EVERCORE INC - A (EVR)
US29977A1051 - Common Stock
Taking everything into account, EVR scores 7 out of 10 in our fundamental rating. EVR was compared to 220 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 valued too expensively and it also shows a decent growth rate. With these ratings, EVR could be worth investigating further for 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.
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 has a Return On Assets of 8.99%. This is amongst the best in the industry. EVR outperforms 84.33% of its industry peers.
EVR has a better Return On Equity (20.59%) than 87.56% of its industry peers.
EVR has a better Return On Invested Capital (12.32%) than 88.02% 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 7.00%.
The last Return On Invested Capital (12.32%) for EVR is well below the 3 year average (21.67%), which needs to be investigated, but indicates that EVR had better years and this may not be a problem.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 8.99% | ||
| ROE | 20.59% | ||
| ROIC | 12.32% |
ROA(3y)13.17%
ROA(5y)12.27%
ROE(3y)34.42%
ROE(5y)33.19%
ROIC(3y)21.67%
ROIC(5y)20.34%
1.3 Margins
The Profit Margin of EVR (11.43%) is comparable to the rest of the industry.
EVR's Profit Margin has declined in the last couple of years.
With a Operating Margin value of 15.66%, EVR is not doing good in the industry: 65.44% of the companies in the same industry are doing better.
EVR's Operating Margin has declined in the last couple of years.
EVR has a better Gross Margin (98.93%) than 98.16% of its industry peers.
EVR's Gross Margin has been stable in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 15.66% | ||
| PM (TTM) | 11.43% | ||
| GM | 98.93% |
OM growth 3Y-16.1%
OM growth 5Y-10.82%
PM growth 3Y-11.99%
PM growth 5Y-10.4%
GM growth 3Y-0.08%
GM growth 5Y-0.07%
2. Health
2.1 Basic Checks
EVR has less shares outstanding than it did 1 year ago.
Compared to 5 years ago, EVR has less shares outstanding
EVR has a better debt/assets ratio than last year.
2.2 Solvency
An Altman-Z score of 5.62 indicates that EVR is not in any danger for bankruptcy at the moment.
The Altman-Z score of EVR (5.62) is better than 89.40% of its industry peers.
The Debt to FCF ratio of EVR is 0.54, which is an excellent value as it means it would take EVR, only 0.54 years of fcf income to pay off all of its debts.
EVR's Debt to FCF ratio of 0.54 is amongst the best of the industry. EVR outperforms 88.94% of its industry peers.
EVR has a Debt/Equity ratio of 0.22. This is a healthy value indicating a solid balance between debt and equity.
EVR has a better Debt to Equity ratio (0.22) than 79.26% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.22 | ||
| Debt/FCF | 0.54 | ||
| Altman-Z | 5.62 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
EVR has a Current Ratio of 2.98. This indicates that EVR is financially healthy and has no problem in meeting its short term obligations.
Looking at the Current ratio, with a value of 2.98, EVR is in the better half of the industry, outperforming 79.72% of the companies in the same industry.
A Quick Ratio of 2.98 indicates that EVR has no problem at all paying its short term obligations.
Looking at the Quick ratio, with a value of 2.98, EVR is in the better half of the industry, outperforming 79.72% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 2.98 | ||
| Quick Ratio | 2.98 |
3. Growth
3.1 Past
EVR shows a small growth in Earnings Per Share. In the last year, the EPS has grown by 1.01%.
Measured over the past years, EVR shows a decrease in Earnings Per Share. The EPS has been decreasing by -6.58% on average per year.
EVR shows quite a strong growth in Revenue. In the last year, the Revenue has grown by 12.67%.
EVR shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 3.24% yearly.
EPS 1Y (TTM)1.01%
EPS 3Y-12.22%
EPS 5Y-6.58%
EPS Q2Q%56.92%
Revenue 1Y (TTM)12.67%
Revenue growth 3Y2.24%
Revenue growth 5Y3.24%
Sales Q2Q%28.38%
3.2 Future
The Earnings Per Share is expected to grow by 43.67% on average over the next years. This is a very strong growth
The Revenue is expected to grow by 7.10% on average over the next years.
EPS Next Y41.36%
EPS Next 2Y48.43%
EPS Next 3Y43.67%
EPS Next 5YN/A
Revenue Next Year22.78%
Revenue Next 2Y22.92%
Revenue Next 3Y20.08%
Revenue Next 5Y7.1%
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 accelerating: in the next years the growth will be better than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
A Price/Earnings ratio of 34.48 indicates a quite expensive valuation of EVR.
Based on the Price/Earnings ratio, EVR is valued a bit more expensive than 76.04% of the companies in the same industry.
When comparing the Price/Earnings ratio of EVR to the average of the S&P500 Index (27.73), we can say EVR is valued slightly more expensively.
EVR is valuated rather expensively with a Price/Forward Earnings ratio of 19.44.
EVR's Price/Forward Earnings is on the same level as the industry average.
EVR is valuated at similar levels of the S&P average when we compare the Price/Forward Earnings ratio to 22.83, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 34.48 | ||
| Fwd PE | 19.44 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, EVR is valued a bit cheaper than the industry average as 71.43% of the companies are valued more expensively.
Compared to the rest of the industry, the Price/Free Cash Flow ratio of EVR indicates a somewhat cheap valuation: EVR is cheaper than 60.37% of the companies listed in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 15.02 | ||
| EV/EBITDA | 17.4 |
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.
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 43.67% in the coming years.
PEG (NY)0.83
PEG (5Y)N/A
EPS Next 2Y48.43%
EPS Next 3Y43.67%
5. Dividend
5.1 Amount
EVR has a Yearly Dividend Yield of 1.07%. Purely for dividend investing, there may be better candidates out there.
Compared to an average industry Dividend Yield of 9.13, EVR is paying slightly less dividend.
Compared to an average S&P500 Dividend Yield of 2.24, EVR's dividend is way lower than the S&P500 average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.07% |
5.2 History
The dividend of EVR is nicely growing with an annual growth rate of 11.36%!
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)11.36%
Div Incr Years16
Div Non Decr Years16
5.3 Sustainability
EVR pays out 41.73% of its income as dividend. This is a bit on the high side, but may be sustainable.
The dividend of EVR is growing, but earnings are growing more, so the dividend growth is sustainable.
DP41.73%
EPS Next 2Y48.43%
EPS Next 3Y43.67%
EVERCORE INC - A
NYSE:EVR (12/20/2024, 8:07:50 PM)
After market: 275.84 0 (0%)275.84
+5.27 (+1.95%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners86.23%
Inst Owner Change-2.31%
Ins Owners9.12%
Ins Owner Change-4.87%
Market Cap10.50B
Analysts73.85
Price Target296.09 (7.34%)
Short Float %2.3%
Short Ratio2.31
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.07% |
Dividend Growth(5Y)11.36%
DP41.73%
Div Incr Years16
Div Non Decr Years16
Ex-Date
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)6.61%
Min EPS beat(2)3.1%
Max EPS beat(2)10.12%
EPS beat(4)4
Avg EPS beat(4)8.42%
Min EPS beat(4)0.82%
Max EPS beat(4)19.66%
EPS beat(8)7
Avg EPS beat(8)6.43%
EPS beat(12)11
Avg EPS beat(12)20.93%
EPS beat(16)15
Avg EPS beat(16)30.27%
Revenue beat(2)2
Avg Revenue beat(2)7.57%
Min Revenue beat(2)2.65%
Max Revenue beat(2)12.5%
Revenue beat(4)3
Avg Revenue beat(4)3.93%
Min Revenue beat(4)-8.62%
Max Revenue beat(4)12.5%
Revenue beat(8)5
Avg Revenue beat(8)4.57%
Revenue beat(12)9
Avg Revenue beat(12)10.25%
Revenue beat(16)13
Avg Revenue beat(16)15.01%
PT rev (1m)6.05%
PT rev (3m)13.32%
EPS NQ rev (1m)-0.04%
EPS NQ rev (3m)-23.35%
EPS NY rev (1m)0%
EPS NY rev (3m)-7.97%
Revenue NQ rev (1m)0.03%
Revenue NQ rev (3m)-3.12%
Revenue NY rev (1m)0%
Revenue NY rev (3m)-1.31%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 34.48 | ||
| Fwd PE | 19.44 | ||
| P/S | 3.74 | ||
| P/FCF | 15.02 | ||
| P/OCF | 14.64 | ||
| P/B | 6.75 | ||
| P/tB | 7.35 | ||
| EV/EBITDA | 17.4 |
EPS(TTM)8
EY2.9%
EPS(NY)14.19
Fwd EY5.14%
FCF(TTM)18.36
FCFY6.66%
OCF(TTM)18.84
OCFY6.83%
SpS73.68
BVpS40.89
TBVpS37.54
PEG (NY)0.83
PEG (5Y)N/A
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 8.99% | ||
| ROE | 20.59% | ||
| ROCE | 16.06% | ||
| ROIC | 12.32% | ||
| ROICexc | 36.82% | ||
| ROICexgc | 42.78% | ||
| OM | 15.66% | ||
| PM (TTM) | 11.43% | ||
| GM | 98.93% | ||
| FCFM | 24.92% |
ROA(3y)13.17%
ROA(5y)12.27%
ROE(3y)34.42%
ROE(5y)33.19%
ROIC(3y)21.67%
ROIC(5y)20.34%
ROICexc(3y)250.87%
ROICexc(5y)181.71%
ROICexgc(3y)2100.73%
ROICexgc(5y)1303.62%
ROCE(3y)28.24%
ROCE(5y)26.57%
ROICexcg growth 3Y-34.15%
ROICexcg growth 5Y-29.97%
ROICexc growth 3Y-29.78%
ROICexc growth 5Y-23.37%
OM growth 3Y-16.1%
OM growth 5Y-10.82%
PM growth 3Y-11.99%
PM growth 5Y-10.4%
GM growth 3Y-0.08%
GM growth 5Y-0.07%
F-Score7
Asset Turnover0.79
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.22 | ||
| Debt/FCF | 0.54 | ||
| Debt/EBITDA | 0.78 | ||
| Cap/Depr | -428.82% | ||
| Cap/Sales | 0.65% | ||
| Interest Coverage | 27.16 | ||
| Cash Conversion | 164.88% | ||
| Profit Quality | 218.08% | ||
| Current Ratio | 2.98 | ||
| Quick Ratio | 2.98 | ||
| Altman-Z | 5.62 |
F-Score7
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)339.36%
Cap/Depr(5y)278.81%
Cap/Sales(3y)0.83%
Cap/Sales(5y)1.66%
Profit Quality(3y)153.8%
Profit Quality(5y)174.23%
High Growth Momentum
Growth
EPS 1Y (TTM)1.01%
EPS 3Y-12.22%
EPS 5Y-6.58%
EPS Q2Q%56.92%
EPS Next Y41.36%
EPS Next 2Y48.43%
EPS Next 3Y43.67%
EPS Next 5YN/A
Revenue 1Y (TTM)12.67%
Revenue growth 3Y2.24%
Revenue growth 5Y3.24%
Sales Q2Q%28.38%
Revenue Next Year22.78%
Revenue Next 2Y22.92%
Revenue Next 3Y20.08%
Revenue Next 5Y7.1%
EBIT growth 1Y-3.87%
EBIT growth 3Y-14.22%
EBIT growth 5Y-7.92%
EBIT Next Year48.98%
EBIT Next 3Y46.83%
EBIT Next 5Y21.61%
FCF growth 1Y-29.28%
FCF growth 3Y-22.07%
FCF growth 5Y-11.71%
OCF growth 1Y-29.12%
OCF growth 3Y-22.36%
OCF growth 5Y-11.63%