EVERCORE INC - A (EVR)       134.23  +1.54 (+1.16%)

134.23  +1.54 (+1.16%)

US29977A1051 - Common Stock - After market: 134.23 0 (0%)


Fundamental Rating

6

We assign a fundamental rating of 6 out of 10 to EVR. EVR was compared to 204 industry peers in the Capital Markets industry. While EVR has a great health rating, its profitability is only average at the moment. EVR is valued quite cheap, but it does not seem to be growing.




Profitability

Profitability Rating

6

EVR has a Return On Assets of 20.05%. This is amongst the best returns in the industry. The industry average is 4.11%. EVR outperforms 95% of its industry peers.
EVR has a Return On Equity of 44.76%. This is amongst the best returns in the industry. The industry average is 11.60%. EVR outperforms 93% of its industry peers.

EVR's Profit Margin of 20.63% is in line with the rest of the industry. The industry average Profit Margin is 20.52%.
EVR has a Piotroski-F score of 6.00. This indicates an average health and profitability for EVR.
VS Industry

ROA (20.05%) VS Industry: 95% outperformed.

0.03
49.12

ROE (44.76%) VS Industry: 93% outperformed.

0.18
291.37

Profit Margin (20.63%) VS Industry: 50% outperformed.

0.30
84,632.11

Valuation

Valuation Rating

7

With a Price/Earnings Ratio of 8.60, the valuation of EVR can be described as very reasonable.
Compared to an average industry Price/Earning Ratio of 11.63, EVR is valued a bit cheaper than its industry peers.
EVR's low PEG Ratio, which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
When comparing the Enterprise Value to EBITDA ratio of EVR to the average industry ratio of 12.48, EVR is valued rather cheaply. EVR is also cheaper than 94% of the companies listed in the same industry.

With a Forward Price/Earnings Ratio of 12.78, EVR is valued correctly.
With a price book ratio of 3.69, EVR is valued correctly.
Compared to an average industry price book ratio of 1.22, EVR is valued more expensive than its industry peers. 83% of the companies listed in the same industry are valued cheaper.
VS Industry

Price/Earnings (8.6) VS Industry: 74% outperformed.

267.00
0.93

Price/Book (3.69) VS Industry: 17% outperformed.

76.03
0.15

Enterprise Value/ EBITDA (2.49) VS Industry: 94% outperformed.

170.50
0.71

Growth

Growth Rating

2

The Earnings Per Share has been growing by 32.39% on average over the past 5 years. This is a very strong growth
EVR shows quite a strong growth in Revenue. Measured over the last 5 years, the Revenue has been growing by 17.82% yearly.
EVR shows a slight negative growth in Earnings Per Share. In the last year, the EPS has decreased by -3.05%.
Looking at the last year, EVR shows a decrease in Revenue. The Revenue has decreased by -1.79% in the last year.

EVR is expected to show a decrease in Revenue. In the coming 5 years, the Revenue will decrease by -2.03% yearly.
The Earnings Per Share is expected to decrease by -12.61% on average over the next 5 years. This is quite bad
The EPS growth is decreasing: in the next 5 years the growth will be less than in the last years.
When comparing the Revenue growth rate of the last years to the growth rate of the upcoming 5 years, we see that the growth is decreasing.

PastFuture
5Y3Y1Y1Y2Y3Y5Y
EPS32.39% 24.75% -3.05% -37.46% -22.67% -12.61% N/A
Revenue17.82% 16.67% -1.79% -15.91% -8.95% -4.24% -2.03%

Health

Health Rating

8

EVR has a Current Ratio of 2.96. This indicates that EVR is financially healthy and has no problem in meeting its short term obligations.
The Current Ratio of EVR is much better than the industry average of 1.38.
EVR has a Quick Ratio of 2.96. This indicates that EVR is financially healthy and has no problem in meeting its short term obligations.
When comparing the Quick Ratio to an average industry Quick Ratio of 1.38, EVR is better placed than the average industry peer to meet its short term obligations.

With a Debt to Equity ratio of 0.26, EVR is doing better than the averages in the industry. The industry average is at 0.61.
EVR has an Altman-Z score of 5.03. This indicates that EVR is financially healthy and little risk of bankruptcy at the moment.
EVR has one of the better Altman-Z scores in its industry. It is much better than the industry average of 1.06. EVR has a better score than 84% of its industry peers.
The Piotroski-F score of EVR is 6.00. This is a neutral score and indicates average health and profitability for EVR.
VS Industry

Debt/Equity (0.26) VS Industry: 64% outperformed.

8.26
0.00

Quick Ratio (2.96) VS Industry: 78% outperformed.

0.01
5,803.88

Current Ratio (2.96) VS Industry: 78% outperformed.

0.01
5,803.88

Altman-Z (5.03) VS Industry: 84% outperformed.

-98.91
5,571.83

Dividend

Dividend Rating

5

The dividend of EVR is nicely growing with an annual growth rate of 11.73%!
EVR pays out 19.93% of its income as dividend. This is a sustainable payout ratio.
EVR has been paying a dividend for at least 10 years, so it has a reliable track record.
With a Yearly Dividend Yield of 2.30%, EVR has a reasonable but not impressive dividend return.

EVR's Dividend Yield is comparable with the S&P500 average which is at 2.41.
Compared to an average industry Dividend Yield of 5.06, EVR is paying slightly less dividend.
EVR's earnings are declining while the Dividend Rate has been growing. This means the dividend growth is most likely not sustainable.
VS Industry

Dividend Yield (2.3%) VS Industry: 23% outperformed.

0.02
152.17

EVERCORE INC - A134.23

NYSE:EVR (2/3/2023, 6:38:56 PM)+1.54 (+1.16%)

After market: 134.23 0 (0%)

Chartmill FA Rating
GICS Sector Financials
GICS IndustryGroup Diversified Financials
GICS Industry Capital Markets
Earnings (Last) 02-01 2023-02-01/amc Earnings (Next) 04-25 2023-04-25/amc
Inst Owners 83.51% Inst Owner Change -1.64%
Ins Owners 8.29% Ins Owner Change 0%
Market Cap 5.21B Analysts 73.33
Price Target 119.68 (-10.84%)

Dividend
Industry RankSector Rank
Dividend Yield 2.3%
Dividend Growth(5Y) 11.73% DP 19.93%
Div Incr Years 15 Div Non Decr Years 15
Ex-Date N/A

Surprises & Revisions
EPS beat(2) 2 Avg EPS beat(2) 61.65%
Min EPS beat(2) 58.86% Max EPS beat(2) 64.44%
EPS beat(4) 4 Avg EPS beat(4) 49.94%
Min EPS beat(4) 21.05% Max EPS beat(4) 64.44%
Revenue beat(2) 2 Avg Revenue beat(2) 27.16%
Min Revenue beat(2) 20.5% Max Revenue beat(2) 33.81%
Revenue beat(4) 4 Avg Revenue beat(4) 21.6%
Min Revenue beat(4) 7.74% Max Revenue beat(4) 33.81%
PT rev (1m) 8.47% PT rev (3m) 10%
EPS NQ rev (1m) 10.76% EPS NQ rev (3m) 15.06%
EPS NY rev (1m) 0% EPS NY rev (3m) 7.37%
Revenue NQ rev (1m) 1.01% Revenue NQ rev (3m) 1.01%
Revenue NY rev (1m) 0% Revenue NY rev (3m) 0.01%

Valuation
Industry RankSector Rank
PE 8.6
Fwd PE 12.78
P/S 1.7
P/FCF 5.27
P/OCF 5.15
P/B 3.69
P/tB 4.04
EV/EBITDA 2.49
EPS(TTM) 15.6 EY 11.62%
EPS(NY) 10.51 Fwd EY 7.83%
FCF(TTM) 25.45 FCFY 18.96%
OCF(TTM) 26.06 OCFY 19.42%
SpS 78.88 BVpS 36.35
TBVpS 33.26 PEG (NY) N/A
PEG (5Y) 0.27

Profitability
Industry RankSector Rank
ROA 20.05%
ROE 44.76%
ROIC 30.23%
ROICexc 117.91%
ROICexgc 146.41%
OM 30.77%
PM 20.63%
GM 99.1%
ROICexgc(3y) 2112.65% ROICexcg growth 3Y 186.19%
ROICexcg growth 5Y 159.9% ROICexc(3y) 252.32%
ROICexc growth 3Y 62.85% ROICexc growth 5Y 76.52%
OM growth 3Y 8.54% OM growth 5Y 12.68%
PM growth 3Y 7.31% PM growth 5Y 24.84%
GM growth 3Y -0.01% GM growth 5Y 0.05%
F-Score 6 Asset Turnover 0.97

Health
Industry RankSector Rank
Debt/Equity 0.26
Debt/FCF 0.37
Debt/EBITDA 0.38
Cap/Depr 81.82%
Profit Quality 156.43%
Current Ratio 2.96
Quick Ratio 2.96
Altman-Z 5.03
F-Score 6 WACC N/A
ROIC/WACC N/A Cap/Depr(3y) 157.87%
Cap/Depr(5y) 141.45% Profit Quality(3y) 197.7%
Profit Quality(5y) 237.74%

Growth
EPS 1Y -3.05% EPS 3Y 24.75%
EPS 5Y 32.39% EPS growth Q2Q -44.44%
EPS Next Y -37.46% EPS Next 2Y -22.67%
EPS Next 3Y -12.61% EPS Next 5Y N/A
Revenue growth 1Y -1.79% Revenue growth 3Y 16.67%
Revenue growth 5Y 17.82% Revenue growth Q2Q -29.81%
Revenue Next Year -15.91% Revenue Next 2Y -8.95%
Revenue Next 3Y -4.24% Revenue Next 5Y -2.03%
EBIT growth 1Y -4.66% EBIT growth 3Y 26.63%
EBIT growth 5Y 32.76% EBIT Next Year -27.96%
EBIT Next 3Y -9.05% EBIT Next 5Y N/A
FCF growth 1Y 56.74% FCF growth 3Y 18.46%
FCF growth 5Y 27.45% OCF growth 1Y 45.24%
OCF growth 3Y 17.69% OCF growth 5Y 26.84%

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