Evercore Inc.
Evercore Inc. Fundamental Analysis
Evercore Inc. (EVR) shows strong financial fundamentals with a PE ratio of 19.93, profit margin of 15.26%, and ROE of 33.81%. The company generates $3.9B in annual revenue with strong year-over-year growth of 22.67%.
Key Strengths
Areas of Concern
The stock receives a Fundamental Health Score of 90.6/100 based on profitability, valuation, growth, and balance sheet metrics. The A grade reflects excellent fundamentals and strong overall stability.
Fundamental Health Score
We analyze EVR's fundamental strength across five key dimensions:
Efficiency Score
ExcellentEVR demonstrates superior asset utilization.
Valuation Score
ExcellentEVR trades at attractive valuation levels.
Growth Score
ExcellentEVR delivers strong and consistent growth momentum.
Financial Health Score
ExcellentEVR maintains a strong and stable balance sheet.
Profitability Score
ExcellentEVR achieves industry-leading margins.
Key Financial Metrics
Is EVR Expensive or Cheap?
P/E Ratio
EVR trades at 19.93 times earnings. This indicates a fair valuation.
PEG Ratio
When adjusting for growth, EVR's PEG of 1.71 indicates fair valuation.
Price to Book
The market values Evercore Inc. at 5.81 times its book value. This suggests the stock is fully valued or overvalued on an asset basis.
EV/EBITDA
Enterprise value stands at 14.08 times EBITDA. This signals the market has high growth expectations.
How Well Does EVR Make Money?
Net Profit Margin
For every $100 in sales, Evercore Inc. keeps $15.26 as profit after all expenses.
Operating Margin
Core operations generate 20.78 in profit for every $100 in revenue, before interest and taxes.
ROE
Management delivers $33.81 in profit for every $100 of shareholder equity.
ROA
Evercore Inc. generates $11.05 in profit for every $100 in assets, demonstrating efficient asset deployment.
Following the Money - Real Cash Generation
Operating Cash Flow
Evercore Inc. produces operating cash flow of $448.82M, showing steady but balanced cash generation.
Free Cash Flow
Evercore Inc. produces free cash flow of $383.71M, offering steady but limited capital for shareholder returns and expansion.
FCF Per Share
Each share generates $9.92 in free cash annually.
FCF Yield
EVR converts 3.25% of its market value into free cash.
Financial Ratios Analysis
Valuation Ratios
P/E Ratio
Price to earnings ratio
19.93
vs 25 benchmark
PEG Ratio
Price/earnings to growth ratio
1.71
vs 25 benchmark
P/B Ratio
Price to book value ratio
5.81
vs 25 benchmark
P/S Ratio
Price to sales ratio
3.04
vs 25 benchmark
Financial Health
Debt/Equity
Total debt to shareholders' equity
0.57
vs 25 benchmark
Current Ratio
Current assets to current liabilities
2.16
vs 25 benchmark
Efficiency Ratios
ROE
Return on equity percentage
0.34
vs 25 benchmark
ROA
Return on assets percentage
0.11
vs 25 benchmark
ROCE
Return on capital employed
0.23
vs 25 benchmark
How EVR Stacks Against Its Sector Peers
| Metric | EVR Value | Sector Average | Performance |
|---|---|---|---|
| P/E Ratio | 19.93 | 18.73 | Neutral |
| ROE | 33.81% | 847.00% | Weak |
| Net Margin | 15.26% | 3919.00% | Weak |
| Debt/Equity | 0.57 | 0.93 | Strong (Low Leverage) |
| Current Ratio | 2.16 | 674.76 | Strong Liquidity |
| ROA | 11.05% | -21563.00% (disorted) | Strong |
EVR outperforms its industry in 3 out of 6 key metrics, particularly excelling in ROA, but lagging in ROE.
Historical Growth Performance
5-Year Growth Trajectory
This section reviews Evercore Inc.'s 5-year compound annual growth rate (CAGR) and compares its performance against the typical investment style of its industry.
Revenue CAGR
55.50%
Industry Style: Value, Dividend, Cyclical
High GrowthEPS CAGR
32.58%
Industry Style: Value, Dividend, Cyclical
High GrowthFCF CAGR
104.10%
Industry Style: Value, Dividend, Cyclical
High Growth