Evercore/$EVR
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Capital at risk
About Evercore
Evercore is a leading independent investment banking advisory firm that generates most of its revenue through merger and acquisition and restructuring advisory services, with much smaller capital raising, equities trading, and investment management businesses. Founded in 1995, it has built a reputation for advising on some of the world's largest and most complex transactions. Evercore operates globally, with a strong presence in the US and Europe, serving corporations, financial sponsors, and government clients. Its business model emphasizes high-touch, conflict-free advice rather than balance-sheet lending, allowing it to compete with larger, bulge-bracket banks.
- Ticker
- $EVR
- Sector
- Finance
- Primary listing
- NYSE
- Employees
- 2,715
- Headquarters
- New York, United States
- Website
- www.evercore.com
Evercore Metrics
BasicAdvanced
$9.9B
14.50
$17.71
1.50
$3.46
1.39%
Price and volume
Market cap
$9.9B
Beta
1.5
52-week high
$388.71
52-week low
$254.31
Average daily volume
490K
Dividend rate
$3.46
Financial strength
Current ratio
1.827
Quick ratio
1.598
Long term debt to equity
0.472
Total debt to equity
0.526
Dividend payout ratio (TTM)
20.14%
Profitability
Gross margin (TTM)
93.93%
Net profit margin (TTM)
15.82%
Operating margin (TTM)
22.04%
Effective tax rate (TTM)
19.87%
Revenue per employee (TTM)
$1,730,000
Management effectiveness
Return on assets (TTM)
19.29%
Return on equity (TTM)
39.50%
Valuation
Price to earnings (TTM)
14.504
Price to revenue (TTM)
2.114
Price to book
5.32
Price to tangible book (TTM)
6.5
Price to free cash flow (TTM)
6.124
Free cash flow yield (TTM)
16.33%
Free cash flow per share (TTM)
41.956
Dividend yield (TTM)
1.35%
Forward dividend yield
1.39%
Growth
Revenue change (TTM)
45.43%
Earnings per share change (TTM)
60.84%
3-year revenue growth (CAGR)
23.84%
10-year revenue growth (CAGR)
13.52%
3-year earnings per share growth (CAGR)
27.64%
10-year earnings per share growth (CAGR)
30.03%
3-year dividend per share growth (CAGR)
5.34%
10-year dividend per share growth (CAGR)
11.08%
What the Analysts think about Evercore
Analyst ratings (Buy, Hold, Sell) for Evercore stock.
Analyst projections of the future price of Evercore stock.
Bulls say / Bears say
Evercore delivered a powerful first half. Net revenue reached $2.4 billion, up 56% year on year, while adjusted diluted EPS rose 77% and the adjusted operating margin increased to 22.7%. (Morningstar)
The forward pipeline is strong. Management reported near-record backlogs and sustained client engagement, with AI-driven strategic needs and renewed financial-sponsor participation offering scope for the M&A cycle to run further. (The Motley Fool)
Growth is becoming broader than traditional M&A. North American strategic advisory, the Private Funds Group and equities each had record Q2 revenue, underwriting fees rose 201% year on year, and Evercore ended June with 188 investment-banking senior managing directors plus seven further committed hires. (Evercore 10-Q)
Evercore remains exposed to uneven deal timing. Management says large-cap strategic M&A is driving the market, while middle-market and sponsor-related activity remain below historical levels, and backlog conversion into revenue can vary by quarter. (The Motley Fool)
Cost growth is putting pressure on operating leverage. Q2 adjusted non-compensation expenses rose sharply, taking the adjusted non-compensation ratio to 17.5%, while technology, hiring, travel and other growth spending may take time to produce returns. (The Motley Fool, Morningstar)
Valuation could limit upside if deal growth slows. A June valuation review found Evercore trading on a higher P/E than its estimated fair ratio and above the average multiple of comparable firms, leaving less room for an earnings disappointment. (Simply Wall St)
Data summarised monthly by Lightyear AI. Last updated on 17 Sept 2026.
Evercore Financial Performance
Revenues and expenses
Evercore Earnings Performance
Company profitability
Upcoming events
No upcoming events
Evercore News
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Funds containing Evercore
AllUSDGBPEUR
Fund name | Fund size | $EVR weighting |
|---|---|---|
SPDR S&P 400 US Mid Cap$SPY4 | $6.3B | 0.29% |
SPDR S&P 400 US Mid Cap£SPX4 | £4.7B | 0.29% |
L&G Global Quality Dividends£LDGG | £279M | 0.19% |
iShares MSCI USA Small Cap ESG Enhanced CTB€SXRG | €2.8B | 0.11% |
iShares MSCI USA Small Cap CTB Enhanced ESG£CUS1 | £2.4B | 0.11% |
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
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