Stocktoria
Evercore Inc. EVR
Evercore Inc. (EVR) earns a Piotroski F-score of 5/9 (mixed financial health). It pays a dividend yielding 1.09% (safety: safe). FY2025 revenue was $3.9B at a 15.3% net margin.
Quality score trend · recomputed for each fiscal year
Each year's score is computed from that year's filing — a rising Piotroski F or Altman Z″ means improving financial health, a fall is worth a look.
Analyst price target
Recent analyst actions
| Date | Firm | Rating |
|---|---|---|
| 2026-08-03 | BMO Capital | Market Perform (main) |
| 2026-07-30 | UBS | Neutral (main) |
| 2026-07-30 | Morgan Stanley | Equal-Weight (main) |
| 2026-07-30 | Keefe, Bruyette & Woods | Outperform (main) |
| 2026-07-10 | Keefe, Bruyette & Woods | Outperform (main) |
| 2026-07-08 | UBS | Neutral (main) |
Wall Street analyst consensus — a sentiment gauge, not our scoring.
Forward estimates · earnings calendar →
Consensus analyst estimates and scheduled dates — forward-looking, may change.
Smart money · insiders, last 12 months
Open-market insider purchases minus sells (SEC Form 4) — real buying with their own money is a bullish “smart money” signal; grants and option exercises are excluded.
How it ranks in Finance, Insurance & Real Estate · percentile among 1129 companies
Percentile vs other Finance, Insurance & Real Estate companies we cover — e.g. “stronger than 90%” means only 10% score higher on that measure.
Piotroski F breakdown · 5/9 tests passed
- Positive return on assets
- Positive operating cash flow
- Rising ROA
- Cash flow exceeds net income
- Lower long-term debt
- Rising current ratio
- No share dilution
- Rising gross margin
- Rising asset turnover
Sector peers · similar-size Finance, Insurance & Real Estate companies compare side by side →
| Ticker | Company | Piotroski F | Altman Z″ | P / E | Revenue growth |
|---|---|---|---|---|---|
| EVR | Evercore Inc. | 5/9 | — | 22.4 | +29.5% |
| LAZ | Lazard, Inc. | 4/9 | — | 16.7 | +1.5% |
| JHG | JANUS HENDERSON GROUP PLC | 7/9 | 6.23 | 9.8 | +25.2% |
| TPG | TPG Inc. | 5/9 | — | 82.6 | +33.4% |
| CG | Carlyle Group Inc. | 1/9 | — | 18.4 | -11.9% |
| OWL | BLUE OWL CAPITAL INC. | 4/9 | — | 169.5 | +25% |
| HLI | HOULIHAN LOKEY, INC. | 4/9 | — | 22.6 | +9.5% |
All Finance, Insurance & Real Estate companies →
About Evercore Inc.
Evercore Inc., together with its subsidiaries, operates as an independent investment banking firm in the Americas, Europe, Middle East, Africa, and Asia-Pacific. The company operates through two segments, Investment Banking & Equities, and Investment Management. The Investment Banking & Equities segment offers strategic advisory services, such as mergers, and acquisitions, strategic, defense, and shareholder advisory, special committee assignments, and real estate strategic advisory; private capital advisory and fundraising, market risk management and hedging, private capital markets and debt advisory, liability management and restructuring, and equity capital markets execution and advisory services; and research, sales, and trading professionals services on a content-led platform to its institutional investor clients. The Investment Management segment provides wealth management services to high-net-worth individuals, foundations, and endowments. The company was formerly known as Evercore Partners Inc. and changed its name to Evercore Inc. in August 2017. Evercore Inc. was founded in 1995 and is headquartered in New York, New York.
FAQ
Is EVR financially healthy?
Evercore Inc.'s Piotroski F-score is 5/9 (8–9 is excellent, 0–3 weak).
Does EVR pay a dividend, and is it safe?
Yes. Evercore Inc. pays a dividend yielding about 1.09% with a 24.4% payout ratio, rated “safe” for safety.
How profitable is EVR?
In FY2025, Evercore Inc. had a net margin of 15.3% and a return on equity of 25.5%.
Is EVR overvalued or undervalued?
Evercore Inc. trades at about 21.3× trailing earnings — below its 10-year norm (10-year range 7.3×–35.9×, median 25.1×). Stocktoria reports the data, not buy/sell advice.
What is the analyst price target for EVR?
The average Wall-Street price target for Evercore Inc. is $363.90, about 21.3% above the recent price, from 10 analysts (consensus: buy).
Is EVR a good stock to buy?
Stocktoria doesn't give buy or sell advice, but here is the data on Evercore Inc.: a Piotroski F-score of 5/9, a P/E of about 22.4×, a dividend yield of 1.09%. Weigh these quality and valuation signals against your own goals.
Computed from company filings · US · as of 2025-12-31. Facts plus Stocktoria's own computed scores — not investment advice.