Evercore (EVR) Stock Fundamentals, Analysis & Risk Signals

Health score, price, valuation, risk signals, and key metrics at a glance.

Evercore

NYSE•Financial Services•Capital Markets

$281.21-2.41(-0.01%)After hours

Market Cap

$10.14B

P/E

13.6x

P/S

2.1x

P/B

5.5x

Evercore Inc., together with its subsidiaries, operates as an independent investment banking firm in the Americas, Europe, Middle East, Africa, and Asia-Pacific. The company operates through two segments, Investment Banking & Equities, and Investment Management. The Investment Banking & Equities segment offers strategic advisory services, such as mergers, and acquisitions, strategic, defense, and shareholder advisory, special committee assignments, and real estate strategic advisory; private capital advisory and fundraising, market risk management and hedging, private capital markets and debt advisory, liability management and restructuring, and equity capital markets execution and advisory services; and research, sales, and trading professionals services on a content-led platform to its institutional investor clients. The Investment Management segment provides wealth management services to high-net-worth individuals, foundations, and endowments. The company was formerly known as Evercore Partners Inc. and changed its name to Evercore Inc. in August 2017. Evercore Inc. was founded in 1995 and is headquartered in New York, New York.

How this company scores

ExcellentMetricSide Score: 85/100

Strongest: Growth (24/25); weakest: Balance Sheet & Red Flags (16/25).

Profitability22/25

Growth24/25

Balance Sheet & Red Flags16/25

Cash & Earnings Quality23/25

Strengths

Growing revenueRising free cash flowStrong marginsHigh ROE

Valuation vs. 5-year range

Today's multiple positioned against its own trailing range — a visual premium/discount check.

P/E · 13.6x5y range 5.0x – 30.3x

Currently near its 20-quarter median.

P/S · 2.1x5y range 1.0x – 3.7x

Currently near its 20-quarter median.

P/B · 5.5x5y range 2.2x – 7.3x

Watch items

Data-driven signals worth keeping an eye on across the last 8 quarters

Some Concerns

Leverage Risk

Watch

Debt-to-equity has risen 65.1% recently — increasing financial risk even if the current ratio is manageable.

Cash Burn

Watch

FCF turned negative in 2 of the last 8 quarters — occasional cash consumption.

Price & Volume

Market Cap $10.14B

Metrics at a Glance

as of June 2026

Revenue & Profit

Revenue, EBITDA, operating income, net income, EPS, and shares

TTM Revenue: $4.74B
Q. Revenue: $998.50M
TTM EBITDA: $1.06B
TTM Op. Income: $1.01B
Q. Op. Income: $147.59M
TTM Net Income: $745.05M
Q. Net Income: $95.28M
EPS: $2.47
Shares Out.: $38.63M

$4.74B in TTM revenue grew 45.7% YoY, reaching $998.50M last quarter. TTM EBITDA of $1.06B and TTM operating income of $1.01B show growth is flowing through to the bottom line. TTM net income of $745.05M means revenue is converting into profit. Across the last 8 quarters, TTM revenue has risen for 7 consecutive quarters — an improving trend.

Margins

Gross, EBITDA, operating, and net margin trends

EBITDA Margin: 16.0%
Op. Margin: 14.8%
Net Margin: 9.5%

Op. margin of 14.8% is down 3.3% YoY — costs are rising relative to revenue. Net margin at 9.5% Across the last 8 quarters, operating margin has fallen for 2 consecutive quarters — a weakening trend.

Price Ratios

P/E, P/S, P/B, EV/EBITDA, FCF yield, and earnings yield

P/E Ratio: 13.6x
P/S Ratio: 2.1x
P/B Ratio: 5.5x

At 13.6x P/E, the stock trades below typical market levels. P/S of 2.1x and P/B of 5.5x provide additional context. P/E sits below typical market levels while revenue is growing. Across the last 8 quarters, P/E has fallen for 3 consecutive quarters — an improving trend.

Assets & Liabilities

Total assets, cash, debt, book value, and leverage

Total Assets: $4.70B
Cash: $1.26B
Long-Term Debt: $539.98M
Book Value: $1.86B
D/E Ratio: 0.3
Debt/EBITDA: 3.4

With $4.70B in assets and $539.98M in long-term debt, D/E is 0.3and book value is $1.86B — a conservative capital structure with a cushion to weather downturns. Over the past year, debt/equity is up 65% — an improving trend.

Cash Flow

Operating cash flow, free cash flow, FCF margin, and earnings quality

Op. Cash Flow: $525.52M
TTM Free Cash Flow: $1.63B
FCF Margin: 34.3%
FCF / Net Income: 2.2

TTM FCF of $1.63B on $525.52M in operating cash flow. The FCF / Net Income ratio of 2.2x means free cash flow covers net income — earnings are backed by cash. Across the last 8 quarters, free cash flow has risen for 5 consecutive quarters — an improving trend.