Evercore Inc.

EVR: NYSE
66Total

Lowest reading is at 57 out of 100. All scores are out of 100.

About The Company

CEO

Mr. John S. Weinberg

Market Cap

10.11 Billion USD

Sector

Financial Services

Website

https://www.evercore.com

Last Update

27/09/2026, 15:37:25

Description

Evercore Inc., together with its subsidiaries, operates as an independent investment banking firm in the Americas, Europe, Middle East, Africa, and Asia-Pacific.

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Strongest readings

  • ✔Debt is low at 0.59 times equity
  • ✔Price-to-earnings of 13.7 is below the market average of 19.6
  • ✔Financial health is strong (health score 60 out of 100)
  • ✔Share count has been falling at 0.32% per year

Weakest readings

  • ✘The current price sits above estimated fair value (margin of safety -46.79%)

Key Figures

StatusMetricValueReadingMarket avg
✔
Price / earnings (TTM)
13.69x
19.60x
✘
Margin of safety (DCF)
-46.79%
17.95%
✘
Revenue growth (5y average)
7.98%
10.97%
✘
Dividend yield (TTM)
1.48%
1.85%
✔
Share count, per year
-0.32%
0.00%
Return on capital employedN/A10.00%

The bar shows how good a reading is, so a longer bar is always better. The tick marks the benchmark.

Valuation

84 / 100

Priced at or below the market on most measures.

StatusMetricValueReadingMarket avg
✔
Price / earnings
13.69x
19.60x
✔Free cashflow yield16.08%
4.70%
Price / earnings growthN/A1.50x
Price / book4.64x
—
✘
Margin of safety
-46.79%
17.95%

The bar shows how good a reading is, so a longer bar is always better. The tick marks the benchmark.

  • ✘Estimated intrinsic value of 139.90 USD is below the current price of 262.91 USD

Desired Margin Of Safety

0%

▼

Tip: Set your desired Margin Of Safety

Free Cash Flow Type

Annual Cashflow Growth

0%

Discount Rate

0%

Estimated Fair Value: 203.3 USD ✘

Current Price: 262.9 USD

How Does This Work?

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This calculator helps investors estimate the Intrinsic Value of a company based on the current value of future cash flows. To use the tool, simply input a desired Margin Of Safety, which is an additional discount applied to the present value of the expected future cash flows. The tool calculates the present value using a discount rate that reflects the risk and time value of money, and provides an estimated fair value for the company based on the selected margin of safety. The calculator defaults to using 5 Year Free Cash Flow Growth % and a discount rate based on the US 10-year treasury bond coupon rate. Use our performance analyser to get a feel for the impact this has on longterm investment returns and find a margin of safety you are comfortable with.

Growth

57 / 100

Growing faster than the market on most measures.

StatusMetricValueReadingMarket avg
✘
Revenue growth
7.98%
10.97%
✘Earnings growth3.26%
14.48%
✔Cashflow growth36.16%
12.35%

The bar shows how good a reading is, so a longer bar is always better. The tick marks the benchmark.

  • ✔Revenue growth has improved this year (45.68% against a five year average of 7.98%)
  • ✔Earnings growth has improved this year (59.98% against a five year average of 3.26%)
  • ✔Free cashflow growth has improved this year

Health

60 / 100

Balance sheet covers its obligations.

Measured on Leverage and capital, Funding and liquidity, Earnings quality.

StatusMetricValueReadingThreshold
Altman-Z scoreN/A3.00
✘Piotroski score3.00
5.00
✔Debt / equity0.59x
0.80x
✔Current ratio2.47x
1.00x
Interest coverageN/A2.50x
✔Free cashflow / debt0.47x
0.15x
✔Debt / capital0.37x
1.00x

The bar shows how good a reading is, so a longer bar is always better. The tick marks the benchmark.

    Dividend

    59 / 100

    Covered, with limited headroom.

    StatusMetricValueReadingMarket avg
    ✘
    Dividend yield
    1.48%
    1.85%
    ✘Dividend growth-29.83%
    0.00%
    ✔Payout ratio (earnings)20.14%
    40.00%
    ✔Payout ratio (cashflow)9.23%
    65.00%
    ✘Worst year, last 5 years-29.83%
    -2.00%

    The bar shows how good a reading is, so a longer bar is always better. The tick marks the benchmark.

    • ✘Dividend growth has been slowing recently
    • ✘The dividend was cut within the last five years (worst year -29.83% per share)

    Management

    64 / 100

    Returns on capital are at or above the market.

    StatusMetricValueReadingMarket avg
    ✘Return on equity5.13%
    15.00%
    Return on capital employedN/A10.00%
    Return on assets2.03%
    —
    Free cashflow return on capital15.12%
    —
    Return on capital, 5y changeN/A0.00%
    ✔
    Share count, per year
    -0.32%
    0.00%
    ✔Share count, recent-0.45%
    0.00%
    ✘Realized buyback return-27.61%
    0.00%
    ✔Goodwill erosion / equity0.41%
    2.00%
    Price volatility, 5 year36.26%
    —

    The bar shows how good a reading is, so a longer bar is always better. The tick marks the benchmark.

    • ✔Shares were repurchased while the value score was 84 out of 100

    Analysts

    not enough data
    StatusMetricValueReadingNeutral
    Analyst opinion scoreN/A50

    The bar shows how good a reading is, so a longer bar is always better. The tick marks the benchmark.

    Financial History

    Annual figures across the full reporting history we hold.

    Market Peers

    EVR

    SEC Filings

    Find yearly (10-K), quaterly (10-Q) and disclosure (8-K) report here, on the Securities and Exchange Commission's EDGAR database. If reading through reports isn't your cup of tea, don't worry. We've made it easy for you by summarizing all the important bits.

    See 35+ Years Annual Reports

    Other Information

    Company Name

    Evercore Inc.

    Currency

    USD

    Beta

    1.484

    Vol Avg

    504060

    Ceo

    Mr. John S. Weinberg

    Cik

    0001360901

    Cusip

    Exchange

    NYSE

    Full Time Employees

    2715

    Industry

    Capital Markets

    Sector

    Financial Services

    Ipo Date

    Address

    55 East 52nd Street

    City

    New York

    State

    NY

    Country

    United States

    Zip

    10055

    Phone

    (212) 857-3100

    Analysis Last Updated

    27/09/2026, 15:37:25

    Financial data compiled from SEC EDGAR filings and Yahoo Finance.

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