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Overview
Profile

Evercore stock

EVR
US29977A1051
A0KEXP

Price

248.78
Today +/-
-2.01
Today %
-0.89 %
P

Evercore stock price

%
Weekly
Details

Price

Overview

The Quote Chart provides detailed and dynamic insights into the Evercore stock's performance, showcasing daily, weekly, or monthly aggregated quotes. Users can switch between different time frames to analyze the stock's progression meticulously and make informed investment decisions.

Intraday Feature

The intraday feature provides real-time data, allowing investors to view the Evercore stock’s price fluctuations within the trading day, facilitating timely and strategic investment decisions.

Total Return and Relative Price Change

View the total return of the Evercore stock to gauge its profitability over time. The relative price change, based on the first quote available in the selected timeframe, offers insights into the stock’s performance, assisting in evaluating its investment potential.

Interpretation and Investment

Utilize the comprehensive data presented in the Quote Chart to analyze Evercore's market trends, price movements, and potential returns. Make informed investment choices by comparing different time frames and evaluating intraday data for optimized portfolio management.

Evercore Stock Price History

DateEvercore Price
10/2/2024248.78 undefined
10/1/2024251.00 undefined
9/30/2024253.34 undefined
9/27/2024254.13 undefined
9/26/2024256.83 undefined
9/25/2024256.26 undefined
9/24/2024258.35 undefined
9/23/2024258.68 undefined
9/20/2024256.75 undefined
9/19/2024255.58 undefined
9/18/2024246.60 undefined
9/17/2024246.23 undefined
9/16/2024242.13 undefined
9/13/2024238.93 undefined
9/12/2024234.65 undefined
9/11/2024231.62 undefined
9/10/2024233.88 undefined
9/9/2024238.56 undefined
9/6/2024234.09 undefined
9/5/2024239.16 undefined
9/4/2024237.07 undefined

Evercore Revenue, EBIT, Net Income

  • 3 years

  • 5 years

  • 10 years

  • 25 Years

  • Max

Revenue
EBIT
Net Income
Details

Revenue, EBIT and Profit

Understanding Revenue, EBIT, and Income

Gain insights into Evercore, a comprehensive overview of its financial performance can be obtained by analyzing the Revenue, EBIT, and Income chart. Revenue represents the total income generated by Evercore from its primary operations, showcasing the company’s ability to attract and retain clients. EBIT, or Earnings Before Interest and Taxes, indicates the company’s operational profitability, free from the influence of tax and interest expenses. The Income section reflects Evercore’s net earnings, an ultimate measure of its financial health and profitability.

Yearly Analysis and Comparisons

Observe the yearly bars to understand the annual performance and growth of Evercore. Compare the Revenue, EBIT, and Income to evaluate the company’s efficiency and profitability. A higher EBIT compared to the previous year suggests an improvement in operational efficiency. Likewise, an increase in Income indicates enhanced overall profitability. Analyzing the year-to-year comparison assists investors in understanding the company’s growth trajectory and operational efficiency.

Utilizing Expectations for Investment

The expected values for the forthcoming years offer investors a glimpse into Evercore’s anticipated financial performance. Analyzing these projections alongside historical data aids in making informed investment decisions. Investors can gauge the potential risks and returns, aligning their investment strategies accordingly to optimize profitability and mitigate risks.

Investment Insights

Leveraging the comparison between Revenue and EBIT helps in assessing Evercore’s operational efficiency, while the Revenue and Income comparison reveals the net profitability after accounting for all expenses. Investors can derive valuable insights by meticulously analyzing these financial parameters, laying the foundation for strategic investment decisions aimed at capitalizing on Evercore’s growth potential.

Evercore Revenue, EBIT and net profit per share

DateEvercore RevenueEvercore EBITEvercore Net Income
2027e3.14 B undefined0 undefined0 undefined
2026e4.07 B undefined1.07 B undefined706.41 M undefined
2025e3.56 B undefined853.54 M undefined558.78 M undefined
2024e2.94 B undefined566.21 M undefined379.27 M undefined
20232.44 B undefined362.06 M undefined255.48 M undefined
20222.78 B undefined699.17 M undefined476.52 M undefined
20213.31 B undefined1.11 B undefined740.12 M undefined
20202.29 B undefined573.6 M undefined350.6 M undefined
20192.03 B undefined448.9 M undefined297.4 M undefined
20182.08 B undefined547.1 M undefined377.2 M undefined
20171.72 B undefined455.9 M undefined125.5 M undefined
20161.46 B undefined269.4 M undefined107.5 M undefined
20151.24 B undefined174.7 M undefined42.9 M undefined
2014931.4 M undefined181.6 M undefined86.9 M undefined
2013779.4 M undefined130.4 M undefined53.2 M undefined
2012657.7 M undefined67 M undefined28.8 M undefined
2011543.7 M undefined43.2 M undefined6.9 M undefined
2010398.7 M undefined40.3 M undefined8.9 M undefined
2009336.7 M undefined44.2 M undefined-1.6 M undefined
2008225.3 M undefined-3.3 M undefined-4.7 M undefined
2007340.1 M undefined-54.9 M undefined-34.5 M undefined
2006216.5 M undefined95.8 M undefined69.7 M undefined
2005125.6 M undefined66.5 M undefined63.2 M undefined
200486.3 M undefined51.9 M undefined49.8 M undefined

Evercore Income Statement, Balance Sheet, Cash Flow Statement

  • Simple

  • Expanded

  • Income Statement

  • Balance Sheet

  • Cashflow

 
REVENUE (B)REVENUE GROWTH (%)GROSS MARGIN (%)GROSS INCOME (B)EBIT (B)EBIT MARGIN (%)NET INCOME (M)NET INCOME GROWTH (%)DIV. ()DIV. GROWTH (%)SHARES (M)DOCUMENTS
200120022003200420052006200720082009201020112012201320142015201620172018201920202021202220232024e2025e2026e2027e
0.050.060.060.090.130.220.340.230.340.40.540.660.780.931.241.461.722.082.032.293.312.782.442.943.564.073.14
-26.093.4543.3345.3572.8057.41-33.8249.3318.4536.4320.9918.5719.5133.1917.4218.4120.77-2.5912.6744.73-16.00-12.1020.2321.3614.23-22.80
----100.0096.7694.4186.6792.8694.2296.5097.7298.2098.2898.6398.9098.8499.1499.0199.0499.0999.0398.81----
00000.130.210.320.20.310.380.520.640.770.921.221.441.72.062.012.263.282.752.410000
0.020.040.040.050.070.1-0.05-00.040.040.040.070.130.180.170.270.460.550.450.571.110.70.360.570.851.070
41.3060.3458.3359.3052.8043.98-15.88-1.3313.1010.057.9210.2016.6919.4414.0318.4826.3926.2722.0925.0833.6025.1614.8219.2823.9426.17-
193434496369-34-4-186285386421071253772973507404762553795587060
-78.95-44.1228.579.52-149.28-88.24-75.00-900.00-25.00366.6789.2962.26-51.16154.7616.82201.60-21.2217.85111.43-35.68-46.4348.6347.2326.52-
---------------------------
---------------------------
4.24.24.24.24.2510.213.115.52329.432.538.541.843.744.244.845.343.242.643.3241.0440.10000
---------------------------
Details

Keystats

Revenue and Growth

The Evercore Revenue and Revenue Growth are pivotal to understanding the company's financial health and operational efficiency. A consistent increase in revenue indicates a company’s ability to effectively market and sell its products or services, while the revenue growth percentage offers insights into the pace at which the company is expanding over the years.

Gross Margin

The Gross Margin is a crucial metric that showcases the percentage of revenue exceeding the cost of goods sold (COGS). A higher gross margin is indicative of a company’s efficiency in controlling its production costs, thereby promising potential profitability and financial stability.

EBIT and EBIT Margin

EBIT (Earnings Before Interest and Taxes) and EBIT Margin offer deep insights into a company’s profitability, excluding the impacts of interest and taxes. Investors often assess these metrics to gauge the operational efficiency and inherent profitability of a business, separate from its financial structure and tax environment.

Income and Growth

Net Income and its subsequent growth are quintessential for investors looking to understand a company’s profitability. Consistent income growth underscores a company’s ability to enhance its profitability over time, reflecting operational efficiency, strategic competitiveness, and financial health.

Shares Outstanding

Shares outstanding refer to the total number of shares a company has issued. It's instrumental in calculating key metrics like Earnings Per Share (EPS) which is pivotal for investors to evaluate a company’s profitability on a per-share basis, offering a more granular view of financial health and valuation.

Interpreting Year to Year Comparison

Comparing yearly data allows investors to identify trends, assess the company’s growth, and anticipate potential future performance. Analyzing how metrics like revenue, income, and margins change year over year can provide valuable insights into the company’s operational efficiency, competitiveness, and overall financial health.

Expectations and Predictions

Investors often juxtapose the current and past financial data with the market’s expectations. This comparison aids in assessing whether the Evercore is performing as anticipated, underperforming or outperforming the market predictions, providing pivotal data for investment decisions.

 
ASSETSCASH BALANCE (B)RECEIVABLES (M)OTHER REC. (M)INVENTORIES (M)OTHER CURRENT LIAB. (M)CURRENT ASSETS (B)TANGIBLE ASSETS (M)LONG-T. INVEST. (M)LONG-T. REC. (M)INTANGIBLE ASSETS (M)GOODWILL (M)OTHER NON-CURRENT ASSETS (M)NON-CURRENT ASSETS (B)TOTAL ASSETS (B)LIABILITIESCOMMON STOCK (k)ADDITIONAL PAID-IN CAPITAL (B)RETAINED EARNINGS (B)OTHER EQUITY (M)UNREAL. GAINS/LOSSES (M)EQUITY (B)LIABILITIES (M)PROVISIONS (B)OTHER SHORT-TERM LIAB. (M)SHORT-TERM DEBTS (M)LONG-TERM DEBT PORTION (M)SHORT-TERM REC. (B)LONG-T. LIAB. (M)DEFERRED TAXES (M)OTHER LIAB. (M)LONG-T. LIABILITIES (B)DEBT (B)TOTAL CAPITAL (B)
20042005200620072008200920102011201220132014201520162017201820192020202120222023
                                       
0.040.040.090.260.370.530.360.270.30.360.40.490.640.751.11.271.892.362.12.03
7.712.755.748.52328.151.657.693.191.6152.5194.1244.9200.9334.8348.8420.5365.76495.6457.01
4.5200000000000000025.2121.9125.75
00000000000000000000
3.22.880.2246.5210.3136.868.7161.9137.685.3132.760.643.150.548.970.363.644.4493.188.7
0.050.060.220.560.610.70.480.490.530.540.680.750.9311.481.692.372.82.712.61
1.92.34.410.18.18.214.921.429.827.842.54851.768.681.1326.8419.3411.92380.83516.07
16.916.81016.324.818.660.6108.9110.9114.1126.6126.7116.698.390.689.586.775.1843.0543.42
000000000000000.52.55.312.958.035.85
0023.195.47.649.240.935.426.769.54129.419.610.42.30.70.3400
00384232.849.8139177.8188.7189.3218.2166.5161134.2131.4130.8129.1128.25123.29125.49
07.14.356.762.3110.3153.3208.6253.7285306.7347.6378.1264330356.3355.2375.67359407.26
0.020.030.080.130.130.190.420.560.620.640.760.730.740.580.640.91110.911.1
0.070.080.30.690.740.890.91.041.151.181.451.481.661.582.132.63.373.83.623.7
                                       
00100100100200200300400400500600600600700700700748797821
000.110.210.280.340.40.580.650.80.951.211.371.61.822.022.272.462.863.16
000-0.04-0.05-0.06-0.06-0.08-0.08-0.06-0.02-0.030.020.080.360.560.81.421.771.89
51.351.50.10.6-5.1-3.8-4.2-12.1-9.1-10.8-20.4-34.5-50.1-31.4-30.4-27.6-9.8-12.09-27.94-26.54
00000000000000000000
0.050.050.110.170.220.280.340.490.570.730.911.151.341.652.152.553.063.874.65.03
4.412.18.911.38.110.212.617.817.918.437.143.930.734.137.939.73831.6328.8125.99
0.010.010.050.110.060.090.080.130.140.160.210.260.330.340.60.550.821.160.960.8
6.4476.8115.512.829.64432.429.156.36759.784.550.6167.1108.4785.2784.65
0087.1289.1284.7306.9178.7129.6120.875.6106.54431.23025.1260000
0.10.20000000000000038000
0.020.030.150.420.370.420.290.30.320.280.390.410.460.460.750.671.061.31.070.91
0.30.20095.396.698.199.7101.4103.2127.8141.8184.6175.1168.6375.1338.5376.24371.77373.89
000.13.40000000000000000
000.846.846.782.5120.4152.9182.5193.4217.5222.1230.9149.3199.4428.6479.1494452.2636.86
0000.050.140.180.220.250.280.30.350.360.420.320.370.80.820.870.821.01
0.020.030.150.470.510.60.510.560.60.580.730.770.880.791.121.471.882.171.891.92
0.070.080.260.640.730.870.841.041.171.311.641.922.222.443.274.024.946.036.56.95
Details

Balance Sheet

Understanding the Balance Sheet

The balance sheet of Evercore provides a detailed financial snapshot, revealing the company's assets, liabilities, and equity at a specific point in time. Analyzing these components is crucial for investors looking to understand Evercore's financial health and stability.

Assets

Evercore's assets represent everything the company owns or controls that has monetary value. These are categorized into current and non-current assets, offering insights into the company's liquidity and long-term investments.

Liabilities

Liabilities are obligations that Evercore must settle in the future. Analyzing the ratio of liabilities to assets provides insights into the company's financial leverage and risk exposure.

Equity

Equity refers to the residual interest in the assets of Evercore after deducting liabilities. It represents the owners’ claim on the company’s assets and earnings.

Year-to-Year Analysis

Comparing balance sheet figures year-to-year allows investors to identify trends, growth patterns, and potential financial risks, facilitating informed investment decisions.

Interpreting the Data

Detailed analysis of assets, liabilities, and equity can provide investors with comprehensive insights into Evercore's financial standing, aiding in investment evaluations and risk assessments.

 
NET INCOME (M)DEPRECIATION (M)DEFERRED TAXES (M)CHANGES IN WORKING CAPITAL (M)NON-CASH ITEM (B)PAID INTEREST (M)PAID TAXES (M)NET CASH FLOW FROM OPERATING ACTIVITIES (B)CAPITAL EXPENDITURES (M)CASH FLOW FROM INVESTING ACTIVITIES (M)CASH FLOW FROM OTHER INVESTING ACTIVITIES (M)INTEREST INCOME AND EXPENSES (M)NET DEBT CHANGE (M)NET CHANGE IN EQUITY (M)CASH FLOW FROM FINANCING ACTIVITIES (M)CASH FLOW FROM OTHER FINANCING ACTIVITIES (M)TOTAL DIVIDENDS PAID (M)NET CHANGE IN CASH FLOW (M)FREE CASH FLOW (M)SHARE-BASED COMPENSATION (M)
200320042005200620072008200920102011201220132014201520162017201820192020202120222023
34496369-67-901710397210757148179442353412868531285
00041745112018161829252629353028282
000-1-5-25211-82014-310148-4-1013290-2
-401-2662-159-3915-5-23-3938-34-3172-2638417-561-354
-0.01-000.020.280.070.130.110.190.230.230.230.450.530.410.60.750.810.8611.04
00071827232117131213161419171623171616
01362381191495718471061288615511119121774
0.020.050.070.060.150.020.090.050.150.160.20.220.370.420.510.850.50.981.380.530.46
0-1-1-2-6-1-2-8-8-13-4-13-16-18-31-33-70-53-27-23-20
40-2-6-7-112-42-43-7724-825-26-46-54-212-373-483-70531315
51-1-30-111-40-35-6838-438-9-27-23-179-302-430-67733635
000000000000000000000
000-6011900-8-1-7-9-1132-22-20196-9-10-10-10
0008841-766-3727-67-102-156-154-174-304-315-333-147-729-550-391
-24-25-63-26-1090-14-66-25-110-149-179-234-238-419-452-290-307-925-735-557
-24-25-63200-522-6-1-924-23-44-36-40-56-44-66-47-26
000-111-51-22-28-31-38-40-30-38-46-51-56-77-96-106-118-127-127
-221027128-1730-65417639539611241182-156194-25084-66
17.245.665.757.5139.417.185.836.4139.1146.3194.2202.5351.5403.5475.9816.3433.9925.11,356.93508.19437.91
000000000000000000000

Evercore stock margins

The Evercore margin analysis displays the gross margin, EBIT margin, as well as the profit margin of Evercore. The EBIT margin (EBIT/sales) indicates the percentage of sales that remains as operating profit. The profit margin shows the percentage of sales that remains for Evercore.
  • 3 years

  • 5 years

  • 10 years

  • 25 Years

  • Max

Gross margin
EBIT margin
Profit margin
Details

Margin

Understanding Gross Margin

The gross margin, expressed as a percentage, delineates the gross profit made from the Evercore's sales revenue. A higher gross margin percentage indicates that the Evercore retains more revenue after accounting for the costs of goods sold. Investors use this metric to gauge financial health and operational efficiency, as well as to compare it with competitors and industry averages.

EBIT Margin Analysis

EBIT margin represents the Evercore's earnings before interest and taxes. Analyzing the EBIT margin over different years provides insights into the operational profitability and efficiency, excluding the effects of financial leverage and tax structure. A growing EBIT margin over the years signifies improving operational performance.

Revenue Margin Insights

The revenue margin demonstrates the Evercore's total revenue generated. When comparing the revenue margin year over year, investors can gauge the Evercore's growth and market expansion. It is essential to compare the revenue margin with the gross and EBIT margins to understand the cost and profit structures better.

Interpreting Expectations

The expected values for gross, EBIT, and revenue margins provide future financial outlook of the Evercore. Investors should compare these expectations with historical data to understand potential growth and risk factors. It is crucial to consider the underlying assumptions and methodologies used in projecting these expected values to make informed investment decisions.

Comparative Analysis

Comparing the gross, EBIT, and revenue margins, both yearly and over multiple years, enables investors to perform a comprehensive analysis of the Evercore's financial health and growth prospects. Evaluating the trends and patterns in these margins helps in identifying strengths, weaknesses, and potential investment opportunities.

Evercore Margin History

Evercore Gross marginEvercore Profit marginEvercore EBIT marginEvercore Profit margin
2027e98.81 %0 %0 %
2026e98.81 %26.17 %17.36 %
2025e98.81 %23.96 %15.68 %
2024e98.81 %19.29 %12.92 %
202398.81 %14.82 %10.46 %
202299.02 %25.16 %17.15 %
202199.12 %33.59 %22.38 %
202099.06 %25.1 %15.34 %
201999.01 %22.13 %14.66 %
201899.15 %26.27 %18.11 %
201798.84 %26.44 %7.28 %
201698.85 %18.49 %7.38 %
201598.64 %14.09 %3.46 %
201498.34 %19.5 %9.33 %
201398.2 %16.73 %6.83 %
201297.67 %10.19 %4.38 %
201196.43 %7.95 %1.27 %
201094.28 %10.11 %2.23 %
200992.78 %13.13 %-0.48 %
200886.55 %-1.46 %-2.09 %
200794.56 %-16.14 %-10.14 %
200696.86 %44.25 %32.19 %
2005100 %52.95 %50.32 %
200498.81 %60.14 %57.71 %

Evercore Stock Sales Revenue, EBIT, Earnings per Share

The Evercore earnings per share therefore indicates how much revenue Evercore has generated per share in a given period. The earnings before interest and taxes per share shows how much of the operating profit corresponds to each share. The earnings per share indicates how much of the profit belongs to each share.
  • 3 years

  • 5 years

  • 10 years

  • 25 Years

  • Max

Sales per Share
EBIT per share
Earnings per Share
Details

Revenue, EBIT and Earnings per share

Revenue Per Share

Revenue per share represents the total revenue Evercore earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates Evercore's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of Evercore’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating Evercore's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Evercore Revenue, EBIT and net profit per share

DateEvercore Sales per ShareEvercore EBIT per shareEvercore Earnings per Share
2027e81.95 undefined0 undefined0 undefined
2026e106.16 undefined0 undefined18.42 undefined
2025e92.93 undefined0 undefined14.57 undefined
2024e76.58 undefined0 undefined9.89 undefined
202360.92 undefined9.03 undefined6.37 undefined
202267.72 undefined17.04 undefined11.61 undefined
202176.34 undefined25.65 undefined17.08 undefined
202053.65 undefined13.46 undefined8.23 undefined
201946.96 undefined10.39 undefined6.88 undefined
201845.97 undefined12.08 undefined8.33 undefined
201738.49 undefined10.18 undefined2.8 undefined
201632.96 undefined6.1 undefined2.43 undefined
201528.38 undefined4 undefined0.98 undefined
201422.28 undefined4.34 undefined2.08 undefined
201320.24 undefined3.39 undefined1.38 undefined
201220.24 undefined2.06 undefined0.89 undefined
201118.49 undefined1.47 undefined0.23 undefined
201017.33 undefined1.75 undefined0.39 undefined
200921.72 undefined2.85 undefined-0.1 undefined
200817.2 undefined-0.25 undefined-0.36 undefined
200733.34 undefined-5.38 undefined-3.38 undefined
200643.3 undefined19.16 undefined13.94 undefined
200529.9 undefined15.83 undefined15.05 undefined
200420.55 undefined12.36 undefined11.86 undefined

Evercore business model

Evercore Inc is an American investment bank that focuses on the areas of investment banking, wealth management, and asset management. The company was founded in 1995 and is headquartered in New York City. History Evercore was founded by Roger Altman and has since grown into one of the leading independent investment banking companies worldwide. Altman previously served as Deputy Secretary of the Treasury and a board member of The Blackstone Group. Altman also chaired the unit committee for the restructuring of Long-Term Capital Management. Business model Evercore's business model is based on providing investment banking services such as mergers and acquisitions, equity offerings, and debt offerings. Additionally, the company also offers wealth management services, which include asset management, wealth planning, and financial planning. Evercore Asset Management also offers various investment products such as private equity, hedge funds, and traditional investment funds. Divisions Evercore is divided into four main divisions, namely investment banking, institutional equities, private funds group, and wealth management. Investment Banking Evercore Investment Banking offers a wide range of services including mergers and acquisitions, equity offerings, debt offerings, and advisory services. The company specializes in the energy, mining, technology, consumer goods, and healthcare sectors. Evercore is particularly known for its work in healthcare and technology sector mergers and acquisitions. Institutional Equities Evercore Institutional Equities provides institutional clients with access to equity research and trading. The company aims to provide personalized and intelligent investment strategies to its clients based on sound analysis from both Evercore and third parties. Private Funds Group Evercore Private Funds Group provides institutional clients with access to alternative investment products such as private equity, hedge funds, and traditional investment funds. The company focuses on the needs of clients seeking alpha-generating investments (excess returns). Wealth Management Evercore Wealth Management offers comprehensive financial and asset management services to clients, covering various aspects such as asset allocation, financial planning, tax planning, and estate planning. Evercore understands that the goal of clients is to grow their wealth and achieve their financial goals. Products Evercore offers a variety of products and services, including: - Mergers and acquisitions - Equity offerings - Debt offerings - Asset management - Investment products such as private equity, hedge funds, and traditional investment funds. Conclusion Evercore is an established investment banking company with a wide range of services and products. The company specializes in investment banking, wealth management, and asset management, and is renowned for its exceptional work in mergers and acquisitions, particularly in the healthcare and technology sectors. Evercore places great emphasis on providing high-quality service and customer-centric solutions. Evercore is one of the most popular companies on Eulerpool.com.

Evercore SWOT Analysis

Strengths

Evercore Inc possesses several strengths that contribute to its success in the market. These include:

  • Strong brand reputation for providing high-quality financial advisory services
  • Well-established global presence, enabling access to a diverse client base
  • Experienced and talented team of professionals with expertise in various sectors
  • Solid financial position and resources to invest in research and development

Weaknesses

Despite its strengths, Evercore Inc also faces certain weaknesses that may hinder its growth and performance. These include:

  • Relatively smaller market share compared to some of its competitors
  • Dependency on a limited number of key clients, creating a potential concentration risk
  • Less diversified revenue streams compared to larger financial institutions
  • Higher operational costs due to the need for specialized expertise

Opportunities

There are several opportunities that Evercore Inc can leverage to further expand and improve its business:

  • Increasing demand for financial advisory services in emerging markets
  • Growing trend of mergers and acquisitions in various industries
  • Rapid technological advancements providing opportunities for innovation
  • Potential for strategic partnerships and alliances to enhance market reach

Threats

Evercore Inc operates in a dynamic and competitive market, and as such, faces certain threats:

  • Intense competition from large investment banks and financial advisory firms
  • Potential economic downturns affecting client demand for advisory services
  • Regulatory changes and compliance requirements impacting operations
  • Unforeseen market fluctuations and volatility affecting investment decisions

Evercore Eulerpool Fair Value

Details

Fair Value

Understanding Fair Value

The fair value of a stock provides insights into whether the stock is currently undervalued or overvalued. It is calculated based on profit, revenue, or dividends and offers a comprehensive perspective of the stock’s intrinsic value.

Income-Based Fair Value

This is calculated by multiplying the earnings per share by the average P/E ratio of the selected past years for smoothing. If the fair value is higher than the current market price, it suggests that the stock is undervalued.

Example 2022

Fair Value Profit 2022 = Earnings per Share 2022 / Average P/E Ratio 2019 - 2021 (3 Years Smoothing)

Revenue-Based Fair Value

It is derived by multiplying the revenue per share by the average price-to-sales ratio of the selected past years for smoothing. An undervalued stock is identified if the fair value exceeds the ongoing market price.

Example 2022

Fair Value Revenue 2022 = Revenue per Share 2022 / Average PSR 2019 - 2021 (3 Years Smoothing)

Dividend-Based Fair Value

This value is determined by dividing the dividend per share by the average dividend yield of the selected past years for smoothing. A higher fair value than the market price indicates an undervalued stock.

Example 2022

Fair Value Dividend 2022 = Dividend per Share 2022 * Average Dividend Yield 2019 - 2021 (3 Years Smoothing)

Expectations and Forecasts

Future expectations provide potential trajectories for stock prices and aid investors in decision-making. The expected values are forecasted figures of fair value, taking into account the growth or decline trends of profit, revenue, or dividend.

Comparative Analysis

Comparing the fair value based on profit, revenue, and dividend provides a holistic overview of the stock’s financial health. Observing the annual and per-annual variations contributes to understanding the consistency and reliability of stock performance.

Evercore historical P/E ratio, EBIT multiple, and P/S ratio

Evercore shares outstanding

The number of shares was Evercore in 2023 — This indicates how many shares 40.099 M is divided into. Since shareholders are the owners of a company, each share represents a small portion of the company's ownership.
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Number of stocks
Details

Revenue, EBIT and Earnings per share

Revenue Per Share

Revenue per share represents the total revenue Evercore earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates Evercore's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of Evercore’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating Evercore's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Evercore dividend history and estimates

In 2023, Evercore paid a dividend amounting to 3 USD. Dividend means that Evercore distributes a portion of its profits to its owners.
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Dividend
Dividend (Estimate)
Details

Dividend

Dividend Overview

The dividend per year chart for Evercore provides a comprehensive view of the annual dividends distributed to shareholders. Analyze the trend to understand the consistency and growth in dividend payouts over the years.

Interpretation and Use

A consistent or increasing trend in dividends can indicate the company's profitability and financial health. Investors can use this data to identify Evercore’s potential for long-term investment and income generation through dividends.

Investment Strategy

Incorporate the dividend data in evaluating Evercore's overall performance. A thorough analysis, considering other financial aspects, will help in making informed investment decisions for optimal capital growth and income generation.

Evercore Dividend History

DateEvercore Dividend
2027e3.73 undefined
2026e3.72 undefined
2025e3.72 undefined
2024e3.74 undefined
20233 undefined
20222.84 undefined
20212.65 undefined
20202.35 undefined
20192.24 undefined
20181.9 undefined
20171.42 undefined
20161.27 undefined
20151.15 undefined
20141.31 undefined
20131.16 undefined
20120.82 undefined
20110.74 undefined
20100.63 undefined
20090.51 undefined
20080.48 undefined
20070.41 undefined

Evercore dividend payout ratio

In 2023, Evercore had a payout ratio of 22.84%. The payout ratio indicates the percentage of the company's profits that Evercore distributes as dividends.
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Payout ratio
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Payout ratio

What is Yearly Payout Ratio?

The yearly payout ratio for Evercore represents the proportion of earnings paid out as dividends to shareholders. It is an indicator of the company's financial health and stability, illustrating how much profit is being returned to investors versus being reinvested back into the company.

How to Interpret the Data

A lower payout ratio for Evercore could mean that the company is reinvesting more into its growth, whereas a higher ratio indicates more earnings are being distributed as dividends. Investors seeking regular income might prefer companies with a higher payout ratio, while those looking for growth may opt for companies with a lower ratio.

Using the Data for Investments

Evaluate Evercore's payout ratio in conjunction with other financial metrics and performance indicators. A sustainable payout ratio, coupled with strong financial health, can indicate a reliable dividend payout. However, a very high ratio might suggest the company is not sufficiently reinvesting in its future growth.

Evercore Payout Ratio History

DateEvercore Payout ratio
2027e21.95 %
2026e22.17 %
2025e22.75 %
2024e20.94 %
202322.84 %
202224.46 %
202115.51 %
202028.55 %
201932.51 %
201822.78 %
201750.71 %
201652.26 %
2015117.35 %
201462.98 %
201384.06 %
201292.13 %
2011321.74 %
2010165.79 %
2009-510 %
2008-133.33 %
2007-12.13 %
200622.84 %
200522.84 %
200422.84 %
Unfortunately, there are currently no price targets and forecasts available for Evercore.

Evercore latest earnings and earnings surprises

DateEPS EstimateEPS ActualQuarterly report
6/30/20241.64 1.81  (10.12 %)2024 Q2
3/31/20242.11 2.13  (0.81 %)2024 Q1
12/31/20231.69 2.02  (19.66 %)2023 Q4
9/30/20231.2 1.3  (8.25 %)2023 Q3
6/30/20231.29 0.96  (-25.5 %)2023 Q2
3/31/20232.14 2.16  (0.94 %)2023 Q1
12/31/20222.61 3.5  (34.02 %)2022 Q4
9/30/20221.38 2.2  (58.86 %)2022 Q3
6/30/20221.5 2.46  (64.45 %)2022 Q2
3/31/20223.13 3.79  (21.05 %)2022 Q1
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Eulerpool ESG Scorecard© for the Evercore stock

Eulerpool World ESG Rating (EESG©)

61/ 100

🌱 Environment

46

👫 Social

89

🏛️ Governance

48

Environment

Scope 1 - Direct Emissions
Scope 2 - Indirect emissions from purchased energy
Scope 3 - Indirect emissions within the value chain
Total CO₂ emissions
CO₂ reduction strategy
Coal energy
Nuclear power
Animal experiments
Fur & Leather
Pesticides
Palm Oil
Tobacco
Genetically modified organisms
Climate concept
Sustainable forestry
Recycling regulations
Environmentally friendly packaging
Hazardous substances
Fuel consumption and efficiency
Water consumption and efficiency

Social

Percentage of female employees34
Percentage of women in management
Percentage of Asian employees
Share of Asian management
Percentage of Hispanic/Latino employees
Hispano/Latino Management share
Percentage of Black employees
Black Management Share
Percentage of white employees
White Management Share
Adult content
Alcohol
Weapons
Firearms
Gambling
Military contracts
Human rights concept
Privacy concept
Occupational health and safety
Catholic

Governance (Corporate Governance)

Environmental reporting
Stakeholder Engagement
Call Back Policies
Antitrust law

The Eulerpool ESG Scorecard© is the strictly copyrighted intellectual property of Eulerpool Research Systems. Any unauthorized use, imitation, or infringement will be actively pursued and may lead to significant legal consequences. For licenses, collaborations, or usage rights, please contact us directly via our contact form. Contact Form to us.

Evercore shareholders

%
Name
Stocks
Change
Date
9.61645 % The Vanguard Group, Inc.3,686,948-119,93912/31/2023
7.54990 % BlackRock Institutional Trust Company, N.A.2,894,6329,91312/31/2023
5.30784 % Hyman (Edward S)2,035,025-27,5232/16/2024
4.32574 % Boston Partners1,658,488165,37512/31/2023
3.46179 % Millennium Management LLC1,327,251291,69812/31/2023
2.76089 % MFS Investment Management1,058,525-12,39012/31/2023
2.75493 % State Street Global Advisors (US)1,056,24011,66312/31/2023
2.72009 % JP Morgan Asset Management1,042,884-148,13012/31/2023
2.24005 % Dimensional Fund Advisors, L.P.858,837-39,54512/31/2023
1.87450 % Fuller & Thaler Asset Management Inc.718,684-3,87912/31/2023
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5
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Evercore Executives and Management Board

Mr. John Weinberg66
Evercore Chairman of the Board, Chief Executive Officer (since 2016)
Compensation 15.18 M
Mr. Roger Altman77
Evercore Senior Chairman of the Board, Founder (since 2016)
Compensation 8.94 M
Mr. Ralph Schlosstein
Evercore Chairman Emeritus (since 2009)
Compensation 7.68 M
Mr. Edward Hyman78
Evercore Vice Chairman, Chairman of Evercore ISI
Compensation 4.47 M
Mr. Jason Klurfeld50
Evercore General Counsel, Corporate Secretary
Compensation 4.11 M
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Evercore Supply Chain

NameRelationshipTwo-week correlationOne-month correlationThree-Month CorrelationSix-Month CorrelationOne Year CorrelationTwo-Year Correlation
SupplierCustomer0,790,02-0,080,170,890,60
SupplierCustomer0,680,34-0,150,120,880,97
SupplierCustomer0,660,410,210,280,320,06
SupplierCustomer0,660,580,400,050,910,30
SupplierCustomer0,630,590,35-0,360,860,94
SupplierCustomer0,60-0,290,430,370,920,94
SupplierCustomer0,400,400,54-0,250,910,96
Takeda Pharmaceutical Company Limited Stock
Takeda Pharmaceutical Company Limited
SupplierCustomer0,12-0,220,040,39--
SupplierCustomer0,110,38-0,210,070,760,93
SupplierCustomer-0,020,270,440,560,880,96
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Most common questions regarding Evercore

What values and corporate philosophy does Evercore represent?

Evercore Inc is a renowned financial services firm that upholds strong values and a unique corporate philosophy. The company is committed to providing exceptional advisory services based on integrity, trust, and accountability. With a focus on client-centric solutions, Evercore prioritizes long-term relationships and seeks to deliver value through its expertise in strategic, financial, and capital markets advice. By fostering a culture of collaboration and diligence, Evercore strives to promote innovative thinking and superior execution in all its endeavors. Through its robust network of professionals, Evercore aims to deliver comprehensive and unbiased guidance, positioning itself as a trusted partner in navigating complex financial landscapes.

In which countries and regions is Evercore primarily present?

Evercore Inc is primarily present in various countries and regions across the globe. The company has a significant presence in the United States, where it is headquartered in New York City. Apart from its strong presence in the US, Evercore Inc also operates in key international markets such as Europe, Asia, and South America. With offices and operations spanning across major financial centers, Evercore Inc serves clients globally, offering a wide range of investment banking and advisory services.

What significant milestones has the company Evercore achieved?

Evercore Inc, a renowned investment banking advisory firm, has achieved several significant milestones throughout its history. Notably, it has been consistently recognized as a leader in its industry, providing exceptional financial advisory services to clients globally. Evercore Inc has successfully completed numerous high-profile transactions, including mergers, acquisitions, and divestitures for prominent companies. The company's commitment to excellence and client satisfaction has garnered it prestigious awards and rankings. Evercore Inc's strong reputation and extensive network of professionals have allowed it to maintain strong relationships with clients and partners, enabling sustainable growth and continued success.

What is the history and background of the company Evercore?

Evercore Inc is a global independent investment banking advisory firm. It was founded in 1995 and is headquartered in New York City. The company provides a wide range of services, including strategic advisory, restructuring, and asset management to corporations, institutions, and governments worldwide. Evercore Inc has a strong track record of success and a reputation for delivering high-quality and unbiased advice to its clients. With a team of experienced professionals and a global network, Evercore Inc has established itself as a leading player in the investment banking industry.

Who are the main competitors of Evercore in the market?

The main competitors of Evercore Inc in the market are investment banks such as Goldman Sachs, JPMorgan Chase, and Morgan Stanley. These prominent financial institutions also offer a wide range of investment banking services and compete with Evercore Inc in areas such as mergers and acquisitions, corporate advisory, and capital markets. As an acclaimed provider of independent financial advisory services, Evercore Inc faces competitive pressures from these established players in the market.

In which industries is Evercore primarily active?

Evercore Inc is primarily active in the financial industry providing investment banking and advisory services to clients globally.

What is the business model of Evercore?

Evercore Inc, a leading global independent investment banking advisory firm, operates with a well-defined business model. The company provides its clients with a range of financial advisory services, including merger and acquisition advisory, restructuring and recapitalization advisory, strategic advisory, and capital markets advisory. Evercore excels in delivering high-quality, unbiased advice and innovative solutions to corporations, governments, and institutions worldwide. With a focus on building long-term relationships and providing exceptional client service, Evercore consistently aims to create value and drive success for its clients.

What is the P/E ratio of Evercore 2024?

The Evercore P/E ratio is 26.3.

What is the P/S ratio of Evercore 2024?

The Evercore P/S ratio is 3.4.

What is the AlleAktien quality score of Evercore?

The AlleAktien quality score for Evercore is 6/10.

What is the revenue of Evercore 2024?

The expected Evercore revenue is 2.94 B USD.

How high is the profit of Evercore 2024?

The expected Evercore profit is 379.27 M USD.

What is the business model of Evercore

Evercore Inc is a globally operating investment company that offers its clients advisory services in mergers and acquisitions (M&A), restructuring, capital markets, and real estate. The company was founded in 1995 and is headquartered in New York City. Evercore has a strong presence in the markets of North America, South America, Europe, and Asia. The company utilizes its deep local knowledge and relationships with locally operating companies to offer its clients the best advisory services. The firm is divided into three business segments: 1. Investment Banking Evercore has strong expertise in advising on mergers and acquisitions, restructuring, capital markets, and debt and equity issuance. The company provides services in various industries such as healthcare, energy and electricity, technology, media and telecommunications, real estate, and industry. 2. Investment Management Evercore offers its clients a wide range of investment strategies and products tailored to the needs of individual and institutional customers. The investment products offered include hedge funds, equity and bond funds, and alternative investment strategies. 3. Wealth Management Evercore Wealth Management is a separate company within the Evercore Group that focuses on the asset management of high-net-worth individuals and families. The company works closely with its clients to provide customized solutions for their unique requirements. Evercore is known for its top-notch advisory services tailored to the needs of its clients. The company aims to gain deep industry knowledge and business dynamics of its clients to provide tailored solutions that meet their specific needs. Evercore is committed to providing excellent customer service and personal support to build long-term relationships. Evercore is committed to remaining the industry leader and the firm of choice by focusing on strengthening its core services through strategic growth and exploring new markets and customers. The company is constantly looking for opportunities to expand its business and improve its services. In addition to its advisory services and investment products, Evercore also offers a variety of research and analysis reports tailored to the needs of its clients. The company leverages its deep industry knowledge to provide its clients with deep insights into various industries and business sectors. Evercore Inc aims to be a leading investment company that provides top-notch advisory services and personal support for its clients. The company achieves success through its deep industry knowledge, local knowledge and relationships with its clients, and its ability to provide customized solutions tailored to the unique needs of its clients. Answer: Evercore Inc is a globally operating investment company that offers its clients advisory services in mergers and acquisitions, restructuring, capital markets, and real estate. It has a strong presence in North America, South America, Europe, and Asia. The company is divided into three segments: Investment Banking, Investment Management, and Wealth Management. It aims to provide tailored solutions and excellent customer service to build long-term relationships. Evercore strives to remain an industry leader through strategic growth and expanding its services. Additionally, it offers research and analysis reports tailored to its clients' needs.

What is the Evercore dividend?

Evercore pays a dividend of 2.84 USD distributed over 4 payouts per year.

How often does Evercore pay dividends?

Evercore pays out a dividend 4 times a year.

What is the Evercore ISIN?

The ISIN of Evercore is US29977A1051.

What is the Evercore WKN?

The WKN of Evercore is A0KEXP.

What is the Evercore ticker?

The ticker of Evercore is EVR.

How much dividend does Evercore pay?

Over the past 12 months, Evercore paid a dividend of 3 USD . This corresponds to a dividend yield of about 1.21 %. For the coming 12 months, Evercore is expected to pay a dividend of 3.72 USD.

What is the dividend yield of Evercore?

The current dividend yield of Evercore is 1.21 %.

When does Evercore pay dividends?

Evercore pays a quarterly dividend. This is distributed in the months of December, March, June, September.

How secure is the dividend of Evercore?

Evercore paid dividends every year for the past 0 years.

What is the dividend of Evercore?

For the upcoming 12 months, dividends amounting to 3.72 USD are expected. This corresponds to a dividend yield of 1.49 %.

In which sector is Evercore located?

Evercore is assigned to the 'Finance' sector.

Wann musste ich die Aktien von Evercore kaufen, um die vorherige Dividende zu erhalten?

To receive the latest dividend of Evercore from 9/13/2024 amounting to 0.8 USD, you needed to have the stock in your portfolio before the ex-date on 8/30/2024.

When did Evercore pay the last dividend?

The last dividend was paid out on 9/13/2024.

What was the dividend of Evercore in the year 2023?

In the year 2023, Evercore distributed 2.84 USD as dividends.

In which currency does Evercore pay out the dividend?

The dividends of Evercore are distributed in USD.

All fundamentals about Evercore

Our stock analysis for Evercore Revenue stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of Evercore Revenue. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.