Evercore Inc. (EVR)

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Evercore Inc. (EVR) is up 8.3% since the beginning of the year. At $367 per share, EVR is trading 5.7% below its 52-week high of $389. Investors who bought $1,000 worth of EVR shares 5 years ago would now be looking at an investment worth $2,974.

Evercore Inc. (EVR) has returned 8.31% so far this year and 44.22% over the past 12 months. Looking at the last ten years, EVR has achieved an annualized return of 25.51%, outperforming the S&P 500 Index benchmark, which averaged 13.71% per year.

Based on dividend-adjusted daily data since Aug 14, 2006, EVR's average daily return is +0.10%, while the average monthly return is +1.95%. At this rate, an investment would double in approximately 3.0 years.

Historically, 57% of months were positive and 43% were negative. The best month was Jul 2008 with a return of +37.5%, while the worst month was Jun 2008 at -34.8%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.

On a daily basis, EVR closed higher 52% of trading days. The best single day was Nov 26, 2008 with a return of +22.8%, while the worst single day was Apr 3, 2025 at -15.5%.

Evercore Inc. has an annualized alpha of 10.74%, beta of 1.29, and R2 of 0.38 versus S&P 500 Index. Calculated based on daily prices since August 14, 2006.

• This stock captured 170.68% of S&P 500 Index gains and 128.44% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• R2 of 0.38 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.

EVR ranks 72 for risk / return — better than 72% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

Evercore Inc. provided a 0.93% dividend yield over the last twelve months, with an annual payout of $3.41 per share. The company has been increasing its dividends for 18 consecutive years.

The table displays the monthly dividend distributions for Evercore Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Evercore Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Evercore Inc. was 81.49%, occurring on Nov 20, 2008. Recovery took 356 trading sessions.

The current Evercore Inc. drawdown is 3.81%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Evercore Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Evercore Inc. is priced in the market compared to other companies in the Capital Markets industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.