EVR (Evercore) 5-Year Yield-on-Cost %: 1.35 (As of Jul. 07, 2026) — 48% Below Median


EVR Evercore Inc EVR
84 GF Score
Price $355.48
GF Value $369.39
Valuation Fairly Valued
! 4 Warning Signs
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What is Evercore 5-Year Yield-on-Cost %?

Evercore EVR +3.75% 84 5-Year Yield-on-Cost % is 1.35 as of Jul. 07, 2026, which is 48% below its 10-year median of 2.58. GuruFocus rates EVR with a GF Score™ of 84/100 and a GF Value™ of $369.39 (Fairly Valued). The stock has 4 warning signs investors should review. Among 364 Capital Markets companies, Evercore ranks worse than 75.55% on this metric.

Evercore's yield on cost for the quarter that ended in Mar. 2026 was 1.35.


The historical rank and industry rank for Evercore's 5-Year Yield-on-Cost % or its related term are showing as below:

EVR' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 1.22   Med: 2.58   Max: 8.71
Current: 1.35


During the past 13 years, Evercore's highest Yield on Cost was 8.71. The lowest was 1.22. And the median was 2.58.


EVR's 5-Year Yield-on-Cost % is ranked worse than
75.55% of 364 companies
in the Capital Markets industry
Industry Median: 3.08 vs EVR: 1.35

Evercore  (NYSE:EVR) 5-Year Yield-on-Cost % Explanation

Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.


Evercore 5-Year Yield-on-Cost % Related Terms


EVR vs FUTU, WULF, HUT: 5-Year Yield-on-Cost % Comparison

For the Capital Markets subindustry, Evercore's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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 5-Year Yield-on-Cost % vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Evercore's 5-Year Yield-on-Cost % distribution charts can be found below:

* The bar in red indicates where Evercore's 5-Year Yield-on-Cost % falls into.


EVR
84GF Score
Evercore Inc EVR
5-Year Yield-on-Cost % is just one metric. See GF Score™, valuation, warning signs, and more.
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Evercore 5-Year Yield-on-Cost % Calculation

Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.

Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.

Therefore, Yield-on-Cost of Evercore is calculated as

Yield-on-Cost=Dividend Yield %*(1+Dividend Growth Rate)^5
Frequently Asked Questions Learn more about 5-Year Yield-on-Cost % →
What does a 5-Year Yield-on-Cost % of 1.35 mean?
Evercore (EVR) has a 5-Year Yield-on-Cost % of 1.35 as of Jul. 07, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Evercore and its competitors. This is 48% below median its historical median of 2.58. Over the past decade, Evercore's 5-Year Yield-on-Cost % has ranged from 1.22 to 8.71. According to the industry distribution chart, Evercore ranks #275 out of 364 companies in the Capital Markets industry, placing it in the top 75.5%.
Is Evercore's 5-Year Yield-on-Cost % too high?
Evercore's current 5-Year Yield-on-Cost % of 1.35 is 48% below median its 10-year median of 2.58. Over the past 10 years, this metric has ranged from a low of 1.22 to a high of 8.71. The Capital Markets industry median 5-Year Yield-on-Cost % is 3.08. Evercore's value of 1.35 is 56.2% below this industry median. Based on the distribution chart, Evercore ranks #275 out of 364 companies in the Capital Markets industry, which is in the bottom quartile relative to peers. Overall, Evercore has a GF Score™ of 84/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Evercore's 5-Year Yield-on-Cost % compare to FUTU and WULF?
According to the Capital Markets industry distribution chart, Evercore ranks #275 out of 364 companies for 5-Year Yield-on-Cost %. This places Evercore in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 3.08. Evercore's value of 1.35 is 56.2% below this benchmark. Historically, Evercore's own 5-Year Yield-on-Cost % has ranged from 1.22 to 8.71 over the past decade. While the company's 10-year median is 2.58 vs. the industry median of 3.08, Evercore has consistently been below 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 5-Year Yield-on-Cost % for a Capital Markets company?
The median 5-Year Yield-on-Cost % among Capital Markets companies is 3.08, based on 364 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Evercore's current 5-Year Yield-on-Cost % of 1.35 is 56.2% below 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 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Evercore and its competitors. For the Capital Markets industry, the median 5-Year Yield-on-Cost % is 3.08 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Evercore's current 5-Year Yield-on-Cost % is 1.35, which is 48% below median its own 10-year median of 2.58. 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?
Based on GuruFocus' analysis, Evercore (EVR) is currently considered Fairly Valued. The stock's GF Value™ is $369.39, compared to a current price of $355.48 — trading 3.8% below its estimated fair value. The current 5-Year Yield-on-Cost % is 1.35, which is 48% below median its 10-year median of 2.58 and 56.2% below the Capital Markets industry median of 3.08. Evercore's overall GF Score™ is 84/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Evercore (EVR), the current 5-Year Yield-on-Cost % is 1.35 as of Jul. 07, 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 (EVR) Overvalued in 2026?

Based on GuruFocus' analysis, Evercore stock appears to be undervalued. The current stock price of $355.48 is trading 3.8% below its estimated GF Value™ of $369.39. GuruFocus considers Evercore to be Fairly Valued.

Key valuation signals for EVR:

  • 5-Year Yield-on-Cost %: 1.35 (48% below median its 10-year median of 2.58)
  • GF Value™: $369.39 vs. price of $355.48 (3.8% below fair value)
  • GF Score™: 84/100 with 4 warning signs
  • Industry Position: 56.2% below the Capital Markets median (#275 of 364)

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


Evercore Business Description

Other Exchanges EVR:MexicoQGJ: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 EVR

5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$355.48
Price
$369.39
GF Value