EVERCORE INC - A (EVR) Stock Fundamental Analysis

NYSE:EVR • US29977A1051

305.51 USD
-8.97 (-2.85%)
Last: Mar 3, 2026, 11:22 AM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

7

We assign a fundamental rating of 7 out of 10 to EVR. EVR was compared to 238 industry peers in the Capital Markets industry. While EVR has a great health rating, its profitability is only average at the moment. EVR is showing excellent growth while it is valued at reasonable prices. Keep and eye on this one! This makes EVR very considerable for growth investing!


Dividend Valuation Growth Profitability Health

6

1. Profitability

1.1 Basic Checks

  • EVR had positive earnings in the past year.
  • EVR had a positive operating cash flow in the past year.
  • EVR had positive earnings in each of the past 5 years.
  • EVR had a positive operating cash flow in 4 of the past 5 years.
EVR Yearly Net Income VS EBIT VS OCF VS FCFEVR Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M 800M 1B

1.2 Ratios

  • The Return On Assets of EVR (11.95%) is better than 87.39% of its industry peers.
  • The Return On Equity of EVR (29.20%) is better than 93.28% of its industry peers.
  • EVR's Return On Invested Capital of 16.95% is amongst the best of the industry. EVR outperforms 92.02% of its industry peers.
Industry RankSector Rank
ROA 11.95%
ROE 29.2%
ROIC 16.95%
ROA(3y)N/A
ROA(5y)N/A
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
EVR Yearly ROA, ROE, ROICEVR Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10 20 30 40 50

1.3 Margins

  • EVR's Profit Margin of 14.83% is in line compared to the rest of the industry. EVR outperforms 48.74% of its industry peers.
  • EVR's Profit Margin has been stable in the last couple of years.
  • EVR has a Operating Margin of 19.52%. This is comparable to the rest of the industry: EVR outperforms 43.70% of 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 99.08%, EVR belongs to the top of the industry, outperforming 100.00% 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 RankSector Rank
OM 19.52%
PM (TTM) 14.83%
GM 99.08%
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%
EVR Yearly Profit, Operating, Gross MarginsEVR Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20 40 60 80

More info and screens

ROAROEROICOperating and Profit MarginShow most profitable peers

8

2. Health

2.1 Basic Checks

  • EVR has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
EVR Yearly Shares OutstandingEVR Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 10M 20M 30M 40M
EVR Yearly Total Debt VS Total AssetsEVR Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 1B 2B 3B 4B

2.2 Solvency

  • An Altman-Z score of 5.59 indicates that EVR is not in any danger for bankruptcy at the moment.
  • With an excellent Altman-Z score value of 5.59, EVR belongs to the best of the industry, outperforming 86.13% of the companies in the same industry.
  • 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's Debt to FCF ratio of 0.56 is amongst the best of the industry. EVR outperforms 91.18% of its industry peers.
  • A Debt/Equity ratio of 0.30 indicates that EVR is not too dependend on debt financing.
  • EVR has a Debt to Equity ratio of 0.30. This is in the better half of the industry: EVR outperforms 71.85% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.3
Debt/FCF 0.56
Altman-Z 5.59
ROIC/WACCN/A
WACCN/A
EVR Yearly LT Debt VS Equity VS FCFEVR Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 500M 1B 1.5B

2.3 Liquidity

  • A Current Ratio of 2.71 indicates that EVR has no problem at all paying its short term obligations.
  • EVR's Current ratio of 2.71 is amongst the best of the industry. EVR outperforms 80.25% of its industry peers.
  • 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 RankSector Rank
Current Ratio 2.71
Quick Ratio 2.71
EVR Yearly Current Assets VS Current LiabilitesEVR Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 500M 1B 1.5B 2B 2.5B

More info and screens

WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

7

3. Growth

3.1 Past

  • The Earnings Per Share has grown by an impressive 54.63% over the past year.
  • The Earnings Per Share has been growing by 8.81% on average over the past years. This is quite good.
  • 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 25.84% 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 Y23.48%
EPS Next 2Y25.84%
EPS Next 3YN/A
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.
EVR Yearly Revenue VS EstimatesEVR Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 1B 2B 3B 4B 5B
EVR Yearly EPS VS EstimatesEVR Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 5 10 15 20

More info and screens

Find the best growth stocksShow best growing peers

4

4. Valuation

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 21.04, EVR is valued on the expensive side.
  • EVR's Price/Earnings ratio is a bit more expensive when compared to the industry. EVR is more expensive than 65.55% of the companies in the same industry.
  • The average S&P500 Price/Earnings ratio is at 27.13. EVR is valued slightly cheaper when compared to this.
  • Based on the Price/Forward Earnings ratio of 17.04, the valuation of EVR can be described as rather expensive.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of EVR is on the same level as its industry peers.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 28.11, EVR is valued a bit cheaper.
Industry RankSector Rank
PE 21.04
Fwd PE 17.04
EVR Price Earnings VS Forward Price EarningsEVR Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40

4.2 Price Multiples

  • EVR's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. EVR is cheaper than 73.53% of the companies in the same industry.
Industry RankSector Rank
P/FCF 11.86
EV/EBITDA N/A
EVR Per share dataEVR EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 20 40 60 80

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.
  • EVR has a very decent profitability rating, which may justify a higher PE ratio.
  • EVR's earnings are expected to grow with 25.84% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.9
PEG (5Y)2.39
EPS Next 2Y25.84%
EPS Next 3YN/A

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

6

5. Dividend

5.1 Amount

  • EVR has a Yearly Dividend Yield of 1.03%. Purely for dividend investing, there may be better candidates out there.
  • Compared to an average industry Dividend Yield of 6.45, 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 RankSector Rank
Dividend Yield 1.03%

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 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
EVR Yearly Dividends per shareEVR Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 1 2 3

5.3 Sustainability

  • EVR pays out 27.02% of its income as dividend. This is a sustainable payout ratio.
  • EVR's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP27.02%
EPS Next 2Y25.84%
EPS Next 3YN/A
EVR Yearly Income VS Free CF VS DividendEVR Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M 800M 1B
EVR Dividend Payout.EVR Dividend Payout, showing the Payout Ratio.EVR Dividend Payout.PayoutRetained Earnings

More info and screens

Find the best dividend stocksShow peers with best dividend

EVERCORE INC - A

NYSE:EVR (3/3/2026, 11:22:32 AM)

305.51

-8.97 (-2.85%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-04
Earnings (Next)04-28
Inst Owners93.51%
Inst Owner Change-0.77%
Ins Owners4.95%
Ins Owner Change1.17%
Market Cap12.53B
Revenue(TTM)3.88B
Net Income(TTM)528.40M
Analysts77.33
Price Target412.65 (35.07%)
Short Float %1.69%
Short Ratio1.35
Dividend
Industry RankSector Rank
Dividend Yield 1.03%
Yearly Dividend3.58
Dividend Growth(5Y)7.85%
DP27.02%
Div Incr Years16
Div Non Decr Years16
Ex-Date02-27
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)6.08%
PT rev (3m)15.71%
EPS NQ rev (1m)-0.15%
EPS NQ rev (3m)-0.6%
EPS NY rev (1m)-0.79%
EPS NY rev (3m)3.67%
Revenue NQ rev (1m)-0.09%
Revenue NQ rev (3m)-0.61%
Revenue NY rev (1m)7.84%
Revenue NY rev (3m)8.46%
Valuation
Industry RankSector Rank
PE 21.04
Fwd PE 17.04
P/S 3.52
P/FCF 11.86
P/OCF 11.04
P/B 6.93
P/tB 7.46
EV/EBITDA N/A
EPS(TTM)14.52
EY4.75%
EPS(NY)17.93
Fwd EY5.87%
FCF(TTM)25.77
FCFY8.43%
OCF(TTM)27.68
OCFY9.06%
SpS86.85
BVpS44.11
TBVpS40.98
PEG (NY)0.9
PEG (5Y)2.39
Graham Number120.05
Profitability
Industry RankSector Rank
ROA 11.95%
ROE 29.2%
ROCE 21.31%
ROIC 16.95%
ROICexc 65.29%
ROICexgc 76.98%
OM 19.52%
PM (TTM) 14.83%
GM 99.08%
FCFM 29.67%
ROA(3y)N/A
ROA(5y)N/A
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)N/A
ROCE(5y)N/A
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
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-Score8
Asset Turnover0.81
Health
Industry RankSector 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 5.59
F-Score8
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)N/A
Cap/Sales(5y)N/A
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)54.63%
EPS 3Y6.71%
EPS 5Y8.81%
EPS Q2Q%50.44%
EPS Next Y23.48%
EPS Next 2Y25.84%
EPS Next 3YN/A
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 1Y58.3%
EBIT growth 3Y4.58%
EBIT growth 5Y6.87%
EBIT Next Year51.93%
EBIT Next 3Y24%
EBIT Next 5Y11.38%
FCF growth 1Y51.17%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y58.26%
OCF growth 3YN/A
OCF growth 5YN/A

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 6 / 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 23.48% 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 27.02%.