EVERCORE INC - A (EVR) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:EVR - US29977A1051 - Common Stock
362 USD
-10 (-2.69%)
362 USD
0 (0%)
Overall EVR gets a fundamental rating of 7 out of 10. We evaluated EVR against 237 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 showing excellent growth while it is valued at reasonable prices. Keep and eye on this one! This makes EVR very considerable for growth and quality investing!
1. Profitability
1.1 Basic Checks
- EVR had positive earnings in the past year.
- EVR had a positive operating cash flow in the past year.
- EVR had positive earnings in each of the past 5 years.
- EVR had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
- EVR has a Return On Assets of 11.95%. This is amongst the best in the industry. EVR outperforms 89.08% of its industry peers.
- The Return On Equity of EVR (29.20%) is better than 94.12% of its industry peers.
- Looking at the Return On Invested Capital, with a value of 16.65%, EVR belongs to the top of the industry, outperforming 92.02% of the companies in the same industry.
- Measured over the past 3 years, the Average Return On Invested Capital for EVR 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 of 14.83%. This is comparable to the rest of the industry: EVR outperforms 47.48% of its industry peers.
- EVR's Profit Margin has declined in the last couple of years.
- The Operating Margin of EVR (19.52%) is comparable to the rest of the industry.
- EVR's Operating Margin has declined in the last couple of years.
- The Gross Margin of EVR (99.08%) is better 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
- An Altman-Z score of 6.04 indicates that EVR is not in any danger for bankruptcy at the moment.
- EVR has a Altman-Z score of 6.04. This is amongst the best in the industry. EVR outperforms 89.08% 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.
- With an excellent Debt to FCF ratio value of 0.56, EVR belongs to the best of the industry, outperforming 91.60% of the companies in the same industry.
- A Debt/Equity ratio of 0.30 indicates that EVR is not too dependend on debt financing.
- EVR has a Debt to Equity ratio of 0.30. This is in the better half of the industry: EVR outperforms 72.69% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.3 | ||
| Debt/FCF | 0.56 | ||
| Altman-Z | 6.04 |
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 has a Current ratio of 2.71. This is in the better half of the industry: EVR outperforms 79.83% 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 better Quick ratio (2.71) than 80.25% 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.
- EVR shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 4.02% yearly.
- 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 35.40% 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 Y44.45%
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
- 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 stable: in the next years the growth will be about the same than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
- With a Price/Earnings ratio of 28.28, 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 71.43% of the companies listed in the same industry.
- Compared to an average S&P500 Price/Earnings ratio of 27.21, EVR is valued at the same level.
- The Price/Forward Earnings ratio is 20.03, which indicates a rather expensive current valuation of EVR.
- EVR's Price/Forward Earnings ratio is in line with the industry average.
- Compared to an average S&P500 Price/Forward Earnings ratio of 25.98, EVR is valued a bit cheaper.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 28.28 | ||
| Fwd PE | 20.03 |
4.2 Price Multiples
- Compared to the rest of the industry, the Price/Free Cash Flow ratio of EVR indicates a somewhat cheap valuation: EVR is cheaper than 72.27% of the companies listed in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 14.05 | ||
| 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.
- EVR has a very decent profitability rating, which may justify a higher PE ratio.
- EVR's earnings are expected to grow with 35.40% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.64
PEG (5Y)7.03
EPS Next 2Y38.73%
EPS Next 3Y35.4%
5. Dividend
5.1 Amount
- With a yearly dividend of 0.90%, EVR is not a good candidate for dividend investing.
- 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 1.81, EVR's dividend is way lower than the S&P500 average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.9% |
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 its dividend for at least 10 years, so it has a reliable track record of non decreasing dividend.
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 2Y38.73%
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 4 / 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%.