Last 7 days
1.5%
Last 30 days
4.2%
Last 90 days
13.6%
Trailing 12 Months
59.6%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2023 | 2.6B | 2.5B | 2.5B | 2.4B |
2022 | 3.4B | 3.3B | 3.1B | 2.8B |
2021 | 2.5B | 2.7B | 3.1B | 3.3B |
2020 | 2.0B | 2.0B | 2.0B | 2.3B |
2019 | 2.0B | 2.1B | 2.1B | 2.0B |
2018 | 1.8B | 1.9B | 1.9B | 2.1B |
2017 | 1.6B | 1.6B | 1.6B | 1.7B |
2016 | 1.3B | 1.3B | 1.4B | 1.5B |
2015 | 1.0B | 1.1B | 1.2B | 1.2B |
2014 | 776.0M | 787.7M | 827.7M | 931.4M |
2013 | 707.0M | 741.0M | 775.1M | 779.4M |
2012 | 538.0M | 567.1M | 556.4M | 657.7M |
2011 | 417.3M | 493.4M | 531.5M | 543.7M |
2010 | 0 | 357.4M | 378.1M | 398.7M |
2009 | 0 | 0 | 0 | 336.7M |
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
Feb 16, 2024 | hyman edward s | gifted | - | - | -136 | vice chair evr & chairman eisi |
Feb 14, 2024 | pensa paul | acquired | - | - | 4,256 | contr, prin. acct.officer |
Feb 14, 2024 | hyman edward s | acquired | - | - | 11,064 | vice chair evr & chairman eisi |
Feb 14, 2024 | klurfeld jason | acquired | - | - | 10,639 | general counsel |
Feb 14, 2024 | lalonde timothy gilbert | acquired | - | - | 17,022 | chief financial officer |
Feb 14, 2024 | weinberg john s | acquired | - | - | 17,731 | ceo/chairman |
Feb 14, 2024 | altman roger c | acquired | - | - | 19,859 | founder and senior chairman |
Feb 13, 2024 | lalonde timothy gilbert | sold | -596,460 | 178 | -3,337 | chief financial officer |
Feb 13, 2024 | klurfeld jason | sold (taxes) | -67,359 | 180 | -374 | general counsel |
Feb 12, 2024 | hyman edward s | gifted | - | - | -686 | vice chair evr & chairman eisi |
Which funds bought or sold EVR recently?
View All DetailsDatesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
Mar 22, 2024 | PNC FINANCIAL SERVICES GROUP, INC. | reduced | -2.47 | 56,128 | 323,902 | -% |
Mar 11, 2024 | VANGUARD GROUP INC | reduced | -3.16 | 105,946,000 | 632,013,000 | 0.01% |
Mar 05, 2024 | Fisher Asset Management, LLC | reduced | -15.42 | 2,455,450 | 52,266,800 | 0.03% |
Mar 05, 2024 | CCM INVESTMENT ADVISERS LLC | added | 1.13 | 3,038,100 | 14,972,800 | 1.84% |
Mar 04, 2024 | TUCKER ASSET MANAGEMENT LLC | reduced | -80.00 | -518 | 171 | -% |
Mar 04, 2024 | RICHARDSON FINANCIAL SERVICES INC. | new | - | 17,447 | 17,447 | 0.01% |
Mar 01, 2024 | GOLDMAN SACHS GROUP INC | added | 100 | 30,054,100 | 50,201,300 | -% |
Mar 01, 2024 | Pineridge Advisors LLC | new | - | 513 | 513 | -% |
Feb 29, 2024 | Scarborough Advisors, LLC | new | - | 9,353 | 9,353 | -% |
Feb 28, 2024 | AMERICAN INTERNATIONAL GROUP, INC. | reduced | -4.68 | 1,236,170 | 8,008,560 | 0.03% |
Unveiling Evercore Inc's Major ShareHolders
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Stocks Marked 'Very Cheap' by Grufity's Fair Value Model Have Outperformed Russell 2000 Index
Small Caps and Mid Caps are mostly overlooked by investors as all the focus goes to Magnificent 7. These stocks that are not part of the beauty contest require a deeper look. However, all large cap stocks were once small caps. Grufity's Fair Value model opens up this unverse as it separates high-performing, rewarding stocks from low-performing risky stocks. <b>Russell 2000 stocks that were marked 'Very Cheap' by the model doubled in three years while the index was flat.</b>
Returns of $10,000 invested in:
Very Cheap Stocks: $21,859
Russell 2000 Index: $10,334
Very Expensive Stocks: $8,224
Russell 2000 stocks considered 'Very Cheap' by the model greatly outperformed Russell 2000 index and the 'Very Expensive' bucket over past three years.
Peers (Alternatives to Evercore Inc)
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
GS | 132.2B | 68.5B | 15.53 | 1.93 | ||||
ICE | 78.5B | 9.9B | 33.16 | 7.93 | ||||
CME | 76.4B | 5.6B | 23.69 | 13.6 | ||||
COIN | 62.9B | 3.1B | 663.14 | 20.24 | ||||
FDS | 16.9B | 2.1B | 35.22 | 7.96 | ||||
IBKR | 11.6B | 6.2B | 4.11 | 1.86 | ||||
MID-CAP | ||||||||
JEF | 9.6B | 7.4B | 36.61 | 1.29 | ||||
HLI | 8.1B | 1.8B | 31.15 | 4.39 | ||||
EVR | 7.3B | 2.4B | 28.65 | 3 | ||||
CLSK | 4.6B | 214.4M | -56.76 | 21.62 | ||||
FRHC | 4.2B | 1.4B | 12.43 | 2.98 | ||||
SMALL-CAP | ||||||||
DFIN | 1.8B | 797.2M | 21.41 | 2.21 | ||||
AMRK | 649.3M | 10.0B | 5.88 | 0.06 | ||||
COHN | 13.9M | 83.0M | -2.37 | 0.17 | ||||
AAMC | 8.9M | 7.3M | -0.36 | 1.22 |
Evercore Inc News
Income Statement (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Revenue | 37.2% | 788 | 574 | 504 | 576 | 835 | 581 | 635 | 727 | 1,120 | 828 | 692 | 667 | 932 | 408 | 512 | 433 | 666 | 408 | 535 | 419 | 776 |
Operating Expenses | 35.1% | 666 | 493 | 442 | 465 | 621 | 447 | 485 | 513 | 660 | 578 | 481 | 468 | 601 | 339 | 420 | 378 | 503 | 332 | 404 | 332 | 521 |
EBITDA Margin | -17.0% | 0.17* | 0.20* | 0.22* | 0.25* | 0.27* | 0.33* | 0.34* | 0.35* | 0.35* | 0.33* | 0.32* | 0.29* | 0.26* | 0.21* | 0.21* | 0.23* | 0.25* | 0.28* | 0.28* | 0.28* | 0.29* |
Interest Expenses | -0.1% | 4.00 | 4.00 | 4.00 | 4.00 | 4.00 | 4.00 | 4.00 | 4.00 | 4.00 | 4.00 | 4.00 | 5.00 | 5.00 | 5.00 | 5.00 | 6.00 | 6.00 | 6.00 | 4.00 | 4.00 | 4.00 |
Income Taxes | 40.1% | 28.00 | 20.00 | 17.00 | 16.00 | 58.00 | 41.00 | 39.00 | 35.00 | 110 | 60.00 | 46.00 | 32.00 | 77.00 | 16.00 | 22.00 | 14.00 | 35.00 | 20.00 | 32.00 | 8.00 | 61.00 |
Earnings Before Taxes | 52.5% | 120 | 78.00 | 59.00 | 108 | 211 | 132 | 148 | 212 | 460 | 249 | 210 | 197 | 333 | 67.00 | 89.00 | 52.00 | 160 | 73.00 | 129 | 86.00 | 253 |
EBT Margin | -18.5% | 0.15* | 0.18* | 0.20* | 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* |
Net Income | 58.7% | 83.00 | 52.00 | 37.00 | 83.00 | 140 | 82.00 | 96.00 | 158 | 296 | 160 | 140 | 144 | 220 | 43.00 | 56.00 | 31.00 | 105 | 43.00 | 82.00 | 67.00 | 163 |
Net Income Margin | -16.8% | 0.10* | 0.13* | 0.14* | 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* |
Free Cashflow | 67.7% | 416 | 248 | 179 | -384 | 374 | 326 | 318 | -486 | 855 | 415 | 445 | -330 | 695 | 164 | 293 | -174 | 414 | 226 | 278 | -412 | 539 |
Balance Sheet | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Assets | 14.8% | 3,703 | 3,226 | 3,051 | 2,750 | 3,621 | 3,151 | 3,011 | 2,938 | 3,803 | 3,272 | 2,947 | 2,726 | 3,371 | 2,645 | 2,500 | 2,222 | 2,599 | 2,211 | 1,940 | 1,845 | 2,126 |
Current Assets | 22.3% | 2,605 | 2,131 | 1,979 | 1,815 | 2,707 | 2,222 | 2,076 | 1,980 | 2,798 | 2,300 | 1,961 | 1,742 | 2,375 | 1,642 | 1,516 | 1,226 | 1,690 | 1,327 | 1,064 | 988 | 1,482 |
Cash Equivalents | 21.2% | 597 | 493 | 521 | 579 | 663 | 473 | 444 | 455 | 578 | 479 | 442 | 411 | 838 | 1,149 | 1,016 | 585 | 644 | 305 | 374 | 338 | 800 |
Net PPE | -3.2% | 138 | 143 | 143 | 142 | 143 | 146 | 147 | 148 | 149 | 151 | 151 | 151 | 149 | 150 | 139 | 132 | 127 | 113 | 104 | 93.00 | 81.00 |
Goodwill | 1.6% | 125 | 124 | 125 | 124 | 123 | 120 | 123 | 127 | 128 | 128 | 129 | 129 | 129 | 126 | 124 | 124 | 131 | 130 | 132 | 133 | 131 |
Liabilities | 22.2% | 1,921 | 1,571 | 1,447 | 1,181 | 1,895 | 1,563 | 1,491 | 1,351 | 2,167 | 1,760 | 1,522 | 1,292 | 1,882 | 1,438 | 1,367 | 1,184 | 1,472 | 1,208 | 965 | 839 | 1,118 |
Current Liabilities | 61.5% | 910 | 563 | 462 | 343 | 1,071 | 749 | 671 | 599 | 1,297 | 934 | 711 | 492 | 1,064 | 618 | 565 | 390 | 669 | 433 | 412 | 298 | 750 |
Shareholder's Equity | 8.5% | 1,577 | 1,453 | 1,605 | 1,569 | 1,537 | 1,588 | 1,521 | 1,588 | 1,635 | 1,512 | 1,425 | 1,434 | 1,489 | 1,207 | 1,132 | 1,038 | 1,126 | 1,003 | 975 | 1,006 | 1,008 |
Retained Earnings | 2.7% | 1,893 | 1,843 | 1,823 | 1,820 | 1,768 | 1,659 | 1,608 | 1,545 | 1,418 | 1,153 | 1,023 | 914 | 799 | 607 | 591 | 561 | 558 | 480 | 463 | 408 | 365 |
Additional Paid-In Capital | 2.4% | 3,163 | 3,088 | 3,012 | 2,932 | 2,862 | 2,809 | 2,746 | 2,680 | 2,459 | 2,437 | 2,384 | 2,322 | 2,266 | 2,217 | 2,167 | 2,112 | 2,017 | 1,968 | 1,917 | 1,890 | 1,818 |
Accumulated Depreciation | 3.5% | 213 | 206 | 202 | 194 | 187 | 178 | 176 | 172 | 166 | 159 | 153 | 146 | 140 | 137 | 130 | 123 | 117 | 108 | 102 | 96.00 | 89.00 |
Shares Outstanding | -0.2% | 38.00 | 38.00 | 38.00 | 39.00 | 39.00 | 39.00 | 40.00 | 39.00 | 40.00 | 40.00 | 41.00 | 41.00 | 41.00 | 41.00 | 41.00 | 40.00 | 40.00 | 40.00 | 41.00 | 40.00 | 41.00 |
Minority Interest | 2.0% | 206 | 202 | 199 | 193 | 190 | 176 | 170 | 178 | 315 | 291 | 274 | 265 | 258 | 236 | 232 | 221 | 257 | 239 | 237 | 238 | 250 |
Float | - | - | - | 4,700 | - | - | - | 3,700 | - | - | - | 5,600 | - | - | - | 2,400 | - | - | - | 3,500 | - | - |
Cashflow (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Cashflow From Operations | 67.7% | 416 | 248 | 179 | -384 | 374 | 326 | 318 | -486 | 855 | 415 | 445 | -330 | 695 | 164 | 293 | -174 | 414 | 226 | 278 | -412 | 539 |
Share Based Compensation | 0.4% | 122 | 121 | 142 | 130 | 110 | 119 | 121 | 118 | 113 | 107 | 108 | 94.00 | 96.00 | 94.00 | 99.00 | 78.00 | 82.00 | 86.00 | 95.00 | 97.00 | 85.00 |
Cashflow From Investing | -44.7% | -274 | -189 | -150 | 631 | -105 | -197 | -77.94 | 694 | -497 | -220 | -178 | 190 | -965 | -2.37 | 159 | 325 | -19.48 | -422 | -12.13 | 80.00 | -23.68 |
Cashflow From Financing | 39.6% | -46.63 | -77.14 | -96.47 | -336 | -104 | -69.70 | -232 | -329 | -255 | -152 | -236 | -280 | -59.44 | -33.95 | -28.58 | -185 | -71.39 | 129 | -224 | -123 | -146 |
Dividend Payments | 0.1% | 29.00 | 29.00 | 29.00 | 41.00 | 28.00 | 28.00 | 29.00 | 42.00 | 27.00 | 27.00 | 28.00 | 37.00 | 25.00 | 24.00 | 24.00 | 34.00 | 23.00 | 23.00 | 23.00 | 27.00 | 20.00 |
Consolidated Statements of Operations - USD ($) shares in Thousands, $ in Thousands | 12 Months Ended | ||
---|---|---|---|
Dec. 31, 2023 | Dec. 31, 2022 | Dec. 31, 2021 | |
Investment Banking & Equities: | |||
Other Revenue, Including Interest and Investments | $ 97,963 | $ (7,378) | $ 36,782 |
Total Revenues | 2,442,666 | 2,778,898 | 3,307,085 |
Interest Expense | 16,717 | 16,850 | 17,586 |
Net Revenues | 2,425,949 | 2,762,048 | 3,289,499 |
Expenses | |||
Employee Compensation and Benefits | 1,656,875 | 1,697,519 | 1,848,757 |
Occupancy and Equipment Rental | 84,329 | 78,437 | 73,887 |
Professional Fees | 108,801 | 108,288 | 96,288 |
Travel and Related Expenses | 64,527 | 50,183 | 21,479 |
Communications and Information Services | 71,603 | 62,642 | 57,775 |
Depreciation and Amortization | 24,348 | 27,713 | 28,099 |
Execution, Clearing and Custody Fees | 12,275 | 10,345 | 11,588 |
Special Charges, Including Business Realignment Costs | 2,921 | 3,126 | 8,554 |
Acquisition and Transition Costs | 0 | 0 | 7 |
Other Operating Expenses | 41,135 | 27,753 | 40,627 |
Total Expenses | 2,066,814 | 2,066,006 | 2,187,061 |
Income Before Income from Equity Method Investments and Income Taxes | 359,135 | 696,042 | 1,102,438 |
Income from Equity Method Investments | 6,655 | 7,999 | 14,161 |
Income Before Income Taxes | 365,790 | 704,041 | 1,116,599 |
Provision for Income Taxes | 80,567 | 172,626 | 248,026 |
Net Income | 285,223 | 531,415 | 868,573 |
Net Income Attributable to Noncontrolling Interest | 29,744 | 54,895 | 128,457 |
Net Income Attributable to Evercore Inc. | 255,479 | 476,520 | 740,116 |
Net Income Attributable to Evercore Inc. Common Shareholders | $ 255,479 | $ 476,520 | $ 740,116 |
Weighted Average Shares of Class A Common Stock Outstanding | |||
Basic (in shares) | 38,101 | 39,224 | 40,054 |
Diluted (in shares) | 40,099 | 41,037 | 43,321 |
Net Income Per Share Attributable to Evercore Inc. Common Shareholders: | |||
Basic (in dollars per share) | $ 6.71 | $ 12.15 | $ 18.48 |
Diluted (in dollars per share) | $ 6.37 | $ 11.61 | $ 17.08 |
Investment Banking and Equities [Member] | |||
Investment Banking & Equities: | |||
Revenue from Contract with Customer | $ 2,277,662 | $ 2,721,793 | $ 3,204,519 |
Net Revenues | 2,355,943 | 2,696,125 | 3,223,889 |
Expenses | |||
Special Charges, Including Business Realignment Costs | 2,921 | 3,126 | 0 |
Acquisition and Transition Costs | 0 | 0 | 7 |
Income Before Income from Equity Method Investments and Income Taxes | 342,265 | 683,086 | 1,098,011 |
Income from Equity Method Investments | 620 | 1,217 | 1,337 |
Income Before Income Taxes | 342,885 | 684,303 | 1,099,348 |
Investment Banking and Equities [Member] | Advisory Fees [Member] | |||
Investment Banking & Equities: | |||
Revenue from Contract with Customer | 1,963,857 | 2,392,990 | 2,751,992 |
Investment Banking and Equities [Member] | Underwriting Fees [Member] | |||
Investment Banking & Equities: | |||
Revenue from Contract with Customer | 111,016 | 122,596 | 246,705 |
Investment Banking and Equities [Member] | Commissions and Related Revenue [Member] | |||
Investment Banking & Equities: | |||
Revenue from Contract with Customer | 202,789 | 206,207 | 205,822 |
Investment Management [Member] | |||
Investment Banking & Equities: | |||
Revenue from Contract with Customer | 67,041 | 64,483 | 65,784 |
Net Revenues | 70,006 | 65,923 | 65,610 |
Expenses | |||
Special Charges, Including Business Realignment Costs | 0 | 0 | 8,554 |
Income Before Income from Equity Method Investments and Income Taxes | 16,870 | 12,956 | 4,427 |
Income from Equity Method Investments | 6,035 | 6,782 | 12,824 |
Income Before Income Taxes | 22,905 | 19,738 | 17,251 |
Investment Management [Member] | Asset Management and Administration Fees [Member] | |||
Investment Banking & Equities: | |||
Revenue from Contract with Customer | $ 67,041 | $ 64,483 | $ 65,784 |
 | Mr. John S. Weinberg |
---|---|
 | www.evercore.com |
 | 2245 |