EVR Share Price | Evercore, Inc. Stock Analysis & Recommendation

Q: How big is Evercore, Inc.?

Market Cap: As of Jun 18, Evercore, Inc. has a market capitalization of 20,838.91 million, categorizing it as a Mid Cap company.Recent Quarterly Performance: For the latest four quarters, Evercore reported net sales of 3,110.37 million and a net profit of 478.40 million.Balance Sheet Snapshot: 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.

Q: What does Evercore, Inc. do?

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

Q: Is Evercore, Inc. overvalued or undervalued?

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.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.

Q: 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.

Price Point

High/Low

1Day

52 Week

Valuation

Technical

Day's Volume

CASH

130.13 k

Shareholding (Sep 2025)

FII

14.45%

Held by 219 FIIs

DII

38.94%

Held by 53 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.

View full answer

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.

View full answer

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.

View full answer

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%.

View full answer

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.

View full answer

Compare Evercore, Inc. with Similar Stocks

Houlihan Lokey, Inc.Jefferies Financial Group, Inc.MarketAxess Holdings, Inc.

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

MarketsMojo — Loved in India, Now Global

The power of Mojo is now in 29 countries. Explore global equities with the same cutting-edge features you love.Unlock 29 Markets

Dashboard

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

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

Consistent Returns over the last 3 years

Mojo Parameters

Stock DNA

Industry

Capital Markets

Market cap

USD 14,399 Million (Small Cap)

P/E

47.00

Industry P/E

Dividend Yield

21.74%

Debt Equity

-999,999.00

Return on Equity

29.41%

Price to Book

7.96

Revenue and Profits:

Net Sales:

838 Million

(Quarterly Results - Jun 2025)

Net Profit:

107 Million

Total Returns

Total Returns (Price + Dividend)

TimePeriod

Price Return

Dividend Return

Total Return

3 Months

84.54%

6 Months

20.62%

1 Year

80.89%

2 Years

191.6%

3 Years

253.97%

4 Years

149.46%

5 Years

464.08%

Evercore, Inc. for the last several years.

Risk Adjusted Returns v/s

News & Corporate Actions

News

No Recent News for the Company

Announcements

No announcement available

Corporate Actions

No corporate action available

Key Factors

Quality key factors

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)

Sales to Capital Employed (avg)

Tax Ratio

14.38%

Dividend Payout Ratio

34.79%

Pledged Shares

Institutional Holding

100.00%

ROCE (avg)

2,056.13%

ROE (avg)

34.40%

Valuation key factors

Factor

Value

P/E Ratio

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

Bullish

RSI

No Signal

Bollinger Bands

Mildly Bullish

Moving Averages

Bullish (Daily)

KST

Bullish

Mildly Bearish

Dow Theory

Mildly Bearish

Bullish

OBV

Mildly Bearish

Mildly Bullish

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Shareholding

Shareholding Snapshot : Sep 2025

Shareholding Compare (%holding)

Majority shareholders

Domestic Funds

Held in 130 Schemes (46.58%)

Foreign Institutions

Held by 219 Foreign Institutions (14.45%)

Strategic Entities with highest holding

Highest Public shareholder

Financial

[
  {
    "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
      },
      {
        "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": [
      {
        "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 - YoY

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

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.

Compare with Peers

Net Sales

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

Consolidated Net Profit

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

All Quarterly Results

Annual Results Snapshot (Consolidated) - Dec'24

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.

Compare with Peers

Net Sales

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

Consolidated Net Profit

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

All Annual Results

Company CV

About Evercore, Inc.

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

Company Details

55 E 52nd St Fl 38 , NEW YORK NY : 10055-0002

Tel: 1 212 85731001 212 7674173

https://www.evercore.com/

Registrar Details

Evercore, Inc.

1Day

52 Week

CASH

FII

DII

Promoter

How big is Evercore, Inc.?

Watch in Real-Time

What does Evercore, Inc. do?

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

Is Evercore, Inc. overvalued or undervalued?

Is Evercore, Inc. technically bullish or bearish?

Compare Evercore, Inc. with Similar Stocks

MarketsMojo — Loved in India, Now Global

Dashboard

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

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

Consistent Returns over the last 3 years

Mojo Parameters

Stock DNA

Total Returns (Price + Dividend)

Risk Adjusted Returns v/s

News

Announcements

Corporate Actions

Quality key factors

Valuation key factors

Technicals key factors

Shareholding Snapshot : Sep 2025

Shareholding Compare (%holding)

Quarterly Results Snapshot (Consolidated) - Jun'25 - YoY

Annual Results Snapshot (Consolidated) - Dec'24

About Evercore, Inc.

Company Coordinates