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EVR

EVR - Evercore Inc Stock Price, Fair Value and News

240.51USD-1.29 (-0.53%)Market Closed

Market Summary

EVR
USD240.51-1.29
Market Closed
-0.53%

EVR Stock Price

View Fullscreen

EVR RSI Chart

EVR Valuation

Market Cap

9.2B

Price/Earnings (Trailing)

35.86

Price/Sales (Trailing)

3.77

EV/EBITDA

22.55

Price/Free Cashflow

16.47

EVR Price/Sales (Trailing)

EVR Profitability

EBT Margin

14.03%

Return on Equity

17.84%

Return on Assets

8.58%

Free Cashflow Yield

6.07%

EVR Fundamentals

EVR Revenue

Revenue (TTM)

2.5B

Rev. Growth (Yr)

1.51%

Rev. Growth (Qtr)

-25.79%

EVR Earnings

Earnings (TTM)

257.8M

Earnings Growth (Yr)

2.78%

Earnings Growth (Qtr)

3.56%

Breaking Down EVR Revenue

Last 7 days

6.0%

Last 30 days

17.6%

Last 90 days

29.1%

Trailing 12 Months

72.9%

How does EVR drawdown profile look like?

EVR Financial Health

Current Ratio

4.89

EVR Investor Care

Dividend Yield

1.23%

Dividend/Share (TTM)

3

Buy Backs (1Y)

0.19%

Diluted EPS (TTM)

6.39

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs
Net sales
YearQ1Q2Q3Q4
20242.5B000
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
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Tracking the Latest Insider Buys and Sells of Evercore Inc

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
Jun 18, 2024
robertson sir simon
acquired
-
-
639
-
Jun 18, 2024
harris gail block
acquired
-
-
639
-
Jun 18, 2024
williamson sarah k
acquired
-
-
1,277
-
Jun 18, 2024
overlock wilard j jr
acquired
-
-
1,277
-
Jun 18, 2024
wheeler william j
acquired
-
-
639
-
Jun 18, 2024
futter ellen v
acquired
-
-
639
-
Jun 18, 2024
carlton pamela g
acquired
-
-
639
-
Jun 18, 2024
millard robert b
acquired
-
-
639
-
Jun 13, 2024
hyman edward s
gifted
-
-
-127,068
vice chair evr & chairman eisi
May 17, 2024
hyman edward s
gifted
-
-
-75.00
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
Jul 18, 2024
Blue Trust, Inc.
added
32.41
63,170
258,071
-%
Jul 18, 2024
Tradewinds Capital Management, LLC
unchanged
-
871
11,464
-%
Jul 18, 2024
Gradient Investments LLC
new
-
36,267
36,267
-%
Jul 18, 2024
Shilanski & Associates, Inc.
reduced
-0.47
125,355
1,750,780
0.59%
Jul 18, 2024
Asset Management One Co., Ltd.
added
54.93
508,457
1,259,750
-%
Jul 18, 2024
Gladius Capital Management LP
new
-
33,558
33,558
-%
Jul 18, 2024
VALLEY NATIONAL ADVISERS INC
reduced
-3.39
113,000
2,598,000
0.39%
Jul 18, 2024
O'ROURKE & COMPANY, Inc
added
0.03
49,000
645,000
0.36%
Jul 18, 2024
Insight Wealth Partners, LLC
new
-
243,446
243,446
0.04%
Jul 18, 2024
CAMPBELL NEWMAN ASSET MANAGEMENT INC
reduced
-0.45
146,113
2,034,120
0.16%

1–10 of 50

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
Jun 21, 2024
8-K
Current Report
Jun 21, 2024
S-8
Employee Benefits Plan
Jun 20, 2024
4
Insider Trading
Jun 20, 2024
4
Insider Trading
Jun 20, 2024
4
Insider Trading
Jun 20, 2024
4
Insider Trading
Jun 20, 2024
4
Insider Trading
Jun 20, 2024
4
Insider Trading
Jun 20, 2024
4
Insider Trading
Jun 20, 2024
4
Insider Trading

Peers (Alternatives to Evercore Inc)

NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
156.4B
73.1B
6.01% 38.21%
16.61
2.14
79.47% -10.82%
84.7B
10.2B
8.29% 27.72%
34.16
8.28
6.04% 71.75%
71.8B
5.7B
1.69% 6.64%
22.45
12.67
-1.46% 11.66%
62.6B
4.0B
9.31% 154.71%
46.39
15.76
41.89% 159.36%
16.1B
2.2B
4.26% -1.18%
31.5
7.42
6.23% 1.04%
12.9B
6.6B
0.72% 44.36%
4.44
1.94
79.49% 33.59%
MID-CAP
11.2B
9.1B
17.10% 47.52%
25.69
1.23
28.37% -46.47%
9.3B
1.9B
7.70% 37.36%
33.05
4.84
5.80% 10.26%
9.2B
2.5B
17.56% 72.90%
35.86
3.77
-6.73% -35.85%
4.9B
1.6B
0.05% -0.92%
12.92
2.97
105.49% 83.06%
4.1B
283.6M
-8.42% 174.46%
63.97
14.33
122.34% 153.34%
SMALL-CAP
1.9B
802.0M
12.18% 36.02%
19.18
2.38
-2.34% 8.49%
838.9M
10.3B
9.67% -9.78%
10.53
0.08
24.66% -47.57%
18.0M
97.6M
3.65% 122.72%
7.21
0.18
81.12% 1411.48%
6.4M
3.2M
-9.50% -96.01%
-0.2
2.06
-44.67% -114.57%

Evercore Inc News

Latest updates
StockTitan10 Jul 202412:00 pm

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/Q2024Q12023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q1
Revenue-25.8%5857885745045768355816357271,120828692667932408512433666408535419
Operating Expenses-25.5%497666493442465621447485513660578481468601339420378503332404332
EBITDA Margin-5.8%0.16*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*
Interest Expenses0.2%4.004.004.004.004.004.004.004.004.004.004.004.005.005.005.005.006.006.006.004.004.00
Income Taxes-124.2%-6.6828.0020.0017.0016.0058.0041.0039.0035.0011060.0046.0032.0077.0016.0022.0014.0035.0020.0032.008.00
Earnings Before Taxes-27.8%86.0012078.0059.0010821113214821246024921019733367.0089.0052.0016073.0012986.00
EBT Margin-6.3%0.14*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*
Net Income3.6%86.0083.0052.0037.0083.0014082.0096.0015829616014014422043.0056.0031.0010543.0082.0067.00
Net Income Margin0.5%0.11*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*
Free Cashflow-167.7%-281416248179-384374326318-486855415445-330695164293-174414226278-412
Balance Sheet
(In Millions)
Balance Sheet
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2024Q12023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q1
Assets-18.8%3,0063,7033,2263,0512,7503,6213,1513,0112,9383,8033,2722,9472,7263,3712,6452,5002,2222,5992,2111,9401,845
  Current Assets-26.2%1,9232,6052,1311,9791,8152,7072,2222,0761,9802,7982,3001,9611,7422,3751,6421,5161,2261,6901,3271,064988
    Cash Equivalents-4.5%5705974935215796724734444555784794424118381,1491,016585644305374338
  Net PPE-3.8%13313814314314214314614714814915115115114915013913212711310493.00
  Goodwill-0.4%125125124125124123120123127128128129129129126124124131130132133
Liabilities-29.3%1,3581,9211,5711,4471,1811,8951,5631,4911,3512,1671,7601,5221,2921,8821,4381,3671,1841,4721,208965839
  Current Liabilities-56.8%3939105634623431,0717496715991,2979347114921,064618565390669433412298
Shareholder's Equity-8.4%1,4451,5771,4531,6051,5691,7261,5881,5211,5881,6351,5121,4251,4341,4891,2071,1321,0381,1261,0039751,006
  Retained Earnings2.8%1,9451,8931,8431,8231,8201,7681,6591,6081,5451,4181,1531,023914799607591561558480463408
  Additional Paid-In Capital2.6%3,2453,1633,0883,0122,9322,8622,8092,7462,6802,4592,4372,3842,3222,2662,2172,1672,1122,0171,9681,9171,890
Accumulated Depreciation2.8%21921320620219418717817617216615915314614013713012311710810296.00
Shares Outstanding0.9%38.0038.0038.0038.0039.0039.0039.0040.0039.0040.0039.0041.0041.0041.0040.0040.0040.0040.0040.0041.0040.00
Minority Interest-1.0%203206202199193190176170178315291274265258236232221257239237238
Float----4,700---3,700---5,600---2,400---3,500-
Cashflow (Last 12 Months)
(In Millions)
Cashflow (Quarterly)
(In Millions)
Description(%) Q/Q2024Q12023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q1
Cashflow From Operations-167.7%-281416248179-384374326318-486855415445-330695164293-174414226278-412
  Share Based Compensation14.4%13912212114213011011912111811310710894.0096.0094.0099.0078.0082.0086.0095.0097.00
Cashflow From Investing309.8%577-274-189-150631-105-197-77.94694-497-220-178190-965-2.37159325-19.48-422-12.1380.00
Cashflow From Financing-583.3%-318-46.63-77.14-96.47-336-104-69.70-232-329-255-152-236-280-59.44-33.95-28.58-185-71.39129-224-123
  Dividend Payments50.1%43.0029.0029.0029.0041.0028.0028.0029.0042.0027.0027.0028.0037.0025.0024.0024.0034.0023.0023.0023.0027.00
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EVR Income Statement

2024-03-31
Condensed Consolidated Statements of Operations - USD ($)
shares in Thousands, $ in Thousands
3 Months Ended
Mar. 31, 2024
Mar. 31, 2023
Investment Banking & Equities:  
Other Revenue, Including Interest and Investments$ 32,693$ 26,846
Total Revenues585,003576,314
Interest Expense4,1884,171
Net Revenues580,815572,143
Expenses  
Employee Compensation and Benefits387,705366,872
Occupancy and Equipment Rental21,94420,379
Professional Fees31,21924,137
Travel and Related Expenses19,22215,203
Communications and Information Services19,16715,735
Depreciation and Amortization6,2936,573
Execution, Clearing and Custody Fees3,3412,765
Special Charges, Including Business Realignment Costs02,921
Other Operating Expenses7,80410,654
Total Expenses496,695465,239
Income Before Income from Equity Method Investments and Income Taxes84,120106,904
Income from Equity Method Investments2,3251,468
Income Before Income Taxes86,445108,372
Provision (Benefit) for Income Taxes(6,679)16,131
Net Income93,12492,241
Net Income Attributable to Noncontrolling Interest7,4318,863
Net Income Attributable to Evercore Inc.85,69383,378
Net Income Attributable to Evercore Inc. Common Shareholders$ 85,693$ 83,378
Weighted Average Shares of Class A Common Stock Outstanding  
Basic (in shares)38,43838,510
Diluted (in shares)41,08040,439
Net Income Per Share Attributable to Evercore Inc. Common Shareholders:  
Basic (in dollars per share)$ 2.23$ 2.17
Diluted (in dollars per share)$ 2.09$ 2.06
Investment Banking and Equities [Member]  
Investment Banking & Equities:  
Revenue from Contract with Customer$ 533,611$ 533,510
Net Revenues561,728554,811
Expenses  
Income Before Income from Equity Method Investments and Income Taxes78,890102,810
Income from Equity Method Investments68871
Income Before Income Taxes79,578102,881
Investment Banking and Equities [Member] | Advisory Fees [Member]  
Investment Banking & Equities:  
Revenue from Contract with Customer429,838462,562
Investment Banking and Equities [Member] | Underwriting Fees [Member]  
Investment Banking & Equities:  
Revenue from Contract with Customer55,53522,883
Investment Banking and Equities [Member] | Commissions and Related Revenue [Member]  
Investment Banking & Equities:  
Revenue from Contract with Customer48,23848,065
Investment Management [Member]  
Investment Banking & Equities:  
Revenue from Contract with Customer18,69915,958
Net Revenues19,08717,332
Expenses  
Income Before Income from Equity Method Investments and Income Taxes5,2304,094
Income from Equity Method Investments1,6371,397
Income Before Income Taxes6,8675,491
Investment Management [Member] | Asset Management and Administration Fees [Member]  
Investment Banking & Equities:  
Revenue from Contract with Customer$ 18,699$ 15,958
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 Jul 19 2024, market cap of Evercore Inc is 9.24 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 Jul 19 2024, EVR's PE ratio (Price to Earnings) is 35.86 and Price to Sales (PS) ratio is 3.77. 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 0.182 (multiply by 100 for percentage) rate of return.