Stock Analysis
Evercore Inc.EVR
P/E 13.12×· 5Y range 4.69–40.73×· 35th percentile of history
Sector: Financial Services · Industry: Investment Advice
AnalystsBuy15 analystsP/E 13.1× sits at the 35th percentile of its 5.062286105407256-year history.
Cash covers 115% of debt · Q2 2026.
PMP Verdict
High quality, fairly valued
Strengths
- Financial Health100
- Profitability90
Risks
- Growth18
Strong fundamentals at a reasonable valuation.
Bull Case
- ✓Altman Z 4.2 — safe-zone balance sheet
- ✓ROE 34.2% — efficient capital deployment
- ✓Interest coverage 29.6× — debt well covered
What's happening with EVR
Profile
Strong financial health, valuation, profitability and earnings quality; growth and moat lag behind.
How is each axis scored?
- Valuation90/100 · Strong
- P/E vs own history (35th pct)20/25
- FCF yield (16.6%)25/25
- P/S (2.1x)20/25
- EV/EBIT (9.2x)25/25
- Growth18/100 · Weak
- Revenue CAGR (4.1%)6/25
- Net income CAGR (-5.4%)0/25
- EPS CAGR 5Y (-4.8%)0/25
- Fwd implied growth (9.7%)12/25
- Profitability90/100 · Strong
- ROIC (40.7%)25/25
- ROE (34.2%)25/25
- Net margin (15.7%)20/25
- Operating margin (21.9%)20/25
- Financial Health100/100 · Strong
- Altman Z (4.24)25/25
- Current ratio (2.47)25/25
- Interest coverage (29.6x)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 (218%)25/25
- Margin stability (σ 5.7%)20/25
- Moat43/100 · Weak
- ROIC >12% years (n/a)0/25
- Median gross margin (n/a)0/25
- FCF-positive years (10/10 yrs)25/25
- Worst-year net margin (worst 7.3%)18/25
Risk Flags
- ⚠SBC 16.1% of revenue — real dilution cost
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 ↗
Price History
Weekly Candlestick Chart — up to 5Y
Key Metrics
Financial snapshot · Tap any metric for its definition and grade
TTM Snapshot
trailing twelve months · YoYValuation
90A+P/E (TTM)13.1xA
Grade A: CheapPrice / TTM EPS (own statements) — vs own 5Y history: 4.7x–40.7x · 35th pct
P/FCF5.3xA
Grade A: CheapPrice / Free Cash Flow per share (Finnhub). Inverse of FCF yield — negative when FCF is negative
FCF Yield16.6%A
Grade A: ValueTTM (OCF − CapEx) / Market Cap — vs own 5Y history: 4.9%–32.5% · 70th pct
P/S (TTM)2.06xB
Grade B: FairPrice / TTM Revenue (own statements) — vs own 5Y history: 1.0x–4.7x · 33rd pct
EV/EBIT9.2xA
Grade A: CheapEnterprise value / TTM EBIT (D&A not in our data) — capital-structure neutral — vs own 5Y history: 9.2x–14.5x · lowest in history
EV/Sales1.9xA
Grade A: CheapEnterprise Value / TTM Revenue (Finnhub) — capital-structure neutral sales multiple
Forward P/E12.0xA
Grade A: CheapPrice / next-year EPS estimate — shows whether the TTM multiple is rich or just front-loading growth
P/B Ratio4.49xC
Grade C: ExpensivePrice to Book Value. Neg. equity = heavy buybacks
PEG Ratio0.89A
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 Yield1.52%A
Grade A: PaysTTM dividend yield (Finnhub) — annual dividends / price. None = no dividend; very high yield can signal distress
Payout Ratio20.1%A
Grade A: SafeDividends / Net Income (Finnhub) — share of earnings paid out; >90% or negative = unsustainable
Profitability
90A+ROIC40.7%A
Grade A: MoatNOPAT (EBIT less ~21% tax) / invested capital (equity + debt − cash). Flagship quality metric — durable >15% signals a moat
ROE34.2%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 Margin15.7%A
Grade A: HighNet Income / Revenue
Operating Margin21.9%C
Grade C: AverageTTM EBIT / TTM Revenue
Gross Margin99.0%A
Grade A: PremiumGross Profit / Revenue
FCF Margin34.3%A
Grade A: HighFCF / Revenue
True FCF Margin18.2%A
Grade A: HighTTM (OCF − CapEx − SBC) / TTM Revenue — SBC treated as a real cost
Growth
18ERevenue 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 Growth9.7%B
Grade B: LowAnalyst forward EPS (normalized basis) vs our GAAP TTM EPS — different bases, so extreme values usually mark cyclically depressed TTM earnings, not real growth
Dilution (5Y)-12.7%A
Grade A: BuybacksShare count change over 5Y
SBC / Net Income102.2%D
Grade D: HighStock-based comp/Net income. >30% = dilution risk
SBC / Revenue16.1%D
Grade D: HighTTM stock-based comp / TTM Revenue
Financial Health
100A+Altman Z-Score4.24A
Grade A: SafeBankruptcy risk. >3 Safe, <1.8 Distress
Current Ratio2.47xA
Grade A: HighCurrent Assets/Liabilities
Quick Ratio2.47xA
Grade A: High(Current Assets − Inventory) / Current Liabilities (Finnhub) — stricter liquidity test, excludes inventory
Interest Coverage29.6xA
Grade A: StrongEBIT/Interest. >10 Strong
Debt RepaymentNet CashA
Grade A: FastYears to repay net debt via FCF
Net Debt/EBITNet CashA
Grade A: LowLeverage. <2x Low, >4x High
Debt/Equity0.50xA
Grade A: LowDebt / Equity: <1 Conservative, >2 Risky. Not meaningful with non-positive equity; shown as unavailable rather than low debt.
Cash / Debt1.15xA
Grade A: CoveredCash covers how much of total debt. >1 = could repay all debt from cash
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 Conversion218.2%A
Grade A: StrongFCF / Net Income
Margin Stability5.7%A
Grade A: StableEBIT margin std deviation. Lower = stable
Capex / Revenue0.9%A
Grade A: Asset-lightTTM CapEx / TTM Revenue — high % = capital-hungry business
Asset Turnover1.01xA
Grade A: HighRevenue / Total Assets (Finnhub) — how efficiently the asset base generates sales
Insider Transactions
SEC Form 4 · 8 records| Trade date | Insider | Transaction | Shares | Filed |
|---|---|---|---|---|
LaLonde Timothy Gilbert Filed | LaLonde Timothy Gilbert | SellOpen market sale | -7808 | |
Williamson Sarah K Filed | Williamson Sarah K | Grant / award | +727 | |
Robertson Sir Simon Filed | Robertson Sir Simon | Grant / award | +364 | |
Harris Gail Block Filed | Harris Gail Block | Grant / award | +364 | |
Carlton Pamela G Filed | Carlton Pamela G | Grant / award | +364 |
Show 3 more filingsShow fewer filings
| Trade date | Insider | Transaction | Shares | Filed |
|---|---|---|---|---|
WHEELER WILLIAM J Filed | WHEELER WILLIAM J | Grant / award | +364 | |
OVERLOCK WILARD J JR Filed | OVERLOCK WILARD J JR | Grant / award | +727 | |
FUTTER ELLEN V Filed | FUTTER ELLEN V | Grant / award | +364 |
More metrics — Moat, Per Share, Balance Sheet, MarketHide additional metrics
Moat
43D+ROIC >12% Years—
Share of completed fiscal years with ROIC > 12% — measures multi-year capital-return durability
Gross Margin (Med.)—
Median annual gross margin across available fiscal years — pricing-power durability
FCF-Positive Years10/10 yrsA
Grade A: DurableShare of completed fiscal years with positive free cash flow
Net Margin Floor7.3%A
Grade A: DurableWeakest annual net margin across completed fiscal years — recession/downcycle resilience
Per Share
EPS (TTM)$19.37
Own TTM net income / shares — same earnings basis as P/E
Cash / Share$62.54
Cash & short-term investments per share (Finnhub)
Book Value / Share$48.33
Shareholders' equity per share (Finnhub). Negative = accumulated losses / heavy buybacks
Balance Sheet
Total Debt$1.09B
Total debt obligations (short + long term)
Cash & Equiv.$1.26B
Cash and short-term investments
Net Debt$-163.46MA
Grade A: Net CashTotal Debt minus Cash. Negative = Net Cash position
Total Equity$2.18B
Shareholders' equity (book value)
Asset / Liability1.86xC
Grade C: AdequateTotal Assets / Total Liabilities
Market
Market Cap$9.77B
Current Market Capitalization
Beta1.50C
Grade C: VolatilePrice sensitivity vs the market (Finnhub) — 1.0 moves with market, >1.2 amplifies swings
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 Jun 2026 · Ratio snapshot Oct 17, 2026
Key Insights: Evercore Inc. (EVR)
EVR is down 0.99% at the last close. Piotroski F-Score of 5/9 indicates mixed fundamentals for Evercore Inc.. Altman Z-Score of 4.24 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 34% of revenue into free cash flow — strong cash generation.
- Company is effectively debt-free after netting cash.
- At a valuation score of 90/100, EVR trades near the cheapest end of its own historical range (P/E 13.1).
- Return on equity of 34.2% is well above the market average.
See how EVR ranks on the Capex Tracker — top 50 capital spenders compared.
Recent Market Moves
See all EVR moves →| Date | Session | Price | Move | Z-Score |
|---|---|---|---|---|
| Oct 14 | Regular | 253.98 | -3.77% | -2.75 |
| Oct 14 | After-hours | 254.45 | -3.60% | -2.62 |
| Oct 13 | Pre-market | 281.16 | +3.29% | 2.20 |
| Oct 13 | After-hours | 263.94 | -3.04% | -2.15 |
| Oct 5 | Regular | 267.99 | +2.41% | 2.05 |
Frequently Asked Questions about EVR
What is the current Evercore Inc. (EVR) stock price?
EVR is trading at $254.08 at the last market close, down 0.99% on the session. PreMarketPrice tracks EVR pre-market, intraday and after-hours prices.
Is EVR stock a buy right now?
PreMarketPrice's quantitative model rates Evercore Inc.'s financial health at 100/100. This is a data-driven snapshot of fundamentals, not investment advice.
Is EVR stock overvalued?
Evercore Inc. trades at a trailing P/E of 13.1 and our valuation score rates it 90/100 (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. As of the latest update, Evercore Inc. is trading at $254.08, down 0.99% on the day with a market capitalization of $9.8 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 6 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.