Evercore (MEX:EVR) Cyclically Adjusted PB Ratio: 9.89 (As of Jul. 15, 2026) — 70% Above Median

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MEX:EVR Evercore Inc MEX:EVR
84 GF Score
Price MXN5,960.00
GF Value MXN6,465.78
! 2 Warning Signs
View Full Analysis

What is Evercore Cyclically Adjusted PB Ratio?

Evercore MEX:EVR 84 Cyclically Adjusted PB Ratio is 9.89 as of Jul. 15, 2026, which is 70% above its 10-year median of 5.81. GuruFocus rates MEX:EVR with a GF Score™ of 84/100 and a GF Value™ of MXN6,465.78. The stock has 2 warning signs investors should review. Among 637 Capital Markets companies, Evercore ranks worse than 94.19% on this metric.

As of today (2026-07-15), Evercore's current share price is MXN5960.00. Evercore's Cyclically Adjusted Book per Share for the quarter that ended in Mar. 2026 was MXN602.49. Evercore's Cyclically Adjusted PB Ratio for today is 9.89.

The historical rank and industry rank for Evercore's Cyclically Adjusted PB Ratio or its related term are showing as below:

MEX:EVR' s Cyclically Adjusted PB Ratio Range Over the Past 10 Years
Min: 2.26   Med: 5.81   Max: 12.1
Current: 10.47

During the past years, Evercore's highest Cyclically Adjusted PB Ratio was 12.10. The lowest was 2.26. And the median was 5.81.

MEX:EVR's Cyclically Adjusted PB Ratio is ranked worse than
94.19% of 637 companies
in the Capital Markets industry
Industry Median: 1.35 vs MEX:EVR: 10.47

The Shiller PE Ratio was first used by professor Robert Shiller. He uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings per share of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PB Ratio. The Cyclically Adjusted Book per Share is the average of the inflation adjusted book value per share of a company over the past 10 years.

Evercore's adjusted book value per share data for the three months ended in Mar. 2026 was MXN830.877. Add all the adjusted book value per share for the past 10 years together and divide the count will get our Cyclically Adjusted Book per Share, which is MXN602.49 for the trailing ten years ended in Mar. 2026.

Shiller PE for Stocks: The True Measure of Stock Valuation


Evercore  (MEX:EVR) Cyclically Adjusted PB Ratio Explanation

Compared with the regular PB Ratio, which works poorly for cyclical businesses, the Cyclically Adjusted PB Ratio smoothed out the fluctuations of book value during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Cyclically Adjusted PB Ratio should give similar results to regular PB Ratio.


Evercore Cyclically Adjusted PB Ratio Related Terms


Evercore Cyclically Adjusted PB Ratio Historical Data

* Premium members only.

The historical data trend for Evercore's Cyclically Adjusted PB Ratio can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Evercore Cyclically Adjusted PB Ratio Chart

Evercore Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Cyclically Adjusted PB Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 7.09 4.91 6.85 9.96 10.86

Evercore Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Cyclically Adjusted PB Ratio Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 6.96 9.13 11.06 10.86 9.13

MEX:EVR vs FUTU, WULF, HUT: Cyclically Adjusted PB Ratio Comparison

For the Capital Markets subindustry, Evercore's Cyclically Adjusted PB Ratio, along with its competitors' market caps and Cyclically Adjusted PB Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Evercore Cyclically Adjusted PB Ratio vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Evercore's Cyclically Adjusted PB Ratio distribution charts can be found below:

* The bar in red indicates where Evercore's Cyclically Adjusted PB Ratio falls into.


MEX:EVR
84GF Score
Evercore Inc MEX:EVR
Cyclically Adjusted PB Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Evercore Cyclically Adjusted PB Ratio Calculation

Like the Shiller PE Ratio, the Cyclically Adjusted PB Ratio takes the Book Value per Share from the past 10 years, adjusts it for inflation, and then calculates the average. This average is then used for the P/B calculation. Because it considers this 10-year average, it's often referred to as the CAPB Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PB Ratio.

Evercore's Cyclically Adjusted PB Ratio for today is calculated as

Cyclically Adjusted PB Ratio=Share Price/ Cyclically Adjusted Book per Share
=5960.00/602.49
=9.89

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Evercore's Cyclically Adjusted Book per Share for the quarter that ended in Mar. 2026 is calculated as:

For example, Evercore's adjusted Book Value per Share data for the three months ended in Mar. 2026 was:

Adj_Book=Book Value per Share/CPI of Mar. 2026 (Change)*Current CPI (Mar. 2026)
=830.877/330.2130*330.2130
=830.877

Current CPI (Mar. 2026) = 330.2130.

Evercore Quarterly Data

Book Value per Share CPI Adj_Book
201606 193.627 241.018 265.284
201609 225.882 241.428 308.950
201612 277.393 241.432 379.398
201703 255.993 243.801 346.726
201706 211.309 244.955 284.856
201709 223.618 246.819 299.173
201712 273.213 246.524 365.962
201803 243.935 249.554 322.778
201806 299.333 251.989 392.254
201809 306.416 252.439 400.820
201812 374.492 251.233 492.221
201903 362.637 254.202 471.072
201906 355.742 256.143 458.613
201909 382.807 256.759 492.321
201912 418.696 256.974 538.027
202003 472.356 258.115 604.297
202006 512.174 257.797 656.045
202009 528.229 260.280 670.156
202012 600.883 260.474 761.763
202103 581.044 264.877 724.367
202106 575.153 271.696 699.028
202109 642.662 274.310 773.633
202112 714.616 278.802 846.391
202203 692.054 287.504 794.859
202206 694.242 296.311 773.673
202209 731.220 296.808 813.517
202212 781.330 296.797 869.299
202303 646.791 301.836 707.599
202306 636.077 305.109 688.413
202309 671.933 307.789 720.887
202312 708.616 306.746 762.827
202403 622.577 312.332 658.220
202406 724.576 314.175 761.564
202409 805.772 315.301 843.881
202412 934.360 315.605 977.608
202503 797.307 319.799 823.271
202506 807.478 322.561 826.634
202509 860.855 324.800 875.202
202512 949.561 324.054 967.608
202603 830.877 330.213 830.877

Add all the adjusted book value per share together and divide the count will get our Cyclically Adjusted Book per Share.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.

What does a Cyclically Adjusted PB Ratio of 9.89 mean?
Evercore (MEX:EVR) has a Cyclically Adjusted PB Ratio of 9.89 as of Jul. 15, 2026. Cyclically Adjusted PB Ratio is the ratio of share price to a company's inflation-adjusted book value per share over a 10-year period. View historical data on Evercore and its competitors. This is 70% above median its historical median of 5.81. Over the past decade, Evercore's Cyclically Adjusted PB Ratio has ranged from 2.26 to 12.10. According to the industry distribution chart, Evercore ranks #600 out of 637 companies in the Capital Markets industry, placing it in the top 94.2%.
Is Evercore's Cyclically Adjusted PB Ratio too high?
Evercore's current Cyclically Adjusted PB Ratio of 9.89 is 70% above median its 10-year median of 5.81. Over the past 10 years, this metric has ranged from a low of 2.26 to a high of 12.10. The Capital Markets industry median Cyclically Adjusted PB Ratio is 1.35. Evercore's value of 9.89 is 632.6% above this industry median. Based on the distribution chart, Evercore ranks #600 out of 637 companies in the Capital Markets industry, which is in the bottom quartile relative to peers. Overall, Evercore has a GF Score™ of 84/100, reflecting its overall financial health beyond just this single metric.
How does Evercore's Cyclically Adjusted PB Ratio compare to FUTU and WULF?
According to the Capital Markets industry distribution chart, Evercore ranks #600 out of 637 companies for Cyclically Adjusted PB Ratio. This places Evercore in the lower half of its industry. The industry median Cyclically Adjusted PB Ratio is 1.35. Evercore's value of 9.89 is 632.6% above this benchmark. Historically, Evercore's own Cyclically Adjusted PB Ratio has ranged from 2.26 to 12.10 over the past decade. While the company's 10-year median is 5.81 vs. the industry median of 1.35, Evercore has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Cyclically Adjusted PB Ratio for a Capital Markets company?
The median Cyclically Adjusted PB Ratio among Capital Markets companies is 1.35, based on 637 companies in the industry. Companies in the top quartile (top 25%) have a Cyclically Adjusted PB Ratio significantly above this median, while those in the bottom quartile fall well below. However, Cyclically Adjusted PB Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Evercore's current Cyclically Adjusted PB Ratio of 9.89 is 632.6% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Cyclically Adjusted PB Ratio mean?
A high Cyclically Adjusted PB Ratio can signal that a stock is expensive relative to its fundamentals. Cyclically Adjusted PB Ratio is the ratio of share price to a company's inflation-adjusted book value per share over a 10-year period. View historical data on Evercore and its competitors. For the Capital Markets industry, the median Cyclically Adjusted PB Ratio is 1.35 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Evercore's current Cyclically Adjusted PB Ratio is 9.89, which is 70% above median its own 10-year median of 5.81. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Evercore stock overvalued right now?
Evercore (MEX:EVR) has a current Cyclically Adjusted PB Ratio of 9.89. The stock's GF Value™ is MXN6,465.78, compared to a current price of MXN5,960.00 — trading 7.8% below its estimated fair value. The current Cyclically Adjusted PB Ratio is 9.89, which is 70% above median its 10-year median of 5.81 and 632.6% above the Capital Markets industry median of 1.35. Evercore's overall GF Score™ is 84/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Cyclically Adjusted PB Ratio calculated?
Cyclically Adjusted PB Ratio is calculated from a company's financial statements. For Evercore (MEX:EVR), the current Cyclically Adjusted PB Ratio is 9.89 as of Jul. 15, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Evercore (MEX:EVR) Overvalued in 2026?

Based on GuruFocus' analysis, Evercore stock appears to be undervalued. The current stock price of MXN5,960.00 is trading 7.8% below its estimated GF Value™ of MXN6,465.78.

Key valuation signals for MEX:EVR:

  • Cyclically Adjusted PB Ratio: 9.89 (70% above median its 10-year median of 5.81)
  • GF Value™: MXN6,465.78 vs. price of MXN5,960.00 (7.8% below fair value)
  • GF Score™: 84/100 with 2 warning signs
  • Industry Position: 632.6% above the Capital Markets median (#600 of 637)

No single metric tells the full story. See the MEX:EVR stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Evercore Business Description

Other Exchanges EVR:USAQGJ:Germany
Address 55 East 52nd Street, New York, NY, USA, 10055
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.
84GF Score

Get the complete analysis for MEX:EVR

Cyclically Adjusted PB Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN5,960.00
Price
MXN6,465.78
GF Value