EVERCORE INC - A (EVR) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:EVR - US29977A1051 - Common Stock
378.84 USD
-4.28 (-1.12%)
378.84 USD
0 (0%)
We assign a fundamental rating of 7 out of 10 to EVR. EVR was compared to 238 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 growing strongly while it is still valued neutral. This is a good combination! These ratings would make EVR suitable for growth and quality investing!
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 each of the past 5 years.
1.2 Ratios
- EVR's Return On Assets of 11.95% is amongst the best of the industry. EVR outperforms 89.08% 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 94.12% of the companies in the same industry.
- EVR has a better Return On Invested Capital (16.65%) than 92.02% 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 7.27%.
- 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
- Looking at the Profit Margin, with a value of 14.83%, EVR is in line with its industry, outperforming 47.48% of the companies in the same industry.
- In the last couple of years the Profit Margin of EVR has declined.
- 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.
- EVR's Gross Margin has been stable in the last couple of years.
| 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
- Compared to 1 year ago, EVR has an improved debt to assets ratio.
2.2 Solvency
- EVR has an Altman-Z score of 6.20. This indicates that EVR is financially healthy and has little risk of bankruptcy at the moment.
- EVR has a Altman-Z score of 6.20. This is amongst the best in the industry. EVR outperforms 89.08% of its industry peers.
- EVR has a debt to FCF ratio of 0.56. This is a very positive value and a sign of high solvency as it would only need 0.56 years to pay back of 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.
- 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 72.69% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.3 | ||
| Debt/FCF | 0.56 | ||
| Altman-Z | 6.2 |
ROIC/WACCN/A
WACCN/A
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.
- EVR's Current ratio of 2.71 is fine compared to the rest 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's Quick ratio of 2.71 is amongst the best of the industry. EVR outperforms 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.
- The Earnings Per Share has been growing slightly by 4.02% on average over the past years.
- The Revenue has grown by 27.00% in the past year. This is a very strong growth!
- 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
- Based on estimates for the next years, EVR will show a very strong growth in Earnings Per Share. The EPS will grow by 35.09% on average per year.
- The Revenue is expected to grow by 7.67% on average over the next years.
EPS Next Y44.81%
EPS Next 2Y37.98%
EPS Next 3Y35.09%
EPS Next 5YN/A
Revenue Next Year27.33%
Revenue Next 2Y21.95%
Revenue Next 3Y19.67%
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
- Based on the Price/Earnings ratio of 29.60, the valuation of EVR can be described as expensive.
- Based on the Price/Earnings ratio, EVR is valued a bit more expensive than 72.69% of the companies in the same industry.
- When comparing the Price/Earnings ratio of EVR to the average of the S&P500 Index (27.38), we can say EVR is valued inline with the index average.
- The Price/Forward Earnings ratio is 21.19, which indicates a rather expensive current valuation of EVR.
- EVR's Price/Forward Earnings is on the same level as the industry average.
- When comparing the Price/Forward Earnings ratio of EVR to the average of the S&P500 Index (24.29), we can say EVR is valued inline with the index average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 29.6 | ||
| Fwd PE | 21.19 |
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 71.43% of the companies listed in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 14.7 | ||
| 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 35.09% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.66
PEG (5Y)7.36
EPS Next 2Y37.98%
EPS Next 3Y35.09%
5. Dividend
5.1 Amount
- With a yearly dividend of 0.88%, EVR is not a good candidate for dividend investing.
- EVR's Dividend Yield is slightly below the industry average, which is at 6.10.
- With a Dividend Yield of 0.88, EVR pays less dividend than the S&P500 average, which is at 1.84.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.88% |
5.2 History
- On average, the dividend of EVR grows each year by 7.85%, which is quite nice.
- EVR has been paying a dividend for at least 10 years, so it has 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
- 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 2Y37.98%
EPS Next 3Y35.09%
378.84
-4.28 (-1.12%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)10-29 2025-10-29/bmo
Earnings (Next)02-04 2026-02-04/amc
Inst Owners93.51%
Inst Owner Change0.13%
Ins Owners4.95%
Ins Owner Change-0.41%
Market Cap15.54B
Revenue(TTM)3.56B
Net Income(TTM)528.40M
Analysts75.71
Price Target389 (2.68%)
Short Float %2.58%
Short Ratio2.61
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.88% |
Yearly Dividend3.58
Dividend Growth(5Y)7.85%
DP27.02%
Div Incr Years16
Div Non Decr Years16
Ex-DateN/A
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)9.63%
PT rev (3m)12.39%
EPS NQ rev (1m)0.1%
EPS NQ rev (3m)-1.07%
EPS NY rev (1m)-0.12%
EPS NY rev (3m)4.05%
Revenue NQ rev (1m)0.44%
Revenue NQ rev (3m)4.2%
Revenue NY rev (1m)-0.27%
Revenue NY rev (3m)4.81%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 29.6 | ||
| Fwd PE | 21.19 | ||
| P/S | 4.36 | ||
| P/FCF | 14.7 | ||
| P/OCF | 13.69 | ||
| P/B | 8.59 | ||
| P/tB | 9.25 | ||
| EV/EBITDA | N/A |
EPS(TTM)12.8
EY3.38%
EPS(NY)17.88
Fwd EY4.72%
FCF(TTM)25.77
FCFY6.8%
OCF(TTM)27.68
OCFY7.31%
SpS86.85
BVpS44.11
TBVpS40.98
PEG (NY)0.66
PEG (5Y)7.36
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 | 6.2 |
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 Y44.81%
EPS Next 2Y37.98%
EPS Next 3Y35.09%
EPS Next 5YN/A
Revenue 1Y (TTM)27%
Revenue growth 3Y-3.24%
Revenue growth 5Y8.11%
Sales Q2Q%41.59%
Revenue Next Year27.33%
Revenue Next 2Y21.95%
Revenue Next 3Y19.67%
Revenue Next 5Y7.67%
EBIT growth 1Y58.3%
EBIT growth 3Y-21.66%
EBIT growth 5Y3.54%
EBIT Next Year51.02%
EBIT Next 3Y37.25%
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.
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 44.81% in the next year.
How sustainable is the dividend of EVERCORE INC - A (EVR) stock?
The dividend rating of EVERCORE INC - A (EVR) is 5 / 10 and the dividend payout ratio is 27.02%.