Everest Group Stock Buy Hold or Sell Recommendation
| EG Stock | 383.73 3.83 0.99% |
Allowing for the 90-day total investment horizon and your above-average risk tolerance, our recommendation regarding Everest Group is 'Strong Hold'. Macroaxis provides Everest buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding Everest positions.
Check out Everest Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual companies such as Everest and provide practical buy, sell, or hold advice based on investors' constraints. Everest Group. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in price.
Everest |
Execute Everest Buy or Sell Advice
The Everest recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Everest Group. Macroaxis does not own or have any residual interests in Everest Group or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Everest's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Responds to the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Everest Trading Alerts and Improvement Suggestions
| Over 96.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from gurufocus.com: Jefferies Downgrades Everest Group to Hold on Reserve Concerns |
Everest Returns Distribution Density
The distribution of Everest's historical returns is an attempt to chart the uncertainty of Everest's future price movements. The chart of the probability distribution of Everest daily returns describes the distribution of returns around its average expected value. We use Everest Group price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Everest returns is essential to provide solid investment advice for Everest.
| Mean Return | 0.02 | Value At Risk | -1.93 | Potential Upside | 2.28 | Standard Deviation | 1.83 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Everest historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Everest Stock Institutional Investors
| Shares | First Trust Advisors L.p. | 2024-09-30 | 739.9 K | Amvescap Plc. | 2024-09-30 | 729.8 K | Morgan Stanley - Brokerage Accounts | 2024-09-30 | 626.3 K | Altrinsic Global Advisors Llc | 2024-09-30 | 624.6 K | William Blair Investment Management, Llc | 2024-09-30 | 581.8 K | Dimensional Fund Advisors, Inc. | 2024-09-30 | 559 K | Massachusetts Financial Services Company | 2024-09-30 | 490.7 K | Lsv Asset Management | 2024-09-30 | 439.2 K | Mizuho Securities Usa Inc | 2024-09-30 | 418.2 K | Vanguard Group Inc | 2024-09-30 | 5.5 M | Blackrock Inc | 2024-06-30 | 4 M |
Everest Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | 151.9M | (6.4M) | 639.2M | (43M) | 39M | 54.4M | |
| Free Cash Flow | 1.9B | 2.9B | 3.8B | 3.7B | 4.6B | 4.8B | |
| Other Non Cash Items | (72.8M) | (95.7M) | 29.2M | 690M | 332M | 348.6M | |
| Dividends Paid | 234.3M | 249.1M | 246.7M | 255M | 288M | 302.4M | |
| Net Income | 1.0B | 514.2M | 1.4B | 597M | 2.5B | 2.6B | |
| End Period Cash Flow | 808.0M | 801.7M | 1.4B | 1.4B | 1.4B | 1.5B | |
| Change To Inventory | 734.4M | 2.9B | 3.8B | 3.6B | 3.8B | 3.1B | |
| Depreciation | 30.9M | 49.7M | 75.8M | 55M | 63.3M | 37.1M | |
| Investments | (1.4B) | (3.7B) | (4.1B) | (4.6B) | (5.6B) | (5.3B) | |
| Change Receivables | (146.5M) | (701.9M) | (1.1B) | (1.2B) | (1.1B) | (1.0B) | |
| Change To Netincome | (151.0M) | (228.4M) | 72.6M | 500M | 575M | 603.8M |
Everest Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Everest or Insurance sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Everest's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Everest stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.16 | |
β | Beta against Dow Jones | 1.28 | |
σ | Overall volatility | 1.86 | |
Ir | Information ratio | -0.07 |
Everest Volatility Alert
Everest Group currently demonstrates below-average downside deviation. It has Information Ratio of -0.07 and Jensen Alpha of -0.16. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Everest's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Everest's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Everest Fundamentals Vs Peers
Comparing Everest's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Everest's direct or indirect competition across all of the common fundamentals between Everest and the related equities. This way, we can detect undervalued stocks with similar characteristics as Everest or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Everest's fundamental indicators could also be used in its relative valuation, which is a method of valuing Everest by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Everest to competition |
| Fundamentals | Everest | Peer Average |
| Return On Equity | 0.21 | -0.31 |
| Return On Asset | 0.0342 | -0.14 |
| Profit Margin | 0.17 % | (1.27) % |
| Operating Margin | 0.16 % | (5.51) % |
| Current Valuation | 18.49 B | 16.62 B |
| Shares Outstanding | 42.98 M | 571.82 M |
| Shares Owned By Insiders | 1.39 % | 10.09 % |
| Shares Owned By Institutions | 95.86 % | 39.21 % |
| Number Of Shares Shorted | 745.05 K | 4.71 M |
| Price To Book | 1.09 X | 9.51 X |
| Price To Sales | 1.02 X | 11.42 X |
| Revenue | 14.59 B | 9.43 B |
| Gross Profit | 852.9 M | 27.38 B |
| EBITDA | (23.5 M) | 3.9 B |
| Net Income | 2.52 B | 570.98 M |
| Total Debt | 3.41 B | 5.32 B |
| Book Value Per Share | 356.63 X | 1.93 K |
| Cash Flow From Operations | 4.55 B | 971.22 M |
| Short Ratio | 1.76 X | 4.00 X |
| Earnings Per Share | 64.10 X | 3.12 X |
| Price To Earnings To Growth | (50.00) X | 4.89 X |
| Target Price | 429.75 | |
| Number Of Employees | 2.84 K | 18.84 K |
| Beta | 0.63 | -0.15 |
| Market Capitalization | 16.72 B | 19.03 B |
| Total Asset | 49.4 B | 29.47 B |
| Retained Earnings | 14.27 B | 9.33 B |
| Annual Yield | 0.02 % | |
| Net Asset | 49.4 B | |
| Last Dividend Paid | 7.5 |
Note: Disposition of 2149 shares by Mark Kociancic of Everest at 370.085 subject to Rule 16b-3 [view details]
Everest Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Everest . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 5300.48 | |||
| Daily Balance Of Power | (0.71) | |||
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 385.48 | |||
| Day Typical Price | 384.9 | |||
| Price Action Indicator | (3.66) | |||
| Period Momentum Indicator | (3.83) |
About Everest Buy or Sell Advice
When is the right time to buy or sell Everest Group? Buying financial instruments such as Everest Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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In addition to having Everest in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Transportation Theme or any other thematic opportunities.
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Check out Everest Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the CEOs Directory module to screen CEOs from public companies around the world.
Is Reinsurance space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Everest. If investors know Everest will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Everest listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.24) | Dividend Share 7.5 | Earnings Share 64.1 | Revenue Per Share 384.03 | Quarterly Revenue Growth 0.128 |
The market value of Everest Group is measured differently than its book value, which is the value of Everest that is recorded on the company's balance sheet. Investors also form their own opinion of Everest's value that differs from its market value or its book value, called intrinsic value, which is Everest's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Everest's market value can be influenced by many factors that don't directly affect Everest's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Everest's value and its price as these two are different measures arrived at by different means. Investors typically determine if Everest is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Everest's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.