EVERCORE INC - A (EVR) Fundamental Analysis & Valuation
NYSE:EVR • US29977A1051
Current stock price
275.03 USD
-3.66 (-1.31%)
At close:
275.03 USD
0 (0%)
After Hours:
This EVR fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.
1. EVR Profitability Analysis
1.1 Basic Checks
- In the past year EVR was profitable.
- EVR had a positive operating cash flow in the past year.
- Each year in the past 5 years EVR has been profitable.
- EVR had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
- EVR has a better Return On Assets (11.05%) than 86.36% of its industry peers.
- With an excellent Return On Equity value of 29.14%, EVR belongs to the best of the industry, outperforming 93.39% of the companies in the same industry.
- With an excellent Return On Invested Capital value of 17.79%, EVR belongs to the best of the industry, outperforming 92.98% of the companies in the same industry.
- EVR had an Average Return On Invested Capital over the past 3 years of 14.18%. This is significantly above the industry average of 7.15%.
- The 3 year average ROIC (14.18%) for EVR is below the current ROIC(17.79%), indicating increased profibility in the last year.
| Industry Rank | Sector 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%
1.3 Margins
- The Profit Margin of EVR (15.26%) 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.
- Looking at the Operating Margin, with a value of 20.61%, EVR is in line with its industry, outperforming 47.52% of the companies in the same industry.
- In the last couple of years the Operating Margin of EVR has declined.
- EVR's Gross Margin of 99.05% is amongst the best of 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 | 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%
2. EVR Health Analysis
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 a worse debt to assets ratio.
2.2 Solvency
- EVR has an Altman-Z score of 4.46. This indicates that EVR is financially healthy and has little risk of bankruptcy at the moment.
- Looking at the Altman-Z score, with a value of 4.46, EVR belongs to the top of the industry, outperforming 82.64% 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.
- EVR's Debt to FCF ratio of 0.50 is amongst the best of the industry. EVR outperforms 91.32% of its industry peers.
- A Debt/Equity ratio of 0.27 indicates that EVR is not too dependend on debt financing.
- The Debt to Equity ratio of EVR (0.27) is better than 73.55% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.27 | ||
| Debt/FCF | 0.5 | ||
| Altman-Z | 4.46 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
- A Current Ratio of 2.16 indicates that EVR has no problem at all paying 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.
- EVR has a Quick Ratio of 2.16. This indicates that EVR is financially healthy and has no problem in meeting its short term obligations.
- EVR has a Quick ratio of 2.16. This is in the better half of the industry: EVR outperforms 75.21% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 2.16 | ||
| Quick Ratio | 2.16 |
3. EVR Growth Analysis
3.1 Past
- The Earnings Per Share has grown by an impressive 54.63% over the past year.
- EVR shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 8.81% yearly.
- The Revenue has grown by 29.49% 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 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
- The Earnings Per Share is expected to grow by 24.79% on average over the next years. This is a very strong growth
- The Revenue is expected to grow by 6.38% on average over the next years.
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
- 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.
4. EVR Valuation Analysis
4.1 Price/Earnings Ratio
- With a Price/Earnings ratio of 18.94, EVR is valued on the expensive side.
- Based on the Price/Earnings ratio, EVR is valued a bit more expensive than 62.81% of the companies in the same industry.
- EVR is valuated rather cheaply when we compare the Price/Earnings ratio to 26.11, which is the current average of the S&P500 Index.
- A Price/Forward Earnings ratio of 14.82 indicates a correct 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 24.12, EVR is valued a bit cheaper.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 18.94 | ||
| Fwd PE | 14.82 |
4.2 Price Multiples
- 87.19% of the companies in the same industry are more expensive than EVR, based on the Enterprise Value to EBITDA ratio.
- Compared to the rest of the industry, the Price/Free Cash Flow ratio of EVR indicates a somewhat cheap valuation: EVR is cheaper than 77.27% of the companies listed in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 9.76 | ||
| EV/EBITDA | 9.49 |
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.
- EVR has an outstanding profitability rating, which 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)0.68
PEG (5Y)2.15
EPS Next 2Y27.61%
EPS Next 3Y24.79%
5. EVR Dividend Analysis
5.1 Amount
- EVR has a Yearly Dividend Yield of 1.26%. Purely for dividend investing, there may be better candidates out there.
- Compared to an average industry Dividend Yield of 6.96, EVR is paying slightly less dividend.
- EVR's Dividend Yield is slightly below the S&P500 average, which is at 1.91.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.26% |
5.2 History
- The dividend of EVR is nicely growing with an annual growth rate of 7.18%!
- 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)7.18%
Div Incr Years16
Div Non Decr Years16
5.3 Sustainability
- EVR pays out 24.40% 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.
DP24.4%
EPS Next 2Y27.61%
EPS Next 3Y24.79%
EVR Fundamentals: All Metrics, Ratios and Statistics
275.03
-3.66 (-1.31%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-04 2026-02-04/bmo
Earnings (Next)04-28 2026-04-28/bmo
Inst Owners89.2%
Inst Owner Change-0.79%
Ins Owners4.94%
Ins Owner Change1.23%
Market Cap11.54B
Revenue(TTM)3.88B
Net Income(TTM)591.92M
Analysts77.33
Price Target412.65 (50.04%)
Short Float %1.97%
Short Ratio1.32
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.26% |
Yearly Dividend3.77
Dividend Growth(5Y)7.18%
DP24.4%
Div Incr Years16
Div Non Decr Years16
Ex-Date02-27 2026-02-27 (0.84)
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)-0.74%
EPS NQ rev (3m)3.23%
EPS NY rev (1m)3.51%
EPS NY rev (3m)3.43%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)5.55%
Revenue NY rev (1m)7.13%
Revenue NY rev (3m)8.46%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 18.94 | ||
| Fwd PE | 14.82 | ||
| P/S | 2.97 | ||
| P/FCF | 9.76 | ||
| P/OCF | 9.18 | ||
| P/B | 5.68 | ||
| P/tB | 6.52 | ||
| EV/EBITDA | 9.49 |
EPS(TTM)14.52
EY5.28%
EPS(NY)18.56
Fwd EY6.75%
FCF(TTM)28.19
FCFY10.25%
OCF(TTM)29.95
OCFY10.89%
SpS92.49
BVpS48.43
TBVpS42.21
PEG (NY)0.68
PEG (5Y)2.15
Graham Number125.78
Profitability
| Industry Rank | Sector 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 Rank | Sector 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 | 4.46 |
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 Fundamental Analysis 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%.