EVR Stock Analysis: Evercore | NYSE
Capital Markets | NYSE, USA | Market Cap: 13.254m USD | 12M Return: 23.5% | Charts, Fundamentals & Technical Analysis
Avg Turnover: 136M
EPS Trend: 86.2%
Qual. Beats: 2
Rev. Trend: 94.7%
Qual. Beats: 6
Warnings
Tailwinds
No distinct edge detected
Seasonality 10.5 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
Evercore Inc. is an independent investment banking firm headquartered in New York, founded in 1995 and publicly traded on the NYSE under the ticker EVR. It operates through two main segments: Investment Banking & Equities, which provides advisory services including M&A, restructuring, capital markets advisory, and institutional research and trading; and Investment Management, which offers wealth management to high-net-worth individuals, foundations, and endowments. The firm serves clients across the Americas, Europe, the Middle East, Africa, and Asia-Pacific.
As a boutique advisory firm, Evercore generally competes with the larger universal banks by emphasizing senior-level banker involvement and specialized sector expertise, rather than full-service balance sheet capabilities. Advisory revenue at firms like Evercore is largely transaction-based, making earnings sensitive to corporate M&A activity and broader capital markets conditions.
- Global M&A deal volumes drive advisory revenue growth
- Restructuring fees surge during volatile credit markets
- Wealth management AUM growth lifts fee-based revenue
| 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 (EBIT TTM 1.02b / Interest Expense TTM 29.0m) |
| 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: 0.80 (Book Value of Equity 1.78b / Total Liabilities 2.23b) |
| Altman-Z'' = 8.02 = AAA |
| DSRI: 0.79 (Receivables 546.6m/469.1m, Revenue 4.58b/3.11b) |
| GMI: 1.01 (GM 99.46% / 98.95%) |
| 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 = -3.07 (Cap -4..+1) = AA |
As of July 08, 2026, the stock is trading at USD 346.87 with a total of 370,690 shares traded. Over the past week, the price has changed by +3.63%, over one month by +1.98%, over three months by +13.31% and over the past year by +23.50%.
Current recommended Stop Loss: 318.90 (which is 8.1% or 2.1 ATR below the current price).
Evercore 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
| Analysts Target Price | 380.3 | 9.6% |
P/E Trailing = 19.2819
P/E Forward = 19.7239
P/S = 2.9107
P/B = 7.4027
P/EG = 1.5658
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 = 13.0b USD (13.3b + Debt 1.66b - CCE 1.88b)
Interest Coverage Ratio = 35.30 (Ebit TTM 1.02b / Interest Expense TTM 29.0m)
EV/FCF = 5.52x (Enterprise Value 13.0b / FCF TTM 2.36b)
FCF Yield = 18.12% (FCF TTM 2.36b / Enterprise Value 13.0b)
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 = 3.02 (Enterprise Value 13.0b / Total Assets 4.31b)
Interest Expense / Debt = 1.75% (Interest Expense 29.0m / Debt 1.66b)
Taxrate = 20.12% (203.9m / 1.01b)
NOPAT = 816.7m (EBIT 1.02b * (1 - 20.12%))
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 = 21.28% (NOPAT 816.7m / Invested Capital 3.84b)
WACC = 11.19% (E(13.3b)/V(14.9b) * Re(12.41%) + D(1.66b)/V(14.9b) * Rd(1.75%) * (1-Tc(0.20)))
Discount Rate = 12.41% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 42.22 | Cagr: 1.27%
[DCF] Terminal Value 69.36% ; FCFF base≈1.81b ; Y1≈2.08b ; Y5≈3.06b
[DCF] Fair Price = 797.3 (EV 30.6b - Net Debt -221.0m = Equity 30.8b / Shares 38.7m; r=11.19% [WACC]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: 86.16 | EPS CAGR: 37.26% | SUE: 3.17 | # QB: 2
Revenue Correlation: 94.74 | Revenue CAGR: 23.84% | SUE: 3.24 | # QB: 6
EPS current Quarter (2026-06-30): EPS=2.59 | Chg30d=+2.21% | Revisions=-58% | Analysts=10
EPS next Quarter (2026-09-30): EPS=3.69 | Chg30d=-7.18% | Revisions=-75% | Analysts=9
EPS current Year (2026-12-31): EPS=19.38 | Chg30d=+0.83% | Revisions=+62% | GrowthEPS=+33.1% | GrowthRev=+21.5%
EPS next Year (2027-12-31): EPS=23.24 | Chg30d=+1.02% | Revisions=+30% | GrowthEPS=+20.0% | GrowthRev=+13.5%
[Analyst] Revisions Ratio: -13% (up=15, down=20)