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Evercore, Inc.

  • Market Cap: Small Cap
  • Industry: Capital Markets
  • ISIN: US29977A1051
USD
328.30
0.91 (0.28%)

Dec 04

NYS

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  • Price Points
  • Score
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  • Total Return
  • News and Corporate Actions
  • Key factors
  • Shareholding
  • Financials
  • CompanyCV
stock-summaryPrice Point
High/Low

1Day

326.60331.75

52 Week

148.63364.42
Valuation
Technical
Day's Volume

CASH

98.17 k

Shareholding (Mar 2025)

FII

15.59%

Held by 214 FIIs

DII

40.98%

Held by 49 DIIs

Promoter

0.00%

How big is Evercore, Inc.?

22-Jun-2025

As of Jun 18, Evercore, Inc. has a market capitalization of $20.84 billion, with recent net sales of $3.11 billion and a net profit of $478.40 million.

Market Cap: <BR>As of Jun 18, Evercore, Inc. has a market capitalization of 20,838.91 million, categorizing it as a Mid Cap company.<BR><BR>Recent Quarterly Performance: <BR>For the latest four quarters, Evercore reported net sales of 3,110.37 million and a net profit of 478.40 million.<BR><BR>Balance Sheet Snapshot: <BR>As of Dec 24, the company's shareholder's funds amounted to 1,707.64 million, while total assets were reported at 4,307.02 million.

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What does Evercore, Inc. do?

22-Jun-2025

Evercore, Inc. is a global independent investment banking advisory firm specializing in capital markets. As of March 2025, it reported net sales of $699 million and a net profit of $154 million, with a market cap of approximately $20.84 billion.

Overview:<BR>Evercore, Inc. is a global independent investment banking advisory company operating in the Capital Markets industry and classified as a mid-cap firm.<BR><BR>Financial Snapshot:<BR>Most recent Net Sales: 699 Million (Quarterly Results - Mar 2025)<BR>Most recent Net Profit: 154 Million (Quarterly Results - Mar 2025)<BR>Market-cap: USD 20,838.91 Million (Mid Cap)<BR><BR>Key Metrics:<BR>P/E: 47.00<BR>Dividend Yield: 43.80%<BR>Debt Equity: -999,999.00<BR>Return on Equity: 29.47%<BR>Price to Book: 13.83<BR><BR>Contact Details:<BR>Address: 55 E 52nd St Fl 38, NEW YORK NY: 10055-0002<BR>Tel: ['1 212 8573100', '1 212 7674173']<BR>Fax: 1 212 8573101<BR>Website: https://www.evercore.com/

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Who are in the management team of Evercore, Inc.?

22-Jun-2025

As of March 2022, the management team of Evercore, Inc. includes Co-CEOs Ralph Schlosstein and John Weinberg, Founder Roger Altman, Lead Independent Director Gail Harris, and several Independent Directors. They are responsible for the company's strategic direction and governance.

As of March 2022, the management team of Evercore, Inc. includes the following individuals:<BR><BR>- Mr. Ralph Schlosstein, Co-Chairman of the Board and Co-Chief Executive Officer<BR>- Mr. John Weinberg, Co-Chairman of the Board and Co-Chief Executive Officer<BR>- Mr. Roger Altman, Founder, Senior Chairman and Director<BR>- Ms. Gail Harris, Lead Independent Director<BR>- Mr. Richard Beattie, Independent Director<BR>- Ms. Pamela Carlton, Independent Director<BR>- Ms. Ellen Futter, Independent Director<BR>- Mr. Robert Millard, Independent Director<BR><BR>This team plays a crucial role in guiding the company's strategic direction and governance.

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Is Evercore, Inc. overvalued or undervalued?

20-Sep-2025

As of July 30, 2025, Evercore, Inc. is considered very expensive with a P/E ratio of 47 and an EV to EBITDA of 32.51, significantly higher than its peers, despite a strong year-to-date return of 30.88% and a five-year return of 446.78%.

As of 30 July 2025, Evercore, Inc. has moved from expensive to very expensive, indicating a significant shift in its valuation outlook. The company appears to be overvalued, with a P/E ratio of 47, a Price to Book Value of 13.90, and an EV to EBITDA ratio of 32.51, all of which are considerably higher than its peers. For comparison, Jefferies Financial Group, Inc. has a P/E of 29.53 and an EV to EBITDA of 1.21, while Tradeweb Markets, Inc. shows an EV to EBITDA of 24.83, highlighting the premium at which Evercore is trading.<BR><BR>Despite this elevated valuation, Evercore has demonstrated impressive stock performance, with a year-to-date return of 30.88% compared to the S&P 500's 12.22%. This strong performance over multiple periods, including a staggering 446.78% return over five years, underscores the market's confidence in the company's future prospects, even as its current valuation suggests it may be overextended.

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Is Evercore, Inc. technically bullish or bearish?

07-Oct-2025

As of October 3, 2025, Evercore, Inc. has a mildly bullish technical trend, supported by bullish MACD and moving averages, despite some bearish signals from KST and Dow Theory, while outperforming the S&P 500 with a 29.32% return over the past year.

As of 3 October 2025, the technical trend for Evercore, Inc. has changed from bullish to mildly bullish. The weekly and monthly MACD indicators are bullish, while the Bollinger Bands also indicate a mildly bullish stance. However, the KST shows a mildly bearish signal on the weekly and monthly time frames, and Dow Theory indicates a mildly bearish trend on the weekly basis. The daily moving averages remain bullish. <BR><BR>In terms of performance, Evercore has outperformed the S&P 500 over the year with a return of 29.32% compared to the S&P 500's 17.82%, and it has shown significant strength over longer periods, particularly with a 261.71% return over three years versus the S&P 500's 82.57%. Overall, the current technical stance is mildly bullish, driven by the bullish MACD and moving averages, despite some bearish signals from KST and Dow Theory.

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iScoreScore
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Strong Sell
Sell
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Strong Buy

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Dashboard
1

Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 34.40%

 
2

The company has declared Positive results for the last 4 consecutive quarters

stock-summaryMojo Parameters
Mojo Parameters
Stock DNA
stock-summary
Industry

Capital Markets

stock-summary
Market cap

USD 27,646 Million (Small Cap)

stock-summary
P/E

47.00

stock-summary
Industry P/E

NA

stock-summary
Dividend Yield

22.17%

stock-summary
Debt Equity

-999,999.00

stock-summary
Return on Equity

28.31%

stock-summary
Price to Book

16.70

Revenue and Profits:
Net Sales:
838 Million
(Quarterly Results - Jun 2025)
Net Profit:
107 Million
stock-summaryTotal Returns
Total Returns (Price + Dividend) stock-summary
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
3.19%
0%
3.19%
6 Months
39.54%
0%
39.54%
1 Year
9.08%
0%
9.08%
2 Years
115.19%
0%
115.19%
3 Years
184.29%
0%
184.29%
4 Years
144.69%
0%
144.69%
5 Years
245.76%
0%
245.76%

Evercore, Inc. for the last several years.

Risk Adjusted Returns v/s stock-summary
stock-summaryNews & Corporate Actions
News
Evercore, Inc. Hits Day Low of $289.05 Amid Price Pressure

Evercore, Inc. Hits Day Low of $289.05 Amid Price Pressure

Evercore, Inc. faced a notable decline in its stock today, reaching an intraday low. Despite recent short-term challenges, the company has shown resilience with a positive one-year performance and strong financial fundamentals, including a high return on equity and substantial operating cash flow, indicating investor confidence.

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Evercore, Inc. Experiences Revision in Stock Evaluation Amid Mixed Market Signals

Evercore, Inc. Experiences Revision in Stock Evaluation Amid Mixed Market Signals

Evercore, Inc. has recently revised its evaluation amid changing market conditions. The stock is currently priced at $325.54, reflecting a strong annual performance with a 29.32% return. The company has experienced significant volatility, with a 52-week high of $364.42 and a low of $148.63.

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Is Evercore, Inc. technically bullish or bearish?

As of 3 October 2025, the technical trend for Evercore, Inc. has changed from bullish to mildly bullish. The weekly and monthly MACD indicators are bullish, while the Bollinger Bands also indicate a mildly bullish stance. However, the KST shows a mildly bearish signal on the weekly and monthly time frames, and Dow Theory indicates a mildly bearish trend on the weekly basis. The daily moving averages remain bullish. In terms of performance, Evercore has outperformed the S&P 500 over the year with a return of 29.32% compared to the S&P 500's 17.82%, and it has shown significant strength over longer periods, particularly with a 261.71% return over three years versus the S&P 500's 82.57%. Overall, the current technical stance is mildly bullish, driven by the bullish MACD and moving averages, despite some bearish signals from KST and Dow Theory....

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Announcements stock-summary
Icon
No announcement available
Corporate Actions stock-summary
Icon
No corporate action available
stock-summaryKey Factors
Quality key factors stock-summary
Factor
Value
Sales Growth (5y)
9.97%
EBIT Growth (5y)
7.32%
EBIT to Interest (avg)
39.41
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
14.38%
Dividend Payout Ratio
34.79%
Pledged Shares
0
Institutional Holding
95.42%
ROCE (avg)
2,056.13%
ROE (avg)
34.40%
Valuation key factors
Factor
Value
P/E Ratio
47
Industry P/E
Price to Book Value
13.90
EV to EBIT
33.87
EV to EBITDA
32.51
EV to Capital Employed
137.73
EV to Sales
6.29
PEG Ratio
0.67
Dividend Yield
43.58%
ROCE (Latest)
406.66%
ROE (Latest)
29.47%
Technicals key factors
Indicator
Weekly
Monthly
MACD
Mildly Bearish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Sideways
Bullish
Moving Averages
Mildly Bullish (Daily)
KST
Mildly Bearish
Mildly Bearish
Dow Theory
No Trend
No Trend
OBV
Mildly Bullish
Mildly Bearish
stock-summary Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish  Turned 
stock-summaryShareholding
Shareholding Snapshot : Mar 2025stock-summary
Shareholding Compare (%holding) stock-summary
Majority shareholders

Domestic Funds

Domestic Funds

Held in 137 Schemes (43.4%)

Foreign Institutions

Held by 214 Foreign Institutions (15.59%)

Strategic Entities with highest holding

Highest Public shareholder

stock-summaryFinancial
[
  {
    "link": "quarterly",
    "btn_text": "All Quarterly Results",
    "header": "Quarterly Results Snapshot (Consolidated) - Jun'25 - YoY",
    "rhs": [
      {
        "prefix": "Net Sales ",
        "suffix": "YoY Growth in quarter ended Jun 2025 is 20.85% vs 37.69% in Jun 2024",
        "dir": -1
      },
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        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in quarter ended Jun 2025 is 30.84% vs 93.60% in Jun 2024",
        "dir": -1
      }
    ],
    "table": {
      "header": [
        "Jun'25",
        "Jun'24",
        "Change(%)"
      ],
      "body": [
        {
          "field": "Net Sales",
          "val1": "838.00",
          "val2": "693.40",
          "chgp": "20.85%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "162.70",
          "val2": "118.90",
          "chgp": "36.84%",
          "chgp_class": "positive"
        },
        {
          "field": "Interest",
          "val1": "4.20",
          "val2": "4.20",
          "chgp": "",
          "chgp_class": "neutral"
        },
        {
          "field": "Exceptional Items",
          "val1": "-1.60",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "106.90",
          "val2": "81.70",
          "chgp": "30.84%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "186.40%",
          "val2": "162.10%",
          "chgp": "2.43%",
          "chgp_class": "positive"
        }
      ]
    }
  },
  {
    "link": "annual",
    "btn_text": "All Annual Results",
    "header": "Annual Results Snapshot (Consolidated) - Dec'24",
    "rhs": [
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        "prefix": "Net Sales ",
        "suffix": "YoY Growth in year ended Dec 2024 is 22.67% vs -12.10% in Dec 2023",
        "dir": 1
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in year ended Dec 2024 is 46.46% vs -46.33% in Dec 2023",
        "dir": 1
      }
    ],
    "table": {
      "header": [
        "Dec'24",
        "Dec'23",
        "Change(%)"
      ],
      "body": [
        {
          "field": "Net Sales",
          "val1": "2,996.40",
          "val2": "2,442.70",
          "chgp": "22.67%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "578.60",
          "val2": "445.30",
          "chgp": "29.93%",
          "chgp_class": "positive"
        },
        {
          "field": "Interest",
          "val1": "16.80",
          "val2": "16.70",
          "chgp": "0.60%",
          "chgp_class": "negative"
        },
        {
          "field": "Exceptional Items",
          "val1": "-7.30",
          "val2": "-2.90",
          "chgp": "-151.72%",
          "chgp_class": "negative"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "417.70",
          "val2": "285.20",
          "chgp": "46.46%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "183.90%",
          "val2": "155.10%",
          "chgp": "2.88%",
          "chgp_class": "positive"
        }
      ]
    }
  }
]
Quarterly Results Snapshot (Consolidated) - Jun'25 - YoYstock-summary
Jun'25
Jun'24
Change(%)
Net Sales
838.00
693.40
20.85%
Operating Profit (PBDIT) excl Other Income
162.70
118.90
36.84%
Interest
4.20
4.20
Exceptional Items
-1.60
0.00
Consolidate Net Profit
106.90
81.70
30.84%
Operating Profit Margin (Excl OI)
186.40%
162.10%
2.43%
USD in Million.
stock-summary Compare with Peers
Direction Arrows
Net Sales

YoY Growth in quarter ended Jun 2025 is 20.85% vs 37.69% in Jun 2024

Direction Arrows
Consolidated Net Profit

YoY Growth in quarter ended Jun 2025 is 30.84% vs 93.60% in Jun 2024

All Quarterly Resultsstock-summary
Annual Results Snapshot (Consolidated) - Dec'24stock-summary
Dec'24
Dec'23
Change(%)
Net Sales
2,996.40
2,442.70
22.67%
Operating Profit (PBDIT) excl Other Income
578.60
445.30
29.93%
Interest
16.80
16.70
0.60%
Exceptional Items
-7.30
-2.90
-151.72%
Consolidate Net Profit
417.70
285.20
46.46%
Operating Profit Margin (Excl OI)
183.90%
155.10%
2.88%
USD in Million.
stock-summary Compare with Peers
Direction Arrows
Net Sales

YoY Growth in year ended Dec 2024 is 22.67% vs -12.10% in Dec 2023

Direction Arrows
Consolidated Net Profit

YoY Growth in year ended Dec 2024 is 46.46% vs -46.33% in Dec 2023

All Annual Resultsstock-summary
stock-summaryCompany CV
About Evercore, Inc. stock-summary
stock-summary
Evercore, Inc.
Capital Markets
Evercore Inc., formerly Evercore Partners Inc., is a global independent investment banking advisory company. The Company advises a diverse set of investment banking clients on a wide range of transactions and issues and provides institutional investors with high quality equity research, sales and trading execution that is free of the conflicts created by proprietary activities. The Firm also offers investment management services to high net worth and institutional investors. The Company has 28 offices and affiliate offices in North America, Europe, South America and Asia and has the scale and strength to serve clients globally through a focused and tailored approach designed to meet their unique needs.
Company Coordinates stock-summary
Company Details
55 E 52nd St Fl 38 , NEW YORK NY : 10055-0002
stock-summary
Tel: 1 212 85731001 212 7674173
stock-summary
https://www.evercore.com/
stock-summary
Registrar Details
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