EVR - Evercore Inc Stock Price, Fair Value and News

193.42USD+0.32 (+0.17%)Market Closed

Market Summary

USD193.42+0.32

Market Closed

0.17%

EVR Stock Price

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EVR RSI Chart

EVR Valuation

Market Cap

7.4B

Price/Earnings (Trailing)

28.84

Price/Sales (Trailing)

3.03

EV/EBITDA

17.82

Price/Free Cashflow

13.24

EVR Price/Sales (Trailing)

EVR Profitability

EBT Margin

14.03%

Return on Equity

15.64%

Return on Assets

8.58%

Free Cashflow Yield

7.55%

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

5.1%

Last 30 days

-1.1%

Last 90 days

10.0%

Trailing 12 Months

79.6%

How does EVR drawdown profile look like?

EVR Financial Health

Current Ratio

4.89

EVR Investor Care

Dividend Yield

1.55%

Dividend/Share (TTM)

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

Year	Q1	Q2	Q3	Q4
2024	2.5B	0	0	0
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

Get all data in R, Python etc through our Historical Stock Data APIs

GRUFITY'S FAIR VALUE MODEL

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.

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 ascending	Name	Buy/Sell	$ Value	Avg. Price	# Shares	Title
May 07, 2024	hyman edward s	gifted	-	-	-131	vice chair evr & chairman eisi
May 06, 2024	hyman edward s	gifted	-	-	-1,154	vice chair evr & chairman eisi
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	altman roger c	acquired	-	-	19,859	founder and senior chairman
Feb 14, 2024	weinberg john s	acquired	-	-	17,731	ceo/chairman
Feb 14, 2024	lalonde timothy gilbert	acquired	-	-	17,022	chief financial officer
Feb 14, 2024	klurfeld jason	acquired	-	-	10,639	general counsel
Feb 13, 2024	klurfeld jason	sold (taxes)	-67,359	180	-374	general counsel

Which funds bought or sold EVR recently?

View All Details

Datesorted ascending	Fund Name	Type	% Chg	$ Change	$ Held	% Portfolio
May 07, 2024	NEW YORK STATE COMMON RETIREMENT FUND	reduced	-1.54	2,639,000	26,938,000	0.04%
May 07, 2024	Smithfield Trust Co	unchanged	-	2,000	19,000	-%
May 07, 2024	Swiss National Bank	reduced	-0.56	1,452,300	13,596,900	0.01%
May 07, 2024	Arizona State Retirement System	reduced	-2.25	173,210	1,894,320	0.01%
May 07, 2024	MEEDER ASSET MANAGEMENT INC	new	-	7,126	7,126	-%
May 07, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	reduced	-44.47	-321,025	535,593	-%
May 07, 2024	ASSETMARK, INC	reduced	-77.93	-57,072	18,874	-%
May 07, 2024	OPPENHEIMER & CO INC	new	-	307,759	307,759	-%
May 07, 2024	M&T Bank Corp	reduced	-9.85	5,751	389,418	-%
May 07, 2024	Washington Trust Advisors, Inc.	reduced	-10.92	4,266	1,414,570	0.13%

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 Filed	Name of Filer	Percent of Class	No. of Shares	Form 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
May 08, 2024	10-Q	Quarterly Report
May 08, 2024	4	Insider Trading
Apr 26, 2024	ARS	ARS
Apr 26, 2024	DEF 14A	DEF 14A
Apr 26, 2024	DEFA14A	DEFA14A
Apr 24, 2024	8-K	Current Report
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

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	144.2B	67.8B	8.89%	37.65%	15.31	2.13	66.36%	-10.82%
ICE	76.5B	9.7B	-2.54%	25.60%	30.85	7.87	0.75%	71.75%
CME	76.1B	5.7B	-0.43%	14.74%	23.59	13.43	-1.46%	19.89%
COIN	51.3B	4.0B	-17.86%	250.61%	37.97	12.9	41.89%	159.36%
FDS	16.5B	2.2B	-1.43%	7.95%	33.81	7.68	7.26%	9.28%
IBKR	12.8B	6.1B	4.65%	53.47%	4.41	2.11	64.44%	33.59%
MID-CAP
JEF	9.7B	8.2B	3.13%	51.79%	33.58	1.18	17.04%	-68.59%
HLI	8.5B	1.8B	0.19%	52.80%	32.98	4.64	0.16%	-0.33%
EVR	7.4B	2.5B	-1.12%	79.62%	28.84	3.03	-6.73%	-35.85%
FRHC	4.1B	1.4B	0.45%	-13.13%	12.34	2.96	96.15%	398.80%
CLSK	3.2B	214.4M	6.51%	283.14%	-39.69	15.12	75.40%	19.03%
SMALL-CAP
DFIN	1.8B	802.0M	3.09%	42.20%	18.44	2.29	-2.34%	8.49%
AMRK	871.9M	10.0B	-2.28%	4.38%	7.89	0.09	24.24%	-27.96%
COHN	18.6M	92.7M	33.43%	51.54%	3	0.2	72.05%	185.64%
AAMC	7.6M	3.2M	-20.59%	-96.53%	-0.23	2.4	-44.67%	-104.26%

Evercore Inc News

Latest updates

Evercore Inc Earnings Report: Key Takeaways & Analysis

Income Statement (Last 12 Months)

(In Millions)

(*) denotes actual numbers (not divided by Millions)
Income Statement (Quarterly)																					(In Millions)
Description	(%) Q/Q	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2020Q3	2020Q2	2020Q1	2019Q4	2019Q3	2019Q2	2019Q1
Revenue	-25.8%	585	788	574	504	576	835	581	635	727	1,120	828	692	667	932	408	512	433	666	408	535	419
Operating Expenses	-25.5%	497	666	493	442	465	621	447	485	513	660	578	481	468	601	339	420	378	503	332	404	332
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 Expenses	0.2%	4.00	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
Income Taxes	-124.2%	-6.68	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
Earnings Before Taxes	-27.8%	86.00	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
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 Income	3.6%	86.00	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
Net Income Margin	0.5%	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%	-281	416	248	179	-384	374	326	318	-486	855	415	445	-330	695	164	293	-174	414	226	278	-412

Balance Sheet

(In Millions)

(*) denotes actual numbers (not divided by Millions)
Balance Sheet																					(In Millions)
Description	(%) Q/Q	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2020Q3	2020Q2	2020Q1	2019Q4	2019Q3	2019Q2	2019Q1
Assets	-18.8%	3,006	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
Current Assets	-26.2%	1,923	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
Cash Equivalents	-3.1%	578	597	493	521	579	663	473	444	455	578	479	442	411	838	1,149	1,016	585	644	305	374	338
Net PPE	-3.8%	133	138	143	143	142	143	146	147	148	149	151	151	151	149	150	139	132	127	113	104	93.00
Goodwill	-0.4%	125	125	124	125	124	123	120	123	127	128	128	129	129	129	126	124	124	131	130	132	133
Liabilities	-29.3%	1,358	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
Current Liabilities	-56.8%	393	910	563	462	343	1,071	749	671	599	1,297	934	711	492	1,064	618	565	390	669	433	412	298
Shareholder's Equity	4.5%	1,648	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
Retained Earnings	2.8%	1,945	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
Additional Paid-In Capital	2.6%	3,245	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
Accumulated Depreciation	2.8%	219	213	206	202	194	187	178	176	172	166	159	153	146	140	137	130	123	117	108	102	96.00
Shares Outstanding	0.9%	38.00	38.00	38.00	38.00	39.00	39.00	39.00	40.00	39.00	40.00	39.00	41.00	41.00	41.00	40.00	40.00	40.00	40.00	40.00	41.00	40.00
Minority Interest	-1.0%	203	206	202	199	193	190	176	170	178	315	291	274	265	258	236	232	221	257	239	237	238
Float	-	-	-	-	4,700	-	-	-	3,700	-	-	-	5,600	-	-	-	2,400	-	-	-	3,500	-

Cashflow (Last 12 Months)

(In Millions)

(*) denotes actual numbers (not divided by Millions)
Cashflow (Quarterly)																					(In Millions)
Description	(%) Q/Q	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2020Q3	2020Q2	2020Q1	2019Q4	2019Q3	2019Q2	2019Q1
Cashflow From Operations	-167.7%	-281	416	248	179	-384	374	326	318	-486	855	415	445	-330	695	164	293	-174	414	226	278	-412
Share Based Compensation	14.4%	139	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
Cashflow From Investing	309.8%	577	-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
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	-71.39	129	-224	-123
Dividend Payments	-100.0%	-	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

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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 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

About Evercore Inc

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	Mr. John S. Weinberg
WEBSITE	evercore.com
INDUSTRY	Mortgage Finance
EMPLOYEES	2245

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 Wed May 08 2024, market cap of Evercore Inc is 7.37 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 Wed May 08 2024, EVR's PE ratio (Price to Earnings) is 28.85 and Price to Sales (PS) ratio is 3.02. 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 0.158 (multiply by 100 for percentage) rate of return.