Evercore, Inc.

  • Market Cap: Small Cap
  • Industry: Capital Markets
  • ISIN: US29977A1051
USD
286.87
7.75 (2.78%)
  • Price Points
  • Score
  • Mojo Parameters
  • Total Return
  • News and Corporate Actions
  • Key factors
  • Shareholding
  • Financials
  • CompanyCV
stock-recommendationScore
Click here to find our call on this stock
Strong Sell
Sell
Hold
Buy
Strong Buy

Comparison

Company
Score
Quality
Valuation
Financial
Technical
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MarketAxess Holdings, Inc.
State Street Corp.
Coinbase Global, Inc.

Why is Evercore, Inc. ?

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
  • OPERATING CASH FLOW(Y) Highest at USD 785.43 MM
  • NET PROFIT(HY) At USD 244.54 MM has Grown at 53.37%
  • ROCE(HY) Highest at 29.16%
3
Consistent Returns over the last 3 years
  • Along with generating 15.88% returns in the last 1 year, the stock has outperformed S&P 500 in each of the last 3 annual periods
stock-recommendationReal-Time Research Report

Verdict Report

How much should you buy?

  1. Overall Portfolio exposure to Evercore, Inc. should be less than 10%
  2. Overall Portfolio exposure to Capital Markets should be less than 30%

(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Capital Markets)

When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock

Is Evercore, Inc. for you?

High Risk, High Return

Absolute
Risk Adjusted
Volatility
Evercore, Inc.
32.3%
1.77
43.70%
S&P 500
13.68%
0.70
20.15%
stock-recommendationQuality
stock-summaryManagement Risk
stock-summaryGrowth
stock-summaryCapital Structure
stock-recommendation
Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor
Value
Sales Growth (5y)
11.14%
EBIT Growth (5y)
6.32%
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
23.63%
Pledged Shares
0
Institutional Holding
100.00%
ROCE (avg)
2,056.13%
ROE (avg)
34.40%
stock-recommendationValuation

Valuation Scorecard stock-summary

stock-recommendation
Valuation grade scale :

Very Risky, Risky, Very Expensive, Expensive, Fair, Attractive, Very Attractive

Valuation Key Factors stock-summary

Factor
Value
P/E Ratio
40
Industry P/E
Price to Book Value
NA
EV to EBIT
29.30
EV to EBITDA
28.18
EV to Capital Employed
NA
EV to Sales
6.22
PEG Ratio
0.75
Dividend Yield
0.54%
ROCE (Latest)
NA
ROE (Latest)
NA
stock-recommendationTechnicals

Technical key factors

Indicator
Weekly
Monthly
MACD
Bearish
Mildly Bearish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bearish
Bearish
Moving Averages
Mildly Bullish (Daily)
KST
Bearish
Mildly Bearish
Dow Theory
Mildly Bearish
Mildly Bearish
OBV
No Trend
Mildly Bearish
stock-recommendation Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish  Turned 
Technical Movement
stock-recommendationFinancial Trend

Financial Trend Scorecard stock-summary

stock-recommendation
Financial Trend scale:

Very Negative, Negative, Flat, Positive, Very Positive, Outstanding

25What is working for the Company
OPERATING CASH FLOW(Y)

Highest at USD 1,234.44 MM

ROCE(HY)

Highest at 31.66%

DIVIDEND PER SHARE(HY)

Highest at USD 5.76

RAW MATERIAL COST(Y)

Fallen by 0.23% (YoY

CASH AND EQV(HY)

Highest at USD 5,423.7 MM

DEBT-EQUITY RATIO (HY)

Lowest at -91.14 %

NET SALES(Q)

Highest at USD 1,297.03 MM

PRE-TAX PROFIT(Q)

Highest at USD 317.96 MM

NET PROFIT(Q)

Highest at USD 207.3 MM

EPS(Q)

Highest at USD 4.76

-9What is not working for the Company
INTEREST(Q)

Highest at USD 8.75 MM

Here's what is working for Evercore, Inc.

Operating Cash Flow
Highest at USD 1,234.44 MM and Grown
In each year in the last three years
MOJO Watch
The company has generated higher cash revenues from business operations

Operating Cash Flows (USD MM)

Dividend per share
Highest at USD 5.76 and Grown
In each year in the last five years
MOJO Watch
Company is distributing higher dividend from profits generated

DPS (USD)

Net Sales
Highest at USD 1,297.03 MM
in the last five periods
MOJO Watch
Near term sales trend is positive

Net Sales (USD MM)

Net Sales
At USD 1,297.03 MM has Grown at 32.41%
Year on Year (YoY)
MOJO Watch
Near term sales trend is positive

Net Sales (USD MM)

Pre-Tax Profit
Highest at USD 317.96 MM
in the last five periods
MOJO Watch
Near term Pre-Tax Profit trend is positive

Pre-Tax Profit (USD MM)

Net Profit
Highest at USD 207.3 MM
in the last five periods
MOJO Watch
Near term Net Profit trend is positive

Net Profit (USD MM)

EPS
Highest at USD 4.76
in the last five periods
MOJO Watch
Increasing profitability; company has created higher earnings for shareholders

EPS (USD)

Cash and Eqv
Highest at USD 5,423.7 MM
in the last six Semi-Annual periods
MOJO Watch
Short Term liquidity is improving

Cash and Cash Equivalents

Debt-Equity Ratio
Lowest at -91.14 %
in the last five Semi-Annual periods
MOJO Watch
The company has been reducing its borrowing as compared to equity capital

Debt-Equity Ratio

Raw Material Cost
Fallen by 0.23% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin

Raw Material Cost as a percentage of Sales

Depreciation
Highest at USD 12.28 MM
in the last five periods
MOJO Watch
The expenditure on assets done by the company may have gone into operation

Depreciation (USD MM)

Depreciation
At USD 12.28 MM has Grown at 56.25%
period on period (QoQ)
MOJO Watch
The expenditure on assets done by the company has gone into productive use which should positively reflect in the future sales

Depreciation (USD MM)

Here's what is not working for Evercore, Inc.

Interest
At USD 8.75 MM has Grown at 23.08%
period on period (QoQ)
MOJO Watch
Rising interest cost signifies increased borrowings

Interest Paid (USD MM)

Interest
Highest at USD 8.75 MM
in the last five periods and Increased by 23.08% (QoQ)
MOJO Watch
Rising interest cost signifies increased borrowings

Interest Paid (USD MM)