EVERCORE INC - A (EVR) Stock Fundamental Analysis
USA • New York Stock Exchange • NYSE:EVR • US29977A1051
354.45 USD
-1.46 (-0.41%)
Last: Jan 30, 2026, 10:14 AM
EVR gets a fundamental rating of 7 out of 10. The analysis compared the fundamentals against 237 industry peers in the Capital Markets industry. Both the health and profitability get an excellent rating, making EVR a very profitable company, without any liquidiy or solvency issues. EVR is growing strongly while it is still valued neutral. This is a good combination! These ratings could make EVR a good candidate 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.
- In the past 5 years EVR has always been profitable.
- In the past 5 years EVR always reported a positive cash flow from operatings.
1.2 Ratios
- Looking at the Return On Assets, with a value of 11.95%, EVR belongs to the top of the industry, outperforming 89.03% of the companies in the same industry.
- The Return On Equity of EVR (29.20%) is better than 94.09% of its industry peers.
- EVR's Return On Invested Capital of 16.65% is amongst the best of 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 7.27%.
- 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 47.26% 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.
- In the last couple of years the Operating Margin of EVR has declined.
- EVR has a Gross Margin of 99.08%. This is amongst the best in the industry. EVR outperforms 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
- 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.
- Compared to 1 year ago, EVR has an improved debt to assets ratio.
2.2 Solvency
- EVR has an Altman-Z score of 5.98. This indicates that EVR is financially healthy and has little risk of bankruptcy at the moment.
- With an excellent Altman-Z score value of 5.98, EVR belongs to the best of the industry, outperforming 89.45% of the companies in the same industry.
- 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's Debt to FCF ratio of 0.56 is amongst the best of the industry. EVR outperforms 91.56% 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.
- EVR's Debt to Equity ratio of 0.30 is fine compared to the rest of the industry. EVR outperforms 72.57% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.3 | ||
| Debt/FCF | 0.56 | ||
| Altman-Z | 5.98 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
- A Current Ratio of 2.71 indicates that EVR has no problem at all paying 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 79.75% of the companies in the same industry.
- 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 better Quick ratio (2.71) than 80.17% 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!
- The Revenue has been growing by 8.11% on average over the past years. This is quite good.
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 35.40% on average per year.
- The Revenue is expected to grow by 7.67% on average over the next years.
EPS Next Y44.45%
EPS Next 2Y38.73%
EPS Next 3Y35.4%
EPS Next 5YN/A
Revenue Next Year27.06%
Revenue Next 2Y22.27%
Revenue Next 3Y19.97%
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
- A Price/Earnings ratio of 27.69 indicates a quite expensive valuation of EVR.
- 71.73% of the companies in the same industry are cheaper than EVR, based on the Price/Earnings ratio.
- EVR's Price/Earnings ratio indicates a similar valuation than the S&P500 average which is at 28.39.
- A Price/Forward Earnings ratio of 19.61 indicates a rather expensive valuation of EVR.
- EVR's Price/Forward Earnings is on the same level as the industry average.
- EVR is valuated rather cheaply when we compare the Price/Forward Earnings ratio to 25.72, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 27.69 | ||
| Fwd PE | 19.61 |
4.2 Price Multiples
- Based on the Price/Free Cash Flow ratio, EVR is valued a bit cheaper than 72.15% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 13.76 | ||
| 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.
- 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 35.40% in the coming years.
PEG (NY)0.62
PEG (5Y)6.89
EPS Next 2Y38.73%
EPS Next 3Y35.4%
5. Dividend
5.1 Amount
- EVR has a yearly dividend return of 0.90%, which is pretty low.
- Compared to an average industry Dividend Yield of 5.88, EVR is paying slightly less dividend.
- Compared to an average S&P500 Dividend Yield of 1.82, EVR's dividend is way lower than the S&P500 average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.9% |
5.2 History
- The dividend of EVR is nicely growing with an annual growth rate of 7.85%!
- EVR has paid a dividend for at least 10 years, which is 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
- 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 2Y38.73%
EPS Next 3Y35.4%
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 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 expected EPS growth for EVR stock?
The Earnings per Share (EPS) of EVERCORE INC - A (EVR) is expected to grow by 44.45% 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%.