Stock Scorecard
Stock Summary for Evercore Inc - Class A (EVR) - $300.89 as of 11/20/2024 4:02:12 PM EST
Total Score
17 out of 30
Currently on the following lists
Dividend Stock List
Tim's Recommendation
Possible 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 (59 out of 90)
| 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) | 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) | 5 |
| Price to Earnings (Max of 10) | 4 |
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 | 9/30/2024 |
| Next Earnings Date | 1/29/2025 |
Stock Price History |
|
| Last Day Price | 300.89 |
| Price 4 Years Ago | 101.26 |
| Last Day Price Updated | 11/20/2024 4:02:12 PM EST |
| Last Day Volume | 268,516 |
| Average Daily Volume | 379,114 |
| 52-Week High | 324.06 |
| 52-Week Low | 141.77 |
| Last Price to 52 Week Low | 112.24% |
Valuation Measures |
|
| Trailing PE | 38.63 |
| Industry PE | 39.98 |
| Sector PE | 21.40 |
| 5-Year Average PE | 19.07 |
| Free Cash Flow Ratio | 6.29 |
| Industry Free Cash Flow Ratio | 69.58 |
| Sector Free Cash Flow Ratio | 11.50 |
| Current Ratio Most Recent Quarter | 2.98 |
| Total Cash Per Share | 47.81 |
| Book Value Per Share Most Recent Quarter | 40.92 |
| Price to Book Ratio | 7.27 |
| Industry Price to Book Ratio | 7.29 |
| Sector Price to Book Ratio | 2.00 |
| Price to Sales Ratio Twelve Trailing Months | 4.11 |
| Industry Price to Sales Ratio Twelve Trailing Months | 7.31 |
| Sector Price to Sales Ratio Twelve Trailing Months | 3.50 |
| Analyst Buy Ratings | 2 |
| Analyst Strong Buy Ratings | 2 |
Share Statistics |
|
| Total Shares Outstanding | 38,068,700 |
| Market Capitalization | 11,454,491,143 |
| Institutional Ownership | N/A |
Dividends |
|
| Ex-Dividend Date | 11/29/2024 |
| Last Dividend Amount | 0.80 |
| Current Dividend Amount | 0.80 |
| Total Years Dividend Increasing |
|
| Trailing Annual Dividend Rate | 3.92 |
| Trailing Annual Dividend Yield | 1.30% |
| Forward Annual Dividend Rate | 4.22 |
| Forward Annual Dividend Yield | 1.40% |
| 5-Year Dividend Payments Count | 21 |
| 3-Year Average Dividend Yield | 2.10% |
| 5-Year Average Dividend Yield | 2.29% |
| 1-Year Dividend Growth Rate Percentage | 5.63% |
| 3-Year Dividend Growth Rate Percentage | 6.40% |
| 5-Year Dividend Growth Rate Percentage | 7.58% |
| All-Time Dividend Growth Rate Percentage | 13.25% |
| Dividend Payout Ratio | 50.32% |
Income Statement |
|
| Quarterly Earnings Growth YOY | 43.10% |
| Annual Earnings Growth | -46.39% |
| Reported EPS 12 Trailing Months | 7.79 |
| Reported EPS Past Year | 5.98 |
| Reported EPS Prior Year | 6.44 |
| Net Income Twelve Trailing Months | 320,592,000 |
| Net Income Past Year | 255,479,000 |
| Net Income Prior Year | 476,520,000 |
| Quarterly Revenue Growth YOY | 28.90% |
| 5-Year Revenue Growth | 3.24% |
| Operating Margin Twelve Trailing Months | 0.18 |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 1,820,227,000 |
| Total Cash Past Year | 2,033,761,000 |
| Total Cash Prior Year | 2,096,116,000 |
| Net Cash Position Most Recent Quarter | 1,444,327,000 |
| Net Cash Position Past Year | 1,659,876,000 |
| Long Term Debt Past Year | 373,885,000 |
| Long Term Debt Prior Year | 371,774,000 |
| Total Debt Most Recent Quarter | 375,900,000 |
| Equity to Debt Ratio Past Year | 0.81 |
| Equity to Debt Ratio Most Recent Quarter | 0.81 |
| Total Stockholder Equity Past Year | 1,576,934,000 |
| Total Stockholder Equity Prior Year | 1,536,811,000 |
| Total Stockholder Equity Most Recent Quarter | 1,556,847,000 |
Free Cash Flow |
|
| Free Cash Flow Twelve Trailing Months | 699,138,000 |
| Free Cash Flow Per Share Twelve Trailing Months | 18.37 |
| Free Cash Flow Past Year | 437,906,000 |
| Free Cash Flow Prior Year | 508,189,000 |
Options |
|
| Put/Call Ratio | 0.18 |
| Has Options | Options Chain |
| Liquidity Rating | None |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | 11.86 |
| MACD Signal | 10.90 |
| 20-Day Bollinger Lower Band | 208.44 |
| 20-Day Bollinger Middle Band | 256.31 |
| 20-Day Bollinger Upper Band | 304.17 |
| Beta | 1.36 |
| RSI | 60.95 |
| 50-Day SMA | 211.39 |
| 150-Day SMA | 145.42 |
| 200-Day SMA | 141.08 |
System |
|
| Modified | 11/21/2024 12:25:27 AM EST |