EVR

SellFallen Favourite

Evercore Inc. · Financial Services · United States · $9.7B cap · $146.3M/day traded

$251.88 -1.4% · close 23 Oct · scored 24 Oct

Fallen Favourite: A good business, still expensive, and the price is falling.

32
StockRank
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Report expected 28 Oct: the next-year EPS estimate has fallen 10.5% over the last 14 weeks.

Quality
74
Value
32
Momentum
16

As of 24 Oct 2026, MoatMap's StockRank for Evercore Inc. (EVR) is 32/100, ranked against 24,000+ stocks in 35 markets (Quality 74, Value 32, Momentum 16, each scored against its sector).

Does StockRank work? Each month we publish how every decile did, whichever way it went. See the record →

P/E (TTM)
14.2x
peers 12.3x
ROE
39.5%
peers 9.6%
D/E
0.5x
peers 0.3x
Dividend %
1.4%
trailing yield

ABOUT EVERCORE INC.

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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%4.7B4.6B5.2B16.3%
EPS12.156.719.8615.298.0%17.7619.0221.8719.6%
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) · USD-8.6%
24825526226927514 Sep5 Oct23 Oct
SMA 50SMA 200

Price checkStill fallingExperimental

Made a new 52-week low 3 trading days ago, 35% below its 52-week high. The fall has not stopped yet.

SwingsAverage

Calmer than 58% of stocks we rank over the past year (37% a year).

How this is worked out

StockRank judges the business. The price check reads only the chart: it is the price side of the Momentum score, in words.

The rules: Still falling is a new 52-week low in the last two weeks, at least 25% below the high. Finding a floor is no new low since. Turning up is 20 or more trading days without a new low, at least 10% off it, and back above a rising 50-day average. In an uptrend is above the 200-day average and within 15% of the high.

In 2,112 US drawdowns since 2001, buying while the price was still falling was followed by a further 20% drop 42% of the time. Waiting for a turn like this one cut that to 33%, at about 7% higher prices and with no better returns. Part of that cut is simply not buying: 13% of falls never turned, and waiting kept those out. Among turns that were bought, 38% still fell another 20%, and 33% of turns were followed by a new low within six months. The benefit was largest in crashes such as 2008 and 2020.

What it measures: day-to-day price moves over the past year, as a yearly figure, ranked against every stock we cover. Very calm under 20% a year, Calm 20 to 30%, Average 30 to 40%, Bumpy 40 to 55%, Very bumpy above that.

What we found: across about 13,500 stocks in 34 markets (2002 to 2025), past swings were a good guide to the next year's, and bumpier stocks fell further. How much further changed too much between eras to put a number on it.

Calm is not safe: a calm stock can still slide steadily.

Rules fixed before any data was fetched. Describes the chart, not a recommendation.

Close
$251.88
RSI (14)
36.3
52-Week Range-34.7% from high
Low $245.47High $385.54

SCORE BREAKDOWN

Quality
74
ROIC (ROA)
19.3%*91.6
ROE
39.5%96.1
GP/Assets
82.6%98.7
Op. Margin
17.8%34.2
FCF/Assets
n/mN/A
Piotroski
567.4
Int. Cover
—N/A
D/E Ratio
0.50x43.4
Current Ratio
1.83x54.0
Value
32
P/E (TTM)
14.2x36.9
EV/EBITDA
n/mN/A
P/FCF
n/mN/A
P/B
5.2x8.4
P/S
2.1x73.5
Div Yield
1.4%15.2
Momentum
16
52W High %
65%17.0
RS 6M
-34%5.7
SMA 50/200
0.86x7.4
EPS Rev 4W
-7.8%2.3
EPS Rev 12W
-10.5%5.8
EPS Improve
+17%45.8
Q Growth
-2%24.8

FUNDAMENTALS

Market Cap
$9.7B
P/E (Forward)
12.1x
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)$9.7B32Sell
HLIHoulihan Lokey, Inc.$9.2B29Sell
GLXYGalaxy Digital$8.7B24Sell
SNEXStoneX Group Inc.$6.8B37Hold
SFStifel Financial Corp.$10.0B47Hold
FIGRFigure Technology Solutions, Inc.$5.2B37Hold
JEFJefferies Financial Group Inc.$10.3B48Hold
PJTPJT Partners Inc.$6.0B40Hold
BMNRBitmine Immersion Technologies, Inc.$13.5B19Strong Sell
LAZLazard, Inc.$3.6B34Sell

Peer medians: ROE 9.6% · P/E 12.3x · Gross margin 100.0%

Company Deep Dive

Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.

Request Deep Dive(50 Feathers)

Evercore Inc. (EVR): Stock Score Summary

Evercore Inc. (EVR) has a MoatMap StockRank of 32/100 based on Quality (74/100), Value (32/100), and Momentum (16/100) factor scores. The current signal is SELL.

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$251.88
Market Cap$9.7B
P/E (TTM)14.18
P/E (Forward)12.09
Price/Book5.21
Return on Equity39.5%
Debt/Equity0.50x
Gross Margin93.9%
Operating Margin17.8%
Revenue Growth18.8%
Dividend Yield1.4%

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 32/100, with a Sell signal. It is a composite of Quality (74), Value (32), and Momentum (16), each scored against its sector. The composite is then ranked across MoatMap’s universe of 24,000+ 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 Sell, based on a StockRank of 32/100. 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).