EVERCORE INC - A (EVR) Fundamental Analysis & Valuation

NYSE:EVR • US29977A1051

285.78 USD
-3.24 (-1.12%)
At close: Mar 9, 2026
285.69 USD
-0.09 (-0.03%)
After Hours: 3/9/2026, 8:04:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Forecast Earnings Financials Ownership News

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

Fundamental Rating

7

We assign a fundamental rating of 7 out of 10 to EVR. EVR was compared to 242 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 overvalued while it is showing excellent growth. This is an interesting combination. These ratings could make EVR a good candidate for growth and quality investing.


Dividend Valuation Growth Profitability Health

8

1. EVR Profitability Analysis

1.1 Basic Checks

  • EVR had positive earnings in the past year.
  • EVR had a positive operating cash flow in the past year.
  • In the past 5 years EVR has always 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's Return On Assets of 11.05% is amongst the best of the industry. EVR outperforms 86.36% of its industry peers.
  • EVR has a Return On Equity of 29.14%. This is amongst the best in 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 93.80% of the companies in the same industry.
  • EVR had an Average Return On Invested Capital over the past 3 years of 14.18%. This is significantly above the industry average of 7.06%.
  • 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

  • EVR's Profit Margin of 15.26% is in line compared to the rest of the industry. EVR outperforms 48.76% of its industry peers.
  • In the last couple of years the Profit Margin of EVR has remained more or less at the same level.
  • EVR has a Operating Margin of 20.61%. This is comparable 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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ROAROEROICOperating and Profit MarginShow most profitable peers

8

2. EVR Health Analysis

2.1 Basic Checks

  • Compared to 1 year ago, EVR has more shares outstanding
  • Compared to 5 years ago, EVR has less shares outstanding
  • EVR has a worse debt/assets ratio than last year.
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

  • EVR has an Altman-Z score of 4.52. This indicates that EVR is financially healthy and has little risk of bankruptcy at the moment.
  • With an excellent Altman-Z score value of 4.52, EVR belongs to the best of the industry, outperforming 83.88% of the companies in the same industry.
  • 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 91.74% of its industry peers.
  • A Debt/Equity ratio of 0.27 indicates that EVR is not too dependend on debt financing.
  • EVR has a Debt to Equity ratio of 0.27. This is in the better half of the industry: EVR outperforms 73.97% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.27
Debt/FCF 0.5
Altman-Z 4.52
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.
  • EVR has a better Current ratio (2.16) than 74.79% of its industry peers.
  • EVR has a Quick Ratio of 2.16. This indicates that EVR is financially healthy and has no problem in meeting its short term obligations.
  • EVR has a Quick ratio of 2.16. This is in the better half of the industry: EVR outperforms 75.21% of its industry peers.
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.
  • The Revenue is expected to grow by 6.38% on average over the next years.
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

  • Based on the Price/Earnings ratio of 19.68, the valuation of EVR can be described as rather expensive.
  • Based on the Price/Earnings ratio, EVR is valued a bit more expensive than 63.64% of the companies in the same industry.
  • EVR is valuated rather cheaply when we compare the Price/Earnings ratio to 26.45, which is the current average of the S&P500 Index.
  • A Price/Forward Earnings ratio of 15.40 indicates a correct valuation of EVR.
  • EVR's Price/Forward Earnings is on the same level as the industry average.
  • When comparing the Price/Forward Earnings ratio of EVR to the average of the S&P500 Index (24.65), we can say EVR is valued slightly cheaper.
Industry RankSector Rank
PE 19.68
Fwd PE 15.4
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 87.19% of the companies in the same industry.
  • 75.21% of the companies in the same industry are more expensive than EVR, based on the Price/Free Cash Flow ratio.
Industry RankSector Rank
P/FCF 10.14
EV/EBITDA 9.86
EVR Per share dataEVR EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 20 40 60 80

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 excellent 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 24.79% in the coming years.
PEG (NY)0.71
PEG (5Y)2.23
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

  • With a Yearly Dividend Yield of 1.11%, EVR has a reasonable but not impressive dividend return.
  • EVR's Dividend Yield is slightly below the industry average, which is at 6.64.
  • Compared to the average S&P500 Dividend Yield of 1.82, EVR is paying slightly less dividend.
Industry RankSector Rank
Dividend Yield 1.11%

5.2 History

  • The dividend of EVR is nicely growing with an annual growth rate of 7.18%!
  • 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)7.18%
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 (3/9/2026, 8:04:00 PM)

After market: 285.69 -0.09 (-0.03%)

285.78

-3.24 (-1.12%)

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 Change1.18%
Market Cap11.99B
Revenue(TTM)3.88B
Net Income(TTM)591.92M
Analysts77.33
Price Target412.65 (44.39%)
Short Float %1.69%
Short Ratio1.35
Dividend
Industry RankSector Rank
Dividend Yield 1.11%
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)-1.15%
EPS NQ rev (3m)3.23%
EPS NY rev (1m)3.51%
EPS NY rev (3m)3.43%
Revenue NQ rev (1m)6.52%
Revenue NQ rev (3m)5.55%
Revenue NY rev (1m)7.13%
Revenue NY rev (3m)8.46%
Valuation
Industry RankSector Rank
PE 19.68
Fwd PE 15.4
P/S 3.09
P/FCF 10.14
P/OCF 9.54
P/B 5.9
P/tB 6.77
EV/EBITDA 9.86
EPS(TTM)14.52
EY5.08%
EPS(NY)18.56
Fwd EY6.49%
FCF(TTM)28.19
FCFY9.86%
OCF(TTM)29.95
OCFY10.48%
SpS92.49
BVpS48.43
TBVpS42.21
PEG (NY)0.71
PEG (5Y)2.23
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 4.52
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 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%.