EVR:NYE-Evercore Partners Inc (USD)

COMMON STOCK | Capital Markets |

Last Closing

USD 282.42

Change

+3.16 (+1.13)%

Market Cap

N/A

Volume

0.21M

Analyst Target

USD 66.29
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-12-26 )

Largest Industry Peers for Capital Markets

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

+0.21 (+0.28%)

USD 134.77B
GS-PA The Goldman Sachs Group Inc

+0.07 (+0.31%)

USD 85.46B
MS-PA Morgan Stanley

+0.04 (+0.17%)

USD 85.25B
GS-PD The Goldman Sachs Group Inc

+0.17 (+0.75%)

USD 81.41B
MS-PI Morgan Stanley

-0.05 (-0.20%)

USD 67.44B
MS-PK Morgan Stanley

-0.03 (-0.12%)

USD 67.36B
MS-PF Morgan Stanley

+0.03 (+0.12%)

USD 65.81B
MS-PE Morgan Stanley

-0.01 (-0.04%)

USD 64.74B
SCHW-PD The Charles Schwab Corporation

-0.04 (-0.16%)

USD 50.89B
NMR Nomura Holdings Inc ADR

+0.06 (+1.03%)

USD 16.93B

ETFs Containing EVR

SCHA Schwab U.S. Small-Cap ETF 0.26 % 0.05 %

+0.21 (+0.07%)

USD 18.38B
KCE SPDR® S&P Capital Market.. 0.00 % 0.35 %

+1.04 (+0.07%)

N/A
PFI Invesco DWA Financial Mom.. 0.00 % 0.60 %

+0.52 (+0.07%)

USD 0.08B
CIZ 0.00 % 0.45 %

N/A

N/A
RSX 0.00 % 0.65 %

N/A

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

+0.33 (+0.07%)

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 %

+0.24 (+0.07%)

USD 8.12M
SMIG ETF Series Solutions - AA.. 0.00 % 0.00 %

+0.02 (+0.07%)

USD 0.75B

Market Performance

  Market Performance vs. Industry/Classification (Capital Markets) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 65.11% 94% A 95% A
Dividend Return 1.85% 14% F 31% F
Total Return 66.96% 91% A- 95% A
Trailing 12 Months  
Capital Gain 63.15% 94% A 95% A
Dividend Return 1.83% 14% F 31% F
Total Return 64.98% 91% A- 95% A
Trailing 5 Years  
Capital Gain 274.66% 96% N/A 97% N/A
Dividend Return 18.57% 32% F 60% D-
Total Return 293.23% 96% N/A 97% N/A
Average Annual (5 Year Horizon)  
Capital Gain 46.32% 97% N/A 93% A
Dividend Return 48.98% 97% N/A 93% A
Total Return 2.65% 23% F 59% D-
Risk Return Profile  
Volatility (Standard Deviation) 59.60% 15% F 15% F
Risk Adjusted Return 82.18% 82% B 89% A-
Market Capitalization N/A N/A N/A N/A N/A

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.

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.

What to not like:
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 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

Low Dividend Growth

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