(EVR) Evercore Partners - Overview
Stock: Advisory, Capital-Raising, Trading, Wealth-Management
EPS (Earnings per Share)
Revenue
Dividends
| Dividend Yield | 1.21% |
| Yield on Cost 5y | 3.11% |
| Yield CAGR 5y | 5.80% |
| Payout Consistency | 100.0% |
| Payout Ratio | 22.9% |
| Risk 5d forecast | |
|---|---|
| Volatility | 34.1% |
| Relative Tail Risk | -0.83% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.67 |
| Alpha | 2.47 |
| Character TTM | |
|---|---|
| Beta | 1.772 |
| Beta Downside | 1.971 |
| Drawdowns 3y | |
|---|---|
| Max DD | 47.86% |
| CAGR/Max DD | 0.89 |
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) 8.5
| Net Income: 591.9m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.24 > 0.02 and ΔFCF/TA 7.15 > 1.0 |
| NWC/Revenue: 38.08% < 20% (prev 42.47%; Δ -4.39% < -1%) |
| CFO/TA 0.26 > 3% & CFO 1.14b > Net Income 591.9m |
| Net Debt (1.13b) to EBITDA (856.6m): 1.32 < 3 |
| Current Ratio: 2.87 > 1.5 & < 3 |
| Outstanding Shares: last quarter (42.8m) vs 12m ago 0.52% < -2% |
| Gross Margin: 78.68% > 18% (prev 0.99%; Δ 7768 % > 0.5%) |
| Asset Turnover: 90.27% > 50% (prev 71.79%; Δ 18.49% > 0%) |
| Interest Coverage Ratio: 33.96 > 6 (EBITDA TTM 856.6m / Interest Expense TTM 24.3m) |
Altman Z'' 5.26
| A: 0.33 (Total Current Assets 2.27b - Total Current Liabilities 789.9m) / Total Assets 4.42b |
| B: 0.55 (Retained Earnings 2.41b / Total Assets 4.42b) |
| C: 0.19 (EBIT TTM 824.1m / Avg Total Assets 4.30b) |
| D: 0.0 (Book Value of Equity 0.0 / Total Liabilities 2.34b) |
| Altman-Z'' Score: 5.26 = AAA |
What is the price of EVR shares?
Over the past week, the price has changed by +1.26%, over one month by -4.36%, over three months by +18.43% and over the past year by +26.89%.
Is EVR a buy, sell or hold?
- StrongBuy: 2
- Buy: 2
- Hold: 4
- Sell: 0
- StrongSell: 0
What are the forecasts/targets for the EVR price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 394.1 | 10.2% |
| Analysts Target Price | 394.1 | 10.2% |
| ValueRay Target Price | 475.2 | 32.8% |
EVR Fundamental Data Overview February 07, 2026
P/E Forward = 27.3973
P/S = 3.5223
P/B = 7.6174
P/EG = 1.8853
Revenue TTM = 3.88b USD
EBIT TTM = 824.1m USD
EBITDA TTM = 856.6m USD
Long Term Debt = 540.4m USD (from longTermDebt, two quarters ago)
Short Term Debt = 109.7m USD (from shortTermDebt, two quarters ago)
Debt = 1.13b USD (from shortLongTermDebtTotal, two quarters ago)
Net Debt = 1.13b USD (using Total Debt 1.13b, CCE unavailable)
Enterprise Value = 14.71b USD (13.58b + Debt 1.13b - (null CCE))
Interest Coverage Ratio = 33.96 (Ebit TTM 824.1m / Interest Expense TTM 24.3m)
EV/FCF = 13.92x (Enterprise Value 14.71b / FCF TTM 1.06b)
FCF Yield = 7.18% (FCF TTM 1.06b / Enterprise Value 14.71b)
FCF Margin = 27.24% (FCF TTM 1.06b / Revenue TTM 3.88b)
Net Margin = 15.26% (Net Income TTM 591.9m / Revenue TTM 3.88b)
Gross Margin = 78.68% ((Revenue TTM 3.88b - Cost of Revenue TTM 827.3m) / Revenue TTM)
Gross Margin QoQ = 37.41% (prev none%)
Tobins Q-Ratio = 3.33 (Enterprise Value 14.71b / Total Assets 4.42b)
Interest Expense / Debt = 0.77% (Interest Expense 8.75m / Debt 1.13b)
Taxrate = 29.08% (90.8m / 312.2m)
NOPAT = 584.4m (EBIT 824.1m * (1 - 29.08%))
Current Ratio = 2.87 (Total Current Assets 2.27b / Total Current Liabilities 789.9m)
Debt / Equity = 0.63 (Debt 1.13b / totalStockholderEquity, two quarters ago 1.81b)
Debt / EBITDA = 1.32 (Net Debt 1.13b / EBITDA 856.6m)
Debt / FCF = 1.07 (Net Debt 1.13b / FCF TTM 1.06b)
Total Stockholder Equity = 1.67b (last 4 quarters mean from totalStockholderEquity)
RoA = 13.77% (Net Income 591.9m / Total Assets 4.42b)
RoE = 35.45% (Net Income TTM 591.9m / Total Stockholder Equity 1.67b)
RoCE = 37.29% (EBIT 824.1m / Capital Employed (Equity 1.67b + L.T.Debt 540.4m))
RoIC = 27.78% (NOPAT 584.4m / Invested Capital 2.10b)
WACC = 11.53% (E(13.58b)/V(14.71b) * Re(12.45%) + D(1.13b)/V(14.71b) * Rd(0.77%) * (1-Tc(0.29)))
Discount Rate = 12.45% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 100.0 | Cagr: 2.61%
[DCF Debug] Terminal Value 65.79% ; FCFF base≈913.8m ; Y1≈892.2m ; Y5≈900.6m
Fair Price DCF = 215.1 (EV 9.45b - Net Debt 1.13b = Equity 8.32b / Shares 38.7m; r=11.53% [WACC]; 5y FCF grow -3.38% → 2.90% )
EPS Correlation: 29.79 | EPS CAGR: 8.41% | SUE: 1.59 | # QB: 5
Revenue Correlation: 64.52 | Revenue CAGR: 16.69% | SUE: 3.60 | # QB: 5
EPS next Quarter (2026-03-31): EPS=4.19 | Chg30d=+0.396 | Revisions Net=+7 | Analysts=9
EPS current Year (2026-12-31): EPS=18.77 | Chg30d=+1.116 | Revisions Net=+8 | Growth EPS=+28.9% | Growth Revenue=+22.6%
EPS next Year (2027-12-31): EPS=23.39 | Chg30d=+0.716 | Revisions Net=+7 | Growth EPS=+24.6% | Growth Revenue=+13.1%