EVERCORE INC - A (EVR) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:EVR - US29977A1051 - Common Stock
306.2 USD
+10.36 (+3.5%)
306.2 USD
0 (0%)
We assign a fundamental rating of 7 out of 10 to EVR. EVR was compared to 237 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 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.
In the past 5 years EVR has always been profitable.
Each year in the past 5 years EVR had a positive operating cash flow.
1.2 Ratios
EVR has a Return On Assets of 11.95%. This is amongst the best in the industry. EVR outperforms 93.67% of its industry peers.
EVR has a better Return On Equity (29.20%) than 94.94% of its industry peers.
With an excellent Return On Invested Capital value of 16.65%, EVR belongs to the best of the industry, outperforming 92.41% of the companies in the same industry.
Measured over the past 3 years, the Average Return On Invested Capital for EVR is significantly above the industry average of 7.11%.
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
The Profit Margin of EVR (14.83%) is comparable to the rest of the industry.
EVR's Profit Margin has declined in the last couple of years.
EVR has a Operating Margin (19.52%) which is in line with its industry peers.
EVR's Operating Margin has declined in the last couple of years.
Looking at the Gross Margin, with a value of 99.08%, EVR belongs to the top of the industry, outperforming 99.58% of the companies in the same industry.
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
The number of shares outstanding for EVR has been reduced compared to 5 years ago.
Compared to 1 year ago, EVR has an improved debt to assets ratio.
2.2 Solvency
An Altman-Z score of 5.51 indicates that EVR is not in any danger for bankruptcy at the moment.
With an excellent Altman-Z score value of 5.51, EVR belongs to the best of the industry, outperforming 87.76% 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's Debt to FCF ratio of 0.56 is amongst the best of the industry. EVR outperforms 91.98% 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 has a better Debt to Equity ratio (0.30) than 72.15% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.3 | ||
| Debt/FCF | 0.56 | ||
| Altman-Z | 5.51 |
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's Current ratio of 2.71 is fine compared to the rest of the industry. EVR outperforms 78.90% 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 has a better Quick ratio (2.71) than 79.32% 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.
The Earnings Per Share has been growing slightly by 4.02% on average over the past years.
EVR shows a strong growth in Revenue. In the last year, the Revenue has grown by 27.00%.
The Revenue has been growing by 8.11% on average over the past years. This is quite good.
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 32.52% 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 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 5Y7.67%
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 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 23.92 indicates a rather expensive valuation of EVR.
66.24% of the companies in the same industry are cheaper than EVR, based on the Price/Earnings ratio.
When comparing the Price/Earnings ratio of EVR to the average of the S&P500 Index (25.45), we can say EVR is valued inline with the index average.
With a Price/Forward Earnings ratio of 17.71, EVR is valued on the expensive side.
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 34.46, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 23.92 | ||
| Fwd PE | 17.71 |
4.2 Price Multiples
Based on the Price/Free Cash Flow ratio, EVR is valued a bit cheaper than 68.35% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 11.86 | ||
| 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.
A more expensive valuation may be justified as EVR's earnings are expected to grow with 32.52% in the coming years.
PEG (NY)0.56
PEG (5Y)5.95
EPS Next 2Y35.71%
EPS Next 3Y32.52%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 1.14%, EVR has a reasonable but not impressive dividend return.
EVR's Dividend Yield is slightly below the industry average, which is at 8.61.
With a Dividend Yield of 1.14, EVR pays less dividend than the S&P500 average, which is at 2.42.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.14% |
5.2 History
On average, the dividend of EVR grows each year by 7.85%, which is quite nice.
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
27.02% of the earnings are spent on dividend by EVR. This is a low number and sustainable payout ratio.
EVR's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP27.02%
EPS Next 2Y35.71%
EPS Next 3Y32.52%
306.2
+10.36 (+3.5%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners93.92%
Inst Owner Change-79.99%
Ins Owners4.96%
Ins Owner Change-0.23%
Market Cap12.54B
Revenue(TTM)3.56B
Net Income(TTM)528.40M
Analysts77.14
Price Target356.62 (16.47%)
Short Float %2.29%
Short Ratio1.93
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.14% |
Yearly Dividend3.58
Dividend Growth(5Y)7.85%
DP27.02%
Div Incr Years16
Div Non Decr Years16
Ex-Date
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)3.03%
PT rev (3m)8.13%
EPS NQ rev (1m)-1.67%
EPS NQ rev (3m)-0.81%
EPS NY rev (1m)-1.22%
EPS NY rev (3m)3.67%
Revenue NQ rev (1m)3.44%
Revenue NQ rev (3m)6.02%
Revenue NY rev (1m)2.99%
Revenue NY rev (3m)6.05%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 23.92 | ||
| Fwd PE | 17.71 | ||
| P/S | 3.52 | ||
| P/FCF | 11.86 | ||
| P/OCF | 11.04 | ||
| P/B | 6.93 | ||
| P/tB | 7.46 | ||
| EV/EBITDA | N/A |
EPS(TTM)12.8
EY4.18%
EPS(NY)17.29
Fwd EY5.65%
FCF(TTM)25.82
FCFY8.43%
OCF(TTM)27.73
OCFY9.06%
SpS87.02
BVpS44.2
TBVpS41.06
PEG (NY)0.56
PEG (5Y)5.95
Graham Number112.82
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 | 5.51 |
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 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 5Y7.67%
EBIT growth 1Y58.3%
EBIT growth 3Y-21.66%
EBIT growth 5Y3.54%
EBIT Next Year38.92%
EBIT Next 3Y38.36%
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.
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 23.92 and the Price/Book (PB) ratio is 6.93.
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 27.02%.