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Upturn AI SWOT - About
EG 
Everest Group Ltd (EG)
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Upturn Advisory Summary
04/01/2025: EG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -40.7% | Avg. Invested days 23 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 15.69B USD | Price to earnings Ratio 11.49 | 1Y Target Price 404.5 |
Price to earnings Ratio 11.49 | 1Y Target Price 404.5 | ||
Volume (30-day avg) 431095 | Beta 0.61 | 52 Weeks Range 325.54 - 402.94 | Updated Date 04/1/2025 |
52 Weeks Range 325.54 - 402.94 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 2.20% | Basic EPS (TTM) 31.79 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 7.98% | Operating Margin (TTM) -18.38% |
Management Effectiveness
Return on Assets (TTM) 1.86% | Return on Equity (TTM) 10.14% |
Valuation
Trailing PE 11.49 | Forward PE 7.01 | Enterprise Value 17726548384 | Price to Sales(TTM) 0.91 |
Enterprise Value 17726548384 | Price to Sales(TTM) 0.91 | ||
Enterprise Value to Revenue 1.04 | Enterprise Value to EBITDA - | Shares Outstanding 42934100 | Shares Floating 32544046 |
Shares Outstanding 42934100 | Shares Floating 32544046 | ||
Percent Insiders 1.44 | Percent Institutions 96.31 |
Analyst Ratings
Rating 3.73 | Target Price 431.5 | Buy 4 | Strong Buy 2 |
Buy 4 | Strong Buy 2 | ||
Hold 5 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Everest Group Ltd
Company Overview
History and Background
Everest Group is a research firm focused on strategic IT, business services, engineering services, and sourcing. It was founded in 1991.
Core Business Areas
- Research: Provides data-driven research, insights, and advisory services to enterprises and service providers in various industries.
- Consulting: Offers consulting services to help organizations optimize their sourcing strategies, improve operational efficiency, and drive innovation.
- Events: Hosts industry events and webinars that bring together thought leaders and practitioners to share best practices and explore emerging trends.
Leadership and Structure
Peter Bendor-Samuel is the CEO and Founder. The company operates with a global structure.
Top Products and Market Share
Key Offerings
- Market Vista: Provides global location analysis for business services, including cost, talent, and risk assessments. Market share data is not publicly available. Competitors include Gartner, Forrester, and HfS Research.
- PEAK Matrix: A framework to assess the relative capabilities of service and technology providers. Market share data is not publicly available. Competitors include Gartner Magic Quadrant and Forrester Wave.
- Sourcing Excellence: Helps enterprises improve their IT and business process sourcing and management. Market share data is not publicly available. Competitors include KPMG, Deloitte, and Accenture.
Market Dynamics
Industry Overview
The market for IT and business services research and advisory is growing, driven by increasing demand for digital transformation and outsourcing. Consolidation is ongoing.
Positioning
Everest Group is a recognized leader in sourcing and IT services research and advisory. Their PEAK Matrix is a well-regarded methodology. They differentiate themselves through specialized knowledge and deep industry expertise.
Total Addressable Market (TAM)
The TAM for IT and business services research is estimated to be in the billions of USD annually. Everest Group is well-positioned within this market.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Deep industry expertise
- Proprietary research methodologies (e.g., PEAK Matrix)
- Global presence
Weaknesses
- Smaller size compared to larger competitors like Gartner and Forrester
- Concentration on specific industry verticals
- Limited brand awareness outside of core industry
Opportunities
- Expanding into new industry verticals
- Developing new research products and services
- Acquiring smaller research firms
- Leveraging digital technologies to enhance research delivery
Threats
- Increased competition from larger research firms
- Economic downturn impacting IT spending
- Changes in technology trends
- Disruption from new entrants in the research market
Competitors and Market Share
Key Competitors
- Gartner (IT)
- Forrester Research (FORR)
- HFS Research
Competitive Landscape
Everest Group competes with larger research firms like Gartner and Forrester, as well as smaller niche players. They differentiate themselves through their focus on specific industry verticals and their PEAK Matrix methodology.
Major Acquisitions
None Listed Publicly
- Year: 2023
- Acquisition Price (USD millions): 0
- Strategic Rationale: Unknown
Growth Trajectory and Initiatives
Historical Growth: Everest Group has experienced steady growth driven by the increasing demand for IT and business services research and advisory.
Future Projections: Future growth is expected to be driven by digital transformation, outsourcing, and expanding into new markets.
Recent Initiatives: Focus on digital transformation research, expansion into new geographies, and investment in new technologies.
Summary
Everest Group is a respected player in the IT and business services research and advisory market, known for its expertise and PEAK Matrix framework. While smaller than some of its competitors, it has a strong brand and is well-positioned for future growth. The company should focus on expanding its reach and diversifying its product offerings to maintain its competitive edge. The firm must also keep abreast of rapid technological changes and how these affect the consulting industries.
Similar Companies
FORR
Forrester Research Inc
FORR
Forrester Research Inc
IT
Gartner Inc
IT
Gartner Inc
Sources and Disclaimers
Data Sources:
- Everest Group website
- Industry reports
- Analyst estimates
Disclaimers:
Financial data is based on estimates due to the company being privately held. Market share data is approximate and may vary by source.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Everest Group Ltd
Exchange NYSE | Headquaters - | ||
IPO Launch date 1995-10-02 | CEO, President & Director Mr. James Allan Williamson | ||
Sector Financial Services | Industry Insurance - Reinsurance | Full time employees 3037 | Website https://www.everestglobal.com |
Full time employees 3037 | Website https://www.everestglobal.com | ||
Everest Group, Ltd., through its 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 also 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.
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