EVERCORE INC - A (EVR) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:EVR - US29977A1051 - Common Stock
370.67 USD
+1.66 (+0.45%)
370.67 USD
0 (0%)
EVR gets a fundamental rating of 7 out of 10. The analysis compared the fundamentals against 235 industry peers in the Capital Markets industry. Both the health and profitability get an excellent rating, making EVR a very profitable company, without any liquidiy or solvency issues. EVR is growing strongly while it is still valued neutral. This is a good combination! These ratings could make EVR a good candidate for growth and quality investing.
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.
In the past 5 years EVR has always 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 92.77% of its industry peers.
With an excellent Return On Equity value of 29.20%, EVR belongs to the best of the industry, outperforming 94.47% of the companies in the same industry.
EVR has a Return On Invested Capital of 16.65%. This is amongst the best in the industry. EVR outperforms 92.34% of its industry peers.
Measured over the past 3 years, the Average Return On Invested Capital for EVR is significantly above the industry average of 7.17%.
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.
In the last couple of years the Operating Margin of EVR has declined.
EVR has a better Gross Margin (99.08%) than 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.
Compared to 5 years ago, EVR has less shares outstanding
Compared to 1 year ago, EVR has an improved debt to assets ratio.
2.2 Solvency
An Altman-Z score of 6.12 indicates that EVR is not in any danger for bankruptcy at the moment.
EVR has a better Altman-Z score (6.12) than 89.79% 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.
EVR's Debt to FCF ratio of 0.56 is amongst the best of the industry. EVR outperforms 91.49% of its industry peers.
A Debt/Equity ratio of 0.30 indicates that EVR is not too dependend on debt financing.
EVR has a better Debt to Equity ratio (0.30) than 73.62% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.3 | ||
| Debt/FCF | 0.56 | ||
| Altman-Z | 6.12 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
EVR has a Current Ratio of 2.71. This indicates that EVR is financially healthy and has no problem in meeting its short term obligations.
EVR has a Current ratio of 2.71. This is amongst the best in the industry. EVR outperforms 80.43% of its industry peers.
A Quick Ratio of 2.71 indicates that EVR has no problem at all paying its short term obligations.
Looking at the Quick ratio, with a value of 2.71, EVR belongs to the top of the industry, outperforming 80.85% of the companies in the same industry.
| 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%.
Measured over the past years, EVR shows a quite strong growth in Revenue. The Revenue has been growing by 8.11% on average per year.
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.
EVR is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 7.67% yearly.
EPS Next Y44.81%
EPS Next 2Y37.98%
EPS Next 3Y35.09%
EPS Next 5YN/A
Revenue Next Year27.47%
Revenue Next 2Y21.82%
Revenue Next 3Y19.6%
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.
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 28.96 indicates a quite expensive valuation of EVR.
Based on the Price/Earnings ratio, EVR is valued a bit more expensive than 69.36% of the companies in the same industry.
The average S&P500 Price/Earnings ratio is at 27.25. EVR is around the same levels.
Based on the Price/Forward Earnings ratio of 20.73, the valuation of EVR can be described as rather expensive.
EVR's Price/Forward Earnings is on the same level as the industry average.
The average S&P500 Price/Forward Earnings ratio is at 23.98. EVR is around the same levels.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 28.96 | ||
| Fwd PE | 20.73 |
4.2 Price Multiples
EVR's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. EVR is cheaper than 68.94% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 14.39 | ||
| 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.
EVR has a very decent profitability rating, which may justify a higher PE ratio.
EVR's earnings are expected to grow with 35.09% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.65
PEG (5Y)7.2
EPS Next 2Y37.98%
EPS Next 3Y35.09%
5. Dividend
5.1 Amount
With a yearly dividend of 0.92%, EVR is not a good candidate for dividend investing.
Compared to an average industry Dividend Yield of 6.19, EVR is paying slightly less dividend.
With a Dividend Yield of 0.92, EVR pays less dividend than the S&P500 average, which is at 1.92.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.92% |
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.
EVR's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP27.02%
EPS Next 2Y37.98%
EPS Next 3Y35.09%
370.67
+1.66 (+0.45%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners93.51%
Inst Owner Change0.14%
Ins Owners4.95%
Ins Owner Change-0.41%
Market Cap15.20B
Revenue(TTM)3.56B
Net Income(TTM)528.40M
Analysts75.71
Price Target371.92 (0.34%)
Short Float %2.58%
Short Ratio2.61
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.92% |
Yearly Dividend3.58
Dividend Growth(5Y)7.85%
DP27.02%
Div Incr Years16
Div Non Decr Years16
Ex-DateN/A
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)4.81%
PT rev (3m)7.45%
EPS NQ rev (1m)0.92%
EPS NQ rev (3m)-0.03%
EPS NY rev (1m)-0.12%
EPS NY rev (3m)4.05%
Revenue NQ rev (1m)-0.7%
Revenue NQ rev (3m)5.09%
Revenue NY rev (1m)-0.16%
Revenue NY rev (3m)4.92%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 28.96 | ||
| Fwd PE | 20.73 | ||
| P/S | 4.27 | ||
| P/FCF | 14.39 | ||
| P/OCF | 13.39 | ||
| P/B | 8.4 | ||
| P/tB | 9.05 | ||
| EV/EBITDA | N/A |
EPS(TTM)12.8
EY3.45%
EPS(NY)17.88
Fwd EY4.82%
FCF(TTM)25.77
FCFY6.95%
OCF(TTM)27.68
OCFY7.47%
SpS86.85
BVpS44.11
TBVpS40.98
PEG (NY)0.65
PEG (5Y)7.2
Graham Number112.71
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 | 6.12 |
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 Y44.81%
EPS Next 2Y37.98%
EPS Next 3Y35.09%
EPS Next 5YN/A
Revenue 1Y (TTM)27%
Revenue growth 3Y-3.24%
Revenue growth 5Y8.11%
Sales Q2Q%41.59%
Revenue Next Year27.47%
Revenue Next 2Y21.82%
Revenue Next 3Y19.6%
Revenue Next 5Y7.67%
EBIT growth 1Y58.3%
EBIT growth 3Y-21.66%
EBIT growth 5Y3.54%
EBIT Next Year51.02%
EBIT Next 3Y37.25%
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.
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%.