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EG vs. PUK: Everest vs. Prudential Stock Comparison

How do Everest (EG) and Prudential (PUK) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Everest (EG) and Prudential (PUK) both belong to the Insurance industry, though EG is classified under Reinsurance while PUK falls under Life & Health Insurance.

Everest (EG) trades as ordinary local shares, while Prudential (PUK) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.

Company profile comparison for Everest (EG) and Prudential (PUK)
Profile ItemEGPUK
NameEverest Group, Ltd.Prudential plc ADR
Country/RegionBermudaHong Kong
GICS SectorFinancialsFinancials
GICS Industry GroupInsuranceInsurance
GICS IndustryInsuranceInsurance
GICS Sub-IndustryReinsuranceLife & Health Insurance
Market Capitalization15.23 billion USD30.28 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateOctober 3, 1995June 29, 2000
Security TypeCommon StockADR

Price Performance

Cumulative Growth

EG
PUK
GSPC
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Everest (EG) vs. Prudential (PUK), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Everest (EG) and Prudential (PUK). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Everest (EG) and Prudential (PUK). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Everest (EG) and Prudential (PUK)
MetricEGPUK
Total Return (1Y)28.99%-7.39%
Total Return (3Y, Annualized)4.67%8.09%
Total Return (5Y, Annualized)10.80%-6.78%

Risk Profile

Drawdown History

EG
PUK
GSPC
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Everest (EG) vs. Prudential (PUK), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Everest (EG) and Prudential (PUK). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Everest (EG) and Prudential (PUK)
MetricEGPUK
Volatility (1Y, Annualized)21.71%29.81%
Beta (5Y)0.230.64
Max Drawdown (5Y)-23.84%-62.24%
Avg. Volume (3M)382.05K1.21M

Risk-Adjusted Performance

Risk-Return Positioning

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EG and PUK are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Everest (EG) and Prudential (PUK)
MetricEGPUK
Sharpe Ratio (1Y)1.14-0.39
Sortino Ratio (1Y)1.77-0.54

Profitability

ROE (TTM)

Both Everest (EG) at 12.77% and Prudential (PUK) at 18.74% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

EG

Insurance industry group

12.77%

Max
41.68%
Q3
22.04%
Median
14.81%
EG
12.77%
Q1
8.79%
Min
-10.66%

PUK

Insurance industry group

18.74%

Max
41.68%
Q3
22.04%
PUK
18.74%
Median
14.81%
Q1
8.79%
Min
-10.66%
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Everest (EG) vs. Prudential (PUK): A comparison of their ROE against the Insurance industry group benchmark.

Net Margin (TTM)

Prudential (PUK) at 25.49% retains a top-quartile share of revenue as profit, ahead of Everest (EG) at 11.68%, which keeps about the industry-typical share.

EG

Insurance industry group

11.68%

Max
29.92%
Q3
17.03%
EG
11.68%
Median
10.97%
Q1
6.21%
Min
-4.68%

PUK

Insurance industry group

25.49%

Max
29.92%
PUK
25.49%
Q3
17.03%
Median
10.97%
Q1
6.21%
Min
-4.68%
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Everest (EG) vs. Prudential (PUK): A comparison of their net margin against the Insurance industry group benchmark.

Operating Margin (TTM)

Neither side reports a meaningful operating margin: for Everest (EG) in Insurance and Prudential (PUK) in Insurance, funding costs are part of the core business, so net margin and ROE are the cleaner profitability reads.

Profitability Metrics

Profitability metrics for Everest (EG) and Prudential (PUK)
MetricEGPUK
ROE (TTM)12.77%18.74%
ROA (TTM)2.43%1.60%
Net Margin (TTM)11.68%25.49%
Operating Margin (TTM)----
Gross Margin (TTM)----

Growth

Revenue Growth

Prudential (PUK) at 68.98% delivers above-range revenue growth, while Everest (EG) at 0.83% falls into the bottom quartile — a wide split in revenue momentum.

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Everest (EG) vs. Prudential (PUK): A comparison of their Revenue Growth across different time periods.

EPS Growth

Prudential (PUK) at 82.74% sits in the top EPS growth quartile, while Everest (EG) at 18.94% is closer to the peer norm — faster per-share earnings growth for PUK.

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Everest (EG) vs. Prudential (PUK): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Everest (EG) and Prudential (PUK)
MetricEGPUK
Revenue Growth (YoY)0.83%68.98%
Revenue Growth (3Y CAGR)12.84%--
EPS Growth (YoY)18.94%82.74%
EPS Growth (3Y CAGR)35.51%61.41%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Everest (EG) in Insurance and Prudential (PUK) in Insurance both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.

Debt / Equity (MRQ)

debt-to-equity ratio is set aside for both: Everest (EG) in Insurance and Prudential (PUK) in Insurance run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.

Financial Strength Metrics

Financial strength metrics for Everest (EG) and Prudential (PUK)
MetricEGPUK
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Both Everest (EG) at 1.91% and Prudential (PUK) at 1.10% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

EG

Insurance industry group

1.91%

Max
5.12%
Q3
2.15%
EG
1.91%
Median
0.98%
Q1
0.00%
Min
0.00%

PUK

Insurance industry group

1.10%

Max
5.12%
Q3
2.15%
PUK
1.10%
Median
0.98%
Q1
0.00%
Min
0.00%
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Everest (EG) vs. Prudential (PUK): A comparison of their dividend yield against the Insurance industry group benchmark.

Dividend Payout Ratio (TTM)

Both Everest (EG) at 16.81% and Prudential (PUK) at 18.71% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

EG

Insurance industry group

16.81%

Max
76.67%
Q3
35.18%
EG
16.81%
Median
14.74%
Q1
0.00%
Min
0.00%

PUK

Insurance industry group

18.71%

Max
76.67%
Q3
35.18%
PUK
18.71%
Median
14.74%
Q1
0.00%
Min
0.00%
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Everest (EG) vs. Prudential (PUK): A comparison of their payout ratio against the Insurance industry group benchmark.

Dividend Metrics

Dividend metrics for Everest (EG) and Prudential (PUK)
MetricEGPUK
Dividend Yield (TTM)1.91%1.10%
Dividend Payout Ratio (TTM)16.81%18.71%

Valuation

P/E Ratio (TTM)

Both Everest (EG) at 8.64 and Prudential (PUK) at 8.72 sit in the cheaper earnings-multiple quartile for P/E ratio, with the market paying less for a dollar of trailing earnings than it pays for typical peers.

EG

Insurance industry group

8.64

Max
28.37
Q3
18.75
Median
12.23
Q1
9.08
EG
8.64
Min
2.32

PUK

Insurance industry group

8.72

Max
28.37
Q3
18.75
Median
12.23
Q1
9.08
PUK
8.72
Min
2.32
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Everest (EG) vs. Prudential (PUK): A comparison of their P/E ratio against the Insurance industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both Everest (EG) at 0.94 and Prudential (PUK) at 2.12 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

EG

Insurance industry group

0.94

Max
4.03
Q3
2.25
Median
1.23
EG
0.94
Q1
0.85
Min
0.07

PUK

Insurance industry group

2.12

Max
4.03
Q3
2.25
PUK
2.12
Median
1.23
Q1
0.85
Min
0.07
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Everest (EG) vs. Prudential (PUK): A comparison of their P/S ratio against the Insurance industry group benchmark.

P/B Ratio (MRQ)

Everest (EG) at 1.08 sits in the lower P/B ratio quartile relative to book while Prudential (PUK) at 6.29 prices above its industry range — a wide valuation gap against assets.

EG

Insurance industry group

1.08

Max
5.07
Q3
2.79
Median
1.76
Q1
1.23
EG
1.08
Min
0.30

PUK

Insurance industry group

6.29

PUK
6.29
Max
5.07
Q3
2.79
Median
1.76
Q1
1.23
Min
0.30
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Everest (EG) vs. Prudential (PUK): A comparison of their P/B ratio against the Insurance industry group benchmark.

Valuation Metrics

Valuation metrics for Everest (EG) and Prudential (PUK)
MetricEGPUK
P/E Ratio (TTM)8.648.72
P/S Ratio (TTM)0.942.12
P/B Ratio (MRQ)1.086.29
Free Cash Flow Yield (TTM)----