Evercore Statistics
Total Valuation
Evercore has a market cap or net worth of $13.90 billion. The enterprise value is $14.18 billion.
Important Dates
The last earnings date was Wednesday, February 4, 2026, before market open.
| Earnings Date | Feb 4, 2026 |
| Ex-Dividend Date | Feb 27, 2026 |
Share Statistics
Evercore has 39.58 million shares outstanding. The number of shares has increased by 1.17% in one year.
| Current Share Class | 38.68M |
| Shares Outstanding | 39.58M |
| Shares Change (YoY) | +1.17% |
| Shares Change (QoQ) | +0.98% |
| Owned by Insiders (%) | 5.18% |
| Owned by Institutions (%) | 92.59% |
| Float | 36.60M |
Valuation Ratios
The trailing PE ratio is 24.99 and the forward PE ratio is 18.71. Evercore's PEG ratio is 0.72.
| PE Ratio | 24.99 |
| Forward PE | 18.71 |
| PS Ratio | 3.53 |
| Forward PS | 3.11 |
| PB Ratio | 7.48 |
| P/TBV Ratio | 8.27 |
| P/FCF Ratio | n/a |
| P/OCF Ratio | n/a |
| PEG Ratio | 0.72 |
Financial Ratio HistoryEnterprise Valuation
| EV / Earnings | 23.95 |
| EV / Sales | 3.68 |
| EV / EBITDA | n/a |
| EV / EBIT | n/a |
| EV / FCF | n/a |
Financial Position
| Current Ratio | n/a |
| Quick Ratio | n/a |
| Debt / Equity | 0.54 |
| Debt / EBITDA | n/a |
| Debt / FCF | n/a |
| Interest Coverage | n/a |
Financial Efficiency
Return on equity (ROE) is 31.82% and return on invested capital (ROIC) is 20.06%.
| Return on Equity (ROE) | 31.82% |
| Return on Assets (ROA) | n/a |
| Return on Invested Capital (ROIC) | 20.06% |
| Return on Capital Employed (ROCE) | n/a |
| Weighted Average Cost of Capital (WACC) | 11.88% |
| Revenue Per Employee | $1.62M |
| Profits Per Employee | $248,707 |
| Employee Count | 2,380 |
| Asset Turnover | n/a |
| Inventory Turnover | n/a |
Taxes
In the past 12 months, Evercore has paid $153.11 million in taxes.
| Income Tax | 153.11M |
| Effective Tax Rate | 19.29% |
Stock Price Statistics
The stock price has increased by +24.14% in the last 52 weeks. The beta is 1.56, so Evercore's price volatility has been higher than the market average.
| Beta (5Y) | 1.56 |
| 52-Week Price Change | +24.14% |
| 50-Day Moving Average | 348.76 |
| 200-Day Moving Average | 302.40 |
| Relative Strength Index (RSI) | 46.65 |
| Average Volume (20 Days) | 428,656 |
Short Selling Information
The latest short interest is 728,694, so 1.84% of the outstanding shares have been sold short.
| Short Interest | 728,694 |
| Short Previous Month | 949,321 |
| Short % of Shares Out | 1.84% |
| Short % of Float | 1.99% |
| Short Ratio (days to cover) | 2.35 |
Income Statement
In the last 12 months, Evercore had revenue of $3.86 billion and earned $591.92 million in profits. Earnings per share was $14.05.
| Revenue | 3.86B |
| Gross Profit | 3.60B |
| Operating Income | 799.80M |
| Pretax Income | 793.81M |
| Net Income | 591.92M |
| EBITDA | n/a |
| EBIT | n/a |
| Earnings Per Share (EPS) | $14.05 |
Full Income StatementBalance Sheet
The company has $852.48 million in cash and $1.13 billion in debt, with a net cash position of -$280.48 million or -$7.09 per share.
| Cash & Cash Equivalents | 852.48M |
| Total Debt | 1.13B |
| Net Cash | -280.48M |
| Net Cash Per Share | -$7.09 |
| Equity (Book Value) | 2.09B |
| Book Value Per Share | 46.93 |
| Working Capital | n/a |
Full Balance SheetMargins
Gross margin is 93.40%, with operating and profit margins of 20.74% and 15.35%.
| Gross Margin | 93.40% |
| Operating Margin | 20.74% |
| Pretax Margin | 20.59% |
| Profit Margin | 15.35% |
| EBITDA Margin | n/a |
| EBIT Margin | n/a |
| FCF Margin | n/a |
Dividends & Yields
This stock pays an annual dividend of $3.36, which amounts to a dividend yield of 0.96%.
| Dividend Per Share | $3.36 |
| Dividend Yield | 0.96% |
| Dividend Growth (YoY) | 5.00% |
| Years of Dividend Growth | 19 |
| Payout Ratio | 23.91% |
| Buyback Yield | -1.17% |
| Shareholder Yield | -0.21% |
| Earnings Yield | 4.26% |
| FCF Yield | n/a |
Dividend DetailsAnalyst Forecast
The average price target for Evercore is $344.00, which is -2.03% lower than the current price. The consensus rating is "Buy".
| Price Target | $344.00 |
| Price Target Difference | -2.03% |
| Analyst Consensus | Buy |
| Analyst Count | 9 |
| Revenue Growth Forecast (5Y) | n/a |
| EPS Growth Forecast (5Y) | n/a |
Stock ForecastsFair Value
There are several formulas that can be used to estimate the intrinsic value of a stock.
| Lynch Fair Value | |
| Lynch Upside | |
| Graham Number | |
| Graham Upside | |
Stock Splits
This stock does not have any record of stock splits.
| Last Split Date | n/a |
| Split Type | n/a |
| Split Ratio | n/a |
Scores
| Altman Z-Score | n/a |
| Piotroski F-Score | 1 |
