Evercore Inc EVR

262.91 5.98 2.33% as of 25 Sep
Market cap
$9.9B
P/E
13.7×
Growth Flags show if company had growth for consecutive years,
Insider Buys alert about insiders buying in the last 12 month

Insider Decisions

Total buys 0.58
Total sells 5.05
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — 1 — — — — — —
Sell — — 1 — 2 — — — 1 — — —
Insider Ownership 3.06%

Capital & Financial Ratios

Market Cap 9,880.00
Revenue 4,741.99
Net Income 809.20
Free Cash Flow 1,625.91
Net Debt (716.62)
Current Ratio 2.47
Debt/Equity 0.25
P/E ratio 13.69
P/S ratio 2.14
P/B ratio 4.66
Past 5Y EPS Growth 5.69%
This Y EPS Growth 34.25%
Next Y EPS Growth 15.58%
Next 5Y EPS Growth 19.70%
in millions of $

Dividends

Payout Ratio 0.34
Annual Dividend Rate 3.04
Annual Dividend Yield 1.79%
total individual payouts
2028 Powerpack
2027 Powerpack
2026 3.55
0.84
0.89
0.89
2025 3.32
0.80
0.84
0.84
0.84
2024 3.16
0.76
0.80
0.80
0.80
2023 3.00
0.72
0.76
0.76
0.76
2022 3.34
0.68
0.50
0.72
0.72
0.72
2021 3.50
0.61
0.30
0.68
0.40
0.68
0.68
0.15
2020 2.95
0.58
0.40
0.58
0.20
0.58
0.61
2019 2.99
0.50
0.40
0.58
0.35
0.58
0.58
2018 2.98
0.40
0.30
0.50
0.13
0.40
0.50
0.25
0.50
2017 1.72
0.34
0.34
0.30
0.34
0.40
2016 1.27
0.31
0.31
0.31
0.34
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 597 873 1,426 1,257
Receivables 397 455 619 637
Inventory 1,437 1,519 1,581 1,148
Other 174 140 232 155
2,605 2,988 3,858 3,196
2023 2024 2025 Q'26
Payables 72 78 226 249
ST’ Debt — 38 48 —
Other 33 30 53 38
910 1,230 1,783 1,295
in millions of $

Compound Annual Growth

10y 5y 3y
Sales 12.08% 11.17% 11.77%
Cash Flow 13.08% 5.13% 33.22%
Earnings 30.02% 11.04% 7.50%
Book Value 12.61% 9.27% 10.35%

Revenue

Mar Jun Sep Dec Year
’26 1,400 998 — — —
’25 699 838 1,046 1,297 3,880
’24 585 693 738 980 2,996
’23 576 504 574 788 2,443
’22 727 635 581 835 2,779
’21 667 692 828 1,120 3,307
’20 433 512 408 932 2,285
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 (226) 526 — — —
’25 (550) 438 561 807 1,256
’24 (281) 348 235 686 988
’23 (385) 179 248 416 458
’22 (486) 318 326 374 531
’21 (330) 445 415 855 1,385
’20 (174) 293 164 695 978
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 (229) 515 — — —
’25 (569) 412 541 799 1,182
’24 (282) 341 227 673 958
’23 (390) 172 242 414 438
’22 (492) 312 318 370 508
’21 (338) 436 408 850 1,357
’20 (187) 276 153 683 925
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 7.20 2.32 — — —
’25 3.48 2.36 3.41 4.76 14.05
’24 2.09 1.81 1.86 3.30 9.08
’23 2.06 0.95 1.30 2.03 6.37
’22 3.79 2.33 2.03 3.44 11.61
’21 3.25 3.21 3.74 6.96 17.08
’20 0.74 1.35 1.01 5.02 8.22
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

1.9
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
40.35 66.80 64.37 69.98 33.25 103.50 78.67 104.36 162.72 148.63

Analyst estimates 2026–2028

Powerpack
Low Price
71.97 93.00 117.49 98.90 112.19 164.63 142.18 174.04 324.06 364.42
High Price
1,475 1,600 1,700 1,900 1,800 1,950 2,120 2,195 2,380 2,570
Employees
1 1 1 1 1 2 1 1 1 2
Revenue/Emp
1,457 1,724 2,082 2,029 2,285 3,307 2,779 2,443 2,996 3,880
Revenue
98.80% 99.14% 99.45% 99.36% 99.41% 99.65% 99.63% 99.50% 99.56% 99.68%
Gross Margin
268 438 551 449 541 1,117 704 366 533 794
EBT
18.38% 25.38% 26.48% 22.12% 23.67% 33.76% 25.34% 14.98% 17.79% 20.46%
EBT Margin
149 179 443 354 413 869 531 285 418 641
Net Income
25 26 29 36 30 29 29 2 0 11
Depreciation
37.14 43.50 51.30 50.73 56.35 82.57 70.85 64.11 78.10 100.23
Revenue/Sh
2.74 3.16 9.29 7.44 8.64 18.48 12.15 6.71 9.86 15.29
Earnings/Sh
10.76 12.80 20.93 12.62 24.13 34.58 13.55 12.02 25.76 32.46
Cash Flow/Sh
(0.47) (0.79) (0.82) (1.77) (1.32) (0.70) (0.59) (0.53) (0.78) (1.91)
Capex/Sh
10.29 12.01 20.11 10.85 22.81 33.88 12.96 11.49 24.97 30.55
Free CF/Sh
19.97 20.09 24.83 28.16 36.73 40.83 44.01 46.78 50.61 59.93
Book Value/Sh
39 40 41 40 41 40 39 38 38 39
Shares
25.42 28.95 7.67 10.03 12.72 7.30 9.21 25.19 28.08 22.25
PE Ratio
1.88 2.08 1.40 1.47 1.95 1.65 1.58 2.63 3.55 3.39
PS Ratio
3.49 4.51 2.88 2.65 2.99 3.33 2.55 3.61 5.48 5.68
PB Ratio
1.63 1.84 1.11 1.36 1.77 1.60 1.49 2.56 3.38 3.18
EV/Sales
5.89 6.68 2.83 6.37 4.36 3.90 8.15 14.25 10.58 10.43
EV/FCF
422 507 850 505 978 1,385 531 458 988 1,256
Op' Cash Flow
(18) (31) (33) (71) (53) (28) (23) (20) (30) (74)
Capex
403 476 816 434 925 1,357 508 438 958 1,182
FCF
462 536 732 1,022 1,311 1,501 1,636 1,695 1,758 2,075
Working Cap'
216 205 194 434 420 423 410 374 374 588
Total Debt
(374) (434) (622) (226) (410) (155) (254) (223) (499) (838)
Net Debt
783 796 1,008 1,126 1,489 1,635 1,726 1,782 1,942 2,320
Sh' Equity
6.85% 7.73% 20.33% 12.59% 11.75% 20.63% 12.84% 6.98% 9.60% 12.42%
ROA
43.69% 82.19% 91.48% 32.55% 34.46% 47.65% 30.39% 15.18% 23.87% 34.75%
ROIC
14.43% 15.88% 41.82% 27.87% 26.81% 47.37% 28.35% 14.56% 20.31% 27.78%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Evercore Inc (EVR) key facts

  • Evercore Inc (EVR) is a Capital Markets company in the Financial sector, listed on the New York Stock Exchange.
  • Evercore Inc’s revenue for fiscal 2025 (year ended December 2025) was $3.9 billion, up 29.5% from fiscal 2024.
  • Net income was $640.7 million, or $15.29 per share (basic), a net margin of 15.3%.
  • As of September 25, 2026, EVR traded at $262.91, a market capitalization of $9.9 billion.
  • At that price the stock trades at 13.7× trailing-twelve-month earnings and 2.1× sales.
  • Evercore Inc pays an annual dividend of $3.04 per share, a yield of 1.79%, with a payout ratio of 34.4%.
  • Return on equity was 27.8% and debt-to-equity 0.25.

Source: company filings (standardised) and stockrow calculations.

Evercore Inc (EVR) Latest News

News by impact score

Fine-tune

21 Sep

3

EVR is singled out as the sole buy among three stocks, after a roughly 10% one-month drop. Evercore, founded in 1995 as an independent advisory boutique, provides strategic advisory, capital markets, and wealth management services. The stock trades around $262.51 and about 13.6x forward earnings. Over the past two years, revenue grew 33.9% annually and EPS rose 62% per year on incremental sales, with solid return on equity. The piece contrasts EVR with Cal-Maine and AIG, which show revenue declines and weaker metrics. Investors are invited to view a free full research report, highlighting a potential rebound despite near-term volatility. Robust revenue and EPS growth with a favorable forward multiple amid a recent pullback could imply meaningful upside.

20 Sep

4

Evercore EVR has fallen ~10% in a month and ~30% in 3 months, though 3- and 5-year returns remain strong (about 100% and 109%). Simply Wall St flags a valuation gap with fair value ~$363.90, implying the stock is ~28% undervalued at $262.60. The bull case focuses on Evercore's independent advisory platform, scale, cost discipline, and expansion into international markets (EMEA offices in France, Spain, Italy, Dubai, UK) amid global M&A growth. Risks include volatile advisory fees, high compensation, and rising noncompensation costs that could squeeze profitability. The P/E shows the stock at ~13.6x vs a inferred fair of ~12.8x, suggesting a modest premium or potential upside is capped if profits don't meet expectations. The pullback is framed as a valuation reset within a longer positive growth story. Valuation gap suggests meaningful upside from international expansion and scale, contingent on margin stability.

3

Evercore Inc (EVR) is viewed as about 38% undervalued due to strong equity returns boosting conditions for advisory and underwriting business. A scenario where favorable capital markets, higher M&A activity, and robust equity-market dynamics lift earnings power and valuation suggests upside for EVR shares. Potential catalysts include multiple expansion and revenue growth, while volatility, a market pullback, or competitive pressure could temper gains. Equity-market strength is cited as the main driver behind a 38% undervaluation claim for EVR.

6 Sep

3

Evercore Inc. forecasts weaker third-quarter investment banking and trading results. Softer quarterly guidance signals near-term revenue softness in core segments.

10 Aug

3

Defense tech firm Lyntris and backers aim to raise $528 million via US IPO. Evercore's role advising a sizable defense IPO may lift near-term advisory fees without shifting overall trajectory.

7 Aug

3 transcript

Evercore (EVR) Q2 2026 earnings call transcript outlines quarterly financial results, revenue figures, and executive commentary on operations and outlook. Quarterly earnings data and guidance directly inform near-term financial performance and investor positioning for EVR.

4 Aug

3

Evercore reports earnings and appoints a senior executive, refocusing market attention on its undervalued status. Earnings and senior hire may moderately shift investor views on valuation and operations.

3 Aug

3

Evercore appoints Citi veteran Dylan Tornay to lead its ECM push. Hiring experienced executive to head equity capital markets may boost Evercore's deal flow and positioning in that business line.

30 Jul

3

Evercore missed Q2 earnings estimates while revenues rose on higher deal activity. Mixed quarterly results with an earnings miss and revenue gain point to moderate effects on near-term investor sentiment and stock movement.

29 Jul

4 transcript

Evercore Inc posted record revenues in Q2 2026 alongside strategic growth initiatives. Record revenues and strategic growth indicate major positive shifts in financial performance and trajectory.

3

Evercore Inc missed Q2 earnings estimates. Q2 earnings miss will likely trigger negative near-term stock reaction for EVR.

3

Evercore Inc reported second quarter 2026 results and declared a quarterly dividend of $0.89 per share. Quarterly results and dividend announcements typically produce moderate short-term effects on stock price without altering long-term trajectory.

23 Jul

3

Private credit secondaries volume has already surpassed full-year 2025 levels according to Evercore. Evercore's data on record private credit secondaries activity points to stronger advisory and market activity in a key growth segment.

3

Record private-asset secondaries are strengthening Evercore’s advisory edge in secondary market transactions. Growth in private-asset secondaries supports Evercore advisory revenue without altering core operations.

21 Jul

3

Continuation funds drove record first-half volume in the secondary market, boosting activity levels for participants including Evercore Inc (EVR) in private-equity secondaries. Record secondary-market volumes can lift Evercore advisory fees but represent a moderate rather than transformative shift in overall results.

14 Jul

3

Evercore issues strong warning ahead of bank earnings. Warning may shift short-term sentiment around EVR and banks.

10 Jul

3

Evercore Inc (EVR) rating upgraded to Strong Buy. Rating upgrade to Strong Buy likely boosts EVR stock performance moderately.

8 Jul

3

Evercore faces intensifying talks over United PF loan as $525 million maturity deadline approaches. Looming debt maturity triggers loan talks that may affect financial performance and short-term market sentiment.

16 Jun

3

Evercore counters bearish market views with strong positive signals on performance and outlook. Positive messaging from Evercore may moderately shift investor sentiment and support near-term stock performance.

7 Jun

3

Evercore expands EMEA advisory operations and sustains dividends along with buybacks. EMEA expansion may enhance revenue streams while ongoing dividends and buybacks support stock performance moderately.

3 Jun

3

Evercore Inc faces analysis over whether it can maintain its capital return strategy amid prevailing market and operational conditions. Capital return sustainability directly shapes investor sentiment and valuation for advisory firms like Evercore.

19 May

3

Evercore Inc hired senior executives, prompting questions regarding the firm's growth strategy, trading operations, and market valuation. Senior hires at Evercore generate uncertainty around growth, trading and valuation that may shift investor sentiment and near-term performance outlook.

13 May

4

Evercore (NYSE:EVR) delivered exceptional Q1 earnings in investment banking and brokerage, firing on all cylinders with strong performance across segments. Outstanding Q1 earnings highlight robust financial health and operational strength, poised to drive positive future market performance and investor sentiment.

11 May

4

Evercore (EVR) shares rose 6.9% after reporting record Q1 earnings, increasing dividends, and announcing share buybacks. Record Q1 earnings, dividend hike, and buybacks demonstrate robust financial performance and enhance shareholder value, positively influencing future market perception.

30 Apr

4

Evercore Inc (EVR) Q1 earnings beat estimates, with revenues reaching a record high. Beating Q1 earnings estimates and achieving record revenues strongly boosts financial performance and investor sentiment.

4

Evercore Inc (EVR) reported record revenues and strategic growth in Q1 2026 earnings call highlights. Record revenues and strategic growth demonstrate strong financial momentum poised to enhance investor confidence and stock performance.

29 Apr

4

Evercore Inc. released Q1 2026 earnings call summary detailing financial results, strategic updates, and forward guidance. Q1 earnings call summary delivers key financial metrics, revenue growth, and outlook that significantly shape investor expectations and stock trajectory.

4 transcript

Evercore Inc. (EVR) released the transcript of its Q1 2026 earnings call, detailing financial results, management discussion, and forward guidance. Q1 2026 earnings transcript reveals financial performance and strategic outlook, significantly influencing investor sentiment and stock trajectory.

4

Evercore Inc. (EVR) shares rose 4% after reporting record revenue and a strong earnings beat. Record revenue and strong earnings beat demonstrate robust financial performance, significantly enhancing investor sentiment and market trajectory.

3

Key metrics from Evercore (EVR) Q1 earnings reveal insights into financial performance, highlighting revenue, profitability, and operational efficiency. Q1 earnings metrics moderately affect financial performance and investor sentiment without fundamentally altering long-term trajectory.

stockrow.com/EVR · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com