EVERCORE INC - A (EVR) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:EVR - US29977A1051 - Common Stock
378.84 USD
-4.28 (-1.12%)
378.84 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 scores excellent points on both the profitability and health parts. This is a solid base for a good stock. EVR is not overvalued while it is showing excellent growth. This is an interesting combination. This makes EVR very considerable 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.
- In the past 5 years EVR has always been profitable.
- In the past 5 years EVR always reported a positive cash flow from operatings.
1.2 Ratios
- The Return On Assets of EVR (11.95%) is better than 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 Return On Invested Capital of 16.65%. This is amongst the best in 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 7.15%.
- 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
- EVR has a Profit Margin (14.83%) which is comparable to the rest of the industry.
- EVR's Profit Margin has declined in the last couple of years.
- EVR has a Operating Margin (19.52%) which is comparable to the rest of the industry.
- 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.
- EVR has less shares outstanding than it did 5 years ago.
- The debt/assets ratio for EVR has been reduced compared to a year ago.
2.2 Solvency
- EVR has an Altman-Z score of 6.20. This indicates that EVR is financially healthy and has little risk of bankruptcy at the moment.
- EVR has a better Altman-Z score (6.20) than 89.08% 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 91.60% of the companies in the same industry.
- 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 | 6.2 |
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.
- EVR's Current ratio of 2.71 is fine compared to the rest of the industry. EVR outperforms 79.83% of its industry peers.
- A Quick Ratio of 2.71 indicates that EVR has no problem at all paying 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
- The Earnings Per Share is expected to grow by 35.09% on average over the next years. This is a very strong growth
- The Revenue is expected to grow by 7.67% on average over the next years.
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
- 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
- The Price/Earnings ratio is 29.60, which means the current valuation is very expensive for EVR.
- EVR's Price/Earnings ratio is a bit more expensive when compared to the industry. EVR is more expensive than 72.69% of the companies in the same industry.
- EVR's Price/Earnings ratio indicates a similar valuation than the S&P500 average which is at 27.38.
- With a Price/Forward Earnings ratio of 21.19, EVR is valued on the expensive side.
- 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 (24.29), we can say EVR is valued inline with the index average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 29.6 | ||
| Fwd PE | 21.19 |
4.2 Price Multiples
- 71.43% of the companies in the same industry are more expensive than EVR, based on the Price/Free Cash Flow ratio.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 14.7 | ||
| 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.
- EVR's earnings are expected to grow with 35.09% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.66
PEG (5Y)7.36
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.
- EVR's Dividend Yield is slightly below the industry average, which is at 6.10.
- Compared to an average S&P500 Dividend Yield of 1.85, 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 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
- 27.02% of the earnings are spent on dividend by EVR. This is a low number and 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%
378.84
-4.28 (-1.12%)
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 Cap15.54B
Revenue(TTM)3.56B
Net Income(TTM)528.40M
Analysts75.71
Price Target389 (2.68%)
Short Float %2.58%
Short Ratio2.61
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 | 29.6 | ||
| Fwd PE | 21.19 | ||
| P/S | 4.36 | ||
| P/FCF | 14.7 | ||
| P/OCF | 13.69 | ||
| P/B | 8.59 | ||
| P/tB | 9.25 | ||
| EV/EBITDA | N/A |
EPS(TTM)12.8
EY3.38%
EPS(NY)17.88
Fwd EY4.72%
FCF(TTM)25.77
FCFY6.8%
OCF(TTM)27.68
OCFY7.31%
SpS86.85
BVpS44.11
TBVpS40.98
PEG (NY)0.66
PEG (5Y)7.36
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%.