EVR · Evercore Inc

296.20−0.71  (−0.24%)

Price

Snapshot

50 fields · last close
Market Cap$11.42B
P/E15.17
Float37.79M
Beta1.50
Volatility37.4%
ExchangeNYSE
SectorFinancial Services
Cap tierLarge cap
Macro sensitivityHigh
Clavix score69
Price296.20
Change−0.24%
Prev Close296.91
Open292.98
Day Low292.21
Day High300.24
Avg Vol0
Avg $ Vol$146.1M
52W High388.71
52W Low265.87
52W Pos24.7%
From High−23.80%
From Low+11.41%
Max DD 1Y−30.26%
Spread0.10%
LiquidityNormal
SMA 20+0.11%
SMA 50−7.24%
SMA 200−10.23%
RSI (14)45.4
Vol 30D42.4%
Vol 90D38.5%
1Y Range266–389
Daily bars506
Perf Week+1.64%
Perf Month−6.86%
Perf Quarter−14.38%
Perf Half Y−1.94%
Perf Year−5.12%
Perf YTD−15.68%
Prev Day−0.24%
ClavixB-
Debt / Eq0.29
Curr Ratio2.16
Int Cover73.4×
FCF Margin39.9%
Rev Growth+19.1%
ProfitProfitable
LeverageLow
Sector rank50 / 69

Clavix risk grade

regraded every trading day
B-69/100

EVR grades B-, 69 of 100. Steadiest on Price Stability (57), most exposed on Sector Resilience (43, fragile). 0 of the 3 weighted dimensions sit above the Financial Services median. Ranks 50 of 69 in Financial Services by Clavix score.

PriceMacroSectorNewsFinancial

How rough the ride is

EVRFinancial Services median
Betavs the overall market · lower is steadier1.501.20
Volatilityannualized37.4%30.0%
Max drawdown, past yearworst peak-to-trough fall−30.3%
Typical daily movemedian absolute daily change1.40%
Days beyond ±3%of the last 252 sessions4116%

How its days are spread

Daily returns over the last 252 sessions in 1% bins. Moves beyond ±6% land in the end bins.

52-week range

EVR
296.91

The bar runs from the lowest to the highest close of the last 252 sessions; the marker is the latest close.

Drawdown from the 1-year peak

EVR

Percent below the running high over the last 12 months. Zero is a fresh high.

Market sensitivity

EVRFinancial Services median
Beta to the markethow much it swings with the S&P 500 · lower is safer1.501.20
Macro sensitivityrate, dollar and credit exposure bucketHighModerate40% of 70

Where it sits on the macro scale

Low 7Moderate 28High 24Very High 11

Low means rates, the dollar and credit spreads barely move it. Very High means they drive a large share of its swings. The counts are how many Financial Services names sit in each bucket.

Where it ranks in its sector

Sector
Financial Services69 companies ranked
EVR
#50 of 69

Rank by Clavix score within the sector. Right is the top of the sector.

Price performance

EVR
1 week+1.6%
1 month−6.9%
Year to date−15.7%
1 year−5.1%

Context for the rank, not itself a risk measure.

Recent coverage, scored

EVR
Articles scoredthe most recent scored coverage, up to 3022since 9 Jul
Average score0 most bearish, 100 most bullish62
Bullish · bearisharticles above 60 · below 4015 · 1
Directionarticles whose tone is improving vs worsening15 ↑ 1 ↓

Where the article scores land

Each bar is a 10-point band of article scores. Below 40 reads bearish, above 60 bullish.

Balance sheet, against the sector

Debt / equityTotal debt vs shareholder equity · lower is stronger
0.29sector median 0.83 · 70 names
Current ratioShort-term assets vs liabilities · higher is stronger
2.16sector median 1.03 · 62 names
FCF marginFree cash flow as a share of revenue · higher is stronger
39.9%sector median 27.9% · 65 names
Interest coverageOperating income vs interest expense · higher is stronger
73.4×sector median 7.6× · 57 names

The shaded band is the middle half of the 70 Financial Services names Clavix covers; the tick is the sector median.

Growth

EVR
Revenue growthyear over year+19.1%

Financial Health is shown but does not count toward the grade. Why

0–100, higher is safer. The tick on each bar is the Financial Services median. Click a dimension for the evidence behind it. Financial Health is shown but does not count toward the grade.

Against Financial Services

70 companies
MetricEVRSector spreadMedian
Beta1.50
1.20
Volatility37.4%
30.0%
P/E15.17
20.95
Debt / equity0.29
0.83
Current ratio2.16
1.03
FCF margin39.9%
27.9%
Interest coverage73.4×
7.6×

Recent news

most recent scored articles · the chip is the article’s score · click to open

Evercore's research team started covering Jersey Mike's (NYSE:JMKE), assigning it an 'outperform' rating, meaning they expect the stock to beat the market, along with a $28 price target.

Source marketbeat.com Significance moderate Impact financial impact Risk improving

Read the article →

An analyst has rated Evercore (EVR) a Buy, citing accelerating deal flow and strong EBITDA growth expected through 2027. The analyst notes the stock trades at 9.1 times forward EBITDA, near recent lows and at a 57% discount to its peak valuation multiple, and highlights record-high capital returns including a $1.6 billion share buyback program and $3.41 per share in trailing twelve-month dividends.

Source Seeking Alpha Significance minor Impact financial impact Risk improving

Read the article →

Evercore (EVR) stock, which has returned 159.3% over the past five years, shows mixed valuation signals: the Excess Returns intrinsic value estimate suggests meaningful upside, while market multiples indicate the stock is overvalued relative to earnings.

Source yahoo.com Significance moderate Impact financial impact Risk neutral

Read the article →

Evercore reported Q2 2026 earnings, confirmed its latest dividend, and hired veteran equity capital markets banker Dylan Tornay to strengthen coverage in industrials and infrastructure. The stock has pulled back to $318.34 despite strong year-on-year revenue figures.

Source yahoo.com Significance minor Impact leadership Risk improving

Read the article →

Evercore (NYSE:EVR) appointed Dylan Tornay, a nearly 30-year Citi veteran, as Senior Managing Director to lead its Equity Capital Markets platform with a focus on the industrials and infrastructure sectors.

Source yahoo.com Significance minor Impact leadership Risk improving

Read the article →

Nearest peers by size

Financial Services
TickerCompanyGradeMkt capP/EBeta
FDSFactset Research Systems IncB-$11.13B19.930.72Compare
JKHYJack Henry & Associates IncA-$11.80B23.550.56Compare
SEICSEI Investments Co$12.36B17.370.96Compare
SFStifel Financial CorpB+$12.42B12.891.02Compare
JEFJefferies Financial Group IncB-$12.51B13.841.54Compare
GLXYGalaxy Digital IncF$10.36B131.363.54Compare
CHYMChime Financial IncC-$12.74B2.08Compare
ALLYAlly Financial IncB+$13.26B8.931.17Compare

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