(EVR) Evercore Partners - Ratings and Ratios

Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US29977A1051

EVR: Advisory Services, Wealth Management, Investment Banking, Capital Markets

Evercore Inc. (NYSE:EVR), a premier independent investment banking firm, provides advisory services across the Americas, Europe, Middle East, Africa, and Asia-Pacific. The firm operates through two primary segments: Investment Banking & Equities and Investment Management. The Investment Banking & Equities division delivers strategic advisory services, including M&A, restructuring, liability management, and equity capital markets, complemented by private capital advisory, hedging solutions, and institutional investor services. The Investment Management segment focuses on wealth management for high-net-worth individuals, foundations, and endowments. Evercore, founded in 1995 and headquartered in New York, has established itself as a trusted advisor in complex financial transactions, leveraging its expertise in strategic advisory and capital markets. The firms independent structure allows for unbiased, client-centric solutions, positioning it as a key player in global investment banking.

As of the latest data, Evercore Inc. trades at $198.25 with a market capitalization of $7.21 billion. The stock exhibits a trailing P/E of 20.29 and a forward P/E of 18.90, indicating moderate valuation relative to earnings expectations. The price-to-book ratio of 4.22 reflects strong equity returns, while the price-to-sales ratio of 2.46 underscores its revenue efficiency. The return on equity of 22.15% highlights the companys profitability in generating shareholder value.

Based on current trends, Evercore Inc. (EVR) is expected to face headwinds in the near term, as the stock price of $198.25 remains below its 20-day SMA of $184.60, 50-day SMA of $209.78, and 200-day SMA of $250.50. This indicates a bearish trend in the medium term. The ATR of 12.21 suggests moderate volatility, with potential price swings of ±5-7% over the next quarter. Support levels at $180 and resistance at $220 will be critical technical indicators to monitor. Fundamentally, Evercores forward P/E of 18.90 signals investor confidence in its future earnings growth, despite the current macroeconomic uncertainties impacting the investment banking sector. The firms strong return on equity of 22.15% and solid balance sheet position it well to navigate challenging market conditions. However, the industry-wide decline in M&A activity and equity capital markets could weigh on revenue in the coming months. Managements ability to maintain profitability and market share will be key drivers of performance.

Additional Sources for EVR Stock

EVR Stock Overview

Market Cap in USD 7,209m
Sector Financial Services
Industry Capital Markets
GiC Sub-Industry Investment Banking & Brokerage
IPO / Inception 2006-08-11

EVR Stock Ratings

Growth Rating 72.7
Fundamental 54.4
Dividend Rating 67.2
Rel. Strength -8.62
Analysts 3.88/5
Fair Price Momentum 194.36 USD
Fair Price DCF 217.49 USD

EVR Dividends

Dividend Yield 12m 1.46%
Yield on Cost 5y 7.04%
Annual Growth 5y 6.10%
Payout Consistency 100.0%

EVR Growth Ratios

Growth Correlation 3m -91.7%
Growth Correlation 12m 27.7%
Growth Correlation 5y 78.7%
CAGR 5y 34.10%
CAGR/Max DD 5y 0.69
Sharpe Ratio 12m 0.50
Alpha -6.55
Beta 1.733
Volatility 67.32%
Current Volume 549.5k
Average Volume 20d 883.8k
What is the price of EVR stocks?
As of April 26, 2025, the stock is trading at USD 197.58 with a total of 549,543 shares traded.
Over the past week, the price has changed by +12.61%, over one month by -9.03%, over three months by -29.55% and over the past year by +9.02%.
Is Evercore Partners a good stock to buy?
Partly, yes. Based on ValueRay Fundamental Analyses, Evercore Partners (NYSE:EVR) is currently (April 2025) ok to buy, but has to be watched. It has a ValueRay Fundamental Rating of 54.38 and therefor a somewhat positive outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of EVR as of April 2025 is 194.36. This means that EVR is currently overvalued and has a potential downside of -1.63%.
Is EVR a buy, sell or hold?
Evercore Partners has received a consensus analysts rating of 3.88. Therefor, it is recommend to buy EVR.
  • Strong Buy: 2
  • Buy: 3
  • Hold: 3
  • Sell: 0
  • Strong Sell: 0
What are the forecast for EVR stock price target?
According to ValueRays Forecast Model, EVR Evercore Partners will be worth about 225 in April 2026. The stock is currently trading at 197.58. This means that the stock has a potential upside of +13.87%.
Issuer Forecast Upside
Wallstreet Target Price 215.4 9%
Analysts Target Price 329.1 66.6%
ValueRay Target Price 225 13.9%