EVR:NYE-Evercore Partners Inc Class A (USD)

EQUITY | Capital Markets | New York Stock Exchange

Last Closing

USD 201.85

Change

-3.92 (-1.91)%

Market Cap

USD 2.57B

Volume

0.35M

Analyst Target

USD 66.29
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Evercore Partners Inc is an investment banking and investment management firm. It provides advice to clients on mergers, acquisitions, divestitures and other strategic corporate transactions.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-05-22 )

Largest Industry Peers for Capital Markets

Symbol Name Price(Change) Market Cap
MS Morgan Stanley

N/A

USD 155.09B
GS Goldman Sachs Group Inc

N/A

USD 143.26B
SCHW Charles Schwab Corp

N/A

USD 134.17B
GS-PA The Goldman Sachs Group Inc

N/A

USD 85.50B
MS-PA Morgan Stanley

N/A

USD 81.38B
GS-PD The Goldman Sachs Group Inc

N/A

USD 81.02B
MS-PI Morgan Stanley

N/A

USD 67.15B
MS-PK Morgan Stanley

N/A

USD 67.01B
MS-PF Morgan Stanley

N/A

USD 65.84B
MS-PE Morgan Stanley

N/A

USD 64.86B

ETFs Containing EVR

AZTD Aztlan Global Stock Selec.. 3.95 % 0.00 %

N/A

USD 0.04B
WTV WisdomTree Trust - Wisdom.. 1.05 % 0.00 %

N/A

USD 0.31B
RSX 0.00 % 0.65 %

N/A

N/A
SMLF iShares MSCI USA Small-Ca.. 0.00 % 0.30 %

N/A

USD 1.11B
WBIE 0.00 % 1.05 %

N/A

N/A
IESZ:LSE 0.00 % 0.00 %

N/A

N/A
BKSE BNY Mellon ETF Trust - BN.. 0.00 % 0.00 %

N/A

USD 0.11B
NSCS Nuveen Small Cap Select E.. 0.00 % 0.00 %

N/A

USD 6.72M

Market Performance

  Market Performance vs. Industry/Classification (Capital Markets) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 18.01% 85% B 88% B+
Dividend Return 0.44% 10% F 23% F
Total Return 18.45% 82% B 88% B+
Trailing 12 Months  
Capital Gain 86.35% 100% F 96% N/A
Dividend Return 2.81% 27% F 40% F
Total Return 89.15% 97% N/A 96% N/A
Trailing 5 Years  
Capital Gain 145.95% 73% C 90% A-
Dividend Return 16.25% 42% F 61% D-
Total Return 162.20% 67% D+ 90% A-
Average Annual (5 Year Horizon)  
Capital Gain 32.23% 94% A 91% A-
Dividend Return 35.07% 94% A 91% A-
Total Return 2.84% 29% F 58% F
Risk Return Profile  
Volatility (Standard Deviation) 60.84% 9% A- 14% F
Risk Adjusted Return 57.64% 67% D+ 80% B-
Market Capitalization 2.57B 37% F 81% B-

Key Financial Ratios

  Ratio vs. Industry/Classification (Capital Markets) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 34.50 20% 22%
Price/Book Ratio 4.68 29% 19%
Price / Cash Flow Ratio 17.52 12% 21%
Price/Free Cash Flow Ratio 6.32 60% 59%
Management Effectiveness  
Return on Equity 17.78% 91% 79%
Return on Invested Capital 15.45% 88% 80%
Return on Assets 9.94% 97% 92%
Debt to Equity Ratio 23.71% 79% 78%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Low debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector