Evercore Inc.

NYSE:EVR Stock Report

Market Cap: US$12.7b

Evercore Valuation

Is EVR undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

0/6

Valuation Score 0/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of EVR when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: EVR ($297.37) is trading above our estimate of fair value ($274.79)

Significantly Below Fair Value: EVR is trading above our estimate of fair value.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for EVR?

Key metric: As EVR is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for EVR. This is calculated by dividing EVR's market cap by their current earnings.
What is EVR's PE Ratio?
PE Ratio35.3x
EarningsUS$320.59m
Market CapUS$12.72b

Price to Earnings Ratio vs Peers

How does EVR's PE Ratio compare to its peers?

The above table shows the PE ratio for EVR vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average27.4x
HLI Houlihan Lokey
38.3x12.6%US$12.8b
JEF Jefferies Financial Group
28.7x33.5%US$15.2b
SF Stifel Financial
19.1x11.3%US$11.7b
FUTU Futu Holdings
23.5x20.2%US$12.3b
EVR Evercore
35.3x30.7%US$12.7b

Price-To-Earnings vs Peers: EVR is expensive based on its Price-To-Earnings Ratio (35.3x) compared to the peer average (27.4x).

Price to Earnings Ratio vs Industry

How does EVR's PE Ratio compare vs other companies in the US Capital Markets Industry?

22 CompaniesPrice / EarningsEstimated GrowthMarket Cap
ADX Adams Diversified Equity Fund
4xn/aUS$2.46b
CET Central Securities
4.5xn/aUS$1.32b
GAM General American Investors Company
4.1xn/aUS$1.26b
MUDS Mudrick Capital Acquisition Corporation II
3.4xn/aUS$401.64m
EVR 35.3xIndustry Avg. 23.7xNo. of Companies75PE020406080100+
22 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: EVR is expensive based on its Price-To-Earnings Ratio (35.3x) compared to the US Capital Markets industry average (23.7x).

Price to Earnings Ratio vs Fair Ratio

What is EVR's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

EVR PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio35.3x
Fair PE Ratio24.7x

Price-To-Earnings vs Fair Ratio: EVR is expensive based on its Price-To-Earnings Ratio (35.3x) compared to the estimated Fair Price-To-Earnings Ratio (24.7x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst EVR forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$297.37
US$290.29
-2.4%
8.6%US$343.00US$266.00n/a7
Nov ’25US$268.84
US$285.43
+6.2%
5.6%US$309.00US$266.00n/a7
Oct ’25US$251.00
US$267.43
+6.5%
7.6%US$306.00US$245.00n/a7
Sep ’25US$245.74
US$247.71
+0.8%
9.1%US$273.00US$197.00n/a7
Aug ’25US$238.13
US$248.43
+4.3%
9.0%US$273.00US$197.00n/a7
Jul ’25US$211.08
US$204.86
-2.9%
5.1%US$220.00US$193.00n/a7
Jun ’25US$202.94
US$204.86
+0.9%
5.1%US$220.00US$193.00n/a7
May ’25US$184.08
US$205.14
+11.4%
5.1%US$220.00US$193.00n/a7
Apr ’25US$189.25
US$200.86
+6.1%
4.4%US$222.00US$193.00n/a7
Mar ’25US$186.29
US$198.17
+6.4%
6.3%US$222.00US$180.00n/a6
Feb ’25US$175.04
US$195.50
+11.7%
7.3%US$222.00US$176.00n/a6
Jan ’25US$171.05
US$158.17
-7.5%
4.7%US$169.00US$149.00n/a6
Dec ’24US$149.89
US$154.83
+3.3%
4.0%US$166.00US$149.00n/a6
Nov ’24US$132.01
US$152.33
+15.4%
6.5%US$166.00US$134.00US$268.846
Oct ’24US$137.88
US$152.00
+10.2%
4.9%US$166.00US$143.00US$251.006
Sep ’24US$141.48
US$151.50
+7.1%
5.3%US$166.00US$140.00US$245.746
Aug ’24US$135.21
US$153.17
+13.3%
4.2%US$166.00US$146.00US$238.136
Jul ’24US$123.59
US$138.43
+12.0%
8.4%US$166.00US$128.00US$211.087
Jun ’24US$108.36
US$138.43
+27.7%
8.4%US$166.00US$128.00US$202.947
May ’24US$111.47
US$139.14
+24.8%
8.2%US$166.00US$128.00US$184.087
Apr ’24US$115.38
US$133.43
+15.6%
14.5%US$166.00US$102.00US$189.257
Mar ’24US$131.11
US$133.57
+1.9%
13.9%US$158.00US$102.00US$186.297
Feb ’24US$131.78
US$128.21
-2.7%
17.6%US$158.00US$94.00US$175.047
Jan ’24US$109.08
US$115.29
+5.7%
20.2%US$158.00US$87.00US$171.057
Dec ’23US$115.18
US$115.29
+0.09%
20.2%US$158.00US$87.00US$149.897
Nov ’23US$107.90
US$114.71
+6.3%
20.5%US$158.00US$87.00US$132.017

Analyst Forecast: Target price is lower than the current share price.

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