EVERCORE INC - A (NYSE:EVR) Fits the Minervini High-Growth Momentum and Trend Template

For investors looking to join strict technical rules with fundamental growth, the method made popular by Mark Minervini gives a clear system. This system, often called the SEPA (Specific Entry Point Analysis) strategy, depends on finding stocks that are in strong, clear uptrends and also supported by improving business results. The aim is to find leaders early in their main price increases by checking for both technical health and rising earnings momentum. A "High Growth Momentum + Trend Template" filter uses this two-part view, first making sure a stock fits Minervini's exact technical Trend Template rules, then adding a high growth momentum score to check for fundamental health.

EVERCORE INC - A (NYSE:EVR) appears as a present candidate from this filter, giving an example of how a top financial advisory firm can show the traits wanted by growth-focused trend investors.

Technical Fit with the Minervini Trend Template

The main part of Minervini's technical method is his Trend Template, a group of fixed rules made to filter for stocks in a clear Stage 2 advance. EVR's present chart and numbers show a good fit with these rules:

• Trading Above Important Averages: The stock price ($348.48) trades well above its rising 50-day ($318.90), 150-day ($303.32), and 200-day ($277.95) simple moving averages (SMAs). This ordered position shows continued buying interest across short, medium, and long-term periods.
• Upward Moving Average Directions: Importantly, these moving averages are not just price floors but are themselves moving upward. The 200-day SMA, a measure for the long-term trend, has risen from about $277.16 to its present level, confirming a positive long-term setting.
• Nearness to Highs: A main Minervini idea is to focus on strength, not weakness. EVR is trading within 4.5% of its 52-week high of $364.42, showing it is a market leader, not a follower making up ground. Also, its present price is more than 130% above its 52-week low, showing a strong recovery and uptrend already happening.
• Better Relative Performance: Minervini stresses owning the leaders. EVR's ChartMill Relative Strength (CRS) score of 76.76 shows it is doing better than over three-quarters of the wider market. More significantly, inside its Capital Markets industry, it does better than 82% of its peers, showing industry leadership.

This technical view meets the Trend Template's goal: to systematically find securities where the easiest direction is higher, thus improving the chances for the trader by joining in clear momentum.

Fundamental Support for High Growth Momentum

A technically ideal chart is only part of the account in the Minervini view. The biggest price moves are usually supported by fundamental improvement, what he names "earnings driven" price action. EVR's recent financial results display the high-growth momentum that can maintain and push a technical breakout.

• Earnings Improvement: The company is showing notable profit growth. Trailing Twelve-Month (TTM) EPS has grown 60% year-over-year. More significantly, recent quarterly patterns show improvement, with the last reported quarter giving EPS growth of 70.6% compared to the same quarter a year before.
• Steady Earnings Beats: A sign of momentum is companies regularly doing better than forecasts. EVR has beaten EPS estimates in each of the last four quarters, with an average beat of over 40%. This series of positive beats often draws institutional interest and leads to higher estimates.
• Strong Revenue Growth: Top-line growth supports bottom-line increase. EVR's TTM revenue has grown about 27%, with the last quarter rising over 41% year-over-year. This points to good demand for its advisory and investment management services.
• Getting Better Profitability: The company's profit margin in the last reported quarter was 13.82%, showing a gain from the 11.60% margin in the quarter before. A pattern of growing margins hints at operational efficiency and pricing strength, important features of good growth companies.
• Analyst Belief: Forward estimates are being moved upward, with the average EPS estimate for next year rising over 5% in the last three months. Such changes are a key driver, as Minervini states, "Big earnings attract big attention."

These fundamental numbers give the "reason" for the stock's technical health. They suggest the uptrend is not only speculative but may be supported by real business performance, fitting with the high-growth momentum filter made to find such companies.

Technical Condition and Pattern Review

Beyond the basic Trend Template, EVR's wider technical condition is sound. According to ChartMill's own analysis, the stock gets a high Technical Rating of 8 out of 10, backed by positive long-term and short-term trends. The technical report summary states that while EVR is a medium performer compared to the whole market, its technical view is healthy across time periods.

Also, the stock shows a Setup Rating of 7, meaning it is coming out of a resting phase. The analysis notes lower volatility and prices settling in a recent range, with a seen "Pocket Pivot" signal, a volume-based sign hinting at buying. This mix of high technical condition and a positive pattern is exactly what traders using this method look for, as it may come before a new move higher in the current trend.

For a complete look at support levels, resistance, and an example trade idea, readers can see the full technical analysis report for EVR.

Locating Related Possibilities

EVERCORE INC - A shows the kind of security that passes through a joined filter of Minervini's trend rules and high-growth fundamental momentum. For investors wanting to find other stocks that presently meet this strict two-part filter, the ready-made scan is available to use. You can find more possible candidates by using the "High Growth Momentum + Trend Template" filter here.

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Disclaimer: This article is for information and learning only. It is not a suggestion to buy or sell any security. The analysis uses present data and a particular investment method. Always do your own complete research, think about your financial position and risk comfort, and talk with a qualified financial advisor before making any investment choices. Past results do not show future outcomes.