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Evercore Inc Stock Research

EVR

138.06USD-2.97(-2.11%)Market Closed
Watchlist

Market Summary

USD138.06-2.97
Market Closed
-2.11%

EVR Alerts

EVR Stock Price

EVR RSI Chart

EVR Valuation

Market Cap

5.3B

Price/Earnings (Trailing)

15.36

Price/Sales (Trailing)

2.11

EV/EBITDA

8.57

Price/Free Cashflow

10.67

EVR Price/Sales (Trailing)

EVR Profitability

EBT Margin

22.85%

Return on Equity

29.21%

Return on Assets

14.61%

Free Cashflow Yield

9.37%

EVR Fundamentals

EVR Revenue

Revenue (TTM)

2.5B

Revenue Y/Y

-20.71%

Revenue Q/Q

-12.62%

EVR Earnings

Earnings (TTM)

343.5M

Earnings Y/Y

-61.09%

Earnings Q/Q

-55.38%

Price Action

52 Week Range

78.16146.99
(Low)(High)

Last 7 days

-3.7%

Last 30 days

5.8%

Last 90 days

18.3%

Trailing 12 Months

57.2%

EVR Financial Health

Current Ratio

5.29

EVR Investor Care

Dividend Yield

2.09%

Dividend/Share (TTM)

2.84

Buy Backs (1Y)

4.07%

Diluted EPS (TTM)

8.47

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs
Net sales

Latest Insider Trading transactions for EVR

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
2023-08-21
HYMAN EDWARD S
gifted
-
-
-75,296
vice chair evr & chairman eisi
2023-08-15
HYMAN EDWARD S
gifted
-
-
-7,453
vice chair evr & chairman eisi
2023-08-14
Carlton Pamela G
sold
-80,920
136
-592
-
2023-06-15
Williamson Sarah K
acquired
-
-
2,137
-
2023-06-15
Robertson Sir Simon
acquired
-
-
1,069
-
2023-06-15
WHEELER WILLIAM J
acquired
-
-
1,069
-
2023-06-15
FUTTER ELLEN V
acquired
-
-
1,069
-
2023-06-15
OVERLOCK WILARD J JR
acquired
-
-
2,137
-
2023-06-15
Carlton Pamela G
acquired
-
-
1,069
-
2023-06-15
Harris Gail Block
acquired
-
-
1,069
-

1–10 of 50

Which funds bought or sold EVR recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
2023-09-12
Farther Finance Advisors, LLC
unchanged
-
846
12,730
-%
2023-09-08
TUCKER ASSET MANAGEMENT LLC
unchanged
-
41.00
618
-%
2023-08-24
Alberta Investment Management Corp
new
-
1,064,480
1,064,480
0.01%
2023-08-22
VIRGINIA RETIREMENT SYSTEMS ET AL
sold off
-100
-380,754
-
-%
2023-08-21
OSAIC HOLDINGS, INC.
added
1.17
193,376
2,504,500
-%
2023-08-21
CCM INVESTMENT ADVISERS LLC
added
0.08
722,245
10,748,500
1.44%
2023-08-21
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
reduced
-3.94
154,980
5,509,770
0.01%
2023-08-21
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY
added
10.24
121,000
787,000
0.01%
2023-08-21
BOKF, NA
new
-
508,696
508,696
0.01%
2023-08-18
Legato Capital Management LLC
added
37.85
809,075
2,506,780
0.34%

1–10 of 47

Latest Funds Activity

Are funds buying EVR calls or puts?
Calls
Puts
No. of funds holding Calls - Puts
Net Call Options
No. of funds that own EVR
No. of Funds

Schedule 13G FIlings of Evercore

Date FiledName of FilerPercent of ClassNo. of SharesForm Type
Jul 10, 2023
vanguard group inc
10.80%
4,140,950
SC 13G/A
Feb 09, 2023
vanguard group inc
9.69%
3,764,858
SC 13G/A
Jan 25, 2023
blackrock inc.
8.9%
3,453,083
SC 13G
Mar 09, 2022
vanguard group inc
10.09%
3,874,144
SC 13G/A
Feb 25, 2022
hyman edward s
5.20%
2,105,693
SC 13D
Feb 03, 2022
blackrock inc.
8.8%
3,434,997
SC 13G/A
Feb 10, 2021
vanguard group inc
8.47%
3,442,432
SC 13G/A
Jan 29, 2021
blackrock inc.
9.7%
3,960,319
SC 13G/A
Feb 12, 2020
vanguard group inc
8.98%
3,511,975
SC 13G/A
Feb 04, 2020
blackrock inc.
10.3%
4,022,947
SC 13G/A

Recent SEC filings of Evercore

View All Filings
Date Filed Form Type Document
Aug 22, 2023
4
Insider Trading
Aug 17, 2023
4
Insider Trading
Aug 16, 2023
4
Insider Trading
Aug 14, 2023
144
Notice of Insider Sale Intent
Aug 03, 2023
10-Q
Quarterly Report
Jul 26, 2023
8-K
Current Report
Jul 10, 2023
SC 13G/A
Major Ownership Report
Jun 20, 2023
8-K
Current Report
Jun 16, 2023
4
Insider Trading
Jun 16, 2023
4
Insider Trading

Peers (Alternatives to Evercore)

View All Peers In Detail
NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
-
15.0B
2.61% 25.47%
-
-
9.38% -23.22%
79.3B
7.0B
13.10% 27.57%
63.58
11.4
-60.78% -68.72%
52.7B
11.1B
3.96% 33.87%
42.89
4.73
13.00% 26.39%
12.6B
7.8B
-0.79% 5.16%
15.32
1.61
-8.39% -52.46%
MID-CAP
4.8B
2.1B
2.32% 10.47%
4.16
2.23
-13.32% 104.61%
1.9B
678.6M
-6.27% 33.16%
18.33
2.86
16.44% 46.62%
7.8B
5.8B
-2.14% -7.57%
11.43
1.29
-13.83% -40.28%
6.8B
1.8B
7.09% 34.49%
27.96
3.79
48.44% -13.75%
5.3B
2.5B
5.78% 57.20%
15.36
2.11
-24.58% -51.56%
4.4B
2.0B
1.72% 19.03%
11.85
2.17
-20.30% -29.01%
2.8B
2.7B
-0.88% -10.10%
1.4K
1.04
-13.59% -99.63%
SMALL-CAP
483.3M
140.6M
-3.51% 0.74%
9.86
3.44
-21.64% -14.24%
461.6M
39.5M
-13.83% -15.61%
25.55
11.63
-2.01% -17.48%
293.6M
391.0M
-0.60% 29.41%
-18.4
0.75
-32.74% -176.48%

Evercore News

Nasdaq
Why Shares of Deere Fell Again Today.
Nasdaq,
12 hours ago
Investing.com UK
Investing.com España
Investing.com India
Zacks Investment Research
Investing.com Canada
24/7 Wall St.
Goldman Sachs Downgrades Evercore.
24/7 Wall St.,
29 days ago
Marketscreener.com

Returns for EVR

Cumulative Returns on EVR

13.3%


10-Year Cumulative Returns

17.2%


7-Year Cumulative Returns

8.5%


5-Year Cumulative Returns

31.1%


3-Year Cumulative Returns

Risks for EVR

What is the probability of a big loss on EVR?

82.7%


Probability that Evercore stock will be more than 20% underwater in next one year

56.1%


Probability that Evercore stock will be more than 30% underwater in next one year.

40.8%


Probability that Evercore stock will be more than 40% underwater in next one year.
*Calculated based on probability distribution of losses observed in actual data in the last 5 years.

How does EVR drawdown profile look like?

Y-axis is the maximum loss one would have experienced if Evercore was unfortunately bought at previous high price.

Drawdowns

Financials for Evercore

Income Statement (Last 12 Months)
(In Millions)
Income Statement (Last 12 Months)
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Revenue-5.0%2,4972,6282,7793,0633,3103,3673,3073,1192,6992,5192,2852,0192,0202,0422,0292,1382,1162,0342,0821,8521,879
Operating Expenses-2.1%1,9752,0182,0662,1042,2362,2322,1872,1281,8881,8281,7371,6401,6331,6171,5711,5891,5641,5031,5231,3571,370
EBITDA-100.0%-6447499981,1151,1771,1621,034852735592426435474505589590568596531544
EBITDA Margin-100.0%-0.25*0.27*0.33*0.34*0.35*0.35*0.33*0.32*0.29*0.26*0.21*0.22*0.23*0.25*0.28*0.28*0.28*0.29*0.29*0.29*
Interest Expenses-0.5%17.0017.0017.0017.0017.0017.0018.0018.0019.0020.0021.0023.0023.0022.0020.0018.0017.0018.0018.0019.0020.00
Earnings Before Taxes-14.9%5116017049531,0691,1311,117989807686541369375415449541545523551486498
EBT Margin-100.0%-0.23*0.25*0.31*0.32*0.34*0.34*0.32*0.30*0.27*0.24*0.18*0.19*0.20*0.22*0.25*0.26*0.26*0.26*0.26*0.27*
Net Income-14.5%343402477632709754740665548464351235236261297356362349377195191
Net Income Margin-100.0%-0.15*0.17*0.21*0.21*0.22*0.22*0.21*0.20*0.18*0.15*0.12*0.12*0.13*0.15*0.17*0.17*0.17*0.18*0.11*0.10*
Free Cashflow-100.0%-6335311,0121,1021,2291,3851,225974823978697759743505630540478850501535
Balance Sheet
(In Millions)
Balance Sheet
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Assets10.9%3,0512,7503,6213,1513,0112,9383,8033,2722,9472,7263,3712,6452,5002,2222,5992,2111,9401,8452,1261,7061,613
  Current Assets9.0%1,9791,8152,7072,2222,0761,9802,7982,3001,9611,7422,3751,6421,5161,2261,6901,3271,0649881,4821,087997
    Cash Equivalents-10.1%5215796634734444555874794424118301,1491,016585644305374338800425404
  Net PPE1.1%14314214314614714814915115115114915013913212711310493.0081.0069.0067.00
  Goodwill1.0%125124123120123127128128129129129126124124131130132133131133133
Liabilities22.5%1,4471,1811,8951,5631,4911,3512,1671,7601,5221,2921,8821,4381,3671,1841,4721,2089658391,118806762
  Current Liabilities34.6%4623431,0717496715991,2979347114921,064618565390669433412298750463429
Shareholder's Equity-10.4%1,4061,5691,5371,4121,5211,5881,6351,5121,4251,4341,4891,2071,1321,0381,1261,0039751,0061,008899851
  Retained Earnings0.2%1,8231,8201,7681,6591,6081,5451,4181,1531,023914799607591561558480463408365225199
  Additional Paid-In Capital2.7%3,0122,9322,8622,8092,7462,6802,4592,4372,3842,3222,2662,2172,1672,1122,0171,9681,9171,8901,8181,7651,722
Accumulated Depreciation3.7%20219418717817617216615915314614013713012311710810296.0089.0084.0079.00
Shares Outstanding-0.8%38.0039.00-39.0040.0039.00-39.0041.0041.00-41.0041.0040.00-40.0041.0040.00-41.0041.00
Minority Interest2.9%199193190176170178315291274265258236232221257239237238250231227
Cashflow (Last 12 Months)
(In Millions)
Cashflow (Last 12 Months)
(In Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Cashflow From Operations-21.9%4946335311,0121,1021,2291,3851,225974823978697759743505630540478850492526
  Share Based Compensation4.4%501480467470459446422405393384367353345341360363345323294276272
Cashflow From Investing-29.1%178251313-79.15-102-202-705-1,173-955-618-48346242.00-129-373-377-17.93-160-212-171-173
Cashflow From Financing18.3%-607-743-735-887-969-974-925-729-610-402-307-319-156-352-290-365-551-384-452-347-372
  Dividend Payments-0.1%12712712712612412311911711411010710410410397.0094.0091.0088.0077.0073.0064.00

EVR Income Statement

2023-06-30
Condensed Consolidated Statements of Operations - USD ($)
shares in Thousands, $ in Thousands
3 Months Ended6 Months Ended
Jun. 30, 2023
Jun. 30, 2022
Jun. 30, 2023
Jun. 30, 2022
Investment Banking & Equities:    
Other Revenue, Including Interest and Investments$ 24,221$ (23,039)$ 51,067$ (24,818)
Total Revenues503,600635,1751,079,9141,362,279
Interest Expense4,1814,2588,3528,508
Net Revenues499,419630,9171,071,5621,353,771
Expenses    
Employee Compensation and Benefits338,374388,971705,246818,706
Occupancy and Equipment Rental21,52119,60841,90038,785
Professional Fees27,46527,76751,60251,913
Travel and Related Expenses17,42214,78632,62522,612
Communications and Information Services17,83614,38433,57130,412
Depreciation and Amortization5,9526,59712,52513,707
Execution, Clearing and Custody Fees2,9652,6315,7305,428
Special Charges, Including Business Realignment Costs05322,921532
Other Operating Expenses10,1689,45920,82216,130
Total Expenses441,703484,735906,942998,225
Income Before Income from Equity Method Investments and Income Taxes57,716146,182164,620355,546
Income from Equity Method Investments1,5422,2743,0104,786
Income Before Income Taxes59,258148,456167,630360,332
Provision for Income Taxes17,09738,56233,22873,344
Net Income42,161109,894134,402286,988
Net Income Attributable to Noncontrolling Interest4,95614,26713,81933,345
Net Income Attributable to Evercore Inc.37,20595,627120,583253,643
Net Income Attributable to Evercore Inc. Common Shareholders$ 37,205$ 95,627$ 120,583$ 253,643
Weighted Average Shares of Class A Common Stock Outstanding    
Basic (in shares)38,21139,83438,36039,507
Diluted (in shares)39,28841,10839,86341,395
Net Income Per Share Attributable to Evercore Inc. Common Shareholders:    
Basic (in dollars per share)$ 0.97$ 2.40$ 3.14$ 6.42
Diluted (in dollars per share)$ 0.95$ 2.33$ 3.02$ 6.13
Investment Banking and Equities [Member]    
Investment Banking & Equities:    
Revenue from Contract with Customer$ 462,804$ 642,246$ 996,314$ 1,354,014
Net Revenues482,246615,2501,037,0571,319,551
Expenses    
Income Before Income from Equity Method Investments and Income Taxes53,902144,178156,712347,907
Income from Equity Method Investments143164214538
Income Before Income Taxes54,045144,342156,926348,445
Investment Banking and Equities [Member] | Advisory Fees [Member]    
Investment Banking & Equities:    
Revenue from Contract with Customer374,556576,245837,1181,200,809
Investment Banking and Equities [Member] | Underwriting Fees [Member]    
Investment Banking & Equities:    
Revenue from Contract with Customer38,20013,51661,08349,822
Investment Banking and Equities [Member] | Commissions and Related Revenue [Member]    
Investment Banking & Equities:    
Revenue from Contract with Customer50,04852,48598,113103,383
Investment Management [Member]    
Investment Banking & Equities:    
Revenue from Contract with Customer16,57515,96832,53333,083
Net Revenues17,17315,66734,50534,220
Expenses    
Income Before Income from Equity Method Investments and Income Taxes3,8142,0047,9087,639
Income from Equity Method Investments1,3992,1102,7964,248
Income Before Income Taxes5,2134,11410,70411,887
Investment Management [Member] | Asset Management [Member]    
Investment Banking & Equities:    
Revenue from Contract with Customer$ 16,575$ 15,968$ 32,533$ 33,083
John S. Weinberg
1950
Evercore Inc., together with its subsidiaries, operates as an independent investment banking advisory firm in the United States, Europe, Latin America, and internationally. It operates through two segments, Investment Banking and Investment Management. The Investment Banking segment offers strategic advisory services, such as mergers and acquisitions, strategic, defense, and shareholder advisory, special committee assignments, and transaction structuring; Capital Markets Advisory, including equity capital markets, restructuring, debt advisory, private placement advisory, market risk management and hedging, private capital advisory, and private funds; and research, sales, and trading professionals services on a content-led platform to its institutional investor clients. The Investment Management segment provides wealth management services to high-net-worth individuals, foundations, and endowments; and manages financial assets for institutional investors. The company was formerly known as Evercore Partners Inc. and changed its name to Evercore Inc. in August 2017. Evercore Inc. was founded in 1995 and is headquartered in New York, New York.