Stock Scorecard
Stock Summary for Evercore Inc - Class A (EVR) - $346.79 as of 6/5/2026 12:23:05 PM EST
Total Score
20 out of 30
Safety Score
65 out of 100
Currently on the following lists
Dividend Stock List
Tim's Recommendation
Buy
Growth List Algorithm Criteria for EVR
| Positive Quarterly and Annual 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 Annual earnings 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 (65 out of 100)
| Stock Price Rating (Max of 10) | 10 |
| Historical Stock Price Rating (Max of 10) | 10 |
| Stock Price Trend (Max of 10) | 10 |
| Book Value (Max of 10) | 8 |
| Book Value to Price (Max of 10) | 0 |
| Analyst Buy Ratings (Max of 5) | 5 |
| Analyst Strong Buy Ratings (Max of 5) | 3 |
| Dividend Yield Percentage (Max of 10) | 1 |
| 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 |
Latest News for for EVR
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 | FINANCIAL SERVICES |
| Industry Name | CAPITAL MARKETS |
| Most Recent Quarter | 3/31/2026 |
| Next Earnings Date | 7/29/2026 |
Stock Price History |
|
| Last Day Price | 346.79 |
| Price 4 Years Ago | 103.25 |
| Last Day Price Updated | 6/5/2026 12:23:05 PM EST |
| Last Day Volume | 366,063 |
| Average Daily Volume | 529,826 |
| 52-Week High | 386.72 |
| 52-Week Low | 236.49 |
| Last Price to 52 Week Low | 46.64% |
Valuation Measures |
|
| Trailing PE | 19.53 |
| Industry PE | 17.99 |
| Sector PE | 19.23 |
| 5-Year Average PE | 25.25 |
| Free Cash Flow Ratio | 11.33 |
| Industry Free Cash Flow Ratio | 7.48 |
| Sector Free Cash Flow Ratio | 28.49 |
| Current Ratio Most Recent Quarter | 7.85 |
| Total Cash Per Share | 30.62 |
| Book Value Per Share Most Recent Quarter | 46.08 |
| Price to Book Ratio | 7.38 |
| Industry Price to Book Ratio | 4.14 |
| Sector Price to Book Ratio | 1.96 |
| Price to Sales Ratio Twelve Trailing Months | 2.95 |
| Industry Price to Sales Ratio Twelve Trailing Months | 5.18 |
| Sector Price to Sales Ratio Twelve Trailing Months | 4.90 |
| Analyst Buy Ratings | 5 |
| Analyst Strong Buy Ratings | 1 |
Share Statistics |
|
| Total Shares Outstanding | 38,682,500 |
| Market Capitalization | 13,414,704,175 |
| Institutional Ownership | 94.00% |
Dividends |
|
| Ex-Dividend Date | 5/29/2026 |
| Previous Dividend Amount | 0.8400 |
| Current Dividend Amount | 0.8900 |
| Total Years Dividend Increasing |
|
| Trailing Annual Dividend Rate | 3.41 |
| Trailing Annual Dividend Yield | 0.98% |
| Forward Annual Dividend Rate | 3.56 |
| Forward Annual Dividend Yield | 1.03% |
| 5-Year Dividend Payments Count | 20 |
| 3-Year Average Dividend Yield | 0.98% |
| 5-Year Average Dividend Yield | 1.68% |
| 1-Year Dividend Growth Rate Percentage | 7.23% |
| 3-Year Dividend Growth Rate Percentage | 3.55% |
| 5-Year Dividend Growth Rate Percentage | 5.81% |
| All-Time Dividend Growth Rate Percentage | 12.32% |
| Dividend Payout Ratio | 19.20% |
Income Statement |
|
| Quarterly Earnings Growth YOY | 106.90% |
| Annual Earnings Growth | 56.48% |
| Reported EPS 12 Trailing Months | 17.76 |
| Reported EPS Past Year | 7.53 |
| Reported EPS Prior Year | 14.52 |
| Net Income Twelve Trailing Months | 746,973,000 |
| Net Income Past Year | 591,922,000 |
| Net Income Prior Year | 378,279,000 |
| Quarterly Revenue Growth YOY | 100.30% |
| 5-Year Revenue Growth | 11.17% |
| Operating Margin Twelve Trailing Months | 24.40% |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 1,184,318,000 |
| Total Cash Past Year | 1,466,441,000 |
| Total Cash Prior Year | 939,705,000 |
| Net Cash Position Most Recent Quarter | 644,569,000 |
| Net Cash Position Past Year | 926,198,000 |
| Long Term Debt Past Year | 540,243,000 |
| Long Term Debt Prior Year | 335,944,000 |
| Total Debt Most Recent Quarter | 539,749,000 |
| Equity to Debt Ratio Past Year | 0.79 |
| Equity to Debt Ratio Most Recent Quarter | 0.77 |
| Total Stockholder Equity Past Year | 2,031,576,000 |
| Total Stockholder Equity Prior Year | 1,707,642,000 |
| Total Stockholder Equity Most Recent Quarter | 1,782,086,000 |
Free Cash Flow |
|
| Free Cash Flow Twelve Trailing Months | 1,522,809,000 |
| Free Cash Flow Per Share Twelve Trailing Months | 39.37 |
| Free Cash Flow Past Year | 1,182,462,000 |
| Free Cash Flow Prior Year | 958,050,000 |
Options |
|
| Put/Call Ratio | 0.00 |
| Has Options | Options Chain |
| Liquidity Rating | |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | 0.00 |
| MACD Signal | 0.00 |
| 20-Day Bollinger Lower Band | 0.00 |
| 20-Day Bollinger Middle Band | 0.00 |
| 20-Day Bollinger Upper Band | 0.00 |
| Beta | 1.49 |
| RSI | 0.00 |
| 50-Day SMA | 0.00 |
| 150-Day SMA | 0.00 |
| 200-Day SMA | 207.33 |
System |
|
| Modified | 6/5/2026 10:53:38 PM EST |