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Evercore Inc. (EVR) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Evercore Inc.

EVRMarket cap $10BPrice $267.3

Country🇺🇸United States

SectorFinancials

IndustryCapital Markets

Advises corporations on mergers, restructurings, and capital raises without the conflicts of a balance-sheet-heavy bank. This independent model made it Wall Street's go-to advisor, regularly outranking Goldman Sachs in M&A deal count.

In Bastion Portfolios?

52W Return-15%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+12%7

Revenue Forecast

Rev CAGR (1y)+27%9

Rev CAGR (3y)+14%8

Rev CAGR (5y)+6%5

Earnings Forecast

EPS Growth Y+1+57%9

EPS Growth Y+2+15%8

EPS Growth Y+3+7%6

Quality

Margins

EBIT Margin0%10

Net Income Margin16%7

Free Cash Flow Margin35%9

Debt

Net Debt/EBITDAna–

Efficiency

ROE42%10

ROA19%10

Earnings Stability55

GEAR+STRONG83

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)137

P/E Ratio (Forward 3y)108

P/BV5.93

EV Multiples

EV/EBITDA Fwd07

EV/EBIT Fwd07

Yield

Free Cash Flow Yield0.0%8

Dividend Yield1.3%4

Momentum

Short term

1 month return-10%3

3 month return-19%2

YTD return-21%2

Mid term

Price vs 52wHigh69%3

1 year return-15%3

Long term

3 year return+109%8

5 year return+99%7

Risk Shield

Price Risk

Beta1.91

Volatility38%5

Free Cash Flow

Free Cash Flow Margin35%9

Free Cash Flow Yield0.0%8

Quality

ROCE33%10

Earnings Stability55

Net Debt/EBITDAna–

02Growth

Is it actually growing, and how fast?

EVREvercore

Revenue FY25$3.9B

GROWTH RATING↗

STRONG72 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+12%7

Revenue, next 1Y+27%9

Revenue, next 3Y, CAGR+14%8

Revenue, next 5Y, CAGR+6%5

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+57%9

EPS growth, FY27E+15%8

EPS growth, FY28E+7%6

GROWTH ASSESSMENT

STRENGTHS

It out-grows 72% of companies worldwide.

Revenue grew 12%/yr over the last 3 years, ahead of 60% of companies worldwide.7/10

Revenue is set to grow 14%/yr over the next 3 years, ahead of most of the market.7/10

Revenue grew 12%/yr over the last 3 years and is set to keep growing around 14%/yr.

Earnings are set to grow in step with sales (EPS about 15%/yr vs revenue 14%/yr).

WATCH

Over five years revenue is set to grow 6%/yr, about average versus companies worldwide.5/10

WEAKNESSES

None flagged.

BOTTOM LINE

Elite Compounder

A top-tier grower. The one thing to watch: the long-term outlook is only average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK27 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-10%3

3-month return-19%2

YTD return-21%2

MID & LONG-TERM▾SCORE

% of 52-week high69%3

1-year return-15%3

3-year return+109%8

5-year return+99%7

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +109% over three years and +99% over five, ahead of 70% of the market.

WATCH

None flagged.

WEAKNESSES

It's down 15% over the past year, now 31% below its 52-week high. That is lagging the market.

The stock is underperforming over the past month (-10%), over three months (-19%) and so far this year (-21%).

BOTTOM LINE

Outperformer in a Drawdown

A proven multi-year compounder now in a meaningful pullback well below its 52-week high. This is the classic fork: either a buy-the-dip in an intact uptrend, or the early stage of a trend change. Wait for the short-term slide to stabilise before adding. The one thing to watch: the one-year trend is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Evercore Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

EVREvercore

Revenue FY25$3.9B

GROWTH RATING↗

STRONG72 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+12%7

Revenue, next 1Y+27%9

Revenue, next 3Y, CAGR+14%8

Revenue, next 5Y, CAGR+6%5

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+57%9

EPS growth, FY27E+15%8

EPS growth, FY28E+7%6

GROWTH ASSESSMENT

STRENGTHS

It out-grows 72% of companies worldwide.

Revenue grew 12%/yr over the last 3 years, ahead of 60% of companies worldwide.7/10

Revenue is set to grow 14%/yr over the next 3 years, ahead of most of the market.7/10

Revenue grew 12%/yr over the last 3 years and is set to keep growing around 14%/yr.

Earnings are set to grow in step with sales (EPS about 15%/yr vs revenue 14%/yr).

WATCH

Over five years revenue is set to grow 6%/yr, about average versus companies worldwide.5/10

WEAKNESSES

None flagged.

BOTTOM LINE

Elite Compounder

A top-tier grower. The one thing to watch: the long-term outlook is only average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK27 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-10%3

3-month return-19%2

YTD return-21%2

MID & LONG-TERM▾SCORE

% of 52-week high69%3

1-year return-15%3

3-year return+109%8

5-year return+99%7

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +109% over three years and +99% over five, ahead of 70% of the market.

WATCH

None flagged.

WEAKNESSES

It's down 15% over the past year, now 31% below its 52-week high. That is lagging the market.

The stock is underperforming over the past month (-10%), over three months (-19%) and so far this year (-21%).

BOTTOM LINE

Outperformer in a Drawdown

04Value

Are you paying a fair price for it?

Stop guessing on Evercore Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community