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EVR

HOLD

Evercore Inc. · Financial Services · United States · $13.1B · Avg Vol: $138M/d

53
StockRank
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Q
68
V
25
M
53
P/E (TTM)
18.8x
ROE
42.2%
D/E
0.5x
Dividend %
1.0%

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%4.6B4.8B5.4B18.2%
EPS12.156.719.8615.298.0%17.7620.8524.4326.4%
Shares38.3M37.8M38.1M38.5M+0.5%38.7M
Debt687.8M844.4M923.3M1.2B18.9%1.1B
Equity1.5B1.6B1.7B2.0B9.7%
Op CF531.4M458.0M988.2M1.3B33.2%1.6B
Inv CF313.3M15.6M-67.4M-98.3M
Fin CF-735.6M-557.2M-628.6M-635.6M
Loading 1Y...
PRICE (1Y)-4.4%
331342353363374Jun 11Jul 6Jul 24
SMA 50SMA 200
Close
$339.63
RSI (14)
41.7
52W High
$386.72
From 52W High
0.9%

SCORE BREAKDOWN

Quality
68
ROIC (ROA)
21.3%*94.7
ROE
42.2%97.3
GP/Assets
80.0%98.1
Op. Margin
24.4%43.3
FCF/Assets
N/A
Piotroski
565.2
Int. Cover
N/A
D/E Ratio
0.53x42.1
Current Ratio
2.22x61.3
Value
25
P/E (TTM)
18.8x27.8
EV/EBITDA
N/A
P/FCF
N/A
P/B
7.2x5.7
P/S
2.8x65.6
Div Yield
1.0%7.8
Momentum
53
52W High %
88%36.0
RS 6M
-16%20.1
SMA 50/200
1.05x57.2
EPS Rev 4W
+1.1%89.4
EPS Rev 12W
+1.7%73.1
EPS Improve
+31%60.0
Q Growth
106%85.0

FUNDAMENTALS

Market Cap
$13.1B
P/E (Forward)
14.3x
Gross Margin
94.1%

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)$13.1B53HOLD
SFStifel Financial Corp.$12.3B47HOLD
BGCBGC Group, Inc.$5.6B53HOLD
TWTradeweb Markets Inc.$21.8B41HOLD
SNEXStoneX Group Inc.$8.8B39HOLD
VIRTVirtu Financial, Inc.$12.9B74BUY
PJTPJT Partners Inc.$6.9B41HOLD
HLIHoulihan Lokey, Inc.$9.7B32SELL
MKTXMarketAxess Holdings Inc.$4.1B48HOLD
HUT.TOHut 8 Corp.$12.9B24SELL

Peer medians: ROE 9.4% · P/E 13.9x · Gross margin 100.0%

Evercore Inc. (EVR) — Stock Score Summary

Evercore Inc. (EVR) has a MoatMap StockRank of 53/100 based on Quality (68/100), Value (25/100), and Momentum (53/100) 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$339.63
Market Cap$13.1B
P/E (TTM)18.78
P/E (Forward)14.33
Price/Book7.24
Return on Equity42.2%
Debt/Equity0.53x
Gross Margin94.1%
Operating Margin24.4%
Revenue Growth100.3%
Dividend Yield1.0%

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 53/100, with a Hold signal. It is a composite of Quality (68), Value (25), and Momentum (53) factor ranks across MoatMap’s 20,000+ stock universe.
Does Evercore Inc. have an economic moat?
Evercore Inc. (EVR) has a Quality factor score of 68/100. 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 53/100. 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).