EVERCORE INC - A (EVR) Stock Fundamental Analysis
USA - NYSE:EVR - US29977A1051 - Common Stock
309.13 USD
+2.59 (+0.84%)
309.13 USD
0 (0%)
We assign a fundamental rating of 7 out of 10 to EVR. EVR was compared to 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 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.
In the past 5 years EVR has always been profitable.
EVR had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
With an excellent Return On Assets value of 12.53%, EVR belongs to the best of the industry, outperforming 92.83% of the companies in the same industry.
EVR has a Return On Equity of 27.93%. This is amongst the best in the industry. EVR outperforms 93.67% of its industry peers.
The Return On Invested Capital of EVR (16.74%) is better than 91.98% 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 7.48%.
The last Return On Invested Capital (16.74%) for EVR is above the 3 year average (15.25%), which is a sign of increasing profitability.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 12.53% | ||
| ROE | 27.93% | ||
| ROIC | 16.74% |
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 14.20%, EVR is in line with its industry, outperforming 49.37% of the companies in the same industry.
In the last couple of years the Profit Margin of EVR has declined.
EVR has a Operating Margin (18.59%) which is in line with its industry peers.
In the last couple of years the Operating Margin of EVR has declined.
Looking at the Gross Margin, with a value of 99.07%, EVR belongs to the top of the industry, outperforming 99.58% of the companies in the same industry.
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 | 18.59% | ||
| PM (TTM) | 14.2% | ||
| GM | 99.07% |
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.
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
An Altman-Z score of 6.54 indicates that EVR is not in any danger for bankruptcy at the moment.
With an excellent Altman-Z score value of 6.54, EVR belongs to the best of the industry, outperforming 88.61% of the companies in the same industry.
The Debt to FCF ratio of EVR is 0.51, which is an excellent value as it means it would take EVR, only 0.51 years of fcf income to pay off all of its debts.
Looking at the Debt to FCF ratio, with a value of 0.51, EVR belongs to the top of the industry, outperforming 92.41% of the companies in the same industry.
EVR has a Debt/Equity ratio of 0.18. This is a healthy value indicating a solid balance between debt and equity.
EVR's Debt to Equity ratio of 0.18 is fine compared to the rest of the industry. EVR outperforms 75.11% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.18 | ||
| Debt/FCF | 0.51 | ||
| Altman-Z | 6.54 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
A Current Ratio of 2.82 indicates that EVR has no problem at all paying its short term obligations.
The Current ratio of EVR (2.82) is better than 80.59% of its industry peers.
EVR has a Quick Ratio of 2.82. This indicates that EVR is financially healthy and has no problem in meeting its short term obligations.
With an excellent Quick ratio value of 2.82, EVR belongs to the best of the industry, outperforming 81.01% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 2.82 | ||
| Quick Ratio | 2.82 |
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.
The Revenue has grown by 27.00% 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 8.11% yearly.
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
EVR is expected to show a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 32.52% yearly.
Based on estimates for the next years, EVR will show a small growth in Revenue. The Revenue will grow by 7.67% on average per year.
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
With a Price/Earnings ratio of 24.15, EVR is valued on the expensive side.
64.56% of the companies in the same industry are cheaper than EVR, based on the Price/Earnings ratio.
Compared to an average S&P500 Price/Earnings ratio of 26.28, EVR is valued at the same level.
Based on the Price/Forward Earnings ratio of 17.88, the valuation of EVR can be described as rather expensive.
EVR's Price/Forward Earnings ratio is in line with the industry average.
When comparing the Price/Forward Earnings ratio of EVR to the average of the S&P500 Index (33.61), we can say EVR is valued slightly cheaper.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 24.15 | ||
| Fwd PE | 17.88 |
4.2 Price Multiples
60.34% 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 | 17.05 | ||
| 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 32.52% in the coming years.
PEG (NY)0.56
PEG (5Y)6.01
EPS Next 2Y35.71%
EPS Next 3Y32.52%
5. Dividend
5.1 Amount
EVR has a Yearly Dividend Yield of 1.11%. Purely for dividend investing, there may be better candidates out there.
Compared to an average industry Dividend Yield of 8.46, EVR is paying slightly less dividend.
With a Dividend Yield of 1.11, EVR pays less dividend than the S&P500 average, which is at 2.36.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.11% |
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
30.46% 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.
DP30.46%
EPS Next 2Y35.71%
EPS Next 3Y32.52%
309.13
+2.59 (+0.84%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners93.92%
Inst Owner Change-0.8%
Ins Owners4.96%
Ins Owner Change-0.23%
Market Cap12.66B
Revenue(TTM)3.56B
Net Income(TTM)462.21M
Analysts77.14
Price Target359.17 (16.19%)
Short Float %2.48%
Short Ratio2.21
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.11% |
Yearly Dividend3.58
Dividend Growth(5Y)7.85%
DP30.46%
Div Incr Years16
Div Non Decr Years16
Ex-Date
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)68.07%
Min EPS beat(2)34.46%
Max EPS beat(2)101.67%
EPS beat(4)4
Avg EPS beat(4)39.47%
Min EPS beat(4)3.1%
Max EPS beat(4)101.67%
EPS beat(8)8
Avg EPS beat(8)24.59%
EPS beat(12)11
Avg EPS beat(12)22.09%
EPS beat(16)15
Avg EPS beat(16)27.13%
Revenue beat(2)2
Avg Revenue beat(2)12.51%
Min Revenue beat(2)6.13%
Max Revenue beat(2)18.89%
Revenue beat(4)4
Avg Revenue beat(4)9.34%
Min Revenue beat(4)2.65%
Max Revenue beat(4)18.89%
Revenue beat(8)7
Avg Revenue beat(8)6.67%
Revenue beat(12)9
Avg Revenue beat(12)7.65%
Revenue beat(16)13
Avg Revenue beat(16)11.35%
PT rev (1m)3.77%
PT rev (3m)8.9%
EPS NQ rev (1m)19.07%
EPS NQ rev (3m)23.59%
EPS NY rev (1m)2.66%
EPS NY rev (3m)17.53%
Revenue NQ rev (1m)6.9%
Revenue NQ rev (3m)7.2%
Revenue NY rev (1m)4.53%
Revenue NY rev (3m)13.19%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 24.15 | ||
| Fwd PE | 17.88 | ||
| P/S | 3.89 | ||
| P/FCF | 17.05 | ||
| P/OCF | 15.64 | ||
| P/B | 7.65 | ||
| P/tB | 8.29 | ||
| EV/EBITDA | N/A |
EPS(TTM)12.8
EY4.14%
EPS(NY)17.29
Fwd EY5.59%
FCF(TTM)18.13
FCFY5.86%
OCF(TTM)19.76
OCFY6.39%
SpS79.51
BVpS40.43
TBVpS37.27
PEG (NY)0.56
PEG (5Y)6.01
Graham Number107.9
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 12.53% | ||
| ROE | 27.93% | ||
| ROCE | 21.42% | ||
| ROIC | 16.74% | ||
| ROICexc | 43.36% | ||
| ROICexgc | 49.18% | ||
| OM | 18.59% | ||
| PM (TTM) | 14.2% | ||
| GM | 99.07% | ||
| FCFM | 22.8% |
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-Score8
Asset Turnover0.88
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.18 | ||
| Debt/FCF | 0.51 | ||
| Debt/EBITDA | N/A | ||
| Cap/Depr | N/A | ||
| Cap/Sales | 2.05% | ||
| Interest Coverage | 37.24 | ||
| Cash Conversion | N/A | ||
| Profit Quality | 160.55% | ||
| Current Ratio | 2.82 | ||
| Quick Ratio | 2.82 | ||
| Altman-Z | 6.54 |
F-Score8
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 1Y56.4%
EBIT growth 3Y-21.66%
EBIT growth 5Y3.54%
EBIT Next Year38.92%
EBIT Next 3Y38.36%
EBIT Next 5Y12.31%
FCF growth 1Y57.78%
FCF growth 3Y-10.95%
FCF growth 5Y17.17%
OCF growth 1Y63.61%
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 24.15 and the Price/Book (PB) ratio is 7.65.
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 30.46%.