Evercore Partners (EVR) AI Stock Analysis

• Market Cap: $9.54B
• Dividend Yield: 1.36%
• Average Volume (3M): 517.61K
• Price to Earnings (P/E): 23.6
• Beta (1Y): 1.69
• Revenue Growth: 26.88%
• EPS Growth: 68.65%
• Country: US
• Employees: 2,395
• Sector: Financial
• Sector Strength: 76
• Industry: Financial - Capital Markets
• EPS (TTM): 3.49
• Shares Outstanding: 38,659,363
• 10 Day Avg. Volume: 443,668
• 30 Day Avg. Volume: 517,611
• PEG Ratio: 0.06
• Price to Book (P/B): 4.12
• Price to Sales (P/S): 0.00
• P/FCF Ratio: 4.01
• Enterprise Value/Market Cap: 0.44
• Enterprise Value/Revenue: 0.36
• Enterprise Value/Gross Profit: 1.36
• Enterprise Value/Ebitda: 2.02
• 1Y Price Target: $220.17
• Price Target Upside: -9.97% Downside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 6

• Rating: 74 Outperform
• Price Target: $260.00 ▲(6.32%Upside)

Evercore's strong financial performance and positive earnings call outcomes are the most significant factors driving the stock's score. The technical analysis supports a bullish outlook in the short term, although longer-term resistance remains. The valuation is moderate, suggesting the stock is fairly priced, while the earnings call provides confidence in future performance.

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 demonstrates strong financial performance with consistent revenue growth, high gross profit margin, and solid bottom-line performance. However, there is room for improvement in operational efficiency indicated by the slight decrease in EBIT margin and declining free cash flow growth.

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
3.11B	3.00B	2.43B	2.76B	3.31B	2.26B
	Gross Profit
3.07B	2.96B	2.43B	958.34M	3.23B	2.21B
	EBIT
564.31M	533.14M	575.94M	877.80M	1.12B	767.38M
	EBITDA
602.21M	543.29M	445.27M	785.26M	1.15B	0.00
	Net Income Common Stockholders
438.77M	378.28M	255.48M	476.52M	740.12M	350.57M
Balance Sheet		Cash, Cash Equivalents and Short-Term Investments
768.49M	2.39B	2.03B	786.29M	719.53M	829.60M
	Total Assets
3.27B	4.17B	3.70B	3.62B	3.80B	3.37B
	Total Debt
933.38M	923.32M	844.39M	687.82M	721.04M	719.64M
	Net Debt
363.62M	50.27M	247.51M	-98.47M	1.50M	-109.96M
	Total Liabilities
1.52B	2.23B	1.92B	1.89B	2.17B	1.88B
	Stockholders Equity
1.51B	1.71B	1.58B	1.54B	1.32B	1.23B
Cash Flow		Free Cash Flow
667.20M	958.05M	437.91M	508.19M	1.36B	925.04M
	Operating Cash Flow
715.85M	988.15M	457.95M	531.38M	1.38B	978.37M
	Investing Cash Flow
35.74M	-67.43M	15.62M	313.30M	-705.89M	-483.87M
	Financing Cash Flow
-770.89M	-628.55M	-557.23M	-735.57M	-925.32M	-307.79M

Evercore Partners Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 244.54
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Negative
• 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 Positive. The current price of 244.54 is above the 20-day moving average (MA) of 238.92, above the 50-day MA of 218.60, and below the 200-day MA of 248.52, indicating a neutral trend. The MACD of 6.86 indicates Positive momentum. The RSI at 58.78 is Neutral, neither overbought nor oversold. The STOCH value of 60.60 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	79 Outperform	$12.08B	29.73	19.93%	1.39%	24.88%	39.55%
PJT	74 Outperform	$5.39B	27.17	96.33%	0.65%	16.04%	60.32%
EVR	74 Outperform	$9.54B	23.64	29.73%	1.36%	26.88%	68.65%
PIPR	71 Outperform	$4.52B	22.24	17.59%	1.02%	10.27%	88.77%
LAZ	69 Neutral	$4.11B	15.22	59.68%	4.58%	9.54%	―
MC	66 Neutral	$4.56B	25.88	39.98%	4.60%	45.14%	―
Sector *	64 Neutral	$12.73B	9.92	7.90%	78.88%	12.06%	-7.95%

Evercore Partners Corporate 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.

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.