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Evercore Inc

EVR
357.730USD
+6.590+1.88%
Close 02/06, 16:00ETQuotes delayed by 15 min
13.79BMarket Cap
23.40P/E TTM

Evercore Inc

357.730
+6.590+1.88%
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
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: 2026-02-06

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 24 out of 118 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 403.44.In the medium term, the stock price is expected to trend up.Despite an average 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
24 / 118
Overall Ranking
138 / 4521
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%.
Overvalued
The company’s latest PB is 7.62, at a high 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
403.444
Target Price
+14.90%
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: 2026-02-06

The current financial score of Evercore Inc is 7.93, ranking 14 out of 118 in the Investment Banking & Investment Services industry. Its financial status is robust, and its operating efficiency is average. 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
7.93
Change
0

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

8.00

Operational Efficiency

6.02

Growth Potential

7.15

Shareholder Returns

8.48

Evercore Inc's Company Valuation

Currency: USD Updated: 2026-02-06

The current valuation score of Evercore Inc is 5.48, ranking 111 out of 118 in the Investment Banking & Investment Services industry. Its current P/E ratio is 23.40, which is 61.31% below the recent high of 37.74 and 61.11% above the recent low of 9.10.

Score

Industry at a Glance

Previous score
5.48
Change
0

Valuation Dimensions

P/E
P/B
P/S
P/CF
Industry Ranking 24/118
Relevant data have not been disclosed by the company yet.

Earnings Forecast

Currency: USD Updated: 2026-02-06

The current earnings forecast score of Evercore Inc is 7.64, ranking 38 out of 118 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
0

Support & Resistance

Relevant data have not been disclosed by the company yet.

Analyst Rating

Based on 11 analysts
Buy
Current Rating
403.444
Target Price
+14.90%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell

Peer Comparison

26
Total
10
Median
10
Average
Company name
Ratings
Analysts
Evercore Inc
EVR
11
Morgan Stanley
MS
25
Citigroup Inc
C
24
Goldman Sachs Group Inc
GS
24
Charles Schwab Corp
SCHW
20
LPL Financial Holdings Inc
LPLA
15
1
2
3
4
5

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: 2026-02-06

The current price momentum score of Evercore Inc is 7.42, ranking 32 out of 118 in the Investment Banking & Investment Services industry. Currently, the stock price is trading between the resistance level at 386.54 and the support level at 331.08, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score
7.23
Change
0.19

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(4)
Buy(1)
Indicators
Value
Direction
MACD(12,26,9)
-5.183
Neutral
RSI(14)
50.686
Neutral
STOCH(KDJ)(9,3,3)
52.802
Buy
ATR(14)
14.902
Low Volatility
CCI(14)
-17.801
Neutral
Williams %R
48.212
Neutral
TRIX(12,20)
-0.012
Sell
StochRSI(14)
100.000
Overbought
Moving Average
Sell(1)
Neutral(0)
Buy(5)
Indicators
Value
Direction
MA5
351.728
Buy
MA10
355.841
Buy
MA20
363.254
Sell
MA50
349.734
Buy
MA100
334.846
Buy
MA200
303.269
Buy

Institutional Confidence

Currency: USD Updated: 2026-02-06

The current institutional shareholding score of Evercore Inc is 10.00, ranking 1 out of 118 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 9.90% of shares outstanding, with 0.66% decrease in holdings.

Score

Industry at a Glance

Previous score
10.00
Change
0

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%
Boston Partners
1.25M
-27.39%
State Street Investment Management (US)
1.18M
+4.13%
Hyman (Edward S)
1.16M
-29.16%
TD Asset Management Inc.
1.05M
+22.94%
Invesco Advisers, Inc.
1.02M
+13.20%
AQR Capital Management, LLC
967.80K
+10.88%
Geode Capital Management, L.L.C.
940.47K
+13.09%
1
2

Risk Assessment

Currency: USD Updated: 2026-02-06

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 118 in the Investment Banking & Investment Services industry. The company's beta value is 1.56. 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.

Score

Industry at a Glance

Previous score
7.24
Change
0
Beta vs S&P 500 index
1.56
VaR
+3.26%
240-Day Maximum Drawdown
+33.46%
240-Day Volatility
+47.50%

Return

Best Daily Return
60 days
+5.20%
120 days
+5.20%
5 years
+16.24%
Worst Daily Return
60 days
-4.53%
120 days
-9.09%
5 years
-15.48%
Sharpe Ratio
60 days
+2.04
120 days
+0.85
5 years
+0.77

Risk Assessment

Maximum Drawdown
240 days
+33.46%
3 years
+48.17%
5 years
+50.80%
Return-to-Drawdown Ratio
240 days
+1.36
3 years
+1.55
5 years
+0.60
Skewness
240 days
-0.32
3 years
+0.15
5 years
+0.09

Volatility

Realised Volatility
240 days
+47.50%
5 years
+37.12%
Standardised True Range
240 days
+2.85%
5 years
+1.56%
Downside Risk-Adjusted Return
120 days
+115.08%
240 days
+115.08%
Maximum Daily Upside Volatility
60 days
+24.80%
Maximum Daily Downside Volatility
60 days
+27.56%

Liquidity

Average Turnover Rate
60 days
+1.36%
120 days
+1.67%
5 years
--
Turnover Deviation
20 days
-11.89%
60 days
+23.39%
120 days
+51.22%

Peer Comparison

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Evercore Inc
Evercore Inc
EVR
7.54 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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State Street Corp
STT
8.63 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Ameriprise Financial Inc
Ameriprise Financial Inc
AMP
8.34 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
XP Inc
XP Inc
XP
8.07 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
StoneX Group Inc
StoneX Group Inc
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8.02 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
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Tradeweb Markets Inc
Tradeweb Markets Inc
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8.00 /10
Score
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