Evercore Partners (EVR) AI Stock Analysis

• Market Cap: $11.31B
• Dividend Yield: 1.15%
• Average Volume (3M): 562.48K
• Price to Earnings (P/E): 28.0
• Beta (1Y): 1.70
• Revenue Growth: 26.88%
• EPS Growth: 68.65%
• Country: US
• Employees: 2,395
• Sector: Financial
• Sector Strength: 81
• Industry: Financial - Capital Markets
• EPS (TTM): 3.49
• Shares Outstanding: 38,659,363
• 10 Day Avg. Volume: 571,167
• 30 Day Avg. Volume: 562,481
• PEG Ratio: 1.62
• Price to Book (P/B): 7.40
• Price to Sales (P/S): 0.00
• P/FCF Ratio: 16.69
• Enterprise Value/Market Cap: 1.01
• Enterprise Value/Revenue: 0.99
• Enterprise Value/Gross Profit: 3.73
• Enterprise Value/Ebitda: 5.53
• 1Y Price Target: $317.60
• Price Target Upside: 10.66% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 6

• Rating: 73 Outperform
• Price Target: $334.00 ▲(16.38%Upside)

Evercore Partners shows strong financial performance and robust earnings growth, which are significant strengths. However, technical indicators suggest potential overvaluation, and the stock's high P/E ratio highlights valuation concerns. While the earnings call was positive, market volatility remains a risk.

Positive Factors

Investment Banking Revenue

EVR beat consensus EPS by 4c, driven by a 29% y/y increase in Investment Banking revenue, above consensus of 22% y/y.

Pipeline and Market Position

Evercore is exceedingly well positioned for a capital markets recovery owing to its premier M&A franchise and fast-growing equity capital market (ECM) business.

Negative Factors

Stock Valuation

EVR's multiple on one-year forward estimates has risen to the mid-teens, well above the stock's 5-yr average of 10.6x.

Evercore Partners Business Overview & Revenue Model

Company Description

Evercore Partners Inc. (EVR) is a leading global independent investment banking advisory firm. Founded in 1995, the company specializes in providing comprehensive financial advisory services to clients, including corporations, financial sponsors, and governments. Evercore operates primarily in the sectors of mergers and acquisitions, strategic corporate advisory, and capital markets advisory. The firm is known for its deep industry knowledge, extensive relationships, and commitment to delivering high-quality advisory services.

How the Company Makes Money

Evercore makes money primarily through fees charged for its advisory services. The company's key revenue streams include M&A advisory fees, which are earned by providing strategic advice on mergers, acquisitions, divestitures, and other corporate restructurings. Additionally, Evercore generates revenue from capital markets advisory fees, assisting clients with equity, debt, and other capital-raising activities. The firm also earns fees from its investment management services, which involve managing assets for institutional investors. Relationships with corporate clients, financial sponsors, and governments are crucial, as these partnerships often lead to repeated engagements and sustained revenue generation.

Evercore Partners Financial Statement Overview

Summary

Evercore Partners exhibits a strong overall financial performance with solid revenue and profit growth. The balance sheet indicates moderate leverage with a strong equity position, while cash flow statements show robust cash generation capabilities. Continued focus on operational efficiency and careful debt management is crucial.

Income Statement

Evercore Partners demonstrates strong financial performance with consistent revenue growth and profitability. The TTM (Trailing-Twelve-Months) gross profit margin stands at 98.8%, indicating efficient cost management. The net profit margin is 14.1%, reflecting solid bottom-line performance. Revenue growth is evident with a 3.8% increase from the previous annual period. However, the EBIT margin has slightly decreased over the years, and the EBITDA margin is 19.4% for TTM, which shows some room for improvement in operational efficiency.

Balance Sheet

The balance sheet reflects a sound financial position with a moderate debt-to-equity ratio of 0.62, suggesting manageable leverage. The return on equity (ROE) for TTM is 29.1%, indicating strong profitability relative to shareholder equity. The equity ratio is 46%, demonstrating a balanced approach to financing with a good portion of assets funded by equity. However, careful monitoring of debt levels is necessary to maintain financial stability.

Cash Flow

Cash flow statements reveal robust cash generation capabilities with a strong free cash flow to net income ratio of 1.52, indicating efficient conversion of profits into cash. The operating cash flow to net income ratio is 1.63, underscoring the company's ability to generate cash from operations. Free cash flow growth, however, shows a decline of 30.4% in the TTM period, which warrants attention despite the overall healthy cash flow position.

Breakdown	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	3.00B	2.43B	2.76B	3.31B	2.26B
Gross Profit	2.96B	2.43B	958.34M	3.23B	2.21B
EBITDA	543.29M	445.27M	785.26M	1.15B	0.00
Net Income	378.28M	255.48M	476.52M	740.12M	350.57M
Balance Sheet
Total Assets	4.17B	3.70B	3.62B	3.80B	3.37B
Cash, Cash Equivalents and Short-Term Investments	2.39B	2.03B	786.29M	719.53M	829.60M
Total Debt	923.32M	844.39M	687.82M	721.04M	719.64M
Total Liabilities	2.23B	1.92B	1.89B	2.17B	1.88B
Stockholders Equity	1.71B	1.58B	1.54B	1.32B	1.23B
Cash Flow
Free Cash Flow	958.05M	437.91M	508.19M	1.36B	925.04M
Operating Cash Flow	988.15M	457.95M	531.38M	1.38B	978.37M
Investing Cash Flow	-67.43M	15.62M	313.30M	-705.89M	-483.87M
Financing Cash Flow	-628.55M	-557.23M	-735.57M	-925.32M	-307.79M

Evercore Partners Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 287.00
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For EVR, the sentiment is Positive. The current price of 287 is above the 20-day moving average (MA) of 273.13, above the 50-day MA of 248.16, and above the 200-day MA of 251.66, indicating a bullish trend. The MACD of 14.01 indicates Negative momentum. The RSI at 65.19 is Neutral, neither overbought nor oversold. The STOCH value of 64.14 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EVR.

Evercore Partners Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
HLI	77 Outperform	$13.59B	33.43	19.93%	1.23%	24.88%	39.55%
EVR	73 Outperform	$11.31B	28.03	29.73%	1.15%	26.88%	68.65%
LAZ	71 Outperform	$5.01B	18.56	59.68%	3.76%	9.54%	―
PJT	70 Outperform	$6.30B	31.73	96.33%	0.55%	16.04%	60.32%
PIPR	70 Neutral	$5.43B	26.70	17.59%	0.85%	10.27%	88.77%
MC	68 Neutral	$5.71B	32.40	39.98%	3.67%	45.14%	―
Sector *	67 Neutral	$16.86B	11.82	9.77%	3.72%	12.02%	-8.27%

Evercore Partners Corporate Events

Evercore Partners Announces $250 Million Senior Notes Issuance

On July 10, 2025, Evercore Inc. announced a private placement of $250 million in senior notes, divided into $125 million of 5.17% Series K notes due 2030 and $125 million of 5.47% Series L notes due 2032. The issuance, set for July 24, 2025, aims to repay maturing notes and support general corporate purposes. The agreement includes covenants such as a maximum leverage ratio and a minimum net worth requirement, with provisions for default events.

The most recent analyst rating on (EVR) stock is a Hold with a $173.00 price target. To see the full list of analyst forecasts on Evercore Partners stock, see the EVR Stock Forecast page.

Evercore Partners Files Routine Regulatory Report

Evercore Inc. announced on June 13, 2025, that it has filed a report in compliance with the Securities Exchange Act of 1934, signed by Jason Klurfeld, the company’s General Counsel. This filing is a routine regulatory requirement and reflects Evercore’s adherence to legal obligations, which is crucial for maintaining transparency and trust with stakeholders.

The most recent analyst rating on (EVR) stock is a Hold with a $220.00 price target. To see the full list of analyst forecasts on Evercore Partners stock, see the EVR Stock Forecast page.