Business Description
Evercore Inc
NAICS : 523940
SIC : 6282
ISIN : US29977A1051
Share Class Description:
EVR: Class ATotal Employee Number:
2,570Compare
Compare
Traded in other countries / regions
EVR.USAQGJ.GermanyEVR.Mexico Index Membership
Russell 1000Russell 3000 IPO Date
2006-08-11Description
Evercore is a leading independent investment banking advisory firm that generates most of its revenue through merger and acquisition and restructuring advisory services, with much smaller capital raising, equities trading, and investment management businesses. Founded in 1995, it has built a reputation for advising on some of the world's largest and most complex transactions. Evercore operates globally, with a strong presence in the US and Europe, serving corporations, financial sponsors, and government clients. Its business model emphasizes high-touch, conflict-free advice rather than balance sheet lending, allowing it to compete with larger, bulge-bracket banks.
Financial Strength
4/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Cash-To-Debt | 1.17 | |||||
Equity-to-Asset | 0.4 | |||||
Debt-to-Equity | 0.59 | |||||
Debt-to-EBITDA | N/A |
N/A
|
N/A
| |||
Interest Coverage | N/A |
N/A
|
N/A
| |||
Piotroski F-Score | 7/9 | |||||
Beneish M-Score | -3.23 | |||||
WACC vs ROIC | ||||||
Growth Rank
9/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
3-Year Revenue Growth Rate | 10.8 | |||||
3-Year EPS without NRI Growth Rate | 6.6 | |||||
3-Year FCF Growth Rate | 31.4 | |||||
3-Year Book Growth Rate | 9.6 | |||||
Future 3-5Y EPS without NRI Growth Rate Estimate Industry Rank | 21.73 | |||||
Future 3-5Y Total Revenue Growth Rate Estimate | 11.94 |
Momentum Rank
7/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
5-Day RSI | 59.13 | |||||
9-Day RSI | 49.2 | |||||
14-Day RSI | 44.45 | |||||
3-1 Month Momentum % | -10.06 | |||||
6-1 Month Momentum % | 5.85 | |||||
12-1 Month Momentum % | -5.66 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History |
|---|
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Dividend Yield % | 1.18 | |||||
Dividend Payout Ratio | 0.18 | |||||
3-Year Dividend Growth Rate | 5.3 | |||||
Forward Dividend Yield % | 1.2 | |||||
5-Year Yield-on-Cost % | 1.64 | |||||
3-Year Average Share Buyback Ratio | -0.2 | |||||
Shareholder Yield % | 7.66 |
Profitability Rank
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Net Margin % | 15.82 | |||||
FCF Margin % | 34.53 | |||||
OCF Margin % | 35.42 | |||||
ROE % | 40.77 | |||||
ROA % | 16.57 | |||||
Years of Profitability over Past 10-Year | 10 | |||||
Moat Score | 6 | |||||
Tariff Resilience Score | 8 |
GF Value Rank
8/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
PE Ratio | 16.28 | |||||
Forward PE Ratio | 12.37 | |||||
PE Ratio without NRI | 15.12 | |||||
Shiller PE Ratio | 25.83 | |||||
Price-to-Owner-Earnings | 15.17 | |||||
PEG Ratio | 1.4 | |||||
PS Ratio | 2.55 | |||||
PB Ratio | 5.96 | |||||
Price-to-Tangible-Book | 6.89 | |||||
Price-to-Free-Cash-Flow | 7.5 | |||||
Price-to-Operating-Cash-Flow | 7.31 | |||||
EV-to-Forward-EBIT | 12.05 | |||||
EV-to-Forward-EBITDA | 11.29 | |||||
EV-to-Revenue | 2.38 | |||||
EV-to-Forward-Revenue | 2.37 | |||||
EV-to-FCF | 6.9 | |||||
Price-to-GF-Value | 0.75 | |||||
Price-to-Projected-FCF | 0.84 | |||||
Price-to-DCF (Earnings Based) | 0.7 | |||||
Price-to-DCF (FCF Based) | 0.47 | |||||
Price-to-Median-PS-Value | 1.15 | |||||
Price-to-Peter-Lynch-Fair-Value | 1.68 | |||||
Price-to-Graham-Number | 2.16 | |||||
FCF Yield % | 14.68 | |||||
Forward Rate of Return (Yacktman) % | 16.81 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
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Performance
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Annualized Return % Â
Total Annual Return % Â
Evercore Inc Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil $) | 4,708.938 | ||
| EPS (TTM) ($) | 17.69 | ||
| Beta | 1.7133 | ||
| 3-Year Sharpe Ratio | 0.75 | ||
| 3-Year Sortino Ratio | 1.21 | ||
| Volatility % | 28.08 | ||
| 14-Day RSI | 44.45 | ||
| 14-Day ATR ($) | 9.650464 | ||
| 20-Day SMA ($) | 295.3585 | ||
| 12-1 Month Momentum % | -5.66 | ||
| 52-Week Range ($) | 265.87 - 388.71 | ||
| Shares Outstanding (Mil) | 38.46 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 7 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Evercore Inc Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Evercore Inc Stock Events
| Event | Date | Price ($) | ||
|---|---|---|---|---|
| Annual report for 2026 | 2027-02-19 | In 163 days | ||
| Fourth quarter earnings conference call for 2026 | 2027-02-04 08:00 | In 149 days | ||
| Fourth quarter earnings results for 2026 | 2027-02-04 06:45 | In 149 days | ||
| Third quarter earnings conference call for 2026 | 2026-10-29 08:00 | In 51 days | ||
| Third quarter earnings results for 2026 | 2026-10-29 06:45 | In 51 days | ||
| USD 0.890000 Cash Dividend | 2026-08-28 | 292.12 (+0.20%) | ||
| Second quarter earnings conference call for 2026 | 2026-07-29 08:00 | 340.50 (+1.01%) | ||
| Second quarter earnings results for 2026 | 2026-07-29 06:45 | 340.50 (+1.01%) | ||
| General meeting for 2026 | 2026-06-10 09:00 | 357.11 (+3.62%) | ||
| Morgan Stanley U.S. Financials Conference | 2026-06-09 11:15 | 340.15 (-0.70%) |
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Evercore Inc Frequently Asked Questions
What is Evercore Inc(EVR)'s stock price today?
The current price of EVR is $288.04. The 52 week high of EVR is $388.71 and 52 week low is $265.87.
When is next earnings date of Evercore Inc(EVR)?
The next earnings date of Evercore Inc(EVR) is 2026-10-29 Est..
Does Evercore Inc(EVR) pay dividends? If so, how much?
The Dividend Yield %  of Evercore Inc(EVR) is 1.18% (As of Today), Highest Dividend Payout Ratio of Evercore Inc(EVR) was 0.52. The lowest was 0.15. And the median was 0.25. The  Forward Dividend Yield % of Evercore Inc(EVR) is 1.2%. For more information regarding to dividend, please check our Dividend Page.
Guru Commentaries on NYSE:EVR
Upslope+ +2025Q2
Bullish
2025 Q2
Upslope+ +2025Q2+Letter
What the manager wrote
Upslope has re-initiated a position in Evercore, a top independent M&A advisor, as part of a barbell strategy alongside FTI Consulting. The manager believes that the unique macro environment, characterized by trade war fluctuations, inflation, and regulatory uncertainty, will provide significant opportunities for Evercore. The firm is positioned to benefit from pro-cyclical trends, suggesting a favorable outlook for its business in the coming periods.
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