Evercore EVR
United StatesFinancial Services · Capital MarketsUSD
345.30 USD (+29.2%)
10 analysts
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Evercore Inc. is an independent investment banking and financial advisory firm providing M&A, restructuring, and wealth management advisory services to large corporations and institutions.
Key points
from its scores- ✓Very solid balance sheet10.0
- ✕Poor share-price trend3.1
- ✕Unfavourable risk and backdrop3.9
- ✕Demanding valuation4.8
AI analysis
bottom line, main risk, context and newsThe balance sheet quality and reasonable valuation are attractive, but flat earnings growth and negative momentum suggest waiting for an improvement in results before adding to the position.
Evercore shows exceptional financial health (ROE 39.5%, ROA 19.3%) and 18.8% revenue growth, although earnings growth is slightly negative (-1.7%) and 12-month momentum is weak (-5.55%). With a P/E of 15.05 and a forward P/E of 11.93, the valuation is reasonable for the quality of the business, but the lack of news and the absence of a clear catalyst limit short-term appeal.
The main risk is dependence on the M&A cycle: a slowdown in global M&A activity would reduce advisory revenues, which are the core of the business, and earnings growth is already negative (-1.7%).
Context and risks
Evercore is an independent financial advisory firm based in the US. Its investment banking and advisory business has no material exposure to interest rates, commodities, or shipping routes. The rise in long-term rates and dollar strength do not directly alter its business model, and there is no recent news suggesting a specific regulatory or geopolitical risk for the company.
Is Evercore stock cheap or expensive?
at the analysis dateOn P/E and Price / book, it trades 104% above the Financial Services median on average.
| Multiple | Company | Sector | Difference |
|---|---|---|---|
| P/E | 15.0 | 13.7 | +10% |
| Price / book | 5.5 | 1.9 | +198% |
| Price / sales | 2.2 | 3.5 | −37% |
Sector: median of the 351 Financial Services companies analysed. In bold, the multiples used for the comparison.
Valuation score: 4.8 out of 10 (median for Financial Services: 5.2).
Average analyst target: 345.30 USD, +29.2% versus the price.
A premium can be justified if the company is of higher quality or grows faster than its sector: Quality / Moat 6.7 (sector 8.8), Growth 6.1 (sector 6.9).
Classic formulas with standard assumptions (10.0% growth, 8-9% discount rate). Indicative only: they change a lot with the assumptions and are not a recommendation.
Work out its fair value yourself →How much would you have made investing every month? →
Comparing it with its sector does not say whether it is a good buy: this is not investment advice.
Score by category
0 to 10 · hover overtap each one to see what it measuresKey metrics
at the analysis date · compared with the Financial Services medianValuation
- P/E
- 15.0
- Forward P/E
- 11.9
- Price / book
- 5.5
- Price / sales
- 2.2
- PEG
- 1.18
- Market cap
- 10.3B USD
- Enterprise value
- 10.4B USD
Profitability
- ROE
- 39.5%
- ROA
- 19.3%
- ROIC (approx.)
- 28.5%
- Gross margin
- 93.9%
- Operating margin
- 17.8%
- Net margin
- 15.8%
Solvency
- Total debt
- 1.1B USD
- Net debt
- −163.5M USD
- Cash
- 1.3B USD
- Debt / equity
- 50.18
- Current ratio
- 1.83
- Quick ratio
- 1.60
Growth
- Revenue growth
- +18.8%
- Earnings growth
- −1.7%
- EPS (TTM)
- 17.76 USD
- EPS (forward)
- 22.39 USD
Dividend
- Dividend yield
- 1.3%
- Payout
- 19.2%
Risk and market
- Beta
- 1.51
- Analyst consensus
- Buy (10)
- Target price
- 345.30 USD
- 52-week range
- 251.13 – 388.71
Recent news
All EVR news →Compare it with its sector
All 351 in Financial Services →Frequently asked questions about Evercore
Is Evercore stock cheap or expensive?
On P/E and Price / book, it trades 104% above the Financial Services median on average. Valuation score: 4.8 out of 10 (median for Financial Services: 5.2). Average analyst target: 345.30 USD, +29.2% versus the price. This is not investment advice.
What score does Evercore get on MeridIAn Screener?
It scores 5.9 out of 10, rank 1,064 of 2,130 (better than 47% of the companies analysed). Its strongest category is Financial health (10.0) and its weakest, Momentum (3.1). Analysis of 08/10/2026.
What is Evercore's P/E ratio?
Its P/E is 15.0: the share price equals 15.0 times earnings per share over the last 12 months. The Financial Services median is 13.7. Based on the earnings analysts expect, the forward P/E is 11.9.
How much is Evercore worth on the stock market?
Its market capitalisation is 10.3B USD.
Does Evercore pay a dividend?
Yes: its dividend yield is 1.33% and it pays out 19% of its earnings.
How has Evercore stock performed over the last year?
It has fallen 10.2% over the last year, excluding dividends. Over the last 52 weeks it has traded between 251.13 and 388.71 USD. Past performance does not guarantee future results.
What do analysts think of Evercore?
10 analysts cover it; their average recommendation is “Buy” and their average target is 345.30 USD (+29.2% versus the price). It is an estimate, not market data.