Company Analysis Evercore
1. Summary
Advantages
- The stock's return over the last year (30.42%) is higher than the sector average (2.86%).
Disadvantages
- Price (324.24 $) is higher than fair price (119.11 $)
- Dividends (1.22%) are below the sector average (2.7%).
- Current debt level 22.12% has increased over 5 years from 14.43%.
- The company's current efficiency (ROE=23.03%) is lower than the sector average (ROE=89.51%)
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| Evercore | Financials | Index | |
|---|---|---|---|
| 7 days | 2.9% | -49.5% | -0.5% |
| 90 days | 7.2% | -3.2% | 3.7% |
| 1 year | 30.4% | 2.9% | 13% |
EVR vs Sector: Evercore has outperformed the "Financials" sector by 27.56% over the past year.
EVR vs Market: Evercore has outperformed the market by 17.39% over the past year.
Stable price: EVR is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.
Long period: EVR with weekly volatility of 0.585% over the past year.
3. Summary of the report
5. Fundamental Analysis
5.1. Stock price and price forecast
Above fair price: The current price (324.24 $) is higher than the fair price (119.11 $).
Price is higher than fair: The current price (324.24 $) is 63.3% higher than the fair price.
5.2. P/E
P/E vs Sector: The company's P/E (30.59) is lower than that of the sector as a whole (53.3).
P/E vs Market: The company's P/E (30.59) is lower than that of the market as a whole (56.01).
5.2.1 P/E Similar companies
5.3. P/BV
P/BV vs Sector: The company's P/BV (5.96) is higher than that of the sector as a whole (2.65).
P/BV vs Market: The company's P/BV (5.96) is lower than that of the market as a whole (17.54).
5.3.1 P/BV Similar companies
5.5. P/S
P/S vs Sector: The company's P/S indicator (3.86) is lower than that of the sector as a whole (6.31).
P/S vs Market: The company's P/S indicator (3.86) is lower than that of the market as a whole (27.84).
5.5.1 P/S Similar companies
5.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (21.39) is higher than that of the sector as a whole (15.48).
EV/Ebitda vs Market: The company's EV/Ebitda (21.39) is lower than that of the market as a whole (32.42).
6. Profitability
6.1. Profitability and revenue
6.2. Earnings per share - EPS
6.3. Past profitability Net Income
Yield Trend: Rising and has grown by 1.55% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (1.55%).
Profitability vs Sector: The return for the last year (0%) is lower than the return for the sector (29.45%).
6.4. ROE
ROE vs Sector: The company's ROE (23.03%) is lower than that of the sector as a whole (89.51%).
ROE vs Market: The company's ROE (23.03%) is lower than that of the market as a whole (38.93%).
6.6. ROA
ROA vs Sector: The company's ROA (9.6%) is lower than that of the sector as a whole (24.7%).
ROA vs Market: The company's ROA (9.6%) is lower than that of the market as a whole (11.34%).
6.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (7.05%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (10.17%).
8. Dividends
8.1. Dividend yield vs Market
Low yield: The dividend yield of the company 1.22% is below the average for the sector '2.7%.
8.2. Stability and increase in payments
Dividend stability: The company's dividend yield 1.22% has been steadily paid over the past 7 years, DSI=0.93.
Weak dividend growth: The company's dividend yield 1.22% has been growing weakly or stagnant over the past 5 years. Growth over only 0 years.
8.3. Payout percentage
Dividend Coverage: Current payments from income (35.91%) are at a comfortable level.
9. Insider trades
9.1. Insider trading
Insider Buying Exceeds insider sales by 100% over the last 3 months.
9.2. Latest transactions
| Transaction date | Insider | Type | Price | Volume | Quantity |
|---|---|---|---|---|---|
| 09.12.2025 | PAMELA CARLTON DIRECTOR |
Purchase | 342.59 | 6 578 | 192 |
| 01.08.2025 | Klurfeld Jason Officer |
Purchase | 285.85 | 1 572 180 | 5 500 |
| 19.11.2024 | HYMAN EDWARD S Vice Chair EVR & Chairman EISI |
Sale | 298.87 | 2 685 650 | 8 986 |
| 18.11.2024 | HYMAN EDWARD S Vice Chair EVR & Chairman EISI |
Sale | 298.55 | 3 330 030 | 11 154 |
| 01.02.2024 | LaLonde Timothy Gilbert Chief Financial Officer |
Sale | 173.51 | 433 775 | 2 500 |
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Based on sources: porti.ru
