Stock Scorecard



Stock Summary for Evercore Inc - Class A (EVR) - $182.56 as of 4/16/2025 3:03:02 PM EST

Total Score

21 out of 30

Safety Score

66 out of 100

Currently on the following lists
Dividend Stock List
Tim's Recommendation
Buy

Growth List Algorithm Criteria for EVR

Positive earnings growth
P/E ratio less than Industry P/E Ratio
P/E ratio less than Sector P/E Ratio
P/E ratio that is half the growth rate (or less)
Positive net cash position the past year and most recent quarter
Equity to debt ratio greater than 0.75 for past year and most recent quarter
Positive net income past year and 12 trailing months
Free cash flow ratio greater than 0 and less than 10

Small Cap List Algorithm Criteria for EVR

Revenue growing by at least 20% average per year over the last 5 years
Market Capitalization under 2 billion
Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months
Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months
Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year

Dividend List Algorithm Criteria for EVR

Declared an ex-dividend date
Forward annual dividend rate greater than 2
Positive net cash position the past year and most recent quarter
Equity to debt ratio greater than 0.75 for past year and most recent quarter
Current ratio most recent quarter greater than 2
Cash Flow per Share greater than Trailing Dividend Rate

Bonus Criteria for EVR

P/E ratio less than five-year Average P/E ratio
Last Price to 52 Week Low Ratio Less Than 1
Total Cash Per Share > Last Day Price
P/S Ratio < 1
P/B Ratio < 1

Safety Rating Criteria for EVR (66 out of 100)

Stock Price Rating (Max of 10) 10
Historical Stock Price Rating (Max of 10) 10
Stock Price Trend (Max of 10) 9
Book Value (Max of 10) 8
Book Value to Price (Max of 10) 0
Analyst Buy Ratings (Max of 5) 3
Analyst Strong Buy Ratings (Max of 5) 4
Dividend Yield Percentage (Max of 10) 4
Operating Margin (Max of 10) 5
Trading Volume (Max of 10) 5
Price to Earnings (Max of 10) 8
Geopolitical Risk Adjustment (Always 0 for USA or a Negative Number for Non-USA) 0

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Financial Details for EVR

Company Overview

Ticker EVR
Company Name Evercore Inc - Class A
Country USA
Description Evercore Inc., is an independent investment banking advisory firm in the United States, Europe, Latin America and internationally. The company is headquartered in New York, New York.
Sector Name FINANCE
Industry Name INVESTMENT ADVICE
Most Recent Quarter 12/31/2024
Next Earnings Date 4/22/2025

Stock Price History

Last Day Price 182.56
Price 4 Years Ago 127.16
Last Day Price Updated 4/16/2025 3:03:02 PM EST
Last Day Volume 478,571
Average Daily Volume 981,890
52-Week High 322.14
52-Week Low 148.63
Last Price to 52 Week Low 22.83%

Valuation Measures

Trailing PE 19.66
Industry PE 36.96
Sector PE 16.73
5-Year Average PE 14.31
Free Cash Flow Ratio 7.60
Industry Free Cash Flow Ratio 145.41
Sector Free Cash Flow Ratio 30.02
Current Ratio Most Recent Quarter 2.98
Total Cash Per Share 24.02
Book Value Per Share Most Recent Quarter 44.80
Price to Book Ratio 4.18
Industry Price to Book Ratio 4.91
Sector Price to Book Ratio 2.45
Price to Sales Ratio Twelve Trailing Months 2.34
Industry Price to Sales Ratio Twelve Trailing Months 5.17
Sector Price to Sales Ratio Twelve Trailing Months 2.92
Analyst Buy Ratings 2
Analyst Strong Buy Ratings 3

Share Statistics

Total Shares Outstanding 39,121,700
Market Capitalization 7,142,057,552
Institutional Ownership N/A

Dividends

Ex-Dividend Date 2/28/2025
Previous Dividend Amount 0.8000
Current Dividend Amount 0.8000
Total Years Dividend Increasing Dividend Contender - Increasing for 18 Years
Trailing Annual Dividend Rate 3.20
Trailing Annual Dividend Yield 1.75%
Forward Annual Dividend Rate 3.20
Forward Annual Dividend Yield 1.75%
5-Year Dividend Payments Count 20
3-Year Average Dividend Yield 1.14%
5-Year Average Dividend Yield 1.93%
1-Year Dividend Growth Rate Percentage 1.27%
3-Year Dividend Growth Rate Percentage 0.63%
5-Year Dividend Growth Rate Percentage 4.83%
All-Time Dividend Growth Rate Percentage 12.76%
Dividend Payout Ratio 35.28%

Income Statement

Quarterly Earnings Growth YOY 61.90%
Annual Earnings Growth 48.07%
Reported EPS 12 Trailing Months 9.07
Reported EPS Past Year 0.00
Reported EPS Prior Year 9.39
Net Income Twelve Trailing Months 378,279,000
Net Income Past Year 378,279,000
Net Income Prior Year 255,479,000
Quarterly Revenue Growth YOY 24.40%
5-Year Revenue Growth 8.21%
Operating Margin Twelve Trailing Months 21.80%

Balance Sheet

Total Cash Most Recent Quarter 939,705,000
Total Cash Past Year 873,045,000
Total Cash Prior Year 596,878,000
Net Cash Position Most Recent Quarter 603,761,000
Net Cash Position Past Year 537,101,000
Long Term Debt Past Year 335,944,000
Long Term Debt Prior Year 373,885,000
Total Debt Most Recent Quarter 335,944,000
Equity to Debt Ratio Past Year 0.84
Equity to Debt Ratio Most Recent Quarter 0.84
Total Stockholder Equity Past Year 1,707,642,000
Total Stockholder Equity Prior Year 1,576,934,000
Total Stockholder Equity Most Recent Quarter 1,707,642,000

Free Cash Flow

Free Cash Flow Twelve Trailing Months 941,836,000
Free Cash Flow Per Share Twelve Trailing Months 24.07
Free Cash Flow Past Year 958,050,000
Free Cash Flow Prior Year 437,906,000

Options

Put/Call Ratio 3.85
Has Options Options Chain
Liquidity Rating

Technical Analysis

Yahoo Finance Chart Yahoo Finance Chart
MACD -14.35
MACD Signal -14.42
20-Day Bollinger Lower Band 158.73
20-Day Bollinger Middle Band 245.31
20-Day Bollinger Upper Band 331.88
Beta 1.33
RSI 42.12
50-Day SMA 242.22
150-Day SMA 164.77
200-Day SMA 153.99

System

Modified 4/17/2025 12:11:43 AM EST