Head to Head Comparison: Everest Group (NYSE:EG) vs. Swiss Re (OTCMKTS:SSREF)

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

Dividends

Swiss Re pays an annual dividend of $4.36 per share and has a dividend yield of 4.5%. Everest Group pays an annual dividend of $6.60 per share and has a dividend yield of 1.8%. Swiss Re pays out 37.0% of its earnings in the form of a dividend. Everest Group pays out 22.0% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

Valuation & Earnings

This table compares Swiss Re and Everest Group’s top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Swiss Re	N/A	N/A	N/A	$11.77	8.25
Everest Group	$13.29 billion	1.19	$597.00 million	$30.01	12.16

Everest Group has higher revenue and earnings than Swiss Re. Swiss Re is trading at a lower price-to-earnings ratio than Everest Group, indicating that it is currently the more affordable of the two stocks.

Analyst Recommendations

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

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Swiss Re	0	0	0	0	N/A
Everest Group	0	0	2	1	3.33

Everest Group has a consensus price target of $429.00, suggesting a potential upside of 17.60%. Given Everest Group’s higher possible upside, analysts clearly 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	9.14%	14.92%	3.26%

Insider and Institutional Ownership

24.3% of Swiss Re shares are held by institutional investors. Comparatively, 94.4% of Everest Group shares are held by institutional investors. 1.4% of Everest Group shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Summary

Everest Group beats Swiss Re on 12 of the 13 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. Swiss Re AG 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, Bermuda, and internationally. The company operates through Reinsurance Operations and Insurance Operations segments. The Reinsurance Operations 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 brokers, and general agents in the United States, Bermuda, Canada, Europe, South America, 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 property and casualty reinsurance and insurance coverages, including marine, aviation, surety, errors and omissions liability, directors' and officers' liability, medical malpractice, mortgage reinsurance, other specialty lines, accident and health, and workers' compensation products. 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. The company was founded in 1973 and is headquartered in Hamilton, Bermuda.