EVERCORE INC - A (EVR) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:EVR - US29977A1051 - Common Stock
372 USD
-0.27 (-0.07%)
372 USD
0 (0%)
We assign a fundamental rating of 7 out of 10 to EVR. EVR was compared to 238 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
- In the past year EVR was profitable.
- EVR had a positive operating cash flow in the past year.
- EVR had positive earnings in each of the past 5 years.
- In the past 5 years EVR always reported a positive cash flow from operatings.
1.2 Ratios
- EVR has a Return On Assets of 11.95%. This is amongst the best in the industry. EVR outperforms 89.08% of its industry peers.
- With an excellent Return On Equity value of 29.20%, EVR belongs to the best of the industry, outperforming 94.12% of the companies in the same industry.
- 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
- With a Profit Margin value of 14.83%, EVR perfoms like the industry average, outperforming 47.48% of the companies in the same industry.
- In the last couple of years the Profit Margin of EVR has declined.
- EVR has a Operating Margin of 19.52%. This is comparable to the rest of the industry: EVR outperforms 44.54% of its industry peers.
- In the last couple of years the Operating Margin of EVR has declined.
- Looking at the Gross Margin, with a value of 99.08%, EVR belongs to the top 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.
- 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 6.13 indicates that EVR is not in any danger for bankruptcy at the moment.
- The Altman-Z score of EVR (6.13) is better than 89.08% of its industry peers.
- 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's Debt to FCF ratio of 0.56 is amongst the best of the industry. EVR outperforms 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 has a Debt to Equity ratio of 0.30. This is in the better half 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.
- The Current ratio of EVR (2.71) is better than 79.83% 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.
- Looking at the Quick ratio, with a value of 2.71, EVR belongs to the top 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
- 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.
- The Revenue has grown by 27.00% in the past year. This is a very strong growth!
- 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
- 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.
- 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 Year27.33%
Revenue Next 2Y21.95%
Revenue Next 3Y19.67%
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.
- 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 29.06.
- Based on the Price/Earnings ratio, EVR is valued a bit more expensive than 73.11% of the companies in the same industry.
- EVR's Price/Earnings ratio indicates a similar valuation than the S&P500 average which is at 27.32.
- A Price/Forward Earnings ratio of 20.81 indicates a rather expensive valuation of EVR.
- Compared to the rest of the industry, the Price/Forward Earnings ratio of EVR is on the same level as its industry peers.
- When comparing the Price/Forward Earnings ratio of EVR to the average of the S&P500 Index (24.32), we can say EVR is valued inline with the index average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 29.06 | ||
| Fwd PE | 20.81 |
4.2 Price Multiples
- EVR's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. EVR is cheaper than 71.43% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 14.44 | ||
| 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 35.09% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.65
PEG (5Y)7.23
EPS Next 2Y37.98%
EPS Next 3Y35.09%
5. Dividend
5.1 Amount
- With a yearly dividend of 0.88%, EVR is not a good candidate for dividend investing.
- Compared to an average industry Dividend Yield of 6.10, EVR is paying slightly less dividend.
- With a Dividend Yield of 0.88, EVR pays less dividend than the S&P500 average, which is at 1.83.
| 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 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%
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%.