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EVREvercore Inc.
$263.20$10.1B
Overview & Tools
OverviewChart Terminal ↗Visualize
Valuation & Forecasts
Valuation ModelsEstimatesDCF Model
Price & Analyst Data
Analyst TargetsPrice History
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Income StatementBalance SheetCash FlowRatios & Margins
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EVR logo

Evercore Inc.

EVR
NYSE · Capital Markets
$263.20
At close - Sep 22, 4:00 PM EDT - USD
Market Cap$10.18B
P/E18.7x
52W High$388.71
Volume594.25K
OverviewTerminalAnalysisFinancialsValuationEarningsBreakoutsOwnership
VCP Research Verdict2026Q2

Advisory Revenue Inflection Drives Record EPS Growth

Evercore's advisory-centric model is experiencing a pronounced cyclical upswing, with total revenue surging to $1.4B in 2026Q1 and EPS growing 106.9% year-over-year, reflecting robust M&A activity. The firm's efficiency ratio improved to 73.6% in 2026Q1 from 8...

GrowthAccelerating
ProfitabilityStrong
ValuationAttractive
TechnicalsWeak
Explore valuation models
MARKET ACTION

EVR price & volume

Price trend, volume and key moving averages

Launch Terminal
Loading chart...
Decision Checklist4 Core Signals

What matters now

The signals most likely to change the investment case.

01

Earnings momentum

11/12 Beats

EPS beat 11 of last 12 quarters

02

Valuation risk

In Line

P/E is in line with peer median

03

Market leadership

RS 21 · Lag

Laggard (Underperforming 79% of market)

04

Weak Trend

Below 200DMA

Price < 200DMA

Next CatalystEstimated earnings · Oct 29
01

Build the investment case

Start with the evidence for owning the stock and the risks that can break the thesis.

EXECUTIVE THESIS

The Investment Case

Full Analysis
Fundamental Trajectory

Revenue is entirely fee-based, with non-interest income growing from $585M in 2024Q1 to $1.4B in 2026Q1, while the efficiency ratio improved to 73.6% in 2026Q1, though EPS dipped to $2.32 in 2026Q2 from $7.20 in 2026Q1.

Analyst Consensus+76.0% target
Buy(22 analysts)
11 Buy10 Hold1 Sell

The Bull Case

Upside Catalysts

Accelerating Revenue Growth

Evercore posted a 29.49% year‑over‑year increase in revenue for the twelve months ending December 31, 2025, reaching $3.88 billion. The growth trajectory has been steady, with a 22.67% rise in 2024 versus 2023, underscoring the firm’s expanding deal pipeline.

High Profitability & Cash Generation

The firm achieved a trailing twelve‑month net income margin of 15.3% and a return on equity of 27.6% (30% in some analyses). It generated $1.2 billion in free cash flow over the last 12 months, earning a perfect 100/100 cash‑generation score.

M&A Market Upswing

Analysts project a strengthening M&A environment in late 2025 and into 2026, expected to drive Evercore’s revenue momentum. With $6 trillion of private‑equity dry powder available, the firm is positioned to capture a surge in advisory work.

The Bear Case

Key Downside Risks

Market performance

Price History →

Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).

YTD Return
EVR-24.33%
S&P 500 (^GSPC)+13.20%
1-Year Return
EVR-24.76%
S&P 500 (^GSPC)+15.98%
3-Year Return
EVR+99.94%
S&P 500 (^GSPC)+77.78%
5-Year Return
EVR+107.41%
S&P 500 (^GSPC)+70.37%
02

Test the fundamentals

Check whether operating performance supports the current valuation.

VALUATION & INTRINSIC VALUE

Valuation Scenarios

Valuation Analysis
Trailing P/EMedian
18.5x
Forward P/EExpansion
13.3x
EV/EBITDA40th %ile
12.1x
FCF YieldCash Flow
11.8%

Valuation vs 5-Year History

Multiple Range
Metric
Current
5Y Median
Historical Range
Percentile
P/E
18.5x
24.2x
40th· Fair
EV/EBITDA
12.1x
18.4x
40th· Fair
Price/FCF
8.5x
12.0x
20th· Low
Current Multiple
5Y Median (50th %ile)

Intrinsic Value Scenarios

DCF Projection
Bear$197.19-25.1%
Base (Fair)$275.18+4.8%
Bull$258.77-1.7%
$197.19 Bear$275.18 Base$258.77 Bull
Current Market Price: $263.20
Trades at a 4.4% discount to Base DCF ($275.18)
Open DCF & Valuation Models →Chart Terminal ↗

Growth & profitability

Annual revenue & EPS trend
Revenue
$3.86B+29.4% YoY
Net income
$592M+56.5% YoY
Free cash flow
$1.18B+23.4% YoY
Operating margin
20.5%+2.7 pts YoY
ROIC (TTM)18.8%
Avg ROIC 5Y-
ROE (TTM)27.8%
Piotroski Score6 / 9
Financial Statements →
03

Monitor what changed

Recent results and news deserve attention only when they alter the forward view.

OPERATING RESULTS

Recent Earnings

Earnings History
EPS Beat Rate11/12 (92%)
Revenue Beat Rate11/12 (92%)
QuarterEPS (Act vs Est)Revenue (Act vs Est)
Q3 2026Latest
Jul 29, 2026
$2.91-4.0%
vs $3.03
$998M+1.4%
vs $985M
Q2 2026
Apr 29, 2026
$7.53+38.7%
vs $5.43
$1.4B+19.4%
vs $1.2B
Q1 2026
Feb 4, 2026
$5.13+33.9%
vs $3.83
$1.3B+15.8%
vs $1.1B
Q4 2025
Oct 29, 2025
$3.48+7.1%
vs $3.25
$1.0B+10.0%
vs $951M
Historical baseline: 12 quarters analyzedGAAP / Adjusted
MARKET COVERAGE

Latest News

5 Stories
Business Wire·6d ago
Rivian to Participate in Evercore ADAS, AV & AI Forum

IRVINE, Calif.--(BUSINESS WIRE)--Rivian Automotive, Inc. (NASDAQ: RIVN) has today announced that on Tuesday, September 29, at 2:40pm ET Rivian's SVP, Autonomy & AI, James Philbin and Vice President, Investor Relations, Chip Newcom, will participate in a fireside chat at the Evercore ADAS, AV & AI Forum. A live webcast will be available here. About Rivian: Rivian (NASDAQ: RIVN) is an American automotive technology company that develops and manufactures category-defining electric vehicles.

247 Wallst·Sep 13, 2026
OpenAI Just Came for Wall Street’s Junior Bankers. Morgan Stanley Helped Build the Thing.

Morgan Stanley helped OpenAI build a tool that automates the grunt work of junior banking analysts, which raises an uncomfortable question about whether the banks just engineered their own talent pipeline out of existence.

Business Wire·Sep 9, 2026
Easterly Government Properties to Participate in Evercore Real Estate Conference

WASHINGTON--(BUSINESS WIRE)--Easterly Government Properties, Inc. (NYSE: DEA) (the “Company” or “Easterly”), a fully integrated real estate investment trust (“REIT”) focused primarily on the acquisition, development and management of Class A commercial properties leased to the U.S. Government and its adjacent partners, announced today that management will participate in virtual investor meetings at the Evercore Real Estate Conference on September 10th, 2026.Electronic copies of the written mater.

Benzinga·Sep 1, 2026
Evercore Upgrades Duolingo to Outperform, Doubles Target to $210 — Stock Rises

Duolingo Inc. (NASDAQ:DUOL) shares are trading higher Tuesday after Evercore ISI upgraded the stock to Outperform from In Line and raised its price target to $210, citing strong market dynamics, product enhancements and monetization insights.

Filtered for Evercore Inc.More Headlines
04

Compare before deciding

Benchmark EVR against direct peers instead of judging its metrics in isolation.

Peers Comparison

Key metrics vs top competitors for Evercore Inc. (EVR)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
EVR logoEVREvercore Inc.Current
$263.20$10.18B18.7329.41%15.26%27.78%1.24%
LAZ logoLAZLazard Inc
$36.60$3.57B16.873.36%6.89%23.85%—
PJT logoPJTPJT Partners Inc.
$150.23$3.88B22.4914.77%10.58%20.72%—
MC logoMCMoelis & Company
$58.88$4.36B20.0326.98%14.5%35.63%—
HLI logoHLIHoulihan Lokey, Inc.
$130.97$9.15B21.069.55%16.1%17.36%—
PWP logoPWPPerella Weinberg Partners
$13.34$1.35B24.25-14.48%3.22%9.31%—

Compare EVR vs Peers

Evercore Inc. (EVR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs LAZ

Most directly comparable listed peer for EVR.

Scale Benchmark

vs JPM

Larger-name benchmark to compare EVR against a more recognizable public peer.

Peer Set

Compare Top 5

vs LAZ, PJT, MC, HLI

05

Keep researching

Verify the primary filings, follow material updates, and answer the remaining questions.

EVR SEC Filings & Documents

Evercore Inc. (EVR) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

Jul 29, 2026·SEC

Material company update

Jun 12, 2026·SEC

Material company update

Apr 29, 2026·SEC

10-K Annual Reports

4
FY 2026

Feb 20, 2026·SEC

FY 2025

Feb 21, 2025·SEC

FY 2024

Feb 22, 2024·SEC

10-Q Quarterly Reports

6
FY 2026

May 6, 2026·SEC

FY 2025

Nov 5, 2025·SEC

FY 2025

Aug 7, 2025·SEC

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EVR Frequently Asked Questions

Evercore Inc. (EVR) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
How fast is Evercore Inc. growing?

Evercore Inc. (EVR) grew revenue by 29.4% over the past year. This is strong growth.

Is EVR profitable?

Yes, Evercore Inc. (EVR) is profitable, generating $745.0M in net income for fiscal year 2025 (15.3% net margin).

Dividend & Returns
Does EVR pay dividends?

Yes, Evercore Inc. (EVR) pays a dividend with a yield of 1.24%. This makes it attractive for income-focused investors.

What is EVR's return on equity?

Evercore Inc. (EVR) has a return on equity (ROE) of 27.8%. This is excellent, indicating efficient use of shareholder capital.

Industry Metrics
What is Evercore Inc.'s net interest margin?

Evercore Inc. (EVR) has a net interest margin (NIM) of -0.5%. NIM has been under pressure due to interest rate environment.

What is Evercore Inc.'s efficiency ratio?

Evercore Inc. (EVR) has an efficiency ratio of 78.9%. This is higher than peers, suggesting room for cost optimization.

What if you invested $1,000 in EVR back in 2004?

Total return calculator · dividends reinvested · 22+ years of data

See returns →