Financials / Capital MarketsUpdated 2026-05-10 22:07 UTC

EVR stock hub

Evercore Inc. has a live ticker hub with the latest available market, valuation, profitability, growth, ownership, and risk indicators.

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Fair value midpoint

n/a

Fair value pending

Upside to midpoint

n/a

Based on latest report

Confidence

n/a

Data quality and model convergence

Market cap

14.1B

NYSE

Market data

Live price

Current market quote for this ticker.

Current price

EVR

In the news

Latest news · EVR

Recent company headlines from major financial publishers.

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Fetching the latest headlines.

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Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector context

Where the current metrics sit

Percentiles come from the backend screener cohort cache for the ticker's country and sector.

Forward P/E19

P25 8.8P50 10.4P75 13.1

Trailing P/E19.2

P25 10.9P50 14.7P75 36.2

ROE42.2

P25 4.9P50 10.4P75 15

ROIC23.7

P25 -1.3P50 6.6P75 12.7

Benchmarks - 1M

S&P 500n/a

Nasdaq Compositen/a

Dow Jones Industrial Averagen/a

Russell 2000n/a

Indicator catalog

All EVR market and fundamental indicators

A searchable catalog of the available market, valuation, profitability, growth, balance-sheet, ownership, and analyst metrics for this ticker.

Available fields

232

Groups with data

Currency

USD

Showing 232 of 232 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Cik	0001360901
Company name	Evercore Inc.
Country	United States
Country code	US
Cusip	29977A105
Employees	2,570
Employees Change	190%
Employees Change Percent	7.98
Enterprise value	$14.2B
Exchange	NYSE
Financial currency	USD
First seen	2026-05-09
Industry	Capital Markets
IPO Date	2006-08-11
Isin	US29977A1051
Last refreshed	2026-05-10
Market cap	$14.1B
Market cap category	Large-Cap
Price	$341
Price currency	USD
Rev Per Employee	1,771,838.13x
Sector	Financials
Sic	6282
Symbol	EVR
Website	https://www.evercore.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Earnings Yield	5.29%
EV Earnings	19.05x
EV Sales Forward	3.14x
EV/Sales	3.13x
Forward P/E	18.96x
P/B ratio	7.4x
P/E ratio	19.22x
P/S ratio	3.1x
PE Ratio10 Y	16.55x
PE Ratio3 Y	22.76x
PE Ratio5 Y	16.75x
PEG ratio	0.97x
PS Forward	3.12x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
Gross margin	94.13%
Gross Profit	$4.3B
Net Income	$747M
Net Income Growth	70.24%
Net Income Growth Q	106.07%
Net Income Growth Quarters	8%
Net Income Growth Years	2%
Net Income Growth3 Y	22.95%
Net Income Growth5 Y	10%
Pretax Margin	22.26%
Profit Margin	16.4%
Profit Per Employee	$290,651
Profitable Years	16
ROA	21.35
Roa5y	14.07
ROE	42.17
Roe5y	31.19
ROIC	23.69
Roic5y	21.34

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
Cagr10y	23.77%
Cagr15y	18.93%
Cagr1y	66.14%
Cagr3y	48.74%
Cagr5y	20.63%
Div CAGR10	10.92%
Div CAGR3	5.31%
Div CAGR5	6.58%
EPS Growth	69.51
EPS Growth Q	106.9
EPS Growth Quarters	8
EPS Growth Years	2
EPS Growth3 Y	21.63
EPS Growth5 Y	10.57
Revenue Growth	47.16x
Revenue Growth Q	100.28x
Revenue Growth Quarters	8x
Revenue Growth Years	2x
Revenue Growth3 Y	20.36x
Revenue Growth5 Y	12.47x

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Asset Turnover	$1.2
Assets	$4.3B
Cash	$986M
Debt	$1.1B
Debt Equity	$0.53
Equity	$2.1B
Liabilities	$2.2B
Net Cash	$-112.3M
Net Cash By Market Cap	$-0.8
Net Debt Equity	$0.05
Tangible Book Value	$1.5B
Tangible Book Value Per Share	$39.53
WACC	11.55

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Current ratio	2.22
Quick ratio	1.78
Working Capital	$1.2B

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback Yield	-0.45%
Dividend Growth	5.25%
Dividend Growth Years	19%
Dividend per share	$3.56
Dividend Years	20
Dividend Yield	1.04%
Ex Div Date	2026-05-29
Last Dividend	$0.89
Payout Frequency	Quarterly
Payout Ratio	19.21%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
10Y total return	743.05%
1Y total return	66.08%
200-day SMA	325
3Y total return	229.16%
50-day SMA	313.2
50-day SMA vs 200-day SMA	50under200
5Y total return	155.38%
All Time High	388.7
All Time High Change	-12.23%
All Time High Date	2026-01-16
All Time Low	6.3
All Time Low Change	5,315.71%
All Time Low Date	2008-11-21
ATR	12.73
Beta	1.49
Beta1y	1.91
Beta2y	1.82
Ch YTD	0.28
High	343.2
High52	388.7
High52 Date	2026-01-16
High52ch	-12.23%
Low	328.8
Low52	210.6
Low52 Date	2025-05-08
Low52ch	62.01%
Ma50ch	8.93%
Premarket Change Percent	0.07
Premarket Price	$332
Premarket Volume	4,435
Price vs 200-day SMA	4.98%
RSI	57.52
RSI Monthly	61.96
RSI Weekly	54.14
Sharpe ratio	1.48x
Sortino ratio	2.27
Total Return	0.59%
Tr YTD	0.53
Tr15y	1,247.41%
Tr1m	11.17%
Tr1w	7.7%
Tr3m	-4.38%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

Metric	Value
Analyst Count	8
Analyst Count Top	1
Analyst Price Target Top	$358
Analyst Ratings	Buy
Analyst Ratings Top	Hold
Earnings EPS Estimate	$5.45
Earnings EPS Estimate Growth	56.16
Earnings Revenue Estimate	1,179,776,952x
Earnings Revenue Estimate Growth	68.56x
Operating Income	$1B
Operating Income Growth	83.38
Operating Income Growth Q	206.5
Operating Income Growth3 Y	19.78
Operating Income Growth5 Y	7.27
Operating margin	22.45
Price target	$362
Price Target Change	$5.95
Price Target Change Top	$4.93

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	36,564,717%
Float Percent	88.36%
Shares Insiders	5.25%
Shares Institutions	92.05%
Shares Out	41,382,484
Shares Qo Q	-2.3%
Shares Yo Y	0.45%
Short Float	2.47%
Short Ratio	1.45
Short Shares	2.18

Other indicators

Additional ticker metrics that do not fit the primary research groupings yet.

Metric	Value
Average Volume	634,308.35x
Bv Per Share	46.08
CAPEX	$-57.4M
Ch10y	580.7
Ch15y	864.6
Ch1m	11.17
Ch1w	7.7
Ch1y	64.2
Ch3m	-4.62
Ch3y	214.1
Ch5y	132.8
Ch6m	11.3
Change	2.99%
Change From Open	3.77
Close	331.3
Days Gap	-0.75
Dollar Volume	205,410,710
Earnings Date	2026-04-29
Earnings Time	bmo
EPS	$17.75
F Score	5
Financing CF	-906,205,000
Fiscal Year End	December
Founded	1,995
Graham Number	135.65318
Graham Upside	-60.24
Income Tax	$203.9M
Investing CF	-253,559,000
Is Primary Listing	1
Is Spac	No
Last Earnings Date	2026-04-29
Last Report Date	2026-03-31
Last Split Type	Never
Last10k Filing Date	2026-02-20
Lynch Fair Value	$178
Lynch Upside	-47.96
Ma150	326.3
Ma150ch	4.58%
Ma20	342.2
Ma20ch	-0.29%
Net CF	433,352,000
Next Earnings Date	2026-07-29
Open	328.8
Optionable	Yes
P OCF Ratio	8.93
Payment Date	2026-06-12
Position In Range	86.06
Pre Close	331.3
Price Date	2026-05-08
Ptbv Ratio	9.24
Relative Volume	0.95x
Revenue	4,553,624,000x
SBC By Revenue	15.87x
Share Based Comp	722,452,000
Tax By Revenue	4.48x
Tax Rate	20.12%
Tr6m	11.89%
Us State	New York
Volume	602,042

Fast facts

Decision checkpoints

A compact product layer over the same report payload.

Risk gate

n/a

Named kill scenarios are reviewed before any bullish rating can stand.

Moat score

n/a

Business quality stays separate from stock attractiveness.

Forward P/E

n/a

Valuation uses the full report model stack, not a single multiple.

Next action

Research pending

Final action steps are kept in the recommendation tab.

Income

EVR dividend yield, growth & safety

Yield, payout sustainability, and the multi-year growth streak.

Dividend yield

+1.0%

$3.56 annual per share

Payout ratio

+19.2%

Share of earnings returned as dividends. Below 60% is generally sustainable.

5Y dividend CAGR

+6.6%

19 consecutive years of growth

Total shareholder yield

+0.6%

Next ex-dividend date: 2026-05-29

Performance

EVR stock returns vs the market

Total return (incl. dividends) compared to S&P 500.

Ownership

Who owns EVR?

Insider, institutional, and short-interest positioning.

Institutional ownership

+92.0%

Float: +88.4% of shares outstanding

Insider ownership

+5.3%

Stake held by company insiders. Higher generally signals alignment.

Negative means the company is buying back shares.

Technical

EVR momentum and risk profile

RSI, moving-average stack, beta, and risk-adjusted return.

RSI (14)

57.5

Neutral momentum band

Price vs 200-day MA

+5.0%

50/200-day relationship not available

Beta (5Y)

1.49

More volatile than the market

Sharpe ratio

1.48

Risk-adjusted return — higher is better; >1.0 is solid.

Peers

EVR vs. sector cohort

Currency-neutral comparison: P/E, P/S, ROIC, 5Y revenue CAGR, and 1Y total return. Market-cap column appears only when every peer reports in the same currency.

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
AXP	American Express Company	215.6B	19.7x	3.1x	11.5%	+15.5%	+15.6%	घटाएँ
BAC	Bank of America Corporation	364.1B	12.7x	3.3x	—	+6.3%	+28.2%	घटाएँ
BK	The Bank of New York Mellon Corporation	89.6B	16.2x	4.3x	—	+6.0%	+58.4%	घटाएँ

Questions

About EVR

Hub-level FAQ points readers to the deeper analysis pages.

What is the current EVR stock rating?

Evercore Inc. is currently shown with the latest rating in the latest report. The hub links directly to the full analysis surface where the rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full EVR analysis?

The full report lives at /stocks/EVR/analysis. The bare ticker page is a product hub that summarizes the latest read and sends readers into the relocated analysis tabs without making the analysis surface depend on the hub.

What fair-value range is used for EVR?

The latest report frames EVR around the latest fair-value range. Treat that range as the entry point, then check the valuation, sensitivity, and bear-case tabs before making an investment decision.

How often is the EVR page updated?

The hub updates with the latest published stock report and live backend market data. The analysis pages remain reachable under /analysis, so a hub rollback does not remove the report reader.