EVERCORE INC - A (EVR) Stock Fundamental Analysis
USA - NYSE:EVR - US29977A1051 - Common Stock
307.77 USD
+8.04 (+2.68%)
Taking everything into account, EVR scores 7 out of 10 in our fundamental rating. EVR was compared to 237 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 not priced too expensively while it is growing strongly. Keep and eye on this one! With these ratings, EVR could be worth investigating further 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.
Each year in the past 5 years EVR has been profitable.
In the past 5 years EVR always reported a positive cash flow from operatings.
1.2 Ratios
EVR's Return On Assets of 11.95% is amongst the best of the industry. EVR outperforms 93.25% of its industry peers.
The Return On Equity of EVR (29.20%) is better than 95.36% of its industry peers.
With an excellent Return On Invested Capital value of 16.65%, EVR belongs to the best of the industry, outperforming 91.98% 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 7.11%.
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 of 14.83%. This is comparable to the rest of the industry: EVR outperforms 49.79% of its industry peers.
EVR's Profit Margin has declined in the last couple of years.
The Operating Margin of EVR (19.52%) is comparable to the rest of the industry.
EVR's Operating Margin has declined in the last couple of years.
EVR's Gross Margin of 99.08% is amongst the best of the industry. EVR outperforms 99.58% 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.
The debt/assets ratio for EVR has been reduced compared to a year ago.
2.2 Solvency
EVR has an Altman-Z score of 5.44. This indicates that EVR is financially healthy and has little risk of bankruptcy at the moment.
The Altman-Z score of EVR (5.44) is better than 87.34% 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.
With an excellent Debt to FCF ratio value of 0.56, EVR belongs to the best of the industry, outperforming 92.41% of the companies in the same industry.
EVR has a Debt/Equity ratio of 0.30. This is a healthy value indicating a solid balance between debt and equity.
With a decent Debt to Equity ratio value of 0.30, EVR is doing good in the industry, outperforming 72.15% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.3 | ||
| Debt/FCF | 0.56 | ||
| Altman-Z | 5.44 |
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 79.32% 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.
Looking at the Quick 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.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 2.71 | ||
| Quick Ratio | 2.71 |
3. Growth
3.1 Past
The Earnings Per Share has grown by an impressive 60.00% over the past year.
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
The Earnings Per Share is expected to grow by 32.52% on average over the next years. This is a very strong growth
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
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 24.04, the valuation of EVR can be described as rather expensive.
Based on the Price/Earnings ratio, EVR is valued a bit more expensive than the industry average as 65.40% of the companies are valued more cheaply.
Compared to an average S&P500 Price/Earnings ratio of 25.46, EVR is valued at the same level.
The Price/Forward Earnings ratio is 17.80, which indicates a rather expensive current valuation of EVR.
EVR's Price/Forward Earnings is on the same level as the industry average.
EVR's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 35.39.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 24.04 | ||
| Fwd PE | 17.8 |
4.2 Price Multiples
67.51% of the companies in the same industry are more expensive than EVR, based on the Price/Free Cash Flow ratio.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 11.92 | ||
| 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.
EVR's earnings are expected to grow with 32.52% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.56
PEG (5Y)5.98
EPS Next 2Y35.71%
EPS Next 3Y32.52%
5. Dividend
5.1 Amount
EVR has a Yearly Dividend Yield of 1.10%. Purely for dividend investing, there may be better candidates out there.
Compared to an average industry Dividend Yield of 8.42, EVR is paying slightly less dividend.
With a Dividend Yield of 1.10, EVR pays less dividend than the S&P500 average, which is at 2.44.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.1% |
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 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
27.02% of the earnings are spent on dividend by EVR. This is a low number and 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)
307.77
+8.04 (+2.68%)
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 Cap12.60B
Revenue(TTM)3.56B
Net Income(TTM)528.40M
Analysts77.14
Price Target359.17 (16.7%)
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 | 24.04 | ||
| Fwd PE | 17.8 | ||
| P/S | 3.54 | ||
| P/FCF | 11.92 | ||
| P/OCF | 11.1 | ||
| P/B | 6.96 | ||
| P/tB | 7.5 | ||
| EV/EBITDA | N/A |
EPS(TTM)12.8
EY4.16%
EPS(NY)17.29
Fwd EY5.62%
FCF(TTM)25.82
FCFY8.39%
OCF(TTM)27.73
OCFY9.01%
SpS87.02
BVpS44.2
TBVpS41.06
PEG (NY)0.56
PEG (5Y)5.98
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 | 5.44 |
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 24.04 and the Price/Book (PB) ratio is 6.96.
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%.