EVR Stock Analysis: Evercore | NYSE
Capital Markets | NYSE, USA | Market Cap: 9.903m USD | 12M Return: -16.7% | US29977A1051 | Charts, Fundamentals & Technical Analysis
Avg Turnover: 131M
EPS Trend: 95.3%
Qual. Beats: 0
Rev. Trend: 97.1%
Qual. Beats: 0
Warnings
Tailwinds
No distinct edge detected
Seasonality 11.7 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. (EVR) is a global independent investment banking firm headquartered in New York, founded in 1995 and publicly listed on the NYSE since 2006. The company operates across the Americas, Europe, Middle East, Africa, and Asia-Pacific, with a mid-cap valuation in the Financials sector. Its operations are organized into two reportable segments: Investment Banking & Equities and Investment Management.
The Investment Banking & Equities segment is the core business, offering strategic advisory services including M&A, defense and shareholder advisory, special committee work, and real estate advisory. It also provides private capital advisory, market risk management, debt advisory, restructuring, and equity capital markets services, alongside institutional research, sales, and trading delivered through a content-led platform.
The Investment Management segment provides wealth management services to high-net-worth individuals, foundations, and endowments, representing a smaller but complementary revenue stream to the advisory business.
As an independent advisory firm, Evercore competes within the investment banking and brokerage sub-industry, distinguishing itself by avoiding lending-driven conflicts of interest that are common at large universal banks. The company was renamed from Evercore Partners Inc. to Evercore Inc. in August 2017.
- M&A advisory revenue falls as deal activity slows
- Restructuring demand rises amid rising corporate distress
- Wealth Management AUM growth drives fee income
- Equity capital markets rebound boosts advisory backlog
| Net Income: 745.0m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.35 > 0.02 and ΔFCF/TA 14.48 > 1.0 |
| NWC/Revenue: 40.09% < 20% (prev 39.64%; Δ 0.45% < -1%) |
| CFO/TA 0.35 > 3% & CFO 1.67b > Net Income 745.0m |
| Net Debt (-758.6m) to EBITDA (1.06b): -0.72 < 3 |
| Current Ratio: 2.47 > 1.5 & < 3 |
| Outstanding Shares: last quarter (41.1m) vs 12m ago -6.45% < -2% |
| Gross Margin: error (current vs previous; cannot be calculated due to missing/invalid data or negative margin) |
| Asset Turnover: 113.0% > 50% (prev 88.22%; Δ 24.81% > 0%) |
| Interest Coverage Ratio: 31.08 > 6 (EBIT TTM 1.03b / Interest Expense TTM 33.0m) |
| A: 0.40 (Total Current Assets 3.20b - Total Current Liabilities 1.30b) / Total Assets 4.70b |
| B: 0.62 (Retained Earnings 2.90b / Total Assets 4.70b) |
| C: 0.24 (EBIT TTM 1.03b / Avg Total Assets 4.20b) |
| D: 0.74 (Book Value of Equity 1.86b / Total Liabilities 2.52b) |
| Altman-Z'' = 7.09 = AAA |
| DSRI: 0.90 (Receivables 636.7m/484.0m, Revenue 4.74b/3.26b) |
| GMI: 1.01 (GM 99.48% / 98.48%) |
| AQI: 0.46 (AQ_t 0.19 / AQ_t-1 0.40) |
| SGI: 1.46 (Revenue 4.74b / 3.26b) |
| TATA: -0.20 (NI 745.0m - CFO 1.67b) / TA 4.70b) |
| Beneish M = -3.11 (Cap -4..+1) = AA |
As of October 08, 2026, the stock is trading at USD 267.26 with a total of 544,079 shares traded. Over the past week, the price has changed by +3.79%, over one month by -9.61%, over three months by -22.72% and over the past year by -16.65%.
Current recommended Stop Loss: 255.80 (which is 4.3% or 1.4 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 | 363.9 | 36.2% |
P/E Trailing = 14.4989
P/E Forward = 12.21
P/S = 2.1025
P/B = 5.3777
P/EG = 1.1465
Revenue TTM = 4.74b USD
EBIT TTM = 1.03b USD
EBITDA TTM = 1.06b USD
Long Term Debt = 540.0m USD (from longTermDebt, last quarter)
Short Term Debt = 65.3m USD (from shortTermDebt, last quarter)
Debt = 1.65b USD (from shortLongTermDebtTotal, last quarter) + Leases 553.2m
Net Debt = -758.6m USD (calculated: Debt 1.65b - CCE 2.40b)
Enterprise Value = 9.14b USD (9.90b + Debt 1.65b - CCE 2.40b)
Interest Coverage Ratio = 31.08 (Ebit TTM 1.03b / Interest Expense TTM 33.0m)
EV/FCF = 5.62x (Enterprise Value 9.14b / FCF TTM 1.63b)
FCF Yield = 17.78% (FCF TTM 1.63b / Enterprise Value 9.14b)
FCF Margin = 34.29% (FCF TTM 1.63b / Revenue TTM 4.74b)
Net Margin = 15.71% (Net Income TTM 745.0m / Revenue TTM 4.74b)
Gross Margin = unknown ((Revenue TTM 4.74b - Cost of Revenue TTM 72.1m) / Revenue TTM)
Tobins Q-Ratio = 1.95 (Enterprise Value 9.14b / Total Assets 4.70b)
Interest Expense / Debt = 2.01% (Interest Expense 33.0m / Debt 1.65b)
Taxrate = 19.87% (200.7m / 1.01b)
NOPAT = 823.0m (EBIT 1.03b * (1 - 19.87%))
Current Ratio = 2.47 (Total Current Assets 3.20b / Total Current Liabilities 1.30b)
Debt / Equity = 0.89 (Debt 1.65b / totalStockholderEquity, last quarter 1.86b)
Debt / EBITDA = -0.72 (Net Debt -758.6m / EBITDA 1.06b)
Debt / FCF = -0.47 (Net Debt -758.6m / FCF TTM 1.63b)
Total Stockholder Equity = 1.87b (last 4 quarters mean from totalStockholderEquity)
RoA = 17.76% (Net Income 745.0m / Total Assets 4.70b)
RoE = 39.83% (Net Income TTM 745.0m / Total Stockholder Equity 1.87b)
RoCE = 42.61% (EBIT 1.03b / Capital Employed (Equity 1.87b + L.T.Debt 540.0m))
RoIC = 25.45% (NOPAT 823.0m / Invested Capital 3.23b)
WACC = 11.20% (E(9.90b)/V(11.5b) * Re(12.79%) + D(1.65b)/V(11.5b) * Rd(2.01%) * (1-Tc(0.20)))
Discount Rate = 12.79% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 21.93 | Cagr: 0.06%
[DCF] Terminal Value 69.34% ; FCFF base≈1.27b ; Y1≈1.46b ; Y5≈2.15b
[DCF] Fair Price = 577.9 (EV 21.5b - Net Debt -758.6m = Equity 22.2b / Shares 38.5m; r=11.20% [WACC]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: 95.30 | EPS CAGR: 49.87% | SUE: -0.14 | # QB: 0
Revenue Correlation: 97.08 | Revenue CAGR: 28.52% | SUE: 0.20 | # QB: 0
EPS current Quarter (2026-09-30): EPS=3.49 | Chg30d=-5.22% | Revisions=-58% | Analysts=10
EPS current Year (2026-12-31): EPS=19.54 | Chg30d=+0.00% | Revisions=-31% | GrowthEPS=+34.2% | GrowthRev=+25.0%
EPS next Year (2027-12-31): EPS=22.58 | Chg30d=+0.00% | Revisions=-8% | GrowthEPS=+15.6% | GrowthRev=+12.7%
[Analyst] Revisions Ratio: -39% (up=8, down=20)