Evercore Inc.

Fundamentals8.0
Price Action4.5
News Sentiment6.5
AI Rating
6.5

Key Drivers

  • High margins
  • Strong FCF
  • SBC drag

AI
AI Summary

6.5

EVR remains a high-quality advisory franchise with strong revenue, cash flow, and balance-sheet support, but the investment case now hinges on proving clean EPS conversion through tighter expense control and margin stabilization, because without sustained earnings delivery the stock's premium valuation and recent downtrend leave little room for disappointment.

FranchiseStrength
ExecutionRisk
ValuationRisk

Price Chart

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Financial Metrics

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Revenue (TTM)
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Net Income (TTM)
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EPS (Q)
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MCAP

Deep Analysis

Research tool. Not personalized advice.

Fundamental Analysis

8.0

Key Financial Insights:

  • High margins
  • Strong FCF
  • SBC drag

EVR remains fundamentally strong with high margins, robust cash generation and a net cash balance, but earnings quality is pressured by heavy stock compensation and the stock already reflects much of this strength at a premium valuation.

profitable
cashflow

Price Behavior

4.5
Research tool. Not personalized advice. Technical analysis is for informational purposes only.

Key Price Behavior Insights:

  • Support Hold
  • Resistance Overhead
  • Sharp Rebound

EVR has weakened over the last month, with buyers defending $298-$300 but the stock still below $318-$320 and the $334-$341 overhead resistance, leaving the short-term trend bearish until those levels are reclaimed.

EVR
Bearish
Support Level: $298-$300
Resistance Level: $318-$320

Sharp drop from the $340 area into the low $300s, followed by a rebound from $297.97 to $312.43

Sentiment & News

6.5

Key News Insights:

  • Record revenue
  • Expense pressure
  • Dividend lift

Evercore posted record Q2 revenue and raised its dividend, but earnings missed estimates as expenses and special charges pressured profitability despite stronger deal activity and higher AUM.

growth
mixed

The update is modestly positive for EVR's long-term franchise and shareholder returns, but near-term upside may be capped by margin pressure and mixed earnings execution