EVERCORE INC - A (EVR) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:EVR - US29977A1051 - Common Stock
337.22 USD
+0.53 (+0.16%)
337.22 USD
0 (0%)
Overall EVR gets a fundamental rating of 7 out of 10. We evaluated EVR 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 not priced too expensively while it is growing strongly. Keep and eye on this one! This makes EVR very considerable 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.
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
The Return On Assets of EVR (11.95%) is better than 93.25% of its industry peers.
The Return On Equity of EVR (29.20%) is better than 94.51% of its industry peers.
EVR has a Return On Invested Capital of 16.65%. This is amongst the best in the industry. EVR outperforms 92.41% of its industry peers.
The Average Return On Invested Capital over the past 3 years for EVR is significantly above the industry average of 7.00%.
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
Looking at the Profit Margin, with a value of 14.83%, EVR is in line with its industry, outperforming 49.37% 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 45.57% of 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 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.
Compared to 5 years ago, EVR has less shares outstanding
The debt/assets ratio for EVR has been reduced compared to a year ago.
2.2 Solvency
An Altman-Z score of 5.80 indicates that EVR is not in any danger for bankruptcy at the moment.
EVR has a Altman-Z score of 5.80. This is amongst the best in the industry. EVR outperforms 87.76% 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.
With an excellent Debt to FCF ratio value of 0.56, EVR belongs to the best of the industry, outperforming 91.56% of the companies in the same industry.
A Debt/Equity ratio of 0.30 indicates that EVR is not too dependend on debt financing.
The Debt to Equity ratio of EVR (0.30) is better than 71.73% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.3 | ||
| Debt/FCF | 0.56 | ||
| Altman-Z | 5.8 |
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 79.32% of its industry peers.
A Quick Ratio of 2.71 indicates that EVR has no problem at all paying its short term obligations.
With a decent Quick ratio value of 2.71, EVR is doing good in the industry, outperforming 79.75% 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.
Measured over the past 5 years, EVR shows a small growth in Earnings Per Share. The EPS has been growing by 4.02% on average per year.
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 34.72% yearly.
The Revenue is expected to grow by 7.67% on average over the next years.
EPS Next Y44.99%
EPS Next 2Y38.23%
EPS Next 3Y34.72%
EPS Next 5YN/A
Revenue Next Year27.67%
Revenue Next 2Y21.92%
Revenue Next 3Y19.83%
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.
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
Based on the Price/Earnings ratio of 26.35, the valuation of EVR can be described as expensive.
Compared to the rest of the industry, the Price/Earnings ratio of EVR indicates a slightly more expensive valuation: EVR is more expensive than 67.09% of the companies listed in the same industry.
EVR's Price/Earnings ratio indicates a similar valuation than the S&P500 average which is at 26.43.
Based on the Price/Forward Earnings ratio of 18.79, the valuation of EVR can be described as rather expensive.
The rest of the industry has a similar Price/Forward Earnings ratio as EVR.
Compared to an average S&P500 Price/Forward Earnings ratio of 23.66, EVR is valued a bit cheaper.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 26.35 | ||
| Fwd PE | 18.79 |
4.2 Price Multiples
Based on the Price/Free Cash Flow ratio, EVR is valued a bit cheaper than the industry average as 66.24% of the companies are valued more expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 13.09 | ||
| 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.
A more expensive valuation may be justified as EVR's earnings are expected to grow with 34.72% in the coming years.
PEG (NY)0.59
PEG (5Y)6.55
EPS Next 2Y38.23%
EPS Next 3Y34.72%
5. Dividend
5.1 Amount
EVR has a yearly dividend return of 0.97%, which is pretty low.
Compared to an average industry Dividend Yield of 6.13, EVR is paying slightly less dividend.
Compared to an average S&P500 Dividend Yield of 1.87, EVR's dividend is way lower than the S&P500 average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.97% |
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 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 2Y38.23%
EPS Next 3Y34.72%
337.22
+0.53 (+0.16%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners93.38%
Inst Owner Change-1.94%
Ins Owners4.95%
Ins Owner Change-0.41%
Market Cap13.83B
Revenue(TTM)3.56B
Net Income(TTM)528.40M
Analysts77.14
Price Target354.83 (5.22%)
Short Float %2.43%
Short Ratio2.26
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.97% |
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)-1.21%
PT rev (3m)2.52%
EPS NQ rev (1m)0%
EPS NQ rev (3m)-0.93%
EPS NY rev (1m)1.48%
EPS NY rev (3m)5.2%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)5.83%
Revenue NY rev (1m)0.54%
Revenue NY rev (3m)6.04%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 26.35 | ||
| Fwd PE | 18.79 | ||
| P/S | 3.88 | ||
| P/FCF | 13.09 | ||
| P/OCF | 12.18 | ||
| P/B | 7.64 | ||
| P/tB | 8.23 | ||
| EV/EBITDA | N/A |
EPS(TTM)12.8
EY3.8%
EPS(NY)17.94
Fwd EY5.32%
FCF(TTM)25.77
FCFY7.64%
OCF(TTM)27.68
OCFY8.21%
SpS86.85
BVpS44.11
TBVpS40.98
PEG (NY)0.59
PEG (5Y)6.55
Graham Number112.71
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 | 5.8 |
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 Y44.99%
EPS Next 2Y38.23%
EPS Next 3Y34.72%
EPS Next 5YN/A
Revenue 1Y (TTM)27%
Revenue growth 3Y-3.24%
Revenue growth 5Y8.11%
Sales Q2Q%41.59%
Revenue Next Year27.67%
Revenue Next 2Y21.92%
Revenue Next 3Y19.83%
Revenue Next 5Y7.67%
EBIT growth 1Y58.3%
EBIT growth 3Y-21.66%
EBIT growth 5Y3.54%
EBIT Next Year49.29%
EBIT Next 3Y37.05%
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 26.35 and the Price/Book (PB) ratio is 7.64.
Can you provide the dividend sustainability for EVR stock?
The dividend rating of EVERCORE INC - A (EVR) is 5 / 10 and the dividend payout ratio is 27.02%.