Max Chat
Company Analysis Evercore
1. Summary
Advantages
- The company's current efficiency (ROE=23.03%) is higher than the sector average (ROE=16.52%)
Disadvantages
- Price (244.03 $) is higher than fair price (107 $)
- Dividends (1.25%) are below the sector average (2.95%).
- The stock's return over the last year (-0.5319%) is lower than the sector average (16.13%).
- Current debt level 22.12% has increased over 5 years from 14.43%.
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| Evercore | Financials | Index | |
|---|---|---|---|
| 7 days | -0.6% | -47.1% | -0.3% |
| 90 days | 28.7% | -7.3% | 17.4% |
| 1 year | -0.5% | 16.1% | 11.1% |
EVR vs Sector: Evercore has significantly underperformed the "Financials" sector by -16.67% over the past year.
EVR vs Market: Evercore has significantly underperformed the market by -11.66% 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 -0.0102% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (244.03 $) is higher than the fair price (107 $).
Price is higher than fair: The current price (244.03 $) is 56.2% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (30.59) is lower than that of the sector as a whole (63.39).
P/E vs Market: The company's P/E (30.59) is lower than that of the market as a whole (61.84).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (5.96) is higher than that of the sector as a whole (2.7).
P/BV vs Market: The company's P/BV (5.96) is lower than that of the market as a whole (20.59).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (3.88) is lower than that of the sector as a whole (3.95).
P/S vs Market: The company's P/S indicator (3.88) is lower than that of the market as a whole (15.97).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (21.39) is higher than that of the sector as a whole (-120.2).
EV/Ebitda vs Market: The company's EV/Ebitda (21.39) is higher than that of the market as a whole (18.41).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. 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%) exceeds the return for the sector (-52.19%).
5.4. ROE
ROE vs Sector: The company's ROE (23.03%) is higher than that of the sector as a whole (16.52%).
ROE vs Market: The company's ROE (23.03%) is lower than that of the market as a whole (42.62%).
5.5. ROA
ROA vs Sector: The company's ROA (9.6%) is higher than that of the sector as a whole (3.56%).
ROA vs Market: The company's ROA (9.6%) is lower than that of the market as a whole (23.26%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (5.17%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (9.15%).
7. Dividends
7.1. Dividend yield vs Market
Low yield: The dividend yield of the company 1.25% is below the average for the sector '2.95%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 1.25% has been steadily paid over the past 7 years, DSI=1.
Dividend growth: Company's dividend yield 1.25% has been growing over the last 5 years. Growth over 20 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (35.91%) are at a comfortable level.
Pay for your subscription
More functionality and data for company and portfolio analysis is available by subscription
