EVERCORE INC - A (EVR) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:EVR - US29977A1051 - Common Stock
362 USD
-10 (-2.69%)
362 USD
0 (0%)
Taking everything into account, EVR scores 7 out of 10 in our fundamental rating. EVR was compared to 238 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 growing strongly while it is still valued neutral. This is a good combination! With these ratings, EVR could be worth investigating further for growth and quality investing!.
1. Profitability
1.1 Basic Checks
- EVR had positive earnings in the past year.
- 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 89.08% of the companies in the same industry.
- The Return On Equity of EVR (29.20%) is better than 94.12% of its industry peers.
- EVR's Return On Invested Capital of 16.65% is amongst the best of the industry. EVR outperforms 92.02% of its industry peers.
- EVR had an Average Return On Invested Capital over the past 3 years of 15.25%. This is significantly above the industry average of 7.27%.
- 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 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.
- EVR's Operating Margin has declined in the last couple of years.
- EVR has a Gross Margin of 99.08%. This is amongst the best in the industry. EVR outperforms 100.00% 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
- EVR has more shares outstanding than it did 1 year ago.
- EVR has less shares outstanding than it did 5 years ago.
- Compared to 1 year ago, EVR has an improved debt to assets ratio.
2.2 Solvency
- An Altman-Z score of 6.13 indicates that EVR is not in any danger for bankruptcy at the moment.
- EVR's Altman-Z score of 6.13 is amongst the best of the industry. EVR outperforms 89.08% 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 has a Debt to FCF ratio of 0.56. This is amongst the best in the industry. EVR outperforms 91.60% of its industry peers.
- A Debt/Equity ratio of 0.30 indicates that EVR is not too dependend on debt financing.
- With a decent Debt to Equity ratio value of 0.30, EVR is doing good in the industry, outperforming 72.69% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.3 | ||
| Debt/FCF | 0.56 | ||
| Altman-Z | 6.13 |
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 79.83% 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 80.25% 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.
- EVR shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 4.02% yearly.
- Looking at the last year, EVR shows a very strong growth in Revenue. The Revenue has grown by 27.00%.
- 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 35.09% on average per year.
- 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 Year27.33%
Revenue Next 2Y21.95%
Revenue Next 3Y19.67%
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.
- The Revenue growth rate is stable: in the next years the growth will be about the same than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
- A Price/Earnings ratio of 28.28 indicates a quite expensive valuation of EVR.
- Based on the Price/Earnings ratio, EVR is valued a bit more expensive than 72.69% of the companies in the same industry.
- EVR's Price/Earnings ratio indicates a similar valuation than the S&P500 average which is at 27.21.
- EVR is valuated rather expensively with a Price/Forward Earnings ratio of 20.25.
- The rest of the industry has a similar Price/Forward Earnings ratio as EVR.
- The average S&P500 Price/Forward Earnings ratio is at 24.26. EVR is around the same levels.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 28.28 | ||
| Fwd PE | 20.25 |
4.2 Price Multiples
- EVR's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. EVR is cheaper than 71.85% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 14.05 | ||
| 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.
- EVR has a very decent 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 35.09% in the coming years.
PEG (NY)0.63
PEG (5Y)7.03
EPS Next 2Y37.98%
EPS Next 3Y35.09%
5. Dividend
5.1 Amount
- With a yearly dividend of 0.88%, EVR is not a good candidate for dividend investing.
- EVR's Dividend Yield is slightly below the industry average, which is at 6.10.
- 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 | 0.88% |
5.2 History
- On average, the dividend of EVR grows each year by 7.85%, which is quite nice.
- EVR has paid a dividend for at least 10 years, which is 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 2Y37.98%
EPS Next 3Y35.09%
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 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 expected EPS growth for EVR stock?
The Earnings per Share (EPS) of EVERCORE INC - A (EVR) is expected to grow by 44.81% in the next year.
How sustainable is the dividend of EVERCORE INC - A (EVR) stock?
The dividend rating of EVERCORE INC - A (EVR) is 5 / 10 and the dividend payout ratio is 27.02%.