Stock Scorecard
Stock Summary for Evercore Inc - Class A (EVR) - $231.49 as of 6/2/2025 10:23:34 AM EST
Total Score
21 out of 30
Safety Score
62 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 (62 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) | 1 |
| Operating Margin (Max of 10) | 4 |
| Trading Volume (Max of 10) | 6 |
| Price to Earnings (Max of 10) | 7 |
| 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 | FINANCE |
| Industry Name | INVESTMENT ADVICE |
| Most Recent Quarter | 3/31/2025 |
| Next Earnings Date | 7/22/2025 |
Stock Price History |
|
| Last Day Price | 231.49 |
| Price 4 Years Ago | 126.70 |
| Last Day Price Updated | 6/2/2025 10:23:34 AM EST |
| Last Day Volume | 653,076 |
| Average Daily Volume | 661,168 |
| 52-Week High | 320.98 |
| 52-Week Low | 148.10 |
| Last Price to 52 Week Low | 56.31% |
Valuation Measures |
|
| Trailing PE | 22.43 |
| Industry PE | 43.91 |
| Sector PE | 20.59 |
| 5-Year Average PE | 25.66 |
| Free Cash Flow Ratio | 15.70 |
| Industry Free Cash Flow Ratio | 24.72 |
| Sector Free Cash Flow Ratio | 12.65 |
| Current Ratio Most Recent Quarter | 3.25 |
| Total Cash Per Share | 14.74 |
| Book Value Per Share Most Recent Quarter | 38.97 |
| Price to Book Ratio | 6.03 |
| Industry Price to Book Ratio | 5.09 |
| Sector Price to Book Ratio | 2.05 |
| Price to Sales Ratio Twelve Trailing Months | 2.94 |
| Industry Price to Sales Ratio Twelve Trailing Months | 4.99 |
| Sector Price to Sales Ratio Twelve Trailing Months | 3.15 |
| Analyst Buy Ratings | 2 |
| Analyst Strong Buy Ratings | 2 |
Share Statistics |
|
| Total Shares Outstanding | 38,659,400 |
| Market Capitalization | 8,949,264,506 |
| Institutional Ownership | N/A |
Dividends |
|
| Ex-Dividend Date | 5/30/2025 |
| Previous Dividend Amount | 0.8000 |
| Current Dividend Amount | 0.8400 |
| Total Years Dividend Increasing |
|
| Trailing Annual Dividend Rate | 3.24 |
| Trailing Annual Dividend Yield | 1.40% |
| Forward Annual Dividend Rate | 3.36 |
| Forward Annual Dividend Yield | 1.45% |
| 5-Year Dividend Payments Count | 20 |
| 3-Year Average Dividend Yield | 1.15% |
| 5-Year Average Dividend Yield | 1.94% |
| 1-Year Dividend Growth Rate Percentage | 6.33% |
| 3-Year Dividend Growth Rate Percentage | 3.12% |
| 5-Year Dividend Growth Rate Percentage | 6.11% |
| All-Time Dividend Growth Rate Percentage | 12.76% |
| Dividend Payout Ratio | 31.18% |
Income Statement |
|
| Quarterly Earnings Growth YOY | 66.50% |
| Annual Earnings Growth | 48.07% |
| Reported EPS 12 Trailing Months | 10.32 |
| Reported EPS Past Year | 3.49 |
| Reported EPS Prior Year | 9.39 |
| Net Income Twelve Trailing Months | 438,770,000 |
| Net Income Past Year | 378,279,000 |
| Net Income Prior Year | 255,479,000 |
| Quarterly Revenue Growth YOY | 19.60% |
| 5-Year Revenue Growth | 8.33% |
| Operating Margin Twelve Trailing Months | 16.00% |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 569,770,000 |
| Total Cash Past Year | 873,045,000 |
| Total Cash Prior Year | 596,878,000 |
| Net Cash Position Most Recent Quarter | 280,613,000 |
| 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 | 289,157,000 |
| 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 | 1,506,560,000 |
Free Cash Flow |
|
| Free Cash Flow Twelve Trailing Months | 671,063,000 |
| Free Cash Flow Per Share Twelve Trailing Months | 17.36 |
| Free Cash Flow Past Year | 958,050,000 |
| Free Cash Flow Prior Year | 437,906,000 |
Options |
|
| Put/Call Ratio | 11.00 |
| Has Options | Options Chain |
| Liquidity Rating | |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | 8.26 |
| MACD Signal | 8.70 |
| 20-Day Bollinger Lower Band | 153.41 |
| 20-Day Bollinger Middle Band | 227.74 |
| 20-Day Bollinger Upper Band | 302.08 |
| Beta | 1.38 |
| RSI | 61.95 |
| 50-Day SMA | 244.28 |
| 150-Day SMA | 169.62 |
| 200-Day SMA | 156.65 |
System |
|
| Modified | 5/31/2025 6:56:49 PM EST |