EVERCORE INC - A (EVR) Stock Fundamental Analysis
USA - NYSE:EVR - US29977A1051 - Common Stock
307.75 USD
+1.14 (+0.37%)
307.75 USD
0 (0%)
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. Both the health and profitability get an excellent rating, making EVR a very profitable company, without any liquidiy or solvency issues. EVR is not priced too expensively while it is growing strongly. Keep and eye on this one! These ratings would make EVR suitable 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.
EVR had positive earnings in each of the past 5 years.
EVR had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
EVR has a better Return On Assets (12.53%) than 92.83% of its industry peers.
With an excellent Return On Equity value of 27.93%, EVR belongs to the best of the industry, outperforming 93.67% of the companies in the same industry.
With an excellent Return On Invested Capital value of 16.74%, EVR belongs to the best of the industry, outperforming 91.98% of the companies in the same industry.
The Average Return On Invested Capital over the past 3 years for EVR is significantly above the industry average of 7.47%.
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
EVR has a Profit Margin (14.20%) which is in line with its industry peers.
EVR's Profit Margin has declined in the last couple of years.
EVR's Operating Margin of 18.59% is in line compared to the rest of the industry. EVR outperforms 43.46% 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 99.07%, 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
Compared to 1 year ago, EVR has more shares outstanding
EVR has less shares outstanding than it did 5 years ago.
Compared to 1 year ago, EVR has an improved debt to assets ratio.
2.2 Solvency
An Altman-Z score of 6.51 indicates that EVR is not in any danger for bankruptcy at the moment.
EVR's Altman-Z score of 6.51 is amongst the best of the industry. EVR outperforms 89.45% of its industry peers.
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.
EVR has a better Debt to FCF ratio (0.51) than 92.41% of its industry peers.
A Debt/Equity ratio of 0.18 indicates that EVR is not too dependend on debt financing.
With a decent Debt to Equity ratio value of 0.18, EVR is doing good in the industry, outperforming 75.11% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.18 | ||
| Debt/FCF | 0.51 | ||
| Altman-Z | 6.51 |
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.
With an excellent Current ratio value of 2.82, EVR belongs to the best of the industry, outperforming 80.59% of the companies in the same industry.
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.
The Quick ratio of EVR (2.82) is better than 81.01% of its industry peers.
| 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.
The Revenue is expected to grow by 7.67% on average over the next years.
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.
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 24.04 indicates a rather expensive valuation of EVR.
Based on the Price/Earnings ratio, EVR is valued a bit more expensive than 64.56% of the companies in the same industry.
EVR is valuated at similar levels of the S&P average when we compare the Price/Earnings ratio to 25.89, which is the current average of the S&P500 Index.
With a Price/Forward Earnings ratio of 17.80, EVR is valued on the expensive side.
The rest of the industry has a similar Price/Forward Earnings ratio as EVR.
EVR's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 34.59.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 24.04 | ||
| Fwd PE | 17.8 |
4.2 Price Multiples
60.76% 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 | 16.98 | ||
| 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.
The decent profitability rating of EVR 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%.
Compared to an average industry Dividend Yield of 8.45, EVR is paying slightly less dividend.
Compared to an average S&P500 Dividend Yield of 2.42, EVR's dividend is way lower than the S&P500 average.
| 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 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
5.3 Sustainability
EVR pays out 30.46% 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.
DP30.46%
EPS Next 2Y35.71%
EPS Next 3Y32.52%
307.75
+1.14 (+0.37%)
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 Cap12.60B
Revenue(TTM)3.56B
Net Income(TTM)462.21M
Analysts77.14
Price Target359.17 (16.71%)
Short Float %2.48%
Short Ratio2.21
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.1% |
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 | 24.04 | ||
| Fwd PE | 17.8 | ||
| P/S | 3.87 | ||
| P/FCF | 16.98 | ||
| P/OCF | 15.57 | ||
| P/B | 7.61 | ||
| P/tB | 8.26 | ||
| EV/EBITDA | N/A |
EPS(TTM)12.8
EY4.16%
EPS(NY)17.29
Fwd EY5.62%
FCF(TTM)18.13
FCFY5.89%
OCF(TTM)19.76
OCFY6.42%
SpS79.51
BVpS40.43
TBVpS37.27
PEG (NY)0.56
PEG (5Y)5.98
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 | 6.51 |
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 24.04 and the Price/Book (PB) ratio is 7.61.
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%.