EVERCORE INC - A (EVR) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:EVR - US29977A1051 - Common Stock
366.15 USD
+2.97 (+0.82%)
We assign a fundamental rating of 7 out of 10 to EVR. EVR was compared to 237 industry peers in the Capital Markets industry. EVR has outstanding health and profitabily ratings, belonging to the best of the industry. This is a solid base for any company. EVR is not overvalued while it is showing excellent growth. This is an interesting combination. These ratings could make EVR a good candidate for growth and quality investing.
1. Profitability
1.1 Basic Checks
- In the past year EVR was profitable.
- In the past year EVR had a positive cash flow from operations.
- Each year in the past 5 years EVR has been profitable.
- In the past 5 years EVR always reported a positive cash flow from operatings.
1.2 Ratios
- The Return On Assets of EVR (11.95%) is better than 89.03% of its industry peers.
- The Return On Equity of EVR (29.20%) is better than 94.09% of its industry peers.
- The Return On Invested Capital of EVR (16.65%) is better than 91.98% of its industry peers.
- EVR had an Average Return On Invested Capital over the past 3 years of 15.25%. This is significantly above the industry average of 7.27%.
- The last Return On Invested Capital (16.65%) for EVR is above the 3 year average (15.25%), which is a sign of increasing profitability.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 11.95% | ||
| ROE | 29.2% | ||
| ROIC | 16.65% |
ROA(3y)9.71%
ROA(5y)11.8%
ROE(3y)23.12%
ROE(5y)30.78%
ROIC(3y)15.25%
ROIC(5y)19.97%
1.3 Margins
- EVR has a Profit Margin (14.83%) which is in line with its industry peers.
- In the last couple of years the Profit Margin of EVR has declined.
- EVR has a Operating Margin of 19.52%. This is comparable to the rest of the industry: EVR outperforms 44.30% of its industry peers.
- In the last couple of years the Operating Margin of EVR has declined.
- EVR has a better Gross Margin (99.08%) than 100.00% of its industry peers.
- 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 | 19.52% | ||
| PM (TTM) | 14.83% | ||
| GM | 99.08% |
OM growth 3Y-19.04%
OM growth 5Y-4.23%
PM growth 3Y-17.37%
PM growth 5Y-2.94%
GM growth 3Y-0.04%
GM growth 5Y0%
2. Health
2.1 Basic Checks
- The number of shares outstanding for EVR has been increased compared to 1 year ago.
- Compared to 5 years ago, EVR has less shares outstanding
- EVR has a better debt/assets ratio than last year.
2.2 Solvency
- EVR has an Altman-Z score of 6.05. This indicates that EVR is financially healthy and has little risk of bankruptcy at the moment.
- Looking at the Altman-Z score, with a value of 6.05, EVR belongs to the top of the industry, outperforming 89.45% of the companies in the same industry.
- The Debt to FCF ratio of EVR is 0.56, which is an excellent value as it means it would take EVR, only 0.56 years of fcf income to pay off all of its debts.
- Looking at the Debt to FCF ratio, with a value of 0.56, EVR belongs to the top of the industry, outperforming 91.56% of the companies in the same industry.
- EVR has a Debt/Equity ratio of 0.30. This is a healthy value indicating a solid balance between debt and equity.
- Looking at the Debt to Equity ratio, with a value of 0.30, EVR is in the better half of the industry, outperforming 72.57% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.3 | ||
| Debt/FCF | 0.56 | ||
| Altman-Z | 6.05 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
- A Current Ratio of 2.71 indicates that EVR has no problem at all paying its short term obligations.
- EVR's Current ratio of 2.71 is fine compared to the rest of the industry. EVR outperforms 79.75% of its industry peers.
- A Quick Ratio of 2.71 indicates that EVR has no problem at all paying its short term obligations.
- Looking at the Quick ratio, with a value of 2.71, EVR belongs to the top of the industry, outperforming 80.17% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 2.71 | ||
| Quick Ratio | 2.71 |
3. Growth
3.1 Past
- EVR shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 60.00%, which is quite impressive.
- Measured over the past 5 years, EVR shows a small growth in Earnings Per Share. The EPS has been growing by 4.02% on average per year.
- Looking at the last year, EVR shows a very strong growth in Revenue. The Revenue has grown by 27.00%.
- The Revenue has been growing by 8.11% on average over the past years. This is quite good.
EPS 1Y (TTM)60%
EPS 3Y-18.85%
EPS 5Y4.02%
EPS Q2Q%70.59%
Revenue 1Y (TTM)27%
Revenue growth 3Y-3.24%
Revenue growth 5Y8.11%
Sales Q2Q%41.59%
3.2 Future
- EVR is expected to show a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 35.40% yearly.
- The Revenue is expected to grow by 7.67% on average over the next years.
EPS Next Y44.45%
EPS Next 2Y38.73%
EPS Next 3Y35.4%
EPS Next 5YN/A
Revenue Next Year27.06%
Revenue Next 2Y22.27%
Revenue Next 3Y19.97%
Revenue Next 5Y7.67%
3.3 Evolution
- The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
- When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.
4. Valuation
4.1 Price/Earnings Ratio
- Based on the Price/Earnings ratio of 28.61, the valuation of EVR can be described as expensive.
- Compared to the rest of the industry, the Price/Earnings ratio of EVR indicates a slightly more expensive valuation: EVR is more expensive than 72.15% of the companies listed in the same industry.
- When comparing the Price/Earnings ratio of EVR to the average of the S&P500 Index (28.60), we can say EVR is valued inline with the index average.
- With a Price/Forward Earnings ratio of 20.26, EVR is valued on the expensive side.
- EVR's Price/Forward Earnings ratio is in line with the industry average.
- The average S&P500 Price/Forward Earnings ratio is at 25.83. EVR is valued slightly cheaper when compared to this.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 28.61 | ||
| Fwd PE | 20.26 |
4.2 Price Multiples
- 71.73% of the companies in the same industry are more expensive than EVR, based on the Price/Free Cash Flow ratio.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 14.21 | ||
| EV/EBITDA | N/A |
4.3 Compensation for Growth
- The low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
- The decent profitability rating of EVR may justify a higher PE ratio.
- A more expensive valuation may be justified as EVR's earnings are expected to grow with 35.40% in the coming years.
PEG (NY)0.64
PEG (5Y)7.11
EPS Next 2Y38.73%
EPS Next 3Y35.4%
5. Dividend
5.1 Amount
- EVR has a yearly dividend return of 0.90%, which is pretty low.
- Compared to an average industry Dividend Yield of 5.87, EVR is paying slightly less dividend.
- Compared to an average S&P500 Dividend Yield of 1.82, EVR's dividend is way lower than the S&P500 average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.9% |
5.2 History
- The dividend of EVR is nicely growing with an annual growth rate of 7.85%!
- EVR has been paying a dividend for at least 10 years, so it has a reliable track record.
- EVR has not decreased their dividend for at least 10 years, which is a reliable track record.
Dividend Growth(5Y)7.85%
Div Incr Years16
Div Non Decr Years16
5.3 Sustainability
- 27.02% of the earnings are spent on dividend by EVR. This is a low number and sustainable payout ratio.
- EVR's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP27.02%
EPS Next 2Y38.73%
EPS Next 3Y35.4%
EVERCORE INC - A / EVR FAQ
What is the ChartMill fundamental rating of EVERCORE INC - A (EVR) stock?
ChartMill assigns a fundamental rating of 7 / 10 to EVR.
Can you provide the valuation status for EVERCORE INC - A?
ChartMill assigns a valuation rating of 5 / 10 to EVERCORE INC - A (EVR). This can be considered as Fairly Valued.
How profitable is EVERCORE INC - A (EVR) stock?
EVERCORE INC - A (EVR) has a profitability rating of 7 / 10.
Can you provide the expected EPS growth for EVR stock?
The Earnings per Share (EPS) of EVERCORE INC - A (EVR) is expected to grow by 44.45% in the next year.
How sustainable is the dividend of EVERCORE INC - A (EVR) stock?
The dividend rating of EVERCORE INC - A (EVR) is 5 / 10 and the dividend payout ratio is 27.02%.