Evercore Inc Class A EVR

Morningstar Rating
$298.08 +3.28 (1.11%)
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Company Report

Price vs Fair Value

EVR is trading at a LOCK|k>rmj< premium.
Price
$294.80
Fair Value
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Uncertainty
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1-Star Price
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5-Star Price
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Economic Moat
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Capital Allocation
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Bulls Say, Bears Say

Bulls

With trillions of dollars in estimated private equity dry powder and investments in play, Evercore could see a surge in medium-term revenue growth amid a sponsor-driven M&A supercycle.

Bears

Growing uncertainty could cause both the IPO window to close and M&A deal flow to dry up, significantly hurting investment banking pure plays like Evercore.

News

Trading Information

Previous Close Price
$294.80
Day Range
$293.02–299.47
52-Week Range
$245.47–388.71
Bid/Ask
$297.88 / $330.00
Shares Outstanding
37.98M
Market Cap
$11.32B
Volume/Avg
226,201 / 544,036

Key Statistics

Price/Earnings (Normalized)
14.82
Price/Sales
2.54
Dividend Yield (Trailing)
1.17%
Dividend Yield (Forward)
1.21%
Dividend Payment Schedule
Mar, Jun, Sep, Dec
Total Yield
10.67%

Company Profile

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. 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-supported lending, allowing it to compete with larger, bulge-bracket banks.
Sector
Financial Services
Industry
Capital Markets
Stock Style Box
Small Growth
Total Number of Employees
2,835

Competitors

Valuation

Metric
EVR
MS
GS
Price/Earnings (Normalized)
14.8213.6511.39
Price/Book Value
5.762.732.53
Price/Sales
2.543.954.00
Price/Cash Flow
7.2610.418.91
Price/Earnings
EVR
MS
GS

Financial Strength

Metric
EVR
MS
GS
Quick Ratio
———
Current Ratio
———
Interest Coverage
———
Quick Ratio
No chart available

Profitability

Metric
EVR
MS
GS
Return on Assets (Normalized)
18.24%1.45%1.27%
Return on Equity (Normalized)
46.61%21.58%24.43%
Return on Invested Capital (Normalized)
———
Return on Assets
EVR
MS
GS

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