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%)
We assign a fundamental rating of 7 out of 10 to EVR. EVR was compared to 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! With these ratings, EVR could be worth investigating further 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.
EVR had positive earnings in each of the past 5 years.
In the past 5 years EVR always reported a positive cash flow from operatings.
1.2 Ratios
EVR has a better Return On Assets (11.95%) than 93.25% of its industry peers.
Looking at the Return On Equity, with a value of 29.20%, EVR belongs to the top of the industry, outperforming 94.51% of the companies in the same industry.
Looking at the Return On Invested Capital, with a value of 16.65%, EVR belongs to the top of the industry, outperforming 92.41% of the companies in the same industry.
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 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
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 (19.52%) which is comparable to the rest of the industry.
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
Compared to 1 year ago, EVR has more shares outstanding
EVR has less shares outstanding than it did 5 years ago.
EVR has a better debt/assets ratio than last year.
2.2 Solvency
EVR has an Altman-Z score of 5.87. This indicates that EVR is financially healthy and has little risk of bankruptcy at the moment.
EVR's Altman-Z score of 5.87 is amongst the best of the industry. EVR outperforms 88.61% 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.
EVR has a Debt to Equity ratio of 0.30. This is in the better half of the industry: EVR outperforms 71.73% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.3 | ||
| Debt/FCF | 0.56 | ||
| Altman-Z | 5.87 |
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 better Current ratio (2.71) than 79.32% of its industry peers.
A Quick Ratio of 2.71 indicates that EVR has no problem at all paying its short term obligations.
EVR has a better Quick ratio (2.71) than 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.
Looking at the last year, EVR shows a very strong growth in Revenue. The Revenue has grown by 27.00%.
EVR shows quite a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 8.11% yearly.
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.
The Revenue is expected to grow by 7.67% on average over the next years.
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
The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
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
The Price/Earnings ratio is 26.33, which means the current valuation is very expensive for EVR.
EVR's Price/Earnings ratio is a bit more expensive when compared to the industry. EVR is more expensive than 67.93% of the companies in the same industry.
The average S&P500 Price/Earnings ratio is at 26.76. EVR is around the same levels.
Based on the Price/Forward Earnings ratio of 18.78, the valuation of EVR can be described as rather expensive.
EVR's Price/Forward Earnings is on the same level as the industry average.
EVR is valuated rather cheaply when we compare the Price/Forward Earnings ratio to 23.96, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 26.33 | ||
| Fwd PE | 18.78 |
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 66.24% of the companies listed in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 13.08 | ||
| EV/EBITDA | N/A |
4.3 Compensation for Growth
EVR's 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.
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 Yield of 1.02%. Purely for dividend investing, there may be better candidates out there.
EVR's Dividend Yield is slightly below the industry average, which is at 8.31.
With a Dividend Yield of 1.02, EVR pays less dividend than the S&P500 average, which is at 2.31.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.02% |
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
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 2Y38.23%
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-0.23%
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 | 1.02% |
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)6.82%
EPS NQ rev (1m)0%
EPS NQ rev (3m)-0.97%
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)6.62%
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 | 5.87 |
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 6 / 10 and the dividend payout ratio is 27.02%.