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

EQUITY | Capital Markets | New York Stock Exchange

Last Closing

USD 212.77

Change

+1.77 (+0.84)%

Market Cap

USD 2.57B

Volume

0.22M

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: 2024-07-05 )

Largest Industry Peers for Capital Markets

Symbol Name Price(Change) Market Cap
SCHW Charles Schwab Corp

+1.35 (+2.13%)

USD 115.89B
GS-PA The Goldman Sachs Group Inc

+0.08 (+0.36%)

USD 85.58B
GS-PD The Goldman Sachs Group Inc

-0.06 (-0.26%)

USD 81.02B
MS-PA Morgan Stanley

-0.04 (-0.18%)

USD 80.21B
MS-PK Morgan Stanley

-0.12 (-0.47%)

USD 68.77B
MS-PI Morgan Stanley

-0.04 (-0.16%)

USD 67.87B
MS-PF Morgan Stanley

-0.06 (-0.24%)

USD 65.66B
MS-PE Morgan Stanley

N/A

USD 64.15B
SCHW-PD The Charles Schwab Corporation

-0.07 (-0.26%)

USD 51.15B
NMR Nomura Holdings Inc ADR

+0.16 (+3.01%)

USD 16.49B

ETFs Containing EVR

KCE SPDR® S&P Capital Market.. 0.00 % 0.35 %

+2.16 (+0.62%)

N/A
RSX 0.00 % 0.65 %

N/A

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

+0.82 (+0.62%)

N/A
WBIE 0.00 % 1.05 %

N/A

N/A
IESZ:LSE 0.00 % 0.00 %

N/A

N/A
NSCS Nuveen Small Cap Select E.. 0.00 % 0.00 %

+0.38 (+0.62%)

USD 7.46M
SMIG ETF Series Solutions - AA.. 0.00 % 0.00 %

+0.18 (+0.62%)

USD 0.59B

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 24.39% 91% A- 91% A-
Dividend Return 0.91% 17% F 27% F
Total Return 25.30% 88% B+ 91% A-
Trailing 12 Months  
Capital Gain 79.64% 94% A 97% N/A
Dividend Return 2.60% 23% F 38% F
Total Return 82.24% 94% A 97% N/A
Trailing 5 Years  
Capital Gain 137.31% 92% A 91% A-
Dividend Return 15.12% 42% F 59% D-
Total Return 152.43% 84% B 92% A
Average Annual (5 Year Horizon)  
Capital Gain 35.73% 97% N/A 92% A
Dividend Return 38.56% 97% N/A 92% A
Total Return 2.83% 28% F 57% F
Risk Return Profile  
Volatility (Standard Deviation) 60.04% 9% A- 14% F
Risk Adjusted Return 64.23% 76% C+ 83% B
Market Capitalization 2.57B 38% 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 17% 22%
Price/Book Ratio 4.68 29% 19%
Price / Cash Flow Ratio 16.80 15% 22%
Price/Free Cash Flow Ratio 6.32 50% 59%
Management Effectiveness  
Return on Equity 17.78% 94% 79%
Return on Invested Capital 15.45% 91% 79%
Return on Assets 9.94% 97% 92%
Debt to Equity Ratio 23.71% 78% 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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

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