Everest Group Stock Performance

EG Stock   336.86  4.97  1.50%   
The firm shows a Beta (market volatility) of 0.84, which means possible diversification benefits within a given portfolio. As returns on the market increase, Everest's returns are expected to increase less than the market. However, during the bear market, the loss of holding Everest is expected to be smaller as well. At this point, Everest Group has a negative expected return of -0.063%. Please make sure to confirm Everest's skewness, day typical price, and the relationship between the maximum drawdown and daily balance of power , to decide if Everest Group performance from the past will be repeated at some point in the near future.

Risk-Adjusted Performance

Very Weak

 
Weak
 
Strong
Over the last 90 days Everest Group has generated negative risk-adjusted returns adding no value to investors with long positions. Despite nearly stable technical and fundamental indicators, Everest is not utilizing all of its potentials. The latest stock price disturbance, may contribute to mid-run losses for the stockholders. ...more

Actual Historical Performance (%)

One Day Return
1.5
Five Day Return
1.29
Year To Date Return
(7.29)
Ten Year Return
80.57
All Time Return
1.6 K
Forward Dividend Yield
0.0237
Payout Ratio
0.4096
Forward Dividend Rate
8
Dividend Date
2025-06-13
Ex Dividend Date
2025-05-28
1
Everest Group Price Target Raised by Morgan Stanley EG Stock News
05/19/2025
 
Everest dividend paid on 13th of June 2025
06/13/2025
2
Everest Group Appoints New Chief Human Resources Officer EG Stock News
06/25/2025
3
Acquisition by Levine Allan of tradable shares of Everest at 339.74 subject to Rule 16b-3
07/01/2025
4
Everest Group Notes Rise in Institutional Activity Driven by NYSE Composite Stability
07/08/2025
5
Everest Group Rating Maintained, Price Target Raised by Analyst EG Stock News
07/09/2025
6
DekaBank Deutsche Girozentrale Reduces Position in Everest Group, Ltd.
07/11/2025
7
What Makes Everest Group LTD an Investment Bet
07/14/2025
8
Everest Group, Ltd. Holdings Lifted by Massachusetts Financial Services Co. MA
07/16/2025
9
What analysts say about Everest Group Ltd. stock - Breakthrough stock performance - jammulinksnews.com
07/22/2025
10
Everest Group Expected to Beat Earnings Estimates Should You Buy
07/23/2025
11
Assetmark Inc. Sells 8,415 Shares of Everest Group, Ltd.
07/25/2025
Begin Period Cash Flow1.4 B
Total Cashflows From Investing Activities-4.5 B

Everest Relative Risk vs. Return Landscape

If you would invest  35,296  in Everest Group on April 27, 2025 and sell it today you would lose (1,610) from holding Everest Group or give up 4.56% of portfolio value over 90 days. Everest Group is generating negative expected returns and assumes 1.4949% volatility on return distribution over the 90 days horizon. Put differently, 13% of stocks are less risky than Everest on the basis of their historical return distribution, and some 99% of all equities are expected to be superior in generating returns on investments over the next 90 days.
  Expected Return   
       Risk  
Allowing for the 90-day total investment horizon Everest is expected to under-perform the market. In addition to that, the company is 1.93 times more volatile than its market benchmark. It trades about -0.04 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.23 per unit of volatility.

Everest Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Everest's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Everest Group, and traders can use it to determine the average amount a Everest's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = -0.0421

Best PortfolioBest Equity
Good Returns
Average Returns
Small Returns
CashSmall RiskAverage RiskHigh RiskHuge Risk
Negative ReturnsEG

Estimated Market Risk

 1.49
  actual daily
13
87% of assets are more volatile

Expected Return

 -0.06
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.04
  actual daily
0
Most of other assets perform better
Based on monthly moving average Everest is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Everest by adding Everest to a well-diversified portfolio.

Everest Fundamentals Growth

Everest Stock prices reflect investors' perceptions of the future prospects and financial health of Everest, and Everest fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Everest Stock performance.

About Everest Performance

By analyzing Everest's fundamental ratios, stakeholders can gain valuable insights into Everest's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Everest has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Everest has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Last ReportedProjected for Next Year
Days Of Inventory On Hand-17.9 K-17 K
Return On Tangible Assets 0.02  0.04 
Return On Capital Employed 0.03  0.03 
Return On Assets 0.02  0.04 
Return On Equity 0.10  0.13 

Things to note about Everest Group performance evaluation

Checking the ongoing alerts about Everest for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Everest Group help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
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 97.0% of the company shares are held by institutions such as insurance companies
On 13th of June 2025 Everest paid 2.0 per share dividend to its current shareholders
Latest headline from thelincolnianonline.com: Assetmark Inc. Sells 8,415 Shares of Everest Group, Ltd.
Evaluating Everest's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Everest's stock performance include:
  • Analyzing Everest's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Everest's stock is overvalued or undervalued compared to its peers.
  • Examining Everest's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Everest's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Everest's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Everest's stock. These opinions can provide insight into Everest's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Everest's stock performance is not an exact science, and many factors can impact Everest's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Complementary Tools for Everest Stock analysis

When running Everest's price analysis, check to measure Everest's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Everest is operating at the current time. Most of Everest's value examination focuses on studying past and present price action to predict the probability of Everest's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Everest's price. Additionally, you may evaluate how the addition of Everest to your portfolios can decrease your overall portfolio volatility.
Global Markets Map
Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes
Odds Of Bankruptcy
Get analysis of equity chance of financial distress in the next 2 years
Piotroski F Score
Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum
Competition Analyzer
Analyze and compare many basic indicators for a group of related or unrelated entities
Pair Correlation
Compare performance and examine fundamental relationship between any two equity instruments
Equity Analysis
Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities
Pattern Recognition
Use different Pattern Recognition models to time the market across multiple global exchanges
Portfolio Dashboard
Portfolio dashboard that provides centralized access to all your investments