Evercore Inc. Logo

Evercore Inc.

EVR

(2.5)
Stock Price

255,58 USD

10.09% ROA

17.58% ROE

20.27x PER

Market Cap.

6.322.969.184,00 USD

58.2% DER

1.79% Yield

10.51% NPM

Evercore Inc. Stock Analysis

Evercore Inc. Fundamental Analysis

Fundamental analysis in stock investing is like studying the foundation of a house before buying it. It involves looking at a company's financial health, like its earnings, assets, and debts, to determine if it's a good investment based on its fundamental strength and potential for growth.

Evercore Inc. Fundamental Stock Analysis
# Analysis Rating
1 ROE

The stock's ROE exceeds expectations (21.71%), revealing strong profitability and efficient use of shareholders' equity, making it an attractive investment opportunity.

2 ROA

This stock has a great ability to make a lot of money from the things it owns, which makes it a really good investment for smart investors.

3 Dividend Growth

With a history of consistent dividend increases over the last five years, the company has proven to be a reliable choice for investors seeking steady income.

4 Dividend

With a solid track record of dividend payments over the past five years, the company has established itself as a dependable choice for investors seeking consistent income.

5 DER

The stock maintains a fair debt to equity ratio (58%), indicating a reasonable balance between the money it owes and the ownership it possesses.

6 Buffet Intrinsic Value

The company's stock seems undervalued (1.257) by Warren Buffett's formula, indicating a promising investment opportunity as its intrinsic value exceeds the market price.

7 PBV

The stock's elevated P/BV ratio (3.76x) raises concerns about its overvaluation, making it an imprudent choice for investors seeking value.

8 Revenue Growth

Company's revenue has remained stagnant over the past three years, indicating a lack of growth and making it a less favorable option.

9 Net Profit Growth

This company's net profit has remained flat over the past five years, suggesting a lack of growth and making it a less attractive investment opportunity.

10 Assets Growth

Company has experienced no growth in revenue over the past three years, suggesting limited profitability and making it a less desirable investment opportunity.

11 Graham Number

The Graham number calculation reveals that this company's stock price is potentially inflated, implying that it may not be a desirable investment option.

Evercore Inc. Technical Analysis

Technical analysis in stock investing is like reading the patterns on a weather map to predict future weather conditions. It involves studying past stock price movements and trading volumes to make predictions about where a stock's price might go next, without necessarily looking at the company's financial health.

Evercore Inc. Technical Stock Analysis
# Analysis Recommendation
1 Awesome Oscillator Buy
2 MACD Buy
3 RSI Hold
4 Stoch RSI Sell

Evercore Inc. Price Chart

Financial Statements

Financial statements are like report cards for companies. They show how much money a company makes (income statement), what it owns and owes (balance sheet), and where it spends its money (cash flow statement), helping stock investors understand if a company is healthy and worth investing in.

Income Statements

An income statement for a company is like a scoreboard for its profits and losses. It shows how much money the company made (revenue) and how much it spent to make that money (expenses), helping stock investors see if a company is making a profit or not.

Revenue in stock investing is the total amount of money a company earns from its sales, and it's a key factor that investors consider to assess a company's financial performance and growth potential.

Evercore Inc. Revenue
Year Revenue Growth
2003 60.120.000
2004 86.317.000 30.35%
2005 125.635.000 31.3%
2006 207.997.000 39.6%
2007 321.599.000 35.32%
2008 194.655.000 -65.21%
2009 313.139.000 37.84%
2010 378.897.000 17.36%
2011 524.264.000 27.73%
2012 642.373.000 18.39%
2013 765.428.000 16.08%
2014 915.858.000 16.43%
2015 1.223.273.000 25.13%
2016 1.440.052.000 15.05%
2017 1.704.349.000 15.51%
2018 2.064.705.000 17.45%
2019 2.008.698.000 -2.79%
2020 2.263.905.000 11.27%
2021 3.289.499.000 31.18%
2022 2.762.048.000 -19.1%
2023 2.280.880.000 -21.1%

Research and Development Expenses are the costs a company incurs to create and improve its products or services, which can be important for investors to evaluate a company's innovation and potential for future growth.

Evercore Inc. Research and Development Expenses
Year Research and Development Expenses Growth
2003 0
2004 0 0%
2005 0 0%
2006 0 0%
2007 0 0%
2008 0 0%
2009 0 0%
2010 0 0%
2011 0 0%
2012 0 0%
2013 0 0%
2014 0 0%
2015 0 0%
2016 0 0%
2017 0 0%
2018 0 0%
2019 0 0%
2020 0 0%
2021 0 0%
2022 0 0%
2023 0 0%

General and Administrative Expenses are the costs a company incurs to run its day-to-day operations, such as office rent, salaries, and utilities, which investors consider to understand a company's overall efficiency and management effectiveness.

Evercore Inc. General and Administrative Expenses
Year General and Administrative Expenses Growth
2003 12.448.000
2004 17.084.000 27.14%
2005 24.115.000 29.16%
2006 72.914.000 66.93%
2007 299.327.000 75.64%
2008 146.663.000 -104.09%
2009 210.818.000 30.43%
2010 251.917.000 16.31%
2011 357.680.000 29.57%
2012 430.415.000 16.9%
2013 485.794.000 11.4%
2014 549.516.000 11.6%
2015 788.175.000 30.28%
2016 900.590.000 12.48%
2017 962.512.000 6.43%
2018 1.197.173.000 19.6%
2019 1.200.977.000 0.32%
2020 1.372.339.000 12.49%
2021 1.848.757.000 25.77%
2022 1.697.519.000 -8.91%
2023 1.566.920.000 -8.33%

EBITDA stands for Earnings Before Interest, Taxes, Depreciation, and Amortization. It is a measure that helps stock investors analyze a company's profitability by looking at its earnings without considering certain expenses. This helps to get a clearer picture of the company's financial performance and its ability to generate cash flow.

Evercore Inc. EBITDA
Year EBITDA Growth
2003 35.875.000
2004 52.558.000 31.74%
2005 67.302.000 21.91%
2006 91.142.000 26.16%
2007 13.778.000 -561.5%
2008 30.363.000 54.62%
2009 48.103.000 36.88%
2010 59.216.000 18.77%
2011 69.468.000 14.76%
2012 93.882.000 26%
2013 147.655.000 36.42%
2014 189.947.000 22.27%
2015 166.504.000 -14.08%
2016 268.792.000 38.05%
2017 429.924.000 37.48%
2018 532.905.000 19.32%
2019 423.505.000 -25.83%
2020 504.970.000 16.13%
2021 1.016.241.000 50.31%
2022 694.647.000 -46.3%
2023 310.852.000 -123.47%

Gross profit is the money a company makes from selling its products or services after subtracting the cost of producing or providing them, and it is an important measure for investors to understand a company's profitability.

Evercore Inc. Gross Profit
Year Gross Profit Growth
2003 60.120.000
2004 86.317.000 30.35%
2005 125.635.000 31.3%
2006 178.940.000 29.79%
2007 1.701.000 -10419.69%
2008 29.829.000 94.3%
2009 79.695.000 62.57%
2010 98.849.000 19.38%
2011 125.908.000 21.49%
2012 159.295.000 20.96%
2013 226.700.000 29.73%
2014 302.193.000 24.98%
2015 345.208.000 12.46%
2016 449.582.000 23.22%
2017 651.375.000 30.98%
2018 778.100.000 16.29%
2019 697.416.000 -11.57%
2020 774.521.000 9.96%
2021 1.326.228.000 41.6%
2022 958.339.000 -38.39%
2023 584.316.000 -64.01%

Net income in stock investing is like the money a company actually gets to keep as profit after paying all its bills, and it's an important measure to understand how well a company is doing financially.

Evercore Inc. Net Profit
Year Net Profit Growth
2003 34.344.000
2004 49.777.000 31%
2005 63.152.000 21.18%
2006 69.737.000 9.44%
2007 -34.495.000 302.17%
2008 -4.713.000 -631.91%
2009 -1.570.000 -200.19%
2010 8.954.000 117.53%
2011 6.952.000 -28.8%
2012 28.889.000 75.94%
2013 53.262.000 45.76%
2014 86.874.000 38.69%
2015 42.863.000 -102.68%
2016 107.528.000 60.14%
2017 125.454.000 14.29%
2018 377.240.000 66.74%
2019 297.436.000 -26.83%
2020 350.574.000 15.16%
2021 740.116.000 52.63%
2022 476.520.000 -55.32%
2023 208.592.000 -128.45%

EPS, or earnings per share, is a measure that shows how much profit a company has earned for each outstanding share of its stock, and it is important for stock investors as it helps understand the profitability of a company and compare it with other companies in the market.

Evercore Inc. Earning per Share (EPS)
Year Earning per Share (EPS) Growth
2003 9
2004 12 33.33%
2005 16 20%
2006 11 -50%
2007 -3 433.33%
2008 0 0%
2009 0 0%
2010 0 0%
2011 0 0%
2012 1 0%
2013 2 100%
2014 2 50%
2015 1 -100%
2016 3 50%
2017 3 33.33%
2018 9 66.67%
2019 7 -28.57%
2020 9 12.5%
2021 18 55.56%
2022 12 -63.64%
2023 6 -120%

Cashflow Statements

Cashflow statements show the movement of money in and out of a company, helping stock investors understand how much money a company makes and spends. By examining cashflow statements, investors can assess if a company is generating enough cash to pay its bills, invest in growth, and provide returns to stockholders.

Free cash flow is the leftover cash that a company generates after covering its operating expenses and capital expenditures, which is important for stock investors as it shows how much money a company has available to invest in growth, pay dividends, or reduce debt.

Evercore Inc. Free Cashflow
Year Free Cashflow Growth
2003 17.204.000
2004 45.509.000 62.2%
2005 65.658.000 30.69%
2006 51.533.000 -27.41%
2007 139.448.000 63.05%
2008 17.111.000 -714.96%
2009 85.841.000 80.07%
2010 36.428.000 -135.65%
2011 139.174.000 73.83%
2012 146.217.000 4.82%
2013 194.227.000 24.72%
2014 202.451.000 4.06%
2015 340.662.000 40.57%
2016 397.659.000 14.33%
2017 485.251.000 18.05%
2018 816.250.000 40.55%
2019 433.881.000 -88.13%
2020 925.041.000 53.1%
2021 1.356.927.000 31.83%
2022 508.189.000 -167.01%
2023 241.689.000 -110.27%

Operating cash flow represents the cash generated or consumed by a company's day-to-day operations, excluding external investing or financing activities, and is crucial for stock investors as it shows how much cash a company is generating from its core business operations.

Evercore Inc. Operating Cashflow
Year Operating Cashflow Growth
2003 17.806.000
2004 46.557.000 61.75%
2005 66.682.000 30.18%
2006 53.717.000 -24.14%
2007 146.175.000 63.25%
2008 18.270.000 -700.08%
2009 88.101.000 79.26%
2010 44.995.000 -95.8%
2011 147.836.000 69.56%
2012 160.158.000 7.69%
2013 198.714.000 19.4%
2014 215.972.000 7.99%
2015 356.851.000 39.48%
2016 416.098.000 14.24%
2017 516.551.000 19.45%
2018 849.574.000 39.2%
2019 504.697.000 -68.33%
2020 978.371.000 48.41%
2021 1.384.898.000 29.35%
2022 531.376.000 -160.62%
2023 247.873.000 -114.37%

Capex, short for capital expenditures, refers to the money a company spends on acquiring or upgrading tangible assets like buildings, equipment, or technology, which is important for stock investors as it indicates how much a company is investing in its infrastructure to support future growth and profitability.

Evercore Inc. Capital Expenditure
Year Capital Expenditure Growth
2003 602.000
2004 1.048.000 42.56%
2005 1.024.000 -2.34%
2006 2.184.000 53.11%
2007 6.727.000 67.53%
2008 1.159.000 -480.41%
2009 2.260.000 48.72%
2010 8.567.000 73.62%
2011 8.662.000 1.1%
2012 13.941.000 37.87%
2013 4.487.000 -210.7%
2014 13.521.000 66.81%
2015 16.189.000 16.48%
2016 18.439.000 12.2%
2017 31.300.000 41.09%
2018 33.324.000 6.07%
2019 70.816.000 52.94%
2020 53.330.000 -32.79%
2021 27.971.000 -90.66%
2022 23.187.000 -20.63%
2023 6.184.000 -274.95%

Balance Sheet

Balance sheets provide a snapshot of a company's financial health and its assets (such as cash, inventory, and property) and liabilities (like debts and obligations) at a specific point in time. For stock investors, balance sheets help assess the company's overall worth and evaluate its ability to meet financial obligations and support future growth.

Equity refers to the ownership interest or stake that shareholders have in a company, representing their claim on its assets and earnings after all debts and liabilities are paid.

Evercore Inc. Equity
Year Equity Growth
2004 51.279.000
2005 51.505.000 0.44%
2006 112.477.000 54.21%
2007 172.976.000 34.98%
2008 205.777.000 15.94%
2009 266.395.000 22.75%
2010 300.699.000 11.41%
2011 407.664.000 26.24%
2012 428.506.000 4.86%
2013 502.581.000 14.74%
2014 551.281.000 8.83%
2015 504.552.000 -9.26%
2016 527.298.000 4.31%
2017 543.964.000 3.06%
2018 1.007.939.000 46.03%
2019 1.126.250.000 10.5%
2020 1.489.374.000 24.38%
2021 1.635.281.000 8.92%
2022 1.726.418.000 5.28%
2023 1.654.468.000 -4.35%

Assets represent the valuable resources that a company owns, such as cash, inventory, property, and equipment, and understanding a company's assets helps investors assess its value and potential for generating future profits.

Evercore Inc. Assets
Year Assets Growth
2004 71.681.000
2005 81.412.000 11.95%
2006 301.503.000 73%
2007 689.096.000 56.25%
2008 738.940.000 6.75%
2009 891.160.000 17.08%
2010 898.085.000 0.77%
2011 1.043.592.000 13.94%
2012 1.145.218.000 8.87%
2013 1.180.783.000 3.01%
2014 1.446.556.000 18.37%
2015 1.479.171.000 2.2%
2016 1.662.346.000 11.02%
2017 1.584.886.000 -4.89%
2018 2.125.667.000 25.44%
2019 2.598.613.000 18.2%
2020 3.370.888.000 22.91%
2021 3.802.657.000 11.35%
2022 3.620.923.000 -5.02%
2023 3.225.798.000 -12.25%

Liabilities refer to the financial obligations or debts that a company owes to creditors or external parties, and understanding a company's liabilities is important for investors as it helps assess the company's financial risk and ability to meet its obligations.

Evercore Inc. Liabilities
Year Liabilities Growth
2004 20.402.000
2005 29.907.000 31.78%
2006 189.026.000 84.18%
2007 516.120.000 63.38%
2008 533.163.000 3.2%
2009 595.404.000 10.45%
2010 530.844.000 -12.16%
2011 577.766.000 8.12%
2012 654.469.000 11.72%
2013 617.625.000 -5.97%
2014 734.323.000 15.89%
2015 771.955.000 4.87%
2016 879.015.000 12.18%
2017 788.518.000 -11.48%
2018 1.117.728.000 29.45%
2019 1.472.363.000 24.09%
2020 1.881.514.000 21.75%
2021 2.167.376.000 13.19%
2022 1.894.505.000 -14.4%
2023 1.571.330.000 -20.57%

Evercore Inc. Financial Ratio (TTM)

Valuation Metrics

Revenue per Share
65.39
Net Income per Share
8.28
Price to Earning Ratio
20.27x
Price To Sales Ratio
2.56x
POCF Ratio
15.24
PFCF Ratio
16.05
Price to Book Ratio
4.37
EV to Sales
2.67
EV Over EBITDA
14.38
EV to Operating CashFlow
15.83
EV to FreeCashFlow
16.74
Earnings Yield
0.05
FreeCashFlow Yield
0.06
Market Cap
6,32 Bil.
Enterprise Value
6,59 Bil.
Graham Number
84.59
Graham NetNet
8.33

Income Statement Metrics

Net Income per Share
8.28
Income Quality
1.2
ROE
0.22
Return On Assets
0.07
Return On Capital Employed
0.12
Net Income per EBT
0.7
EBT Per Ebit
1.04
Ebit per Revenue
0.14
Effective Tax Rate
0.22

Margins

Sales, General, & Administrative to Revenue
0.66
Research & Developement to Revenue
0
Stock Based Compensation to Revenue
0.2
Gross Profit Margin
0.51
Operating Profit Margin
0.14
Pretax Profit Margin
0.15
Net Profit Margin
0.11

Dividends

Dividend Yield
0.02
Dividend Yield %
1.79
Payout Ratio
0.41
Dividend Per Share
3

Operating Metrics

Operating Cashflow per Share
11.01
Free CashFlow per Share
10.41
Capex to Operating CashFlow
-0.05
Capex to Revenue
-0.01
Capex to Depreciation
-1.6
Return on Invested Capital
0.12
Return on Tangible Assets
0.1
Days Sales Outstanding
53.05
Days Payables Outstanding
3.53
Days of Inventory on Hand
-3.22
Receivables Turnover
6.88
Payables Turnover
103.43
Inventory Turnover
-113.38
Capex per Share
-0.6

Balance Sheet

Cash per Share
43,10
Book Value per Share
38,41
Tangible Book Value per Share
40.48
Shareholders Equity per Share
38.41
Interest Debt per Share
22.8
Debt to Equity
0.58
Debt to Assets
0.26
Net Debt to EBITDA
0.59
Current Ratio
3.78
Tangible Asset Value
1,53 Bil.
Net Current Asset Value
0,56 Bil.
Invested Capital
0.58
Working Capital
1,57 Bil.
Intangibles to Total Assets
0.04
Average Receivables
0,35 Bil.
Average Payables
0,03 Bil.
Average Inventory
-22656000
Debt to Market Cap
0.13

Dividends

Dividends in stock investing are like rewards that companies give to their shareholders. They are a portion of the company's profits distributed to investors, typically in the form of cash payments, as a way for them to share in the company's success.

Evercore Inc. Dividends
Year Dividends Growth
2007 0
2008 0 0%
2009 1 0%
2010 1 0%
2011 1 0%
2012 1 0%
2013 1 0%
2014 1 100%
2015 1 0%
2016 1 0%
2017 1 0%
2018 2 0%
2019 2 50%
2020 2 0%
2021 3 0%
2022 3 0%
2023 3 33.33%

Evercore Inc. Profile

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 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.

CEO
Mr. John S. Weinberg
Employee
2.173
Address
55 East 52nd Street
New York, 10055

Evercore Inc. Executives & BODs

Evercore Inc. Executives & BODs
# Name Age
1 Mr. Timothy Gilbert LaLonde M.B.A., M.Sc.
Senior MD & Chief Financial Officer
70
2 Ms. Katy Haber
MD, Head of Investor Relations & ESG
70
3 Mr. Chris Turek
Senior MD, Chief Information Officer & Head of Facilities
70
4 Mr. John S. Weinberg
Chairman & Chief Executive Officer
70
5 Mr. Roger Charles Altman
Founder & Senior Chairman
70
6 Mr. Jason Klurfeld
Senior MD, Corporate Secretary & General Counsel
70
7 Mr. Paul Pensa CPA
Senior MD, Co-Director of Global Finance, Principal Accounting Officer & Controller
70
8 Mr. Christopher Sanger
Managing Director
70
9 Mr. Edward S. Hyman Jr.
Founder, Vice Chairman and Chairman & Head of Economic Research of Evercore ISI
70
10 Ms. Jamie Easton
Senior MD, Head of Communications & External Affairs
70

Evercore Inc. Competitors