📊 EVR Key Takeaways
Is EVR a Good Investment? Thesis Analysis
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.
Why Buy 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
EVR Investment Risks to Consider
- 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
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
EVR Financial Metrics
💡 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 Profitability Ratios
EVR vs Default Sector
How Evercore Inc. compares to Default sector averages
Sector benchmarks are approximate industry averages. Actual sector performance may vary.
Is EVR Overvalued or Undervalued?
Based on fundamental analysis, Evercore Inc. appears fundamentally strong relative to the Default 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.
EVR Balance Sheet & Liquidity
EVR 5-Year Financial Trend & Growth Analysis
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 Growth Metrics (YoY)
EVR Quarterly 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.
EVR Capital Allocation
EVR SEC 10-K & 10-Q Filing 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 an AI rating of BUY with 78% 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.
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.
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 March 2026, Evercore Inc. has a BUY rating with 78% 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 Default stocks?
Vs Default sector averages: Net margin 15.3% (avg: 12%), ROE 29.1% (avg: 15%), current ratio 2.16 (avg: 1.8).