Evercore Partners (EVR) AI Stock Analysis

• Market Cap: $11.71B
• Dividend Yield: 1.12%
• Average Volume (3M): 428.69K
• Price to Earnings (P/E): 24.2
• Beta (1Y): 1.73
• Revenue Growth: 27.00%
• EPS Growth: 63.47%
• Country: US
• Employees: 2,395
• Sector: Financial
• Sector Strength: 70
• Industry: Financial - Capital Markets
• EPS (TTM): 3.48
• Shares Outstanding: 38,597,942
• 10 Day Avg. Volume: 532,764
• 30 Day Avg. Volume: 428,690
• PEG Ratio: 0.60
• Price to Book (P/B): 6.23
• Price to Sales (P/S): 3.55
• P/FCF Ratio: 11.10
• Enterprise Value/Market Cap: 1.14
• Enterprise Value/Revenue: 3.73
• Enterprise Value/Gross Profit: 4.64
• Enterprise Value/Ebitda: 18.06
• 1Y Price Target: $369.00
• Price Target Upside: 20.38% Upside
• Rating Consensus: Strong Buy
• Number of Analyst Covering: 4
• EPS Forecast (FY): 13.3
• Revenue Forecast (FY): $3.61B

• Rating: 76 Outperform
• Price Target: $343.00 ▲(11.89% Upside)

Evercore's strong financial performance and impressive earnings call results are the primary drivers of its stock score. The company's robust revenue growth and strategic initiatives position it well in the capital markets industry. However, technical indicators suggest a bearish trend, and the valuation is moderate, which tempers the overall score.

Positive Factors

Revenue Growth

The significant year-over-year revenue growth indicates strong market demand for Evercore's services, enhancing its competitive position and supporting long-term business expansion.

Diversified Revenue Streams

Diversification into non-M&A revenue streams reduces dependency on any single business line, providing stability and resilience against market fluctuations.

Wealth Management Growth

Growth in assets under management reflects successful client acquisition and retention strategies, contributing to a steady income stream and enhancing long-term financial stability.

Negative Factors

Rising Debt Levels

Rising debt levels may strain financial resources and limit flexibility, potentially impacting the company's ability to invest in growth opportunities.

Challenges in Compensation Leverage

Limited improvement in compensation leverage could pressure margins, affecting profitability and the ability to attract and retain top talent long-term.

Potential Impact of Government Shutdown

A government shutdown could disrupt financial markets and delay transactions, impacting revenue and operational efficiency in the near to medium term.

Evercore Partners Business Overview & Revenue Model

Company Description

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. The Investment Management segment provides wealth management services to high-net-worth individuals, foundations, and endowments; and manages financial assets for institutional investors. 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.

How the Company Makes Money

Evercore generates revenue primarily through advisory fees from its investment banking services, which include M&A advisory, capital markets transactions, and restructuring services. The company earns a significant portion of its income from success-based fees, which are contingent on the successful completion of transactions. Additionally, Evercore has a growing investment management division that contributes to its revenue stream, generating fees from assets under management (AUM). The firm also benefits from strategic partnerships and alliances that enhance its market reach and service offerings, contributing to its overall earnings. Overall, Evercore's revenue model is heavily reliant on the volume and complexity of the transactions it advises on, as well as the performance of its investment management portfolio.

Evercore Partners Financial Statement Overview

Summary

Evercore Partners exhibits strong financial health with robust revenue growth, efficient cost management, and solid profitability metrics. The balance sheet reflects a stable capital structure, although rising debt levels should be monitored. Cash flow generation is strong, supporting the company's operational and strategic initiatives. Overall, Evercore is well-positioned in the capital markets industry, but maintaining margin stability and managing debt levels will be crucial for sustained success.

Income Statement

Evercore Partners shows strong revenue growth with a 9.45% increase in TTM, indicating robust business expansion. The gross profit margin is healthy at 67.75%, and the net profit margin has improved to 14.83%, reflecting efficient cost management. EBIT and EBITDA margins are also strong at 19.94% and 20.68%, respectively, showcasing operational efficiency. However, the gross profit margin has decreased from previous years, which could be a concern if the trend continues.

Balance Sheet

The company's debt-to-equity ratio is stable at 0.56, indicating a balanced approach to leveraging. Return on equity is impressive at 32.89%, highlighting strong profitability relative to shareholder equity. The equity ratio stands at 40.91%, suggesting a solid capital structure. However, the increasing total debt over the years could pose a risk if not managed carefully.

Cash Flow

Evercore Partners has demonstrated significant free cash flow growth of 42.43% in TTM, indicating strong cash generation capabilities. The operating cash flow to net income ratio is high at 93.59%, and the free cash flow to net income ratio is 91.73%, both reflecting efficient cash flow management. Despite these strengths, the operating cash flow coverage ratio has decreased compared to previous years, which may warrant attention.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	3.56B	3.00B	2.44B	2.78B	3.31B	2.29B
Gross Profit	2.87B	2.98B	2.43B	2.76B	3.29B	2.29B
EBITDA	736.66M	578.62M	445.27M	785.26M	1.20B	658.57M
Net Income	528.40M	378.28M	255.48M	476.52M	740.12M	350.57M
Balance Sheet
Total Assets	4.42B	4.17B	3.70B	3.62B	3.80B	3.37B
Cash, Cash Equivalents and Short-Term Investments	2.42B	2.39B	651.73M	786.29M	719.53M	829.60M
Total Debt	1.13B	923.32M	844.39M	687.82M	721.04M	719.64M
Total Liabilities	2.34B	2.23B	1.92B	1.89B	2.17B	1.88B
Stockholders Equity	1.81B	1.71B	1.58B	1.54B	1.32B	1.23B
Cash Flow
Free Cash Flow	1.06B	958.05M	437.91M	508.19M	1.36B	925.04M
Operating Cash Flow	1.14B	988.15M	457.95M	531.38M	1.38B	978.37M
Investing Cash Flow	-334.79M	-67.43M	15.62M	313.30M	-705.89M	-483.87M
Financing Cash Flow	-487.11M	-628.55M	-557.23M	-735.57M	-925.32M	-307.79M

Evercore Partners Technical Analysis

• Technical Analysis Sentiment: Neutral
• Last Price: 306.54
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Positive
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For EVR, the sentiment is Neutral. The current price of 306.54 is below the 20-day moving average (MA) of 311.60, below the 50-day MA of 324.61, and above the 200-day MA of 266.96, indicating a neutral trend. The MACD of -6.46 indicates Positive momentum. The RSI at 45.41 is Neutral, neither overbought nor oversold. The STOCH value of 36.63 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for EVR.

Evercore Partners Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
EVR	76 Outperform	$11.71B	24.20	31.39%	1.12%	27.00%	63.47%
SF	76 Outperform	$12.21B	21.10	11.73%	1.51%	7.54%	2.73%
PIPR	71 Outperform	$5.77B	24.59	19.30%	1.77%	12.77%	36.43%
MC	71 Outperform	$5.00B	20.80	51.98%	3.82%	51.19%	456.59%
HLI	70 Outperform	$12.57B	28.96	20.29%	1.18%	20.99%	25.02%
Sector *	68 Neutral	$18.00B	11.42	9.92%	3.81%	9.73%	1.22%
JEF	49 Neutral	$11.12B	18.58	6.29%	2.84%	-5.41%	25.28%

Evercore Partners Corporate Events

Evercore Reports Strong Q3 2025 Financial Results

Evercore Inc., a leading global independent investment banking advisory firm, reported its third-quarter 2025 financial results, showcasing significant growth in net revenues and operating income. The firm, known for its expertise in mergers, acquisitions, and strategic advisory services, continues to expand its influence in the financial sector.

Evercore Partners Reports Record Q3 Earnings

Evercore Partners’ recent earnings call conveyed a positive sentiment, underscored by record revenues and substantial growth across various business segments. The company demonstrated resilience through successful recruitment and diversified revenue streams, although it acknowledged potential challenges, such as the impact of a government shutdown and difficulties in achieving compensation leverage.