📊 EVR Key Takeaways
Is Evercore Inc. (EVR) a Good Investment?
Evercore demonstrates solid fundamental strength with excellent profitability metrics (15.3% net margin, 29.1% ROE) and exceptional cash generation (30.5% FCF margin, $1.2B free cash flow). The company maintains fortress-like balance sheet quality with zero debt and 2.16x liquidity ratios, though modest revenue growth of 0.6% and declining net income (-7.6% YoY) suggest near-term operational headwinds in investment advisory services.
Evercore shows strong underlying fundamentals, with high operating profitability, excellent free cash flow generation, and a very clean balance sheet supported by substantial cash and no meaningful leverage. Growth quality is mixed because revenue was nearly flat and net income declined year over year, but the business still converted revenue into cash at an unusually strong rate and maintained high returns on equity and assets.
Why Buy Evercore Inc. Stock? EVR Key Strengths
- Exceptional cash generation with 30.5% FCF margin and $1.2B annual free cash flow
- World-class profitability: 15.3% net margin and 20.5% operating margin demonstrates pricing power
- Fortress balance sheet with $1.4B cash, zero long-term debt, and 32.7x interest coverage ratio
- Superior capital efficiency with 29.1% ROE and 11.0% ROA
- Strong liquidity position with 2.16x current and quick ratios
- High profitability, including a 20.5% operating margin and 15.3% net margin, supports strong earnings power
- Exceptional financial health with $1.43B in cash, a 2.16x current ratio, and effectively no debt reduces balance-sheet risk
- Free cash flow generation is outstanding at $1.18B, with a 30.5% FCF margin and low capital intensity
EVR Stock Risks: Evercore Inc. Investment Risks
- Revenue growth stalled at just 0.6% YoY indicating market headwinds or competitive pressure
- Net income declined 7.6% YoY despite flat revenue, signaling margin compression
- Investment advisory sector highly sensitive to market cycles and client sentiment
- 15 Form 4 insider filings warrant monitoring for potential concerns
- Limited organic growth trajectory may constrain long-term shareholder returns
- Revenue growth was only 0.6% year over year, indicating limited near-term top-line momentum
- Net income declined 7.6% year over year, which may signal margin pressure or less favorable business mix
- As an advisory-focused firm, results can be cyclical and sensitive to capital markets activity and deal volume
Key Metrics to Watch
- Quarterly revenue growth rate and management guidance on market conditions
- Operating and net margins to assess profitability sustainability
- Free cash flow generation and capital allocation decisions (dividends, buybacks, M&A)
- Client retention rates and assets under management trends
- Advisory revenue growth and operating margin trend
- Net income conversion into operating cash flow and free cash flow
Evercore Inc. (EVR) Financial Metrics & Key Ratios
💡 AI Analyst Insight
The 30.5% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. Strong liquidity with a 2.16x current ratio provides a solid financial cushion.
EVR Profit Margin, ROE & Profitability Analysis
EVR vs Market Sector: How Evercore Inc. Compares
How Evercore Inc. compares to Market sector averages
Sector benchmarks are approximate industry averages. Actual sector performance may vary.
Is Evercore Inc. Stock Overvalued? EVR Valuation Analysis 2026
Based on fundamental analysis, Evercore Inc. appears fundamentally strong relative to the Market sector in 2026.
Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.
Evercore Inc. Balance Sheet: EVR Debt, Cash & Liquidity
EVR Revenue & Earnings Growth: 5-Year Financial Trend
5-Year Trend Summary: Evercore Inc.'s revenue has grown significantly by 17% over the 5-year period, indicating strong business expansion. The most recent EPS of $6.37 reflects profitable operations.
EVR Revenue Growth, EPS Growth & YoY Performance
EVR Quarterly Earnings & Performance
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q3 2025 | $738.4M | $78.4M | $1.86 |
| Q2 2025 | $693.4M | $73.8M | $1.81 |
| Q1 2025 | $585.0M | $85.7M | $2.09 |
| Q3 2024 | $574.4M | $52.1M | $1.30 |
| Q2 2024 | $503.6M | $37.2M | $0.95 |
| Q1 2024 | $576.3M | $83.4M | $2.06 |
| Q3 2023 | $574.4M | $52.1M | $1.30 |
| Q2 2023 | $503.6M | $37.2M | $0.95 |
Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.
Evercore Inc. Dividends, Buybacks & Capital Allocation
EVR SEC Filings: Latest 10-K & 10-Q Analysis
Access official SEC EDGAR filings for Evercore Inc. (CIK: 0001360901)
📋 Recent SEC Filings
❓ Frequently Asked Questions about EVR
What is the AI rating for EVR?
Evercore Inc. (EVR) has a Combined AI Rating of BUY from Claude (BUY) and ChatGPT (BUY) with 80% combined confidence, based on fundamental analysis of SEC EDGAR filings.
What are EVR's key strengths?
Claude: Exceptional cash generation with 30.5% FCF margin and $1.2B annual free cash flow. World-class profitability: 15.3% net margin and 20.5% operating margin demonstrates pricing power. ChatGPT: High profitability, including a 20.5% operating margin and 15.3% net margin, supports strong earnings power. Exceptional financial health with $1.43B in cash, a 2.16x current ratio, and effectively no debt reduces balance-sheet risk.
What are the risks of investing in EVR?
Claude: Revenue growth stalled at just 0.6% YoY indicating market headwinds or competitive pressure. Net income declined 7.6% YoY despite flat revenue, signaling margin compression. ChatGPT: Revenue growth was only 0.6% year over year, indicating limited near-term top-line momentum. Net income declined 7.6% year over year, which may signal margin pressure or less favorable business mix.
What is EVR's revenue and growth?
Evercore Inc. reported revenue of $3.9B.
Does EVR pay dividends?
Evercore Inc. pays dividends, with $144.4M distributed to shareholders in the trailing twelve months.
Where can I find EVR SEC filings?
Official SEC filings for Evercore Inc. (CIK: 0001360901) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.
What is EVR's EPS?
Evercore Inc. has a diluted EPS of $14.05.
How is the AI analysis conducted?
Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.
Is EVR a good stock to buy right now?
Based on our AI fundamental analysis in April 2026, Evercore Inc. has a BUY rating with 80% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.
Is EVR stock overvalued or undervalued?
Valuation metrics for EVR: ROE of 29.1% (sector avg: 15%), net margin of 15.3% (sector avg: 12%). Higher ROE suggests strong returns relative to peers.
Should I buy EVR stock in 2026?
Our dual AI analysis gives Evercore Inc. a combined BUY rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.
What is EVR's free cash flow?
Evercore Inc.'s operating cash flow is $1.3B, with capital expenditures of $74.0M. FCF margin is 30.5%.
How does EVR compare to other Market stocks?
Vs Default sector averages: Net margin 15.3% (avg: 12%), ROE 29.1% (avg: 15%), current ratio 2.16 (avg: 1.8).
Why is EVR's return on equity (ROE) so high?
Evercore Inc. has a return on equity of 29.1%, significantly above the Market sector average of 15%. A high ROE indicates the company is efficient at generating profits from shareholder equity. This is supported by a 15.3% net margin.