Evercore Inc. (EVR)
Company Info
| ISIN | US29977A1051 |
|---|---|
| CUSIP | 29977A105 |
| Sector | Financial Services |
| Industry | Capital Markets |
| IPO Date | Aug 11, 2006 |
Highlights
| Market Cap | $11.69B |
|---|---|
| EPS (TTM) | $7.80 |
| PE Ratio | 39.37 |
| PEG Ratio | 1.13 |
| Total Revenue (TTM) | $2.81B |
| Gross Profit (TTM) | $2.77B |
| EBITDA (TTM) | $480.71M |
| Year Range | $138.31 - $324.06 |
| Target Price | $285.43 |
| Short % | 2.61% |
| Short Ratio | 3.47 |
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: EVR vs. TW, EVR vs. VRNS, EVR vs. SCHD, EVR vs. NXST, EVR vs. VOO, EVR vs. ABBV, EVR vs. ETR, EVR vs. ARCC, EVR vs. SPY, EVR vs. JPM
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Evercore Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Evercore Inc. had a return of 81.58% year-to-date (YTD) and 124.21% in the last 12 months. Over the past 10 years, Evercore Inc. had an annualized return of 22.56%, outperforming the S&P 500 benchmark which had an annualized return of 11.39%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 81.58% | 25.45% |
| 1 month | 15.60% | 2.91% |
| 6 months | 57.91% | 14.05% |
| 1 year | 124.21% | 35.64% |
| 5 years (annualized) | 35.64% | 14.13% |
| 10 years (annualized) | 22.56% | 11.39% |
Monthly Returns
The table below presents the monthly returns of EVR, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.40% | 9.40% | 2.95% | -5.76% | 12.26% | 2.71% | 20.13% | -1.53% | 3.09% | 4.27% | 81.58% | ||
| 2023 | 19.00% | 1.64% | -12.04% | -1.14% | -4.70% | 14.49% | 9.28% | 4.29% | -1.55% | -5.58% | 13.94% | 15.93% | 60.59% |
| 2022 | -8.12% | 2.32% | -12.35% | -5.00% | 8.70% | -18.03% | 6.79% | -5.59% | -12.21% | 27.78% | 10.30% | -5.30% | -17.60% |
| 2021 | -0.49% | 10.32% | 9.99% | 6.37% | 4.57% | -3.49% | -6.09% | 6.15% | -4.28% | 13.59% | -8.24% | -2.05% | 26.29% |
| 2020 | 2.49% | -12.33% | -30.86% | 12.03% | 7.85% | 6.91% | -6.14% | 12.93% | 5.79% | 21.51% | 15.07% | 20.58% | 51.68% |
| 2019 | 25.00% | 3.52% | -1.19% | 7.07% | -20.16% | 14.68% | -2.48% | -6.95% | 0.43% | -8.06% | 5.85% | -3.39% | 7.39% |
| 2018 | 11.72% | -7.07% | -6.29% | 16.11% | 3.58% | 1.01% | 7.16% | -5.62% | -5.28% | -18.76% | 1.67% | -13.32% | -18.93% |
| 2017 | 12.74% | 3.15% | -2.07% | -5.33% | -7.62% | 3.98% | 11.56% | -3.63% | 6.36% | -0.19% | 8.93% | 3.63% | 33.42% |
| 2016 | -16.46% | 4.04% | 10.88% | -0.21% | 1.31% | -15.02% | 14.66% | 1.74% | 0.53% | 4.35% | 26.04% | 1.93% | 30.17% |
| 2015 | -8.59% | 7.60% | 0.84% | -6.62% | 6.26% | 5.87% | 8.97% | -10.43% | -4.09% | 7.48% | 3.42% | -2.63% | 5.57% |
| 2014 | -6.59% | 0.08% | -0.70% | -3.29% | 3.47% | 4.72% | -5.34% | -5.64% | -8.26% | 10.15% | -1.91% | 3.70% | -10.69% |
| 2013 | 26.93% | 6.79% | 2.21% | -9.25% | 5.79% | -1.11% | 20.72% | -5.50% | 10.41% | 2.52% | 9.17% | 8.99% | 102.08% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of EVR is 98, placing it in the top 2% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Evercore Inc. (EVR) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Evercore Inc. provided a 1.02% dividend yield over the last twelve months, with an annual payout of $3.12 per share. The company has been increasing its dividends for 16 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.12 | $3.00 | $2.84 | $2.65 | $2.35 | $2.24 | $1.90 | $1.42 | $1.27 | $1.15 | $1.03 | $0.91 |
Dividend yield | 1.02% | 1.75% | 2.60% | 1.95% | 2.14% | 3.00% | 2.66% | 1.58% | 1.85% | 2.13% | 1.97% | 1.52% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.76 | $0.00 | $0.00 | $0.80 | $0.00 | $0.00 | $0.80 | $0.00 | $0.00 | $0.00 | $2.36 | |
| 2023 | $0.00 | $0.72 | $0.00 | $0.00 | $0.76 | $0.00 | $0.00 | $0.76 | $0.00 | $0.00 | $0.76 | $0.00 | $3.00 |
| 2022 | $0.00 | $0.68 | $0.00 | $0.00 | $0.72 | $0.00 | $0.00 | $0.72 | $0.00 | $0.00 | $0.72 | $0.00 | $2.84 |
| 2021 | $0.00 | $0.61 | $0.00 | $0.00 | $0.68 | $0.00 | $0.00 | $0.68 | $0.00 | $0.00 | $0.68 | $0.00 | $2.65 |
| 2020 | $0.00 | $0.58 | $0.00 | $0.00 | $0.58 | $0.00 | $0.00 | $0.58 | $0.00 | $0.00 | $0.61 | $0.00 | $2.35 |
| 2019 | $0.00 | $0.50 | $0.00 | $0.00 | $0.58 | $0.00 | $0.00 | $0.58 | $0.00 | $0.00 | $0.58 | $0.00 | $2.24 |
| 2018 | $0.00 | $0.40 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $1.90 |
| 2017 | $0.00 | $0.34 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.40 | $0.00 | $1.42 |
| 2016 | $0.00 | $0.31 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.34 | $0.00 | $1.27 |
| 2015 | $0.00 | $0.28 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.31 | $0.00 | $1.15 |
| 2014 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.28 | $0.00 | $1.03 |
| 2013 | $0.22 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.25 | $0.00 | $0.91 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
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.
Worst Drawdowns
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 2.83%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -81.49% | Oct 27, 2006 | 521 | Nov 20, 2008 | 356 | Apr 23, 2010 | 877 |
| -67.42% | Aug 3, 2018 | 410 | Mar 20, 2020 | 190 | Dec 18, 2020 | 600 |
| -49.61% | Oct 21, 2021 | 235 | Sep 27, 2022 | 302 | Dec 8, 2023 | 537 |
| -43.31% | May 4, 2010 | 359 | Oct 3, 2011 | 331 | Jan 29, 2013 | 690 |
| -32.08% | Jan 23, 2014 | 612 | Jun 27, 2016 | 96 | Nov 10, 2016 | 708 |
Volatility
Volatility Chart
The current Evercore Inc. volatility is 18.50%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Evercore Inc. compared to its peers in the Capital Markets industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for EVR in comparison to other companies of the Capital Markets industry. Currently, EVR has a PE value of 39.4. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for EVR in comparison to other companies of the Capital Markets industry. Currently, EVR has a PEG value of 1.1. This PEG ratio falls in the average range for the industry.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Evercore Inc..
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Income Statement
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