Evercore Inc. EVR
Composite 69/100; the shares have moved about 38% annualised. Names that move more contribute more risk for the same amount invested, and our composite reflects how strong the evidence for this one is right now.
Momentum ranks 40/100 — a slight mark against it.
Growth ranks 82/100 — a strong point in its favour. Quality ranks 80/100 — a strong point in its favour. Valuation ranks 71/100 — a moderate point in its favour.
Momentum ranks 40/100 — a slight mark against it. Income ranks 48/100 — a slight mark against it.
What the company does Evercore Inc. is an independent investment banking firm offering strategic advisory, equity capital markets execution, and wealth management services globally. Its segments include Investment Banking & Equities and Investment Management, serving institutional clients and high-net-worth individuals.
Key financials Evercore reports strong profitability metrics: ROE 42.2%, ROA 21.3%, and ROCE 25.5%. Gross, operating, and net margins stand at 94.1%, 24.4%, and 16.4%, respectively. Revenue and EPS growth are robust at 100.3% and 106.9%, with a Piotroski F-Score of 8/9 and Altman Z-score of 6.85.
Stock health The stock shows mixed momentum: down -3.23% over 3 months, -13.41% over 6 months, and -19.10% from its 52-week high, with an RSI(14) of 37.60 indicating oversold conditions. Dividend yield is 1.0% with a payout ratio of 19.2%.
Price vs fair value The stock trades at a **PREMIUM of 58.50%** versus our fair-value estimate of 129.97 and a **discount of 17.94%** to the analyst 12-month target of 369.00. - Q2 earnings missed estimates despite revenue growth, per Zacks (2026-07-30). - Analysts highlight record revenues and strategic growth in the earnings call (GuruFocus.com, 2026-07-29). - Q2 earnings were reported in line with expectations by StockStory (2026-07-29).
Looking forward Forward P/E of 18.94 and EV/EBITDA of 6.32 suggest moderate valuation, while the Sideravia Valuation percentile of 65.2/100 indicates attractiveness within its universe. Growth and quality scores (84.0 and 85.6) remain strong, supporting long-term potential.
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Data as of 2026-09-05, compiled from third-party sources; errors and delays are possible and figures are not warranted. Investing puts your capital at risk; past performance does not predict future results. We publish our full track record, including the calls that lost, and our conflicts of interest.