Skip to main content

Evercore Inc. (EVR) Stock Analysis

Buy WaitHigh Confidence

Financial Services · Capital Markets

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... Read more

$286.87+13.1% upside
Score 6.8/10Entry $271.19Target $324.44Reward/Risk 1.3:1

TrendMatrix rates Evercore Inc. (EVR) as Buy (Wait for Entry) with high confidence. The stock trades at $286.87 with +13.1% upside to the $324.44 price target. Overall score: 6.8/10 across 10 analysis dimensions. Reward/risk ratio: 1.3:1.

Passes 2/4 gates (clean insider activity, no SEC red flags). Fails on weak momentum and favorable risk/reward ratio. Suitability: aggressive.

Val7.2Qual8.2Grw10.0Mom4.3Sent7.1Ins3.8Peer4.7Tech5.4Risk6.66.8OVERALL

Investment Thesis

+ V7 flight-to-quality bonus: +0.5 (Q=8.2 in RISK_OFF)
+ Sector modifier (): +1.2
+ Strong earnings beat streak (4/4)
- Below 200-day MA

Fundamentals

P/E (TTM)19.8
P/E (Fwd)12.1
Mkt Cap$11.0B
EV/EBITDA
Profit Mgn15.3%
ROE30.1%
Rev Growth32.2%
Beta1.57
Dividend1.20%
Analysts15
Frequently Asked Questions
Is EVR stock a buy right now?

TrendMatrix rates Evercore Inc. (EVR) as Buy (Wait for Entry) with high confidence. Score 6.8/10. Entry target: $271.19.

What is the EVR stock price target?

Take-profit target: $324.44 (+13.1% upside). Reward/risk ratio: 1.3:1. Stop-loss: $257.89.

What are the risks of investing in EVR?

Below 200-day MA.

Is EVR overvalued or undervalued?

Evercore Inc. trades at a P/E of 19.8 (forward 12.1). TrendMatrix value score: 7.2/10. Verdict: Buy (Wait for Entry).

What do analysts say about EVR?

15 analysts cover EVR with a consensus score of 3.9/5. Average price target: $382.

What does Evercore Inc. do?Evercore Inc., together with its subsidiaries, operates as an independent investment banking firm in the Americas,...

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.

Related stocks: FUTU (Futu Holdings Limited) · MRX (Marex Group plc) · PIPR (Piper Sandler Companies) · VIRT (Virtu Financial, Inc.) · MC (Moelis & Company)
39 NEUTRAL
<20d<50d<200dGOLDEN CROSSSupp $265.87Res $327.52

Price Targets

$258
$271
$324
Upside+13.1%
Reward/Risk1.3:1

Position Sizing

ConvictionHIGH
Suggested %0.5%
Max %1%
RegimeRISK_OFF

Risk Alerts

! MOMENTUM:4.3<5.0
! ASYMMETRY:1.8<2.0
Suitability: Aggressive
Insider activity: OK
No SEC red flags
Momentum 4.3<5.0
Risk/Reward 1.8<2.0