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Evercore Inc

EVR | US

278.43

USD

-0.69

-0.25%

EVR | US

About Evercore Inc

Sector

Financial Services

Industry

Capital Markets

Earnings date

30/06/2024

As of date

24/03/2026

Close

278.43

Open

276.00

High

280.48

Low

273.83

Evercore Inc. together with its subsidiaries operates as an independent investment banking advisory firm in the United States Europe Latin America and internationally. It operates through two segments Investment Banking & Equities and Investment Management. The Investment Banking & Equities segment offers strategic advisory services such as mergers and acquisitions strategic defense and shareholder advisory special committee assignments restructuring and transaction structuring; private capital advisory and fundraising private capital markets and debt advisory and equity capital markets execution and advisory services; and research sales and trading professionals services on a content-led platform to its institutional investor clients. The Investment Management segment provides wealth management services to high-net-worth individuals foundations and endowments; and manages financial assets for institutional investors. The company was formerly known as Evercore Partners Inc. and changed its name to Evercore Inc. in August 2017. Evercore Inc. was founded in 1995 and is headquartered in New York New York.

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EVR | US

Risk
48.2
Sharpe
0.71
Luna's Score
54/100
Recommendation
Hold

Luna says (EVR | US)

What's Working

Largecap (10B - 200B USD)

Strong Revenue Growth (> 10%)

What's not Working

Negative Momentum (Declining Price)

High Market Beta (> 0.8)

Volatility Signals

Bullish: Stable Volatility (6-month <= 1-month volatility) is positive for the stock performance.

Risk Meter

10 days

40.7%

1 month

48.2%

3 months

42.4%

6 months

38.9%

Returns

Fundamental Ratios

PE

39.51

Fwd. PE

21.51

Price to book

7.24

Debt to equity

0.55

Debt to assets

0.25

Ent. to EBITDA

6.32

Ent. to rev.

4.50

PEG

1.13

Other Fundamentals

EBITDA

-

MarketCap

10.67B

MarketCap(USD)

10.67B

Div. yield

1.12

Op. margin

15.71

Erngs. growth

90.50

Rev. growth

38.00

Ret. on equity

19.55

Short ratio

3.29

Short perc.

2.53

Market Sentiment (SMA and Price signals)

Short-term: Bearish (SMA10D < SMA1M)

Intermediate-term: Bearish (SMA1M < SMA3M)

Long-term: Bullish (SMA6M > SMA12M)

SMAs: Stock Price Trends

Range10D

27.13

Range1M

62.55

Range3M

122.84

Volumes: Market Activity

Rel. volume

0.78

Price X volume

151.51M

Peers

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Close
Marketcap
Day Return
PE Ratio
Debt to Equity
 
 
 
 
 
 
 
 
Stanley Black & Decker IncSWKTools & Accessories71.5811.02B2.39%n/a71.97%
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JACKSON FINANCIAL INC CLASS AJXNInsurance-Life106.58.01B1.90%3.5520.17%
Iris Energy LtdIRENCapital Markets41.127.79B-2.47%n/a0.15%
FactSet Research Systems IncFDSCapital Markets197.47.51B-5.31%33.9071.42%
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Simpson Manufacturing Co. IncSSDTools & Accessories172.857.29B0.89%24.4631.54%
  • 1

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Polaris Industries IncPIIRecreational Vehicles56.673.16B1.50%14.48170.51%
LCI IndustriesLCIIRecreational Vehicles122.993.13B1.33%25.8277.66%
VeriFone Systems IncPAYBuilding Products & Equipment25.083.12B0.24%102.462.10%
Prestige Brands Holdings IncPBHMedical Distribution623.07B-1.24%17.7465.62%
Harley-Davidson IncHOGRecreational Vehicles18.612.45B4.61%7.33218.58%
Pitney Bowes IncPBIBuilding Products & Equipment10.661.91B0.85%n/a-571.93%
HNI CorporationHNIBuilding Products & Equipment36.471.72B-0.49%22.1276.47%
  • 1

Industry Comparison

ParameterCompanyIndustryIndicator
Enterprise to EBITDA6.32-Cheaper
Ent. to Revenue4.50-Cheaper
PE Ratio39.5129.90Expensive
Price to Book7.245.15Expensive
Dividend Yield1.12-Par
Std. Deviation (3M)42.44-Lower Risk
Debt to Equity0.550.88Cheaper
Debt to Assets0.250.27Par
Market Cap10.67B-Emerging
  • 1

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