EVR
Evercore Inc
$353.97
▲ 3.3%Updated Today 12:11 PM ET
EVR at a glance — five pillars scored 0–100 from real filed financials.
Overall: Strong · 81/100. A wider, greener shape means more pillars look healthy. Dividends scores 0 when a company pays none — that is a choice, not a flaw.
▲ Up 23.6% over the last 12 months
Market Cap
$13.25B
P/E
17.74x
Forward P/E (est.)
12.67x
ROE
41.0%
Revenue Growth
47.3%
EPS Growth
69.8%
Profit Margin
16.3%
FCF Yield
2.6%
Debt / Equity
0.29x
ROIC
—
Interest Coverage
—
Current Ratio
2.77x
Dividend Yield
1.0%
Implied Growth (rev. DCF)
0.1%
Rating Score
81/100
Evercore Inc (EVR) is a large-cap company in the Financial Services industry, part of the Financials sector of the S&P 500, with a market value around $13.25B.
In its latest reported year it generated about $3.88B in revenue and $591.92M in net profit.
Our model rates EVR Strong (81/100) on growth, profitability, financial health, and valuation. The summary below is built from its filed financials and current ratios and refreshes automatically.
Technical analysis reads price and volume to judge momentum and timing. It complements the fundamentals above — it does not replace them. Here is what EVR's chart says today, with each tool explained.
Trend — moving averages. A moving average is the average closing price over a window, which smooths out daily noise. EVR trades near $353.97, above its 50-day average ($343.76) and 200-day average ($331.36). Price above both averages, with the shorter one above the longer, is the textbook definition of an uptrend — momentum favours buyers.
Momentum — RSI. The Relative Strength Index runs 0–100 and measures how strong recent gains are versus losses. Above 70 is "overbought", below 30 "oversold". At 49 it is in neutral territory — neither stretched nor washed out.
MACD. MACD compares two moving averages to flag shifts in momentum. Its histogram is currently negative — short-term momentum is fading.
Volatility — ATR. Average True Range is the typical daily move. EVR's is $13.68 (~3.9% of price), so swings of about that size each day are normal — handy for setting a stop that isn't too tight.
Support & resistance. Over the last month EVR found buyers near $329.72 (support) and sellers near $381.47 (resistance); its 52-week range is $265.87–$388.71. A decisive break beyond either edge often marks the next move.
Volume. The latest session traded 0.4× the 20-day average — lighter than usual, so the move carries less conviction. Rising volume on up-days suggests real buying; on down-days, real selling.
Educational information to help you read a chart — not a recommendation or a forecast. It updates daily as the price and indicators change.
4Y CAGR
4.1%
Revenue moved from $1.46B in 2016 to $3.88B in 2025, a 11.5% compound annual growth rate. The most recent year grew a strong 47.3% year over year. Consistent top-line growth is one sign of healthy demand.
Gross Margin
99.1%
Operating Margin
22.0%
Net Margin
15.3%
ROE
41.0%
Evercore Inc keeps about 16.3% of each sales dollar as net profit, with a 99.1% gross margin and 22.0% operating margin. Return on equity is 41.0%. Margins this wide usually signal pricing power or a cost advantage.
Total Debt
—
Net Debt
—
Net Debt / EBITDA
—
Debt / Equity
0.29x
Leverage: debt-to-equity is 0.3x, with a current ratio of 2.8x. That is a conservative balance sheet — a cushion in downturns.
Operating CF
$1.26B
Free Cash Flow
$1.18B
FCF Margin
30.5%
In the latest year Evercore Inc produced about $1.26B of operating cash flow and $1.18B of free cash flow after capital spending. That is a free-cash-flow yield of about 2.6% on today's price. Cash flow is what ultimately pays shareholders, so it is worth tracking over time.
P/E
17.74x
P/S
3.42x
P/B
6.48x
EV / EBITDA
—
EVR trades at 17.7x trailing earnings (about 12.7x on estimated forward earnings), 3.4x sales, and 6.5x book value. Reverse-engineering today's price implies the market expects roughly 0.1% long-term free-cash-flow growth. That is a fairly typical valuation for a profitable company.
A two-stage discounted cash flow on real SEC-filed free cash flow — the intrinsic-value anchor professional analysts triangulate from.
DCF fair value / share
—
Current price
$353.97
Starting FCF (latest 10-K)
$1.18B
Growth, years 1–5
20.0%
Fade to terminal, years 6–10
2.5%
Discount rate
9.0%
Cash flows grow at the stage-1 rate (trailing revenue growth, capped at 20%) for five years, fade to 2.5% by year 10, and continue at that rate forever (Gordon terminal value), all discounted at 9.0%. Small changes in assumptions move the result a lot — treat this as one reference point, not a target price. Educational only, not investment advice.
Where EVR sits versus its Financials sector peers in the S&P 500.
Bands show the middle half (25th–75th percentile) of the 95 Financials companies in the S&P 500 — the peer-relative anchor professional comps analysis uses. Context only — not investment advice.
How EVR stacks up against its Financials peers — valuation, profitability, and growth versus the sector median.
In the Financials sector (181 S&P 500 companies), EVR ranks #8 of 181 by our overall rating. It trades at a premium versus the sector on earnings (17.7x P/E vs. 15.3x median) with a higher return on equity (41.0% vs. 13.6%) and faster revenue growth (47.3% vs. 15.5%).
P/E vs sector
17.7x
median 15.3x
ROE vs sector
41.0%
median 13.6%
Growth vs sector
47.3%
median 15.5%
Sector rank
#8
of 181 by rating
Valuation vs. quality map
The sweet spot is upper-left: more profitable (higher ROE) for a lower P/E. Dashed lines mark the sector median.
Peers are the closest Financials companies by sub-industry and size. Sector median is across all 181 S&P 500 names in the sector. Educational, not a recommendation.
The case for EVR:
- Revenue is growing 47.3% a year, a sign of real demand.
- High net margins (16.3%) point to pricing power or efficiency.
- Strong return on equity (41.0%) shows capital is put to work well.
- A conservative balance sheet (debt/equity 0.3x) lowers risk.
- Our model's overall read is Strong (81/100).
The case against EVR:
- Like any single stock, it is exposed to competition, the economic cycle, and shifts in its end markets.
Market risk — sector rotation, the economic cycle, and broad sentiment move the stock regardless of fundamentals.
On balance, the fundamentals screen favourably: Evercore Inc is a large-cap financials business still growing nicely, with solid profitability, and a sound balance sheet. It trades at 17.7x earnings, which our model scores Strong (81/100). Weigh this against your own goals and time horizon — this is educational information, not a recommendation.
EVR — frequently asked questions
Is EVR a good stock to buy?
We don't give buy or sell advice. Our model rates Evercore Inc Strong (81/100) based on its growth, profitability, financial health, and valuation — use that as a research starting point and make your own decision.
What is EVR's rating on The Stocks School?
Evercore Inc currently scores 81/100 (Strong) on our transparent model, which weighs real fundamentals: growth, margins, returns on capital, balance-sheet strength, and valuation.
How our ratings work →Where does EVR's data come from?
Live price data plus real fundamentals and 5-year financials pulled directly from Evercore Inc's SEC filings — refreshed automatically, not hand-entered.
How is the 5-year projection for EVR calculated?
It's a scenario model: it grows revenue at an assumed rate, applies a profit margin and a valuation multiple, and shows the resulting share-price range. The assumptions are yours to change — it's a tool for thinking, not a prediction.
Is this EVR analysis financial advice?
No. Everything on this page is educational research, not financial advice or a recommendation to buy or sell EVR. Always do your own research and consider a licensed professional.
Data notice. Fundamentals and financial statements are sourced from company filings (SEC EDGAR) and market-data providers; prices and market caps refresh on trading days and may be delayed. Ratings, projections, technical signals, and written summaries are model- or rule-generated for education and may simplify or lag the latest filings.
Not advice. Nothing on this page is investment advice or a recommendation to buy, hold, or sell any security. Do your own research and consult a licensed financial professional before investing.