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Evercore Inc. (EVR)

NYSE: EVR · USD

$292

+32.07 (+12.3%)· Recorded snapshot

Market cap	12B
Revenue (ttm)	4.8B
Net income (ttm)	761.3M
EPS (ttm)	$18.3
Shares out	41.1M
P/E (trailing)	16.0x
P/E (forward)	14.9x
Dividend	$3.56 (1.22%)
Volume	994,734
Beta	1.51

Market data

Price

Recent price action with selectable time range.

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
ACGL	Arch Capital Group Ltd.	34.8B	8.3x	1.8x	15.9%	+15.1%	+18.7%	Starker Kauf
AIG	American International Group Inc.	41.7B	14.7x	1.6x	7.7%	-9.6%	+2.8%	Starker Kauf
AIZ	Assurant, Inc.	14.1B	13.6x	1.0x	14.4%	+6.6%	+36.2%	Halten

Metric	Value
Amount currency	USD
CIK code	0001360901
Company name	Evercore Inc.
Country	United States
Country code	US
CUSIP number	29977A105
Earnings date	2026-10-28
Earnings time	bmo
Employees	2,715
Employees change	260
Employees growth	10.59%
Enterprise value	$11.8B
Exchange	NYSE
Financial currency	USD
Financial report date	2026-09-30
First seen	2026-05-09
Fiscal year end	December
Founded	1995
Industry	Capital Markets
IPO date	2006-08-11
Is primary listing	Yes
Is SPAC	No
ISIN number	US29977A1051
Last 10-K release date	2026-02-20
Last earnings date	2026-10-28
Last refreshed	2026-10-28
Last stock split type	Never
Market cap	$12B
Market cap category	Large-Cap
Next earnings date	2027-02-03
Options	Yes
Price	$291.92
Price currency	USD
Sector	Financials
SIC code	6282
Stock price date	2026-10-28
Symbol	EVR
U.S. state	New York
Website	https://www.evercore.com

Metric

Value

Amount currency

USD

CIK code

0001360901

Company name

Evercore Inc.

Country

United States

Country code

CUSIP number

29977A105

Earnings date

2026-10-28

Earnings time

bmo

Employees

2,715

Employees change

260

Employees growth

10.59%

Enterprise value

$11.8B

Exchange

NYSE

Financial currency

USD

Financial report date

2026-09-30

First seen

2026-05-09

Fiscal year end

December

Founded

1995

Industry

Capital Markets

IPO date

2006-08-11

Is primary listing

Yes

Is SPAC

ISIN number

US29977A1051

Last 10-K release date

2026-02-20

Last earnings date

2026-10-28

Last refreshed

2026-10-28

Last stock split type

Never

Market cap

$12B

Market cap category

Large-Cap

Next earnings date

2027-02-03

Options

Yes

Price

$291.92

Price currency

USD

Sector

Financials

SIC code

6282

Stock price date

2026-10-28

Symbol

EVR

U.S. state

New York

Website

https://www.evercore.com

Metric	Value
Adjusted P/E ratio	14.71x
Average P/E ratio (10Y)	15.96x
Average P/E ratio (3Y)	22.78x
Average P/E ratio (5Y)	17.36x
Earnings yield	6.25%
EV/Earnings	15.58x
EV/FCF	7.3x
EV/Sales	2.45x
FCF / EV yield	13.7%
FCF yield	13.52%
Forward EV/Sales	2.38x
Forward P/E	14.87x
Forward P/S	2.41x
Graham number	140.9119
Graham upside	-51.9%
Industry forward P/E	15.66x
Industry P/E	26.42x
Lynch fair value	$91.30
Lynch upside	-68.83%
P/(FCF - SBC) ratio	13.91x
P/(OCF - SBC) ratio	13.26x
P/B ratio	5.38x
P/E ratio	15.99x
P/FCF ratio	7.4x
P/OCF ratio	7.21x
P/S ratio	2.49x
PEG ratio	1.09x
Price / tangible book value	7.48x
Sector forward P/E	13.63x
Sector P/E	15.65x

Metric

Value

Adjusted P/E ratio

14.71x

Average P/E ratio (10Y)

15.96x

Average P/E ratio (3Y)

22.78x

Average P/E ratio (5Y)

17.36x

Earnings yield

6.25%

EV/Earnings

15.58x

EV/FCF

7.3x

EV/Sales

2.45x

FCF / EV yield

13.7%

FCF yield

13.52%

Forward EV/Sales

2.38x

Forward P/E

14.87x

Forward P/S

2.41x

Graham number

140.9119

Graham upside

-51.9%

Industry forward P/E

15.66x

Industry P/E

26.42x

Lynch fair value

$91.30

Lynch upside

-68.83%

P/(FCF - SBC) ratio

13.91x

P/(OCF - SBC) ratio

13.26x

P/B ratio

5.38x

P/E ratio

15.99x

P/FCF ratio

7.4x

P/OCF ratio

7.21x

P/S ratio

2.49x

PEG ratio

1.09x

Price / tangible book value

7.48x

Sector forward P/E

13.63x

Sector P/E

15.65x

Metric	Value
Effective tax rate	20.02%
FCF margin	34.52%
Gross margin	93.74%
Operating margin	21.96%
Pretax margin	21.42%
Profit margin	15.73%
Profit per employee	$280,387
Profitable quarters	34
Profitable years	16
Revenue per employee	$1.8M
ROA	19.29%
ROA (5Y)	14.07%
ROE	39.5%
ROE (5Y)	31.19%
ROIC	25.99%
ROIC (5Y)	21.34%
SBC / revenue	16.16%
Tax / revenue	4.29%

Metric

Value

Effective tax rate

20.02%

FCF margin

34.52%

Gross margin

93.74%

Operating margin

21.96%

Pretax margin

21.42%

Profit margin

15.73%

Profit per employee

$280,387

Profitable quarters

Profitable years

Revenue per employee

$1.8M

ROA

19.29%

ROA (5Y)

14.07%

ROE

39.5%

ROE (5Y)

31.19%

ROIC

25.99%

ROIC (5Y)

21.34%

SBC / revenue

16.16%

Tax / revenue

4.29%

Metric	Value
EPS growth	45.4%
EPS growth (Q)	15.25%
EPS growth (QoQ)	69.4%
EPS growth 10Y	25.41%
EPS growth 3Y	32.79%
EPS growth 5Y	3.73%
EPS growth years	2
FCF growth	119.1%
FCF growth 3Y	51.2%
FCF growth 5Y	11.72%
Net income growth	44.07%
Net income growth (Q)	11.21%
Net income growth (QoQ)	68.75%
Net income growth 3Y	34.46%
Net income growth 5Y	2.75%
Net income growth years	2
OCF growth	106.19%
OCF growth 10Y	17.8%
OCF growth 3Y	49.98%
OCF growth 5Y	11.36%
Operating income growth	52.89%
Operating income growth (Q)	11.28%
Operating income growth 3Y	32.72%
Operating income growth 5Y	0.9%
Revenue growth	36.62%
Revenue growth (Q)	12.48%
Revenue growth (QoQ)	18.01%
Revenue growth 10Y	13.18%
Revenue growth 3Y	25.08%
Revenue growth 5Y	9.12%
Revenue growth quarters	10
Revenue growth years	2

Metric

Value

EPS growth

45.4%

EPS growth (Q)

15.25%

EPS growth (QoQ)

69.4%

EPS growth 10Y

25.41%

EPS growth 3Y

32.79%

EPS growth 5Y

3.73%

EPS growth years

FCF growth

119.1%

FCF growth 3Y

51.2%

FCF growth 5Y

11.72%

Net income growth

44.07%

Net income growth (Q)

11.21%

Net income growth (QoQ)

68.75%

Net income growth 3Y

34.46%

Net income growth 5Y

2.75%

Net income growth years

OCF growth

106.19%

OCF growth 10Y

17.8%

OCF growth 3Y

49.98%

OCF growth 5Y

11.36%

Operating income growth

52.89%

Operating income growth (Q)

11.28%

Operating income growth 3Y

32.72%

Operating income growth 5Y

0.9%

Revenue growth

36.62%

Revenue growth (Q)

12.48%

Revenue growth (QoQ)

18.01%

Revenue growth 10Y

13.18%

Revenue growth 3Y

25.08%

Revenue growth 5Y

9.12%

Revenue growth quarters

Revenue growth years

Metric	Value
Capital expenditures	$-42.1M
EPS	$18.26
FCF per share	$39.60
Financing cash flow	$-983.9M
Free cash flow	$1.6B
Free cash flow minus SBC	$864.8M
Gross profit	$4.5B
Income taxes	$207.5M
Investing cash flow	$-29.9M
Net borrowing	$164M
Net cash flow	$640M
Net income	$761.3M
Operating cash flow minus SBC	$906.9M
Operating income	$1.1B
Revenue	$4.8B
Stock-based compensation	$761.1M

Metric

Value

Capital expenditures

$-42.1M

EPS

$18.26

FCF per share

$39.60

Financing cash flow

$-983.9M

Free cash flow

$1.6B

Free cash flow minus SBC

$864.8M

Gross profit

$4.5B

Income taxes

$207.5M

Investing cash flow

$-29.9M

Net borrowing

$164M

Net cash flow

$640M

Net income

$761.3M

Operating cash flow minus SBC

$906.9M

Operating income

$1.1B

Revenue

$4.8B

Stock-based compensation

$761.1M

Metric	Value
Book value per share	$48.33
Debt / equity	0.5
Debt / FCF	0.67
Net cash (debt)	$163.5M
Net cash / market cap	1.36%
Net debt / equity	-0.08
Net debt / FCF	-0.1
Piotroski F-Score	5
Shareholders' equity	$2.2B
Tangible book value	$1.6B
Tangible book value per share	$41.83
Total cash	$1.3B
Total debt	$1.1B
WACC	11.5%

Metric

Value

Book value per share

$48.33

Debt / equity

0.5

Debt / FCF

0.67

Net cash (debt)

$163.5M

Net cash / market cap

1.36%

Net debt / equity

-0.08

Net debt / FCF

-0.1

Piotroski F-Score

Shareholders' equity

$2.2B

Tangible book value

$1.6B

Tangible book value per share

$41.83

Total cash

$1.3B

Total debt

$1.1B

WACC

11.5%

Metric	Value
Asset turnover	1.12
Current ratio	1.83
Quick ratio	1.6
Working capital	$1.1B

Metric

Value

Asset turnover

1.12

Current ratio

1.83

Quick ratio

1.6

Working capital

$1.1B

Metric	Value
Buyback yield / dilution	0.93%
Dividend growth	5.49%
Dividend growth (10Y)	10.81%
Dividend growth (3Y)	5.34%
Dividend growth (5Y)	6.05%
Dividend growth years	18
Dividend payment date	2026-09-11
Dividend payment years	20
Dividend payout frequency	Quarterly
Dividend per share	$3.56
Dividend yield	1.22%
Ex-dividend date	2026-08-28
FCF payout ratio	8.99%
Last dividend	$0.89
Payout ratio	19.5%
Shareholder yield	2.15%

Metric

Value

Buyback yield / dilution

0.93%

Dividend growth

5.49%

Dividend growth (10Y)

10.81%

Dividend growth (3Y)

5.34%

Dividend growth (5Y)

6.05%

Dividend growth years

Dividend payment date

2026-09-11

Dividend payment years

Dividend payout frequency

Quarterly

Dividend per share

$3.56

Dividend yield

1.22%

Ex-dividend date

2026-08-28

FCF payout ratio

8.99%

Last dividend

$0.89

Payout ratio

19.5%

Shareholder yield

2.15%

Metric	Value
10Y price change	447.69%
10Y return CAGR	21.02%
10Y total return	573.86%
150-day SMA	$313.74
15Y price change	915.37%
15Y return CAGR	19.28%
15Y total return	1,308.31%
1D price change	12.34%
1M price change	11.03%
1M total return	11.03%
1W price change	15.84%
1W total return	15.84%
1Y price change	-11.62%
1Y return CAGR	-10.66%
1Y total return	-10.66%
20-day SMA	$261.49
200-day SMA	$316.60
20Y price change	642.61%
20Y return CAGR	13.06%
20Y total return	1,064.27%
3M price change	-14.17%
3M total return	-13.91%
3Y price change	130.4%
3Y return CAGR	33.83%
3Y total return	139.74%
50-day SMA	$271.76
50-day SMA vs 200-day SMA	50under200
52-week high	$388.71
52-week high date	2026-01-16
52-week low	$245.47
52-week low date	2026-10-20
5Y price change	94.08%
5Y return CAGR	16.23%
5Y total return	112.08%
6M price change	-16.06%
6M total return	-15.59%
All-time high	$388.71
All-time high date	2026-01-16
All-time low	$6.30
All-time low date	2008-11-21
Average true range (ATR)	$10.52
Average volume	620.4K
Beta (1Y)	1.4
Beta (2Y)	1.86
Beta (5Y)	1.51
Change from 52-week high	-24.9%
Change from 52-week low	18.92%
Change from all-time high	-24.9%
Change from all-time low	4,533.65%
Change from open	2.82%
Day's gap	9.25%
Dollar volume	$290.4M
High price	$293.69
Low price	$283.48
Monthly RSI	52.01
Open price	$283.90
Position in 52-week range	82.66%
Premarket change	9.67%
Premarket close	$259.86
Premarket price	$285.00
Premarket volume	1.8K
Previous close	$259.86
Price vs 150-day SMA	-6.96%
Price vs 20-day SMA	11.64%
Price vs 200-day SMA	-7.79%
Price vs 50-day SMA	7.42%
Relative volume	1.63
RSI	68.57
Sharpe ratio	-0.19
Sharpe ratio (3Y)	0.82
Sharpe ratio (5Y)	0.44
Sortino ratio	-0.12
Sortino ratio (3Y)	1.36
Sortino ratio (5Y)	0.79
Volume	994.7K
Weekly RSI	48.53
YTD price change	-14.2%
YTD total return	-13.5%

Metric

Value

10Y price change

447.69%

10Y return CAGR

21.02%

10Y total return

573.86%

150-day SMA

$313.74

15Y price change

915.37%

15Y return CAGR

19.28%

15Y total return

1,308.31%

1D price change

12.34%

1M price change

11.03%

1M total return

11.03%

1W price change

15.84%

1W total return

15.84%

1Y price change

-11.62%

1Y return CAGR

-10.66%

1Y total return

-10.66%

20-day SMA

$261.49

200-day SMA

$316.60

20Y price change

642.61%

20Y return CAGR

13.06%

20Y total return

1,064.27%

3M price change

-14.17%

3M total return

-13.91%

3Y price change

130.4%

3Y return CAGR

33.83%

3Y total return

139.74%

50-day SMA

$271.76

50-day SMA vs 200-day SMA

50under200

52-week high

$388.71

52-week high date

2026-01-16

52-week low

$245.47

52-week low date

2026-10-20

5Y price change

94.08%

5Y return CAGR

16.23%

5Y total return

112.08%

6M price change

-16.06%

6M total return

-15.59%

All-time high

$388.71

All-time high date

2026-01-16

All-time low

$6.30

All-time low date

2008-11-21

Average true range (ATR)

$10.52

Average volume

620.4K

Beta (1Y)

1.4

Beta (2Y)

1.86

Beta (5Y)

1.51

Change from 52-week high

-24.9%

Change from 52-week low

18.92%

Change from all-time high

-24.9%

Change from all-time low

4,533.65%

Change from open

2.82%

Day's gap

9.25%

Dollar volume

$290.4M

High price

$293.69

Low price

$283.48

Monthly RSI

52.01

Open price

$283.90

Position in 52-week range

82.66%

Premarket change

9.67%

Premarket close

$259.86

Premarket price

$285.00

Premarket volume

1.8K

Previous close

$259.86

Price vs 150-day SMA

-6.96%

Price vs 20-day SMA

11.64%

Price vs 200-day SMA

-7.79%

Price vs 50-day SMA

7.42%

Relative volume

1.63

RSI

68.57

Sharpe ratio

-0.19

Sharpe ratio (3Y)

0.82

Sharpe ratio (5Y)

0.44

Sortino ratio

-0.12

Sortino ratio (3Y)

1.36

Sortino ratio (5Y)

0.79

Volume

994.7K

Weekly RSI

48.53

YTD price change

-14.2%

YTD total return

-13.5%

Metric	Value
Float	36.4M
Float percentage	88.7%
Shares change (QoQ)	-0.52%
Shares change (YoY)	-0.93%
Shares held by insiders	5.08%
Shares held by institutions	93.73%
Shares outstanding	41.1M
Short % of float	3.35%
Short % of shares	2.97%
Short ratio	2.4 days

Metric

Value

Float

36.4M

Float percentage

88.7%

Shares change (QoQ)

-0.52%

Shares change (YoY)

-0.93%

Shares held by insiders

5.08%

Shares held by institutions

93.73%

Shares outstanding

41.1M

Short % of float

3.35%

Short % of shares

2.97%

Short ratio

2.4 days

Evercore Inc. (EVR)

Price

Financial snapshot

Fair-value bridge

Latest news · EVR

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

All EVR indicators

Profile and market data

Valuation

Profitability

Growth

Financial statements

Financial strength

Liquidity

Dividends and buybacks

Performance and technicals

Ownership and float

Deeper analysis on EVR

Frequently asked questions