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Company Analysis

Evercore Inc. EVR

A comprehensive view of key metrics, scores, and financial health for Evercore Inc.

Overview of Evercore Inc.

EVR NYQ
Financial Services Capital Markets Large Cap
Evercore Inc. (EVR), is a Large Cap company, in the Capital Markets industry, last closed at $347.79, about 11.6% undervalued vs fair value, +65.9% 1Y return, placing in the top 25% of its sector.
Metrics P/E 24.2× Rev Growth 30.2% ROE 31.7% Gross Margin 98.0% Div Yield 1.10%
$347.79
-2.09%
As of April 28, 2026
Previous close • Vol 90d: 40.8%
52-Week Range
Market Cap
$13.77B
Enterprise Value
$13.50B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Good
Health
Fair
Efficiency
Good
Valuation
Good
Growth
Fair
Profitability
Good
Health
Fair
Efficiency
Good
Valuation
Good
Completeness: 82%
Confidence: 80%
Updated: Mar 8
Top Beats
No strong beats yet

Quick Facts

Website https://www.evercore.com
HQ New York, NY
Employees 2,544
Fiscal year Dec 31

Next Events

Earnings Apr 29 Estimated

Fair Value Snapshot

Bear Base Bull
$293
$388
$531
Current: $347.79 +12% vs base

Engine Room Money Flow™

Large Cap

Asset Management & Capital Markets - Where revenue goes and how value is created

Flow Steps
Total Revenue
$3.9B
30.2%%
Operating Income (FRE Proxy)
$824.1M
54.6%%
EBITDA
$856.6M
60.8%%
Net Income
$591.9M
56.5%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Asset Management & Capital Markets

Quality & Reliability Indicators

Operating Margin (FRE Proxy)
21.2%
Good

Operating Income / Revenue — proxy for Fee-Related Earnings margin

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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$806.2M
136.2% of Net Income

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
3
Active Leaks
3/3
Improving
0
High Impact
1
Critical
Locked Leak
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Locked Leak
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Moat Analysis Asset Management Specialized

Competitive Advantage Assessment

Evaluating Evercore Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
69
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Fee Revenue Quality

Moderate
72
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Asset Managers, Capital Markets & Exchanges vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing EVR's balance between Growth (26.8%), Profitability (40.3%), and Safety (32.9%). Growth 27% Safety 33% Profitability 40%

Click axes to expand details. Marker shows current allocation.

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Growth

51th percentile vs peers
51
Key Signals
Rev Growth YoY 30.2% 57p EPS Growth YoY 54.7% 53p Revenue CAGR 3Y 12.0% 44p EPS CAGR 3Y 6.6% 41p
Strengths
  • ROE in top 20% of peers (31.7%, 89th percentile)
  • Interest Coverage Ratio in top 20% of peers (33.96, 80th percentile)
  • ROA in top 20% of peers (9.6%, 85th percentile)
Risks

No significant risks identified for this axis.

Profitability

77th percentile vs peers
77
Key Signals
Strengths
Risks
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Safety

62th percentile vs peers
63
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Evercore Inc..

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$388.04
- - -
+11.6% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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