EVR$306.61
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Powered by LiveAIOverall Analysis
BuyEvercore Inc. presents a balanced investment profile with strong fundamental performance and a positive outlook from its industry positioning, though recent technical indicators suggest a period of consolidation might be ahead.
Thematic
As an independent investment banking firm, Evercore benefits from trends in M&A and capital markets, but is less directly exposed to rapidly evolving technology themes compared to some other sectors.
Fundamental
Evercore demonstrates robust financial health, consistent profitability, and effective capital management, with a solid dividend yield enhancing its appeal.
Technical
The stock is in a medium-term uptrend, but several indicators suggest it may be approaching overbought territory or facing resistance, warranting careful observation.
| Factor | Score |
|---|---|
| Financial Services Modernization | 70 |
| Digital Transformation in Finance | 60 |
| Global Economic Stability | 65 |
| Factor | Score |
|---|---|
| Valuation | 70 |
| Profitability | 80 |
| Growth | 75 |
| Balance Sheet Health | 85 |
| Cash Flow | 90 |
| Dividend Yield | 70 |
| Factor | Score |
|---|---|
| Trend Analysis | 75 |
| Momentum | 60 |
| Volume Confirmation | 55 |
| Support & Resistance | 60 |
| Short-term Oscillators | 55 |
AI Investing Checklist
Powered by LiveAIBullish Points (7)
Strong EPS Surprises
Multiple recent quarters (e.g., 2025 Q2, 2025 Q1) have shown significant positive EPS surprises (103.69% and 19.82% respectively), indicating the company consistently beats analyst expectations.
Robust Short-to-Medium Term Performance
The stock has shown strong performance over various periods, with 1M performance at 10.69% and 6M performance at 7.55%, suggesting positive recent momentum.
Bearish Points (7)
High Quarterly P/E Ratios
Quarterly P/E ratios are significantly high (e.g., 52.6 for 2025 Q1, 75.8 for 2024 Q4), potentially indicating an overvalued stock based on recent earnings relative to price.
Slowing Revenue Growth (Annual)
Annual revenue has shown a declining trend from 2021 ($3.29B) to 2024 ($2.98B), which, combined with varying net income, suggests potential challenges in top-line expansion.
Calendar
May 2025
30
Ex-Dividend Date
June 2025
13
Next Dividend Date
July 2025
30
Next Earnings Date
H: $1.92
A: $1.78
L: $1.69
H: 743.28M
A: 719.61M
L: 695.50M
Profile
Evercore Inc., together with its subsidiaries, operates as an independent investment banking firm in the Americas, Europe, Middle East, Africa, and Asia-Pacific. 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, and real estate strategic advisory; private capital advisory and fundraising, market risk management and hedging, private capital markets and debt advisory, liability management and restructuring, 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. 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.
Seasonals
Price Target
331.40 USD
The 39 analysts offering 1 year price forecasts for EVR have a max estimate of 365.00 and a min estimate of 312.00.
Debt Level and Coverage
Financial Position Analysis
Ownership
Capital Structure
Valuation - Summary
Valuation - Ratios
Revenue to Profit Conversion
Balance Sheet
Income Statement
Cash Flow
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