EVERCORE INC - A (EVR) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:EVR - US29977A1051 - Common Stock
337.03 USD
-7.64 (-2.22%)
337.03 USD
0 (0%)
Taking everything into account, EVR scores 7 out of 10 in our fundamental rating. 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 priced too expensively while it is growing strongly. Keep and eye on this one! This makes EVR very considerable for growth and quality investing!
1. Profitability
1.1 Basic Checks
In the past year EVR was profitable.
EVR had a positive operating cash flow in the past year.
Each year in the past 5 years EVR has been profitable.
EVR had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
The Return On Assets of EVR (11.95%) is better than 93.25% of its industry peers.
EVR's Return On Equity of 29.20% is amongst the best of the industry. EVR outperforms 94.51% of its industry peers.
EVR has a better Return On Invested Capital (16.65%) than 92.41% 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 7.00%.
The 3 year average ROIC (15.25%) for EVR is below the current ROIC(16.65%), indicating increased profibility in the last year.
| 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
With a Profit Margin value of 14.83%, EVR perfoms like the industry average, outperforming 49.37% of the companies in the same industry.
EVR's Profit Margin has declined in the last couple of years.
EVR has a Operating Margin of 19.52%. This is comparable to the rest of the industry: EVR outperforms 45.57% of its industry peers.
In the last couple of years the Operating Margin of EVR has declined.
With an excellent Gross Margin value of 99.08%, EVR belongs to the best of the industry, outperforming 100.00% 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 | 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
Compared to 1 year ago, EVR has more shares outstanding
The number of shares outstanding for EVR has been reduced compared to 5 years ago.
EVR has a better debt/assets ratio than last year.
2.2 Solvency
An Altman-Z score of 5.80 indicates that EVR is not in any danger for bankruptcy at the moment.
EVR has a better Altman-Z score (5.80) than 88.19% of its industry peers.
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.
EVR has a Debt to FCF ratio of 0.56. This is amongst the best in the industry. EVR outperforms 91.56% of its industry peers.
EVR has a Debt/Equity ratio of 0.30. This is a healthy value indicating a solid balance between debt and equity.
With a decent Debt to Equity ratio value of 0.30, EVR is doing good in the industry, outperforming 71.73% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.3 | ||
| Debt/FCF | 0.56 | ||
| Altman-Z | 5.8 |
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 79.32% of its industry peers.
EVR has a Quick Ratio of 2.71. This indicates that EVR is financially healthy and has no problem in meeting its short term obligations.
EVR has a Quick ratio of 2.71. This is in the better half of the industry: EVR outperforms 79.75% of its industry peers.
| 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.
The Revenue has grown by 27.00% in the past year. This is a very strong growth!
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 34.72% yearly.
Based on estimates for the next years, EVR will show a small growth in Revenue. The Revenue will grow by 7.67% on average per year.
EPS Next Y44.99%
EPS Next 2Y38.23%
EPS Next 3Y34.72%
EPS Next 5YN/A
Revenue Next Year27.67%
Revenue Next 2Y21.92%
Revenue Next 3Y19.83%
Revenue Next 5Y7.67%
3.3 Evolution
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.
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
EVR is valuated quite expensively with a Price/Earnings ratio of 26.33.
EVR's Price/Earnings ratio is a bit more expensive when compared to the industry. EVR is more expensive than 67.09% of the companies in the same industry.
When comparing the Price/Earnings ratio of EVR to the average of the S&P500 Index (26.56), we can say EVR is valued inline with the index average.
EVR is valuated rather expensively with a Price/Forward Earnings ratio of 18.78.
Compared to the rest of the industry, the Price/Forward Earnings ratio of EVR is on the same level as its industry peers.
EVR's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 23.79.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 26.33 | ||
| Fwd PE | 18.78 |
4.2 Price Multiples
Based on the Price/Free Cash Flow ratio, EVR is valued a bit cheaper than the industry average as 66.67% of the companies are valued more expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 13.08 | ||
| 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 34.72% in the coming years.
PEG (NY)0.59
PEG (5Y)6.55
EPS Next 2Y38.23%
EPS Next 3Y34.72%
5. Dividend
5.1 Amount
EVR has a yearly dividend return of 0.97%, which is pretty low.
Compared to an average industry Dividend Yield of 6.13, EVR is paying slightly less dividend.
Compared to an average S&P500 Dividend Yield of 1.87, EVR's dividend is way lower than the S&P500 average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.97% |
5.2 History
On average, the dividend of EVR grows each year by 7.85%, which is quite nice.
EVR has paid a dividend for at least 10 years, which is 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
EVR pays out 27.02% of its income as dividend. This is a sustainable payout ratio.
The dividend of EVR is growing, but earnings are growing more, so the dividend growth is sustainable.
DP27.02%
EPS Next 2Y38.23%
EPS Next 3Y34.72%
337.03
-7.64 (-2.22%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners93.38%
Inst Owner Change-1.94%
Ins Owners4.95%
Ins Owner Change-0.41%
Market Cap13.82B
Revenue(TTM)3.56B
Net Income(TTM)528.40M
Analysts77.14
Price Target354.83 (5.28%)
Short Float %2.45%
Short Ratio2.25
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.97% |
Yearly Dividend3.58
Dividend Growth(5Y)7.85%
DP27.02%
Div Incr Years16
Div Non Decr Years16
Ex-Date
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)20.19%
Min EPS beat(2)5.92%
Max EPS beat(2)34.46%
EPS beat(4)4
Avg EPS beat(4)40.17%
Min EPS beat(4)5.92%
Max EPS beat(4)101.67%
EPS beat(8)8
Avg EPS beat(8)24.3%
EPS beat(12)11
Avg EPS beat(12)17.67%
EPS beat(16)15
Avg EPS beat(16)25.74%
Revenue beat(2)2
Avg Revenue beat(2)16.52%
Min Revenue beat(2)14.15%
Max Revenue beat(2)18.89%
Revenue beat(4)4
Avg Revenue beat(4)12.21%
Min Revenue beat(4)6.13%
Max Revenue beat(4)18.89%
Revenue beat(8)7
Avg Revenue beat(8)8.07%
Revenue beat(12)9
Avg Revenue beat(12)7.12%
Revenue beat(16)13
Avg Revenue beat(16)10.74%
PT rev (1m)-1.21%
PT rev (3m)2.52%
EPS NQ rev (1m)0%
EPS NQ rev (3m)-0.93%
EPS NY rev (1m)1.48%
EPS NY rev (3m)5.2%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)5.83%
Revenue NY rev (1m)0.54%
Revenue NY rev (3m)6.04%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 26.33 | ||
| Fwd PE | 18.78 | ||
| P/S | 3.88 | ||
| P/FCF | 13.08 | ||
| P/OCF | 12.18 | ||
| P/B | 7.64 | ||
| P/tB | 8.22 | ||
| EV/EBITDA | N/A |
EPS(TTM)12.8
EY3.8%
EPS(NY)17.94
Fwd EY5.32%
FCF(TTM)25.77
FCFY7.64%
OCF(TTM)27.68
OCFY8.21%
SpS86.85
BVpS44.11
TBVpS40.98
PEG (NY)0.59
PEG (5Y)6.55
Graham Number112.71
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 11.95% | ||
| ROE | 29.2% | ||
| ROCE | 21.31% | ||
| ROIC | 16.65% | ||
| ROICexc | 64.17% | ||
| ROICexgc | 75.65% | ||
| OM | 19.52% | ||
| PM (TTM) | 14.83% | ||
| GM | 99.08% | ||
| FCFM | 29.67% |
ROA(3y)9.71%
ROA(5y)11.8%
ROE(3y)23.12%
ROE(5y)30.78%
ROIC(3y)15.25%
ROIC(5y)19.97%
ROICexc(3y)77.75%
ROICexc(5y)190%
ROICexgc(3y)102.49%
ROICexgc(5y)1334.84%
ROCE(3y)19.51%
ROCE(5y)25.55%
ROICexgc growth 3Y-74.94%
ROICexgc growth 5Y8.96%
ROICexc growth 3Y-50.1%
ROICexc growth 5Y8.11%
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%
F-Score7
Asset Turnover0.81
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.3 | ||
| Debt/FCF | 0.56 | ||
| Debt/EBITDA | N/A | ||
| Cap/Depr | N/A | ||
| Cap/Sales | 2.2% | ||
| Interest Coverage | 41.7 | ||
| Cash Conversion | N/A | ||
| Profit Quality | 200.02% | ||
| Current Ratio | 2.71 | ||
| Quick Ratio | 2.71 | ||
| Altman-Z | 5.8 |
F-Score7
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)0.89%
Cap/Sales(5y)1.17%
Profit Quality(3y)177.11%
Profit Quality(5y)195.7%
High Growth Momentum
Growth
EPS 1Y (TTM)60%
EPS 3Y-18.85%
EPS 5Y4.02%
EPS Q2Q%70.59%
EPS Next Y44.99%
EPS Next 2Y38.23%
EPS Next 3Y34.72%
EPS Next 5YN/A
Revenue 1Y (TTM)27%
Revenue growth 3Y-3.24%
Revenue growth 5Y8.11%
Sales Q2Q%41.59%
Revenue Next Year27.67%
Revenue Next 2Y21.92%
Revenue Next 3Y19.83%
Revenue Next 5Y7.67%
EBIT growth 1Y58.3%
EBIT growth 3Y-21.66%
EBIT growth 5Y3.54%
EBIT Next Year49.29%
EBIT Next 3Y37.05%
EBIT Next 5Y12.31%
FCF growth 1Y168.35%
FCF growth 3Y-10.95%
FCF growth 5Y17.17%
OCF growth 1Y172.58%
OCF growth 3Y-10.64%
OCF growth 5Y14.38%
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.
What is the valuation status of EVERCORE INC - A (EVR) stock?
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 PE and PB ratios for EVR stock?
The Price/Earnings (PE) ratio for EVERCORE INC - A (EVR) is 26.33 and the Price/Book (PB) ratio is 7.64.
Can you provide the dividend sustainability for EVR stock?
The dividend rating of EVERCORE INC - A (EVR) is 5 / 10 and the dividend payout ratio is 27.02%.