Evercore Partners Inc
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Price history
Chart
Interactive price chart (TradingView).
52-week range: 261.80 $ to 383.10 $ · Last price: 262.60 $ (As of: September 18, 2026)
Key figures
Key figures at a glance
Every figure we hold for this stock, grouped by topic. The question mark next to a label explains what the number means.
Basics
Performance
Technical Indicators
Calculated from the price history · as of 09/18/2026
Valuation
Profitability
Balance Sheet & Safety
Growth
Dividend
Quality & Screener
Comparison
Industry comparison
The stock alongside the largest companies in the same group. The median row is the middle value of the companies shown above — not of the whole industry.
Industry: Capital Markets
| Company | Market cap ($B) | P/E | EV/EBITDA | Gross Margin % | EBIT Margin % | Sales Growth (Year) % | Perf. 1Y % |
|---|---|---|---|---|---|---|---|
| Evercore Partners Inc EVR | 10.2 | 14.5 | 6.3 | 93.9 | 24.4 | 29.5 | -23.8 |
| Morgan Stanley MS | 319.6 | 17.6 | 0.0 | 87.6 | 40.6 | 11.5 | 30.1 |
| Goldman Sachs Group Inc GS | 277.9 | 17.2 | 0.0 | 82.1 | 38.6 | -1.4 | 19.4 |
| Charles Schwab Corp SCHW | 180.9 | 21.5 | 0.0 | 97.5 | 49.4 | 6.5 | 14.3 |
| Interactive Brokers Group Inc IBKR | 153.8 | 39.1 | 3.4 | 93.0 | 76.8 | 9.8 | 40.3 |
| Robinhood Markets Inc HOOD | 109.2 | 58.0 | 45.6 | 91.9 | 38.5 | 51.6 | -0.9 |
| Nomura Holdings Inc NMR | 29.5 | 12.0 | 0.0 | 78.0 | 30.8 | 5.6 | 38.3 |
| LPL Financial Holdings Inc LPLA | 26.5 | 28.6 | 13.5 | 29.9 | 11.1 | 37.2 | -1.5 |
| Circle Internet Group, Inc. CRCL | 24.9 | – | 45.7 | 22.0 | 6.5 | 63.9 | -35.1 |
| Median of companies shown | 109.2 | 19.5 | 3.4 | 87.6 | 38.5 | 11.5 | 14.3 |
Based on the most recently reported figures. Only stocks from the same trading venue are lined up, so the market caps are counted in one currency. Compare in a chart →
Fiscal years
Annual Figures
Fiscal years from the audited annual reports, oldest first. EBIT is the operating profit before interest and taxes; total assets are everything the company owns.
Revenue, operating income and net income per fiscal year $M
Revenue Operating income Net income
| Fiscal Year | Revenue ($M) | EBIT ($M) | Net Income ($M) | EPS ($) | Operating Cash Flow ($M) | Equity ($M) | Total Assets ($M) |
|---|---|---|---|---|---|---|---|
| 2016 | 1,457 | 268 | 108 | 2.43 | 416 | 783 | 1,662 |
| 2017 | 1,724 | 438 | 125 | 2.80 | 517 | 796 | 1,585 |
| 2018 | 2,082 | 551 | 377 | 8.33 | 850 | 1,008 | 2,126 |
| 2019 | 2,029 | 449 | 297 | 6.89 | 505 | 870 | 2,599 |
| 2020 | 2,285 | 541 | 351 | 8.23 | 978 | 1,231 | 3,371 |
| 2021 | 3,307 | 1,117 | 740 | 17.08 | 1,385 | 1,320 | 3,803 |
| 2022 | 2,779 | 704 | 477 | 11.61 | 531 | 1,537 | 3,621 |
| 2023 | 2,443 | 366 | 255 | 6.37 | 458 | 1,577 | 3,703 |
| 2024 | 2,996 | 533 | 378 | 9.08 | 988 | 1,708 | 4,174 |
| 2025 | 3,880 | 794 | 592 | 13.34 | 1,256 | 2,032 | 5,358 |
Quarters
Quarterly Figures
Each bar is one quarter, the last one is the most recent. Use the switch to step through the individual figures.
Revenue & Profit
Cash Flow
Balance Sheet
Margins
Per Share
Click the chart or tab into it, then use ← and → to step through the periods.
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· Total · per year
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The figures could not be loaded right now.
Source: fundamental data
| Quarter | EPS (Earnings Per Share) | EPS YoY (%) | Sales ($M) | Sales YoY (%) | Net Margin (%) | OCF ($M) | FCF ($M) |
|---|---|---|---|---|---|---|---|
| 2024: Q4 | 3.30 | 62.00 | 980 | 24.30 | 14.30 | 686 | 673 |
| 2025: Q1 | 3.48 | 66.60 | 699 | 19.50 | 20.90 | -550 | -569 |
| 2025: Q2 | 2.36 | 30.40 | 838 | 20.90 | 11.60 | 438 | 412 |
| 2025: Q3 | 3.45 | 85.10 | 1,046 | 41.70 | 13.80 | 561 | 542 |
| 2025: Q4 | 4.76 | 44.50 | 1,297 | 32.40 | 15.70 | 808 | 799 |
| 2026: Q1 | 7.20 | 107.10 | 1,401 | 100.30 | 21.50 | -226 | -229 |
| 2026: Q2 | 2.32 | -1.70 | 999 | 19.20 | 9.50 | 526 | 526 |
What Do These Terms Mean?
- EPS (Earnings Per Share):
- Quarterly profit divided by the total share count — how much of the profit works out to a single share.
- YoY (Year over Year):
- Change versus the same quarter a year ago — this is how you compare without seasonal distortion (e.g. the holiday shopping season).
- Sales:
- All revenue for the quarter, before any costs are deducted — the top line of the income statement.
- Net Margin:
- What percentage of sales is left over as profit in the end. Negative means the company is posting a loss.
- OCF (Operating Cash Flow):
- The cash that actually flows into the till from the core business during the quarter — harder to dress up than book profit.
- FCF (Free Cash Flow):
- Operating cash flow minus capital expenditures — the money that's genuinely free to use, say for paying down debt, buybacks, or dividends.
Screening
Appears in These Scanners
This stock currently matches 14 of our scanner strategies — each hit links to the scanner.
Backtested Scanners
Growth
Quality & Balance Sheet
- Institutional Accumulation
- Pros 80%
- QARP — Quality at a Fair Price
- Terry Smith: Quality (Fundsmith Criteria)
Aktien.Guide
Breakout & Setup
Momentum & Trend
Value & GARP
Only genuine hits from verified scanners count; pure ranking metrics (P/E, P/S, and similar, which just sort the whole universe) don't count as a hit. View all scanners
Outlook
Analysts & Price Target
Combined picture of the price targets and recommendations of every analyst covering the stock. Price targets are expectations for the next 12 months, not promises — and they often follow the price rather than predict it.
Distribution of Recommendations
Estimates by Fiscal Year
| Fiscal Year | EPS Estimate ($) | EPS Range ($) | Revenue Estimate ($M) | Expected Growth | Analysts |
|---|---|---|---|---|---|
| 12/31/2026 | 19.54 | 18.65 – 21.02 | 4,854 | 34.2% | 10 |
| 12/31/2027 | 22.58 | 19.75 – 26.87 | 5,468 | 15.6% | 10 |
Average of the analyst estimates for the coming fiscal years. The range shows how far the most optimistic and the most cautious estimate sit apart — the wider it is, the less certain the expectation.
Valuation
What is priced in?
Instead of guessing what the stock is worth, we turn the question around: what free cash flow growth has to happen for today’s market value to add up? The assumptions behind it can be moved.
Today’s market value implies roughly -8.7% growth in free cash flow per year over ten years (assumptions: discount rate 10.0%, terminal growth 2.5%).
| Free cash flow (last twelve months) | $1.63B |
|---|---|
| Market cap | $10.16B |
| Free cash flow in year ten | $654.7M |
| Terminal value as a share of market value | 34.0% |
For comparison: over the past five years free cash flow grew by 5.0% per year.
It shows which assumption is built into today’s price, not whether that assumption will hold. Every assumption can be changed with the sliders; the figures move with them.
A simplified model calculation — not a forecast and not a recommendation.
AI classification
AI Rating
Evercore erwähnt künstliche Intelligenz in den geprüften Berichten ausschließlich als Risikofaktor — als Verstärker von Cyber-, Betrugs- und Betriebsrisiken sowie als Risiko, das durch den KI-Einsatz Dritter zunimmt. Es gibt keine eigene KI-Anwendung im Kerngeschäft, kein KI-Produkt, keinen KI-bezogenen Umsatz und keine ausgewiesenen KI-Investitionen. Das Geschäftsmodell der unabhängigen Beratungsbank beruht auf 210 Senior Managing Directors und persönlichen Mandantenbeziehungen; KI spielt darin bislang keine ausgewiesene Rolle.
View the full file — quotes, sources, reviewed filings
„The increased use of mobile technologies, artificial intelligence and remote working arrangements heighten these and other operational risks."
Der zunehmende Einsatz mobiler Technologien, künstlicher Intelligenz und ortsunabhängiger Arbeitsformen verschärft diese und andere Betriebsrisiken.
10-K · 2026-02-20 · View SEC filing
„These risks may be exacerbated by the use of artificial intelligence. Phishing attacks and email spoofing attacks are becoming more prevalent and are often used to obtain information to impersonate employees or clients in order to, among other things, direct fraudulent bank transfers or obtain valuable information."
Diese Risiken können durch den Einsatz künstlicher Intelligenz verschärft werden. Phishing-Angriffe und gefälschte Absenderadressen nehmen zu und werden häufig genutzt, um Informationen zu erlangen und sich als Mitarbeiter oder Mandanten auszugeben — unter anderem, um betrügerische Überweisungen zu veranlassen oder an wertvolle Informationen zu gelangen.
10-K · 2026-02-20 · View SEC filing
„We are aware that there are risks presented by cybersecurity, including how those risks may increase with the use by others of artificial intelligence, and are committed to preventing and mitigating such risks by following the below framework."
Uns ist bewusst, dass von der Cybersicherheit Risiken ausgehen — auch dass diese Risiken durch den Einsatz künstlicher Intelligenz durch Dritte zunehmen können — und wir haben uns verpflichtet, solche Risiken anhand des nachfolgenden Rahmenwerks zu verhindern und abzumildern.
10-K · 2026-02-20 · View SEC filing
Filings Reviewed: 10-Q 2026-05-06 · 10-K 2026-02-20 · 10-Q 2025-11-05 · 10-Q 2025-08-07 · 10-Q 2025-05-08 · 10-K 2025-02-21
Rated on July 28, 2026 · How the Rating Is Built
Earnings calls
What the Earnings Calls Reveal
Across ten calls from 2024-Q1 through 2026-Q2, Evercore promised nothing it did not subsequently deliver: revenues rose from about 3.0 billion dollars in 2024 to 3.9 billion in 2025, the compensation ratio fell every year as signalled, the Robey Warshaw acquisition closed exactly on the stated date, and the pledge to repurchase more shares than are issued through bonuses has now held for six straight years. We found no broken commitment and no contradiction between calls. Something else stands out: on the most frequently asked analyst question - whether the compensation ratio will ever return below 60 percent - five calls since 2024-Q2 have produced no figure and no timeframe, only the answer that it will take a while. And on the non-compensation side, the 2026 goal has quietly slipped from further improvement to roughly last year's level.
Compensation ratio: delivered, yet the target has gone unanswered for five calls
The core analyst question since 2024-Q2 has been whether Evercore will ever bring its compensation ratio back to the historical level below 60 percent. It was asked in 2024-Q2, 2024-Q3, 2025-Q2, 2025-Q3 and 2026-Q1 - and never once answered with a figure or a timeframe. The replies range from it being premature to speculate (2024-Q2) to there being no quick return to those levels (2025-Q3) to being still a ways from sub-60 and being invited to ask again at the end of next year (2026-Q1). In 2025-Q3 an analyst said plainly that market models underwrite ratios in the low 60s and asked whether they needed re-underwriting - again without a commitment. Delivery, by contrast, has been real: 67.6 percent (2023), 65.7 (2024), 64.2 (2025), 63.5 in the second quarter of 2026. The CFO himself flagged in 2026-Q1 that the pace of improvement will slow.
Non-compensation costs: further improvement quietly became roughly flat for 2026
From 2024-Q1 onwards the message was that the non-compensation ratio would improve over the near to medium term - and it did: 16.6 percent (2023), 15.7 (2024), 14.2 (2025). For 2026 that message shifted in two steps. In 2026-Q1 management still expected non-compensation costs to grow at a rate similar to the prior two years (up 16 and 17 percent respectively). One quarter later, in 2026-Q2, this became a modestly higher growth rate, and the full-year goal is now explicitly only to hold the ratio approximately in line with last year - that is, 14.2 percent rather than further progress. In the quarter itself the ratio jumped to 17.5 percent, which the CFO called unsatisfactory. Asked to quantify the one-off items, he gave no figure, only that they add up into the double-digit millions. Among them, mentioned but never sized, was a provision for credit losses - a notable item at an advisory firm, and one that surfaced only because an analyst asked.
Management's near-term outlook is systematically too low
Three times in two years management materially underestimated its own next quarter. In 2025-Q1 the CFO said the second and third quarters of 2025 would be hit by market volatility - both turned out to be records (up 21 and 42 percent year over year). In 2025-Q3 he warned that the usual strong fourth-quarter seasonality would be less pronounced this time - the fourth quarter of 2025, at about 1.3 billion dollars, became the best quarter in the firm's history. In 2026-Q1 the message was that the second quarter of 2026 would be closer to the year-earlier quarter (839 million dollars) - it came in at roughly 1.0 billion, some 19 percent higher. This is the opposite of talking a book. For investors it still means one thing: this firm's statements about the immediately following quarter work as a floor, not as an estimate.
Metrics turning fuzzier: the diversification share and the margin yardstick
The share of revenues outside the merger business was the showcase number in 2025: more than 50 percent in the quarter (2025-Q1), roughly 50 percent (2025-Q2), about 45 percent in the quarter and 50 percent over twelve months (2025-Q3), about 45 percent (2025-Q4). In 2026-Q1 it is missing from the prepared remarks entirely and appears only in reply to an analyst as around 45-ish, still over 40 percent. In 2026-Q2 all that remains is more than 40 percent over the last twelve months - the quarterly figure replaced by the smoothed trailing one. The decline itself is explainable and was even pre-announced in 2025-Q3. A second shift fits the pattern: in 2026-Q2 an analyst put it to the CFO that operating margins ran mostly between 26 and 28.5 percent from 2016 to 2022 against 22.7 percent in the current first half. The answer promptly reset the historical yardstick lower, to a range of 24.5 to 25 percent.
The sponsor recovery has been announced since 2024-Q1 and had still not arrived by 2026
As early as 2024-Q1 the message was that sponsor activity would pick up, with 3.8 trillion dollars of dry powder and an intensity not seen for some time. In 2024-Q3 an analyst pushed back that activity was not materialising at the expected velocity - the answer being that revenues would only show up in 2025. In 2025-Q1 the number of transactions actually fell. For full-year 2025 the segment was up 43 percent by dollar volume industry-wide but only 14 percent by deal count. In 2026-Q1 the CEO conceded under questioning that the middle market was not nearly as buoyant as hoped at the start of the year, and in 2026-Q2 middle market and sponsor activity are still described as below historical averages. The admission was open and given on request, but the forecast itself was pushed out by one or two quarters again and again for nine quarters running.
What was demonstrably kept: capital return, deal timetable, hiring through the cycle
The credit side is unusually clean. The pledge to repurchase more shares each year than are issued in the bonus round was confirmed in 2024-Q4 (fourth year), 2025-Q4 (fifth year) and 2026-Q1 (sixth year). The Robey Warshaw acquisition announced in 2025-Q2 was to close around the beginning of the fourth quarter and closed on 1 October 2025; the promised offset of the shares issued for it was, per 2025-Q4, completed not only for 2025 but for 2026 as well. The 2024 pledge to push the full-year non-compensation ratio below pre-COVID levels was met in 2024-Q4 at 15.7 percent against more than 17 percent. And the commitment made in the crisis quarter 2025-Q1 to keep investing in talent through the cycle produced the largest external hiring class in the firm's history in 2025; the number of senior managing directors rose from 144 at the end of 2024 to 188 by 2026-Q2.
Management promises
- 2024-Q1 — The full-year 2024 non-compensation expense ratio to match or compare favorably to pre-COVID levels. Repeated verbatim in 2024-Q2 and delivered in 2024-Q4: 15.7 percent for the year against a pre-COVID level above 17 percent. 2025 then came in at 14.2 percent. kept
- 2024-Q4 — The compensation ratio to show meaningful improvement again in 2025, after 190 basis points in 2024. Delivered despite the caveat in 2025-Q1 that it might prove harder in the current environment: 64.2 percent for 2025 after 65.7 percent, or 150 basis points. For 2026, management explicitly flagged a much smaller step in 2026-Q1. kept
- 2025-Q3 — The full-year 2025 compensation ratio to land generally in line with the third quarter (65 percent), which mathematically requires a lower fourth quarter. Beaten: the fourth quarter of 2025 came in at 62 percent and the full year at 64.2 percent - better than the bar management set itself. kept
- 2025-Q2 — The Robey Warshaw acquisition to close around the beginning of the fourth quarter of 2025. Closed on 1 October 2025, confirmed in 2025-Q3. In 2026-Q2 the CEO reported a smooth integration and several joint mandates. kept
- 2025-Q2 — Shares issued for Robey Warshaw to be offset by additional buybacks, so that shareholders can treat the deal as largely cash. Confirmed for the first tranche in 2025-Q3 and, per 2025-Q4, already completed in advance for the second tranche due in 2026 - faster than promised. kept
- 2024-Q4 — In 2025 as well, more shares to be repurchased than are issued through the annual bonus round. Confirmed in 2025-Q4 as the fifth consecutive year and in 2026-Q1 as the sixth. 812 million dollars went back to shareholders in 2025, and 823 million in the first half of 2026 alone. kept
- 2024-Q3 — In equity underwriting Evercore aims to break into the top 10, saying it currently ranks around 11. Not a single interim update on that ranking was given across the following nine calls. In 2026-Q2 it is still described as an aspiration - though the business is strong: a record quarter of 97 million dollars, up 201 percent year over year. open
- 2026-Q2 — The full-year 2026 non-compensation ratio to land approximately in line with last year's 14.2 percent, even though costs are growing faster than recently. After 13.5 percent in the first half and 17.5 percent in the second quarter alone, this is verifiable but ambitious. It is also the quietest target revision across the ten calls: the further progress promised since 2024 has become holding last year's level. open
Based on public earnings call transcripts. Reviewed: 10 transcripts 2024-Q1 through 2026-Q2.
Growth
Growth Score
Ten checks against the annual reports — each one passed counts a point.
- Revenue grows by more than 15% a year over three years 11.8%
- More than 10% revenue growth is expected for the coming year 13.5%
- Share count grows by less than 3% a year 2.7%
- Revenue growth plus cash-flow margin add up to at least 40 ("Rule of 40") 60.0%
- Gross margin at 40% or higher and without meaningful erosion 99.4%
- Goodwill from acquisitions does not grow faster than revenue 4.3%
- Net debt below twice EBITDA 311 m net cash
- Operating cash flow covers the profits of the last three years 1,477 m
- Return on capital at 15% or higher, or up versus two years ago 15.9%
- Insiders hold at least 10% or are net buyers 2.3%
A criterion without figures counts neither as passed nor as failed; a score is only produced from 7 judgeable criteria upwards. Source: fundamental data. All ten criteria in detail
Quality check
AAQS
9/10 Quality stockThe AAQS (AlleAktien Quality Score) checks 10 quality criteria on growth, profitability, and balance-sheet strength — per the methodology developed and published by AlleAktien, calculated by us from our own fundamental data. A stock counts as a quality stock from 9 out of 10 points. Where a company has a shorter listing history, we calculate over the fiscal years available (at least five).
- Sales growth 10Y > 5% 11.5%
- Exp. sales growth 3Y > 5% 18.7%
- EBIT growth 10Y > 5% 12.8%
- Exp. EBIT growth 3Y > 5% 30.1%
- Net debt < 4x EBIT -0.4x
- EBIT positive, 10Y straight 10
- Max. EBIT decline < 50% 67.2%
- Return on equity > 15% 33.4%
- ROCE > 15% 15.8%
- Expected return > 10% 45.3%
View stocks with the full AAQS score · Read the methodology at AlleAktien
Source: fundamental data
The company
About the Company
Evercore Inc. ist mit ihren Tochtergesellschaften eine unabhängige Investmentbank in Nord- und Südamerika, Europa, dem Nahen Osten, Afrika und dem asiatisch-pazifischen Raum.
- Employees
- 2,715
- Headquarters
- New York, NY
- Address
- 55 East 52nd Street, 10055 New York, United States
- Phone
- (212) 857-3100
- Website
- evercore.com
- IPO Date
- 08/11/2006
- ISIN
- US29977A1051
Management
| Name | Title | Birth Year |
|---|---|---|
| Roger Charles Altman | Founder & Senior Chairman | 1946 |
| John S. Weinberg | Chairman & CEO | 1957 |
| Timothy Gilbert LaLonde M.B.A., M.Sc. | Senior MD & CFO | 1962 |
| Jason Klurfeld J.D. | Senior MD, Corporate Secretary & General Counsel | 1973 |
| Matthew Lindsey-Clark | Co-Head of EMEA Investment Banking, Global Adv. Europe & Sr. MD of Strategic Advisory of London | 1963 |
| Paul Pensa CPA | Senior Managing Director, Chief Accounting Officer & Controller | – |
| David Kamo | Senior MD of Strategic Advisory of New York & Senior MD in Investment Banking | – |
| Sandeep Saini | Senior MD & Chief Information Officer | – |
| Katy Haber | Senior MD, Head of Investor Relations & ESG | – |
| Jamie Easton | Senior MD, Head of Communications & External Affairs | 1979 |
Executives per the latest required filings; titles kept in their original language. Source: fundamental data.
Filings
Company Filings (8-K)
An 8-K is the filing a US company must use to disclose material events immediately — takeovers, changes at the top, major contracts or payment troubles, for instance. The links open the original document at the US Securities and Exchange Commission (SEC).
- 07/29/2026 Evercore Inc. (EVR): Results of Operations and Financial Condition; Financial Statements and Exhibits SEC ↗
Data as of: September 18, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.