(EVR) Evercore Partners - Ratings and Ratios
Advisory Services, Investment Management, Capital Markets, Mergers, Acquisitions
EVR EPS (Earnings per Share)
EVR Revenue
Description: EVR Evercore Partners
Evercore Inc. is a global independent investment banking firm operating across multiple segments, including Investment Banking & Equities and Investment Management. The firm provides a range of services such as strategic advisory, private capital advisory, and wealth management to its clients, which include institutional investors, high-net-worth individuals, foundations, and endowments.
To evaluate Evercores performance, key metrics to consider include revenue growth, advisory market share, and assets under management (AUM). The firms ability to attract and retain top talent, as well as its capacity to expand its services into new markets, are also crucial. Additionally, Evercores Return on Equity (RoE) of 27.92% indicates a strong ability to generate profits from shareholder equity. Other relevant KPIs include its debt-to-equity ratio and the ratio of non-interest expenses to revenue, which can provide insights into the firms financial health and operational efficiency.
Evercores Investment Banking & Equities segment is a significant contributor to its revenue, with services such as mergers and acquisitions advisory, equity capital markets, and research sales and trading. The firms Investment Management segment provides wealth management services, which can offer a more stable source of revenue. To assess the firms competitiveness, its essential to analyze its market share in the investment banking and wealth management industries, as well as its client retention rates and overall customer satisfaction.
From a valuation perspective, Evercores Price-to-Earnings (P/E) ratio of 28.48 and forward P/E of 30.86 suggest that the stock may be trading at a premium to its earnings. However, this needs to be considered in the context of the firms growth prospects, industry trends, and the overall market environment. By examining these factors, investors can make a more informed decision about the stocks potential for long-term appreciation.
EVR Stock Overview
| Market Cap in USD | 13,195m |
| Sub-Industry | Investment Banking & Brokerage |
| IPO / Inception | 2006-08-11 |
EVR Stock Ratings
| Growth Rating | 64.8% |
| Fundamental | 84.6% |
| Dividend Rating | 64.0% |
| Return 12m vs S&P 500 | 20.8% |
| Analyst Rating | 3.75 of 5 |
EVR Dividends
| Dividend Yield 12m | 1.06% |
| Yield on Cost 5y | 5.62% |
| Annual Growth 5y | 6.10% |
| Payout Consistency | 100.0% |
| Payout Ratio | 28.9% |
EVR Growth Ratios
| Growth Correlation 3m | 95% |
| Growth Correlation 12m | 17.5% |
| Growth Correlation 5y | 78% |
| CAGR 5y | 61.53% |
| CAGR/Max DD 3y | 1.29 |
| CAGR/Mean DD 3y | 13.70 |
| Sharpe Ratio 12m | 0.95 |
| Alpha | 0.00 |
| Beta | 0.940 |
| Volatility | 26.23% |
| Current Volume | 565.7k |
| Average Volume 20d | 369.8k |
| Stop Loss | 337.8 (-3%) |
| Signal | 1.66 |
Piotroski VR‑10 (Strict, 0-10) 6.0
| Net Income (462.2m TTM) > 0 and > 6% of Revenue (6% = 195.3m TTM) |
| FCFTA 0.20 (>2.0%) and ΔFCFTA -1.42pp (YES ≥ +1.0pp, WARN ≥ +0.5pp) |
| NWC/Revenue 48.26% (prev 82.30%; Δ -34.04pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp) |
| CFO/TA 0.22 (>3.0%) and CFO 809.0m > Net Income 462.2m (YES >=105%, WARN >=100%) |
| Net Debt (312.3m) to EBITDA (646.0m) ratio: 0.48 <= 3.0 (WARN <= 3.5) |
| Current Ratio 2.82 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active) |
| Outstanding Shares last Quarter (44.0m) change vs 12m ago 7.62% (target <= -2.0% for YES) |
| Gross Margin 52.80% (prev 98.59%; Δ -45.79pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0) |
| Asset Turnover 92.93% (prev 79.52%; Δ 13.40pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0) |
| Interest Coverage Ratio 37.03 (EBITDA TTM 646.0m / Interest Expense TTM 16.8m) >= 6 (WARN >= 3) |
Altman Z'' 7.38
| (A) 0.43 = (Total Current Assets 2.44b - Total Current Liabilities 864.3m) / Total Assets 3.69b |
| (B) 0.62 = Retained Earnings (Balance) 2.31b / Total Assets 3.69b |
| (C) 0.18 = EBIT TTM 621.9m / Avg Total Assets 3.50b |
| (D) 1.30 = Book Value of Equity 2.30b / Total Liabilities 1.77b |
| Total Rating: 7.38 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D) |
ValueRay F-Score (Strict, 0-100) 84.64
| 1. Piotroski 6.0pt = 1.0 |
| 2. FCF Yield 5.92% = 2.96 |
| 3. FCF Margin 22.80% = 5.70 |
| 4. Debt/Equity 0.26 = 2.47 |
| 5. Debt/Ebitda 0.68 = 2.15 |
| 6. ROIC - WACC (= 15.38)% = 12.50 |
| 7. RoE 28.77% = 2.40 |
| 8. Rev. Trend 53.18% = 3.99 |
| 9. EPS Trend 29.50% = 1.48 |
What is the price of EVR shares?
Over the past week, the price has changed by +4.72%, over one month by +14.64%, over three months by +42.97% and over the past year by +43.19%.
Is Evercore Partners a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of EVR is around 436.88 USD . This means that EVR is currently undervalued and has a potential upside of +25.42% (Margin of Safety).
Is EVR a buy, sell or hold?
- Strong Buy: 2
- Buy: 2
- Hold: 4
- Sell: 0
- Strong Sell: 0
What are the forecasts/targets for the EVR price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 364.2 | 4.6% |
| Analysts Target Price | 364.2 | 4.6% |
| ValueRay Target Price | 490.2 | 40.7% |
Last update: 2025-09-15 04:35
EVR Fundamental Data Overview
CCE Cash And Equivalents = 1.09b USD (Cash And Short Term Investments, last quarter)
P/E Trailing = 30.9656
P/E Forward = 20.79
P/S = 4.074
P/B = 7.9725
P/EG = 1.1278
Beta = 1.478
Revenue TTM = 3.26b USD
EBIT TTM = 621.9m USD
EBITDA TTM = 646.0m USD
Long Term Debt = 291.3m USD (from longTermDebt, last quarter)
Short Term Debt = 146.1m USD (from shortTermDebt, last quarter)
Debt = 437.4m USD (Calculated: Short Term 146.1m + Long Term 291.3m)
Net Debt = 312.3m USD (from netDebt column, last quarter)
Enterprise Value = 12.54b USD (13.20b + Debt 437.4m - CCE 1.09b)
Interest Coverage Ratio = 37.03 (Ebit TTM 621.9m / Interest Expense TTM 16.8m)
FCF Yield = 5.92% (FCF TTM 742.1m / Enterprise Value 12.54b)
FCF Margin = 22.80% (FCF TTM 742.1m / Revenue TTM 3.26b)
Net Margin = 14.20% (Net Income TTM 462.2m / Revenue TTM 3.26b)
Gross Margin = 52.80% ((Revenue TTM 3.26b - Cost of Revenue TTM 1.54b) / Revenue TTM)
Tobins Q-Ratio = 5.46 (Enterprise Value 12.54b / Book Value Of Equity 2.30b)
Interest Expense / Debt = 0.96% (Interest Expense 4.21m / Debt 437.4m)
Taxrate = 21.65% (115.4m / 533.1m)
NOPAT = 487.2m (EBIT 621.9m * (1 - 21.65%))
Current Ratio = 2.82 (Total Current Assets 2.44b / Total Current Liabilities 864.3m)
Debt / Equity = 0.26 (Debt 437.4m / last Quarter total Stockholder Equity 1.66b)
Debt / EBITDA = 0.68 (Net Debt 312.3m / EBITDA 646.0m)
Debt / FCF = 0.59 (Debt 437.4m / FCF TTM 742.1m)
Total Stockholder Equity = 1.61b (last 4 quarters mean)
RoA = 12.53% (Net Income 462.2m, Total Assets 3.69b )
RoE = 28.77% (Net Income TTM 462.2m / Total Stockholder Equity 1.61b)
RoCE = 32.77% (Ebit 621.9m / (Equity 1.61b + L.T.Debt 291.3m))
RoIC = 24.58% (NOPAT 487.2m / Invested Capital 1.98b)
WACC = 9.20% (E(13.20b)/V(13.63b) * Re(9.48%)) + (D(437.4m)/V(13.63b) * Rd(0.96%) * (1-Tc(0.22)))
Shares Correlation 3-Years: 66.67 | Cagr: 0.74%
Discount Rate = 9.48% (= CAPM, Blume Beta Adj.)
[DCF Debug] Terminal Value 71.32% ; FCFE base≈730.9m ; Y1≈658.7m ; Y5≈567.6m
Fair Price DCF = 208.4 (DCF Value 8.04b / Shares Outstanding 38.6m; 5y FCF grow -12.25% → 3.0% )
EPS Correlation: 29.50 | EPS CAGR: 3.53% | SUE: 0.93 | # QB: 3
Revenue Correlation: 53.18 | Revenue CAGR: 14.54% | SUE: 2.41 | # QB: 2
Additional Sources for EVR Stock
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