Financial Analysis: Everest Group (NYSE:EG) vs. Swiss Re (OTCMKTS:SSREY)

Swiss Re (OTCMKTS:SSREY) and Everest Group (NYSE:EG) are both large-cap finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their dividends, valuation, analyst recommendations, risk, institutional ownership, profitability and earnings.

Dividends

Swiss Re pays an annual dividend of $1.15 per share and has a dividend yield of 2.7%. Everest Group pays an annual dividend of $8.00 per share and has a dividend yield of 2.4%. Everest Group pays out 21.1% of its earnings in the form of a dividend. Everest Group has raised its dividend for 1 consecutive years.

Institutional and Insider Ownership

92.6% of Everest Group shares are owned by institutional investors. 1.1% of Everest Group shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Analyst Recommendations

This is a breakdown of current recommendations and price targets for Swiss Re and Everest Group, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Swiss Re	4	4	0	1	1.78
Everest Group	0	10	6	0	2.38

Everest Group has a consensus target price of $363.21, suggesting a potential upside of 7.64%. Given Everest Group’s stronger consensus rating and higher possible upside, analysts plainly believe Everest Group is more favorable than Swiss Re.

Profitability

This table compares Swiss Re and Everest Group’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Swiss Re	N/A	N/A	N/A
Everest Group	9.09%	12.50%	3.08%

Valuation & Earnings

This table compares Swiss Re and Everest Group”s gross revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Swiss Re	$45.60 billion	1.11	$3.24 billion	N/A	N/A
Everest Group	$17.50 billion	0.81	$1.59 billion	$37.86	8.91

Swiss Re has higher revenue and earnings than Everest Group.

Risk & Volatility

Swiss Re has a beta of 0.59, indicating that its stock price is 41% less volatile than the S&P 500. Comparatively, Everest Group has a beta of 0.36, indicating that its stock price is 64% less volatile than the S&P 500.

Summary

Everest Group beats Swiss Re on 9 of the 16 factors compared between the two stocks.

About Swiss Re

Swiss Re AG, together with its subsidiaries, provides wholesale reinsurance, insurance, other insurance-based forms of risk transfer, and other insurance-related services worldwide. The company operates through three segments: Property & Casualty Reinsurance, Life & Health Reinsurance, and Corporate Solutions. The Property & Casualty Reinsurance segment underwrites property reinsurance, including property, credit and surety, engineering, aviation, marine, agriculture, retakaful, and facultative reinsurance solutions; and casualty reinsurance, such as liability, motor, worker's compensation, personal accident, management and professional liability, cyber, and facultative reinsurance solutions. The Life & Health Reinsurance segment underwrites life and health insurance products. The Corporate Solutions segment offers standard risk transfer covers and multi-line programs to customized solutions. It serves stock and mutual insurance companies, public sector and governmental entities, mid-sized and large corporations, and individuals. The company was founded in 1863 and is headquartered in Zurich, Switzerland.

About Everest Group

Everest Group, Ltd., through its subsidiaries, provides reinsurance and insurance products in the United States, Europe, and internationally. The company operates through two segment, Insurance and Reinsurance. The Reinsurance segment writes property and casualty reinsurance; and specialty lines of business through reinsurance brokers, as well as directly with ceding companies in the United States, Bermuda, Ireland, Canada, Singapore, Switzerland, and the United Kingdom. The Insurance Operations segment writes property and casualty insurance directly, as well as through brokers, surplus lines, and general agents in the United States, Bermuda, Canada, Europe, South America, Singapore, France, Germany, Spain, Canada, Chile, the United Kingdom, Ireland, and the Netherlands. The company also provides treaty and facultative reinsurance products; admitted and non-admitted insurance products; and accident and health, specialty underwriters, eversports and entertainment, and surety and credit, marine and aviation, as well as structured and property hybrid solutions. In addition, it 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.