# Evercore Inc. (EVR) fundamentals

Data as of 2026-09-08. NYSE, United States. Sector: Financial Services / Capital Markets. Price $297.92, market value $11.5 billion.

## Valuation
- **P/E (trailing): 16.8×** (5-yr avg 19.3×, 3-yr avg 26.7×). Evercore Inc. trades at 16.8× trailing earnings, close to its own five-year average of 19.3×. The Financial Services median in the September 2026 study was 13.1×. Forward P/E is 13.2×, lower than trailing, so analysts expect earnings to grow.
- **PEG: 0.24**. A PEG of 0.24 means the P/E is low relative to expected earnings growth: the market is not paying much for that growth.
- **Price / sales: 2.4×**. Each dollar of revenue is priced at 2.4×.
- **Price / book: 6.2×**. The shares trade at 6.2× book value; most of the value is in earnings power and intangibles rather than the balance sheet.
- **Free-cash-flow yield: 14.2%** (5-yr avg 12.1%). Free cash flow equals 14.2% of the market value, in line with its five-year average of 12.1%. Above 5% is generally attractive.
- **Earnings yield: 6.0%**. The inverse of the P/E: 6.0% of the price is earned each year.

## Profitability
- **Net margin: 15.3%**. 15.3% of each dollar of sales reaches the bottom line.
- **Return on equity: 29.1%**. 29.1% on shareholders' equity is excellent if it is not driven by leverage; sustained above 20% usually signals a competitive advantage.
- **Return on assets: 13.9%**. Each dollar of assets produces 13.9% of profit; low single digits are normal for banks and insurers.

## Growth
- **Revenue growth (1 yr): 29.5%** (3-yr 11.8%/yr, 5-yr 11.2%/yr). Revenue grew 29.5% over the last year, against 11.2% a year compounded over five years: growth is accelerating.
- **EPS growth (1 yr): 54.7%** (3-yr 6.6%/yr, 5-yr 11.3%/yr). Earnings per share rose 54.7%, faster than revenue, so margins expanded or the share count shrank.
- **Free-cash-flow growth (3 yr): 32.5%/yr**. Free cash flow has compounded at 32.5% a year over three years, keeping pace with earnings: the growth is real cash.

## Financial health
- **Piotroski F-score: 5/9**. 5 of 9 checks pass: mixed.

## Dividends
- **Dividend yield: 1.19%** ($3.46 per share, trailing). Evercore Inc. yields 1.19%, a modest yield more typical of a growth-oriented payer.
- **Payout ratio: 24%** (9% of free cash flow). 24% of earnings goes out as dividends, leaving room to keep raising it.
- **Consecutive years of increases: 19**. 19 straight years of increases, a record that survived at least one recession.
- **Dividend growth (5 yr): 7.2%/yr** (1-yr 5.1%). The dividend has grown 7.2% a year over five years.

## Price and momentum
- **Total return (1 yr): -5.6%** (YTD -12.0%, 3-mo -12.2%). The shares are down 5.6% over twelve months including dividends.
- **From 52-week high: -23.4%** (12.1% above the low). Trading 23% below its 52-week high.
- **200-day average: below**. The price sits below its 200-day moving average, the usual definition of a downtrend.
- **RSI (14-day): 46**. An RSI of 46 is neutral.
- **Beta (1 yr): 1.78** (volatility 38%). Beta of 1.78 against the S&P 500: the shares move much more than the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=EVR · Page: https://foliofundamentals.com/stocks/evr

Not investment advice.