Evercore Inc. (EVR) — Analysis Summary
Evercore Inc. (EVR) has a market cap of $11.23B with year-over-year revenue growth of +29.5%. Net margin stands at 15.3%. The stock trades at a P/E ratio of 15.1.
Key Takeaways
- Revenue changed +29.5% year-over-year
- Net margin of 15.3%
- P/E ratio of 15.1
Compared to other companies in the INVESTMENT ADVICE sector, EVR posted revenue growth of +29.5% and trades at a P/E of 15.1.
Evercore Inc. (EVR)
UPDATED — ET · MARKET DATA POLYGON · FINANCIALS SEC EDGAR
Red Flags & WarningsWatch List
Some caution signals are active and should be weighed alongside the valuation work.
Operating margin (15.7%) exceeds gross margin (0.0%) — check for other operating income or data classification issues
Evercore is a leading independent investment banking advisory firm that generates most of its revenue through merger and acquisition and restructuring advisory services, with much smaller capital raising, equities trading, and investment management businesses. Founded in 1995, it has built a reputation for advising on some of the world's largest and most complex transactions. Evercore operates globally, with a strong presence in the US and Europe, serving corporations, financial sponsors, and government clients. Its business model emphasizes high-touch, conflict-free advice rather than balance sheet lending, allowing it to compete with larger, bulge-bracket banks.
Sector
INVESTMENT ADVICE
Employees
2,570
Headquarters
NEW YORK, NY
Exchange
XNYS
Systematic competitive advantage assessment based on 4yr data
This assessment is based on quantitative analysis of historical financial data and does not constitute investment advice. Moat ratings may change with industry and competitive dynamics.
First version surfaces recent SEC Forms 3, 4, and 5 activity. It does not yet parse individual buy/sell transactions.
Capital Structure
Cash Flow
Annual Dividend/Share
$3.56
Dividend Yield
1.23%
Dividend History
Disclaimer: This is not financial advice. Data sourced from SEC EDGAR and Polygon.io. Past performance does not guarantee future results. Always conduct your own research before making investment decisions.