Evercore Inc. (EVR) Stock Analysis
Market Closed
Sector: Financial Services · Industry: Investment Advice
AnalystsBuy15 analystsWhat's happening with EVR
Price History
5-Year Weekly Candlestick Chart
Profile
Strong financial health, earnings quality and valuation; growth lags behind.
How is each axis scored?
- Valuation75/100 · Strong
- P/E vs own history (36th pct)20/25
- FCF yield (15.0%)25/25
- P/S (2.2x)20/25
- EV/EBIT (n/a)10/25
- Growth11/100 · Weak
- Revenue CAGR (4.1%)6/25
- Net income CAGR (-5.4%)0/25
- EPS CAGR 5Y (-4.8%)0/25
- Fwd implied growth (2.7%)5/25
- Profitability65/100 · Moderate
- ROIC (n/a)0/25
- ROE (41.9%)25/25
- Net margin (16.3%)20/25
- Operating margin (22.1%)20/25
- Financial Health100/100 · Strong
- Altman Z (4.97)25/25
- Current ratio (2.77)25/25
- Interest coverage (37.3x)25/25
- Net cash / debt (Net cash)25/25
- Quality85/100 · Strong
- Piotroski F (5/9)15/25
- Beneish M (-2.83)25/25
- FCF conversion (204%)25/25
- Margin stability (σ 5.8%)20/25
About Evercore Inc.
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. Show more
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.
Headquarters: NEW YORK, NY · Employees: 2,570 · Website ↗
Insider Transactions
Recent SEC Form 4 filings
- SellOpen market sale · filed 2026-06-15-7808 sh2026-06-11
- BuyGrant / award · filed 2026-06-12+727 sh2026-06-10
- BuyGrant / award · filed 2026-06-12+364 sh2026-06-10
- BuyGrant / award · filed 2026-06-12+364 sh2026-06-10
- BuyGrant / award · filed 2026-06-12+364 sh2026-06-10
+3 more recent filings
Key Metrics
Financial snapshot — pillar inputs plus per-share and market context
Valuation
75B+P/E (TTM)14.7xA
Grade A: CheapPrice / TTM EPS (own statements) — vs own 5Y history: 4.7x–40.7x · 36th pct
P/FCF5.5xA
Grade A: CheapPrice / Free Cash Flow per share (Finnhub). Inverse of FCF yield — negative when FCF is negative
FCF Yield15.0%A
Grade A: ValueTTM FCF / Market Cap — vs own 5Y history: 4.9%–32.5% · 70th pct
P/S (TTM)2.21xB
Grade B: FairPrice / TTM Revenue (own statements) — vs own 5Y history: 1.0x–4.7x · 40th pct
EV/EBITDA9.0xA
Grade A: CheapEnterprise value / EBITDA (Finnhub) — capital-structure neutral
EV/Sales2.0xA
Grade A: CheapEnterprise Value / TTM Revenue (Finnhub) — capital-structure neutral sales multiple
Forward P/E14.4xA
Grade A: CheapPrice / next-year EPS estimate — shows whether the TTM multiple is rich or just front-loading growth
P/B Ratio5.68xC
Grade C: ExpensivePrice to Book Value. Neg. equity = heavy buybacks
PEG Ratio0.90A
Grade A: CheapFinnhub PEG — their P/E basis ÷ expected EPS growth. Suppressed when their P/E diverges >2× from our TTM P/E (different basis)
Dividend Yield1.48%A
Grade A: PaysTTM dividend yield (Finnhub) — annual dividends / price. None = no dividend; very high yield can signal distress
Payout Ratio24.4%A
Grade A: SafeDividends / Net Income (Finnhub) — share of earnings paid out; >90% or negative = unsustainable
Profitability
65BROIC—
NOPAT (EBIT less ~21% tax) / invested capital (equity + debt − cash). Flagship quality metric — durable >15% signals a moat
ROE41.9%A
Grade A: StrongReturn on Equity. Neg. equity = heavy buybacks
ROA15.9%A
Grade A: StrongReturn on Assets (Finnhub) — Net Income / Total Assets; how efficiently assets produce profit
Net Margin16.3%A
Grade A: HighNet Income / Revenue
Operating Margin22.1%C
Grade C: AverageTTM EBIT / TTM Revenue
Gross Margin99.0%A
Grade A: PremiumGross Profit / Revenue
FCF Margin33.2%A
Grade A: HighFCF / Revenue
True FCF Margin17.5%A
Grade A: HighTTM (OCF − CapEx − SBC) / TTM Revenue — SBC treated as a real cost
Financial Health
100A+Altman Z-Score4.97A
Grade A: SafeBankruptcy risk. >3 Safe, <1.8 Distress
Current Ratio2.77xA
Grade A: HighCurrent Assets/Liabilities
Quick Ratio2.16xA
Grade A: High(Current Assets − Inventory) / Current Liabilities (Finnhub) — stricter liquidity test, excludes inventory
Interest Coverage37.3xA
Grade A: StrongEBIT/Interest. >10 Strong
Debt RepaymentNet CashA
Grade A: FastYears to repay net debt via FCF
Net Debt/EBIT—
Leverage. <2x Low, >4x High
Debt/Equity0.29xA
Grade A: LowDebt / Equity: <1 Conservative, >2 Risky. Not meaningful with non-positive equity; shown as unavailable rather than low debt.
Cash / Debt—
Cash covers how much of total debt. >1 = could repay all debt from cash
Growth
11ERevenue CAGR4.1%D
Grade D: LowCompound annual revenue growth (up to 5Y depending on data availability)
Net Income CAGR-5.4%D
Grade D: LowCompound annual net income growth (up to 5Y depending on data availability)
EPS CAGR (5Y)-4.8%D
Grade D: LowCompound annual EPS growth over up to 5Y of per-share earnings (own statements). Null when either endpoint EPS ≤ 0
Implied EPS Growth2.7%B
Grade B: LowImplied 1Y EPS growth from forward P/E vs our TTM EPS. Sparse — only where forward estimates exist
Dilution (5Y)-5.9%A
Grade A: BuybacksShare count change over 5Y
SBC / Net Income96.7%D
Grade D: HighStock-based comp/Net income. >30% = dilution risk
SBC / Revenue15.8%D
Grade D: HighTTM stock-based comp / TTM Revenue
Quality
85APiotroski F-Score5/9C
Grade C: AverageFinancial strength 0–9. >7 Strong
Beneish M-Score-2.83A
Grade A: SafeEarnings manipulation risk. < -2.22 Safe
FCF Conversion203.9%A
Grade A: StrongFCF / Net Income
Margin Stability5.8%A
Grade A: StableEBIT margin std deviation. Lower = stable
Capex / Revenue1.3%A
Grade A: Asset-lightTTM CapEx / TTM Revenue — high % = capital-hungry business
Asset Turnover0.72xC
Grade C: AverageRevenue / Total Assets (Finnhub) — how efficiently the asset base generates sales
More metrics — Per Share, Balance Sheet, MarketHide additional metrics
Per Share
EPS (TTM)$17.85
Own TTM net income / shares — same earnings basis as P/E
Cash / Share$78.05
Cash & short-term investments per share (Finnhub)
Book Value / Share$52.74
Shareholders' equity per share (Finnhub). Negative = accumulated losses / heavy buybacks
Balance Sheet
Total Debt—
Total debt obligations (short + long term)
Cash & Equiv.$2.02B
Cash and short-term investments
Net Debt—
Total Debt minus Cash. Negative = Net Cash position
Total Equity$1.78B
Shareholders' equity (book value)
Asset / Liability1.94xC
Grade C: AdequateTotal Assets / Total Liabilities
Market
Market Cap$10.12B
Current Market Capitalization
Beta1.50C
Grade C: VolatilePrice sensitivity vs the market (Finnhub) — 1.0 moves with market, >1.2 amplifies swings
Takeaway
Neutral
Company is effectively debt-free after netting cash. · Current P/E of 14.7x sits at the 36th percentile of its historical range.
How grades work: each metric is graded A–D against fixed thresholds (tap a row for the meaning). Card grades map the pillar score to A+–E — a card grade is that pillar's own score, not an average of the rows shown.
Financials as of Mar 2026 · Ratio snapshot Sep 23, 2026
Key Insights: Evercore Inc. (EVR)
Composite verdict for Evercore Inc.: Neutral. Piotroski F-Score of 5/9 indicates mixed fundamentals for Evercore Inc.. Altman Z-Score of 4.97 sits comfortably in the safe zone (≥ 2.99), indicating low bankruptcy risk. Beneish M-Score of -2.83 suggests a low likelihood of earnings manipulation.
- Evercore Inc. converts about 33% of revenue into free cash flow — strong cash generation.
- Company is effectively debt-free after netting cash.
- At a valuation score of 75/100, EVR trades near the cheapest end of its own historical range (P/E 14.7).
- Return on equity of 41.9% is well above the market average.
See how EVR ranks on the Capex Tracker — top 50 capital spenders compared.
No significant market moves for EVR in the last 30 days.
See EVR move history →Frequently Asked Questions about EVR
Is EVR stock a buy right now?
PreMarketPrice's quantitative model rates Evercore Inc.'s financial health at 100/100 — Neutral. This is a data-driven snapshot of fundamentals, not investment advice.
Is EVR stock overvalued?
Evercore Inc. trades at a trailing P/E of 14.7 and our valuation score rates it 75/100 (higher = cheaper vs. its own history). See the Valuation History and Key Metrics sections for forward P/E, EV/EBITDA and PEG context.
When does Evercore Inc. report earnings?
No confirmed earnings date is currently scheduled for EVR. The Earnings section lists recent reports and updates as dates are announced.
What sector does Evercore Inc. operate in?
Evercore Inc. operates in the Financial Services sector, within the Investment Advice industry. The Related Stocks section lists sector peers for comparison.
What does Evercore Inc. do?
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.
About Evercore Inc. (EVR) Stock
Evercore Inc. (EVR) is a US-listed stock operating in the Financial Services sector, specifically the Investment Advice industry. Real-time pricing data for Evercore Inc. is available on this page with a market capitalization of $10.1 billion. The financial health score for EVR is 100/100, which indicates excellent financial strength based on profitability, leverage, liquidity, and growth metrics. This page provides real-time pre-market pricing, earnings calendar, financial health analysis, and valuation metrics for EVR stock.
EVR Stock Analysis & Key Metrics
On PreMarketPrice, you can track Evercore Inc. (EVR) across multiple dimensions:
- Pre-market price & movement: Real-time EVR stock price with percentage change, updated continuously during pre-market and regular trading hours.
- Valuation & P/E history: Historical P/E, P/S, and P/B ratios for EVR with trend analysis and normalized valuation multiples.
- Financial statements: Revenue, net income, assets, liabilities, and equity for Evercore Inc. across multiple reporting periods.
- Financial health score: A composite score of 100/100 based on Altman Z-Score, Piotroski F-Score, profitability, and leverage metrics for EVR.
- Sector peers: Compare EVR against 10 other financial services stocks on key financial metrics.
Is EVR a Good Stock to Buy?
This page provides data-driven analysis to help you evaluate Evercore Inc. (EVR) as an investment. The financial health score of 100/100 suggests excellent financial fundamentals. Valuation metrics show whether the stock is trading above or below its historical average.However, this is not financial advice — always do your own research before investing.
Data on this page is sourced from real-time market feeds, Polygon.io, and Finnhub.Evercore Inc. (EVR) trades on NYSE. Pre-market trading occurs 4:00 AM – 9:30 AM ET. Regular market hours are 9:30 AM – 4:00 PM ET.