EVERCORE INC - A (EVR) Stock Fundamental Analysis
USA - NYSE:EVR - US29977A1051 - Common Stock
305.31 USD
+5.58 (+1.86%)
EVR gets a fundamental rating of 7 out of 10. The analysis compared the fundamentals against 237 industry peers in the Capital Markets industry. EVR scores excellent points on both the profitability and health parts. This is a solid base for a good stock. EVR is not overvalued while it is showing excellent growth. This is an interesting 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.
Each year in the past 5 years EVR has been profitable.
Each year in the past 5 years EVR had a positive operating cash flow.
1.2 Ratios
With an excellent Return On Assets value of 11.95%, EVR belongs to the best of the industry, outperforming 93.25% of the companies in the same industry.
EVR's Return On Equity of 29.20% is amongst the best of the industry. EVR outperforms 95.36% of its industry peers.
EVR has a Return On Invested Capital of 16.65%. This is amongst the best in the industry. EVR outperforms 91.98% of its industry peers.
Measured over the past 3 years, the Average Return On Invested Capital for EVR is significantly above the industry average of 7.11%.
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
EVR has a Profit Margin (14.83%) which is comparable to the rest of the industry.
In the last couple of years the Profit Margin of EVR has declined.
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.
The Gross Margin of EVR (99.08%) is better than 99.58% 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 5.50. This indicates that EVR is financially healthy and has little risk of bankruptcy at the moment.
The Altman-Z score of EVR (5.50) is better than 87.34% of its industry peers.
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.
EVR's Debt to FCF ratio of 0.56 is amongst the best of the industry. EVR outperforms 92.41% of its industry peers.
A Debt/Equity ratio of 0.30 indicates that EVR is not too dependend on debt financing.
EVR has a better Debt to Equity ratio (0.30) than 72.15% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.3 | ||
| Debt/FCF | 0.56 | ||
| Altman-Z | 5.5 |
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.
Looking at the Current ratio, with a value of 2.71, EVR is in the better half of the industry, outperforming 79.32% of the companies in the same industry.
A Quick Ratio of 2.71 indicates that EVR has no problem at all paying its short term obligations.
The Quick ratio of EVR (2.71) is better than 79.75% 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!
Measured over the past years, EVR shows a quite strong growth in Revenue. The Revenue has been growing by 8.11% on average per year.
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 32.52% on average per year.
EVR is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 7.67% yearly.
EPS Next Y42.88%
EPS Next 2Y35.71%
EPS Next 3Y32.52%
EPS Next 5YN/A
Revenue Next Year26.99%
Revenue Next 2Y21.92%
Revenue Next 3Y19.82%
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
EVR is valuated rather expensively with a Price/Earnings ratio of 23.85.
Compared to the rest of the industry, the Price/Earnings ratio of EVR indicates a slightly more expensive valuation: EVR is more expensive than 66.24% of the companies listed in the same industry.
EVR is valuated at similar levels of the S&P average when we compare the Price/Earnings ratio to 25.47, which is the current average of the S&P500 Index.
EVR is valuated rather expensively with a Price/Forward Earnings ratio of 17.65.
EVR's Price/Forward Earnings is on the same level as the industry average.
Compared to an average S&P500 Price/Forward Earnings ratio of 35.42, EVR is valued rather cheaply.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 23.85 | ||
| Fwd PE | 17.65 |
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 66.67% of the companies listed in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 11.83 | ||
| EV/EBITDA | N/A |
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 decent 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 32.52% in the coming years.
PEG (NY)0.56
PEG (5Y)5.93
EPS Next 2Y35.71%
EPS Next 3Y32.52%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 1.10%, EVR has a reasonable but not impressive dividend return.
Compared to an average industry Dividend Yield of 8.50, EVR is paying slightly less dividend.
Compared to an average S&P500 Dividend Yield of 2.44, EVR's dividend is way lower than the S&P500 average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.1% |
5.2 History
The dividend of EVR is nicely growing with an annual growth rate of 7.85%!
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
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 2Y35.71%
EPS Next 3Y32.52%
NYSE:EVR (11/19/2025, 2:57:52 PM)
305.31
+5.58 (+1.86%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners93.92%
Inst Owner Change-2.04%
Ins Owners4.96%
Ins Owner Change-0.28%
Market Cap12.50B
Revenue(TTM)3.56B
Net Income(TTM)528.40M
Analysts77.14
Price Target359.17 (17.64%)
Short Float %2.29%
Short Ratio1.93
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.1% |
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)3.77%
PT rev (3m)8.9%
EPS NQ rev (1m)-1.07%
EPS NQ rev (3m)-0.81%
EPS NY rev (1m)2.66%
EPS NY rev (3m)17.53%
Revenue NQ rev (1m)4.47%
Revenue NQ rev (3m)6.02%
Revenue NY rev (1m)4.53%
Revenue NY rev (3m)13.19%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 23.85 | ||
| Fwd PE | 17.65 | ||
| P/S | 3.51 | ||
| P/FCF | 11.83 | ||
| P/OCF | 11.01 | ||
| P/B | 6.91 | ||
| P/tB | 7.44 | ||
| EV/EBITDA | N/A |
EPS(TTM)12.8
EY4.19%
EPS(NY)17.29
Fwd EY5.66%
FCF(TTM)25.82
FCFY8.46%
OCF(TTM)27.73
OCFY9.08%
SpS87.02
BVpS44.2
TBVpS41.06
PEG (NY)0.56
PEG (5Y)5.93
Graham Number112.82
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 | 5.5 |
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 Y42.88%
EPS Next 2Y35.71%
EPS Next 3Y32.52%
EPS Next 5YN/A
Revenue 1Y (TTM)27%
Revenue growth 3Y-3.24%
Revenue growth 5Y8.11%
Sales Q2Q%41.59%
Revenue Next Year26.99%
Revenue Next 2Y21.92%
Revenue Next 3Y19.82%
Revenue Next 5Y7.67%
EBIT growth 1Y58.3%
EBIT growth 3Y-21.66%
EBIT growth 5Y3.54%
EBIT Next Year38.92%
EBIT Next 3Y38.36%
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 5 / 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 23.85 and the Price/Book (PB) ratio is 6.91.
Can you provide the dividend sustainability for EVR stock?
The dividend rating of EVERCORE INC - A (EVR) is 6 / 10 and the dividend payout ratio is 27.02%.