EVERCORE INC - A (EVR) Stock Fundamental Analysis
USA - NYSE:EVR - US29977A1051 - Common Stock
300.21 USD
+5.65 (+1.92%)
300.21 USD
0 (0%)
EVR gets a fundamental rating of 7 out of 10. The analysis compared the fundamentals against 237 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 growing strongly while it is still valued neutral. This is a good combination! This makes EVR very considerable 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.
Each year in the past 5 years EVR has been profitable.
Each year in the past 5 years EVR had a positive operating cash flow.
1.2 Ratios
With an excellent Return On Assets value of 12.53%, EVR belongs to the best of the industry, outperforming 92.83% of the companies in the same industry.
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.
Looking at the Return On Invested Capital, with a value of 16.74%, EVR belongs to the top of the industry, outperforming 91.98% of the companies in the same industry.
EVR had an Average Return On Invested Capital over the past 3 years of 15.25%. This is significantly above the industry average of 7.59%.
The 3 year average ROIC (15.25%) for EVR is below the current ROIC(16.74%), indicating increased profibility in the last year.
| 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
With a Profit Margin value of 14.20%, EVR perfoms like the industry average, outperforming 49.79% of the companies in the same industry.
In the last couple of years the Profit Margin of EVR has declined.
EVR's Operating Margin of 18.59% is in line compared to the rest of the industry. EVR outperforms 41.35% of its industry peers.
EVR's Operating Margin has declined in the last couple of years.
EVR's Gross Margin of 99.07% is amongst the best of the industry. EVR outperforms 99.58% of its industry peers.
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
EVR has more shares outstanding than it did 1 year ago.
EVR has less shares outstanding than it did 5 years ago.
EVR has a better debt/assets ratio than last year.
2.2 Solvency
EVR has an Altman-Z score of 6.43. This indicates that EVR is financially healthy and has little risk of bankruptcy at the moment.
The Altman-Z score of EVR (6.43) is better than 88.61% of its industry peers.
EVR has a debt to FCF ratio of 0.51. This is a very positive value and a sign of high solvency as it would only need 0.51 years to pay back of all of its debts.
With an excellent Debt to FCF ratio value of 0.51, EVR belongs to the best of the industry, outperforming 92.41% of the companies in the same industry.
A Debt/Equity ratio of 0.18 indicates that EVR is not too dependend on debt financing.
EVR has a better Debt to Equity ratio (0.18) than 75.53% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.18 | ||
| Debt/FCF | 0.51 | ||
| Altman-Z | 6.43 |
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.
The Current ratio of EVR (2.82) is better than 79.32% of its industry peers.
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.
Looking at the Quick ratio, with a value of 2.82, EVR is in the better half of the industry, outperforming 79.75% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 2.82 | ||
| Quick Ratio | 2.82 |
3. Growth
3.1 Past
The Earnings Per Share has grown by an impressive 60.00% over the past year.
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!
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
EVR is expected to show a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 32.52% yearly.
EVR is expected to show quite a strong growth in Revenue. In the coming years, the Revenue will grow by 19.82% yearly.
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 5YN/A
3.3 Evolution
The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
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
EVR is valuated rather expensively with a Price/Earnings ratio of 23.45.
64.56% of the companies in the same industry are cheaper than EVR, based on the Price/Earnings ratio.
EVR is valuated at similar levels of the S&P average when we compare the Price/Earnings ratio to 26.51, which is the current average of the S&P500 Index.
Based on the Price/Forward Earnings ratio of 17.36, the valuation of EVR can be described as rather expensive.
The rest of the industry has a similar Price/Forward Earnings ratio as EVR.
EVR is valuated rather cheaply when we compare the Price/Forward Earnings ratio to 22.53, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 23.45 | ||
| Fwd PE | 17.36 |
4.2 Price Multiples
EVR's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. EVR is cheaper than 60.76% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 16.56 | ||
| 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.
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)0.55
PEG (5Y)5.83
EPS Next 2Y35.71%
EPS Next 3Y32.52%
5. Dividend
5.1 Amount
EVR has a Yearly Dividend Yield of 1.12%. Purely for dividend investing, there may be better candidates out there.
EVR's Dividend Yield is slightly below the industry average, which is at 8.38.
Compared to an average S&P500 Dividend Yield of 2.38, EVR's dividend is way lower than the S&P500 average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.12% |
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 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
30.46% of the earnings are spent on dividend by EVR. This is a low number and sustainable payout ratio.
The dividend of EVR is growing, but earnings are growing more, so the dividend growth is sustainable.
DP30.46%
EPS Next 2Y35.71%
EPS Next 3Y32.52%
300.21
+5.65 (+1.92%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners93.92%
Inst Owner Change-0.99%
Ins Owners4.96%
Ins Owner Change-0.23%
Market Cap12.29B
Revenue(TTM)3.56B
Net Income(TTM)462.21M
Analysts77.14
Price Target359.17 (19.64%)
Short Float %2.48%
Short Ratio2.21
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.12% |
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)14.43%
EPS NQ rev (1m)17.19%
EPS NQ rev (3m)25.87%
EPS NY rev (1m)3.92%
EPS NY rev (3m)18.97%
Revenue NQ rev (1m)6.9%
Revenue NQ rev (3m)7.2%
Revenue NY rev (1m)1.49%
Revenue NY rev (3m)9.9%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 23.45 | ||
| Fwd PE | 17.36 | ||
| P/S | 3.78 | ||
| P/FCF | 16.56 | ||
| P/OCF | 15.19 | ||
| P/B | 7.43 | ||
| P/tB | 8.05 | ||
| EV/EBITDA | N/A |
EPS(TTM)12.8
EY4.26%
EPS(NY)17.29
Fwd EY5.76%
FCF(TTM)18.13
FCFY6.04%
OCF(TTM)19.76
OCFY6.58%
SpS79.51
BVpS40.43
TBVpS37.27
PEG (NY)0.55
PEG (5Y)5.83
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 | 6.43 |
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 5YN/A
EBIT growth 1Y56.4%
EBIT growth 3Y-21.66%
EBIT growth 5Y3.54%
EBIT Next Year38.92%
EBIT Next 3Y38.36%
EBIT Next 5YN/A
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 23.45 and the Price/Book (PB) ratio is 7.43.
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%.