Evercore Inc. · Investment Advice

EVR

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The short version

A high-quality, profitable business with growing sales. Institutions are adding.

Going well

Sales up 19% in the latest quarter vs a year ago
Profitable every year for 10 years
Sales up 30% last year

Money moves

No insider buying or selling in the last 30 days
Institutions added 2% to their holdings in the quarter ending June 2026 (359 bought, 283 sold)
Held by Ray Dalio (Bridgewater)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$257.50+2.2% that day

Company value: $10.6B; Share price times all shares
Price vs profit (P/E): 14.5x; You pay about $15 for each $1 of yearly profit
Price vs sales: 2.2x; Company value is 2.2 times a year of sales
Dividend yield: 1.3%; Yearly dividend as a share of today's price
Cash vs value: 12%; Cash as a share of company value
Debt vs value: 5%; Debt as a share of company value

From EVR's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$998.5M+19% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $4.7B, up 46% from the 12 months before. Over 5 years, sales grew about 11% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of EVR. Starting points are the company's recent numbers.

Sales growth+30% a yearRecently: +46% a yearProfit margin16%Last 12 months: 15.7%P/E at the end15xToday: 14.5x. Many steady companies trade at 12x to 25xShare count change+1% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$17.6B

Profit in 5 years$2.8B

Price these guesses point to$977.42+280% vs $257.50 todayAbout +31% a year, before dividends

What today's price needs: with a 16% margin and a 15x P/E, sales could shrink about 0.4% a year for 5 years and still match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

5/6Strong

PassReturn on equity 15%+Earns a lot on the money owners have in the business.31.7%
PassDebt under half of equityNot relying on borrowed money.0.27x equity
PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.15.3%
PassProfitable every yearSteady profits, not one good year.10 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$1.3B
MissShare count not growingNot diluting owners. Falling means buybacks.+2.7% in 3 years

Revenue: $3.9B; +29.5% vs prior year
5-year growth: +11.2%/yr; revenue, per year
Total debt: $540.2M; 0.27x equity
Free cash flow: $1.3B; 32.4% of revenue

From annual reports filed with the SEC. Gross margin doesn't apply to banks and insurers, so it isn't scored. A checklist is a starting point for research, not a verdict.