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EVR

HoldFallen Favourite

Evercore Inc. · Financial Services · United States · $11.2B · Avg Vol: $155M/d

37
StockRank
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Q
74
V
29
M
27
P/E (TTM)
16.8x
ROE
39.5%
D/E
0.5x
Dividend %
1.2%

COMPANY DESCRIPTION

Evercore Inc. is a premier independent investment banking advisory firm providing M&A advisory, capital markets, restructuring, and institutional equities services. Its competitive moat is its highly experienced senior bankers and a reputation for unbiased, expert advice, fostering deep trust with corporate and institutional clients. Evercore is a leading independent advisory firm, consistently ranked among the top for complex M&A transactions globally.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGRTTM2026E2027EFwd CAGR
Revenue2.8B2.4B3.0B3.9B11.8%4.7B4.8B5.4B18.7%
EPS12.156.719.8615.298.0%17.7620.5223.7224.5%
Shares38.3M37.8M38.1M38.5M+0.5%38.5M
Debt687.8M844.4M923.3M1.2B18.9%1.1B
Equity1.5B1.6B1.7B2.0B9.7%
Op CF531.4M458.0M988.2M1.3B33.2%1.7B
Inv CF313.3M15.6M-67.4M-98.3M
Fin CF-735.6M-557.2M-628.6M-635.6M
Loading 1Y...
PRICE (1Y)-5.5%
286295303312321Jul 29Aug 19Sep 9
SMA 50SMA 200

Close
$287.92
RSI (14)
40.0
52W High
$385.54
From 52W High
0.7%

SCORE BREAKDOWN

Quality
74
ROIC (ROA)
19.3%*92.6
ROE
39.5%96.7
GP/Assets
82.6%98.7
Op. Margin
17.0%33.3
FCF/Assets
n/mN/A
Piotroski
567.4
Int. Cover
N/A
D/E Ratio
0.50x43.9
Current Ratio
1.83x53.9
Value
29
P/E (TTM)
16.8x32.6
EV/EBITDA
n/mN/A
P/FCF
n/mN/A
P/B
6.2x7.5
P/S
2.4x69.1
Div Yield
1.2%12.4
Momentum
27
52W High %
75%20.8
RS 6M
-12%25.5
SMA 50/200
0.96x20.0
EPS Rev 4W
-0.6%14.8
EPS Rev 12W
-1.9%23.3
EPS Improve
+27%58.5
Q Growth
-2%24.5

FUNDAMENTALS

Market Cap
$11.2B
P/E (Forward)
13.2x
Gross Margin
93.9%

SECTOR PEERS

Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of EVR are excluded.

TickerCompanyMkt CapStockRankSignal
EVREvercore Inc.(you)$11.2B37Hold
JEFJefferies Financial Group Inc.$10.8B45Hold
FIGRFigure Technology Solutions, Inc.$8.1B34Sell
HLIHoulihan Lokey, Inc.$9.3B28Sell
MKTXMarketAxess Holdings Inc.$5.7B31Sell
LAZLazard, Inc.$4.3B37Hold
GLXYGalaxy Digital$13.7B21Sell
TWTradeweb Markets Inc.$23.5B32Sell
HUT.TOHut 8 Corp.$9.9B16Strong Sell
SFStifel Financial Corp.$12.3B59Hold

Peer medians: ROE 9.5% · P/E 13.1x · Gross margin 100.0%

Evercore Inc. (EVR): Stock Score Summary

Evercore Inc. (EVR) has a MoatMap StockRank of 37/100 based on Quality (74/100), Value (29/100), and Momentum (27/100) factor scores. The current signal is HOLD.

Evercore Inc. is a premier independent investment banking advisory firm providing M&A advisory, capital markets, restructuring, and institutional equities services. Its competitive moat is its highly experienced senior bankers and a reputation for unbiased, expert advice, fostering deep trust with corporate and institutional clients. Evercore is a leading independent advisory firm, consistently ranked among the top for complex M&A transactions globally.

Key Financial Metrics

Price$287.92
Market Cap$11.2B
P/E (TTM)16.77
P/E (Forward)13.19
Price/Book6.16
Return on Equity39.5%
Debt/Equity0.50x
Gross Margin93.9%
Operating Margin17.0%
Revenue Growth18.8%
Dividend Yield1.2%

Evercore Inc. operates in the Capital Markets industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is Evercore Inc.’s (EVR) StockRank?
MoatMap’s StockRank for Evercore Inc. (EVR) is 37/100, with a Hold signal. It is a composite of Quality (74), Value (29), and Momentum (27) factor ranks across MoatMap’s universe of 25,000+ stocks.
Does Evercore Inc. have an economic moat?
Evercore Inc. (EVR) has a Quality factor score of 74/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Evercore Inc. a buy, hold, or sell?
MoatMap’s current signal for Evercore Inc. (EVR) is Hold, based on a StockRank of 37/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.
What sector is Evercore Inc. in?
Evercore Inc. (EVR) operates in the Financial Services sector, specifically the Capital Markets industry (United States).