EVERCORE INC - A (EVR) Fundamental Analysis & Valuation

NYSE:EVR • US29977A1051

Current stock price

279.05 USD
-5.7 (-2%)
At close:
279.05 USD
0 (0%)
After Hours:

This EVR fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

8

1. EVR Profitability Analysis

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.
  • EVR had a positive operating cash flow in each of the past 5 years.
EVR Yearly Net Income VS EBIT VS OCF VS FCFEVR Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M 800M 1B

1.2 Ratios

  • The Return On Assets of EVR (11.05%) is better than 86.19% of its industry peers.
  • EVR's Return On Equity of 29.14% is amongst the best of the industry. EVR outperforms 93.72% of its industry peers.
  • With an excellent Return On Invested Capital value of 17.79%, EVR belongs to the best of the industry, outperforming 92.89% 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 7.28%.
  • The last Return On Invested Capital (17.79%) for EVR is above the 3 year average (14.18%), which is a sign of increasing profitability.
Industry RankSector Rank
ROA 11.05%
ROE 29.14%
ROIC 17.79%
ROA(3y)9%
ROA(5y)11.93%
ROE(3y)22.5%
ROE(5y)30.91%
ROIC(3y)14.18%
ROIC(5y)19.92%
EVR Yearly ROA, ROE, ROICEVR Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10 20 30 40 50

1.3 Margins

  • EVR's Profit Margin of 15.26% is in line compared to the rest of the industry. EVR outperforms 48.95% of its industry peers.
  • EVR's Profit Margin has been stable in the last couple of years.
  • With a Operating Margin value of 20.61%, EVR perfoms like the industry average, outperforming 46.86% of the companies in the same industry.
  • In the last couple of years the Operating Margin of EVR has declined.
  • The Gross Margin of EVR (99.05%) 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 RankSector Rank
OM 20.61%
PM (TTM) 15.26%
GM 99.05%
OM growth 3Y-6.43%
OM growth 5Y-3.86%
PM growth 3Y-3.82%
PM growth 5Y-0.11%
GM growth 3Y0.01%
GM growth 5Y0%
EVR Yearly Profit, Operating, Gross MarginsEVR Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20 40 60 80

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8

2. EVR Health Analysis

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
  • Compared to 1 year ago, EVR has a worse debt to assets ratio.
EVR Yearly Shares OutstandingEVR Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10M 20M 30M 40M
EVR Yearly Total Debt VS Total AssetsEVR Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1B 2B 3B 4B 5B

2.2 Solvency

  • An Altman-Z score of 4.51 indicates that EVR is not in any danger for bankruptcy at the moment.
  • With an excellent Altman-Z score value of 4.51, EVR belongs to the best of the industry, outperforming 83.68% of the companies in the same industry.
  • EVR has a debt to FCF ratio of 0.50. This is a very positive value and a sign of high solvency as it would only need 0.50 years to pay back of all of its debts.
  • EVR has a better Debt to FCF ratio (0.50) than 91.21% of its industry peers.
  • A Debt/Equity ratio of 0.27 indicates that EVR is not too dependend on debt financing.
  • EVR has a better Debt to Equity ratio (0.27) than 74.06% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.27
Debt/FCF 0.5
Altman-Z 4.51
ROIC/WACCN/A
WACCN/A
EVR Yearly LT Debt VS Equity VS FCFEVR Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 500M 1B 1.5B 2B

2.3 Liquidity

  • EVR has a Current Ratio of 2.16. This indicates that EVR is financially healthy and has no problem in meeting its short term obligations.
  • EVR's Current ratio of 2.16 is fine compared to the rest of the industry. EVR outperforms 75.73% of its industry peers.
  • EVR has a Quick Ratio of 2.16. This indicates that EVR is financially healthy and has no problem in meeting its short term obligations.
  • EVR has a better Quick ratio (2.16) than 75.73% of its industry peers.
Industry RankSector Rank
Current Ratio 2.16
Quick Ratio 2.16
EVR Yearly Current Assets VS Current LiabilitesEVR Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1B 2B 3B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

7

3. EVR Growth Analysis

3.1 Past

  • EVR shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 54.63%, which is quite impressive.
  • The Earnings Per Share has been growing by 8.81% on average over the past years. This is quite good.
  • Looking at the last year, EVR shows a very strong growth in Revenue. The Revenue has grown by 29.49%.
  • The Revenue has been growing by 11.17% on average over the past years. This is quite good.
EPS 1Y (TTM)54.63%
EPS 3Y6.71%
EPS 5Y8.81%
EPS Q2Q%50.44%
Revenue 1Y (TTM)29.49%
Revenue growth 3Y11.77%
Revenue growth 5Y11.17%
Sales Q2Q%32.39%

3.2 Future

  • Based on estimates for the next years, EVR will show a very strong growth in Earnings Per Share. The EPS will grow by 24.79% on average per year.
  • EVR is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 6.38% yearly.
EPS Next Y27.81%
EPS Next 2Y27.61%
EPS Next 3Y24.79%
EPS Next 5YN/A
Revenue Next Year25.77%
Revenue Next 2Y19.42%
Revenue Next 3Y12.88%
Revenue Next 5Y6.38%

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 decreasing.
EVR Yearly Revenue VS EstimatesEVR Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 1B 2B 3B 4B 5B
EVR Yearly EPS VS EstimatesEVR Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 5 10 15 20 25

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6

4. EVR Valuation Analysis

4.1 Price/Earnings Ratio

  • EVR is valuated rather expensively with a Price/Earnings ratio of 19.22.
  • Based on the Price/Earnings ratio, EVR is valued a bit more expensive than 64.02% of the companies in the same industry.
  • EVR is valuated rather cheaply when we compare the Price/Earnings ratio to 24.88, which is the current average of the S&P500 Index.
  • EVR is valuated correctly with a Price/Forward Earnings ratio of 15.04.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of EVR is on the same level as its industry peers.
  • The average S&P500 Price/Forward Earnings ratio is at 22.19. EVR is valued slightly cheaper when compared to this.
Industry RankSector Rank
PE 19.22
Fwd PE 15.04
EVR Price Earnings VS Forward Price EarningsEVR Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

  • Based on the Enterprise Value to EBITDA ratio, EVR is valued cheaper than 86.19% of the companies in the same industry.
  • 75.31% of the companies in the same industry are more expensive than EVR, based on the Price/Free Cash Flow ratio.
Industry RankSector Rank
P/FCF 9.9
EV/EBITDA 9.81
EVR Per share dataEVR EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 20 40 60 80

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 excellent 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 24.79% in the coming years.
PEG (NY)0.69
PEG (5Y)2.18
EPS Next 2Y27.61%
EPS Next 3Y24.79%

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

6

5. EVR Dividend Analysis

5.1 Amount

  • EVR has a Yearly Dividend Yield of 1.18%.
  • The stock price of EVR dropped by -20.76% in the last 3 months. With lower prices the dividend yield is higher, but it may be a sign investors do not trust the long term dividend.
  • Compared to an average industry Dividend Yield of 6.76, EVR is paying slightly less dividend.
  • EVR's Dividend Yield is slightly below the S&P500 average, which is at 1.89.
Industry RankSector Rank
Dividend Yield 1.18%

5.2 History

  • On average, the dividend of EVR grows each year by 7.18%, 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)7.18%
Div Incr Years16
Div Non Decr Years16
EVR Yearly Dividends per shareEVR Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 1 2 3

5.3 Sustainability

  • EVR pays out 24.40% 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.
DP24.4%
EPS Next 2Y27.61%
EPS Next 3Y24.79%
EVR Yearly Income VS Free CF VS DividendEVR Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M 800M 1B
EVR Dividend Payout.EVR Dividend Payout, showing the Payout Ratio.EVR Dividend Payout.PayoutRetained Earnings

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EVR Fundamentals: All Metrics, Ratios and Statistics

EVERCORE INC - A

NYSE:EVR (3/27/2026, 8:14:20 PM)

After market: 279.05 0 (0%)

279.05

-5.7 (-2%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-04
Earnings (Next)04-28
Inst Owners89.2%
Inst Owner Change-0.79%
Ins Owners4.94%
Ins Owner Change1.23%
Market Cap11.71B
Revenue(TTM)3.88B
Net Income(TTM)591.92M
Analysts77.33
Price Target397.46 (42.43%)
Short Float %1.97%
Short Ratio1.32
Dividend
Industry RankSector Rank
Dividend Yield 1.18%
Yearly Dividend3.77
Dividend Growth(5Y)7.18%
DP24.4%
Div Incr Years16
Div Non Decr Years16
Ex-Date02-27
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)15.8%
Min EPS beat(2)5.92%
Max EPS beat(2)25.67%
EPS beat(4)4
Avg EPS beat(4)41.93%
Min EPS beat(4)5.92%
Max EPS beat(4)101.67%
EPS beat(8)8
Avg EPS beat(8)25.05%
EPS beat(12)11
Avg EPS beat(12)16.98%
EPS beat(16)15
Avg EPS beat(16)23.88%
Revenue beat(2)2
Avg Revenue beat(2)14.11%
Min Revenue beat(2)14.07%
Max Revenue beat(2)14.15%
Revenue beat(4)4
Avg Revenue beat(4)13.31%
Min Revenue beat(4)6.13%
Max Revenue beat(4)18.89%
Revenue beat(8)7
Avg Revenue beat(8)8.68%
Revenue beat(12)9
Avg Revenue beat(12)6.56%
Revenue beat(16)13
Avg Revenue beat(16)10.1%
PT rev (1m)3.7%
PT rev (3m)16.29%
EPS NQ rev (1m)1.48%
EPS NQ rev (3m)6.21%
EPS NY rev (1m)3.51%
EPS NY rev (3m)3.43%
Revenue NQ rev (1m)3.53%
Revenue NQ rev (3m)10.78%
Revenue NY rev (1m)-0.72%
Revenue NY rev (3m)7.68%
Valuation
Industry RankSector Rank
PE 19.22
Fwd PE 15.04
P/S 3.02
P/FCF 9.9
P/OCF 9.32
P/B 5.76
P/tB 6.61
EV/EBITDA 9.81
EPS(TTM)14.52
EY5.2%
EPS(NY)18.56
Fwd EY6.65%
FCF(TTM)28.19
FCFY10.1%
OCF(TTM)29.95
OCFY10.73%
SpS92.49
BVpS48.43
TBVpS42.21
PEG (NY)0.69
PEG (5Y)2.18
Graham Number125.78
Profitability
Industry RankSector Rank
ROA 11.05%
ROE 29.14%
ROCE 22.37%
ROIC 17.79%
ROICexc 111.99%
ROICexgc 207.1%
OM 20.61%
PM (TTM) 15.26%
GM 99.05%
FCFM 30.48%
ROA(3y)9%
ROA(5y)11.93%
ROE(3y)22.5%
ROE(5y)30.91%
ROIC(3y)14.18%
ROIC(5y)19.92%
ROICexc(3y)75.64%
ROICexc(5y)193.82%
ROICexgc(3y)117.32%
ROICexgc(5y)1367.83%
ROCE(3y)17.83%
ROCE(5y)25.05%
ROICexgc growth 3Y7.22%
ROICexgc growth 5Y5.42%
ROICexc growth 3Y-2.92%
ROICexc growth 5Y0.45%
OM growth 3Y-6.43%
OM growth 5Y-3.86%
PM growth 3Y-3.82%
PM growth 5Y-0.11%
GM growth 3Y0.01%
GM growth 5Y0%
F-Score7
Asset Turnover0.72
Health
Industry RankSector Rank
Debt/Equity 0.27
Debt/FCF 0.5
Debt/EBITDA 0.67
Cap/Depr 702.31%
Cap/Sales 1.91%
Interest Coverage 40.2
Cash Conversion 155.06%
Profit Quality 199.77%
Current Ratio 2.16
Quick Ratio 2.16
Altman-Z 4.51
F-Score7
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)1.24%
Cap/Sales(5y)1.08%
Profit Quality(3y)208.15%
Profit Quality(5y)182.89%
High Growth Momentum
Growth
EPS 1Y (TTM)54.63%
EPS 3Y6.71%
EPS 5Y8.81%
EPS Q2Q%50.44%
EPS Next Y27.81%
EPS Next 2Y27.61%
EPS Next 3Y24.79%
EPS Next 5YN/A
Revenue 1Y (TTM)29.49%
Revenue growth 3Y11.77%
Revenue growth 5Y11.17%
Sales Q2Q%32.39%
Revenue Next Year25.77%
Revenue Next 2Y19.42%
Revenue Next 3Y12.88%
Revenue Next 5Y6.38%
EBIT growth 1Y49.71%
EBIT growth 3Y4.58%
EBIT growth 5Y6.87%
EBIT Next Year51.93%
EBIT Next 3Y24%
EBIT Next 5Y11.38%
FCF growth 1Y23.42%
FCF growth 3Y32.51%
FCF growth 5Y5.03%
OCF growth 1Y27.15%
OCF growth 3Y33.22%
OCF growth 5Y5.13%

EVERCORE INC - A / EVR Fundamental Analysis 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 6 / 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 8 / 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 27.81% in the next year.


How sustainable is the dividend of EVERCORE INC - A (EVR) stock?

The dividend rating of EVERCORE INC - A (EVR) is 6 / 10 and the dividend payout ratio is 24.4%.