EVERCORE INC - A (EVR) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:EVR - US29977A1051 - Common Stock
363.9 USD
+1.9 (+0.52%)
363.9 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. EVR gets an excellent profitability rating and is at the same time showing great financial health properties. EVR is not priced too expensively while it is growing strongly. 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
- EVR had positive earnings in the past year.
- In the past year EVR had a positive cash flow from operations.
- 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
- The Return On Assets of EVR (11.95%) is better than 89.03% of its industry peers.
- The Return On Equity of EVR (29.20%) is better than 94.09% of its industry peers.
- EVR's Return On Invested Capital of 16.65% is amongst the best of the industry. EVR outperforms 91.98% 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 7.27%.
- The 3 year average ROIC (15.25%) for EVR is below the current ROIC(16.65%), indicating increased profibility in the last year.
| 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
- With a Profit Margin value of 14.83%, EVR perfoms like the industry average, outperforming 47.26% 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 19.52% is in line compared to the rest of the industry. EVR outperforms 44.30% of its industry peers.
- EVR's Operating Margin has declined in the last couple of years.
- EVR has a better Gross Margin (99.08%) than 100.00% 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 | 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.
- The number of shares outstanding for EVR has been reduced compared to 5 years ago.
- EVR has a better debt/assets ratio than last year.
2.2 Solvency
- An Altman-Z score of 6.05 indicates that EVR is not in any danger for bankruptcy at the moment.
- Looking at the Altman-Z score, with a value of 6.05, EVR belongs to the top of the industry, outperforming 89.03% of the companies in the same industry.
- The Debt to FCF ratio of EVR is 0.56, which is an excellent value as it means it would take EVR, only 0.56 years of fcf income to pay off all of its debts.
- EVR has a better Debt to FCF ratio (0.56) than 91.56% 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 72.57% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.3 | ||
| Debt/FCF | 0.56 | ||
| Altman-Z | 6.05 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
- A Current Ratio of 2.71 indicates that EVR has no problem at all paying its short term obligations.
- EVR's Current ratio of 2.71 is fine compared to the rest of the industry. EVR outperforms 79.75% of its industry peers.
- A Quick Ratio of 2.71 indicates that EVR has no problem at all paying its short term obligations.
- EVR has a better Quick ratio (2.71) than 80.17% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 2.71 | ||
| Quick Ratio | 2.71 |
3. Growth
3.1 Past
- The Earnings Per Share has grown by an impressive 60.00% over the past year.
- The Earnings Per Share has been growing slightly by 4.02% on average over the past years.
- 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 35.40% on average over the next years. This is a very strong growth
- The Revenue is expected to grow by 7.67% on average over the next years.
EPS Next Y44.45%
EPS Next 2Y38.73%
EPS Next 3Y35.4%
EPS Next 5YN/A
Revenue Next Year27.06%
Revenue Next 2Y22.27%
Revenue Next 3Y19.97%
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 28.43 indicates a quite expensive valuation of EVR.
- Compared to the rest of the industry, the Price/Earnings ratio of EVR indicates a slightly more expensive valuation: EVR is more expensive than 72.15% of the companies listed in the same industry.
- Compared to an average S&P500 Price/Earnings ratio of 27.25, EVR is valued at the same level.
- Based on the Price/Forward Earnings ratio of 20.14, the valuation of EVR can be described as rather expensive.
- EVR's Price/Forward Earnings ratio is in line with the industry average.
- EVR's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 25.98.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 28.43 | ||
| Fwd PE | 20.14 |
4.2 Price Multiples
- EVR's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. EVR is cheaper than 72.15% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 14.12 | ||
| 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 35.40% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.64
PEG (5Y)7.07
EPS Next 2Y38.73%
EPS Next 3Y35.4%
5. Dividend
5.1 Amount
- With a yearly dividend of 0.90%, EVR is not a good candidate for dividend investing.
- EVR's Dividend Yield is slightly below the industry average, which is at 5.87.
- With a Dividend Yield of 0.90, EVR pays less dividend than the S&P500 average, which is at 1.82.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.9% |
5.2 History
- The dividend of EVR is nicely growing with an annual growth rate of 7.85%!
- EVR has been paying a dividend for at least 10 years, so it has 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.
- EVR's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP27.02%
EPS Next 2Y38.73%
EPS Next 3Y35.4%
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 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 expected EPS growth for EVR stock?
The Earnings per Share (EPS) of EVERCORE INC - A (EVR) is expected to grow by 44.45% 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%.