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Everest GroupEG +2.11%74 Forward Rate of Return (Yacktman) % is 35.41% as of Jun. 2026, which is 1% above its 10-year median of 35.12. GuruFocus rates EG with a GF Scoreâ„¢ of 74/100 and a GF Valueâ„¢ of $363.82 (Fairly Valued). The stock has 4 warning signs investors should review. Among 279 Insurance companies, Everest Group ranks better than 86.02% on this metric.
Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Everest Group's forward rate of return for was 35.41%.
The historical rank and industry rank for Everest Group's Forward Rate of Return (Yacktman) % or its related term are showing as below:
EG'
s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: -14.45 Med: 35.12 Max: 49.11
Current: 34.39
During the past 13 years, Everest Group's highest Forward Rate of Return was 49.11. The lowest was -14.45. And the median was 35.12.
EG's Forward Rate of Return (Yacktman) % is ranked better than 86.02% of 279
companies
in the Insurance industry
Industry Median: 16.75
vs EG: 34.39
Unlike the Earnings Yield %, the Forward Rate of Return uses the normalized Free Cash Flow of the past five years, and considers growth. The forward rate of return can be thought of as the return that investors buying the stock today can expect from it in the future.
Everest Group (NYSE:EG) Forward Rate of Return (Yacktman) % Explanation
Unlike the Earnings Yield, the Forward Rate of Return uses the normalized Free Cash Flow of the past five years, and considers growth. The forward rate of return can be thought of as the return that investors buying the stock today can expect from it in the future.
For the growth part of the Forward Rate of Return calculation, GuruFocus uses the 5-year average growth rate of EBITDA per share as the growth rate, and the growth rate is always capped at 20%. For the Free Cash Flow we use per share data averaged over five years. The reason we use five years is to make it comparable to the growth rate.
Be Aware
In the Forward Rate of Return calculation, the growth rate is added directly to today's free cash flow yield. Therefore the calculation is reliable only if the company can grow at the same rate in the future as it did in the past. Investors should pay close attention to this when researching growth stocks. A more accurate measurement for return is Return on Capital.
Everest Group Forward Rate of Return (Yacktman) % Related Terms
Everest Group Forward Rate of Return (Yacktman) % Historical Data
* Premium members only.
The historical data trend for Everest Group's Forward Rate of Return (Yacktman) % can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Everest Group Forward Rate of Return (Yacktman) % Chart
EG vs RNR, RGA, HG: Forward Rate of Return (Yacktman) % Comparison
For the Insurance - Reinsurance subindustry, Everest Group's Forward Rate of Return (Yacktman) %, along with its competitors' market caps and Forward Rate of Return (Yacktman) % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Everest Group Forward Rate of Return (Yacktman) % vs Insurance Industry
For the Insurance industry and Financial Services sector, Everest Group's Forward Rate of Return (Yacktman) % distribution charts can be found below:
* The bar in red indicates where Everest Group's Forward Rate of Return (Yacktman) % falls into.
Everest Group Forward Rate of Return (Yacktman) % Calculation
Forward Rate of Return is a concept that Don Yacktman uses in his investment approach. Yacktman explained the forward rate of return concept in detail in his interview with GuruFocus. Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. He said in the interview (March 2012, when the S&P 500 was at about 1400):
If the business is stable, this calculation is fairly straightforward. For instance, on the S&P 500 we would normalize earnings. We would then calculate what percentage of those earnings are not reinvested in the underlying businesses and are therefore free. Historically, for the S&P 500, this has been just under 50% of earnings. Currently, we expect the S&P to earn about 70 on a normalized basis, a number which is far below reported earnings due to our adjusting for record high profit margins. $70 X ½ / 1400 gives you a normalized free cash flow yield of approximately 2.5%.
The historical real growth rate of the S&P 500 (companies) is about 1.5%. Assuming an inflation rate of 2.5%, the forward rate of return on an investment in the S&P 500 is about 6.5% today (2.5% free cash flow yield plus 1.5% real growth plus 2.5% inflation).
Everest Group's Forward Rate of Return of Jun. 2026 is
Forward Rate of Return
=
Normalized Free Cash Flow
/
Price
+
5-Year EBITDA Growth Rate
=
93.67009524
/
357.23
+
0.0919
=
35.41 %
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
What does a Forward Rate of Return (Yacktman) % of 35.41% mean?
Everest Group (EG) has a Forward Rate of Return (Yacktman) % of 35.41% as of Jun. 2026. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on Everest Group and its competitors. This is near median its historical median of 35.12. According to the industry distribution chart, Everest Group ranks #39 out of 279 companies in the Insurance industry, placing it in the top 14%.
Is Everest Group's Forward Rate of Return (Yacktman) % too high?
Everest Group's current Forward Rate of Return (Yacktman) % of 35.41% is near median its 10-year median of 35.12. The Insurance industry median Forward Rate of Return (Yacktman) % is 16.75. Everest Group's value of 35.41% is 111.4% above this industry median. Based on the distribution chart, Everest Group ranks #39 out of 279 companies in the Insurance industry, which is in the top quartile — a strong position relative to peers. Overall, Everest Group has a GF Score™ of 74/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Everest Group's Forward Rate of Return (Yacktman) % compare to RNR and RGA?
According to the Insurance industry distribution chart, Everest Group ranks #39 out of 279 companies for Forward Rate of Return (Yacktman) %. This places Everest Group in the top 14% of its industry — outperforming the majority of peers. The industry median Forward Rate of Return (Yacktman) % is 16.75. Everest Group's value of 35.41% is 111.4% above this benchmark. While the company's 10-year median is 35.12 vs. the industry median of 16.75, Everest Group has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Forward Rate of Return (Yacktman) % for an Insurance company?
The median Forward Rate of Return (Yacktman) % among Insurance companies is 16.75, based on 279 companies in the industry. Companies in the top quartile (top 25%) have a Forward Rate of Return (Yacktman) % significantly above this median, while those in the bottom quartile fall well below. However, Forward Rate of Return (Yacktman) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Everest Group's current Forward Rate of Return (Yacktman) % of 35.41% is 111.4% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Forward Rate of Return (Yacktman) % mean?
A high Forward Rate of Return (Yacktman) % can signal that a stock is expensive relative to its fundamentals. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on Everest Group and its competitors. For the Insurance industry, the median Forward Rate of Return (Yacktman) % is 16.75 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Everest Group's current Forward Rate of Return (Yacktman) % is 35.41%, which is near median its own 10-year median of 35.12. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Everest Group stock overvalued right now?
Based on GuruFocus' analysis, Everest Group (EG) is currently considered Fairly Valued. The stock's GF Value™ is $363.82, compared to a current price of $379.54 — trading 4.3% above its estimated fair value. The current Forward Rate of Return (Yacktman) % is 35.41%, which is near median its 10-year median of 35.12 and 111.4% above the Insurance industry median of 16.75. Everest Group's overall GF Score™ is 74/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Forward Rate of Return (Yacktman) % calculated?
Forward Rate of Return (Yacktman) % is calculated from a company's financial statements. For Everest Group (EG), the current Forward Rate of Return (Yacktman) % is 35.41% as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Everest Group (EG) Overvalued in 2026?
Based on GuruFocus' analysis, Everest Group stock appears to be overvalued.
The current stock price of $379.54 is trading 4.3% above its estimated GF Value™ of $363.82.
GuruFocus considers Everest Group to be Fairly Valued.
Key valuation signals for EG:
Forward Rate of Return (Yacktman) %: 35.41% (near median its 10-year median of 35.12)
GF Value™: $363.82 vs. price of $379.54 (4.3% above fair value)
Industry Position: 111.4% above the Insurance median (#39 of 279)
No single metric tells the full story. See the EG stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Everest Group Ltd is a Bermuda-based reinsurance and insurance organization. It operates in the Reinsurance and Insurance business. It is a financial services institution focused on diversifying its portfolio and geographic presence. Through direct and indirect subsidiaries operating in the U.S. and internationally. The Insurance operation writes property and casualty insurance directly and through brokers, surplus lines brokers, and general agents within the U.S., Bermuda, Canada, Europe, and South America. The Company conducts business through two reportable segments, Reinsurance and Insurance.
74GF Score
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