US29977A1051 - Common Stock

Taking everything into account, **EVR** scores **7** out of 10 in our fundamental rating. **EVR** was compared to 219 industry peers in the **Capital Markets** industry. Both the health and profitability get an excellent rating, making **EVR** a very profitable company, without any liquidiy or solvency issues. **EVR** is not valued too expensively and it also shows a decent growth rate.

In the past year **EVR** was profitable.

Each year in the past 5 years **EVR** had a positive operating cash flow.

The **Return On Assets** of **EVR** (**8.88%**) is better than **86.05%** of its industry peers.

The last **Return On Invested Capital** (**11.01%**) for **EVR** is well below the 3 year average (**21.67%**), which needs to be investigated, but indicates that **EVR** had better years and this may not be a problem.

Industry Rank | Sector Rank | ||
---|---|---|---|

ROA | 8.88% | ||

ROE | 19.42% | ||

ROIC | 11.01% |

ROA(3y)13.17%

ROA(5y)12.27%

ROE(3y)34.42%

ROE(5y)33.19%

ROIC(3y)21.67%

ROIC(5y)20.34%

With a **Profit Margin** value of **11.14%**, **EVR** perfoms like the industry average, outperforming **41.40%** of the companies in the same industry.

In the last couple of years the **Gross Margin** of **EVR** has remained more or less at the same level.

Industry Rank | Sector Rank | ||
---|---|---|---|

OM | 14.65% | ||

PM (TTM) | 11.14% | ||

GM | 98.88% |

OM growth 3Y-16.1%

OM growth 5Y-10.82%

PM growth 3Y-11.99%

PM growth 5Y-10.4%

GM growth 3Y-0.08%

GM growth 5Y-0.07%

The number of shares outstanding for **EVR** has been reduced compared to 1 year ago.

The debt/assets ratio for **EVR** has been reduced compared to a year ago.

An Altman-Z score of **5.70** indicates that **EVR** is not in any danger for bankruptcy at the moment.

With an excellent **Altman-Z score** value of **5.70**, **EVR** belongs to the best of the industry, outperforming **87.91%** of the companies in the same industry.

The Debt to FCF ratio of **EVR** is **0.52**, which is an excellent value as it means it would take **EVR**, only **0.52** years of fcf income to pay off all of its debts.

Looking at the **Debt to Equity ratio**, with a value of **0.25**, **EVR** is in the better half of the industry, outperforming **78.14%** of the companies in the same industry.

Industry Rank | Sector Rank | ||
---|---|---|---|

Debt/Equity | 0.25 | ||

Debt/FCF | 0.52 | ||

Altman-Z | 5.7 |

ROIC/WACCN/A

WACCN/A

A Current Ratio of **3.61** indicates that **EVR** has no problem at all paying its short term obligations.

A Quick Ratio of **3.61** indicates that **EVR** has no problem at all paying its short term obligations.

Industry Rank | Sector Rank | ||
---|---|---|---|

Current Ratio | 3.61 | ||

Quick Ratio | 3.61 |

The earnings per share for **EVR** have decreased strongly by **-17.69%** in the last year.

Measured over the past years, **EVR** shows a decrease in **Earnings Per Share**. The EPS has been decreasing by **-6.58%** on average per year.

The **Revenue** has been growing slightly by **5.79%** in the past year.

Measured over the past years, **EVR** shows a small growth in **Revenue**. The Revenue has been growing by **3.24%** on average per year.

EPS 1Y (TTM)-17.69%

EPS 3Y-12.22%

EPS 5Y-6.58%

EPS Q2Q%88.54%

Revenue 1Y (TTM)5.79%

Revenue growth 3Y2.24%

Revenue growth 5Y3.24%

Sales Q2Q%37.64%

Based on estimates for the next years, **EVR** will show a very strong growth in **Earnings Per Share**. The EPS will grow by **41.96%** on average per year.

EPS Next Y53.61%

EPS Next 2Y50.44%

EPS Next 3Y41.96%

EPS Next 5YN/A

Revenue Next Year24.41%

Revenue Next 2Y21.91%

Revenue Next 3Y18.43%

Revenue Next 5Y7.1%

When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.

The Revenue growth rate is accelerating: in the next years the growth will be better than in the last years.

With a **Price/Earnings** ratio of **33.92**, **EVR** can be considered very expensive at the moment.

Compared to the rest of the industry, the **Price/Earnings** ratio of **EVR** indicates a slightly more expensive valuation: **EVR** is more expensive than 73.95% of the companies listed in the same industry.

With a **Price/Forward Earnings** ratio of **16.89**, **EVR** is valued correctly.

The rest of the industry has a similar **Price/Forward Earnings** ratio as **EVR**.

The average S&P500 **Price/Forward Earnings** ratio is at **22.04**. **EVR** is valued slightly cheaper when compared to this.

Industry Rank | Sector Rank | ||
---|---|---|---|

PE | 33.92 | ||

Fwd PE | 16.89 |

Based on the **Enterprise Value to EBITDA** ratio, **EVR** is valued a bit cheaper than 70.70% of the companies in the same industry.

Industry Rank | Sector Rank | ||
---|---|---|---|

P/FCF | 13.22 | ||

EV/EBITDA | 17.97 |

A more expensive valuation may be justified as **EVR**'s earnings are expected to grow with **41.96%** in the coming years.

PEG (NY)0.63

PEG (5Y)N/A

EPS Next 2Y50.44%

EPS Next 3Y41.96%

With a **Yearly Dividend Yield** of **1.36%**, **EVR** has a reasonable but not impressive dividend return.

Compared to the average S&P500 **Dividend Yield** of **2.26**, **EVR** is paying slightly less dividend.

Industry Rank | Sector Rank | ||
---|---|---|---|

Dividend Yield | 1.36% |

The dividend of **EVR** is nicely growing with an annual growth rate of **11.36%**!

Dividend Growth(5Y)11.36%

Div Incr Years15

Div Non Decr Years15

The dividend of **EVR** is growing, but earnings are growing more, so the dividend growth is sustainable.

DP44.75%

EPS Next 2Y50.44%

EPS Next 3Y41.96%

**EVERCORE INC - A**

NYSE:EVR (9/17/2024, 4:15:00 PM)

After market: 246.23 0 (0%)**246.23**

**+4.1 (+1.69%) **

Chartmill FA Rating

GICS SectorFinancials

GICS IndustryGroupFinancial Services

GICS IndustryCapital Markets

Earnings (Last)

Earnings (Next)

Inst Owners

Inst Owner Change

Ins Owners

Ins Owner Change

Market Cap9.44B

Analysts

Price Target

Dividend

Industry Rank | Sector Rank | ||
---|---|---|---|

Dividend Yield | 1.36% |

Dividend Growth(5Y)

DP

Div Incr Years

Div Non Decr Years

Ex-Date

Surprises & Revisions

EPS beat(2)

Avg EPS beat(2)

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EPS beat(16)

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Revenue beat(2)

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Revenue beat(8)

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Revenue beat(16)

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PT rev (1m)

PT rev (3m)

EPS NQ rev (1m)

EPS NQ rev (3m)

EPS NY rev (1m)

EPS NY rev (3m)

Revenue NQ rev (1m)

Revenue NQ rev (3m)

Revenue NY rev (1m)

Revenue NY rev (3m)

Valuation

Industry Rank | Sector Rank | ||
---|---|---|---|

PE | 33.92 | ||

Fwd PE | 16.89 | ||

P/S | |||

P/FCF | |||

P/OCF | |||

P/B | |||

P/tB | |||

EV/EBITDA |

EPS(TTM)

EY

EPS(NY)

Fwd EY

FCF(TTM)

FCFY

OCF(TTM)

OCFY

SpS

BVpS

TBVpS

PEG (NY)0.63

PEG (5Y)N/A

Profitability

Industry Rank | Sector Rank | ||
---|---|---|---|

ROA | 8.88% | ||

ROE | 19.42% | ||

ROCE | |||

ROIC | |||

ROICexc | |||

ROICexgc | |||

OM | 14.65% | ||

PM (TTM) | 11.14% | ||

GM | 98.88% | ||

FCFM |

ROA(3y)

ROA(5y)

ROE(3y)

ROE(5y)

ROIC(3y)

ROIC(5y)

ROICexc(3y)

ROICexc(5y)

ROICexgc(3y)

ROICexgc(5y)

ROCE(3y)

ROCE(5y)

ROICexcg growth 3Y

ROICexcg growth 5Y

ROICexc growth 3Y

ROICexc growth 5Y

OM growth 3Y

OM growth 5Y

PM growth 3Y

PM growth 5Y

GM growth 3Y

GM growth 5Y

F-Score

Asset Turnover0.8

Health

Industry Rank | Sector Rank | ||
---|---|---|---|

Debt/Equity | 0.25 | ||

Debt/FCF | |||

Debt/EBITDA | |||

Cap/Depr | |||

Cap/Sales | |||

Interest Coverage | |||

Cash Conversion | |||

Profit Quality | |||

Current Ratio | 3.61 | ||

Quick Ratio | 3.61 | ||

Altman-Z |

F-Score

WACC

ROIC/WACC

Cap/Depr(3y)

Cap/Depr(5y)

Cap/Sales(3y)

Cap/Sales(5y)

Profit Quality(3y)

Profit Quality(5y)

High Growth Momentum

Growth

EPS 1Y (TTM)-17.69%

EPS 3Y-12.22%

EPS 5Y

EPS Q2Q%

EPS Next Y53.61%

EPS Next 2Y

EPS Next 3Y

EPS Next 5Y

Revenue 1Y (TTM)5.79%

Revenue growth 3Y2.24%

Revenue growth 5Y

Sales Q2Q%

Revenue Next Year

Revenue Next 2Y

Revenue Next 3Y

Revenue Next 5Y

EBIT growth 1Y

EBIT growth 3Y

EBIT growth 5Y

EBIT Next Year

EBIT Next 3Y

EBIT Next 5Y

FCF growth 1Y

FCF growth 3Y

FCF growth 5Y

OCF growth 1Y

OCF growth 3Y

OCF growth 5Y