(EVR) Evercore Partners - Overview

Sector: Financial Services | Industry: Capital Markets | Exchange: NYSE (USA) | Market Cap: 13.394m USD | Total Return: 55.2% in 12m

Investment Banking, Strategic Advisory, Equity Research, Wealth Management
Total Rating 69
Safety 72
Buy Signal -0.44
Capital Markets
Industry Rotation: -13.6
Market Cap: 13.4B
Avg Turnover: 198M
Risk 3d forecast
Volatility33.8%
VaR 5th Pctl6.05%
VaR vs Median8.57%
Reward TTM
Sharpe Ratio1.33
Rel. Str. IBD70.7
Rel. Str. Peer Group69.6
Character TTM
Beta1.923
Beta Downside1.934
Hurst Exponent0.566
Drawdowns 3y
Max DD47.86%
CAGR/Max DD1.04
CAGR/Mean DD5.61
EPS (Earnings per Share) EPS (Earnings per Share) of EVR over the last years for every Quarter: "2021-03": 3.29, "2021-06": 3.17, "2021-09": 3.96, "2021-12": 7.15, "2022-03": 3.79, "2022-06": 2.46, "2022-09": 2.2, "2022-12": 3.5, "2023-03": 2.16, "2023-06": 0.96, "2023-09": 1.3, "2023-12": 2.02, "2024-03": 2.13, "2024-06": 1.81, "2024-09": 2.04, "2024-12": 3.41, "2025-03": 3.49, "2025-06": 2.42, "2025-09": 3.48, "2025-12": 5.13, "2026-03": 7.53,
EPS CAGR: 37.26%
EPS Trend: 86.2%
Last SUE: 4.00
Qual. Beats: 6
Revenue Revenue of EVR over the last years for every Quarter: 2021-03: 666.88, 2021-06: 692.171, 2021-09: 827.948, 2021-12: 1120.086, 2022-03: 727.104, 2022-06: 635.175, 2022-09: 581.125, 2022-12: 835.494, 2023-03: 576.314, 2023-06: 503.6, 2023-09: 574.404, 2023-12: 788.348, 2024-03: 585.003, 2024-06: 693.413, 2024-09: 738.42, 2024-12: 979.525, 2025-03: 699.022, 2025-06: 838.04, 2025-09: 1045.994, 2025-12: 1297.028, 2026-03: 1400.469,
Rev. CAGR: 23.84%
Rev. Trend: 94.7%
Last SUE: 3.24
Qual. Beats: 6

Warnings

Choppy

Tailwinds

Pead

Description: EVR Evercore Partners

Evercore Inc. (EVR) is an independent investment banking firm headquartered in New York, operating across major global financial hubs in the Americas, Europe, and Asia-Pacific. The firm is structured into two primary segments: Investment Banking & Equities and Investment Management. Its core business includes strategic advisory for mergers and acquisitions, restructuring, and capital markets execution, alongside a content-driven research and trading platform for institutional clients.

The company operates under a pure-play advisory model, which differs from large bulge-bracket banks by avoiding balance sheet lending, thereby reducing potential conflicts of interest during corporate transactions. In addition to its advisory services, Evercore manages wealth for high-net-worth individuals and institutional endowments through its Investment Management division. Investors can examine detailed valuation metrics for this business model on ValueRay.

Founded in 1995, Evercore transitioned from a partnership structure to its current corporate form in 2017. The firm competes within the Investment Banking & Brokerage sub-industry, where revenue is highly correlated with global M&A deal volume and corporate capital expenditure cycles.

Headlines to Watch Out For
  • Global M&A volume fluctuations directly impact advisory fee revenue and stock valuation
  • High-talent acquisition costs and compensation ratios pressure operating profit margins
  • Strategic expansion of equity capital markets and restructuring services diversifies revenue
  • Shifts in institutional trading volumes affect equity research and commissions income
  • Assets under management growth in wealth segment provides stable recurring revenue streams
Piotroski VR-10 (Strict) 6.5
Net Income: 747.0m TTM > 0 and > 6% of Revenue
FCF/TA: 0.55 > 0.02 and ΔFCF/TA 24.45 > 1.0
NWC/Revenue: 46.18% < 20% (prev 30.97%; Δ 15.21% < -1%)
CFO/TA 0.37 > 3% & CFO 1.58b > Net Income 747.0m
Net Debt (-221.0m) to EBITDA (1.04b): -0.21 < 3
Current Ratio: 7.85 > 1.5 & < 3
Outstanding Shares: last quarter (41.9m) vs 12m ago -0.49% < -2%
Gross Margin: error (current vs previous; cannot be calculated due to missing/invalid data or negative margin)
Asset Turnover: 120.8% > 50% (prev 95.09%; Δ 25.71% > 0%)
Interest Coverage Ratio: 35.30 > 6 (EBITDA TTM 1.04b / Interest Expense TTM 29.0m)
Altman Z'' 8.51
A: 0.49 (Total Current Assets 2.42b - Total Current Liabilities 308.7m) / Total Assets 4.31b
B: 0.66 (Retained Earnings 2.85b / Total Assets 4.31b)
C: 0.27 (EBIT TTM 1.02b / Avg Total Assets 3.79b)
D: 1.27 (Book Value of Equity 2.82b / Total Liabilities 2.23b)
Altman-Z'' = 8.51 = AAA
Beneish M -3.25
DSRI: 0.79 (Receivables 546.6m/469.1m, Revenue 4.58b/3.11b)
GMI: 1.01 (GM 98.95% / 99.46%)
AQI: 0.67 (AQ_t 0.29 / AQ_t-1 0.44)
SGI: 1.47 (Revenue 4.58b / 3.11b)
TATA: -0.19 (NI 747.0m - CFO 1.58b) / TA 4.31b)
Beneish M = -3.25 (Cap -4..+1) = AA
What is the price of EVR shares?

As of May 24, 2026, the stock is trading at USD 346.26 with a total of 274,485 shares traded.
Over the past week, the price has changed by +3.77%, over one month by -1.67%, over three months by +13.67% and over the past year by +55.23%.

Is EVR a buy, sell or hold?

Evercore Partners has received a consensus analysts rating of 4.00. Therefore, it is recommended to buy EVR.

  • StrongBuy: 5
  • Buy: 1
  • Hold: 5
  • Sell: 0
  • StrongSell: 0

What are the forecasts/targets for the EVR price?
Analysts Target Price 374.6 8.2%
Evercore Partners (EVR) - Fundamental Data Overview as of 23 May 2026
P/E Trailing = 19.4966
P/E Forward = 19.305
P/S = 2.9414
P/B = 7.327
P/EG = 1.5338
Revenue TTM = 4.58b USD
EBIT TTM = 1.02b USD
EBITDA TTM = 1.04b USD
Long Term Debt = 539.7m USD (from longTermDebt, last quarter)
Short Term Debt = 61.1m USD (from shortTermDebt, last quarter)
Debt = 1.66b USD (from shortLongTermDebtTotal, last quarter) + Leases 558.5m
Net Debt = -221.0m USD (calculated: Debt 1.66b - CCE 1.88b)
Enterprise Value = 13.2b USD (13.4b + Debt 1.66b - CCE 1.88b)
Interest Coverage Ratio = 35.30 (Ebit TTM 1.02b / Interest Expense TTM 29.0m)
EV/FCF = 5.58x (Enterprise Value 13.2b / FCF TTM 2.36b)
FCF Yield = 17.92% (FCF TTM 2.36b / Enterprise Value 13.2b)
FCF Margin = 51.54% (FCF TTM 2.36b / Revenue TTM 4.58b)
Net Margin = 16.30% (Net Income TTM 747.0m / Revenue TTM 4.58b)
 Gross Margin = unknown ((Revenue TTM 4.58b - Cost of Revenue TTM 48.1m) / Revenue TTM)
 Tobins Q-Ratio = 3.05 (Enterprise Value 13.2b / Total Assets 4.31b)
Interest Expense / Debt = 1.75% (Interest Expense 29.0m / Debt 1.66b)
Taxrate = 2.73% (9.06m / 331.8m)
NOPAT = 994.5m (EBIT 1.02b * (1 - 2.73%))
Current Ratio = 6.97 (Total Current Assets 2.42b / Total Current Liabilities 347.7m)
Debt / Equity = 0.93 (Debt 1.66b / totalStockholderEquity, last quarter 1.78b)
Debt / EBITDA = -0.21 (Net Debt -221.0m / EBITDA 1.04b)
Debt / FCF = -0.09 (Net Debt -221.0m / FCF TTM 2.36b)
Total Stockholder Equity = 1.82b (last 4 quarters mean from totalStockholderEquity)
RoA = 19.70% (Net Income 747.0m / Total Assets 4.31b)
RoE = 41.05% (Net Income TTM 747.0m / Total Stockholder Equity 1.82b)
RoCE = 43.34% (EBIT 1.02b / Capital Employed (Equity 1.82b + L.T.Debt 539.7m))
RoIC = 24.46% (NOPAT 994.5m / Invested Capital 4.07b)
WACC = 11.53% (E(13.4b)/V(15.1b) * Re(12.75%) + D(1.66b)/V(15.1b) * Rd(1.75%) * (1-Tc(0.03)))
Discount Rate = 12.75% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 42.22 | Cagr: 1.27%
[DCF] Terminal Value 68.39% ; FCFF base≈1.81b ; Y1≈2.08b ; Y5≈3.06b
[DCF] Fair Price = 765.8 (EV 29.4b - Net Debt -221.0m = Equity 29.6b / Shares 38.7m; r=11.53% [WACC]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: 86.16 | EPS CAGR: 37.26% | SUE: 4.0 | # QB: 6
Revenue Correlation: 94.74 | Revenue CAGR: 23.84% | SUE: 3.24 | # QB: 6
EPS current Quarter (2026-06-30): EPS=2.54 | Chg30d=-17.48% | Revisions=-69% | Analysts=10
EPS next Quarter (2026-09-30): EPS=3.69 | Chg30d=-7.18% | Revisions=-69% | Analysts=9
EPS current Year (2026-12-31): EPS=19.22 | Chg30d=+5.76% | Revisions=+43% | GrowthEPS=+32.0% | GrowthRev=+21.2%
EPS next Year (2027-12-31): EPS=23.01 | Chg30d=+0.58% | Revisions=-8% | GrowthEPS=+19.7% | GrowthRev=+14.0%
[Analyst] Revisions Ratio: -69%