EVERCORE INC - A (EVR) Stock Fundamental Analysis

NYSE:EVR • US29977A1051

305.27 USD
-22.87 (-6.97%)
At close: Feb 23, 2026
305.27 USD
0 (0%)
After Hours: 2/23/2026, 5:16:23 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

7

Taking everything into account, EVR scores 7 out of 10 in our fundamental rating. EVR was compared to 238 industry peers in the Capital Markets industry. EVR has an excellent financial health rating, but there are some minor concerns on its profitability. 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 investing!


Dividend Valuation Growth Profitability Health

6

1. Profitability

1.1 Basic Checks

  • In the past year EVR was profitable.
  • EVR had a positive operating cash flow in the past year.
  • In the past 5 years EVR has always been profitable.
  • 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 better Return On Assets (11.95%) than 87.82% of its industry peers.
  • EVR has a better Return On Equity (29.20%) than 93.70% 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

  • Looking at the Profit Margin, with a value of 14.83%, EVR is in line with its industry, outperforming 47.06% 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 of 19.52%. This is comparable to the rest of the industry: EVR outperforms 43.70% of its industry peers.
  • In the last couple of years the Operating Margin of EVR has declined.
  • With an excellent Gross Margin value of 99.08%, EVR belongs to the best of the industry, outperforming 100.00% of the companies in the same industry.
  • In the last couple of years the Gross Margin of EVR has remained more or less at the same level.
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

  • EVR has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the 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

  • An Altman-Z score of 5.72 indicates that EVR is not in any danger for bankruptcy at the moment.
  • The Altman-Z score of EVR (5.72) is better than 86.55% 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.
  • EVR has a Debt to FCF ratio of 0.56. This is amongst the best in the industry. EVR outperforms 91.18% 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.
  • Looking at the Debt to Equity ratio, with a value of 0.30, EVR is in the better half of the industry, outperforming 71.85% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 0.3
Debt/FCF 0.56
Altman-Z 5.72
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.
  • The Current ratio of EVR (2.71) is better than 81.09% 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 Quick ratio of 2.71. This is amongst the best in the industry. EVR outperforms 81.51% of its industry peers.
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.
  • Measured over the past years, EVR shows a quite strong growth in Earnings Per Share. The EPS has been growing by 8.81% on average per year.
  • The Revenue has grown by 29.49% in the past year. This is a very strong growth!
  • Measured over the past years, EVR shows a quite strong growth in Revenue. The Revenue has been growing by 11.17% on average per year.
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

  • EVR is expected to show a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 25.84% yearly.
  • Based on estimates for the next years, EVR will show a small growth in Revenue. The Revenue will grow by 6.38% on average per year.
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

  • The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
  • 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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Find the best growth stocksShow best growing peers

4

4. Valuation

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 21.02, the valuation of EVR can be described as rather expensive.
  • Based on the Price/Earnings ratio, EVR is valued a bit more expensive than 67.65% of the companies in the same industry.
  • EVR is valuated rather cheaply when we compare the Price/Earnings ratio to 26.99, which is the current average of the S&P500 Index.
  • A Price/Forward Earnings ratio of 17.03 indicates a rather expensive valuation of EVR.
  • The rest of the industry has a similar Price/Forward Earnings ratio as EVR.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 28.02, EVR is valued a bit cheaper.
Industry RankSector Rank
PE 21.02
Fwd PE 17.03
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

  • EVR's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. EVR is cheaper than 73.11% of the companies in the same industry.
Industry RankSector Rank
P/FCF 11.85
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.
  • The decent profitability rating of EVR 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)0.9
PEG (5Y)2.39
EPS Next 2Y25.84%
EPS Next 3YN/A

More info and screens

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

6

5. Dividend

5.1 Amount

  • EVR has a Yearly Dividend Yield of 1.03%. Purely for dividend investing, there may be better candidates out there.
  • EVR's Dividend Yield is slightly below the industry average, which is at 6.17.
  • With a Dividend Yield of 1.03, EVR pays less dividend than the S&P500 average, which is at 1.81.
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 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
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.
  • The dividend of EVR is growing, but earnings are growing more, so the dividend growth is 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 (2/23/2026, 5:16:23 PM)

After market: 305.27 0 (0%)

305.27

-22.87 (-6.97%)

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-0.81%
Ins Owners4.95%
Ins Owner Change-1.52%
Market Cap12.52B
Revenue(TTM)3.88B
Net Income(TTM)528.40M
Analysts77.33
Price Target397.91 (30.35%)
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)2.29%
PT rev (3m)11.58%
EPS NQ rev (1m)0.11%
EPS NQ rev (3m)-0.57%
EPS NY rev (1m)-0.79%
EPS NY rev (3m)3.67%
Revenue NQ rev (1m)0.71%
Revenue NQ rev (3m)-0.52%
Revenue NY rev (1m)7.84%
Revenue NY rev (3m)8.46%
Valuation
Industry RankSector Rank
PE 21.02
Fwd PE 17.03
P/S 3.51
P/FCF 11.85
P/OCF 11.03
P/B 6.92
P/tB 7.45
EV/EBITDA N/A
EPS(TTM)14.52
EY4.76%
EPS(NY)17.93
Fwd EY5.87%
FCF(TTM)25.77
FCFY8.44%
OCF(TTM)27.68
OCFY9.07%
SpS86.85
BVpS44.11
TBVpS40.98
PEG (NY)0.9
PEG (5Y)2.39
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 5.72
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 Year37.74%
EBIT Next 3Y18.95%
EBIT Next 5Y11.43%
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%.