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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 8/10

vs
industry
vs
history
Cash to Debt 3.52
EVR's Cash to Debt is ranked higher than
65% of the 395 Companies
in the Global Capital Markets industry.

( Industry Median: 4.33 vs. EVR: 3.52 )
EVR' s 10-Year Cash to Debt Range
Min: 0.62   Max: No Debt
Current: 3.52

Equity to Asset 0.42
EVR's Equity to Asset is ranked higher than
76% of the 438 Companies
in the Global Capital Markets industry.

( Industry Median: 0.26 vs. EVR: 0.42 )
EVR' s 10-Year Equity to Asset Range
Min: 0.23   Max: 0.47
Current: 0.42

0.23
0.47
Interest Coverage 9.31
EVR's Interest Coverage is ranked higher than
63% of the 343 Companies
in the Global Capital Markets industry.

( Industry Median: 15.22 vs. EVR: 9.31 )
EVR' s 10-Year Interest Coverage Range
Min: 0.69   Max: 9.31
Current: 9.31

0.69
9.31
F-Score: 6
Z-Score: 2.82
M-Score: -2.17
WACC vs ROIC
14.19%
48.76%
WACC
ROIC
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 7/10

vs
industry
vs
history
Operating margin (%) 18.35
EVR's Operating margin (%) is ranked higher than
69% of the 445 Companies
in the Global Capital Markets industry.

( Industry Median: 21.18 vs. EVR: 18.35 )
EVR' s 10-Year Operating margin (%) Range
Min: -10.73   Max: 60.15
Current: 18.35

-10.73
60.15
Net-margin (%) 9.33
EVR's Net-margin (%) is ranked higher than
60% of the 445 Companies
in the Global Capital Markets industry.

( Industry Median: 16.50 vs. EVR: 9.33 )
EVR' s 10-Year Net-margin (%) Range
Min: -10.14   Max: 57.67
Current: 9.33

-10.14
57.67
ROE (%) 21.03
EVR's ROE (%) is ranked higher than
91% of the 446 Companies
in the Global Capital Markets industry.

( Industry Median: 7.84 vs. EVR: 21.03 )
EVR' s 10-Year ROE (%) Range
Min: -30.73   Max: 122.88
Current: 21.03

-30.73
122.88
ROA (%) 9.14
EVR's ROA (%) is ranked higher than
91% of the 447 Companies
in the Global Capital Markets industry.

( Industry Median: 1.86 vs. EVR: 9.14 )
EVR' s 10-Year ROA (%) Range
Min: -8.95   Max: 82.5
Current: 9.14

-8.95
82.5
ROC (Joel Greenblatt) (%) 677.82
EVR's ROC (Joel Greenblatt) (%) is ranked higher than
92% of the 441 Companies
in the Global Capital Markets industry.

( Industry Median: 128.01 vs. EVR: 677.82 )
EVR' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -589.97   Max: 5879.98
Current: 677.82

-589.97
5879.98
Revenue Growth (3Y)(%) 5.30
EVR's Revenue Growth (3Y)(%) is ranked higher than
76% of the 363 Companies
in the Global Capital Markets industry.

( Industry Median: 2.00 vs. EVR: 5.30 )
EVR' s 10-Year Revenue Growth (3Y)(%) Range
Min: 0   Max: 134.5
Current: 5.3

0
134.5
EBITDA Growth (3Y)(%) 12.60
EVR's EBITDA Growth (3Y)(%) is ranked higher than
82% of the 294 Companies
in the Global Capital Markets industry.

( Industry Median: 0.90 vs. EVR: 12.60 )
EVR' s 10-Year EBITDA Growth (3Y)(%) Range
Min: 0   Max: 53.6
Current: 12.6

0
53.6
» EVR's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q1 2014

EVR Guru Trades in Q1 2014

Steven Cohen 5,751 sh (New)
Joel Greenblatt 41,108 sh (+29.65%)
Jim Simons 149,540 sh (-31.18%)
» More
Q2 2014

EVR Guru Trades in Q2 2014

Joel Greenblatt 21,628 sh (-47.39%)
Jim Simons 10,600 sh (-92.91%)
» More
Q3 2014

EVR Guru Trades in Q3 2014

Paul Tudor Jones 27,145 sh (New)
Jim Simons 47,600 sh (+349.06%)
Joel Greenblatt 25,825 sh (+19.41%)
» More
Q4 2014

EVR Guru Trades in Q4 2014

Jim Simons 190,100 sh (+299.37%)
Joel Greenblatt 40,475 sh (+56.73%)
Paul Tudor Jones 13,198 sh (-51.38%)
» More
» Details

Insider Trades

Latest Guru Trades with EVR

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Joel Greenblatt 2014-12-31 Add 56.73%0.01%$45.29 - $54.36 $ 51.63%40475
Joel Greenblatt 2014-06-30 Reduce -47.39%0.02%$49.11 - $58.5 $ 51.6-6%21628
Joel Greenblatt 2014-03-31 Add 29.65%0.01%$52.53 - $63.14 $ 51.6-10%41108
Joel Greenblatt 2013-12-31 Add 30.75%0.01%$45.67 - $60.53 $ 51.6-3%31707
George Soros 2013-09-30 Sold Out 0.02%$37.87 - $51.85 $ 51.612%0
Joel Greenblatt 2013-06-30 New Buy0.04%$35.09 - $41.7 $ 51.633%24756
George Soros 2013-06-30 New Buy0.02%$35.09 - $41.7 $ 51.633%40400
John Keeley 2012-06-30 Sold Out 0.18%$21.98 - $28.66 $ 51.6107%0
John Keeley 2012-03-31 Reduce -36.25%0.09%$25.91 - $29.78 $ 51.695%299000
Premium More recent guru trades are included for Premium Members only!!
Premium More recent guru trades are included for USA Subscribe Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Ratios

vs
industry
vs
history
P/E(ttm) 28.20
EVR's P/E(ttm) is ranked higher than
67% of the 487 Companies
in the Global Capital Markets industry.

( Industry Median: 25.60 vs. EVR: 28.20 )
EVR' s 10-Year P/E(ttm) Range
Min: 15.23   Max: 152.78
Current: 28.2

15.23
152.78
Forward P/E 14.14
EVR's Forward P/E is ranked higher than
86% of the 487 Companies
in the Global Capital Markets industry.

( Industry Median: 35.34 vs. EVR: 14.14 )
N/A
PE(NRI) 28.20
EVR's PE(NRI) is ranked higher than
67% of the 487 Companies
in the Global Capital Markets industry.

( Industry Median: 25.70 vs. EVR: 28.20 )
EVR' s 10-Year PE(NRI) Range
Min: 15.29   Max: 581.8
Current: 28.2

15.29
581.8
P/B 3.70
EVR's P/B is ranked higher than
57% of the 487 Companies
in the Global Capital Markets industry.

( Industry Median: 1.86 vs. EVR: 3.70 )
EVR' s 10-Year P/B Range
Min: 0.38   Max: 4.1
Current: 3.7

0.38
4.1
P/S 2.60
EVR's P/S is ranked higher than
76% of the 487 Companies
in the Global Capital Markets industry.

( Industry Median: 3.73 vs. EVR: 2.60 )
EVR' s 10-Year P/S Range
Min: 0.32   Max: 3.07
Current: 2.6

0.32
3.07
PFCF 13.60
EVR's PFCF is ranked higher than
85% of the 487 Companies
in the Global Capital Markets industry.

( Industry Median: 59.83 vs. EVR: 13.60 )
EVR' s 10-Year PFCF Range
Min: 1.2   Max: 27.56
Current: 13.6

1.2
27.56
POCF 12.59
EVR's POCF is ranked higher than
82% of the 487 Companies
in the Global Capital Markets industry.

( Industry Median: 23.45 vs. EVR: 12.59 )
EVR' s 10-Year POCF Range
Min: 1.15   Max: 25.18
Current: 12.59

1.15
25.18
EV-to-EBIT 11.34
EVR's EV-to-EBIT is ranked higher than
85% of the 487 Companies
in the Global Capital Markets industry.

( Industry Median: 24.76 vs. EVR: 11.34 )
EVR' s 10-Year EV-to-EBIT Range
Min: -22.1   Max: 24.6
Current: 11.34

-22.1
24.6
PEG 4.41
EVR's PEG is ranked higher than
89% of the 487 Companies
in the Global Capital Markets industry.

( Industry Median: 0.00 vs. EVR: 4.41 )
EVR' s 10-Year PEG Range
Min: 1.64   Max: 28.31
Current: 4.41

1.64
28.31
Shiller P/E 79.00
EVR's Shiller P/E is ranked higher than
71% of the 487 Companies
in the Global Capital Markets industry.

( Industry Median: 43.87 vs. EVR: 79.00 )
EVR' s 10-Year Shiller P/E Range
Min: 71.4   Max: 151.27
Current: 79

71.4
151.27
Current Ratio 1.98
EVR's Current Ratio is ranked higher than
79% of the 290 Companies
in the Global Capital Markets industry.

( Industry Median: 1.29 vs. EVR: 1.98 )
EVR' s 10-Year Current Ratio Range
Min: 0.81   Max: 2.75
Current: 1.98

0.81
2.75
Quick Ratio 1.98
EVR's Quick Ratio is ranked higher than
79% of the 290 Companies
in the Global Capital Markets industry.

( Industry Median: 1.29 vs. EVR: 1.98 )
EVR' s 10-Year Quick Ratio Range
Min: 0.81   Max: 2.75
Current: 1.98

0.81
2.75
Days Sales Outstanding 40.52
EVR's Days Sales Outstanding is ranked higher than
78% of the 487 Companies
in the Global Capital Markets industry.

( Industry Median: 117.13 vs. EVR: 40.52 )
EVR' s 10-Year Days Sales Outstanding Range
Min: 26.46   Max: 51.22
Current: 40.52

26.46
51.22

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 2.00
EVR's Dividend Yield is ranked lower than
65% of the 354 Companies
in the Global Capital Markets industry.

( Industry Median: 2.67 vs. EVR: 2.00 )
EVR' s 10-Year Dividend Yield Range
Min: 0.21   Max: 6.75
Current: 2

0.21
6.75
Dividend Payout 0.54
EVR's Dividend Payout is ranked higher than
87% of the 487 Companies
in the Global Capital Markets industry.

( Industry Median: 0.88 vs. EVR: 0.54 )
EVR' s 10-Year Dividend Payout Range
Min: 0.11   Max: 3
Current: 0.54

0.11
3
Dividend growth (3y) 13.00
EVR's Dividend growth (3y) is ranked higher than
85% of the 226 Companies
in the Global Capital Markets industry.

( Industry Median: 0.50 vs. EVR: 13.00 )
EVR' s 10-Year Dividend growth (3y) Range
Min: 0   Max: 28.1
Current: 13

0
28.1
Yield on cost (5-Year) 5.32
EVR's Yield on cost (5-Year) is ranked higher than
76% of the 357 Companies
in the Global Capital Markets industry.

( Industry Median: 2.82 vs. EVR: 5.32 )
EVR' s 10-Year Yield on cost (5-Year) Range
Min: 0.56   Max: 17.95
Current: 5.32

0.56
17.95
Share Buyback Rate -18.80
EVR's Share Buyback Rate is ranked lower than
52% of the 320 Companies
in the Global Capital Markets industry.

( Industry Median: -1.40 vs. EVR: -18.80 )
EVR' s 10-Year Share Buyback Rate Range
Min: 0   Max: -31
Current: -18.8

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 6.35
EVR's Price/Tangible Book is ranked higher than
61% of the 487 Companies
in the Global Capital Markets industry.

( Industry Median: 3.33 vs. EVR: 6.35 )
EVR' s 10-Year Price/Tangible Book Range
Min: 0.77   Max: 7.03
Current: 6.35

0.77
7.03
Price/DCF (Projected) 1.44
EVR's Price/DCF (Projected) is ranked higher than
82% of the 487 Companies
in the Global Capital Markets industry.

( Industry Median: 5.66 vs. EVR: 1.44 )
EVR' s 10-Year Price/DCF (Projected) Range
Min: 0.66   Max: 1.79
Current: 1.44

0.66
1.79
Price/Median PS Value 1.71
EVR's Price/Median PS Value is ranked higher than
59% of the 487 Companies
in the Global Capital Markets industry.

( Industry Median: 1.27 vs. EVR: 1.71 )
EVR' s 10-Year Price/Median PS Value Range
Min: 0.27   Max: 1.96
Current: 1.71

0.27
1.96
Price/Peter Lynch Fair Value 3.40
EVR's Price/Peter Lynch Fair Value is ranked higher than
91% of the 487 Companies
in the Global Capital Markets industry.

( Industry Median: 0.00 vs. EVR: 3.40 )
EVR' s 10-Year Price/Peter Lynch Fair Value Range
Min: 1.84   Max: 3.5
Current: 3.4

1.84
3.5
Price/Graham Number 2.40
EVR's Price/Graham Number is ranked higher than
71% of the 487 Companies
in the Global Capital Markets industry.

( Industry Median: 2.84 vs. EVR: 2.40 )
EVR' s 10-Year Price/Graham Number Range
Min: 0.41   Max: 6.33
Current: 2.4

0.41
6.33
Earnings Yield (Greenblatt) 8.80
EVR's Earnings Yield (Greenblatt) is ranked higher than
83% of the 440 Companies
in the Global Capital Markets industry.

( Industry Median: 4.70 vs. EVR: 8.80 )
EVR' s 10-Year Earnings Yield (Greenblatt) Range
Min: 4.1   Max: 540.7
Current: 8.8

4.1
540.7
Forward Rate of Return (Yacktman) 16.39
EVR's Forward Rate of Return (Yacktman) is ranked higher than
82% of the 256 Companies
in the Global Capital Markets industry.

( Industry Median: 6.94 vs. EVR: 16.39 )
EVR' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 7.9   Max: 28.4
Current: 16.39

7.9
28.4

Business Description

Industry: Brokers & Exchanges » Capital Markets
Compare:PJC, SIEB, GHL, GS, SF » details
Traded in other countries:QGJ.Germany,
Evercore Partners, Inc. was incorporated in Delaware on July 21, 2005. The Company's initial public offering on August 10, 2006. The Company operates as an independent investment banking advisory firm that provides advisory services to prominent multinational corporations on significant mergers, acquisitions, divestitures, restructurings, financings and other strategic corporate transactions. Evercore also includes an Investment Management business directly and through affiliates, manages financial assets for sophisticated institutional investors and provides independent fiduciary services to corporate employee benefit plans and high net-worth individuals, the wealth management business through which the Company provides investment advisory and wealth management services for high net-worth individuals and associated entities, and the private equity business through which the Company, directly and through affiliates, manages private equity funds. The Company's two business segments are Investment Banking and Investment Management. Its Investment Banking includes providing advice to clients on significant mergers, acquisitions, divestitures and other strategic corporate transactions, as well as services related to securities underwriting, private fund placement services and commissions for agency-based equity trading services and equity research. Investment Management includes advising third-party investors in the Institutional Asset Management, Wealth Management and Private Equity sectors. Investment Management includes its Advisory services, through which it provide advice to clients on significant mergers, acquisitions, divestitures and other strategic corporate transactions, with a particular focus on advising prominent multinational corporations and substantial private equity firms on large, complex transactions. Its competitors are other investment banking, financial advisory and investment management firms. The Company competes both globally and on a regional, product or niche basis. It competes on the basis of a number of factors, including transaction execution skills, investment performance, its range of products and services, innovation, reputation and price. The Company's business, as well as the financial services industry generally, is subject to extensive regulation in the United States and elsewhere.
» More Articles for EVR

Headlines

Articles On GuruFocus.com
Evercore Partners Inc. (EVR) Vice Chairman Eduardo G Mestre sells 7,262 Shares Mar 09 2011 
Evercore Partners Inc. (EVR) Vice Chairman Eduardo G Mestre sells 17,556 Shares Feb 16 2011 
Evercore Partners Inc. Reports Operating Results (10-Q) Nov 05 2010 
Evercore Partners Inc. Reports Operating Results (10-Q) Aug 06 2010 
Evercore Partners Inc. Reports Operating Results (10-Q) May 05 2010 
Evercore Partners Inc. (EVR) Co-Vice Chairman Bernard J Taylor sells 172,588 Shares Mar 17 2010 
Evercore Partners Inc. (EVR) Co-Vice Chairman Bernard J Taylor sells 108,800 Shares Mar 16 2010 
Evercore Partners Inc. (EVR) Vice Chairman Eduardo G Mestre sells 7,258 Shares Mar 15 2010 
Evercore Partners Inc. (EVR) Co-Vice Chairman Bernard J Taylor sells 118,000 Shares Mar 15 2010 
Evercore Partners Inc. (EVR) Co-Vice Chairman Bernard J Taylor sells 227,500 Shares Mar 12 2010 

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