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Evercore Inc. (EVR) AI Forecast

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Evercore Inc. (EVR) Stock Forecast 2025


Evercore Inc. (EVR) AI Stock Price Forecast & Investment Analysis

Evercore Inc. Stock Price Chart and Technical Analysis

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Evercore Inc. (EVR) - Comprehensive Stock Analysis & Investment Research

Deep dive into Evercore Inc.'s business profile, financial performance, AI predictions, and competitive positioning to make informed investment decisions.

Analysis updated on March 3, 2026, 6:11 p.m. (UTC)

Evercore Inc. Investment Summary

When evaluating whether Evercore Inc. (EVR) represents a compelling investment opportunity, investors must consider multiple factors including the company's financial health, market position, growth prospects, and what our AI-powered predictive models suggest about its near-term price trajectory.

Company Profile

Evercore Inc. (EVR) operates within the Finance sector, specifically in the Investment Advice industry. The company employs approximately 2,721 people. With a market capitalization of $12 billion, the company is a large-cap stock offering relative stability combined with growth potential.

Financial Performance Analysis

Our comprehensive financial analysis covers Evercore Inc.'s revenue, profitability metrics, balance sheet strength, and cash flow generation...

AI Price Predictions

Get AI-powered 7-day, 30-day and 90-day price forecasts for Evercore Inc. along with confidence scores and detailed analysis...

Investment Considerations

Expert analysis of whether Evercore Inc. is suitable for your investment objectives, risk tolerance, and time horizon...

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Corporate Identity

Evercore Inc. (Stock Symbol: EVR) is a prominent company operating within the Finance sector, with a specific focus on the Investment Advice industry. The company's shares are publicly traded on the NYSE exchange.

Leadership & Workforce

Detailed information about Evercore Inc.'s leadership team, workforce size, and organizational structure...

Market Classification

Market capitalization analysis and stock classification (mega-cap, large-cap, mid-cap, small-cap) for Evercore Inc....

Sector & Industry Analysis

In-depth sector dynamics and industry context for Evercore Inc....

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Revenue & Growth Analysis

Evercore Inc. generates annual revenues of $4 billion , indicating a well-established business with proven market demand.

Profitability Metrics

Net profit margin, gross margin, and operating margin analysis for Evercore Inc....

Market Valuation

P/E ratio, price-to-book, and valuation multiples for Evercore Inc....

Return Metrics

Return on equity (ROE), return on assets (ROA), and capital efficiency for Evercore Inc....

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Strategic Market Position

Evercore Inc. strategically competes in the highly dynamic Investment Advice marketplace. As a large-cap market participant, the company has established significant competitive advantages and market presence. Large-cap companies typically benefit from brand recognition, operational scale, diverse revenue streams, and the financial resources to invest in research and development, marketing, and strategic acquisitions. This size category attracts substantial institutional ownership and analyst coverage.

Industry Competitive Landscape

Evercore Inc. competes within the Finance sector, navigating the competitive dynamics and market forces specific to this industry. The company's competitive position depends on its ability to differentiate through product quality, cost efficiency, customer relationships, or other strategic advantages relevant to its specific market segment.

Operational Efficiency

The company demonstrates exceptional operational efficiency through free cash flow generation of $1 billion annually , with year-over-year cash flow growth of 93.9%. This substantial cash generation capability provides significant strategic flexibility for acquisitions, share repurchases, dividend growth, or debt reduction—all while maintaining operational investments necessary to defend market position.

Asset Utilization Efficiency

Asset turnover ratio of 1.18x indicates solid asset utilization efficiency appropriate for many manufacturing or mixed business models. This level suggests the company generates meaningful revenue from its asset base while maintaining necessary capital investments for operations.

Financial Strength & Leverage

Evercore Inc. (EVR) Fundamental Analysis & Insider Trading Data (Quarterly Financial Reports)

Comprehensive quarterly financial data, earnings trends, insider transactions, and institutional holdings for Evercore Inc. stock analysis.

Deep dive into Evercore Inc.'s financial health, valuation metrics, and operational efficiency to make informed investment decisions.

Understanding Valuation Metrics

What these metrics mean: Valuation metrics help determine if Evercore Inc. stock is fairly priced compared to its earnings, assets, and market position.

How to read them: Lower P/E ratios may indicate undervalued stocks, while higher ratios suggest growth expectations. P/B ratio compares market value to book value.

For Evercore Inc.: With a P/E ratio of 20.57, the market moderately values the company's earnings.

P/E Ratio 20.57x
P/B Ratio 5.99x
Market Cap $12.17B
Dividend Yield 1.07%
EPS $12.01
Book Value/Share $52.48
Revenue/Share $100.23
FCF/Share $14.93
Understanding Profitability Metrics

What these metrics mean: These ratios measure how efficiently Evercore Inc. converts revenue into profit and generates returns for shareholders.

How to read them: Higher ROE/ROA indicate better management efficiency. Margin percentages show profit at different operational levels.

For Evercore Inc.: An ROE of 58.5% demonstrates excellent shareholder value creation.

ROE 58.5%
ROA 26.6%
Net Margin 11.4%
EBT Margin 33.9%
Tax Rate 22.2%
Understanding Financial Health Metrics

What these metrics mean: These ratios assess Evercore Inc.'s ability to meet short-term obligations and manage debt levels effectively.

How to read them: Current ratio >2 is generally good, Quick ratio >1 shows strong liquidity. Lower D/E ratios indicate conservative debt management.

For Evercore Inc.:

D/E Ratio 0.42x
Financial Leverage 2.08x
Understanding Cash Flow Metrics

What these metrics mean: Cash flow metrics reveal Evercore Inc.'s ability to generate cash from operations and fund growth initiatives.

How to read them: Positive operating cash flow is crucial. Free cash flow shows money available for dividends, buybacks, or investments.

For Evercore Inc.: Free cash flow of $1203M provides flexibility for shareholder returns and growth investments.

Operating Cash Flow $1.23B
Free Cash Flow $1.20B
Capital Spending -$26M
OCF Growth YoY 93.9%
FCF Growth YoY 113.2%
FCF/Sales 36.0%
CapEx/Sales 0.8%
Understanding Operational Efficiency Metrics

What these metrics mean: These ratios measure how effectively Evercore Inc. uses its assets and manages working capital.

How to read them: Higher turnover ratios indicate efficient asset utilization. Shorter collection periods show effective credit management.

For Evercore Inc.: An asset turnover of 1.18x demonstrates efficient asset utilization.

Asset Turnover 1.18x
Fixed Assets Turnover 8.2x
Understanding Financial Statement Data

What these metrics mean: Key figures from Evercore Inc.'s income statement and balance sheet showing absolute financial performance.

How to read them: Revenue shows business scale, while margins indicate profitability. Balance sheet items reveal financial structure.

For Evercore Inc.: With annual revenue of $3880M, Evercore Inc. operates at significant scale.

Income Statement
Total Revenue $3.88B
SG&A Expense $59M
Balance Sheet Highlights (% Of Assets)
Cash & Short-term Investments 53%
Total Liabilities 49%
Short-term Debt 2%
Accounts Receivable 11%
Dividend & Shareholder Information
Dividends Per Share $3.24
Payout Ratio 0.2%
Shares Outstanding 39M
Growth Metrics (YoY)
EPS Growth 2.9%

Latest Evercore Inc. Stock News & Market Analysis

Breaking news, analyst reports, and market updates affecting Evercore Inc. (EVR) stock price and investment outlook.

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Evercore Inc. Competitors & Peer Analysis - Finance Sector

Comparative analysis of Evercore Inc. against industry peers and competitors in the Finance sector, featuring AI-powered forecasts and key financial metrics.

Company Ticker Symbol 90-Day AI Forecast Market Cap (USD M) P/E Ratio P/B Ratio
Acadian Asset Management Inc. AAMI ██% $1.99B 24.9x x
Alliancebernstein Holding L.P. AB ██% $3.61B 12.0x x
Abacus Global Management, Inc. ABL ██% $842M 76.3x 1.9x
Abacus Global Management, Inc. ABLLL ██% $2.49B 225.3x 5.7x
Alti Global, Inc. ALTI ██% $680M -2.2x 1.1x
Affiliated Managers Group, Inc. AMG ██% $8.91B 12.4x 2.8x
Ameriprise Financial Inc AMP ██% $45.96B 12.9x 7.0x
Artisan Partners Asset Management Inc. APAM ██% $2.85B 9.8x 6.5x
Apollo Global Management, Inc. APO ██% $61.63B 17.7x 2.6x
Apollo Global Management, Inc. APO-PA ██% $40.95B 9.5x 1.8x
Apollo Global Management, Inc. APOS ██% $15.43B 3.6x 0.7x
Ares Management Corp ARES ██% $35.50B 67.3x 10.0x
Ares Management Corp ARES-PB ██% $15.34B 37.2x 4.3x
Brookfield Asset Management Ltd. BAM ██% $76.08B 31.7x 36.7x
Franklin Resources Inc BEN ██% $14.04B 22.8x 1.2x
Blackstone Inc. BX ██% $141.81B 47.0x 16.4x
Carlyle Group Inc. CG ██% $18.73B 23.2x 3.3x
Cohen & Steers, Inc. CNS ██% $3.41B 22.3x 6.1x
Digitalbridge Group, Inc. DBRG ██% $3.01B 21.2x 1.4x
Digitalbridge Group, Inc. DBRG-PH ██% $3.38B 47.1x 1.7x
Digitalbridge Group, Inc. DBRG-PI ██% $3.40B 47.4x 1.7x
Digitalbridge Group, Inc. DBRG-PJ ██% $3.40B 47.3x 1.7x
Diamond Hill Investment Group Inc DHIL ██% $465M 9.5x 2.6x
Endi Corp. ENDI ██% $88M 47.6x 4.0x
Evercore Inc. EVR ██% $12.17B 20.6x 6.0x
Federated Hermes, Inc. FHI ██% $4.28B 10.6x 3.6x
Gcm Grosvenor Inc. GCMG ██% $2.19B 48.2x 81.0x
U S Global Investors Inc GROW ██% $43M 49.6x 0.9x
Horizon Kinetics Holding Corp HKHC ██% $633M 6.6x 1.8x
Houlihan Lokey, Inc. HLI ██% $10.90B 24.3x 16.7x
Hennessy Advisors Inc HNNA ██% $78M 9.5x 0.8x
Hennessy Advisors Inc HNNAZ ██% $197M 31.7x 2.0x
Triller Group Inc. ILLR ██% $37M -4.4x 13.7x
Invesco Ltd. IVZ ██% $11.60B 11.4x 1.0x
Wright Investors Service Holdings, Inc. IWSH ██% $4M x 2.2x
Janus Henderson Group Plc JHG ██% $8.03B 9.8x 1.6x
Kkr & Co. Inc. KKR ██% $78.16B 33.0x 2.5x
Kkr & Co. Inc. KKR-PD ██% $45.15B 19.2x 1.5x
Kkr & Co. Inc. KKRS ██% $15.68B 6.7x 0.5x
Kkr & Co. Inc. KKRT ██% $22.73B 9.7x 0.8x
Lazard, Inc. LAZ ██% $4.95B 20.9x 5.7x
Maase Inc. MAAS ██% $2.08B x 9.1x
Affiliated Managers Group, Inc. MGR ██% $715M 1.4x 0.2x
Affiliated Managers Group, Inc. MGRB ██% $579M 1.1x 0.2x
Affiliated Managers Group, Inc. MGRD ██% $518M 1.0x 0.2x
Affiliated Managers Group, Inc. MGRE ██% $808M 1.5x 0.2x
Mount Logan Capital Inc. MLCI ██% $67M x 0.5x
Morningstar, Inc. MORN ██% $7.25B 19.4x 8.4x
Noah Holdings Ltd NOAH ██% $817M x 3.6x
Brookfield Oaktree Holdings, Llc OAK-PA ██% $2.48B 11.4x 1.0x
Brookfield Oaktree Holdings, Llc OAK-PB ██% $2.45B 11.2x 1.0x
Blue Owl Capital Inc. OWL ██% $16.67B 211.4x 7.6x
Ridgepost Capital, Inc. PX ██% $940M 61.3x 2.7x
Brc Group Holdings, Inc. RILY ██% $201M -0.6x 0.9x
Brc Group Holdings, Inc. RILYG ██% $695M -1.6x 3.0x
Brc Group Holdings, Inc. RILYK ██% $749M -2.4x 3.3x
Brc Group Holdings, Inc. RILYL ██% $359M -0.9x 1.6x
Brc Group Holdings, Inc. RILYN ██% $713M -1.6x 3.1x
Brc Group Holdings, Inc. RILYP ██% $334M -0.9x 1.5x
Brc Group Holdings, Inc. RILYT ██% $525M -1.3x 2.3x
Brc Group Holdings, Inc. RILYZ ██% $485M -1.2x 2.1x
Silvercrest Asset Management Group Inc. SAMG ██% $137M 27.4x 2.3x
Stepstone Group Inc. STEP ██% $5.43B 109.3x 35.3x
Tpg Inc. TPG ██% $16.73B 90.6x 14.1x
Tpg Inc. TPGXL ██% $9.44B 78.4x 8.3x
Price T Rowe Group Inc TROW ██% $23.44B 11.3x 2.2x
Value Line Inc VALU ██% $349M 28.8x 4.3x
Victory Capital Holdings, Inc. VCTR ██% $4.44B 13.5x 1.8x
Virtus Investment Partners, Inc. VRTS ██% $926M 6.7x 1.0x
Westwood Holdings Group Inc WHG ██% $153M 27.8x 1.2x
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Frequently Asked Questions - Evercore Inc. Stock Forecast

How accurate are Evercore Inc. stock predictions?

Our AI model shows a 4% Spearman correlation coefficient for EVR predictions, based on advanced machine learning algorithms trained on over 10 years of market data. This measures the strength of the monotonic relationship between predicted and actual price movements.

What factors influence Evercore Inc. stock price forecasts?

Our analysis considers Evercore Inc.'s financial metrics, Finance sector trends, market sentiment, technical indicators, earnings data, and macroeconomic factors affecting stock performance.

Is Evercore Inc. a good investment in 2025?

Based on our AI analysis, Evercore Inc. shows potential for various market scenarios. Consider your risk tolerance, investment timeline, and portfolio diversification before making investment decisions.

How often are Evercore Inc. forecasts updated?

Evercore Inc. stock forecasts are updated daily using real-time market data, ensuring you receive the most current AI-powered predictions and investment insights.

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