Switch to:

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 2.37
EVR's Cash to Debt is ranked higher than
54% of the 345 Companies
in the Global Capital Markets industry.

( Industry Median: 16.67 vs. EVR: 2.37 )
EVR' s 10-Year Cash to Debt Range
Min: 0.62   Max: No Debt
Current: 2.37

Equity to Asset 0.47
EVR's Equity to Asset is ranked higher than
74% of the 398 Companies
in the Global Capital Markets industry.

( Industry Median: 0.29 vs. EVR: 0.47 )
EVR' s 10-Year Equity to Asset Range
Min: 0.23   Max: 0.47
Current: 0.47

0.23
0.47
Interest Coverage 9.31
EVR's Interest Coverage is ranked higher than
63% of the 296 Companies
in the Global Capital Markets industry.

( Industry Median: 12.44 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: 7
Z-Score: 3.45
M-Score: -2.86
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 : 8/10

vs
industry
vs
history
Operating margin (%) 16.73
EVR's Operating margin (%) is ranked higher than
67% of the 359 Companies
in the Global Capital Markets industry.

( Industry Median: 19.05 vs. EVR: 16.73 )
EVR' s 10-Year Operating margin (%) Range
Min: -10.73   Max: 60.15
Current: 16.73

-10.73
60.15
Net-margin (%) 6.83
EVR's Net-margin (%) is ranked higher than
56% of the 364 Companies
in the Global Capital Markets industry.

( Industry Median: 15.57 vs. EVR: 6.83 )
EVR' s 10-Year Net-margin (%) Range
Min: -10.14   Max: 57.67
Current: 6.83

-10.14
57.67
ROE (%) 10.60
EVR's ROE (%) is ranked higher than
81% of the 362 Companies
in the Global Capital Markets industry.

( Industry Median: 7.87 vs. EVR: 10.60 )
EVR' s 10-Year ROE (%) Range
Min: -19.94   Max: 122.61
Current: 10.6

-19.94
122.61
ROA (%) 4.51
EVR's ROA (%) is ranked higher than
83% of the 365 Companies
in the Global Capital Markets industry.

( Industry Median: 1.93 vs. EVR: 4.51 )
EVR' s 10-Year ROA (%) Range
Min: -5.01   Max: 77.57
Current: 4.51

-5.01
77.57
ROC (Joel Greenblatt) (%) 468.54
EVR's ROC (Joel Greenblatt) (%) is ranked higher than
86% of the 344 Companies
in the Global Capital Markets industry.

( Industry Median: 141.27 vs. EVR: 468.54 )
EVR' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -361.05   Max: 2939.99
Current: 468.54

-361.05
2939.99
Revenue Growth (%) 5.30
EVR's Revenue Growth (%) is ranked higher than
77% of the 328 Companies
in the Global Capital Markets industry.

( Industry Median: 1.00 vs. EVR: 5.30 )
EVR' s 10-Year Revenue Growth (%) Range
Min: 0   Max: 134.5
Current: 5.3

0
134.5
EBITDA Growth (%) 12.60
EVR's EBITDA Growth (%) is ranked higher than
82% of the 273 Companies
in the Global Capital Markets industry.

( Industry Median: 0.40 vs. EVR: 12.60 )
EVR' s 10-Year EBITDA Growth (%) 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

Q2 2013

EVR Guru Trades in Q2 2013

Joel Greenblatt 24,756 sh (New)
George Soros 40,400 sh (New)
Paul Tudor Jones 7,955 sh (+19.53%)
Pioneer Investments Sold Out
Jim Simons 475,300 sh (-2.48%)
Chuck Royce 267,000 sh (-12.29%)
» More
Q3 2013

EVR Guru Trades in Q3 2013

Steven Cohen 5,204 sh (New)
Paul Tudor Jones Sold Out
George Soros Sold Out
Joel Greenblatt 24,250 sh (-2.04%)
Jim Simons 452,400 sh (-4.82%)
Chuck Royce 93,000 sh (-65.17%)
» More
Q4 2013

EVR Guru Trades in Q4 2013

Joel Greenblatt 31,707 sh (+30.75%)
Steven Cohen Sold Out
Chuck Royce Sold Out
Jim Simons 217,300 sh (-51.97%)
» More
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
» 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 2014-03-31 Add 29.65%0.01%$52.53 - $63.14 $ 54.88-4%41108
Joel Greenblatt 2013-12-31 Add 30.75%0.01%$45.67 - $60.53 $ 54.883%31707
George Soros 2013-09-30 Sold Out 0.02%$37.87 - $51.85 $ 54.8819%0
Joel Greenblatt 2013-06-30 New Buy0.04%$35.09 - $41.7 $ 54.8842%24756
George Soros 2013-06-30 New Buy0.02%$35.09 - $41.7 $ 54.8842%40400
John Keeley 2012-06-30 Sold Out 0.18%$21.98 - $28.66 $ 54.88120%0
John Keeley 2012-03-31 Reduce -36.25%0.09%$25.91 - $29.78 $ 54.88108%299000
George Soros 2011-09-30 Sold Out 0.141%$21.1 - $33.45 $ 54.88108%0
George Soros 2011-06-30 New Buy0.14%$32.57 - $37.01 $ 54.8858%300931
Premium More recent guru trades are included for Premium Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Ratios

vs
industry
vs
history
P/E(ttm) 37.00
EVR's P/E(ttm) is ranked higher than
60% of the 438 Companies
in the Global Capital Markets industry.

( Industry Median: 23.80 vs. EVR: 37.00 )
EVR' s 10-Year P/E(ttm) Range
Min: 15.23   Max: 152.78
Current: 37

15.23
152.78
P/B 4.00
EVR's P/B is ranked lower than
51% of the 438 Companies
in the Global Capital Markets industry.

( Industry Median: 1.51 vs. EVR: 4.00 )
EVR' s 10-Year P/B Range
Min: 0.38   Max: 4.11
Current: 4

0.38
4.11
P/S 2.80
EVR's P/S is ranked higher than
73% of the 438 Companies
in the Global Capital Markets industry.

( Industry Median: 3.83 vs. EVR: 2.80 )
EVR' s 10-Year P/S Range
Min: 0.34   Max: 3.06
Current: 2.8

0.34
3.06
PFCF 12.50
EVR's PFCF is ranked higher than
84% of the 438 Companies
in the Global Capital Markets industry.

( Industry Median: 141.14 vs. EVR: 12.50 )
EVR' s 10-Year PFCF Range
Min: 1.2   Max: 27.56
Current: 12.5

1.2
27.56
EV-to-EBIT 13.73
EVR's EV-to-EBIT is ranked higher than
82% of the 438 Companies
in the Global Capital Markets industry.

( Industry Median: 25.93 vs. EVR: 13.73 )
EVR' s 10-Year EV-to-EBIT Range
Min: 0.3   Max: 24.6
Current: 13.73

0.3
24.6
PEG 5.80
EVR's PEG is ranked higher than
83% of the 438 Companies
in the Global Capital Markets industry.

( Industry Median: 9999.00 vs. EVR: 5.80 )
EVR' s 10-Year PEG Range
Min: 1.65   Max: 28.31
Current: 5.8

1.65
28.31
Shiller P/E 116.60
EVR's Shiller P/E is ranked higher than
72% of the 438 Companies
in the Global Capital Markets industry.

( Industry Median: 9999.00 vs. EVR: 116.60 )
EVR' s 10-Year Shiller P/E Range
Min: 104.42   Max: 151.27
Current: 116.6

104.42
151.27
Current Ratio 2.75
EVR's Current Ratio is ranked higher than
79% of the 237 Companies
in the Global Capital Markets industry.

( Industry Median: 1.41 vs. EVR: 2.75 )
EVR' s 10-Year Current Ratio Range
Min: 0.81   Max: 2.75
Current: 2.75

0.81
2.75
Quick Ratio 2.75
EVR's Quick Ratio is ranked higher than
79% of the 237 Companies
in the Global Capital Markets industry.

( Industry Median: 1.41 vs. EVR: 2.75 )
EVR' s 10-Year Quick Ratio Range
Min: 0.81   Max: 2.75
Current: 2.75

0.81
2.75

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 1.70
EVR's Dividend Yield is ranked lower than
65% of the 315 Companies
in the Global Capital Markets industry.

( Industry Median: 2.53 vs. EVR: 1.70 )
EVR' s 10-Year Dividend Yield Range
Min: 0.21   Max: 6.75
Current: 1.7

0.21
6.75
Dividend Payout 0.62
EVR's Dividend Payout is ranked higher than
79% of the 438 Companies
in the Global Capital Markets industry.

( Industry Median: 9999.00 vs. EVR: 0.62 )
EVR' s 10-Year Dividend Payout Range
Min: 0.11   Max: 3
Current: 0.62

0.11
3
Dividend growth (3y) 13.00
EVR's Dividend growth (3y) is ranked higher than
83% of the 211 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) 4.52
EVR's Yield on cost (5-Year) is ranked higher than
74% of the 306 Companies
in the Global Capital Markets industry.

( Industry Median: 2.62 vs. EVR: 4.52 )
EVR' s 10-Year Yield on cost (5-Year) Range
Min: 0.56   Max: 17.95
Current: 4.52

0.56
17.95
Share Buyback Rate -18.80
EVR's Share Buyback Rate is ranked lower than
52% of the 296 Companies
in the Global Capital Markets industry.

( Industry Median: -0.90 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 6.90
EVR's Price/Tangible Book is ranked higher than
51% of the 437 Companies
in the Global Capital Markets industry.

( Industry Median: 2.02 vs. EVR: 6.90 )
EVR' s 10-Year Price/Tangible Book Range
Min: 0.77   Max: 7.03
Current: 6.9

0.77
7.03
Price/DCF (Projected) 1.80
EVR's Price/DCF (Projected) is ranked higher than
78% of the 438 Companies
in the Global Capital Markets industry.

( Industry Median: 19.55 vs. EVR: 1.80 )
EVR' s 10-Year Price/DCF (Projected) Range
Min: 0.67   Max: 1.79
Current: 1.8

0.67
1.79
Price/Median PS Value 1.90
EVR's Price/Median PS Value is ranked higher than
52% of the 438 Companies
in the Global Capital Markets industry.

( Industry Median: 1.19 vs. EVR: 1.90 )
EVR' s 10-Year Price/Median PS Value Range
Min: 0.29   Max: 2.01
Current: 1.9

0.29
2.01
Price/Peter Lynch Fair Value 1.80
EVR's Price/Peter Lynch Fair Value is ranked higher than
92% of the 438 Companies
in the Global Capital Markets industry.

( Industry Median: 9999.00 vs. EVR: 1.80 )
EVR' s 10-Year Price/Peter Lynch Fair Value Range
Min: 1.86   Max: 3.5
Current: 1.8

1.86
3.5
Price/Graham Number 2.70
EVR's Price/Graham Number is ranked higher than
62% of the 438 Companies
in the Global Capital Markets industry.

( Industry Median: 1.69 vs. EVR: 2.70 )
EVR' s 10-Year Price/Graham Number Range
Min: 0.41   Max: 6.33
Current: 2.7

0.41
6.33
Earnings Yield (Greenblatt) 7.50
EVR's Earnings Yield (Greenblatt) is ranked higher than
69% of the 355 Companies
in the Global Capital Markets industry.

( Industry Median: 6.80 vs. EVR: 7.50 )
EVR' s 10-Year Earnings Yield (Greenblatt) Range
Min: 4.1   Max: 309.6
Current: 7.5

4.1
309.6
Forward Rate of Return (Yacktman) 25.37
EVR's Forward Rate of Return (Yacktman) is ranked higher than
91% of the 308 Companies
in the Global Capital Markets industry.

( Industry Median: 4.48 vs. EVR: 25.37 )
EVR' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 9.4   Max: 27.3
Current: 25.37

9.4
27.3

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 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 through which it manages institutional assets for sophisticated institutional investors, provide wealth management services for high net-worth individuals, provide specialized investment management, independent fiduciary and trustee services to employee benefit plans of large corporations and manage private equity funds. The Company's two business segments are Advisory and Investment Management. Its Advisory business provides confidential, strategic and tactical advice to both public and private companies, with a particular focus on large, multinational corporations. By virtue of their prominence, size and sophistication, many of its clients are more likely to require expertise relating to larger and more complex situations. The Company's Investment Management business encompasses three sectors: Institutional Asset Management, Wealth Management and Private Equity. Its Investment Management business principally manages and invests capital on behalf of third parties, including a broad range of institutional investors such as corporate and public pension funds, endowments, foundations, insurance companies, family offices and high net-worth individuals. The Company has three businesses that provide institutional asset management services for third- party investors: ETC, which provides specialized investment management, independent fiduciary and trustee services, PCB, which primarily manages Mexican fixed income products and offers fiduciary and trust services, and EAM, which manages U.S. public equity investment products. In November 2008, it formed EWM under the leadership of Jeff Maurer, the former Chairman and CEO of U.S. Trust. EWM serves clients with more than $5 million in investable assets and offers services such as investment policy creation, asset allocation, customized investment management, manager selection, performance reporting and financial planning. Its Private Equity business sponsors value-oriented, middle-market private equity funds in both the United States and Mexico. 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 is subject to regulation in the United States.
» 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 

More From Other Websites
[video] Right Now IPO Market Is Healthy: Evercore’s Altman Jul 31 2014
[video] More Good Deficit News Coming Medium-Term: Altman Jul 31 2014
[video] Business Tax Reform Prospects `Distant’: Altman Jul 31 2014
Evercore to Establish a European Debt Advisory Business - Swag Ganguly to Join Evercore as a Senior... Jul 30 2014
MOVES-Evercore names Rothschild exec as senior managing director Jul 30 2014
Evercore to Establish a European Debt Advisory Business Jul 30 2014
Evercore to Establish a European Debt Advisory Business Jul 30 2014
[video] Evercore, Cullen Frost and South State Remain Fabulous Financials Jul 23 2014
Evercore Partners Inc Earnings Call scheduled for 8:00 am ET today Jul 23 2014
Evercore Reports Higher Profit for Quarter Jul 23 2014
Q2 2014 Evercore Earnings Release - Before Market Open Jul 23 2014
Evercore Reports Second Quarter 2014 Results; Quarterly Dividend of $0.25 Per Share Jul 23 2014
EVERCORE PARTNERS INC. Files SEC form 8-K, Results of Operations and Financial Condition, Financial... Jul 23 2014
Evercore Reports Second Quarter 2014 Results; Quarterly Dividend of $0.25 Per Share Jul 23 2014
Ex-Evercore Banker Hixon Seeks Less Than Four Years Prison Jul 21 2014
Evercore to Announce Second Quarter and First Half 2014 Financial Results and Host Conference Call... Jul 17 2014
Why Time Warner (TWX) Stock Is Falling Today Jul 15 2014
Western Digital, Seagate Estimates Rise at Evercore on PC Results Jul 10 2014
Facebook: Ad Pricing Supports Q2 Expectations, Says Evercore Jul 09 2014
Evercore Wealth Management Names Helena Jonassen Managing Director, Wealth Advisor Jul 07 2014

Personalized Checklist








Within your circle of competence?
Macro economic environment favorable?
High quality business?
Enough margin of safety with stocks?
Gurus are buying?
Insiders are buying?
Management capable and shareholder friendly?
Catalyst for stock price to appreciate?
Your level of confidence with the research?

Add Notes, Comments or Ask Questions

User Comments

No comment yet

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK
Email Hide