Evercore Partners (EVR) AI Stock Analysis

• Market Cap: $13.74B
• Dividend Yield: 0.92%
• Average Volume (3M): 429.65K
• Price to Earnings (P/E): 32.4
• Beta (1Y): 1.70
• Revenue Growth: 23.24%
• EPS Growth: 55.76%
• Country: US
• Employees: 2,395
• Sector: Financial
• Sector Strength: 70
• Industry: Financial - Capital Markets
• EPS (TTM): 2.42
• Shares Outstanding: 38,597,942
• 10 Day Avg. Volume: 523,975
• 30 Day Avg. Volume: 429,646
• 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: 0.77
• Enterprise Value/Revenue: 3.25
• Enterprise Value/Gross Profit: 3.93
• Enterprise Value/Ebitda: 16.39
• 1Y Price Target: $335.60
• Price Target Upside: -5.70% Downside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 6

• Rating: 79 Outperform
• Price Target: $371.00 ▲(4.25% Upside)

Evercore Partners' overall stock score of 79 reflects its strong financial performance and positive earnings call sentiment, which are the most significant factors. The technical analysis indicates bullish momentum, although the valuation suggests the stock might be slightly overvalued. The strategic acquisition of Robey Warshaw is expected to enhance growth, further supporting the positive outlook.

Positive Factors

Strategic Acquisition

The acquisition of Robey Warshaw enhances Evercore's global expansion strategy, strengthens its market position in the UK, and is expected to be accretive to earnings, supporting long-term growth.

Revenue Diversification

Diversified revenue streams reduce dependency on M&A activities, providing stability and resilience against market fluctuations, supporting sustainable growth.

Strong Cash Flow Management

Efficient cash flow management ensures liquidity and financial flexibility, enabling Evercore to invest in growth opportunities and manage debt effectively.

Negative Factors

Increased Non-Compensation Expenses

Rising non-compensation expenses, driven by technology and occupancy costs, could pressure margins and reduce profitability if not managed carefully.

Challenging Fundraising Conditions

Persistent challenges in the fundraising environment could impact Evercore's ability to grow its investment management business, affecting long-term revenue potential.

Higher Adjusted Tax Rate

An increased tax rate reduces net income and cash flow, potentially impacting Evercore's profitability and ability to reinvest in growth initiatives.

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 demonstrates strong financial performance with consistent revenue growth and profitability. The TTM gross profit margin is 98.8%, and the net profit margin is 14.1%. However, the EBIT margin has slightly decreased, and free cash flow growth shows a decline of 30.4% in the TTM period.

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	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	3.26B	3.00B	2.44B	2.78B	3.31B	2.29B
Gross Profit	2.69B	2.98B	2.43B	2.76B	3.29B	2.29B
EBITDA	646.02M	578.62M	445.27M	785.26M	1.20B	658.57M
Net Income	462.21M	378.28M	255.48M	476.52M	740.12M	350.57M
Balance Sheet
Total Assets	3.69B	4.17B	3.70B	3.62B	3.80B	3.37B
Cash, Cash Equivalents and Short-Term Investments	1.09B	2.39B	651.73M	786.29M	719.53M	829.60M
Total Debt	929.62M	923.32M	844.39M	687.82M	721.04M	719.64M
Total Liabilities	1.77B	2.23B	1.92B	1.89B	2.17B	1.88B
Stockholders Equity	1.66B	1.71B	1.58B	1.54B	1.32B	1.23B
Cash Flow
Free Cash Flow	742.08M	958.05M	437.91M	508.19M	1.36B	925.04M
Operating Cash Flow	808.97M	988.15M	457.95M	531.38M	1.38B	978.37M
Investing Cash Flow	-85.69M	-67.43M	15.62M	313.30M	-705.89M	-483.87M
Financing Cash Flow	-759.37M	-628.55M	-557.23M	-735.57M	-925.32M	-307.79M

Evercore Partners Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 355.88
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Negative
• STOCH: Negative

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 355.88 is above the 20-day moving average (MA) of 331.12, above the 50-day MA of 312.23, and above the 200-day MA of 260.05, indicating a bullish trend. The MACD of 13.03 indicates Negative momentum. The RSI at 72.86 is Negative, neither overbought nor oversold. The STOCH value of 88.94 is Negative, 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
MC	80 Outperform	6.23B	30.41	38.39%	3.30%	42.85%	1398.33%
EVR	79 Outperform	$13.74B	32.37	29.16%	0.92%	23.24%	55.76%
HLI	77 Outperform	14.68B	35.19	18.75%	1.12%	23.39%	29.86%
SF	77 Outperform	11.75B	22.24	12.86%	1.57%	8.76%	10.32%
PIPR	73 Outperform	6.48B	30.91	14.75%	1.54%	10.46%	50.47%
JEF	68 Neutral	14.33B	26.34	7.32%	2.23%	1.00%	46.98%
Sector *	68 Neutral	$18.00B	11.42	9.92%	3.81%	9.73%	1.22%

Evercore Partners Corporate Events

Evercore Partners Acquires UK Firm Robey Warshaw

On July 29, 2025, Evercore LP, a subsidiary of Evercore Inc., announced its definitive agreement to acquire Robey Warshaw, a leading independent advisory firm based in the UK. The acquisition, expected to close in the fourth quarter of 2025, involves a payment of £146 million, with the first tranche paid in Evercore stock at closing and the second on the first anniversary in stock or cash. This strategic move is anticipated to enhance Evercore’s market position in the UK and globally, expand its client reach, and create value for shareholders by being accretive to its earnings. The acquisition aligns with Evercore’s growth strategy, leveraging Robey Warshaw’s strong client relationships and advisory expertise to further support its global platform.

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.

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.