EVERCORE INC - A (EVR) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:EVR - US29977A1051 - Common Stock
366.5 USD
-12.34 (-3.26%)
366.5 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 gets an excellent profitability rating and is at the same time showing great financial health properties. EVR is growing strongly while it is still valued neutral. This is a good combination! These ratings would make EVR suitable for growth and quality investing!
1. Profitability
1.1 Basic Checks
- EVR had positive earnings in the past year.
- 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.
- Looking at the Return On Equity, with a value of 29.20%, EVR belongs to the top of the industry, outperforming 94.12% of the companies in the same industry.
- EVR has a better Return On Invested Capital (16.65%) than 92.02% of its industry peers.
- The Average Return On Invested Capital over the past 3 years for EVR is significantly above the industry average of 7.27%.
- 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
- With a Profit Margin value of 14.83%, EVR perfoms like the industry average, outperforming 47.48% of the companies in the same industry.
- EVR's Profit Margin has declined in the last couple of years.
- EVR's Operating Margin of 19.52% is in line compared to the rest of the industry. EVR outperforms 44.54% of its industry peers.
- EVR's Operating Margin has declined in the last couple of years.
- With an excellent Gross Margin value of 99.08%, EVR belongs to the best 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 6.20 indicates that EVR is not in any danger for bankruptcy at the moment.
- With an excellent Altman-Z score value of 6.20, EVR belongs to the best of the industry, outperforming 89.08% 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 91.60% 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.
- The Debt to Equity ratio of EVR (0.30) is better than 72.69% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.3 | ||
| Debt/FCF | 0.56 | ||
| Altman-Z | 6.2 |
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.
- With a decent Current ratio value of 2.71, EVR is doing good in the industry, outperforming 79.83% of the companies in the same industry.
- 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's Quick ratio of 2.71 is amongst the best of the industry. EVR outperforms 80.25% 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.
- 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 35.09% on average over the next years. This is a very strong growth
- 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
- 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
- The Price/Earnings ratio is 28.63, which means the current valuation is very expensive for EVR.
- Based on the Price/Earnings ratio, EVR is valued a bit more expensive than the industry average as 72.69% of the companies are valued more cheaply.
- EVR's Price/Earnings ratio indicates a similar valuation than the S&P500 average which is at 26.94.
- The Price/Forward Earnings ratio is 20.50, which indicates a rather expensive current 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 (23.94), we can say EVR is valued inline with the index average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 28.63 | ||
| Fwd PE | 20.5 |
4.2 Price Multiples
- Compared to the rest of the industry, the Price/Free Cash Flow ratio of EVR indicates a somewhat cheap valuation: EVR is cheaper than 71.43% of the companies listed in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 14.22 | ||
| 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 35.09% in the coming years.
PEG (NY)0.64
PEG (5Y)7.12
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.
- Compared to an average industry Dividend Yield of 6.10, EVR is paying slightly less dividend.
- Compared to an average S&P500 Dividend Yield of 1.83, EVR's dividend is way lower than the S&P500 average.
| 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
- 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 2Y37.98%
EPS Next 3Y35.09%
366.5
-12.34 (-3.26%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)10-29 2025-10-29/bmo
Earnings (Next)02-04 2026-02-04/amc
Inst Owners93.51%
Inst Owner Change0.13%
Ins Owners4.95%
Ins Owner Change-0.41%
Market Cap15.03B
Revenue(TTM)3.56B
Net Income(TTM)528.40M
Analysts75.71
Price Target389 (6.14%)
Short Float %2.21%
Short Ratio2.47
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.88% |
Yearly Dividend3.58
Dividend Growth(5Y)7.85%
DP27.02%
Div Incr Years16
Div Non Decr Years16
Ex-DateN/A
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)9.63%
PT rev (3m)12.39%
EPS NQ rev (1m)0.1%
EPS NQ rev (3m)-1.07%
EPS NY rev (1m)-0.12%
EPS NY rev (3m)4.05%
Revenue NQ rev (1m)0.44%
Revenue NQ rev (3m)4.2%
Revenue NY rev (1m)-0.27%
Revenue NY rev (3m)4.81%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 28.63 | ||
| Fwd PE | 20.5 | ||
| P/S | 4.22 | ||
| P/FCF | 14.22 | ||
| P/OCF | 13.24 | ||
| P/B | 8.31 | ||
| P/tB | 8.94 | ||
| EV/EBITDA | N/A |
EPS(TTM)12.8
EY3.49%
EPS(NY)17.88
Fwd EY4.88%
FCF(TTM)25.77
FCFY7.03%
OCF(TTM)27.68
OCFY7.55%
SpS86.85
BVpS44.11
TBVpS40.98
PEG (NY)0.64
PEG (5Y)7.12
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 | 6.2 |
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 Y44.81%
EPS Next 2Y37.98%
EPS Next 3Y35.09%
EPS Next 5YN/A
Revenue 1Y (TTM)27%
Revenue growth 3Y-3.24%
Revenue growth 5Y8.11%
Sales Q2Q%41.59%
Revenue Next Year27.33%
Revenue Next 2Y21.95%
Revenue Next 3Y19.67%
Revenue Next 5Y7.67%
EBIT growth 1Y58.3%
EBIT growth 3Y-21.66%
EBIT growth 5Y3.54%
EBIT Next Year51.02%
EBIT Next 3Y37.25%
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.
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%.