Evercore (NYSE:EVR) Stock Price & Quote Analysis

EVR fundamental analysis
Snowflake Score
Valuation	5/6
Future Growth	1/6
Past Performance	4/6
Financial Health	5/6
Dividends	5/6

EVR Stock Overview

Evercore Inc., together with its subsidiaries, operates as an independent investment banking advisory firm in the United States, Europe, Latin America, and internationally.

Rewards

Trading at 64.4% below our estimate of its fair value

Earnings have grown 30.6% per year over the past 5 years

Pays a reliable dividend of 2.77%

Risk Analysis

Earnings are forecast to decline by an average of 11.5% per year for the next 3 years

Evercore Inc. Competitors

Virtu Financial

NasdaqGS:VIRT

US$4.2b

Stifel Financial

NYSE:SF

US$6.7b

Lazard

NYSE:LAZ

US$3.6b

Houlihan Lokey

NYSE:HLI

US$6.0b

Price History & Performance

Summary of all time highs, changes and price drops for Evercore
Historical stock prices
Current Share Price	US$104.03
52 Week High	US$164.63
52 Week Low	US$84.83
Beta	1.48
1 Month Change	15.90%
3 Month Change	-4.96%
1 Year Change	-24.81%
3 Year Change	35.16%
5 Year Change	39.36%
Change since IPO	318.63%

Recent News & Updates

Jul 26

Evercore Q2 2022 Earnings Preview

Evercore (NYSE:EVR) is scheduled to announce Q2 earnings results on Wednesday, July 27th, before market open. The consensus EPS Estimate is $1.42 (-55.2% Y/Y) and the consensus Revenue Estimate is $467.75M (-32.3% Y/Y). Over the last 2 years, EVR has beaten EPS estimates 100% of the time and has beaten revenue estimates 100% of the time. Over the last 3 months, EPS estimates have seen 0 upward revisions and 7 downward. Revenue estimates have seen 0 upward revisions and 5 downward.

Shareholder Returns

	EVR	US Capital Markets	US Market
7D	3.3%	2.8%	1.3%
1Y	-24.8%	-15.4%	-11.7%

Return vs Industry: EVR underperformed the US Capital Markets industry which returned -16% over the past year.

Return vs Market: EVR underperformed the US Market which returned -11.6% over the past year.

Price Volatility

Is EVR's price volatile compared to industry and market?
EVR volatility
EVR Average Weekly Movement	5.3%
Capital Markets Industry Average Movement	0.5%
Market Average Movement	7.8%
10% most volatile stocks in US Market	16.9%
10% least volatile stocks in US Market	3.2%

Stable Share Price: EVR is not significantly more volatile than the rest of US stocks over the past 3 months, typically moving +/- 5% a week.

Volatility Over Time: EVR's weekly volatility (5%) has been stable over the past year.

About the Company

Founded	Employees	CEO	Website
1995	2,135	John Weinberg	https://www.evercore.com

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.

Evercore Inc. Fundamentals Summary

How do Evercore's earnings and revenue compare to its market cap?
EVR fundamental statistics
Market Cap	US$4.55b
Earnings (TTM)	US$709.05m
Revenue (TTM)	US$3.29b

5.7x

P/E Ratio

1.2x

P/S Ratio

Is EVR overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report
EVR income statement (TTM)
Revenue	US$3.29b
Cost of Revenue	US$108.71m
Gross Profit	US$3.18b
Other Expenses	US$2.48b
Earnings	US$709.05m

Last Reported Earnings

Jun 30, 2022

Next Earnings Date

n/a

Earnings per share (EPS)	18.11
Gross Margin	96.70%
Net Profit Margin	21.53%
Debt/Equity Ratio	24.4%

How did EVR perform over the long term?

See historical performance and comparison

Dividends

2.8%

Current Dividend Yield

16%

Payout Ratio

Does EVR pay a reliable dividends?

See EVR dividend history and benchmarks

When do you need to buy EVR by to receive an upcoming dividend?
Evercore dividend dates
Ex Dividend Date	Aug 25 2022
Dividend Pay Date	Sep 09 2022
Days until Ex dividend	13 days
Days until Dividend pay date	28 days