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EG vs. MSCI: A Head-to-Head Stock Comparison

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Here’s a clear look at EG and MSCI, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.

Company Profile

SymbolEGMSCI
Company NameEverest Group, Ltd.MSCI Inc.
CountryBermudaUnited States
GICS SectorFinancialsFinancials
GICS IndustryInsuranceCapital Markets
Market Capitalization14.12 billion USD43.90 billion USD
ExchangeNYSENYSE
Listing DateOctober 3, 1995November 15, 2007
Security TypeCommon StockCommon Stock

Historical Performance

This chart compares the performance of EG and MSCI by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.

EG vs. MSCI: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

SymbolEGMSCI
5-Day Price Return2.62%4.02%
13-Week Price Return-3.17%-0.27%
26-Week Price Return0.14%-3.41%
52-Week Price Return-6.69%6.58%
Month-to-Date Return0.29%1.08%
Year-to-Date Return-7.09%-5.43%
10-Day Avg. Volume0.36M0.80M
3-Month Avg. Volume0.39M0.64M
3-Month Volatility20.39%26.83%
Beta0.491.35

Profitability

Return on Equity (TTM)

EG

5.52%

Insurance Industry

Max
29.03%
Q3
18.11%
Median
13.90%
Q1
10.42%
Min
-0.64%

EG’s Return on Equity of 5.52% is in the lower quartile for the Insurance industry. This indicates a less efficient generation of profit from its equity base when compared to its competitors.

MSCI

108.67%

Capital Markets Industry

Max
38.97%
Q3
21.61%
Median
13.77%
Q1
8.31%
Min
-4.25%

MSCI’s Return on Equity of 108.67% is exceptionally high, placing it well beyond the typical range for the Capital Markets industry. This demonstrates a superior ability to generate profit from shareholder investments, though it could also be inflated by high financial leverage.

EG vs. MSCI: A comparison of their Return on Equity (TTM) against their respective Insurance and Capital Markets industry benchmarks.

Net Profit Margin (TTM)

EG

4.56%

Insurance Industry

Max
26.78%
Q3
14.06%
Median
9.15%
Q1
5.48%
Min
-7.05%

Falling into the lower quartile for the Insurance industry, EG’s Net Profit Margin of 4.56% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.

MSCI

39.46%

Capital Markets Industry

Max
66.67%
Q3
35.11%
Median
23.49%
Q1
13.63%
Min
-15.18%

A Net Profit Margin of 39.46% places MSCI in the upper quartile for the Capital Markets industry, signifying strong profitability and more effective cost management than most of its peers.

EG vs. MSCI: A comparison of their Net Profit Margin (TTM) against their respective Insurance and Capital Markets industry benchmarks.

Operating Profit Margin (TTM)

EG

5.85%

Insurance Industry

Max
35.49%
Q3
19.49%
Median
14.35%
Q1
8.53%
Min
-5.25%

In the Insurance industry, Operating Profit Margin is often not the primary measure of operational efficiency.

MSCI

53.86%

Capital Markets Industry

Max
86.40%
Q3
46.46%
Median
32.80%
Q1
18.32%
Min
-21.87%

An Operating Profit Margin of 53.86% places MSCI in the upper quartile for the Capital Markets industry. This signals a strong ability to translate revenue into operating profit, outperforming most of its competitors in core business efficiency.

EG vs. MSCI: A comparison of their Operating Profit Margin (TTM) against their respective Insurance and Capital Markets industry benchmarks.

Profitability at a Glance

SymbolEGMSCI
Return on Equity (TTM)5.52%108.67%
Return on Assets (TTM)1.39%21.86%
Net Profit Margin (TTM)4.56%39.46%
Operating Profit Margin (TTM)5.85%53.86%
Gross Profit Margin (TTM)--82.18%

Financial Strength

Current Ratio (MRQ)

EG

1.19

Insurance Industry

Max
2.97
Q3
1.33
Median
0.55
Q1
0.15
Min
0.00

For the Insurance industry, the Current Ratio is often not the most suitable measure of short-term liquidity.

MSCI

0.86

Capital Markets Industry

Max
3.76
Q3
1.89
Median
1.01
Q1
0.54
Min
-0.41

For the Capital Markets industry, the Current Ratio is often not the most suitable measure of short-term liquidity.

EG vs. MSCI: A comparison of their Current Ratio (MRQ) against their respective Insurance and Capital Markets industry benchmarks.

Debt-to-Equity Ratio (MRQ)

EG

0.24

Insurance Industry

Max
1.25
Q3
0.65
Median
0.34
Q1
0.22
Min
0.00

The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Insurance industry.

MSCI

6.80

Capital Markets Industry

Max
6.62
Q3
2.84
Median
1.02
Q1
0.32
Min
0.00

The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Capital Markets industry.

EG vs. MSCI: A comparison of their Debt-to-Equity Ratio (MRQ) against their respective Insurance and Capital Markets industry benchmarks.

Interest Coverage Ratio (TTM)

EG

10.95

Insurance Industry

Max
43.68
Q3
20.84
Median
9.56
Q1
3.34
Min
-5.73

The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Insurance industry.

MSCI

9.26

Capital Markets Industry

Max
126.03
Q3
60.98
Median
11.77
Q1
4.95
Min
-36.26

The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Capital Markets industry.

EG vs. MSCI: A comparison of their Interest Coverage Ratio (TTM) against their respective Insurance and Capital Markets industry benchmarks.

Financial Strength at a Glance

SymbolEGMSCI
Current Ratio (MRQ)1.190.86
Quick Ratio (MRQ)0.560.77
Debt-to-Equity Ratio (MRQ)0.246.80
Interest Coverage Ratio (TTM)10.959.26

Growth

Revenue Growth

EG vs. MSCI: A side-by-side comparison of their Revenue Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

EPS Growth

EG vs. MSCI: A side-by-side comparison of their EPS Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

Dividend

Dividend Yield (TTM)

EG

2.46%

Insurance Industry

Max
8.23%
Q3
4.54%
Median
3.42%
Q1
1.97%
Min
0.00%

EG’s Dividend Yield of 2.46% is consistent with its peers in the Insurance industry, providing a dividend return that is standard for its sector.

MSCI

1.25%

Capital Markets Industry

Max
10.26%
Q3
4.86%
Median
2.78%
Q1
1.22%
Min
0.00%

MSCI’s Dividend Yield of 1.25% is consistent with its peers in the Capital Markets industry, providing a dividend return that is standard for its sector.

EG vs. MSCI: A comparison of their Dividend Yield (TTM) against their respective Insurance and Capital Markets industry benchmarks.

Dividend Payout Ratio (TTM)

EG

18.24%

Insurance Industry

Max
168.02%
Q3
85.57%
Median
50.71%
Q1
22.04%
Min
0.00%

EG’s Dividend Payout Ratio of 18.24% is in the lower quartile for the Insurance industry. This suggests a conservative dividend policy, with a strategic focus on reinvesting profits for future growth.

MSCI

45.34%

Capital Markets Industry

Max
200.72%
Q3
101.92%
Median
57.97%
Q1
32.36%
Min
0.00%

MSCI’s Dividend Payout Ratio of 45.34% is within the typical range for the Capital Markets industry, suggesting a balanced approach between shareholder payouts and company reinvestment.

EG vs. MSCI: A comparison of their Dividend Payout Ratio (TTM) against their respective Insurance and Capital Markets industry benchmarks.

Dividend at a Glance

SymbolEGMSCI
Dividend Yield (TTM)2.46%1.25%
Dividend Payout Ratio (TTM)18.24%45.34%

Valuation

Price-to-Earnings Ratio (TTM)

EG

17.18

Insurance Industry

Max
28.91
Q3
17.76
Median
13.63
Q1
10.02
Min
2.89

EG’s P/E Ratio of 17.18 is within the middle range for the Insurance industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.

MSCI

36.26

Capital Markets Industry

Max
58.89
Q3
31.00
Median
18.54
Q1
12.09
Min
5.24

A P/E Ratio of 36.26 places MSCI in the upper quartile for the Capital Markets industry. This high valuation relative to peers suggests the market holds elevated expectations for the company’s future growth.

EG vs. MSCI: A comparison of their Price-to-Earnings Ratio (TTM) against their respective Insurance and Capital Markets industry benchmarks.

Price-to-Sales Ratio (TTM)

EG

0.78

Insurance Industry

Max
3.72
Q3
1.98
Median
1.23
Q1
0.81
Min
0.23

In the lower quartile for the Insurance industry, EG’s P/S Ratio of 0.78 indicates its revenue is valued more conservatively than most of its peers. This could present a compelling opportunity if the market has overlooked its sales-generating capabilities.

MSCI

14.31

Capital Markets Industry

Max
14.49
Q3
7.41
Median
4.68
Q1
2.25
Min
0.04

MSCI’s P/S Ratio of 14.31 is in the upper echelon for the Capital Markets industry. This means the company is valued richly on its revenue stream compared to its peers, suggesting the stock is priced for a high level of future performance.

EG vs. MSCI: A comparison of their Price-to-Sales Ratio (TTM) against their respective Insurance and Capital Markets industry benchmarks.

Price-to-Book Ratio (MRQ)

EG

0.96

Insurance Industry

Max
4.37
Q3
2.48
Median
1.68
Q1
1.19
Min
0.19

EG’s P/B Ratio of 0.96 is in the lower quartile for the Insurance industry. From a value investing perspective, this is favorable, as it suggests the stock is trading at a discount to its net asset value and may offer a greater margin of safety.

MSCI

42.21

Capital Markets Industry

Max
9.48
Q3
4.94
Median
2.42
Q1
1.21
Min
0.38

At 42.21, MSCI’s P/B Ratio is at an extreme premium to the Capital Markets industry. This signifies that the market’s valuation is heavily reliant on future potential rather than its current net asset value, which can be a high-risk proposition.

EG vs. MSCI: A comparison of their Price-to-Book Ratio (MRQ) against their respective Insurance and Capital Markets industry benchmarks.

Valuation at a Glance

SymbolEGMSCI
Price-to-Earnings Ratio (TTM)17.1836.26
Price-to-Sales Ratio (TTM)0.7814.31
Price-to-Book Ratio (MRQ)0.9642.21
Price-to-Free Cash Flow Ratio (TTM)3.0631.45