Morningstar

Evercore Inc Class A EVR

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Stock XNYS Rating as of
$367.04 −6.76 (1.81%)
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As of Delayed Price Pre-Open: $375.00 +7.00

Company Report

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Evercore's Broadening Menu of Advisory Services Should Underpin Strong Long-Term Growth

Sean Dunlop

Evercore has forged a strong reputation during its 30 years of existence. The firm is unique relative to its bulge bracket competitors that regularly accompany it atop 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 chopped up between additional business lines in underwriting, trading, and wealth management.

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Price vs Fair Value

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EVR is trading at a 892% premium.
Price
$367.04
Fair Value
$246.62
Uncertainty
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1-Star Price
$377.84
5-Star Price
$766.82
Economic Moat
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Capital Allocation
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Bulls Say, Bears Say

Bulls

With $6 trillion 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.

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News

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Trading Information

Previous Close Price
$373.80
Day Range
$365.01–381.47
52-Week Range
$243.95–388.71
Bid/Ask
$320.00 / $380.00
Shares Outstanding
38.68M
Market Cap
$14.20B
Volume/Avg
1,237 / 532,472

Key Statistics

Price/Earnings (Normalized)
19.25
Price/Sales
3.30
Dividend Yield (Trailing)
0.95%
Dividend Yield (Forward)
1.00%
Total Yield
7.30%

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 Growth
Total Number of Employees
2,570
Website
https://www.evercore.com

Competitors

Valuation

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Metric
EVR
MS
GS
Price/Earnings (Normalized)
 19.2519.3919.18
Price/Book Value
 7.763.233.03
Price/Sales
 3.304.945.51
Price/Cash Flow
 9.4113.0014.69
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)
 19.62%1.42%1.15%
Return on Equity (Normalized)
 47.03%19.85%20.50%
Return on Invested Capital (Normalized)
 ———
Return on Assets
EVR
MS
GS

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