Is Everest Stock a Good Investment?

Everest Investment Advice

To provide specific investment advice or recommendations on Everest Group stock, we recommend investors consider the following general factors when evaluating Everest Group. This will help you to make an informed decision on whether to include Everest in one of your diversified portfolios:

Examine Everest's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
Research Everest's leadership team and their track record. Good management can help Everest navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
Consider the overall health of the Reinsurance space and any emerging trends that could impact Everest's business and its evolving consumer preferences.
Compare Everest's performance and market position to its competitors. Analyze how Everest is positioned in terms of product offerings, innovation, and market share.
Check if Everest pays a dividend and its dividend yield and payout ratio.
Review what financial analysts are saying about Everest's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.

It's important to note that investing in Everest Group stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Everest Group is a good investment.

Sell

Buy

Strong Hold

Macroaxis provides advice on Everest Group to complement and cross-verify current analyst consensus on Everest Group. Our investment recommendation engine determines the company's potential to grow exclusively from the perspective of an investor's current risk tolerance and investing horizon. To make sure Everest is not overpriced, please confirm all Everest Group fundamentals, including its shares outstanding, revenue, cash flow from operations, as well as the relationship between the number of shares shorted and net income . Given that Everest Group has a shares owned by institutions of 96.46 %, we urge you to verify Everest Group market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your prevailing risk tolerance and investing horizon.

Market Performance	Very Weak	Details
Volatility	Very steady	Details
Hype Condition	Low key	Details
Current Valuation	Undervalued	Details
Odds Of Distress	Very Small	Details
Economic Sensitivity	Follows the market closely	Details
Investor Sentiment	Alarmed	Details
Analyst Consensus	Buy	Details
Financial Strenth (F Score)	Strong	Details
Financial Leverage	Not Rated	Details
Reporting Quality (M-Score)	Unlikely Manipulator	Details

Examine Everest Stock

Researching Everest's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 96.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 1.1. Some equities with similar Price to Book (P/B) outperform the market in the long run. Everest Group recorded earning per share (EPS) of 31.79. The entity last dividend was issued on the 17th of March 2025.

To determine if Everest is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Everest's research are outlined below:

	Everest Group generated a negative expected return over the last 90 days
	Everest Group is unlikely to experience financial distress in the next 2 years
	Everest Group has a strong financial position based on the latest SEC filings
	Over 96.0% of the company shares are held by institutions such as insurance companies
	Latest headline from gurufocus.com: Everest Group to Hold First Quarter 2025 Earnings Conference Call on Thursday, May 1, 2025

Everest uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Everest Group. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Everest's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.

	7th of February 2024 Upcoming Quarterly Report	View
	6th of May 2024 Next Financial Report	View
	31st of December 2023 Next Fiscal Quarter End	View
	7th of February 2024 Next Fiscal Year End	View
	30th of September 2023 Last Quarter Report	View
	31st of December 2022 Last Financial Announcement	View

Earnings surprises can significantly impact Everest's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Everest's investors have experienced.

Reported	Fiscal Date	Estimated EPS	Reported EPS	Surprise
2008-10-20	2008-09-30	0.27	0.21	-0.06	22
1997-04-28	1997-03-31	0.61	0.69	0.08	13
1999-07-26	1999-06-30	0.89	0.78	-0.11	12
1996-04-30	1996-03-31	0.42	0.55	0.13	30
2002-10-21	2002-09-30	1.5	1.29	-0.21	14
2002-02-19	2001-12-31	0.75	0.96	0.21	28
2012-02-08	2011-12-31	-0.71	-0.94	-0.23	32
2021-10-27	2021-09-30	-1.06	-1.34	-0.28	26

Everest Target Price Consensus

Everest target price is determined by taking all analyst projections and averaging them out. There is no one specific way to measure analysts' performance other than comparing it to past results via a very sophisticated attribution analysis. Everest's target price projections below should be used in combination with other traditional price prediction techniques such as stock price forecasting, investor sentiment analysis, technical analysis, earnings estimate, and various momentum models.

Buy

Most Everest analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to help potential investors understand Everest stock's fair price compared to its market value. Analysts arrive at stock ratings after researching the public financial statements of Everest Group, talking to its executives and customers, or listening to those companies' conference calls.

Macroaxis Advice Exposure Valuation

Everest Target Price Projection

Everest's current and average target prices are 352.42 and 431.50, respectively. The current price of Everest is the price at which Everest Group is currently trading. On the other hand, Everest's target price is what analysts think the stock is worth or could sell for in the future. The more significant the discrepancy between the two prices, the more it stimulates investors to act.

Current Price

Everest Market Quote on 22nd of March 2025

Low Price	352.18	Odds
High Price	356.25	Odds

352.42 Target Price

Analyst Consensus On Everest Target Price

Low Estimate	392.67	Odds
High Estimate	478.97	Odds

431.5

Historical

Lowest Forecast 392.67

Target Price 431.5

Highest Forecast 478.97

Note that most analysts generally publish their price targets in research reports on specific companies, along with recommendations for the company's stock.Although price targets are often quoted in the financial news media, there could be a delay between the publication of the latest analyst outlook on Everest Group and the information provided on this page.

Everest Analyst Ratings

Everest's analyst stock recommendations are determined by taking an average estimate of all analysts we track and classifying them as Strong Buy, Buy, Hold, Strong Sell, or Sell. Ratings generally communicate what analysts sense about Everest stock, and they use a lot of effort and time to analyze it and arrive at a rating. That suggests that analyst recommendations are the outcome of an objective and thorough examination of Everest's financials, market performance, and future outlook by experienced professionals. Everest's historical ratings below, therefore, can serve as a valuable tool for investors.

Know Everest's Top Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Everest is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Everest Group backward and forwards among themselves. Everest's institutional investor refers to the entity that pools money to purchase Everest's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.

		Shares
Boston Partners Global Investors, Inc	2024-12-31	674.3 K
William Blair Investment Management, Llc	2024-12-31	642.8 K
Altrinsic Global Advisors Llc	2024-12-31	616.9 K
Morgan Stanley - Brokerage Accounts	2024-12-31	608.1 K
Nuveen Asset Management, Llc	2024-12-31	597 K
Dimensional Fund Advisors, Inc.	2024-12-31	572.1 K
Massachusetts Financial Services Company	2024-12-31	496.6 K
First Trust Advisors L.p.	2024-12-31	454.1 K
Lsv Asset Management	2024-12-31	432.5 K
Vanguard Group Inc	2024-12-31	5.6 M
Blackrock Inc	2024-12-31	3.6 M

Note, although Everest's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Everest's market capitalization trends

The company currently falls under 'Large-Cap' category with a market capitalization of 15.23 B.

Market Cap

16.42 Billion

Everest's profitablity analysis

	Last Reported	Projected for Next Year
Return On Tangible Assets	0.02	0.04
Return On Capital Employed	0.10	0.09
Return On Assets	0.02	0.04
Return On Equity	0.10	0.13

The company has Net Profit Margin (PM) of 0.08 %, which suggests that even a small decline in it sales will erase profits and may result in a net loss, or a negative profit margin. This is way below average. Likewise, it shows Net Operating Margin (NOM) of (0.18) %, which signifies that for every 100 dollars of sales, it has a net operating loss of $0.18.

Determining Everest's profitability involves analyzing its financial statements and using various financial metrics to determine if Everest is a good buy. For example, gross profit margin measures Everest's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Everest's profitability and make more informed investment decisions.

Evaluate Everest's management efficiency

Everest Group has Return on Asset (ROA) of 0.0186 % which means that for every $100 of assets, it generated a profit of $0.0186. This is way below average. Likewise, it shows a return on total equity (ROE) of 0.1014 %, which means that it produced $0.1014 on every 100 dollars invested by current stockholders. Everest's management efficiency ratios could be used to measure how well Everest manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Everest's Return On Equity is most likely to slightly decrease in the upcoming years. At this time, Everest's Non Current Assets Total are most likely to increase significantly in the upcoming years. The Everest's current Non Currrent Assets Other is estimated to increase to about 35.6 B, while Intangibles To Total Assets are projected to decrease to 0.02.

	Last Reported	Projected for Next Year
Book Value Per Share	321.68	337.77
Tangible Book Value Per Share	321.68	337.77
Enterprise Value Over EBITDA	(811.68)	(771.10)
Price Book Value Ratio	1.13	1.31
Enterprise Value Multiple	(811.68)	(771.10)
Price Fair Value	1.13	1.31
Enterprise Value	17.7 B	18.6 B

At Everest Group, effective management practices are pivotal to sustaining long-term profitability. We delve into financial metrics and market conditions to provide a comprehensive analysis of the stock's prospects.

Dividend Yield

0.0225

Forward Dividend Yield

0.0225

Forward Dividend Rate

Beta

0.609

Basic technical analysis of Everest Stock

As of the 22nd of March, Everest shows the Mean Deviation of 1.0, variance of 1.77, and Standard Deviation of 1.33. Everest Group technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the firm's future prices. Please confirm Everest Group variance, as well as the relationship between the maximum drawdown and skewness to decide if Everest Group is priced favorably, providing market reflects its regular price of 352.42 per share. Given that Everest has information ratio of 0.035, we urge you to verify Everest Group's prevailing market performance to make sure the company can sustain itself at a future point.

Everest's insider trading activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Everest insiders, such as employees or executives, is commonly permitted as long as it does not rely on Everest's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Everest insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

		Losquadro Geraldine few days ago Disposition of 1500 shares by Losquadro Geraldine of Everest at 360.63 subject to Rule 16b-3
		Taranto Joseph V over three weeks ago Disposition of 108 shares by Taranto Joseph V of Everest at 370.055 subject to Rule 16b-3
		Hartzband Meryl D over two months ago Acquisition by Hartzband Meryl D of tradable shares of Everest at 363.27 subject to Rule 16b-3
		Mark Kociancic over three months ago Disposition of 2149 shares by Mark Kociancic of Everest at 370.085 subject to Rule 16b-3
		Karmilowicz Mike over three months ago Disposition of 269 shares by Karmilowicz Mike of Everest at 348.4798 subject to Rule 16b-3
		Juan Andrade over three months ago Disposition of 27 shares by Juan Andrade of Everest at 389.47 subject to Rule 16b-3
		Juan Andrade over six months ago Disposition of 27 shares by Juan Andrade of Everest at 389.47 subject to Rule 16b-3
		Juan Andrade over six months ago Acquisition by Juan Andrade of 8119 shares of Everest at 369.5175 subject to Rule 16b-3
		Mark Kociancic over six months ago Disposition of 201 shares by Mark Kociancic of Everest at 370.4688 subject to Rule 16b-3
		Karmilowicz Mike over a year ago Acquisition by Karmilowicz Mike of 25 shares of Everest at 369.5175 subject to Rule 16b-3
		Robert Freiling over a year ago Disposition of tradable shares by Robert Freiling of Everest at 365.6775 subject to Rule 16b-3
		Taranto Joseph V over a year ago Disposition of tradable shares by Taranto Joseph V of Everest at 370.055 subject to Rule 16b-3

Everest's Outstanding Corporate Bonds

Everest issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Everest Group uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Everest bonds can be classified according to their maturity, which is the date when Everest Group has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

	Dana 575 percent Corp Bond US235822AB96	View
	MPLX LP 4125 Corp Bond US55336VAK61	View
	MPLX LP 4875 Corp Bond US55336VAJ98	View
	MPLX LP 52 Corp Bond US55336VAL45	View
	Morgan Stanley 3591 Corp Bond US61744YAK47	View
	Morgan Stanley 3971 Corp Bond US61744YAL20	View
	MGM Resorts International Corp Bond US552953CD18	View
	Valero Energy Partners Corp Bond US91914JAA07	View

View All Everest Corporate Bonds

Understand Everest's technical and predictive indicators

Using predictive indicators to make investment decisions involves analyzing Everest's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.

	Risk Adjusted Performance	(0.01)
	Market Risk Adjusted Performance	(0.04)
	Mean Deviation	1.0
	Coefficient Of Variation	(8,399)
	Standard Deviation	1.33
	Variance	1.77
	Information Ratio	0.035
	Jensen Alpha	0.0123
	Total Risk Alpha	0.0825
	Treynor Ratio	(0.05)
	Maximum Drawdown	6.93
	Value At Risk	(1.82)
	Potential Upside	2.15
	Skewness	(0.61)
	Kurtosis	1.63

	Risk Adjusted Performance	(0.01)
	Market Risk Adjusted Performance	(0.04)
	Mean Deviation	1.0
	Coefficient Of Variation	(8,399)
	Standard Deviation	1.33
	Variance	1.77
	Information Ratio	0.035
	Jensen Alpha	0.0123
	Total Risk Alpha	0.0825
	Treynor Ratio	(0.05)
	Maximum Drawdown	6.93
	Value At Risk	(1.82)
	Potential Upside	2.15
	Skewness	(0.61)
	Kurtosis	1.63

Consider Everest's intraday indicators

Everest intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Everest stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

	Accumulation Distribution	15407.3
	Daily Balance Of Power	(0.58)
	Rate Of Daily Change	0.99
	Day Median Price	354.22
	Day Typical Price	353.62
	Price Action Indicator	(2.98)
	Period Momentum Indicator	(2.38)
	Relative Strength Index	60.71

Everest Corporate Filings

F4	19th of March 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities	View Verify
	14th of March 2025 Other Reports	View Verify
F3	10th of March 2025 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock	View Verify
8K	6th of March 2025 Report filed with the SEC to announce major events that shareholders should know about	View Verify

Everest time-series forecasting models is one of many Everest's stock analysis techniques aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Everest's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Everest Stock media impact

Far too much social signal, news, headlines, and media speculation about Everest that are available to investors today. That information is available publicly through Everest media outlets and privately through word of mouth or via Everest internal channels. However, regardless of the origin, that massive amount of Everest data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.

A primary focus of Everest news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Everest relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Everest's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Everest alpha.

Everest Sentiment by Major News Outlets

Investor sentiment, mood or attitude towards Everest can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.

Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.

Everest Group Historical Investor Sentiment

Investor biases related to Everest's public news can be used to forecast risks associated with an investment in Everest. The trend in average sentiment can be used to explain how an investor holding Everest can time the market purely based on public headlines and social activities around Everest Group. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.

Everest's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Everest and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Everest news discussions. The higher the estimate score, the more favorable the investor's outlook on Everest.