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Evercore Inc

EVR

345.060USD

+3.200+0.94%

Close 09/15, 16:00（ET）Quotes delayed by 15 min

13.32BMarket Cap

28.81P/E TTM



Evercore Inc

345.060

+3.200+0.94%

Overview Company Financials Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score

Currency: USD Updated：2025-09-15

Key Insights

The company's fundamentals are relatively healthy. Its valuation is considered undervalued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Buy. Despite a weak stock market performance, the company shows strong fundamentals and technicals. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Industry Ranking

4 / 117

Overall Ranking

90 / 4724

Industry

Investment Banking & Investment Services

Support & Resistance

No Data

Score Analysis

Current score

Previous score

Analyst Rating

Based on 8 analysts

Buy

Current Rating

339.333

Target Price

-0.74%

Upside Space

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Company Highlights

StrengthsRisks

Evercore Inc. is an independent investment banking advisory company. The Company operates in two segments: Investment Banking & Equities and Investment Management. The Investment Banking & Equities segment includes the investment banking business through which it provides advice to clients on mergers, acquisitions, divestitures, shareholder activism and other strategic corporate transactions with a particular focus on advising multinational corporations and private equity firms on large, complex transactions. It provides liability management and restructuring advice to companies in financial transition, as well as to creditors, shareholders and potential acquirers. The Investment Management segment includes the wealth management business, through which it provides investment advisory, wealth management and fiduciary services for high-net-worth individuals and associated entities, and the private equity business, which holds interests in private equity funds, not managed by the Company.

High Dividend

The company is a high dividend payer, with the latest dividend payout ratio of 36.22%.

Stable Dividend

The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 36.22%.

Overvalued

The company’s latest PB is 8.05, at a high 3-year percentile range.

Institutional Selling

The latest institutional holdings are 38.00M shares, decreasing 1.55% quarter-over-quarter.

Held by The Vanguard

Star Investor The Vanguard holds 3.83M shares of this stock.

Lower Market Activity

The company has less investor interest, with a 20-day turnover ratio of -0.12.

Financial Health

Currency: USD Updated：2025-09-15

The company's current financial score is 6.33, which is lower than the Investment Banking & Investment Services industry's average of 7.33. Its financial status is stable, and its operating efficiency is average. Its latest quarterly revenue reached 695.68M, representing a year-over-year increase of 19.60%, while its net profit experienced a year-over-year increase of 70.59%.

Score

Industry at a Glance

Previous score

6.33

Change

2.42



Financials

10.00

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data



Quality of Earnings

10.00

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

No Data



Operational Efficiency

9.16

Key Metrics

Cash flow from operating activities

Income after tax

No Data



Growth Potential

5.61

Key Metrics

Cash flow from operating activities

Total revenue

No Data



Shareholder Returns

8.98

Key Metrics

Free cash flow

No Data

Company Valuation

Currency: USD Updated：2025-09-15

The company’s current valuation score is 2.60, which is lower than the Investment Banking & Investment Services industry's average of 4.39. Its current P/E ratio is 27.02, which is -9.45% below the recent high of 24.47 and 26.73% above the recent low of 19.80.

Score

Industry at a Glance

Previous score

1.80

Change

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 4/117

No Data

Earnings Forecast

Currency: USD Updated：2025-09-15

The company’s current earnings forecast score is 7.75, which is higher than the Investment Banking & Investment Services industry's average of 7.34. The average price target for Evercore Inc is 339.50, with a high of 375.00 and a low of 215.00.

Score

Industry at a Glance

Previous score

7.75

Change

Support & Resistance

No Data

Analyst Rating

Based on 8 analysts

Buy

Current Rating

339.333

Target Price

-0.74%

Upside Space

Strong Buy

Buy

Hold

Sell

Strong Sell

Peer Comparison

Total

Median

Average

Company name

Ratings

Analysts

Evercore Inc

EVR

Morgan Stanley

Goldman Sachs Group Inc

Citigroup Inc

Charles Schwab Corp

SCHW

LPL Financial Holdings Inc

LPLA

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

No Data

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated：2025-09-15

The company’s current price momentum score is 9.68, which is higher than the Investment Banking & Investment Services industry's average of 8.78. Sideways: Currently, the stock price is trading between the resistance level at 339.23 and the support level at 296.58, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

9.66

Change

-0.03

Support & Resistance

No Data

Indicators



The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators

Sell(1)

Neutral(0)

Buy(3)

Indicators

Value

Direction

MACD(12,26,9)

3.773

Buy

RSI(14)

73.817

Buy

STOCH(KDJ)(9,3,3)

91.780

Overbought

ATR(14)

7.740

Low Volatility

CCI(14)

171.767

Buy

Williams %R

10.798

Overbought

TRIX(12,20)

0.393

Sell

StochRSI(14)

96.622

Overbought

Moving Average

Sell(0)

Neutral(0)

Buy(6)

Indicators

Value

Direction

MA5

337.642

Buy

MA10

328.001

Buy

MA20

321.498

Buy

MA50

307.760

Buy

MA100

271.693

Buy

MA200

260.604

Buy

Institutional Confidence

Currency: USD Updated：2025-09-15

The company’s current institutional recognition score is 10.00, which is higher than the Investment Banking & Investment Services industry's average of 6.35. The latest institutional shareholding proportion is 98.29%, representing a quarter-over-quarter increase of 0.03%. The largest institutional shareholder is The Vanguard, holding a total of 3.83M shares, representing 9.92% of shares outstanding, with 1.37% decrease in holdings.

Score

Industry at a Glance

Previous score

10.00

Change

Institutional Shareholding

No Data

Shareholder Activity

Name

Shares Held

Chg %

The Vanguard Group, Inc.

Star Investors

3.85M

+0.68%

BlackRock Institutional Trust Company, N.A.

3.16M

-0.61%

Boston Partners

1.54M

+5.04%

Millennium Management LLC

609.89K

+819.28%

Hyman (Edward S)

1.16M

-29.16%

State Street Global Advisors (US)

1.14M

+1.22%

Invesco Advisers, Inc.

659.44K

-36.08%

AQR Capital Management, LLC

486.37K

+134.48%

Geode Capital Management, L.L.C.

771.98K

+3.73%

Risk Assessment

Currency: USD Updated：2025-09-15

The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Investment Banking & Investment Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The company’s current risk assessment score is 3.41, which is lower than the Investment Banking & Investment Services industry's average of 5.16. The company's beta value is 1.48. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.