(EVR) Evercore Partners - Overview

Sector: Financial Services | Industry: Capital Markets | Exchange: NYSE (USA) | Market Cap: 12.078m USD | Total Return: 101.4% in 12m

Financial Advisory, Capital Markets, Wealth Management
Total Rating 68
Safety 89
Buy Signal 0.65
Capital Markets
Industry Rotation: +20.1
Market Cap: 12.1B
Avg Turnover: 198M USD
ATR: 4.23%
Peers RS (IBD): 64.8
Risk 5d forecast
Volatility38.7%
Rel. Tail Risk-1.43%
Reward TTM
Sharpe Ratio1.81
Alpha37.86
Character TTM
Beta1.899
Beta Downside1.869
Drawdowns 3y
Max DD47.86%
CAGR/Max DD0.90
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": 0,
EPS CAGR: -48.77%
EPS Trend: -1.5%
Last SUE: -4.00
Qual. Beats: 0
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: 572.143, 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: null,
Rev. CAGR: 16.69%
Rev. Trend: 64.5%
Last SUE: 3.60
Qual. Beats: 5

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: EVR Evercore Partners

Evercore Inc. (EVR) is an independent investment banking firm with global operations. The companys business model is divided into two segments: Investment Banking & Equities and Investment Management.

The Investment Banking & Equities segment provides diverse strategic advisory services, including mergers and acquisitions, and capital markets advisory. This segment also offers research, sales, and trading services to institutional investors. Investment banking is a relationship-driven industry.

The Investment Management segment focuses on wealth management for high-net-worth individuals, foundations, and endowments. This segment typically involves recurring revenue streams from asset management fees.

Evercore, founded in 1995, is headquartered in New York. Further analysis on ValueRay can provide deeper insights into EVRs performance and valuation metrics.

Headlines to Watch Out For
  • M&A advisory fees drive investment banking revenue
  • Global economic slowdown impacts advisory deal volume
  • Wealth management assets under management influence fee income
  • Regulatory changes could increase compliance costs
  • Competition for talent affects compensation expenses
Piotroski VR‑10 (Strict) 6.0
Net Income: 591.9m TTM > 0 and > 6% of Revenue
FCF/TA: 0.22 > 0.02 and ΔFCF/TA -0.88 > 1.0
NWC/Revenue: 53.47% < 20% (prev 42.47%; Δ 11.00% < -1%)
CFO/TA 0.23 > 3% & CFO 1.26b > Net Income 591.9m
Net Debt (-1.85b) to EBITDA (856.6m): -2.16 < 3
Current Ratio: 2.16 > 1.5 & < 3
Outstanding Shares: last quarter (42.8m) vs 12m ago 0.52% < -2%
Gross Margin: error (current vs previous; cannot be calculated due to missing/invalid data or negative margin)
Asset Turnover: 81.41% > 50% (prev 71.79%; Δ 9.62% > 0%)
Interest Coverage Ratio: 33.96 > 6 (EBITDA TTM 856.6m / Interest Expense TTM 24.3m)
Altman Z'' 6.16
A: 0.39 (Total Current Assets 3.86b - Total Current Liabilities 1.78b) / Total Assets 5.36b
B: 0.48 (Retained Earnings 2.58b / Total Assets 5.36b)
C: 0.17 (EBIT TTM 824.1m / Avg Total Assets 4.77b)
D: 0.85 (Book Value of Equity 2.57b / Total Liabilities 3.04b)
Altman-Z'' Score: 6.16 = AAA
Beneish M -3.09
DSRI: 1.32 (Receivables 777.0m/455.1m, Revenue 3.88b/3.00b)
GMI: 1.00 (GM 99.37% / 99.44%)
AQI: 0.30 (AQ_t 0.16 / AQ_t-1 0.53)
SGI: 1.29 (Revenue 3.88b / 3.00b)
TATA: -0.12 (NI 591.9m - CFO 1.26b) / TA 5.36b)
Beneish M-Score: -3.09 (Cap -4..+1) = AA
What is the price of EVR shares? As of April 09, 2026, the stock is trading at USD 326.02 with a total of 709,441 shares traded.
Over the past week, the price has changed by +8.21%, over one month by +14.08%, over three months by -10.61% and over the past year by +101.35%.
Is EVR a buy, sell or hold? Evercore Partners has received a consensus analysts rating of 3.75. Therefor, it is recommend to hold EVR.
  • StrongBuy: 2
  • Buy: 2
  • Hold: 4
  • Sell: 0
  • StrongSell: 0
What are the forecasts/targets for the EVR price?
Analysts Target Price 376.9 15.6%
Evercore Partners (EVR) - Fundamental Data Overview as of 05 April 2026
P/E Trailing = 21.6892
P/E Forward = 16.9205
P/S = 3.1315
P/B = 5.945
P/EG = 1.4056
Revenue TTM = 3.88b USD
EBIT TTM = 824.1m USD
EBITDA TTM = 856.6m USD
Long Term Debt = 540.2m USD (from longTermDebt, last quarter)
Short Term Debt = 106.6m USD (from shortTermDebt, last quarter)
Debt = 1.16b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = -1.85b USD (recalculated: Debt 1.16b - CCE 3.01b)
Enterprise Value = 10.23b USD (12.08b + Debt 1.16b - CCE 3.01b)
Interest Coverage Ratio = 33.96 (Ebit TTM 824.1m / Interest Expense TTM 24.3m)
EV/FCF = 8.65x (Enterprise Value 10.23b / FCF TTM 1.18b)
FCF Yield = 11.56% (FCF TTM 1.18b / Enterprise Value 10.23b)
FCF Margin = 30.48% (FCF TTM 1.18b / Revenue TTM 3.88b)
Net Margin = 15.26% (Net Income TTM 591.9m / Revenue TTM 3.88b)
 Gross Margin = unknown ((Revenue TTM 3.88b - Cost of Revenue TTM 24.3m) / Revenue TTM)
 Tobins Q-Ratio = 1.91 (Enterprise Value 10.23b / Total Assets 5.36b)
Interest Expense / Debt = 0.76% (Interest Expense 8.75m / Debt 1.16b)
Taxrate = 29.08% (90.8m / 312.2m)
NOPAT = 584.4m (EBIT 824.1m * (1 - 29.08%))
Current Ratio = 2.16 (Total Current Assets 3.86b / Total Current Liabilities 1.78b)
Debt / Equity = 0.57 (Debt 1.16b / totalStockholderEquity, last quarter 2.03b)
Debt / EBITDA = -2.16 (Net Debt -1.85b / EBITDA 856.6m)
Debt / FCF = -1.57 (Net Debt -1.85b / FCF TTM 1.18b)
Total Stockholder Equity = 1.75b (last 4 quarters mean from totalStockholderEquity)
RoA = 12.42% (Net Income 591.9m / Total Assets 5.36b)
RoE = 33.81% (Net Income TTM 591.9m / Total Stockholder Equity 1.75b)
RoCE = 35.97% (EBIT 824.1m / Capital Employed (Equity 1.75b + L.T.Debt 540.2m))
RoIC = 26.17% (NOPAT 584.4m / Invested Capital 2.23b)
WACC = 11.60% (E(12.08b)/V(13.23b) * Re(12.66%) + D(1.16b)/V(13.23b) * Rd(0.76%) * (1-Tc(0.29)))
Discount Rate = 12.66% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 100.0 | Cagr: 2.61%
[DCF] Terminal Value 68.48% ; FCFF base≈1.09b ; Y1≈1.22b ; Y5≈1.61b
[DCF] Fair Price = 458.5 (EV 16.31b - Net Debt -1.85b = Equity 18.16b / Shares 39.6m; r=11.60% [WACC]; 5y FCF grow 13.50% → 3.0% )
EPS Correlation: -1.47 | EPS CAGR: -48.77% | SUE: -4.0 | # QB: 0
Revenue Correlation: 64.52 | Revenue CAGR: 16.69% | SUE: 3.60 | # QB: 5
EPS next Quarter (2026-06-30): EPS=3.67 | Chg7d=-0.060 | Chg30d=-0.144 | Revisions Net=-2 | Analysts=9
EPS current Year (2026-12-31): EPS=18.23 | Chg7d=-0.129 | Chg30d=-0.290 | Revisions Net=+0 | Growth EPS=+25.2% | Growth Revenue=+20.0%
EPS next Year (2027-12-31): EPS=22.91 | Chg7d=-0.161 | Chg30d=-0.477 | Revisions Net=+0 | Growth EPS=+25.7% | Growth Revenue=+14.1%
[Analyst] Revisions Ratio: -1.00 (0 Up / 2 Down within 30d for Next Quarter)
[Growth] Implied Growth Rate = 8.0% (Discount Rate 12.7% - Earnings Yield 4.6%)
[Growth] Growth Spread = +15.2% (Analyst 23.2% - Implied 8.0%)
External Resources
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