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EVR

EVR - Evercore Inc Stock Price, Fair Value and News

190.91USD-3.18 (-1.64%)Market Closed

Market Summary

EVR
USD190.91-3.18
Market Closed
-1.64%

EVR Stock Price

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EVR RSI Chart

EVR Valuation

Market Cap

7.3B

Price/Earnings (Trailing)

28.47

Price/Sales (Trailing)

2.98

EV/EBITDA

16.41

Price/Free Cashflow

15.88

EVR Price/Sales (Trailing)

EVR Profitability

EBT Margin

14.98%

Return on Equity

16.2%

Return on Assets

6.9%

Free Cashflow Yield

6.3%

EVR Fundamentals

EVR Revenue

Revenue (TTM)

2.4B

Rev. Growth (Yr)

-5.64%

Rev. Growth (Qtr)

37.25%

EVR Earnings

Earnings (TTM)

255.5M

Earnings Growth (Yr)

-41.08%

Earnings Growth (Qtr)

58.68%

Breaking Down EVR Revenue

Last 7 days

-1.3%

Last 30 days

-1.9%

Last 90 days

13.7%

Trailing 12 Months

58.4%

How does EVR drawdown profile look like?

EVR Financial Health

Current Ratio

2.86

EVR Investor Care

Dividend Yield

1.57%

Dividend/Share (TTM)

3

Buy Backs (1Y)

2.86%

Diluted EPS (TTM)

6.36

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs
Net sales
YearQ1Q2Q3Q4
20232.6B2.5B2.5B2.4B
20223.4B3.3B3.1B2.8B
20212.5B2.7B3.1B3.3B
20202.0B2.0B2.0B2.3B
20192.0B2.1B2.1B2.0B
20181.8B1.9B1.9B2.1B
20171.6B1.6B1.6B1.7B
20161.3B1.3B1.4B1.5B
20151.0B1.1B1.2B1.2B
2014776.0M787.7M827.7M931.4M
2013707.0M741.0M775.1M779.4M
2012538.0M567.1M556.4M657.7M
2011417.3M493.4M531.5M543.7M
20100357.4M378.1M398.7M
2009000336.7M
GRUFITY'S FAIR VALUE MODEL

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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>

PurpleZone


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.

Russell 2000 Index
Very Expensive Stocks
Very Cheap Stocks
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Tracking the Latest Insider Buys and Sells of Evercore Inc

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
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

1–10 of 50

Which funds bought or sold EVR recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
Apr 11, 2024
Radnor Capital Management, LLC
unchanged
-
130,000
1,163,000
0.20%
Apr 11, 2024
CONTRAVISORY INVESTMENT MANAGEMENT, INC.
unchanged
-
3,425
30,622
0.01%
Apr 11, 2024
Shilanski & Associates, Inc.
new
-
1,625,420
1,625,420
0.56%
Apr 11, 2024
SALEM INVESTMENT COUNSELORS INC
unchanged
-
1,616
14,445
-%
Apr 10, 2024
Bruce G. Allen Investments, LLC
unchanged
-
65.00
578
-%
Apr 10, 2024
PARK AVENUE SECURITIES LLC
reduced
-22.85
-70,000
464,000
0.01%
Apr 10, 2024
CVA Family Office, LLC
unchanged
-
862
7,704
-%
Apr 09, 2024
MASSMUTUAL TRUST CO FSB/ADV
added
0.81
2,864
24,074
-%
Apr 09, 2024
Rise Advisors, LLC
new
-
22,235
22,235
0.01%
Apr 09, 2024
Lane & Associates LLC
new
-
344,340
344,340
0.25%

1–10 of 47

Are Funds Buying or Selling EVR?

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

Unveiling Evercore Inc's Major ShareHolders

Date FiledName of FilerPercent of ClassNo. of SharesForm Type
Feb 13, 2024
vanguard group inc
9.81%
3,694,904
SC 13G/A
Jan 25, 2024
blackrock inc.
8.5%
3,191,057
SC 13G/A
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

Recent SEC filings of Evercore Inc

View All Filings
Date Filed Form Type Document
Feb 22, 2024
10-K
Annual Report
Feb 20, 2024
4
Insider Trading
Feb 16, 2024
4
Insider Trading
Feb 16, 2024
4
Insider Trading
Feb 16, 2024
4
Insider Trading
Feb 16, 2024
4
Insider Trading
Feb 16, 2024
4
Insider Trading
Feb 16, 2024
4
Insider Trading
Feb 14, 2024
4
Insider Trading
Feb 14, 2024
4
Insider Trading

Peers (Alternatives to Evercore Inc)

NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
126.8B
68.5B
-0.76% 17.22%
14.88
1.85
136.06% -24.38%
76.4B
9.9B
-2.89% 24.17%
32.28
7.72
2.77% 63.76%
75.2B
5.6B
-4.52% 10.28%
23.31
13.38
-0.62% 19.89%
58.0B
3.1B
-2.36% 256.49%
610.92
18.65
-2.69% 103.61%
16.3B
2.2B
-11.46% 2.20%
33.22
7.55
7.26% 9.28%
11.6B
6.2B
1.81% 34.59%
4.12
1.86
131.94% 52.66%
MID-CAP
8.9B
8.2B
-5.69% 34.54%
33.75
1.08
17.04% -76.58%
8.0B
1.8B
0.16% 41.75%
31.04
4.37
0.16% -0.33%
7.3B
2.4B
-1.94% 58.38%
28.47
2.98
-12.10% -46.39%
4.0B
1.4B
-8.72% -7.84%
11.96
2.86
96.15% 398.80%
2.9B
214.4M
-13.21% 276.90%
-36.02
13.72
75.40% 19.03%
SMALL-CAP
1.8B
797.2M
-2.83% 42.90%
21.97
2.27
-4.37% -19.80%
930.9M
10.0B
42.46% 13.96%
8.43
0.09
24.24% -27.96%
13.0M
83.0M
-12.22% 13.69%
-2.22
0.16
15.07% 81.87%
9.7M
5.3M
7.98% -94.51%
-0.3
1.82
4.05% -104.26%

Evercore Inc News

Latest updates
Seeking Alpha08 Apr 202407:08 am
Yahoo Finance20 Mar 202407:00 am
Yahoo Finance15 Feb 202408:00 am
Simply Wall St2 months ago
Zacks Investment Research2 months ago

Evercore Inc Earnings Report: Key Takeaways & Analysis

Income Statement (Last 12 Months)
(In Millions)
Income Statement (Quarterly)
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q4
Revenue37.2%7885745045768355816357271,120828692667932408512433666408535419776
Operating Expenses35.1%666493442465621447485513660578481468601339420378503332404332521
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%4.004.004.004.004.004.004.004.004.004.004.005.005.005.005.006.006.006.004.004.004.00
Income Taxes40.1%28.0020.0017.0016.0058.0041.0039.0035.0011060.0046.0032.0077.0016.0022.0014.0035.0020.0032.008.0061.00
Earnings Before Taxes52.5%12078.0059.0010821113214821246024921019733367.0089.0052.0016073.0012986.00253
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 Income58.7%83.0052.0037.0083.0014082.0096.0015829616014014422043.0056.0031.0010543.0082.0067.00163
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 Cashflow67.7%416248179-384374326318-486855415445-330695164293-174414226278-412539
Balance Sheet
(In Millions)
Balance Sheet
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q4
Assets14.8%3,7033,2263,0512,7503,6213,1513,0112,9383,8033,2722,9472,7263,3712,6452,5002,2222,5992,2111,9401,8452,126
  Current Assets22.3%2,6052,1311,9791,8152,7072,2222,0761,9802,7982,3001,9611,7422,3751,6421,5161,2261,6901,3271,0649881,482
    Cash Equivalents21.2%5974935215796634734444555784794424118381,1491,016585644305374338800
  Net PPE-3.2%13814314314214314614714814915115115114915013913212711310493.0081.00
  Goodwill1.6%125124125124123120123127128128129129129126124124131130132133131
Liabilities22.2%1,9211,5711,4471,1811,8951,5631,4911,3512,1671,7601,5221,2921,8821,4381,3671,1841,4721,2089658391,118
  Current Liabilities61.5%9105634623431,0717496715991,2979347114921,064618565390669433412298750
Shareholder's Equity8.5%1,5771,4531,6051,5691,5371,5881,5211,5881,6351,5121,4251,4341,4891,2071,1321,0381,1261,0039751,0061,008
  Retained Earnings2.7%1,8931,8431,8231,8201,7681,6591,6081,5451,4181,1531,023914799607591561558480463408365
  Additional Paid-In Capital2.4%3,1633,0883,0122,9322,8622,8092,7462,6802,4592,4372,3842,3222,2662,2172,1672,1122,0171,9681,9171,8901,818
Accumulated Depreciation3.5%21320620219418717817617216615915314614013713012311710810296.0089.00
Shares Outstanding-0.2%38.0038.0038.0039.0039.0039.0040.0039.0040.0039.0041.0041.0041.0040.0040.0040.0040.0040.0041.0040.0041.00
Minority Interest2.0%206202199193190176170178315291274265258236232221257239237238250
Float---4,700---3,700---5,600---2,400---3,500--
Cashflow (Last 12 Months)
(In Millions)
Cashflow (Quarterly)
(In Millions)
Description(%) Q/Q2023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q4
Cashflow From Operations67.7%416248179-384374326318-486855415445-330695164293-174414226278-412539
  Share Based Compensation0.4%12212114213011011912111811310710894.0096.0094.0099.0078.0082.0086.0095.0097.0085.00
Cashflow From Investing-44.7%-274-189-150631-105-197-77.94694-497-220-178190-965-2.37159325-19.48-422-12.1380.00-23.68
Cashflow From Financing39.6%-46.63-77.14-96.47-336-104-69.70-232-329-255-152-236-280-59.44-33.95-28.58-185-71.39129-224-123-146
  Dividend Payments0.1%29.0029.0029.0041.0028.0028.0029.0042.0027.0027.0028.0037.0025.0024.0024.0034.0023.0023.0023.0027.0020.00

EVR Income Statement

2023-12-31
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 Revenues2,442,6662,778,8983,307,085
Interest Expense16,71716,85017,586
Net Revenues2,425,9492,762,0483,289,499
Expenses   
Employee Compensation and Benefits1,656,8751,697,5191,848,757
Occupancy and Equipment Rental84,32978,43773,887
Professional Fees108,801108,28896,288
Travel and Related Expenses64,52750,18321,479
Communications and Information Services71,60362,64257,775
Depreciation and Amortization24,34827,71328,099
Execution, Clearing and Custody Fees12,27510,34511,588
Special Charges, Including Business Realignment Costs2,9213,1268,554
Acquisition and Transition Costs007
Other Operating Expenses41,13527,75340,627
Total Expenses2,066,8142,066,0062,187,061
Income Before Income from Equity Method Investments and Income Taxes359,135696,0421,102,438
Income from Equity Method Investments6,6557,99914,161
Income Before Income Taxes365,790704,0411,116,599
Provision for Income Taxes80,567172,626248,026
Net Income285,223531,415868,573
Net Income Attributable to Noncontrolling Interest29,74454,895128,457
Net Income Attributable to Evercore Inc.255,479476,520740,116
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)38,10139,22440,054
Diluted (in shares)40,09941,03743,321
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 Revenues2,355,9432,696,1253,223,889
Expenses   
Special Charges, Including Business Realignment Costs2,9213,1260
Acquisition and Transition Costs007
Income Before Income from Equity Method Investments and Income Taxes342,265683,0861,098,011
Income from Equity Method Investments6201,2171,337
Income Before Income Taxes342,885684,3031,099,348
Investment Banking and Equities [Member] | Advisory Fees [Member]   
Investment Banking & Equities:   
Revenue from Contract with Customer1,963,8572,392,9902,751,992
Investment Banking and Equities [Member] | Underwriting Fees [Member]   
Investment Banking & Equities:   
Revenue from Contract with Customer111,016122,596246,705
Investment Banking and Equities [Member] | Commissions and Related Revenue [Member]   
Investment Banking & Equities:   
Revenue from Contract with Customer202,789206,207205,822
Investment Management [Member]   
Investment Banking & Equities:   
Revenue from Contract with Customer67,04164,48365,784
Net Revenues70,00665,92365,610
Expenses   
Special Charges, Including Business Realignment Costs008,554
Income Before Income from Equity Method Investments and Income Taxes16,87012,9564,427
Income from Equity Method Investments6,0356,78212,824
Income Before Income Taxes22,90519,73817,251
Investment Management [Member] | Asset Management and Administration Fees [Member]   
Investment Banking & Equities:   
Revenue from Contract with Customer$ 67,041$ 64,483$ 65,784
EVR
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 & Equities, and Investment Management. The Investment Banking & Equities segment offers strategic advisory services, such as mergers and acquisitions, strategic, defense, and shareholder advisory, special committee assignments, restructuring, and transaction structuring; private capital advisory and fundraising, private capital markets and debt advisory, and equity capital markets execution and advisory services; 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.
 CEO
 WEBSITEevercore.com
 INDUSTRYMortgage Finance
 EMPLOYEES2245

Evercore Inc Frequently Asked Questions


What is the ticker symbol for Evercore Inc? What does EVR stand for in stocks?

EVR is the stock ticker symbol of Evercore Inc. Every public company that trades on a stock exchange gets a ticker symbol.

What is the market capital of Evercore Inc (EVR)?

As of Fri Apr 12 2024, market cap of Evercore Inc is 7.27 Billion. The market capitalization is calculated by multiplying the stock price with the number of shares outstanding.

What is the fair value of EVR stock?

You can check EVR's fair value in chart for subscribers.

What is the fair value of EVR stock?

You can check EVR's fair value in chart for subscribers. The fair value of Evercore Inc is provided for various growth and macro-economic scenarios from very pessimiatic to very optimistic assumptions. These fair values are estimates from Grufity's Fair Value model based on company's past performance. However, past performance of Evercore Inc is no guarantee of future performance. These fairvalue estimates should only be used as one of the inputs in your stock analysis. We provide model's historical fair value estimates for EVR so that you know how good or bad the model has been in the past so you can discard it if needed. There are others that provide fair values of stocks such as wallmine, finbox, gurufocus and finviz. Most provide point in time estimates. We provide a history of our models fair value estimates so that you can get a sense of it's usefulness. Otherwise this data point is of little use.

Is Evercore Inc a good stock to buy?

The fair value guage provides a quick view whether EVR is over valued or under valued. Whether Evercore Inc is cheap or expensive depends on the assumptions which impact Evercore Inc's fair value. We provide several scenarios of inflation and growth to encompass these range of assumptions for EVR.

What is Evercore Inc's Price to Earnings (PE) and Price to sales (PS) ratio?

As of Fri Apr 12 2024, EVR's PE ratio (Price to Earnings) is 28.47 and Price to Sales (PS) ratio is 2.98. The price to earnings and price to sales ratio are two most important valuation metrics for any company. PE ratio tell us the number of years of earnings investors are ready to pay for owning the company. Historically, S&P500 price to earnings ratio has fallen below 12 during periods of gloom and gone past 30 during periods of euphoria. EVR PE ratio will change depending on the future growth rate expectations of investors.

What is 5 year return on Evercore Inc's stock?

In the past 10 years, Evercore Inc has provided 0.169 (multiply by 100 for percentage) rate of return.