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Evercore Inc

EVR

284.750USD

-2.120-0.74%

Close 03/26, 16:00（ET）Quotes delayed by 15 min

8.27BMarket Cap

18.62P/E TTM



Evercore Inc

284.750

-2.120-0.74%

Overview Financials Analysis Company

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

Overview

Financials

Analysis

Company

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score of Evercore Inc

Currency: USD Updated: 2026-03-26

Key Insights

Evercore Inc's fundamentals are relatively very healthy, with an industry-leading ESG disclosure.and its growth potential is high.Its valuation is considered fairly valued, ranking 13 out of 117 in the Investment Banking & Investment Services industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Buy, with the highest price target at 389.67.In the medium term, the stock price is expected to trend down.Despite a weak stock market performance over the past month, 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.

Evercore Inc's Score

Industry at a Glance

Industry Ranking

13 / 117

Overall Ranking

91 / 4546

Industry

Investment Banking & Investment Services

Support & Resistance

Relevant data have not been disclosed by the company yet.

Score Analysis

Current score

Previous score

Media Coverage

Last 24 hours

Coverage Level

Very Low

Very High

Neutral

Evercore Inc Highlights

StrengthsRisks

Evercore Inc. is an investment banking and investment management company. The Company's segment includes Investment Banking & Equities and Investment Management. Investment Banking & Equities includes the investment banking business through which it provides advice to clients on significant 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 also provides liability management and restructuring advice to companies in financial transition, as well as to creditors, shareholders, and potential acquirers. Investment Management 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 Growth

The company's revenue has grown steadily over the past 3 years, averaging 59.13% year-on-year.

High Profit Growth

The company's net income leads the industry, with the latest annual income totaling USD 3.87B.

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%.

Fairly Valued

The company’s latest PB is 5.40, at a medium 3-year percentile range.

Institutional Buying

The latest institutional holdings are 36.86M shares, increasing 0.03% quarter-over-quarter.

Held by CI Select Canadian Equity Fund

Star Investor CI Select Canadian Equity Fund holds 231.00 shares of this stock.

Lower Market Activity

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

Analyst Rating

Based on 11 analysts

Buy

Current Rating

389.667

Target Price

+39.95%

Upside Space

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

Financial Health

Currency: USD Updated: 2026-03-26

The current financial score of Evercore Inc is 9.14, ranking 5 out of 117 in the Investment Banking & Investment Services industry. Its financial status is robust, and its operating efficiency is high. Its latest quarterly revenue reached 1.29B, representing a year-over-year increase of 32.58%, while its net profit experienced a year-over-year increase of 45.23%.

Score

Industry at a Glance

Previous score

9.14

Change



Financials

10.00

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

Relevant data have not been disclosed by the company yet.



Quality of Earnings

9.60

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

Relevant data have not been disclosed by the company yet.



Operational Efficiency

8.64

Key Metrics

Cash flow from operating activities

Income after tax

Relevant data have not been disclosed by the company yet.



Growth Potential

8.40

Key Metrics

Cash flow from operating activities

Total revenue

Relevant data have not been disclosed by the company yet.



Shareholder Returns

9.07

Key Metrics

Free cash flow

Relevant data have not been disclosed by the company yet.

Evercore Inc's Company Valuation

Currency: USD Updated: 2026-03-26

The current valuation score of Evercore Inc is 5.48, ranking 110 out of 117 in the Investment Banking & Investment Services industry. Its current P/E ratio is 18.62, which is 102.65% below the recent high of 37.74 and 51.14% above the recent low of 9.10.

Score

Industry at a Glance

Previous score

5.48

Change

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 13/117

Relevant data have not been disclosed by the company yet.

Earnings Forecast

Currency: USD Updated: 2026-03-26

The current earnings forecast score of Evercore Inc is 7.64, ranking 41 out of 117 in the Investment Banking & Investment Services industry. The average price target is 359.50, with a high of 400.00 and a low of 215.00.

Score

Industry at a Glance

Previous score

7.64

Change

Support & Resistance

Relevant data have not been disclosed by the company yet.

Analyst Rating

Based on 11 analysts

Buy

Current Rating

389.667

Target Price

+39.95%

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

Relevant data have not been disclosed by the company yet.

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: 2026-03-26

The current price momentum score of Evercore Inc is 7.34, ranking 33 out of 117 in the Investment Banking & Investment Services industry. Currently, the stock price is trading between the resistance level at 312.82 and the support level at 261.28, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

7.23

Change

0.11

Support & Resistance

Relevant data have not been disclosed by the company yet.

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(2)

Buy(3)

Indicators

Value

Direction

MACD(12,26,9)

5.204

Neutral

RSI(14)

42.490

Neutral

STOCH(KDJ)(9,3,3)

68.403

Buy

ATR(14)

11.650

Low Volatility

CCI(14)

102.359

Buy

Williams %R

30.409

Buy

TRIX(12,20)

-0.726

Sell

StochRSI(14)

87.473

Overbought

Moving Average

Sell(4)

Neutral(0)

Buy(2)

Indicators

Value

Direction

MA5

280.808

Buy

MA10

277.321

Buy

MA20

286.888

Sell

MA50

323.535

Sell

MA100

326.779

Sell

MA200

316.494

Sell

Institutional Confidence

Currency: USD Updated: 2026-03-26

The current institutional shareholding score of Evercore Inc is 10.00, ranking 1 out of 117 in the Investment Banking & Investment Services industry. The latest institutional shareholding proportion is 95.16%, representing a quarter-over-quarter decrease of 0.44%. The largest institutional shareholder is The Vanguard, holding a total of 3.83M shares, representing 9.67% of shares outstanding, with 2.99% decrease in holdings.

Score

Industry at a Glance

Previous score

10.00

Change

Institutional Shareholding

Relevant data have not been disclosed by the company yet.

Shareholder Activity

Name

Shares Held

Chg %

The Vanguard Group, Inc.

Star Investors

3.89M

+1.69%

BlackRock Institutional Trust Company, N.A.

3.16M

+0.66%

Wellington Management Company, LLP

2.02M

+259.02%

Hyman (Edward S)

1.16M

-29.16%

State Street Investment Management (US)

1.18M

+4.13%

Fidelity Management & Research Company LLC

780.69K

-5.07%

TD Asset Management Inc.

1.05M

+22.94%

Invesco Advisers, Inc.

1.02M

+13.20%

Geode Capital Management, L.L.C.

940.47K

+13.09%

AQR Capital Management, LLC

967.80K

+10.88%

Risk Assessment

Currency: USD Updated: 2026-03-26

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 current risk assessment score of Evercore Inc is 7.24, ranking 69 out of 117 in the Investment Banking & Investment Services industry. The company's beta value is 1.58. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets. with an industry-leading ESG disclosure.