Evercore Inc Class A EVR

Morningstar Rating
$259.00 +1.50 (0.58%)
View Full Chart

Company Report

Near-Term Outlook for Evercore Is Strong Amid Surge in Large Strategic Corporate Transactions

Evercore has forged a strong reputation during its 30 years of existence. The firm is unusual relative to its bulge bracket competitors that regularly top the investment banking league table rankings in that it operates as essentially an advisory pure-play, with advisory revenue comprising more than 80% of the firm’s net sales. The remainder is split among underwriting, trading, and wealth management.

Price vs Fair Value

EVR is trading at a LOCK|hM$xfn premium.
Price
$259.00
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

Heightened 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
$257.50
Day Range
$251.13–259.45
52-Week Range
$251.13–388.71
Bid/Ask
$243.60 / $280.04
Shares Outstanding
38.46M
Market Cap
$9.96B
Volume/Avg
336,042 / 502,550

Key Statistics

Price/Earnings (Normalized)
13.60
Price/Sales
2.31
Dividend Yield (Trailing)
1.34%
Dividend Yield (Forward)
1.37%
Dividend Payment Schedule
Mar, Jun, Sep, Dec
Total Yield
10.85%

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 lending, allowing it to compete with larger, bulge-bracket banks.
Sector
Financial Services
Industry
Capital Markets
Stock Style Box
Small Core
Total Number of Employees
2,570

Competitors

Valuation

Metric
EVR
JEF
GS
Price/Earnings (Normalized)
13.6011.6813.71
Price/Book Value
5.360.872.52
Price/Sales
2.310.854.20
Price/Cash Flow
6.665.7610.85
Price/Earnings
EVR
JEF
GS

Financial Strength

Metric
EVR
JEF
GS
Quick Ratio
—1.29—
Current Ratio
—2.24—
Interest Coverage
—1.32—
Quick Ratio
EVR
JEF
GS

Profitability

Metric
EVR
JEF
GS
Return on Assets (Normalized)
18.86%—1.26%
Return on Equity (Normalized)
46.40%—23.36%
Return on Invested Capital (Normalized)
———
Return on Assets
EVR
JEF
GS

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