Stocks · Financial Services · Financial - Capital Markets
Evercore Inc. EVR
$265.35 +1.40% Close, Oct 5, 2026 · NYSE · Market cap $10.12B
Strong growthHigh qualityWeak trendInexpensive vs sectorHigh risk
Next earnings report: Oct 28, 2026
Scroll or pinch to zoom, drag to move. Daily prices adjusted for splits. Markers: E = earnings (green beat, red miss), S = split, D = dividend.
Three things to know
- Diluted EPS over the last four quarters was $17.70, up 60.9% year over year.
- Revenue over the last four quarters was $4.74B, up 45.7% from a year earlier.
- The stock is in a downtrend: below its 200-day average, with the 50-day average below the 200-day.
PromtFinance scores
Each score is a percentile within the Financial Services sector (0–100). Under each score: how the stock ranks in its sector on every component. As of Oct 6, 2026.
How fast revenue, earnings and cash flow are growing.
- Revenue growth (TTM, YoY)Top 8%
- EPS growth (TTM, YoY)Top 18%
- FCF growth (TTM, YoY)Top 15%
- Revenue growth, 3-year CAGRBottom 36%
- Revenue growth accelerationBottom 37%
Returns on capital, margins, earnings quality and balance-sheet strength.
- Return on invested capitalTop 5%
- Gross marginTop 2%
- Operating marginTop 49%
- Cash conversion (OCF / net income)Top 17%
- Accruals (lower is better)Top 6%
- Net debt / EBITDA (lower is better)Top 26%
- Interest coverTop 5%
How cheap the shares are relative to earnings, cash flow and their own history.
- Earnings yieldTop 50%
- Free-cash-flow yieldTop 17%
- EBITDA / enterprise valueTop 25%
- Sales / enterprise valueTop 29%
- P/E vs own 5-year history (lower is better)Top 36%
Strength and persistence of the price trend, including versus the S&P 500.
- 12-month return excluding last monthBottom 15%
- 6-month returnBottom 8%
- 1-year return vs S&P 500Bottom 16%
- Distance from 52-week highBottom 14%
- Trend checklist (0–4)Bottom 9%
Earnings surprises and analyst sentiment (estimate-revision history is being collected).
- Average EPS surprise, last 4 quartersTop 15%
- Consecutive EPS beatsBottom 17%
- Share of analysts rating BuyTop 47%
- Upside to consensus price targetTop 7%
Low volatility, shallow drawdowns, low market sensitivity and modest leverage.
- Volatility, 60 days (lower is better)Bottom 20%
- Maximum drawdown, 3 yearsBottom 18%
- Beta vs S&P 500 (lower is better)Bottom 4%
- Net debt / EBITDA (lower is better)Top 26%
What changed
Latest four quarters versus the same period a year earlier (growth: versus one quarter earlier).
| Measure | Before | Now | |
|---|---|---|---|
| Revenue growth (YoY) | 47.3% | 45.7% | ↓ |
| EPS growth (YoY) | 69.8% | 60.9% | ↓ |
| Gross margin | 99.5% | 98.5% | ↓ |
| Operating margin | 18.4% | 22.1% | ↑ |
| FCF margin | 22.8% | 34.3% | ↑ |
Fundamental momentum
| Measure | Now (TTM) | Year / quarter before | Sector rank | |
|---|---|---|---|---|
| Revenue growth (TTM, YoY) | 45.7% | 47.3% | ↓ | Top 8% |
| EPS growth (TTM, YoY) | 60.9% | 69.8% | ↓ | Top 18% |
| Gross margin | 98.5% | 99.5% | ↓ | Top 2% |
| Operating margin | 22.1% | 18.4% | ↑ | Top 49% |
| Net margin | 15.7% | 14.2% | ↑ | — |
| Free-cash-flow margin | 34.3% | 22.8% | ↑ | — |
| Return on invested capital | 24.2% | — | Top 5% | |
| Revenue growth, 3-year CAGR | 11.8% | — | Bottom 36% |
Quality of earnings and balance sheet
- Cash conversion (OCF / net income)Above 1× means profits are backed by cash.
- 2.24×
- Accruals (net income − OCF) / assetsLower is better; high accruals can signal weaker earnings quality.
- -19.6%
- Stock-based compensation / revenueA cost to shareholders through dilution.
- 19.8%
- Receivables growth vs revenue growthReceivables growing much faster than sales can be a warning.
- -14.1 pp
- Net debt / EBITDABelow 1× is conservative; above 3× is high leverage.
- -0.15×
- Interest cover (operating income / interest)How many times operating profit covers interest.
- 31.7×
Shareholder returns
- Dividend yield (dividends paid, TTM)
- 1.48%
- Net buyback yield (TTM)
- 9.37%
- Shareholder yield
- 10.85%
- Share count change, 1 year
- -6.5%
- Share count change, 3-year CAGR
- +1.5%
Shareholder yield = dividends + net buybacks over the last four quarters, divided by market cap.
Based on the four quarters through Jun 30, 2026 (filed Aug 5, 2026).
Earnings and expectations
Earnings momentum
- Consecutive EPS beats
- 0
- Beats in the last 8 reports
- 7 of 8
- Average EPS surprise, last 4
- +18.9%
- Average 2-day reaction, last 8
- -2.4%
- Positive 20 days after report
- 4 of 8
Analysts
- Consensus price target
- $448.40
- Target vs current price
- +69.0%
- Analysts with a rating
- 22
- Share rating Buy or Strong Buy
- 50%
- Consensus rating
- Buy
How the stock reacted to recent reports
| Report date | EPS surprise | 2 days | 5 days | 20 days | 60 days |
|---|---|---|---|---|---|
| Jul 29, 2026 | -4.0% | -10.5% | -6.1% | -15.0% | — |
| Apr 29, 2026 | +38.7% | -4.8% | -4.2% | +0.6% | -0.3% |
| Feb 4, 2026 | +33.9% | +5.2% | +6.9% | -7.5% | -5.1% |
| Oct 29, 2025 | +7.1% | -9.1% | -7.5% | -2.3% | +13.1% |
| Jul 30, 2025 | +36.0% | +2.5% | -1.3% | +7.3% | +4.8% |
| Apr 30, 2025 | +126.6% | +3.2% | +3.4% | +16.8% | +51.3% |
| Feb 5, 2025 | +17.6% | +0.8% | -6.1% | -21.3% | -27.1% |
| Oct 23, 2024 | +4.1% | -6.5% | -3.8% | +9.2% | +4.3% |
Returns from the close before each report. Past reactions do not determine future ones.
Earnings history
| Report date | EPS | Estimate | Surprise | Revenue |
|---|---|---|---|---|
| Jul 29, 2026 | $2.91 | $3.03 | -4.0% | $998.5M |
| Apr 29, 2026 | $7.53 | $5.43 | +38.7% | $1.40B |
| Feb 4, 2026 | $5.13 | $3.83 | +33.9% | $1.30B |
| Oct 29, 2025 | $3.48 | $3.25 | +7.1% | $1.05B |
| Jul 30, 2025 | $2.42 | $1.78 | +36.0% | $838.0M |
| Apr 30, 2025 | $3.49 | $1.54 | +126.6% | $699.0M |
| Feb 5, 2025 | $3.41 | $2.90 | +17.6% | $975.3M |
| Oct 23, 2024 | $2.04 | $1.96 | +4.1% | $738.4M |
Valuation in context
| Multiple | Now | 5-year median | 5-year percentile | Sector rank (cheapness) |
|---|---|---|---|---|
| P/E (trailing) | 15.0× | 18.0× | 38th | Top 50% |
| P/E (forward) | 13.7× | — | — | — |
| EV / EBITDA | 9.4× | — | — | Top 25% |
| EV / Sales | 2.10× | — | — | Top 29% |
| Free-cash-flow yield | 16.06% | — | — | Top 17% |
| Earnings yield | 6.67% | — | — | Top 50% |
P/E over the past five years
Range 6.0× – 40.6× since Jun 30, 2021. Each point: price on the filing date divided by trailing-twelve-month EPS known then.
What moved the stock over the past year
- Price return, 1 year
- -20.6%
- Earnings per share growth (TTM)
- +60.9%
- Change in P/E multiple
- -33.5%
Most of the move came from earnings growth.
Technical state
Trend checklist
- ✗ Price above 20-day average
- ✗ Price above 50-day average
- ✗ Price above 200-day average
- ✗ 50-day average above 200-day
- ✓ MACD histogram positive
Trend quality
- Days above the 50-day average
- 0
- Days above the 200-day average
- 0
- 50-day average slope (20 days)
- -9.2%
- 200-day average slope (20 days)
- -1.7%
- Distance from 50-day average
- -8.2%
- Distance from 200-day average
- -18.2%
- RSI (14)
- 41.6
- Relative volume
- 1.20×
Risk and drawdowns
- Volatility, 60 days (annualized)
- 35.3%
- Volatility vs own 5-year history
- 54th percentile · Normal for this stock
- Beta vs S&P 500 (2 years, weekly)
- 1.87
- Correlation with S&P 500
- 0.70
- Current drawdown from 1-year high
- -30.7%
- Maximum drawdown, 3 years
- -48.2%
Largest declines in the past six years
| From peak | To low | Decline | Length | Recovery |
|---|---|---|---|---|
| Oct 20, 2021 | Sep 27, 2022 | -50.8% | 235 days | 306 days (Dec 14, 2023) |
| Nov 6, 2024 | Apr 8, 2025 | -48.2% | 103 days | 94 days (Aug 22, 2025) |
| Jan 15, 2026 | Sep 24, 2026 | -32.9% | 173 days | Not yet recovered |
| Sep 18, 2025 | Oct 30, 2025 | -19.6% | 30 days | 44 days (Jan 5, 2026) |
| May 24, 2021 | Jul 19, 2021 | -16.1% | 38 days | 62 days (Oct 14, 2021) |
Declines of 10% or more from a closing high, measured on daily closes.
Financial statements
- Market cap
- $10.12B
- P/E (TTM)
- 15.0
- EPS, diluted (TTM)
- $17.70
- Revenue (TTM)
- $4.74B
- Dividend yield
- 1.30%
- 52-week range
- $251.13 – $388.71
| FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|
| Revenue | $3.31B | $2.78B | $2.44B | $3.00B | $3.88B |
| Gross profit | $3.29B | $2.76B | $2.43B | $2.98B | $3.86B |
| Operating income | $1.12B | $704.0M | $365.8M | $533.1M | $793.8M |
| Net income | $740.1M | $476.5M | $255.5M | $378.3M | $591.9M |
| EPS (diluted) | $17.08 | $11.61 | $6.37 | $9.08 | $14.05 |
| Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $738.4M | $979.5M | $699.0M | $838.0M | $1.05B | $1.30B | $1.40B | $998.5M |
| Net income | $78.4M | $140.4M | $146.2M | $97.2M | $144.6M | $204.0M | $301.2M | $95.3M |
| EPS (diluted) | $1.86 | $3.30 | $3.48 | $2.36 | $3.42 | $4.76 | $7.20 | $2.32 |
| FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|
| Operating cash flow | $1.38B | $531.4M | $458.0M | $988.2M | $1.26B |
| Capital expenditure | -$28.0M | -$23.2M | -$20.0M | -$30.1M | -$74.0M |
| Free cash flow | $1.36B | $508.2M | $437.9M | $958.0M | $1.18B |
| Dividends paid | -$118.8M | -$127.3M | -$127.9M | -$135.8M | -$144.4M |
| Net share buybacks | -$729.7M | -$550.3M | -$392.0M | -$450.5M | -$661.8M |
Cash outflows are shown as negative numbers.
- Cash and short-term investments
- $2.40B
- Total assets
- $4.70B
- Total liabilities
- $2.52B
- Total debt
- $1.09B
- Net debt
- -$163.5M
- Shareholders’ equity
- $1.86B
As of Jun 30, 2026 (filed Aug 5, 2026).
Dividends
| Ex-date | Amount | Paid |
|---|---|---|
| Aug 28, 2026 | $0.89 | Sep 11, 2026 |
| May 29, 2026 | $0.89 | Jun 12, 2026 |
| Feb 27, 2026 | $0.84 | Mar 13, 2026 |
| Nov 28, 2025 | $0.84 | Dec 12, 2025 |
| Aug 29, 2025 | $0.84 | Sep 12, 2025 |
| May 30, 2025 | $0.84 | Jun 13, 2025 |
| Feb 28, 2025 | $0.80 | Mar 14, 2025 |
| Nov 29, 2024 | $0.80 | Dec 13, 2024 |
Short interest
- Shares sold short
- 1,138,626
- Days to cover
- 2.80
- Change vs previous report
- -11.7%
FINRA short interest, settlement date Sep 15, 2026.