EVERCORE INC - A (EVR) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:EVR - US29977A1051 - Common Stock
347.19 USD
-4.99 (-1.42%)
347.19 USD
0 (0%)
Taking everything into account, EVR scores 7 out of 10 in our fundamental rating. EVR was compared to 235 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.
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.
1.2 Ratios
EVR has a better Return On Assets (11.95%) than 93.19% of its industry peers.
The Return On Equity of EVR (29.20%) is better than 94.47% of its industry peers.
With an excellent Return On Invested Capital value of 16.65%, EVR belongs to the best of the industry, outperforming 92.34% 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 7.07%.
The 3 year average ROIC (15.25%) for EVR is below the current ROIC(16.65%), indicating increased profibility in the last year.
| 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
EVR's Profit Margin of 14.83% is in line compared to the rest of the industry. EVR outperforms 50.64% of its industry peers.
EVR's Profit Margin has declined in the last couple of years.
EVR has a Operating Margin (19.52%) which is in line with its industry peers.
EVR's Operating Margin has declined in the last couple of years.
EVR has a better Gross Margin (99.08%) 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 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
Compared to 1 year ago, EVR has more shares outstanding
The number of shares outstanding for EVR has been reduced compared to 5 years ago.
EVR has a better debt/assets ratio than last year.
2.2 Solvency
EVR has an Altman-Z score of 5.94. This indicates that EVR is financially healthy and has little risk of bankruptcy at the moment.
EVR has a Altman-Z score of 5.94. This is amongst the best in the industry. EVR outperforms 88.94% 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.
Looking at the Debt to FCF ratio, with a value of 0.56, EVR belongs to the top of the industry, outperforming 91.49% of the companies in the same industry.
A Debt/Equity ratio of 0.30 indicates that EVR is not too dependend on debt financing.
EVR's Debt to Equity ratio of 0.30 is fine compared to the rest of the industry. EVR outperforms 72.34% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.3 | ||
| Debt/FCF | 0.56 | ||
| Altman-Z | 5.94 |
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 has a Current ratio of 2.71. This is in the better half of the industry: EVR outperforms 80.00% of its industry peers.
A Quick Ratio of 2.71 indicates that EVR has no problem at all paying its short term obligations.
With an excellent Quick ratio value of 2.71, EVR belongs to the best of the industry, outperforming 80.43% of the companies in the same industry.
| 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
The Earnings Per Share is expected to grow by 35.09% on average over the next years. This is a very strong growth
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 Year27.47%
Revenue Next 2Y21.82%
Revenue Next 3Y19.6%
Revenue Next 5Y7.67%
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 stable.
4. Valuation
4.1 Price/Earnings Ratio
Based on the Price/Earnings ratio of 27.12, the valuation of EVR can be described as expensive.
68.09% of the companies in the same industry are cheaper than EVR, based on the Price/Earnings ratio.
When comparing the Price/Earnings ratio of EVR to the average of the S&P500 Index (26.84), we can say EVR is valued inline with the index average.
With a Price/Forward Earnings ratio of 19.42, EVR is valued on the expensive side.
EVR's Price/Forward Earnings is on the same level as the industry average.
EVR is valuated at similar levels of the S&P average when we compare the Price/Forward Earnings ratio to 23.40, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 27.12 | ||
| Fwd PE | 19.42 |
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 69.36% of the companies listed in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 13.47 | ||
| 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)0.61
PEG (5Y)6.75
EPS Next 2Y37.98%
EPS Next 3Y35.09%
5. Dividend
5.1 Amount
EVR has a yearly dividend return of 0.96%, which is pretty low.
Compared to an average industry Dividend Yield of 6.65, EVR is paying slightly less dividend.
Compared to an average S&P500 Dividend Yield of 2.00, EVR's dividend is way lower than the S&P500 average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.96% |
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 their dividend for at least 10 years, which is a reliable track record.
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%
347.19
-4.99 (-1.42%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners93.38%
Inst Owner Change-1.94%
Ins Owners4.95%
Ins Owner Change-0.41%
Market Cap14.24B
Revenue(TTM)3.56B
Net Income(TTM)528.40M
Analysts77.14
Price Target371.92 (7.12%)
Short Float %2.43%
Short Ratio2.26
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.96% |
Yearly Dividend3.58
Dividend Growth(5Y)7.85%
DP27.02%
Div Incr Years16
Div Non Decr Years16
Ex-Date
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)4.29%
PT rev (3m)7.45%
EPS NQ rev (1m)0.88%
EPS NQ rev (3m)-0.03%
EPS NY rev (1m)1.35%
EPS NY rev (3m)4.05%
Revenue NQ rev (1m)-0.79%
Revenue NQ rev (3m)5.09%
Revenue NY rev (1m)0.38%
Revenue NY rev (3m)5.87%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 27.12 | ||
| Fwd PE | 19.42 | ||
| P/S | 4 | ||
| P/FCF | 13.47 | ||
| P/OCF | 12.54 | ||
| P/B | 7.87 | ||
| P/tB | 8.47 | ||
| EV/EBITDA | N/A |
EPS(TTM)12.8
EY3.69%
EPS(NY)17.88
Fwd EY5.15%
FCF(TTM)25.77
FCFY7.42%
OCF(TTM)27.68
OCFY7.97%
SpS86.85
BVpS44.11
TBVpS40.98
PEG (NY)0.61
PEG (5Y)6.75
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 | 5.94 |
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 Year27.47%
Revenue Next 2Y21.82%
Revenue Next 3Y19.6%
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.
What is the valuation status of EVERCORE INC - A (EVR) stock?
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 PE and PB ratios for EVR stock?
The Price/Earnings (PE) ratio for EVERCORE INC - A (EVR) is 27.12 and the Price/Book (PB) ratio is 7.87.
Can you provide the dividend sustainability for EVR stock?
The dividend rating of EVERCORE INC - A (EVR) is 5 / 10 and the dividend payout ratio is 27.02%.