Stock Scorecard



Stock Summary for Evercore Inc - Class A (EVR) - $346.26 as of 5/22/2026 2:33:08 PM EST

Total Score

17 out of 30

Safety Score

47 out of 100

Currently on the following lists
Dividend Stock List
Tim's Recommendation
Possible 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 (47 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) 0
Geopolitical Risk Adjustment (Always 0 for USA or a Negative Number for Non-USA) -10

Latest News for for EVR

Analysts Offer Insights on Financial Companies: Evercore Partners (EVR), GooseHead Insurance (GSHD) and Inter & Company Incorporation Class A (INTR) 5/20/2026 12:39:00 PM
Evercore’s Standout Quarter And Senior Equities Hire Reshape Growth Outlook 5/18/2026 8:09:00 AM
How Evercore Inc. Class A (EVR) Affects Rotational Strategy Timing 5/12/2026 11:26:00 PM
Uber-Backed Lime Files For IPO After 29% Revenue Growth In FY25 5/9/2026 2:09:00 PM
Evercore's (EVR) Strong Q1 Dividend and Earnings: Validation of Its Advisory Edge or Cyclical Blip? 5/6/2026 2:11:00 PM
Evercore Inc. (NYSE: EVR) affiliate files to sell 20,000 Class A shares 5/4/2026 8:10:00 PM
Analysts Offer Insights on Financial Companies: SBI Holdings (OtherSBHGF) and Evercore Partners (EVR) 5/3/2026 1:39:00 PM
Analysts Have Conflicting Sentiments on These Financial Companies: AFLAC (AFL), WisdomTree (WT) and Evercore Partners (EVR) 5/2/2026 1:08:00 AM
Analysts Have Conflicting Sentiments on These Financial Companies: AFLAC (AFL), WisdomTree (WT) and Evercore Partners (EVR) 5/2/2026 12:09:00 AM
(EVR) and the Role of Price-Sensitive Allocations 5/1/2026 10:18:00 PM

Financial Details for EVR

Company Overview

Ticker EVR
Company Name Evercore Inc - Class A
Country N/A
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 N/A

Stock Price History

Last Day Price 346.26
Price 4 Years Ago 103.52
Last Day Price Updated 5/22/2026 2:33:08 PM EST
Last Day Volume 327,710
Average Daily Volume 571,950
52-Week High 387.71
52-Week Low 214.73
Last Price to 52 Week Low 61.25%

Valuation Measures

Trailing PE N/A
Industry PE 14.99
Sector PE 17.97
5-Year Average PE 25.31
Free Cash Flow Ratio 11.31
Industry Free Cash Flow Ratio 5.57
Sector Free Cash Flow Ratio 40.68
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 7.41
Industry Price to Book Ratio 3.24
Sector Price to Book Ratio 2.07
Price to Sales Ratio Twelve Trailing Months 2.86
Industry Price to Sales Ratio Twelve Trailing Months 3.35
Sector Price to Sales Ratio Twelve Trailing Months 3.88
Analyst Buy Ratings 5
Analyst Strong Buy Ratings 1

Share Statistics

Total Shares Outstanding 38,682,500
Market Capitalization 13,394,202,450
Institutional Ownership N/A

Dividends

Ex-Dividend Date 5/29/2026
Previous Dividend Amount 0.8400
Current Dividend Amount 0.8900
Total Years Dividend Increasing Dividend Contender - Increasing for 19 Years
Trailing Annual Dividend Rate 3.36
Trailing Annual Dividend Yield 0.97%
Forward Annual Dividend Rate 3.56
Forward Annual Dividend Yield 1.03%
5-Year Dividend Payments Count 21
3-Year Average Dividend Yield 0.98%
5-Year Average Dividend Yield 1.67%
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 18.91%

Income Statement

Quarterly Earnings Growth YOY 106.90%
Annual Earnings Growth 56.48%
Reported EPS 12 Trailing Months 17.77
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 23.90%

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 70.50
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 0.00

System

Modified 5/22/2026 10:27:54 PM EST