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Evercore Inc. Stock AnalysisComprehensive stock analysis for Evercore Inc. (EVR) including live price, Snowflake performance metrics, financial statements, and investment research.Stock AnalysisEVR
EVR
Evercore Inc.
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
EVR
Home🔹Stocks🔹Evercore Inc.

Evercore Inc.

🇺🇸EVR•NYSE

Evercore Inc.

🇺🇸EVR•NYSE
Market cap
$10.88B
Sentiment

Your view on EVR

Mkt Cap
$10.88B
Sentiment
Your view
EVR
Evercore Inc.
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
EVR
Company Overview

Overview

What the company does, where it operates, and who runs it.

About Evercore Inc.

Industry
Financial - Capital Markets
Sector
Financial Services
CEO
John S. Weinberg
Headquarters
55 East 52nd Street, New York City, NY, US
Industry
Financial - Capital Markets
Sector
Financial Services
CEO
John S. Weinberg
Headquarters
55 East 52nd Street, New York City, NY, US
Description

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.

FRC Research

Media

Infographics, videos, and posts covering the company.

Financial Data

Stock Data

Price chart, volume, and trading data.

Fair Value

What FRC thinks it is worth vs. the current price.

FRC's fair value estimate for Evercore Inc., and the rating behind it. EVR last traded at $281.21, 14.7× trailing earnings — the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.

Financial Ratios

Profitability, returns, valuation, and leverage ratios.

Valuation, profitability, liquidity and leverage ratios for Evercore Inc.. Starting points for Evercore Inc.: P/E 14.7, EPS $19.29, beta 1.48 — an Financial - Capital Markets name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.

Dividend Analysis

Yield, payout ratio, and dividend coverage metrics.

Dividend history, yield and payout sustainability for Evercore Inc.. Evercore Inc. paid $3.46 per share over the last year — a 1.2% yield at the current $281.21 price. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.

Earnings Analysis

EPS history, beat rate, and upcoming earnings reports.

Reported vs. expected earnings history for Evercore Inc.. Trailing twelve-month EPS for Evercore Inc. stands at $19.29. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.

Financial Statements

Income statement, balance sheet, and cash flow statements.

Income statement, balance sheet and cash flow history for Evercore Inc.. Evercore Inc. has reported as a listed company since 2006. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.

Peer Comparison

Comparables

List of peer companies in the same industry.

Evercore Inc. valued side by side against its closest peers. Evercore Inc. is measured against Financial - Capital Markets peers within the Financial Services sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.

Ownership & News

Institutional Ownership

Premium

Which funds and firms own the stock.

Which institutions hold Evercore Inc., and how their positions are changing. At a $10.88B market value, institutional positions materially move Evercore Inc.'s register. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings. Included with FRC Premium.

Insider Trading

Premium

Recent buying and selling by company executives.

Buying and selling by Evercore Inc. executives and directors. Shares of Evercore Inc. have traded between $148.63 and $364.42 over the past 52 weeks — context for the timing of the transactions below. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned. Included with FRC Premium.

Senate Trading

Premium

U.S. Senator disclosures filed under the STOCK Act.

U.S. Senate disclosures naming Evercore Inc.. Evercore Inc. is a $10.88B Financial Services company. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely. Included with FRC Premium.

House Trading

Premium

U.S. Representative disclosures filed under the STOCK Act.

U.S. House of Representatives disclosures naming Evercore Inc.. Representatives' reported transactions in this security, shown next to the company's fundamentals. Included with FRC Premium.

News

Latest headlines and market coverage.

Latest headlines and company announcements for Evercore Inc.. Coverage tracks Evercore Inc. within Financial - Capital Markets (Financial Services). Press releases and market coverage, newest first.

Peer companies

  • HLI — Houlihan Lokey, Inc.
  • JEF — Jefferies Financial Group Inc.
  • LAZ — Lazard Ltd
  • MC — Moelis & Company
  • OPY — Oppenheimer Holdings Inc.
  • PIPR — Piper Sandler Companies
  • PJT — PJT Partners Inc.
  • PWP — Perella Weinberg Partners

More Financial - Capital Markets companies

  • CSTXF — CryptoStar Corp.
  • DEFI.NE — DeFi Technologies Inc.
  • DEFT — DeFi Technologies Inc.
  • DGCMF — Digital Commodities Inc.
  • DGTLF — OCI International Holdings Limited
  • DIGI.CN — Digital Commodities Capital Corp.
  • DLMI — Diamond Lake Minerals, Inc.
  • DMGGF — DMG Blockchain Solutions Inc.
  • DMGI.V — DMG Blockchain Solutions Inc.
  • DOMH — Dominari Holdings Inc.
  • DSECF — Daiwa Securities Group Inc.
  • DSEEY — Daiwa Securities Group Inc.

ETFs holding Evercore Inc.

  • TSCM — The 2023 ETF Series Trust - TimesSquare Quality Mid Cap Growth ETF (3.18%)
  • SMIG — Bahl & Gaynor Small/Mid Cap Income Growth ETF (2.65%)
  • TOGA — Tremblant Global ETF (2.20%)
  • XMHQ — Invesco S&P MidCap Quality ETF (1.99%)
  • FEMD — First Eagle Mid Cap Equity ETF (1.36%)
  • REGL — ProShares - S&P MidCap 400 Dividend Aristocrats ETF (1.32%)
  • COWS — Amplify Cash Flow Dividend Leaders ETF (1.32%)
  • HCOW — Amplify COWS Covered Call ETF (1.26%)

News

Latest Market News