COMPANY SUMMARY
Evercore Inc., together with its subsidiaries, operates as an independent investment banking firm in the Americas, Europe, Middle East, Africa, and Asia-Pacific. The company operates through two segments, Investment Banking & Equities, and Investment Management. The Investment Banking & Equities segment offers strategic advisory services, such as mergers, and acquisitions, strategic, defense, and shareholder advisory, special committee assignments, and real estate strategic advisory; private capital advisory and fundraising, market risk management and hedging, private capital markets and debt advisory, liability management and restructuring, and equity capital markets execution and advisory services; and research, sales, and trading professionals services on a content-led platform to its institutional investor clients. The Investment Management segment provides wealth management services to high-net-worth individuals, foundations, and endowments. The company was formerly known as Evercore Partners Inc. and changed its name to Evercore Inc. in August 2017. Evercore Inc. was founded in 1995 and is headquartered in New York, New York.
Financial Summary
| Share Statistics |
EVR |
Industry Median |
Percentile (All Stocks) |
| Market Cap (Mil) |
$10,455.1 |
$3,147.9 |
78% |
|
| Shares Out (Mil) |
41.1 |
85.4 |
43% |
|
| Institutional Ownership |
94.9% |
75.0% |
66% |
|
| Float (Mil) |
36.4 |
73.3 |
40% |
|
| Beta |
1.51 |
0.94 |
83% |
|
| Avg Daily Volume (000s) |
495 |
561 |
58% |
|
Price Change (52-week) |
(14.5%) |
72.3% |
40% |
|
| Growth |
EVR |
Industry Median |
Percentile (All Stocks) |
| Sales (5yr) |
10.9% |
8.3% |
62% |
|
| Net Income (5yr) |
11.0% |
8.4% |
57% |
|
| EPS (5yr) |
11.3% |
8.9% |
49 |
|
| Dividends (5yr) |
7.4% |
1.5% |
95% |
|
| Cash Flow (5yr) |
24.5% |
0.0% |
83% |
|
| Estimates |
Qtrly |
Current Fiscal Year |
Next Fiscal Year |
| # of Estimates |
10 |
10 |
10 |
| Current EPS |
$2.742 |
$18.469 |
$21.425 |
| Month Ago EPS |
$3.487 |
$19.540 |
$22.583 |
| # Rev Up |
1 |
0 |
0 |
| # Rev Down |
0 |
3 |
4 |
| Three Months Ago EPS |
$3.679 |
$19.655 |
$23.099 |
| Year/Year Chg |
18.2% |
31.5% |
66.1% |
| Financials |
EVR |
Industry Median |
Percentile (All Stocks) |
| Sales (TTM) (Mil) |
$4,710 |
$1,091 |
73% |
|
| Net Income (TTM) (Mil) |
$745 |
$94 |
83% |
|
| EPS (TTM) |
$19.226 |
$0.900 |
98% |
|
| Operating Cash Flow (TTM) (Mil) |
$1,668 |
$53 |
86% |
|
| Net Cash Flow (TTM) (Mil) |
$640 |
$18 |
92% |
|
| Long-Term Debt (Q1) (Mil) |
$1,028 |
$219 |
66% |
|
| Enterprise Value (Q1) (Mil) |
na |
$1,362 |
na |
|
| Valuation |
EVR |
Industry Median |
Percentile (All Stocks) |
| P/B |
5.63 |
2.58 |
82% |
|
| P/E |
15.3 |
19.4 |
41% |
|
| Dividend Yield |
1.3% |
0.9% |
70% |
|
| PEG (5yr hist) |
1.4 |
1.4 |
58% |
|
| Ratios |
EVR |
Industry Median |
Percentile (All Stocks) |
| Gross Margin |
93.9% |
72.4% |
95% |
|
| Net Margin |
15.8% |
15.1% |
73% |
|
| ROA |
17.8% |
1.4% |
95% |
|
| ROE |
42.4% |
12.4% |
91% |
|
| Liabilities to Assets |
53.7% |
60.8% |
46% |
|
| F-Score |
7 |
5 |
82% |
|
Passing Stock Screens
As of 10/9/2026, from a list of 60 stock screening strategies,
EVR meetings the criteria of 2 screen:
Stock Screen
FACTOR STRATEGY
Est Rev: Lowest 30 Down
Factors: Earnings Estimates
Introduction to the use of earnings estimates.
FACTOR STRATEGY
Est Rev: Down 5% Screen
Factors: Earnings Estimates
Introduction to the use of earnings estimates.