EVERCORE INC - A (EVR) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:EVR - US29977A1051 - Common Stock
362 USD
-10 (-2.69%)
362 USD
0 (0%)
EVR gets a fundamental rating of 7 out of 10. The analysis compared the fundamentals against 238 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 not priced too expensively while it is growing strongly. Keep and eye on this one! With these ratings, EVR could be worth investigating further for growth and quality investing!.
1. Profitability
1.1 Basic Checks
- In the past year EVR was profitable.
- In the past year EVR had a positive cash flow from operations.
- EVR had positive earnings in each of the past 5 years.
- 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 89.08% of its industry peers.
- EVR has a Return On Equity of 29.20%. This is amongst the best in the industry. EVR outperforms 94.12% of its industry peers.
- EVR's Return On Invested Capital of 16.65% is amongst the best of the industry. EVR outperforms 92.02% 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
- EVR's Profit Margin of 14.83% is in line compared to the rest of the industry. EVR outperforms 47.48% of its industry peers.
- In the last couple of years the Profit Margin of EVR has declined.
- The Operating Margin of EVR (19.52%) is comparable to the rest of the industry.
- In the last couple of years the Operating Margin of EVR has declined.
- 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
- Compared to 1 year ago, EVR has more shares outstanding
- Compared to 5 years ago, EVR has less shares outstanding
- EVR has a better debt/assets ratio than last year.
2.2 Solvency
- An Altman-Z score of 6.13 indicates that EVR is not in any danger for bankruptcy at the moment.
- EVR's Altman-Z score of 6.13 is amongst the best of the industry. EVR outperforms 89.08% of its industry peers.
- 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 better Debt to FCF ratio (0.56) than 91.60% 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.
- EVR's Debt to Equity ratio of 0.30 is fine compared to the rest of the industry. EVR outperforms 72.69% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.3 | ||
| Debt/FCF | 0.56 | ||
| Altman-Z | 6.13 |
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.
- Looking at the Current ratio, with a value of 2.71, EVR is in the better half of the industry, outperforming 79.83% of the companies in the same industry.
- A Quick Ratio of 2.71 indicates that EVR has no problem at all paying its short term obligations.
- With an excellent Quick ratio value of 2.71, EVR belongs to the best of the industry, outperforming 80.25% of the companies in the same industry.
| 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.
- EVR shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 4.02% yearly.
- Looking at the last year, EVR shows a very strong growth in Revenue. The Revenue has grown by 27.00%.
- 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
- Based on estimates for the next years, EVR will show a very strong growth in Earnings Per Share. The EPS will grow by 35.09% on average per year.
- EVR is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 7.67% yearly.
EPS Next Y44.81%
EPS Next 2Y37.98%
EPS Next 3Y35.09%
EPS Next 5YN/A
Revenue Next Year27.33%
Revenue Next 2Y21.95%
Revenue Next 3Y19.67%
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
- EVR is valuated quite expensively with a Price/Earnings ratio of 28.28.
- EVR's Price/Earnings ratio is a bit more expensive when compared to the industry. EVR is more expensive than 72.69% of the companies in the same industry.
- When comparing the Price/Earnings ratio of EVR to the average of the S&P500 Index (27.21), we can say EVR is valued inline with the index average.
- Based on the Price/Forward Earnings ratio of 20.25, the valuation of EVR can be described as rather expensive.
- EVR's Price/Forward Earnings is on the same level as the industry average.
- Compared to an average S&P500 Price/Forward Earnings ratio of 24.26, EVR is valued at the same level.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 28.28 | ||
| Fwd PE | 20.25 |
4.2 Price Multiples
- EVR's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. EVR is cheaper than 71.85% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 14.05 | ||
| 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.
- A more expensive valuation may be justified as EVR's earnings are expected to grow with 35.09% in the coming years.
PEG (NY)0.63
PEG (5Y)7.03
EPS Next 2Y37.98%
EPS Next 3Y35.09%
5. Dividend
5.1 Amount
- EVR has a yearly dividend return of 0.88%, which is pretty low.
- EVR's Dividend Yield is slightly below the industry average, which is at 6.10.
- With a Dividend Yield of 0.88, EVR pays less dividend than the S&P500 average, which is at 1.82.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.88% |
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 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
- 27.02% 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.
DP27.02%
EPS Next 2Y37.98%
EPS Next 3Y35.09%
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%.