Evercore Statistics
Total Valuation
Evercore has a market cap or net worth of $13.83 billion. The enterprise value is $13.93 billion.
Important Dates
The last earnings date was Wednesday, April 29, 2026, before market open.
| Earnings Date | Apr 29, 2026 |
| Ex-Dividend Date | May 29, 2026 |
Share Statistics
Evercore has 41.38 million shares outstanding. The number of shares has increased by 0.45% in one year.
| Current Share Class | 38.68M |
| Shares Outstanding | 41.38M |
| Shares Change (YoY) | +0.45% |
| Shares Change (QoQ) | -2.30% |
| Owned by Insiders (%) | 5.25% |
| Owned by Institutions (%) | 91.97% |
| Float | 36.56M |
Valuation Ratios
The trailing PE ratio is 18.92 and the forward PE ratio is 18.66. Evercore's PEG ratio is 0.95.
| PE Ratio | 18.92 |
| Forward PE | 18.66 |
| PS Ratio | 3.03 |
| Forward PS | 3.05 |
| PB Ratio | 7.24 |
| P/TBV Ratio | 9.04 |
| P/FCF Ratio | 9.07 |
| P/OCF Ratio | 8.74 |
| PEG Ratio | 0.95 |
Financial Ratio HistoryEnterprise Valuation
| EV / Earnings | 18.64 |
| EV / Sales | 3.06 |
| EV / EBITDA | n/a |
| EV / EBIT | n/a |
| EV / FCF | 9.14 |
Financial Position
The company has a current ratio of 2.22, with a Debt / Equity ratio of 0.53.
| Current Ratio | 2.22 |
| Quick Ratio | 1.78 |
| Debt / Equity | 0.53 |
| Debt / EBITDA | n/a |
| Debt / FCF | 0.72 |
| Interest Coverage | n/a |
Financial Efficiency
Return on equity (ROE) is 42.17% and return on invested capital (ROIC) is 24.52%.
| Return on Equity (ROE) | 42.17% |
| Return on Assets (ROA) | 21.35% |
| Return on Invested Capital (ROIC) | 24.52% |
| Return on Capital Employed (ROCE) | n/a |
| Weighted Average Cost of Capital (WACC) | 11.53% |
| Revenue Per Employee | $1.77M |
| Profits Per Employee | $290,651 |
| Employee Count | 2,570 |
| Asset Turnover | 1.20 |
| Inventory Turnover | n/a |
Taxes
In the past 12 months, Evercore has paid $203.89 million in taxes.
| Income Tax | 203.89M |
| Effective Tax Rate | 20.12% |
Stock Price Statistics
The stock price has increased by +38.47% in the last 52 weeks. The beta is 1.49, so Evercore's price volatility has been higher than the market average.
| Beta (5Y) | 1.49 |
| 52-Week Price Change | +38.47% |
| 50-Day Moving Average | 316.93 |
| 200-Day Moving Average | 326.01 |
| Relative Strength Index (RSI) | 51.46 |
| Average Volume (20 Days) | 598,726 |
Short Selling Information
The latest short interest is 1.06 million, so 2.57% of the outstanding shares have been sold short.
| Short Interest | 1.06M |
| Short Previous Month | 659,951 |
| Short % of Shares Out | 2.57% |
| Short % of Float | 2.91% |
| Short Ratio (days to cover) | 1.73 |
Income Statement
In the last 12 months, Evercore had revenue of $4.55 billion and earned $746.97 million in profits. Earnings per share was $17.75.
| Revenue | 4.55B |
| Gross Profit | 4.29B |
| Operating Income | 1.02B |
| Pretax Income | 1.01B |
| Net Income | 746.97M |
| EBITDA | n/a |
| EBIT | n/a |
| Earnings Per Share (EPS) | $17.75 |
Full Income StatementBalance Sheet
The company has $985.99 million in cash and $1.10 billion in debt, with a net cash position of -$112.31 million or -$2.71 per share.
| Cash & Cash Equivalents | 985.99M |
| Total Debt | 1.10B |
| Net Cash | -112.31M |
| Net Cash Per Share | -$2.71 |
| Equity (Book Value) | 2.09B |
| Book Value Per Share | 46.08 |
| Working Capital | 1.24B |
Full Balance SheetCash Flow
In the last 12 months, operating cash flow was $1.58 billion and capital expenditures -$57.45 million, giving a free cash flow of $1.52 billion.
| Operating Cash Flow | 1.58B |
| Capital Expenditures | -57.45M |
| Depreciation & Amortization | n/a |
| Net Borrowing | 164.00M |
| Free Cash Flow | 1.52B |
| FCF Per Share | $36.80 |
Full Cash Flow StatementMargins
Gross margin is 94.13%, with operating and profit margins of 22.45% and 16.40%.
| Gross Margin | 94.13% |
| Operating Margin | 22.45% |
| Pretax Margin | 22.26% |
| Profit Margin | 16.40% |
| EBITDA Margin | n/a |
| EBIT Margin | n/a |
| FCF Margin | 33.44% |
Dividends & Yields
This stock pays an annual dividend of $3.56, which amounts to a dividend yield of 1.06%.
| Dividend Per Share | $3.56 |
| Dividend Yield | 1.06% |
| Dividend Growth (YoY) | 5.25% |
| Years of Dividend Growth | 19 |
| Payout Ratio | 19.21% |
| Buyback Yield | -0.45% |
| Shareholder Yield | 0.62% |
| Earnings Yield | 5.41% |
| FCF Yield | 11.02% |
Dividend DetailsAnalyst Forecast
The average price target for Evercore is $373.80, which is 11.84% higher than the current price. The consensus rating is "Buy".
| Price Target | $373.80 |
| Price Target Difference | 11.84% |
| Analyst Consensus | Buy |
| Analyst Count | 11 |
| Revenue Growth Forecast (5Y) | 3.16% |
| 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 | 5 |
