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Evercore Inc.NYSE:EVR Stock Report

Market Cap US$14.1b
Share Price
US$335.38
US$435
22.9% undervalued intrinsic discount
1Y43.9%
7D5.1%
Portfolio Value
View

Evercore Inc.

NYSE:EVR Stock Report

Market Cap: US$14.1b

Evercore (EVR) Stock Overview

Operates as an independent investment banking firm in the Americas, Europe, Middle East, Africa, and Asia-Pacific. More details

EVR fundamental analysis
Snowflake Score
Valuation2/6
Future Growth1/6
Past Performance5/6
Financial Health5/6
Dividends4/6

Rewards

Risk Analysis

EVR passed our risk checks.

EVR Community Fair Values

Create Narrative

See what 28 others think this stock is worth. Follow their fair value or set your own to get alerts.

Evercore Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Evercore
Historical stock prices
Current Share PriceUS$335.38
52 Week HighUS$388.71
52 Week LowUS$217.19
Beta1.49
1 Month Change-0.75%
3 Month Change-7.40%
1 Year Change43.94%
3 Year Change210.74%
5 Year Change128.37%
Change since IPO1,249.62%

Recent News & Updates

Narrative Update May 02

EVR: M&A Cycle Recovery Is Expected To Support Future Upside

Evercore's updated analyst price target has moved to $435. This reflects a blend of recent Street revisions as analysts factor in more moderate revenue growth assumptions, slightly firmer profit margins, and a lower projected future P/E.

Recent updates

Narrative Update May 02

EVR: M&A Cycle Recovery Is Expected To Support Future Upside

Evercore's updated analyst price target has moved to $435. This reflects a blend of recent Street revisions as analysts factor in more moderate revenue growth assumptions, slightly firmer profit margins, and a lower projected future P/E.
Narrative Update Apr 18

EVR: Higher P/E Will Face Ongoing Dealmaking And Market Risk

Evercore's updated analyst price targets have shifted within a wide recent range that includes both increases, such as the $39 and $20 raises, and reductions of up to $55. Analysts cited changing expectations for investment banking volumes, deal cycles and broader market risk as key drivers.
Narrative Update Apr 04

EVR: Higher Future P/E And M&A Cycle Are Expected To Drive Upside

Evercore's analyst fair value estimate has been adjusted from $447.00 to $435.00. This reflects recent cuts to Street price targets as analysts weigh firm wide M&A prospects against softer profit margin assumptions and a higher future P/E of 23.65x.
Narrative Update Mar 20

EVR: Higher P/E Will Rely On Resilient Dealmaking Through Volatile Cycle

The analyst price target for Evercore is adjusted to $310 from $320, as analysts factor in mixed revisions across recent research, including lower Street targets, as well as updated assumptions for revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent Street research on Evercore shows a split view, with some firms trimming price targets and others raising them or initiating with a bullish stance.
Narrative Update Mar 06

EVR: Middle East Expansion And Higher Future P/E Will Shape Bullish Setup

Narrative Update on Evercore The analyst price target for Evercore has increased by $20, with analysts citing updated assumptions on the discount rate, slightly stronger revenue growth, stable profit margins, and a higher future P/E multiple as the main factors behind this change. Analyst Commentary Recent Street research shows a mix of views on Evercore, but the most recent actions include several higher price targets and a fresh positive initiation.
Narrative Update Feb 20

EVR: Middle East Expansion And Margin Outlook Will Shape Bullish Setup

The analyst price target for Evercore has increased from $413 to $447, with analysts citing updated assumptions on discount rates, profit margins, and future P/E as the key factors behind this change. Analyst Commentary Recent research on Evercore reflects a generally constructive tone, with several bullish analysts updating their models and price targets in response to refreshed assumptions on earnings power, valuation, and execution.
Narrative Update Feb 06

EVR: Higher P/E Expectations Will Test Execution As Dealmaking Cycle Evolves

Narrative Update on Evercore Our analyst price target for Evercore has been raised from about $286 to about $320. This reflects the recent series of higher Street targets from firms such as UBS, Morgan Stanley, Keefe Bruyette, Wolfe Research, and BofA, and incorporates updated assumptions on discount rate, revenue growth, margins, and future P/E.
Narrative Update Jan 22

EVR: Elevated Expectations Will Challenge Execution As Dealmaking Outlook Improves

Our analyst fair value estimate for Evercore has shifted to US$285.94 from US$230.00. This reflects higher Street price targets and generally positive analyst commentary on the firm's outlook, including its role in favored subsectors and recent views on an improving dealmaking environment.
Narrative Update Jan 08

EVR: Middle East Expansion And Sector Theme Inclusion Will Shape Balanced Outlook

Analysts have lifted their price target on Evercore from US$365 to US$413, reflecting updated assumptions on the discount rate, revenue growth, profit margins, and future P/E. This follows recent research that places the stock among preferred names in the sector and maintains generally positive views on dealmaking conditions.
Seeking Alpha Jan 04

Evercore: Large Ticket Deals Still Going Strong Into Q4

Summary Large ticket deals did well and are seeming a still strong area for the Q4 which benefits Evercore. Hiring continues to be strong which promises some good operating leverage in incoming quarters. Non-M&A advisory is still heavily represented meaning there could be good latent demand from traditional M&A, especially from the incoming PE resurgence in dealmaking. It's more advisory skewed than some of its peers, and seems to be trading at the same associated advisory multiple as Lazard when its multiple is de-blended. PE recovery is more mid-market focused according to the data so maybe slightly cheaper mid-market peers are a better pick, but EVR is getting much better growth than these comps. Read the full article on Seeking Alpha
Narrative Update Dec 19

EVR: Accelerating Deal Activity Will Support Earnings Amid Compensation And Seasonality Risks

Analysts have trimmed their average price target on Evercore by about $23 to reflect modestly lower growth assumptions, even as they emphasize the firm's improving profitability and attractive leverage to a strengthening M&A backdrop. Analyst Commentary Analyst commentary on Evercore remains broadly constructive, with most viewing the recent price target resets as a recalibration rather than a change in fundamental thesis.
Narrative Update Dec 05

EVR: Accelerating M&A Cycle Will Offset Compensation And Seasonality Headwinds

Analysts have modestly reduced their price target on Evercore by revising assumptions, including a slightly higher discount rate, to reflect nearer term headwinds around compensation and seasonality. They are still highlighting attractive valuation and leverage to an improving M&A cycle, with targets now clustered in the high $300s per share range.
Narrative Update Nov 21

EVR: Accelerating M&A Cycle Will Drive Stronger Performance Ahead

Evercore’s analyst price target has decreased slightly from $355.88 to $347.88. This reflects analysts’ cautious view amid recent earnings volatility and a mixed forward outlook, despite ongoing optimism regarding the improving dealmaking environment and the firm’s strategic position.
Narrative Update Nov 01

EVR: Dealmaking Recovery Will Drive Share Price Upside In Coming Years

Evercore's analyst price target has been lowered from $378.29 to $355.88, as analysts cite mixed forward commentary and softer growth assumptions despite ongoing optimism regarding the dealmaking landscape. Analyst Commentary Recent research provides a range of perspectives on Evercore's performance and outlook, reflecting both optimism and caution in the current dealmaking environment.
Narrative Update Oct 18

Robey Warshaw Acquisition Will Expand Global Advisory Footprint

Evercore's analyst price target has increased from $369 to $378.29. Analysts cite strong advisory revenue, enhanced growth prospects, and favorable conditions in the accelerating M&A cycle as key drivers for the upward revision.
Narrative Update Oct 04

Robey Warshaw Acquisition Will Expand Global Advisory Footprint

Evercore’s analyst price target has been increased from $364.20 to $369.00. Analysts point to stronger advisory revenues and an improving merger and acquisition outlook as key drivers for the target update.
Narrative Update Sep 09

Robey Warshaw Acquisition Will Expand Global Advisory Footprint

Analysts have raised Evercore’s price target to $364.20, citing expectations for a robust M&A recovery, recent earnings outperformance, and a strong deal pipeline. Analyst Commentary Bullish analysts anticipate a robust recovery in M&A volumes, projecting a full reversion to historical averages by 2027.
Analysis Article May 13

Evercore Inc.'s (NYSE:EVR) 34% Price Boost Is Out Of Tune With Earnings

Evercore Inc. ( NYSE:EVR ) shareholders are no doubt pleased to see that the share price has bounced 34% in the last...
Seeking Alpha Mar 25

Evercore: Overly Penalized

Summary Evercore, much like its investment bank peers, has sold off since the election. A closer look suggests that the fundamentals remain quite strong. The risk/reward looks interesting at current valuations. Read the full article on Seeking Alpha
Seeking Alpha Jan 07

Trump Win Meaningful For Large Ticket Deals, We Like Evercore Over Moelis

Summary Trump's victory should be considered when looking at companies with exposure to large ticket transactions like EVR, since a laxer FTC will have a positive bearing on those markets. We do want to point out that we are still wary about speculating on a sponsor return to the markets. However, we think that EVR is in an overall position to benefit, and we like their value relative to some peers which, we believe, have similar expected earnings from sponsors. Read the full article on Seeking Alpha

Shareholder Returns

EVRUS Capital MarketsUS Market
7D5.1%1.0%2.6%
1Y43.9%10.2%26.2%

Return vs Industry: EVR exceeded the US Capital Markets industry which returned 14.1% over the past year.

Return vs Market: EVR exceeded the US Market which returned 31.1% over the past year.

Price Volatility

Is EVR's price volatile compared to industry and market?
EVR volatility
EVR Average Weekly Movement6.1%
Capital Markets Industry Average Movement3.4%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Stable Share Price: EVR has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: EVR's weekly volatility (6%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19952,635John Weinbergwww.evercore.com

Evercore Inc., together with its subsidiaries, operates as an independent investment banking firm in the Americas, Europe, Middle East, Africa, and Asia-Pacific. The company operates through two segments, Investment Banking & Equities, and Investment Management. The Investment Banking & Equities segment offers strategic advisory services, such as mergers, and acquisitions, strategic, defense, and shareholder advisory, special committee assignments, and real estate strategic advisory; private capital advisory and fundraising, market risk management and hedging, private capital markets and debt advisory, liability management and restructuring, and equity capital markets execution and advisory services; and research, sales, and trading professionals services on a content-led platform to its institutional investor clients.

Evercore Inc. Fundamentals Summary

How do Evercore's earnings and revenue compare to its market cap?
EVR fundamental statistics
Market capUS$14.12b
Earnings (TTM)US$746.97m
Revenue (TTM)US$4.55b
17.4x
P/E Ratio
2.8x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
EVR income statement (TTM)
RevenueUS$4.55b
Cost of RevenueUS$267.08m
Gross ProfitUS$4.29b
Other ExpensesUS$3.54b
EarningsUS$746.97m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)19.31
Gross Margin94.13%
Net Profit Margin16.40%
Debt/Equity Ratio25.8%

How did EVR perform over the long term?

See historical performance and comparison

Dividends

1.1%
Current Dividend Yield
18%
Payout Ratio

Does EVR pay a reliable dividends?

See EVR dividend history and benchmarks
When do you need to buy EVR by to receive an upcoming dividend?
Evercore dividend dates
Ex Dividend DateMay 29 2026
Dividend Pay DateJun 12 2026
Days until Ex dividend17 days
Days until Dividend pay date31 days

Does EVR pay a reliable dividends?

See EVR dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/11 06:10
End of Day Share Price 2026/05/11 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Evercore Inc. is covered by 24 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Roger FreemanBarclays
Charles HintzBernstein
null nullBMO Capital Markets Equity Research