EVERCORE INC - A (EVR) Fundamental Analysis & Valuation

NYSE:EVR • US29977A1051

Current stock price

298.51 USD
+13.29 (+4.66%)
At close:
298.51 USD
0 (0%)
After Hours:

This EVR fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

8

1. EVR Profitability Analysis

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.
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

  • EVR's Return On Assets of 11.05% is amongst the best of the industry. EVR outperforms 86.25% of its industry peers.
  • EVR's Return On Equity of 29.14% is amongst the best of the industry. EVR outperforms 94.58% of its industry peers.
  • EVR has a better Return On Invested Capital (17.79%) than 92.92% 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 7.25%.
  • The last Return On Invested Capital (17.79%) for EVR is above the 3 year average (14.18%), which is a sign of increasing profitability.
Industry RankSector Rank
ROA 11.05%
ROE 29.14%
ROIC 17.79%
ROA(3y)9%
ROA(5y)11.93%
ROE(3y)22.5%
ROE(5y)30.91%
ROIC(3y)14.18%
ROIC(5y)19.92%
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 15.26% is in line compared to the rest of the industry. EVR outperforms 49.17% of its industry peers.
  • In the last couple of years the Profit Margin of EVR has remained more or less at the same level.
  • EVR has a Operating Margin of 20.61%. This is comparable to the rest of the industry: EVR outperforms 46.67% of its industry peers.
  • In the last couple of years the Operating Margin of EVR has declined.
  • The Gross Margin of EVR (99.05%) is better than 100.00% of its industry peers.
  • EVR's Gross Margin has been stable in the last couple of years.
Industry RankSector Rank
OM 20.61%
PM (TTM) 15.26%
GM 99.05%
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

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8

2. EVR Health Analysis

2.1 Basic Checks

  • Compared to 1 year ago, EVR has more shares outstanding
  • The number of shares outstanding for EVR has been reduced compared to 5 years ago.
  • Compared to 1 year ago, EVR has a worse debt to assets ratio.
EVR Yearly Shares OutstandingEVR Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 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 2025 1B 2B 3B 4B 5B

2.2 Solvency

  • An Altman-Z score of 4.51 indicates that EVR is not in any danger for bankruptcy at the moment.
  • EVR's Altman-Z score of 4.51 is amongst the best of the industry. EVR outperforms 83.75% of its industry peers.
  • EVR has a debt to FCF ratio of 0.50. This is a very positive value and a sign of high solvency as it would only need 0.50 years to pay back of all of its debts.
  • Looking at the Debt to FCF ratio, with a value of 0.50, EVR belongs to the top of the industry, outperforming 91.25% of the companies in the same industry.
  • EVR has a Debt/Equity ratio of 0.27. This is a healthy value indicating a solid balance between debt and equity.
  • EVR's Debt to Equity ratio of 0.27 is fine compared to the rest of the industry. EVR outperforms 74.17% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.27
Debt/FCF 0.5
Altman-Z 4.51
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 2025 500M 1B 1.5B 2B

2.3 Liquidity

  • EVR has a Current Ratio of 2.16. This indicates that EVR is financially healthy and has no problem in meeting its short term obligations.
  • EVR has a Current ratio of 2.16. This is in the better half of the industry: EVR outperforms 75.83% of its industry peers.
  • EVR has a Quick Ratio of 2.16. This indicates that EVR is financially healthy and has no problem in meeting its short term obligations.
  • EVR has a better Quick ratio (2.16) than 75.83% of its industry peers.
Industry RankSector Rank
Current Ratio 2.16
Quick Ratio 2.16
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 2025 1B 2B 3B

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7

3. EVR Growth Analysis

3.1 Past

  • EVR shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 54.63%, which is quite impressive.
  • Measured over the past years, EVR shows a quite strong growth in Earnings Per Share. The EPS has been growing by 8.81% on average per year.
  • EVR shows a strong growth in Revenue. In the last year, the Revenue has grown by 29.49%.
  • Measured over the past years, EVR shows a quite strong growth in Revenue. The Revenue has been growing by 11.17% on average per year.
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 24.79% 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 Y27.81%
EPS Next 2Y27.61%
EPS Next 3Y24.79%
EPS Next 5YN/A
Revenue Next Year25.77%
Revenue Next 2Y19.42%
Revenue Next 3Y12.88%
Revenue Next 5Y6.38%

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 decreasing: in the next years the growth will be less than in the last years.
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 2028 5 10 15 20 25

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6

4. EVR Valuation Analysis

4.1 Price/Earnings Ratio

  • EVR is valuated rather expensively with a Price/Earnings ratio of 20.56.
  • Compared to the rest of the industry, the Price/Earnings ratio of EVR indicates a slightly more expensive valuation: EVR is more expensive than 64.17% of the companies listed in the same industry.
  • When comparing the Price/Earnings ratio of EVR to the average of the S&P500 Index (25.35), we can say EVR is valued inline with the index average.
  • Based on the Price/Forward Earnings ratio of 16.08, the valuation of EVR can be described as correct.
  • 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 22.61, EVR is valued a bit cheaper.
Industry RankSector Rank
PE 20.56
Fwd PE 16.08
EVR Price Earnings VS Forward Price EarningsEVR Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

  • EVR's Enterprise Value to EBITDA ratio is rather cheap when compared to the industry. EVR is cheaper than 86.67% of the companies in the same industry.
  • EVR's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. EVR is cheaper than 74.58% of the companies in the same industry.
Industry RankSector Rank
P/FCF 10.59
EV/EBITDA 9.83
EVR Per share dataEVR EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 20 40 60 80

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.
  • EVR has an outstanding profitability rating, which may justify a higher PE ratio.
  • A more expensive valuation may be justified as EVR's earnings are expected to grow with 24.79% in the coming years.
PEG (NY)0.74
PEG (5Y)2.33
EPS Next 2Y27.61%
EPS Next 3Y24.79%

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6

5. EVR Dividend Analysis

5.1 Amount

  • EVR has a Yearly Dividend Yield of 1.18%. Purely for dividend investing, there may be better candidates out there.
  • EVR's Dividend Yield is slightly below the industry average, which is at 6.85.
  • Compared to the average S&P500 Dividend Yield of 1.89, EVR is paying slightly less dividend.
Industry RankSector Rank
Dividend Yield 1.18%

5.2 History

  • On average, the dividend of EVR grows each year by 7.18%, which is quite nice.
  • EVR has paid a dividend for at least 10 years, which is a reliable track record.
  • EVR has not decreased their dividend for at least 10 years, which is a reliable track record.
Dividend Growth(5Y)7.18%
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 24.40% of its income as dividend. This is a sustainable payout ratio.
  • The dividend of EVR is growing, but earnings are growing more, so the dividend growth is sustainable.
DP24.4%
EPS Next 2Y27.61%
EPS Next 3Y24.79%
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

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EVR Fundamentals: All Metrics, Ratios and Statistics

EVERCORE INC - A

NYSE:EVR (3/31/2026, 8:04:00 PM)

After market: 298.51 0 (0%)

298.51

+13.29 (+4.66%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-04
Earnings (Next)04-28
Inst Owners89.2%
Inst Owner Change-0.79%
Ins Owners4.94%
Ins Owner Change1.23%
Market Cap12.52B
Revenue(TTM)3.88B
Net Income(TTM)591.92M
Analysts77.33
Price Target397.46 (33.15%)
Short Float %1.63%
Short Ratio0.98
Dividend
Industry RankSector Rank
Dividend Yield 1.18%
Yearly Dividend3.77
Dividend Growth(5Y)7.18%
DP24.4%
Div Incr Years16
Div Non Decr Years16
Ex-Date02-27
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)15.8%
Min EPS beat(2)5.92%
Max EPS beat(2)25.67%
EPS beat(4)4
Avg EPS beat(4)41.93%
Min EPS beat(4)5.92%
Max EPS beat(4)101.67%
EPS beat(8)8
Avg EPS beat(8)25.05%
EPS beat(12)11
Avg EPS beat(12)16.98%
EPS beat(16)15
Avg EPS beat(16)23.88%
Revenue beat(2)2
Avg Revenue beat(2)14.11%
Min Revenue beat(2)14.07%
Max Revenue beat(2)14.15%
Revenue beat(4)4
Avg Revenue beat(4)13.31%
Min Revenue beat(4)6.13%
Max Revenue beat(4)18.89%
Revenue beat(8)7
Avg Revenue beat(8)8.68%
Revenue beat(12)9
Avg Revenue beat(12)6.56%
Revenue beat(16)13
Avg Revenue beat(16)10.1%
PT rev (1m)-3.68%
PT rev (3m)6.87%
EPS NQ rev (1m)4.47%
EPS NQ rev (3m)6.28%
EPS NY rev (1m)3.51%
EPS NY rev (3m)3.81%
Revenue NQ rev (1m)3.53%
Revenue NQ rev (3m)10.78%
Revenue NY rev (1m)-0.72%
Revenue NY rev (3m)7.85%
Valuation
Industry RankSector Rank
PE 20.56
Fwd PE 16.08
P/S 3.23
P/FCF 10.59
P/OCF 9.97
P/B 6.16
P/tB 7.07
EV/EBITDA 9.83
EPS(TTM)14.52
EY4.86%
EPS(NY)18.56
Fwd EY6.22%
FCF(TTM)28.19
FCFY9.44%
OCF(TTM)29.95
OCFY10.03%
SpS92.49
BVpS48.43
TBVpS42.21
PEG (NY)0.74
PEG (5Y)2.33
Graham Number125.78
Profitability
Industry RankSector Rank
ROA 11.05%
ROE 29.14%
ROCE 22.37%
ROIC 17.79%
ROICexc 111.99%
ROICexgc 207.1%
OM 20.61%
PM (TTM) 15.26%
GM 99.05%
FCFM 30.48%
ROA(3y)9%
ROA(5y)11.93%
ROE(3y)22.5%
ROE(5y)30.91%
ROIC(3y)14.18%
ROIC(5y)19.92%
ROICexc(3y)75.64%
ROICexc(5y)193.82%
ROICexgc(3y)117.32%
ROICexgc(5y)1367.83%
ROCE(3y)17.83%
ROCE(5y)25.05%
ROICexgc growth 3Y7.22%
ROICexgc growth 5Y5.42%
ROICexc growth 3Y-2.92%
ROICexc growth 5Y0.45%
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-Score7
Asset Turnover0.72
Health
Industry RankSector Rank
Debt/Equity 0.27
Debt/FCF 0.5
Debt/EBITDA 0.67
Cap/Depr 702.31%
Cap/Sales 1.91%
Interest Coverage 40.2
Cash Conversion 155.06%
Profit Quality 199.77%
Current Ratio 2.16
Quick Ratio 2.16
Altman-Z 4.51
F-Score7
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)1.24%
Cap/Sales(5y)1.08%
Profit Quality(3y)208.15%
Profit Quality(5y)182.89%
High Growth Momentum
Growth
EPS 1Y (TTM)54.63%
EPS 3Y6.71%
EPS 5Y8.81%
EPS Q2Q%50.44%
EPS Next Y27.81%
EPS Next 2Y27.61%
EPS Next 3Y24.79%
EPS Next 5YN/A
Revenue 1Y (TTM)29.49%
Revenue growth 3Y11.77%
Revenue growth 5Y11.17%
Sales Q2Q%32.39%
Revenue Next Year25.77%
Revenue Next 2Y19.42%
Revenue Next 3Y12.88%
Revenue Next 5Y6.38%
EBIT growth 1Y49.71%
EBIT growth 3Y4.58%
EBIT growth 5Y6.87%
EBIT Next Year51.93%
EBIT Next 3Y24%
EBIT Next 5Y11.38%
FCF growth 1Y23.42%
FCF growth 3Y32.51%
FCF growth 5Y5.03%
OCF growth 1Y27.15%
OCF growth 3Y33.22%
OCF growth 5Y5.13%

EVERCORE INC - A / EVR Fundamental Analysis 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 6 / 10 to EVERCORE INC - A (EVR). This can be considered as Fairly Valued.


Can you provide the profitability details for EVERCORE INC - A?

EVERCORE INC - A (EVR) has a profitability rating of 8 / 10.


How financially healthy is EVERCORE INC - A?

The financial health rating of EVERCORE INC - A (EVR) is 8 / 10.


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 24.4%.