EVERCORE INC - A (EVR) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:EVR - US29977A1051 - Common Stock
369.01 USD
+3.34 (+0.91%)
369.01 USD
0 (0%)
We assign a fundamental rating of 7 out of 10 to EVR. EVR was compared to 235 industry peers in the Capital Markets industry. EVR scores excellent points on both the profitability and health parts. This is a solid base for a good stock. EVR is showing excellent growth while it is valued at reasonable prices. Keep and eye on this one! These ratings could make EVR a good candidate for growth and quality investing.
1. Profitability
1.1 Basic Checks
In the past year EVR was profitable.
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's Return On Assets of 11.95% is amongst the best of the industry. EVR outperforms 92.77% of its industry peers.
The Return On Equity of EVR (29.20%) is better than 94.47% of its industry peers.
EVR's Return On Invested Capital of 16.65% is amongst the best of the industry. EVR outperforms 92.34% of its industry peers.
The Average Return On Invested Capital over the past 3 years for EVR is significantly above the industry average of 7.17%.
The last Return On Invested Capital (16.65%) for EVR is above the 3 year average (15.25%), which is a sign of increasing profitability.
| 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's Profit Margin of 14.83% is in line compared to the rest of the industry. EVR outperforms 50.64% of its industry peers.
In the last couple of years the Profit Margin of EVR has declined.
With a Operating Margin value of 19.52%, EVR perfoms like the industry average, outperforming 44.68% of the companies in the same industry.
In the last couple of years the Operating Margin of EVR has declined.
With an excellent Gross Margin value of 99.08%, EVR belongs to the best of the industry, outperforming 100.00% of the companies in the same industry.
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
The number of shares outstanding for EVR has been increased compared to 1 year ago.
EVR has less shares outstanding than it did 5 years ago.
The debt/assets ratio for EVR has been reduced compared to a year ago.
2.2 Solvency
EVR has an Altman-Z score of 6.10. This indicates that EVR is financially healthy and has little risk of bankruptcy at the moment.
Looking at the Altman-Z score, with a value of 6.10, EVR belongs to the top of the industry, outperforming 89.79% of the companies in the same industry.
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 has a Debt to FCF ratio of 0.56. This is amongst the best in the industry. EVR outperforms 91.49% of its industry peers.
EVR has a Debt/Equity ratio of 0.30. This is a healthy value indicating a solid balance between debt and equity.
The Debt to Equity ratio of EVR (0.30) is better than 73.62% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.3 | ||
| Debt/FCF | 0.56 | ||
| Altman-Z | 6.1 |
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 better Current ratio (2.71) than 80.00% of its industry peers.
EVR has a Quick Ratio of 2.71. This indicates that EVR is financially healthy and has no problem in meeting its short term obligations.
EVR's Quick ratio of 2.71 is amongst the best of the industry. EVR outperforms 80.43% of its industry peers.
| 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.
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
The Earnings Per Share is expected to grow by 35.09% on average over the next years. This is a very strong growth
Based on estimates for the next years, EVR will show a small growth in Revenue. The Revenue will grow by 7.67% on average per year.
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.
When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.
4. Valuation
4.1 Price/Earnings Ratio
EVR is valuated quite expensively with a Price/Earnings ratio of 28.83.
Based on the Price/Earnings ratio, EVR is valued a bit more expensive than the industry average as 68.94% of the companies are valued more cheaply.
When comparing the Price/Earnings ratio of EVR to the average of the S&P500 Index (27.19), we can say EVR is valued inline with the index average.
Based on the Price/Forward Earnings ratio of 20.64, the valuation of EVR can be described as rather expensive.
EVR's Price/Forward Earnings ratio is in line with the industry average.
Compared to an average S&P500 Price/Forward Earnings ratio of 23.92, EVR is valued at the same level.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 28.83 | ||
| Fwd PE | 20.64 |
4.2 Price Multiples
Based on the Price/Free Cash Flow ratio, EVR is valued a bit cheaper than the industry average as 69.79% of the companies are valued more expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 14.32 | ||
| 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.
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)0.64
PEG (5Y)7.17
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.
EVR's Dividend Yield is slightly below the industry average, which is at 6.19.
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 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)7.85%
Div Incr Years16
Div Non Decr Years16
5.3 Sustainability
EVR pays out 27.02% 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.
DP27.02%
EPS Next 2Y37.98%
EPS Next 3Y35.09%
369.01
+3.34 (+0.91%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners93.51%
Inst Owner Change0%
Ins Owners4.95%
Ins Owner Change-0.41%
Market Cap15.14B
Revenue(TTM)3.56B
Net Income(TTM)528.40M
Analysts75.71
Price Target371.92 (0.79%)
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 | 28.83 | ||
| Fwd PE | 20.64 | ||
| P/S | 4.25 | ||
| P/FCF | 14.32 | ||
| P/OCF | 13.33 | ||
| P/B | 8.37 | ||
| P/tB | 9.01 | ||
| EV/EBITDA | N/A |
EPS(TTM)12.8
EY3.47%
EPS(NY)17.88
Fwd EY4.84%
FCF(TTM)25.77
FCFY6.98%
OCF(TTM)27.68
OCFY7.5%
SpS86.85
BVpS44.11
TBVpS40.98
PEG (NY)0.64
PEG (5Y)7.17
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 | 6.1 |
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%.