Evercore Inc. (EVR) is a Financials stock trading at $287.11 (as of 2026-08-20), with a market capitalization of $11.81B and a trailing P/E of 15.9. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.
Evercore Inc., together with its subsidiaries, operates as an independent investment banking advisory firm in the United States, Europe, Latin America, and internationally. It operates through two segments, Investment Banking and Investment Management. The Investment Banking segment offers strategic advisory services, such as mergers and acquisitions, strategic, defense, and shareholder advisory, special committee assignments, and transaction structuring; Capital Markets Advisory, including equity capital markets, restructuring, debt advisory, private placement advisory, market risk management and hedging, private capital advisory, and private funds; 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; and manages financial assets for institutional investors. 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.
Evercore Inc. provides independent investment banking advisory services (such as M&A and capital markets advisory) and investment management services, and it makes money primarily through transaction and advisory fees as well as investment management related to assets under management.
Evercore's profitability is driven by fee revenue from deal-linked Investment Banking activities (advisory and capital markets) plus investment management revenue tied to Assets Under Management, while expenses are heavily influenced by compensation and other non-compensation costs.
Business quality (Strong): Good visibility into the business model and operating metrics, but the provided data does not include a clean, segment-level revenue split between the two reportable segments.
Valuation: At 21× earnings, EVR trades 38% below the Trading average (34×). Note: one-time items can distort reported P/E.
| Price | $287.11 |
| Market Cap | $11.81B |
| P/E Ratio | 15.9 |
| EV / EBITDA | 10.0 |
| Price / Book | 5.42 |
| Price / Sales | 2.49 |
| FCF Yield | 13.8% |
| DCF Value (model) | $243.58 |
| DCF Upside vs Price | -15.2% |
| Revenue (TTM) | $3.88B |
| Net Margin | 15.3% |
| Revenue Growth (YoY) | 19.1% |
| EPS Growth (YoY) | -1.6% |
| FCF Growth (YoY) | 25.0% |
| Altman Z-Score | 4.74 (safe) |
| Stock P/E | 15.9 |
| Sector P/E (Financials) | 15.1 |
| Industry P/E (Trading) | 34.6 |
| vs Sector | 4.7% |
| vs Industry | -54.2% |
| Top Institutional Holder | VANGUARD GROUP INC ($1.31B) |
| Institutional Holders Tracked | 10 |
| Sector | Financials |
| Industry | Trading |
| CEO | John S. Weinberg |
| Employees | 2,395 |
| Country | US |
| IPO Date | 2006-08-14 |
Data as of 2026-08-20.
Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.