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EVR

BULLISH
$344.3 Live
Evercore Inc. · NYSE
Target $367.1 (+6.6%)
$192.77 52W Range $388.71
Overview AI Snowflake Price Valuation Profitability Growth Health Statements Peers Insiders SEC Filings

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 27, 2026
Market cap
$13.64B
P/E
24.51
ROE
30.1%
Profit margin
15.3%
Debt/Equity
0.5
Dividend yield
0.98%

AI Analysis

AI-powered fundamental assessment

Confidence
85%
Evercore exhibits a stable financial foundation with a Piotroski F-Score of 4/9 and exceptional growth metrics. While the stock trades at a significant premium to its Graham Number ($129.12), it remains undervalued relative to its growth-based intrinsic value of $414.48. The company's powerhouse profitability, highlighted by a 30.07% ROE and consistent earnings beats over 25 quarters, outweighs current bearish technical trends and insider selling. The forward P/E of 15.05 suggests the market is beginning to price in continued earnings expansion.

Key Strengths

Exceptional earnings growth (44.80% YoY) and revenue growth (32.20% YoY)
Very high Return on Equity (ROE) of 30.07%
Strong track record of earnings surprises (3/4 last quarters beat estimates)
Conservative payout ratio (23.63%) ensuring dividend sustainability
Healthy balance sheet with a low Debt/Equity ratio of 0.50

Key Risks

Bearish technical trend (10/100) indicating short-term price pressure
Negative insider sentiment with recent selling activity
High Price-to-Book ratio (6.53) indicating a steep valuation premium
Dependence on capital markets volatility for advisory revenue
Piotroski F-Score of 4/9 indicates only stable, not strong, operational health
AI Fair Value Estimate
Based on comprehensive analysis
$380.5
+10.5% above current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
69
Strong
Value
55
Future
95
Past
90
Health
60
Dividend
45
AI Verdict
Strong Growth Play
Key drivers: Explosive EPS growth, High ROE, Consistent earnings beats
Confidence
90%
Value
55/100

P/E 24.51, PEG 1.59, Graham $129.12

Positives
  • Attractive Forward P/E of 15.05
  • Trades below growth-based intrinsic value
Watchpoints
  • Significant premium to Graham Number
  • High P/B ratio
Future
95/100

Ref Growth rates

Positives
  • 44.8% YoY Earnings Growth
  • 32.2% YoY Revenue Growth
  • Strong Q/Q momentum
Watchpoints
  • Cyclical nature of capital markets
Past
90/100

Ref Historical trends

Positives
  • Consistent earnings beats over 25 quarters
  • Strong 5Y price appreciation (+169.3%)
Watchpoints
No urgent risks highlighted.
Health
60/100

Ref Piotroski F-Score

Positives
  • Low Debt/Equity (0.50)
  • Current Ratio 1.47
Watchpoints
  • Piotroski F-Score is only 4/9
Dividend
45/100

Ref Yield, Payout

Positives
  • Very low payout ratio (23.63%)
Watchpoints
  • Low dividend yield (0.98%)

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$344.3
Analyst Target
$367.1
Upside/Downside
+6.6%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for EVR and closest competitors.

Updated 2026-04-24
EVR
Evercore Inc.
Primary
5Y
+169.3%
3Y
+201.6%
1Y
+75.7%
6M
+6.7%
1M
+20.0%
1W
-5.1%
EG
Everest Group, Ltd.
Peer
5Y
+42.1%
3Y
-2.3%
1Y
-2.1%
6M
-1.0%
1M
+6.0%
1W
-2.3%
IRE
IREN Limited
Peer
5Y
+89.7%
3Y
+1824.1%
1Y
+348.9%
6M
+451.4%
1M
-31.8%
1W
-25.7%
ERI
Erie Indemnity Company
Peer
5Y
+25.4%
3Y
+14.0%
1Y
-32.1%
6M
-21.8%
1M
-0.3%
1W
+3.2%
BEN
Franklin Resources, Inc.
Peer
5Y
+21.5%
3Y
-0.8%
1Y
+34.2%
6M
+4.8%
1M
+6.1%
1W
-2.6%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
24.51
Forward P/E
15.05
PEG Ratio
1.59
P/B Ratio
6.53
P/S Ratio
3.54
EV/Revenue
3.54
EV/EBITDA
N/A
Market Cap
$13.64B

Profitability

Profit margins and return metrics

Profit Margin 15.35%
Operating Margin 24.66%
Gross Margin 93.41%
ROE 30.07%
ROA 13.44%

Growth

Revenue and earnings growth rates

Revenue Growth +32.2%
Earnings Growth +44.8%
Q/Q Revenue Growth +32.09%
Q/Q Earnings Growth +45.2%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.5
Low debt
Current Ratio
1.47
Good
Quick Ratio
1.28
Good
Cash/Share
$36.01

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$1.3B
Net Margin
15.8%
Total Assets
$5.4B
Liabilities
$3.0B
Equity
$2.0B
Debt/Equity
1.50x
Operating CF
$0.8B
CapEx
$-0.0B
Free Cash Flow
$0.8B
FCF Yield
99%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-04-29
$N/A
2026-02-04
$5.13
+26.8% surprise
2025-10-29
$3.41
+16.0% surprise
2025-07-30
$2.42
+36.2% surprise

Financial Services Sector Comparison

Comparing EVR against 763 companies in the Financial Services sector (133 bullish, 317 neutral, 313 bearish)
P/E Ratio
24.51
This Stock
vs
38.21
Sector Avg
-35.9% (Discount)
Return on Equity (ROE)
30.07%
This Stock
vs
-1.82%
Sector Avg
-1751.4% (Below Avg)
Profit Margin
15.35%
This Stock
vs
75.74%
Sector Avg
-79.7% (Weaker)
Debt to Equity
0.5
This Stock
vs
1.42
Sector Avg
-65.0% (Less Debt)
Revenue Growth
32.2%
This Stock
vs
37.18%
Sector Avg
-13.4% (Slower)
Current Ratio
1.47
This Stock
vs
3.32
Sector Avg
-55.7% (Weaker)

Similar Companies

Peer comparison within the same industry

EVR Evercore Inc.
BULLISH
Mkt Cap
$13.6B
P/E
24.5
ROE
30.1%
Price
$344.3
EG Everest Group, Ltd.
NEUTRAL
Mkt Cap
$13.7B
P/E
9.1
ROE
10.8%
Price
$343.38
 Compare with EVR
IREN IREN Limited
BEARISH
Mkt Cap
$13.8B
P/E
26.6
ROE
26.1%
Price
$46.37
 Compare with EVR
ERIE Erie Indemnity Company
NEUTRAL
Mkt Cap
$13.2B
P/E
23.2
ROE
26.2%
Price
$253.38
 Compare with EVR
BEN Franklin...
NEUTRAL
Mkt Cap
$13.2B
P/E
28.4
ROE
3.8%
Price
$25.31
 Compare with EVR

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

WILLIAMSON SARAH K
Director
Buy
2026-03-06
2,000 shares · $580,860
ALTMAN ROGER C
Chairman of the Board
Stock Award
2026-02-19
30,062 shares
PENSA PAUL
Officer
Stock Award
2026-02-19
1,867 shares
KLURFELD JASON
General Counsel
Stock Award
2026-02-19
8,799 shares
LALONDE TIMOTHY GILBERT
Chief Financial Officer
Stock Award
2026-02-19
12,465 shares
LINDSEY-CLARK MATTHEW
Officer
Stock Award
2026-02-19
7,638 shares
WEINBERG JOHN S.
Chief Executive Officer
Stock Award
2026-02-19
31,528 shares
KLURFELD JASON
General Counsel
Sell
2026-02-06
5,000 shares · $1,800,000
PENSA PAUL
Officer
Sell
2026-02-05
1,450 shares · $507,950
LALONDE TIMOTHY GILBERT
Chief Financial Officer
Option Exercise
2025-12-31
100,000 shares · $34,025,000
CARLTON PAMELA G
Director
Sell
2025-12-09
192 shares · $65,877
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

10-K
10-K
2026-02-20

EVR filed its 10-K on February 20, 2026, which includes detailed sections on business operations, risk factors, and management's discussion and analysis of financial condition. Specific financial highlights and risk details were not provided in the available excerpts.

8-K
8-K
2026-02-04

Evercore Inc. announced its fourth-quarter and full-year 2025 financial results.

8-K
8-K
2026-02-04

Evercore Inc. announced its fourth-quarter and full-year 2025 financial results.

10-Q
10-Q
2025-11-05

Evercore Inc. (EVR) filed its quarterly 10-Q report on November 5, 2025. Specific financial highlights and risk factors were not provided in the available metadata for this filing.

8-K
8-K
2025-10-29

Evercore Inc. reported its third-quarter financial results.

10-Q
10-Q
2025-08-07

Evercore Inc. (EVR) filed its quarterly 10-Q report on August 7, 2025. Specific financial highlights and risk factors were not provided in the available metadata for this filing.

8-K
8-K
2025-07-30

Evercore Inc. filed an 8-K on July 30, 2025, likely to announce its second-quarter financial results.

8-K
8-K
2025-07-30

Evercore Inc. filed an 8-K on July 30, 2025, likely to announce its second-quarter financial results.

8-K
8-K
2025-07-11

Evercore Inc. filed an 8-K on July 11, 2025, likely to announce its second-quarter financial results.

8-K
8-K
2025-06-13
10-Q
10-Q
2025-05-08
8-K
8-K
2025-04-30
DEF 14A
DEF 14A
2025-04-29
10-K
10-K
2025-02-21
8-K
8-K
2025-02-14
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
BUY
10 analysts
Goldman Sachs
2026-04-14
Maintains
Buy Buy
Morgan Stanley
2026-04-09
Maintains
Equal-Weight Equal-Weight
Goldman Sachs
2026-04-01
Maintains
Buy Buy
UBS
2026-03-12
Maintains
Neutral Neutral
Goldman Sachs
2026-03-12
Maintains
Buy Buy
UBS
2026-02-05
Maintains
Neutral Neutral
Morgan Stanley
2026-02-05
Maintains
Equal-Weight Equal-Weight
Keefe, Bruyette & Woods
2026-02-05
Maintains
Outperform Outperform
Keefe, Bruyette & Woods
2026-01-08
Maintains
Outperform Outperform
UBS
2026-01-07
Maintains
Neutral Neutral

Past News Coverage

Recent headlines mentioning EVR from our newsroom.

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