EVERCORE INC - A (EVR) Fundamental Analysis & Valuation

NYSE:EVR • US29977A1051

286.95 USD
+1.17 (+0.41%)
At close: Mar 10, 2026
287.7 USD
+0.75 (+0.26%)
Pre-Market: 3/11/2026, 7:14:00 AM
Overview Stock Chart Technical Analysis Fundamental Analysis Forecast Earnings Financials Ownership News

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

Fundamental Rating

7

We assign a fundamental rating of 7 out of 10 to EVR. EVR was compared to 242 industry peers in the Capital Markets industry. EVR gets an excellent profitability rating and is at the same time showing great financial health properties. EVR is not priced too expensively while it is growing strongly. Keep and eye on this one! This makes EVR very considerable for growth and quality investing!


Dividend Valuation Growth Profitability Health

8

1. EVR Profitability Analysis

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.
  • In the past 5 years EVR always reported a positive cash flow from operatings.
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

  • With an excellent Return On Assets value of 11.05%, EVR belongs to the best of the industry, outperforming 86.36% of the companies in the same industry.
  • EVR's Return On Equity of 29.14% is amongst the best of the industry. EVR outperforms 93.39% of its industry peers.
  • The Return On Invested Capital of EVR (17.79%) is better than 93.80% of its industry peers.
  • EVR had an Average Return On Invested Capital over the past 3 years of 14.18%. This is significantly above the industry average of 7.06%.
  • The 3 year average ROIC (14.18%) for EVR is below the current ROIC(17.79%), indicating increased profibility in the last year.
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 has a Profit Margin (15.26%) which is comparable to the rest of the 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 20.61%. This is comparable to the rest of the industry: EVR outperforms 47.52% of 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 99.05%, 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 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

  • EVR has more shares outstanding than it did 1 year ago.
  • The number of shares outstanding for EVR has been reduced compared to 5 years ago.
  • The debt/assets ratio for EVR is higher compared to a year ago.
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

  • EVR has an Altman-Z score of 4.53. This indicates that EVR is financially healthy and has little risk of bankruptcy at the moment.
  • With an excellent Altman-Z score value of 4.53, EVR belongs to the best of the industry, outperforming 83.88% 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.
  • The Debt to FCF ratio of EVR (0.50) is better than 91.74% of its industry peers.
  • A Debt/Equity ratio of 0.27 indicates that EVR is not too dependend on debt financing.
  • Looking at the Debt to Equity ratio, with a value of 0.27, EVR is in the better half of the industry, outperforming 73.97% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 0.27
Debt/FCF 0.5
Altman-Z 4.53
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 74.79% of its industry peers.
  • A Quick Ratio of 2.16 indicates that EVR has no problem at all paying its short term obligations.
  • Looking at the Quick ratio, with a value of 2.16, EVR is in the better half of the industry, outperforming 75.21% of the companies in the same industry.
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.
  • EVR shows a strong growth in Revenue. In the last year, the Revenue has grown by 29.49%.
  • EVR shows quite a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 11.17% yearly.
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 24.79% yearly.
  • 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 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 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 19.76.
  • Compared to the rest of the industry, the Price/Earnings ratio of EVR indicates a slightly more expensive valuation: EVR is more expensive than 63.64% of the companies listed in the same industry.
  • When comparing the Price/Earnings ratio of EVR to the average of the S&P500 Index (26.25), we can say EVR is valued slightly cheaper.
  • The Price/Forward Earnings ratio is 15.46, which indicates a correct valuation of EVR.
  • The rest of the industry has a similar Price/Forward Earnings ratio as EVR.
  • The average S&P500 Price/Forward Earnings ratio is at 24.39. EVR is valued slightly cheaper when compared to this.
Industry RankSector Rank
PE 19.76
Fwd PE 15.46
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 Enterprise Value to EBITDA ratio is rather cheap when compared to the industry. EVR is cheaper than 86.78% of the companies in the same industry.
  • Based on the Price/Free Cash Flow ratio, EVR is valued a bit cheaper than 75.21% of the companies in the same industry.
Industry RankSector Rank
P/FCF 10.18
EV/EBITDA 9.92
EVR Per share dataEVR EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 20 40 60 80

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.
  • 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)0.71
PEG (5Y)2.24
EPS Next 2Y27.61%
EPS Next 3Y24.79%

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6

5. EVR Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 1.11%, EVR has a reasonable but not impressive dividend return.
  • EVR's Dividend Yield is slightly below the industry average, which is at 6.64.
  • Compared to the average S&P500 Dividend Yield of 1.82, EVR is paying slightly less dividend.
Industry RankSector Rank
Dividend Yield 1.11%

5.2 History

  • On average, the dividend of EVR grows each year by 7.18%, 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)7.18%
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

  • 24.40% 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.
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 (3/10/2026, 8:21:16 PM)

Premarket: 287.7 +0.75 (+0.26%)

286.95

+1.17 (+0.41%)

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 Change1.18%
Market Cap12.04B
Revenue(TTM)3.88B
Net Income(TTM)591.92M
Analysts77.33
Price Target412.65 (43.81%)
Short Float %1.69%
Short Ratio1.35
Dividend
Industry RankSector Rank
Dividend Yield 1.11%
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)-1.15%
EPS NQ rev (3m)3.23%
EPS NY rev (1m)3.51%
EPS NY rev (3m)3.43%
Revenue NQ rev (1m)6.52%
Revenue NQ rev (3m)5.55%
Revenue NY rev (1m)7.13%
Revenue NY rev (3m)8.46%
Valuation
Industry RankSector Rank
PE 19.76
Fwd PE 15.46
P/S 3.1
P/FCF 10.18
P/OCF 9.58
P/B 5.93
P/tB 6.8
EV/EBITDA 9.92
EPS(TTM)14.52
EY5.06%
EPS(NY)18.56
Fwd EY6.47%
FCF(TTM)28.19
FCFY9.82%
OCF(TTM)29.95
OCFY10.44%
SpS92.49
BVpS48.43
TBVpS42.21
PEG (NY)0.71
PEG (5Y)2.24
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 4.53
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 Year26.68%
Revenue Next 2Y19.84%
Revenue Next 3Y13.58%
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 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%.