EVERCORE INC - A (EVR) Stock Fundamental Analysis

NYSE:EVR • US29977A1051

314.48 USD
+5.64 (+1.83%)
At close: Mar 2, 2026
314.48 USD
0 (0%)
After Hours: 3/2/2026, 8:16:13 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

7

Overall EVR gets a fundamental rating of 7 out of 10. We evaluated EVR against 238 industry peers in the Capital Markets industry. While EVR has a great health rating, its profitability is only average at the moment. EVR is growing strongly while it is still valued neutral. This is a good combination! With these ratings, EVR could be worth investigating further for growth investing!.


Dividend Valuation Growth Profitability Health

6

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.
  • EVR had positive earnings in each of the past 5 years.
  • EVR had a positive operating cash flow in 4 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

  • EVR has a Return On Assets of 11.95%. This is amongst the best in the industry. EVR outperforms 87.39% of its industry peers.
  • The Return On Equity of EVR (29.20%) is better than 93.28% of its industry peers.
  • EVR's Return On Invested Capital of 16.95% is amongst the best of the industry. EVR outperforms 92.02% of its industry peers.
Industry RankSector Rank
ROA 11.95%
ROE 29.2%
ROIC 16.95%
ROA(3y)N/A
ROA(5y)N/A
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
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

  • With a Profit Margin value of 14.83%, EVR perfoms like the industry average, outperforming 48.32% of the companies in the same industry.
  • In the last couple of years the Profit Margin of EVR has remained more or less at the same level.
  • EVR has a Operating Margin (19.52%) which is in line with its industry peers.
  • In the last couple of years the Operating Margin of EVR has declined.
  • Looking at the Gross Margin, with a value of 99.08%, EVR belongs to the top of the industry, outperforming 100.00% of the companies in the same industry.
  • EVR's Gross Margin has been stable in the last couple of years.
Industry RankSector Rank
OM 19.52%
PM (TTM) 14.83%
GM 99.08%
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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ROAROEROICOperating and Profit MarginShow most profitable peers

8

2. Health

2.1 Basic Checks

  • There is no outstanding debt for EVR. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
EVR Yearly Shares OutstandingEVR Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 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 1B 2B 3B 4B

2.2 Solvency

  • EVR has an Altman-Z score of 5.54. 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 5.54, EVR belongs to the top of the industry, outperforming 86.13% 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 91.18% 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.
  • EVR's Debt to Equity ratio of 0.30 is fine compared to the rest of the industry. EVR outperforms 71.85% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.3
Debt/FCF 0.56
Altman-Z 5.54
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 500M 1B 1.5B

2.3 Liquidity

  • EVR has a Current Ratio of 2.71. This indicates that EVR is financially healthy and has no problem in meeting its short term obligations.
  • With an excellent Current ratio value of 2.71, EVR belongs to the best of the industry, outperforming 80.25% of the companies in the same industry.
  • 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.
  • Looking at the Quick ratio, with a value of 2.71, EVR belongs to the top of the industry, outperforming 80.25% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 2.71
Quick Ratio 2.71
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 500M 1B 1.5B 2B 2.5B

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

7

3. Growth

3.1 Past

  • The Earnings Per Share has grown by an impressive 54.63% over the past year.
  • EVR shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 8.81% yearly.
  • 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 25.84% 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 Y23.48%
EPS Next 2Y25.84%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next Year26.68%
Revenue Next 2Y19.84%
Revenue Next 3Y13.58%
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 5 10 15 20

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4

4. Valuation

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 21.66, the valuation of EVR can be described as rather 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 65.55% of the companies listed in the same industry.
  • When comparing the Price/Earnings ratio of EVR to the average of the S&P500 Index (27.13), we can say EVR is valued slightly cheaper.
  • A Price/Forward Earnings ratio of 17.54 indicates a rather expensive valuation of EVR.
  • EVR's Price/Forward Earnings ratio is in line with the industry average.
  • EVR's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 28.11.
Industry RankSector Rank
PE 21.66
Fwd PE 17.54
EVR Price Earnings VS Forward Price EarningsEVR Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40

4.2 Price Multiples

  • 73.95% 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 12.21
EV/EBITDA N/A
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.
  • EVR has a very decent profitability rating, which may justify a higher PE ratio.
  • EVR's earnings are expected to grow with 25.84% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.92
PEG (5Y)2.46
EPS Next 2Y25.84%
EPS Next 3YN/A

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

6

5. Dividend

5.1 Amount

  • With a Yearly Dividend Yield of 1.03%, EVR has a reasonable but not impressive dividend return.
  • EVR's Dividend Yield is slightly below the industry average, which is at 6.45.
  • Compared to an average S&P500 Dividend Yield of 1.82, EVR's dividend is way lower than the S&P500 average.
Industry RankSector Rank
Dividend Yield 1.03%

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
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 27.02% of its income as dividend. This is a sustainable payout ratio.
  • EVR's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP27.02%
EPS Next 2Y25.84%
EPS Next 3YN/A
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

More info and screens

Find the best dividend stocksShow peers with best dividend

EVERCORE INC - A

NYSE:EVR (3/2/2026, 8:16:13 PM)

After market: 314.48 0 (0%)

314.48

+5.64 (+1.83%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-04
Earnings (Next)04-28
Inst Owners93.51%
Inst Owner Change-0.77%
Ins Owners4.95%
Ins Owner Change1.17%
Market Cap12.90B
Revenue(TTM)3.88B
Net Income(TTM)528.40M
Analysts77.33
Price Target412.65 (31.22%)
Short Float %1.53%
Short Ratio1.37
Dividend
Industry RankSector Rank
Dividend Yield 1.03%
Yearly Dividend3.58
Dividend Growth(5Y)7.85%
DP27.02%
Div Incr Years16
Div Non Decr Years16
Ex-Date02-27
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)6.08%
PT rev (3m)15.71%
EPS NQ rev (1m)-0.15%
EPS NQ rev (3m)-0.6%
EPS NY rev (1m)-0.79%
EPS NY rev (3m)3.67%
Revenue NQ rev (1m)-0.09%
Revenue NQ rev (3m)-0.61%
Revenue NY rev (1m)7.84%
Revenue NY rev (3m)8.46%
Valuation
Industry RankSector Rank
PE 21.66
Fwd PE 17.54
P/S 3.62
P/FCF 12.21
P/OCF 11.36
P/B 7.13
P/tB 7.67
EV/EBITDA N/A
EPS(TTM)14.52
EY4.62%
EPS(NY)17.93
Fwd EY5.7%
FCF(TTM)25.77
FCFY8.19%
OCF(TTM)27.68
OCFY8.8%
SpS86.85
BVpS44.11
TBVpS40.98
PEG (NY)0.92
PEG (5Y)2.46
Graham Number120.05
Profitability
Industry RankSector Rank
ROA 11.95%
ROE 29.2%
ROCE 21.31%
ROIC 16.95%
ROICexc 65.29%
ROICexgc 76.98%
OM 19.52%
PM (TTM) 14.83%
GM 99.08%
FCFM 29.67%
ROA(3y)N/A
ROA(5y)N/A
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)N/A
ROCE(5y)N/A
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
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-Score8
Asset Turnover0.81
Health
Industry RankSector 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 5.54
F-Score8
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)N/A
Cap/Sales(5y)N/A
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)54.63%
EPS 3Y6.71%
EPS 5Y8.81%
EPS Q2Q%50.44%
EPS Next Y23.48%
EPS Next 2Y25.84%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)29.49%
Revenue growth 3Y11.77%
Revenue growth 5Y11.17%
Sales Q2Q%32.39%
Revenue Next Year26.68%
Revenue Next 2Y19.84%
Revenue Next 3Y13.58%
Revenue Next 5Y6.38%
EBIT growth 1Y58.3%
EBIT growth 3Y4.58%
EBIT growth 5Y6.87%
EBIT Next Year51.93%
EBIT Next 3Y24%
EBIT Next 5Y11.38%
FCF growth 1Y51.17%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y58.26%
OCF growth 3YN/A
OCF growth 5YN/A

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 6 / 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 23.48% 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 27.02%.