

Opportunity Summary
Trading at $352 against a fair value of $1215, a 71% discount. Moderate competitive position. Fails ethical screen (Business activity screen). Ranks better than 81% of screened stocks.
Ethical Screen
Business ActivityFAIL
Debt Ratio
Cash Ratio
Receivables Ratio
Revenue Ratio
OverallFAIL
Score Ethical: 10.0
Score Valuation: 95.0
Score Quality: 36.0
Score Combined: 45.2
Fair Value Est: $1,215.00 · Margin of Safety: +245.6% · Tier: AVOID

Full Analysis

Opportunity scores, earnings history, insider transactions, institutional holders, analyst consensus, and more.

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Opportunity Scores
Valuation100.0
Quality25.8
Cash Flow100.0
Moat50.0
Balance Sheet98.7
Debt Purity50.0
Liquid Purity50.0
Rev Purity50.0
Compliance100.0
Tier: GOLD · Score: 79.7 · Rank: #77
Earnings History (Last 8 Quarters)
DateEPS Est.Reported EPSSurprise %
2026-07-2914.17Pending--
2026-04-2913.9616.08+15.2%
2026-02-0413.8313.26-4.1%
2025-10-2714.527.54-48.1%
2025-07-3014.8217.36+17.1%
2025-04-308.344.90-41.2%
2025-02-03-17.03-13.96+18.0%
2024-10-3011.8511.80-0.4%
Quarterly Financials
PeriodRevenueNet IncomeEBITDAGross ProfitOp. IncomeEPS
2026-03-31$4.0B$653.0M16.21
2025-12-31$4.3B$446.0M10.77
2025-09-30$4.3B$255.0M6.09
2025-06-30$4.4B$680.0M16.10
2025-03-31$4.2B$210.0M4.90
Insider Transactions
DateNameRoleSharesValue
2026-05-12HABAYEB ELIAS FChief Financial Officer21,098$7.4M
2026-05-07KEEN JASON WARWICKOfficer775$272.7K
2026-04-01HARTZBAND MERYL D.Director96$31.2K
2026-04-01PAGE ALAN DARRYLDirector96$31.2K
2026-04-01HOWARD JOHN MDirector96$31.2K
2026-04-01LEVINE ALLANDirector96$31.2K
2026-03-13KOCIANCIC MARKChief Financial Officer1,369$442.0K
2026-03-13WILLIAMSON JAMES ALLANChief Executive Officer1,129$364.5K
2026-03-13BEGGS JILLOfficer684$220.8K
2026-02-26KOCIANCIC MARKChief Financial Officer3,691$1.3M
Top Institutional Holders
HolderSharesValue% Held
Blackrock Inc.3.3M$1.2B0.1%
Vanguard Capital Management LLC2.6M$928.9M0.1%
Vanguard Portfolio Management LLC2.2M$764.7M0.1%
State Street Corporation1.9M$652.6M0.0%
AQR Capital Management, LLC1.4M$481.8M0.0%
Vulcan Value Partners, LLC1.4M$480.3M0.0%
Geode Capital Management, LLC1.2M$417.5M0.0%
Barrow, Hanley Mewhinney & Strauss, LLC1.0M$362.7M0.0%
Wellington Management Group, LLP971.9K$342.8M0.0%
Invesco Ltd.812.3K$286.5M0.0%
Analyst Recommendations
3 Months Ago
3
3
10
16 analysts
2 Months Ago
3
3
10
16 analysts
Last Month
3
3
10
16 analysts
Current
3
3
10
16 analysts
Strong Buy Buy Hold Sell Strong Sell
Additional Fundamentals
Enterprise Value
$13.9B
Price/Book
0.92
Beta
0.341
Analysts
15
Total Revenue (TTM)
$17.3B
Total Debt
$3.6B
Earnings Growth
+230.7%
Dividend Yield
228.0%
Rec. Mean
2.44
Short Ratio
2.93
Short % Float
0.0%
Employees
3,064

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Trade Consideration
The Opportunity
Score 45.2 (P62 — top 38.5% of scored tickers). Moderate Moat. Ethical FAIL. 15 analysts at Buy.
Price: $351.52 | Target: $388.13 (+10%) | Fair Value: $1,215.00 (+246%)
Score
45
Moat
MODERATE
Conviction
Standard
Upside
+10%
The Fundamentals
Revenue Growth-4.7%
Profit Margin0.0%
ROE13.8%
Forward P/E5.8
Market Cap$13.9B
Earnings Track Record
DateEstimateReportedSurprise
2026-07-29$14.17Pending
2026-04-29$13.96$16.08+15.2%
2026-02-04$13.83$13.26-4.1%
2025-10-27$14.52$7.54-48.1%
2025-07-30$14.82$17.36+17.1%
2025-04-30$8.34$4.90-41.2%
Position Sizing Scenarios
Stop: $298.79 (-15%) | Entry: $351.52
SharesCostProfit to TargetR:R
To Consensus ($388.13, 15 analysts)
10$3,515.20+$366.10 (10%)0.7R
50$17,576.00+$1,830.50 (10%)0.7R
100$35,152.00+$3,661.00 (10%)0.7R
To Fair Value ($1,215.00)
10$3,515.20+$8,634.80 (246%)16.4R
50$17,576.00+$43,174.00 (246%)16.4R
100$35,152.00+$86,348.00 (246%)16.4R
Risk Factors
  • No elevated risk flags in current data
The Verdict
Everest Group holds a moderate competitive moat and trades at a 245.6% discount to fair value.
Quantitative Grade

A single score combining all analytical layers below. A is strongest, D is weakest.

C
Quant Score
55.0
Risk Grade
LOW_RISK
Layers
8
Risk Profile

How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.

VaR 95%
-2.1%
worst expected daily loss, 19 in 20 days
CVaR 95%
-4.0%
avg loss on the worst 5% of days
Annual Volatility
Sortino Ratio
-0.15
above 1.0 is good
Max Drawdown
-23.8%
Worst Day
Forward Outlook

Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.

30d Prob Up
90d Prob Up
Median Return 30d
Liquidity Score
85
Liquidity Grade
HIGHLY LIQUID
Trend & Momentum

What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?

Kalman Trend
Trend Strength
Momentum Signal
HMM Regime
RSI Signal
Technical Signals

Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.

MA Crossover
GOLDEN_CROSS
Bollinger Position
UPPER_HALF
Beta
Relative Volume
0.8x
Short Interest
Financial Health

Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.

Altman Z-Score
below 1.81 = distress zone
Piotroski F-Score
Earnings Beat Rate
50.0%
Earnings Consistency
Correlations

These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.

Most Correlated
TickerCorrelation
ACGL0.697
HIG0.642
AXS0.640
L0.634
CINF0.623
Inverse Correlated
TickerCorrelation
FRMI-0.217
MARAKEZ.KW-0.158
SRRK-0.155
NWTG-0.145
ZAINBH.BH-0.133
Seasonality

Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.

Best Day
Friday
Worst Day
Wednesday
Best Month
Nov
Worst Month
Oct
Fri-Mon Effect
0.032146985183849015
Earnings Drift

After this company beats earnings, does the price keep going up? Drift tracks post-earnings momentum.

Avg Drift After Beat
+1.8%
Beat Drift Positive %
66.7%
Consistency
Momentum Rankings

How does this ticker's recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.

1M Return
+2.6%
3M Return
+4.3%
6M Return
+16.2%
12M Return
+6.0%
Momentum Rank
#1888
Momentum Signal
UP

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