Positioning no disclosures inside 60 days, left as found
Options put/call open interest 0.97, read 2026-10-24
Ethical does not pass the values gate
Price398.60 USD
Fair value489.00
Ethical score10.0/100
RatingAVOID
Our investment reviews on this name
2026-10-11Read Accumulation369.80+7.8% to today ✓Markdown gives way to Accumulation first Accumulation read since July
2026-10-02Read Markdown369.80+7.8% to today Distribution gives way to Markdown with results news in the headlines
2026-08-27Read Distribution370.06+7.7% to today Accumulation gives way to Distribution after an 11% rise in 8 weeks
2026-07-02Read Accumulation334.41+19.2% to today ✓First review on file: Accumulation
Our analytic regime reads on this name, dated and marked against the screened price. Small sample per name, and separate from the daily-framework accuracy on the Track Record page.
Everest Group holds its Accumulation at $398.60. The statistical read favours the buyers, held for 49 days.
As held on the ledger · 2026-10-23
Phase
Accumulation
Quantitative state
The statistical read favours the buyers, held for 49 days
Price at the screen
$398.60
Valuation
8.23 trailing · 6.47 forward price to earnings
Values screen
FAIL· score 10.0
Beta
0.26
The Workings
Five Screens, Shown in Full
Does not pass. Business activity screen
Test
Figure
Limit
What it means
Status
Business activity
Excluded
Core business clean
Business activity: Financials sector
Fail
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
The Ethical Read
Why It Falls Short, in Plain English
Everest does not clear the screen at the business-activity stage. It operates in conventional financial services, which the screen treats as interest-based, so the financial ratios are not the deciding factor here.
Read as at 2026-10-27. It updates when the underlying figures move, and past reads are kept below.
Follow this verdict
Get an email when EG's ethical verdict changes
Today EG does not pass the screen. If new figures move it to a pass, we send you one short email with the before and after. Verdicts change rarely, so you may not hear from us for a long time.
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What the Numbers Say It Is Worth
The Fair Value Range
Our analysis reads AVOID: it trades at roughly a 26% discount to our $489.00 fair value, moderate competitive moat.
Fair value range in USD, drawn from the 2026-10-23 screen. The gold marker is the market price at the same screen. A 25.7% margin of safety to the base estimate.
Third-party analyst targets: 16 covering, consensus Buy. The average target sits +0% from the screen price.
Reading the gap · Our model sees value the Street hasn't fully caught up to yet.
Price History & Projections
Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-10-23 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Reinsurer valuation hides a clear ethical fail
Picture a Bermuda reinsurer taking premiums on everything from Florida hurricanes to European factories. Everest Group trades at 6.3 times forward earnings with a 14 percent return on equity, yet the numbers sit beside falling revenue and only moderate competitive protection.
We pass for one straightforward reason. The business activity screen flags the company, and that single ethical breach overrides any apparent cheapness on paper.
The low multiple may simply reflect peak cycle earnings rather than a durable bargain, while consensus targets sit only modestly above the current price. Analysis, not advice.
The risks · The things to watch: its business and earnings are exposed to Bermuda and to currency swings.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
EG trades on a US exchange (the company is based in Bermuda). As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-10-25Accumulation$389.10+0.0%Entry 9
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 13% above its long-term trend line with momentum reading bullish. Over the past year the shares are up 1%. Our forward projection puts the odds of a 10% gain over the next month near 11%. The street (16 analysts) rates it buy, with a mean price target of $410.
2026-10-18Accumulation$389.10+5.2%Entry 8
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved up 5.2% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is momentum reading neutral. Over the past year the shares are up 1%. Our forward projection puts the odds of a 10% gain over the next month near 11%. The street (16 analysts) rates it buy, with a mean price target of $410.
The framework has shifted from markdown to accumulation since the last review. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is momentum reading neutral. Over the past year the shares are up 1%. Our forward projection puts the odds of a 10% gain over the next month near 11%. The street (16 analysts) rates it buy, with a mean price target of $410.
2026-10-02Markdown · changed$369.80-0.1%Entry 6
The framework has shifted from distribution to markdown since the last review. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.1% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is momentum reading neutral. Over the past year the shares are up 1%. Our forward projection puts the odds of a 10% gain over the next month near 11%. The street (16 analysts) rates it buy, with a mean price target of $411.
The framework has shifted from accumulation to distribution since the last review. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 3.3% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is momentum reading neutral. Over the past year the shares are up 1%. Our forward projection puts the odds of a 10% gain over the next month near 11%. The street (15 analysts) rates it buy, with a mean price target of $408.
2026-07-27Accumulation$382.57+14.4%Entry 4
Our analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved up 14.4% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is momentum reading neutral. Over the past year the shares are up 1%. Our forward projection puts the odds of a 10% gain over the next month near 11%. The street (15 analysts) rates it buy, with a mean price target of $388.
2026-07-18Accumulation$334.41+0.0%Entry 3
Our analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is momentum reading neutral. Over the past year the shares are up 1%. Our forward projection puts the odds of a 10% gain over the next month near 11%. The street (15 analysts) rates it buy, with a mean price target of $388.
2026-07-03Accumulation$334.41+0.0%Entry 2
Our analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns.
2026-07-02Accumulation$334.41Entry 1
Our analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
