AIEQ · Exit · 1d
weight 0.130% → 0 (exited)·stock down 5.8% in the 30 days before
May 30·entry $324.84·now $338.60
+4.24%
since May 30
EG
GrowthEVEREST GROUP LTD
Everest Group, Ltd., together with 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.
Close · 3M
+2.66%
Held by 0 AI ETFs
None of the tracked AI ETFs currently hold this name.
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of May 31
One AI ETF, QRFT, holds a small position in Everest Group, while another, AIEQ, recently exited its position. This mixed AI sentiment contrasts with the framework's clear 'Fail' verdict, which is primarily driven by the company not meeting strict financial health criteria despite potentially favorable valuation metrics.
- Circle of CompetenceEverest Group, as a financial services entity likely in insurance or reinsurance, operates within an industry where an experienced investor can reasonably project ten-year cash flows.
- Economic MoatInsufficient information is available to definitively identify a durable economic moat such as brand power, switching costs, or a clear scale advantage.
- ManagementThe provided data does not offer sufficient detail to assess management's candor, capital allocation discipline, or 'skin in the game'.
- Financial HealthThe current Return on Equity of 13.31% falls below the framework's strict requirement for a 10-year average ROE of 15% or higher, and historical consistency data is not provided.
- Margin of SafetyThe Price/Earnings ratio of 6.3 and Price/Book ratio of 0.92 suggest the company may be trading at a significant discount to its intrinsic value, indicating a potential margin of safety.
Everest Group's business model falls within the circle of competence for predictable cash flow analysis, and its current valuation metrics suggest a potential margin of safety. However, the company fails to meet the stringent financial health criteria, specifically regarding its Return on Equity, and there is insufficient information to assess its economic moat or management quality. Consequently, the company receives a 'Fail' verdict due to these unmet criteria, indicating it does not align with the comprehensive Buffett-style investment framework.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.