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Evercore (EVR) Stock Analysis

This is a peer-relative look at Evercore (EVR): its performance, risk, profitability, growth, financial strength, dividend, and valuation are each measured against its Financial Services peers, so every number reads in context rather than in isolation.

Company Profile

Company profile fields for Evercore (EVR)
Profile ItemEVR
NameEvercore Inc. Class A Common Stock
Country/RegionUnited States
GICS SectorFinancials
GICS Industry GroupFinancial Services
GICS IndustryCapital Markets
GICS Sub-IndustryInvestment Banking & Brokerage
Market Capitalization10.81 billion USD
CurrencyUSD
ExchangeNYSE
Listing DateAugust 14, 2006
Security TypeCommon Stock

Price Performance

Cumulative Growth

EVR
GSPC
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Evercore (EVR) vs. S&P 500 (GSPC): Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Evercore (EVR) and S&P 500 (GSPC). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Evercore (EVR) and S&P 500 (GSPC). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Evercore (EVR) metric values compared with Financial Services industry-group medians
MetricCurrent stock: EVRIndustry group median
Total Return (1Y)-2.40%1.90%
Total Return (3Y, Annualized)30.98%12.71%
Total Return (5Y, Annualized)16.41%2.81%

Risk Profile

Drawdown History

EVR
GSPC
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Evercore (EVR) vs. S&P 500 (GSPC): Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Evercore (EVR) and S&P 500 (GSPC). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Evercore (EVR) metric values compared with Financial Services industry-group medians
MetricCurrent stock: EVRIndustry group median
Volatility (1Y, Annualized)39.76%36.24%
Beta (5Y)1.451.04
Max Drawdown (5Y)-47.86%-48.56%

Risk-Adjusted Performance

Risk-Return Positioning

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Each dot is a stock plotted by 1-year volatility (risk) and 1-year return. EVR is highlighted; the dashed line is the Capital Allocation Line from the risk-free rate through the industry median — dots above it are stronger on a risk-adjusted basis.

Risk-Adjusted Metrics

Evercore (EVR) metric values compared with Financial Services industry-group medians
MetricCurrent stock: EVRIndustry group median
Sharpe Ratio (1Y)-0.17-0.09
Sortino Ratio (1Y)-0.23-0.13

Profitability

ROE (TTM)

Evercore (EVR) posts ROE of 37.97%, in the upper peer quartile. That suggests the company earns more from each dollar of shareholders’ equity than most industry peers, a useful capital-efficiency signal.

EVR

Financial Services industry group

37.97%

Group distribution
Max
44.78%
EVR
37.97%
Q3
21.85%
Median
12.91%
Q1
4.48%
Min
-18.71%
Largest peers
MA
231.37%
V
63.51%
EVR
37.97%
MS
18.04%
GS
17.71%
BRK.A
12.12%
BRK.B
12.12%
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Where Evercore (EVR) stands on ROE within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Net Margin (TTM)

Evercore (EVR) keeps 15.73% of revenue as net profit, roughly in line with the peer group’s normal net margin range. Its full cost stack is taking a typical share of sales for the industry.

EVR

Financial Services industry group

15.73%

Group distribution
Max
62.84%
Q3
28.05%
EVR
15.73%
Median
15.36%
Q1
4.82%
Min
-28.52%
Largest peers
V
51.20%
MA
46.73%
GS
31.21%
MS
25.63%
BRK.A
22.30%
BRK.B
22.30%
EVR
15.73%
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Where Evercore (EVR) stands on net margin within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Operating Margin (TTM)

Evercore (EVR) turns 21.94% of revenue into operating profit, roughly in line with the peer group’s normal operating margin range. Its core cost structure looks typical for the industry.

EVR

Financial Services industry group

21.94%

Group distribution
Max
107.33%
Q3
55.90%
Median
30.09%
EVR
21.94%
Q1
14.60%
Min
-44.34%
Largest peers
V
63.73%
MA
60.53%
MS
39.00%
GS
38.37%
BRK.A
32.56%
BRK.B
32.56%
EVR
21.94%
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Where Evercore (EVR) stands on operating margin within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Profitability Metrics

Evercore (EVR) metric values compared with Financial Services industry-group medians
MetricCurrent stock: EVRIndustry group median
ROE (TTM)37.97%12.91%
ROA (TTM)17.07%3.60%
Net Margin (TTM)15.73%15.36%
Operating Margin (TTM)21.94%30.09%
Gross Margin (TTM)----

Growth

Revenue Growth

Evercore (EVR) grew revenue 29.41%, in the upper peer quartile. The top line is expanding faster than at most industry peers, which points to share gains or stronger pricing.

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Evercore (EVR): Revenue Growth across different time periods, set against Financial Services industry-group medians.

EPS Growth

Evercore (EVR) grew earnings per share 54.74%, in the upper peer quartile. Per-share profits are compounding faster than at most industry peers.

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Evercore (EVR): EPS Growth across different time periods, set against Financial Services industry-group medians.

Growth Metrics

Evercore (EVR) metric values compared with Financial Services industry-group medians
MetricCurrent stock: EVRIndustry group median
Revenue Growth (YoY)29.41%9.46%
Revenue Growth (3Y CAGR)11.76%10.90%
EPS Growth (YoY)54.74%7.46%
EPS Growth (3Y CAGR)6.57%13.04%

Financial Strength

Current Ratio (MRQ)

current ratio is set aside for Evercore (EVR) in Financial Services: these balance sheets are not best read through a current/non-current split, so regulatory, funding, or liquidity-coverage measures usually matter more.

Debt / Equity (MRQ)

debt-to-equity ratio is set aside for Evercore (EVR) in Financial Services: leverage is part of the business model itself, so capital adequacy, funding mix, and regulatory measures are usually better risk gauges.

Financial Strength Metrics

Evercore (EVR) metric values compared with Financial Services industry-group medians
MetricCurrent stock: EVRIndustry group median
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Evercore (EVR) has dividend yield of 1.21%, in the industry’s normal income range. It provides a meaningful dividend without the red flag of an unusually high headline yield.

EVR

Financial Services industry group

1.21%

Group distribution
Max
9.77%
Q3
3.92%
EVR
1.21%
Median
1.09%
Q1
0.00%
Min
0.00%
Largest peers
MS
2.40%
GS
2.07%
EVR
1.21%
V
0.66%
MA
0.53%
BRK.A
0.00%
BRK.B
0.00%
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Where Evercore (EVR) stands on dividend yield within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Dividend Payout Ratio (TTM)

Evercore (EVR) has payout ratio of 18.93%, within the industry’s typical payout band. The dividend shares profits with investors while leaving earnings coverage that looks normal for the peer group.

EVR

Financial Services industry group

18.93%

Group distribution
Max
241.07%
Q3
97.36%
Median
25.77%
EVR
18.93%
Q1
0.00%
Min
0.00%
Largest peers
MS
32.91%
GS
25.88%
V
21.75%
EVR
18.93%
MA
17.63%
BRK.A
0.00%
BRK.B
0.00%
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Where Evercore (EVR) stands on payout ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Dividend Metrics

Evercore (EVR) metric values compared with Financial Services industry-group medians
MetricCurrent stock: EVRIndustry group median
Dividend Yield (TTM)1.21%1.09%
Dividend Payout Ratio (TTM)18.93%25.77%

Valuation

P/E Ratio (TTM)

Evercore (EVR) trades at P/E ratio of 15.57, near the industry’s usual earnings multiple. The stock is not showing a clear peer discount or premium on trailing earnings.

EVR

Financial Services industry group

15.57

Group distribution
Max
45.85
Q3
24.64
EVR
15.57
Median
15.37
Q1
9.68
Min
0.16
Largest peers
V
34.31
MA
34.15
EVR
15.57
MS
14.39
BRK.A
14.36
BRK.B
14.36
GS
12.45
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Where Evercore (EVR) stands on P/E ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

P/S Ratio (TTM)

Evercore (EVR) trades at 2.23 on P/S ratio, roughly in the peer group’s normal range. The market is not making a strong cheap-or-rich statement about its revenue base.

EVR

Financial Services industry group

2.23

Group distribution
Max
9.23
Q3
4.57
Median
2.72
EVR
2.23
Q1
1.28
Min
-0.55
Largest peers
V
17.18
MA
15.67
MS
3.55
GS
3.52
BRK.A
3.18
BRK.B
3.18
EVR
2.23
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Where Evercore (EVR) stands on P/S ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

P/B Ratio (MRQ)

Evercore (EVR) trades at 5.56 on P/B ratio, in the higher book-value quartile. The market is paying a premium to book, so stronger ROE, cleaner assets, or a better growth profile need to justify it.

EVR

Financial Services industry group

5.56

Group distribution
Max
7.79
EVR
5.56
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
Largest peers
MA
84.30
V
22.05
EVR
5.56
MS
2.65
GS
2.36
BRK.A
1.72
BRK.B
0.00
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Where Evercore (EVR) stands on P/B ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Valuation Metrics

Evercore (EVR) metric values compared with Financial Services industry-group medians
MetricCurrent stock: EVRIndustry group median
P/E Ratio (TTM)15.5715.37
P/S Ratio (TTM)2.232.72
P/B Ratio (MRQ)5.561.57
Free Cash Flow Yield (TTM)----