Despite Everest Group's promising earnings outlook, its low P/E ratio indicates investor skepticism about future growth. Unseen threats to earnings may be hindering the P/E ratio from reflecting the positive outlook, suggesting anticipated earnings instability.
The article views positively Everest Group's performance, significantly its investment in the business that led to a commendable growth in earnings. It indicates that the company's strong historical data and future prospect make the company's stocks an attractive option.
The increasing EPS aligning with the share price indicates favorable market sentiment. Recent improvement in Total Shareholder Return suggests better business performance. However, potential investors should be cautious of an identified warning sign for Everest Group.
Signs of financial sector recovery evident with significant cash inflows. Chubb, Arch Capital, and Everest Group outperform while MarketAxess lags due to low volatility and unfavorable trading conditions.
Everest Group股票討論區
新增數據:23Q4,繼續大幅增長。
2023年營收增長21%,淨利潤增長3.2倍。
資產負債率從78.9%下降到73.3%,資產端主要是增加了72億的總投資,和16億的應收賬款,負債端主要是增加了41億的保單。
目前市盈率6.5,5年歸普平均淨利12億對應市盈率爲14,股息率1.7%,按週期股來看估值偏高,但是近5年業績有明顯的向上趨勢,暫時觀望。
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