(EVR) Evercore Partners - Ratings and Ratios
Advisory, Capital-Raising, Trading, Wealth-Management
EPS (Earnings per Share)
Revenue
Dividends
| Dividend Yield | 1.21% |
| Yield on Cost 5y | 3.03% |
| Yield CAGR 5y | 5.80% |
| Payout Consistency | 100.0% |
| Payout Ratio | 25.9% |
| Risk via 5d forecast | |
|---|---|
| Volatility | 29.9% |
| Value at Risk 5%th | 49.0% |
| Relative Tail Risk | -0.42% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.89 |
| Alpha | 9.61 |
| CAGR/Max DD | 0.98 |
| Character TTM | |
|---|---|
| Hurst Exponent | 0.418 |
| Beta | 1.778 |
| Beta Downside | 1.992 |
| Drawdowns 3y | |
|---|---|
| Max DD | 47.86% |
| Mean DD | 8.84% |
| Median DD | 5.33% |
Description: EVR Evercore Partners January 04, 2026
Evercore Inc. (NYSE:EVR) is a global, independent investment banking firm operating across the Americas, EMEA, and APAC. The company is organized into two primary segments: Investment Banking & Equities, which delivers advisory services-including M&A, defense, shareholder, and real-estate strategies-as well as capital-raising, liability management, and equity-capital-markets execution; and Investment Management, which offers wealth-management solutions to high-net-worth individuals, foundations, and endowments. Evercore rebranded from Evercore Partners in August 2017 and remains headquartered in New York.
In FY 2023 Evercore generated $1.7 billion in revenue, up 9 % year-over-year, with an adjusted EBITDA margin of roughly 45 %, reflecting the premium pricing power of its advisory franchise. The firm’s deal flow is closely tied to macro-driven M&A activity: a 15 % YoY increase in global announced M&A volume in Q4 2023 helped lift advisory fees, while a tightening of credit spreads has heightened demand for liability-management and restructuring advice. Additionally, Evercore’s equity-capital-markets platform captured ~2 % of total U.S. equity underwriting volume in 2023, positioning it as a niche but high-margin player in a market dominated by bulge-bracket banks.
For a data-driven deep-dive into Evercore’s valuation metrics and peer comparisons, consider reviewing the analytics available on ValueRay.
Piotroski VR‑10 (Strict, 0-10) 7.0
| Net Income (528.4m TTM) > 0 and > 6% of Revenue (6% = 213.8m TTM) |
| FCFTA 0.24 (>2.0%) and ΔFCFTA 4.30pp (YES ≥ +1.0pp, WARN ≥ +0.5pp) |
| NWC/Revenue 59.51% (prev 55.10%; Δ 4.41pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp) |
| CFO/TA 0.26 (>3.0%) and CFO 1.14b > Net Income 528.4m (YES >=105%, WARN >=100%) |
| Net Debt (144.3m) to EBITDA (697.1m) ratio: 0.21 <= 3.0 (WARN <= 3.5) |
| Current Ratio 15.40 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active) |
| Outstanding Shares last Quarter (41.9m) change vs 12m ago -0.34% (target <= -2.0% for YES) |
| Gross Margin 99.45% (prev 99.40%; Δ 0.04pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0) |
| Asset Turnover 89.18% (prev 78.63%; Δ 10.55pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0) |
| Interest Coverage Ratio 35.22 (EBITDA TTM 697.1m / Interest Expense TTM 19.7m) >= 6 (WARN >= 3) |
Altman Z'' 7.17
| (A) 0.48 = (Total Current Assets 2.27b - Total Current Liabilities 147.2m) / Total Assets 4.42b |
| (B) 0.55 = Retained Earnings (Balance) 2.41b / Total Assets 4.42b |
| (C) 0.17 = EBIT TTM 694.1m / Avg Total Assets 3.99b |
| (D) 1.03 = Book Value of Equity 2.40b / Total Liabilities 2.34b |
| Total Rating: 7.17 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D) |
ValueRay F-Score (Strict, 0-100) 83.27
| 1. Piotroski 7.0pt |
| 2. FCF Yield 7.26% |
| 3. FCF Margin 29.67% |
| 4. Debt/Equity 0.63 |
| 5. Debt/Ebitda 0.21 |
| 6. ROIC - WACC (= 12.39)% |
| 7. RoE 31.65% |
| 8. Rev. Trend 22.61% |
| 9. EPS Trend -25.01% |
What is the price of EVR shares?
Over the past week, the price has changed by +4.77%, over one month by +13.79%, over three months by +18.64% and over the past year by +40.36%.
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 | 373.9 | 2% |
| Analysts Target Price | 373.9 | 2% |
| ValueRay Target Price | 502.2 | 37% |
EVR Fundamental Data Overview January 13, 2026
P/E Forward = 28.8184
P/S = 4.0285
P/B = 7.8878
P/EG = 1.9827
Revenue TTM = 3.56b USD
EBIT TTM = 694.1m USD
EBITDA TTM = 697.1m USD
Long Term Debt = 540.4m USD (from longTermDebt, last quarter)
Short Term Debt = 109.7m USD (from shortTermDebt, last quarter)
Debt = 1.13b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 144.3m USD (from netDebt column, last quarter)
Enterprise Value = 14.55b USD (14.27b + Debt 1.13b - CCE 851.9m)
Interest Coverage Ratio = 35.22 (Ebit TTM 694.1m / Interest Expense TTM 19.7m)
EV/FCF = 13.77x (Enterprise Value 14.55b / FCF TTM 1.06b)
FCF Yield = 7.26% (FCF TTM 1.06b / Enterprise Value 14.55b)
FCF Margin = 29.67% (FCF TTM 1.06b / Revenue TTM 3.56b)
Net Margin = 14.83% (Net Income TTM 528.4m / Revenue TTM 3.56b)
Gross Margin = 99.45% ((Revenue TTM 3.56b - Cost of Revenue TTM 19.7m) / Revenue TTM)
Gross Margin QoQ = 99.32% (prev 99.50%)
Tobins Q-Ratio = 3.29 (Enterprise Value 14.55b / Total Assets 4.42b)
Interest Expense / Debt = 0.63% (Interest Expense 7.11m / Debt 1.13b)
Taxrate = 27.52% (59.8m / 217.3m)
NOPAT = 503.1m (EBIT 694.1m * (1 - 27.52%))
Current Ratio = 15.40 (Total Current Assets 2.27b / Total Current Liabilities 147.2m)
Debt / Equity = 0.63 (Debt 1.13b / totalStockholderEquity, last quarter 1.81b)
Debt / EBITDA = 0.21 (Net Debt 144.3m / EBITDA 697.1m)
Debt / FCF = 0.14 (Net Debt 144.3m / FCF TTM 1.06b)
Total Stockholder Equity = 1.67b (last 4 quarters mean from totalStockholderEquity)
RoA = 13.23% (Net Income 528.4m / Total Assets 4.42b)
RoE = 31.65% (Net Income TTM 528.4m / Total Stockholder Equity 1.67b)
RoCE = 31.41% (EBIT 694.1m / Capital Employed (Equity 1.67b + L.T.Debt 540.4m))
RoIC = 23.98% (NOPAT 503.1m / Invested Capital 2.10b)
WACC = 11.59% (E(14.27b)/V(15.41b) * Re(12.47%) + D(1.13b)/V(15.41b) * Rd(0.63%) * (1-Tc(0.28)))
Discount Rate = 12.47% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 33.33 | Cagr: 1.49%
[DCF Debug] Terminal Value 65.63% ; FCFF base≈913.8m ; Y1≈892.2m ; Y5≈900.6m
Fair Price DCF = 239.2 (EV 9.40b - Net Debt 144.3m = Equity 9.25b / Shares 38.7m; r=11.59% [WACC]; 5y FCF grow -3.38% → 2.90% )
EPS Correlation: -25.01 | EPS CAGR: -53.99% | SUE: -4.0 | # QB: 0
Revenue Correlation: 22.61 | Revenue CAGR: -1.81% | SUE: 1.44 | # QB: 4
EPS next Quarter (2026-03-31): EPS=3.85 | Chg30d=-0.035 | Revisions Net=+1 | Analysts=8
EPS next Year (2026-12-31): EPS=17.84 | Chg30d=+0.183 | Revisions Net=+1 | Growth EPS=+33.0% | Growth Revenue=+22.2%
Additional Sources for EVR Stock
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle