EVERCORE INC - A (EVR) Fundamental Analysis & Valuation

NYSE:EVR • US29977A1051

Current stock price

275.03 USD
-3.66 (-1.31%)
At close:
275.03 USD
0 (0%)
After Hours:

This EVR fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

8

1. EVR Profitability Analysis

1.1 Basic Checks

  • In the past year EVR was profitable.
  • EVR had a positive operating cash flow in the past year.
  • Each year in the past 5 years EVR has been profitable.
  • EVR had a positive operating cash flow in each of the past 5 years.
EVR Yearly Net Income VS EBIT VS OCF VS FCFEVR Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M 800M 1B

1.2 Ratios

  • EVR has a better Return On Assets (11.05%) than 86.36% of its industry peers.
  • EVR's Return On Equity of 29.14% is amongst the best of the industry. EVR outperforms 93.39% of its industry peers.
  • Looking at the Return On Invested Capital, with a value of 17.79%, EVR belongs to the top of the industry, outperforming 92.98% 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 7.15%.
  • The last Return On Invested Capital (17.79%) for EVR is above the 3 year average (14.18%), which is a sign of increasing profitability.
Industry RankSector Rank
ROA 11.05%
ROE 29.14%
ROIC 17.79%
ROA(3y)9%
ROA(5y)11.93%
ROE(3y)22.5%
ROE(5y)30.91%
ROIC(3y)14.18%
ROIC(5y)19.92%
EVR Yearly ROA, ROE, ROICEVR Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10 20 30 40 50

1.3 Margins

  • Looking at the Profit Margin, with a value of 15.26%, EVR is in line with its industry, outperforming 48.76% of the companies in the same industry.
  • EVR's Profit Margin has been stable in the last couple of years.
  • EVR's Operating Margin of 20.61% is in line compared to the rest of the industry. EVR outperforms 47.52% of its industry peers.
  • EVR's Operating Margin has declined in the last couple of years.
  • The Gross Margin of EVR (99.05%) is better 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 RankSector Rank
OM 20.61%
PM (TTM) 15.26%
GM 99.05%
OM growth 3Y-6.43%
OM growth 5Y-3.86%
PM growth 3Y-3.82%
PM growth 5Y-0.11%
GM growth 3Y0.01%
GM growth 5Y0%
EVR Yearly Profit, Operating, Gross MarginsEVR Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20 40 60 80

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8

2. EVR Health Analysis

2.1 Basic Checks

  • EVR has more shares outstanding than it did 1 year ago.
  • The number of shares outstanding for EVR has been reduced compared to 5 years ago.
  • The debt/assets ratio for EVR is higher compared to a year ago.
EVR Yearly Shares OutstandingEVR Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10M 20M 30M 40M
EVR Yearly Total Debt VS Total AssetsEVR Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1B 2B 3B 4B 5B

2.2 Solvency

  • An Altman-Z score of 4.44 indicates that EVR is not in any danger for bankruptcy at the moment.
  • EVR has a better Altman-Z score (4.44) than 82.64% of its industry peers.
  • The Debt to FCF ratio of EVR is 0.50, which is an excellent value as it means it would take EVR, only 0.50 years of fcf income to pay off all of its debts.
  • The Debt to FCF ratio of EVR (0.50) is better than 91.32% of its industry peers.
  • EVR has a Debt/Equity ratio of 0.27. This is a healthy value indicating a solid balance between debt and equity.
  • The Debt to Equity ratio of EVR (0.27) is better than 73.55% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.27
Debt/FCF 0.5
Altman-Z 4.44
ROIC/WACCN/A
WACCN/A
EVR Yearly LT Debt VS Equity VS FCFEVR Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 500M 1B 1.5B 2B

2.3 Liquidity

  • A Current Ratio of 2.16 indicates that EVR has no problem at all paying its short term obligations.
  • With a decent Current ratio value of 2.16, EVR is doing good in the industry, outperforming 74.79% of the companies in the same industry.
  • A Quick Ratio of 2.16 indicates that EVR has no problem at all paying its short term obligations.
  • Looking at the Quick ratio, with a value of 2.16, EVR is in the better half of the industry, outperforming 75.21% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 2.16
Quick Ratio 2.16
EVR Yearly Current Assets VS Current LiabilitesEVR Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1B 2B 3B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

7

3. EVR Growth Analysis

3.1 Past

  • EVR shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 54.63%, which is quite impressive.
  • EVR shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 8.81% yearly.
  • Looking at the last year, EVR shows a very strong growth in Revenue. The Revenue has grown by 29.49%.
  • The Revenue has been growing by 11.17% on average over the past years. This is quite good.
EPS 1Y (TTM)54.63%
EPS 3Y6.71%
EPS 5Y8.81%
EPS Q2Q%50.44%
Revenue 1Y (TTM)29.49%
Revenue growth 3Y11.77%
Revenue growth 5Y11.17%
Sales Q2Q%32.39%

3.2 Future

  • EVR is expected to show a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 24.79% yearly.
  • EVR is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 6.38% yearly.
EPS Next Y27.81%
EPS Next 2Y27.61%
EPS Next 3Y24.79%
EPS Next 5YN/A
Revenue Next Year26.68%
Revenue Next 2Y19.84%
Revenue Next 3Y13.58%
Revenue Next 5Y6.38%

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 decreasing.
EVR Yearly Revenue VS EstimatesEVR Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 1B 2B 3B 4B 5B
EVR Yearly EPS VS EstimatesEVR Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 5 10 15 20 25

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6

4. EVR Valuation Analysis

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 18.94 indicates a rather expensive valuation of EVR.
  • Based on the Price/Earnings ratio, EVR is valued a bit more expensive than the industry average as 62.81% of the companies are valued more cheaply.
  • EVR's Price/Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 25.79.
  • With a Price/Forward Earnings ratio of 14.82, EVR is valued correctly.
  • 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 23.80, EVR is valued a bit cheaper.
Industry RankSector Rank
PE 18.94
Fwd PE 14.82
EVR Price Earnings VS Forward Price EarningsEVR Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40

4.2 Price Multiples

  • Based on the Enterprise Value to EBITDA ratio, EVR is valued cheaper than 88.02% of the companies in the same industry.
  • EVR's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. EVR is cheaper than 77.27% of the companies in the same industry.
Industry RankSector Rank
P/FCF 9.76
EV/EBITDA 9.3
EVR Per share dataEVR EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 20 40 60 80

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 excellent profitability rating of EVR may justify a higher PE ratio.
  • EVR's earnings are expected to grow with 24.79% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.68
PEG (5Y)2.15
EPS Next 2Y27.61%
EPS Next 3Y24.79%

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

6

5. EVR Dividend Analysis

5.1 Amount

  • EVR has a Yearly Dividend Yield of 1.26%. Purely for dividend investing, there may be better candidates out there.
  • Compared to an average industry Dividend Yield of 6.96, EVR is paying slightly less dividend.
  • EVR's Dividend Yield is slightly below the S&P500 average, which is at 1.91.
Industry RankSector Rank
Dividend Yield 1.26%

5.2 History

  • On average, the dividend of EVR grows each year by 7.18%, 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 their dividend for at least 10 years, which is a reliable track record.
Dividend Growth(5Y)7.18%
Div Incr Years16
Div Non Decr Years16
EVR Yearly Dividends per shareEVR Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 1 2 3

5.3 Sustainability

  • 24.40% 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.
DP24.4%
EPS Next 2Y27.61%
EPS Next 3Y24.79%
EVR Yearly Income VS Free CF VS DividendEVR Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M 800M 1B
EVR Dividend Payout.EVR Dividend Payout, showing the Payout Ratio.EVR Dividend Payout.PayoutRetained Earnings

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EVR Fundamentals: All Metrics, Ratios and Statistics

EVERCORE INC - A

NYSE:EVR (3/18/2026, 8:04:11 PM)

After market: 275.03 0 (0%)

275.03

-3.66 (-1.31%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-04
Earnings (Next)04-28
Inst Owners89.2%
Inst Owner Change-0.79%
Ins Owners4.94%
Ins Owner Change1.23%
Market Cap11.54B
Revenue(TTM)3.88B
Net Income(TTM)591.92M
Analysts77.33
Price Target412.65 (50.04%)
Short Float %1.97%
Short Ratio1.32
Dividend
Industry RankSector Rank
Dividend Yield 1.26%
Yearly Dividend3.77
Dividend Growth(5Y)7.18%
DP24.4%
Div Incr Years16
Div Non Decr Years16
Ex-Date02-27
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)15.8%
Min EPS beat(2)5.92%
Max EPS beat(2)25.67%
EPS beat(4)4
Avg EPS beat(4)41.93%
Min EPS beat(4)5.92%
Max EPS beat(4)101.67%
EPS beat(8)8
Avg EPS beat(8)25.05%
EPS beat(12)11
Avg EPS beat(12)16.98%
EPS beat(16)15
Avg EPS beat(16)23.88%
Revenue beat(2)2
Avg Revenue beat(2)14.11%
Min Revenue beat(2)14.07%
Max Revenue beat(2)14.15%
Revenue beat(4)4
Avg Revenue beat(4)13.31%
Min Revenue beat(4)6.13%
Max Revenue beat(4)18.89%
Revenue beat(8)7
Avg Revenue beat(8)8.68%
Revenue beat(12)9
Avg Revenue beat(12)6.56%
Revenue beat(16)13
Avg Revenue beat(16)10.1%
PT rev (1m)3.7%
PT rev (3m)16.29%
EPS NQ rev (1m)-0.74%
EPS NQ rev (3m)3.23%
EPS NY rev (1m)3.51%
EPS NY rev (3m)3.43%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)5.55%
Revenue NY rev (1m)7.13%
Revenue NY rev (3m)8.46%
Valuation
Industry RankSector Rank
PE 18.94
Fwd PE 14.82
P/S 2.97
P/FCF 9.76
P/OCF 9.18
P/B 5.68
P/tB 6.52
EV/EBITDA 9.3
EPS(TTM)14.52
EY5.28%
EPS(NY)18.56
Fwd EY6.75%
FCF(TTM)28.19
FCFY10.25%
OCF(TTM)29.95
OCFY10.89%
SpS92.49
BVpS48.43
TBVpS42.21
PEG (NY)0.68
PEG (5Y)2.15
Graham Number125.78
Profitability
Industry RankSector Rank
ROA 11.05%
ROE 29.14%
ROCE 22.37%
ROIC 17.79%
ROICexc 111.99%
ROICexgc 207.1%
OM 20.61%
PM (TTM) 15.26%
GM 99.05%
FCFM 30.48%
ROA(3y)9%
ROA(5y)11.93%
ROE(3y)22.5%
ROE(5y)30.91%
ROIC(3y)14.18%
ROIC(5y)19.92%
ROICexc(3y)75.64%
ROICexc(5y)193.82%
ROICexgc(3y)117.32%
ROICexgc(5y)1367.83%
ROCE(3y)17.83%
ROCE(5y)25.05%
ROICexgc growth 3Y7.22%
ROICexgc growth 5Y5.42%
ROICexc growth 3Y-2.92%
ROICexc growth 5Y0.45%
OM growth 3Y-6.43%
OM growth 5Y-3.86%
PM growth 3Y-3.82%
PM growth 5Y-0.11%
GM growth 3Y0.01%
GM growth 5Y0%
F-Score7
Asset Turnover0.72
Health
Industry RankSector Rank
Debt/Equity 0.27
Debt/FCF 0.5
Debt/EBITDA 0.67
Cap/Depr 702.31%
Cap/Sales 1.91%
Interest Coverage 40.2
Cash Conversion 155.06%
Profit Quality 199.77%
Current Ratio 2.16
Quick Ratio 2.16
Altman-Z 4.44
F-Score7
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)1.24%
Cap/Sales(5y)1.08%
Profit Quality(3y)208.15%
Profit Quality(5y)182.89%
High Growth Momentum
Growth
EPS 1Y (TTM)54.63%
EPS 3Y6.71%
EPS 5Y8.81%
EPS Q2Q%50.44%
EPS Next Y27.81%
EPS Next 2Y27.61%
EPS Next 3Y24.79%
EPS Next 5YN/A
Revenue 1Y (TTM)29.49%
Revenue growth 3Y11.77%
Revenue growth 5Y11.17%
Sales Q2Q%32.39%
Revenue Next Year26.68%
Revenue Next 2Y19.84%
Revenue Next 3Y13.58%
Revenue Next 5Y6.38%
EBIT growth 1Y49.71%
EBIT growth 3Y4.58%
EBIT growth 5Y6.87%
EBIT Next Year51.93%
EBIT Next 3Y24%
EBIT Next 5Y11.38%
FCF growth 1Y23.42%
FCF growth 3Y32.51%
FCF growth 5Y5.03%
OCF growth 1Y27.15%
OCF growth 3Y33.22%
OCF growth 5Y5.13%

EVERCORE INC - A / EVR Fundamental Analysis 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 6 / 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 8 / 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 27.81% in the next year.


How sustainable is the dividend of EVERCORE INC - A (EVR) stock?

The dividend rating of EVERCORE INC - A (EVR) is 6 / 10 and the dividend payout ratio is 24.4%.