EVR · Evercore Inc
Price
Snapshot
50 fields · last close| Market Cap | $9.77B |
| P/E | 13.12 |
| Float | 37.79M |
| Beta | 1.50 |
| Volatility | 37.5% |
| Exchange | NYSE |
| Sector | Financial Services |
| Cap tier | Mid cap |
| Macro sensitivity | High |
| Clavix score | 71.2 |
| Price | 248.75 |
| Change | −2.10% |
| Prev Close | 254.08 |
| Open | 257.99 |
| Day Low | 251.40 |
| Day High | 260.43 |
| Avg Vol | 1 |
| Avg $ Vol | $139.9M |
| 52W High | 388.71 |
| 52W Low | 250.25 |
| 52W Pos | −1.1% |
| From High | −36.01% |
| From Low | −0.60% |
| Max DD 1Y | −33.68% |
| Spread | 0.10% |
| Liquidity | Normal |
| SMA 20 | −5.25% |
| SMA 50 | −10.83% |
| SMA 200 | −22.46% |
| RSI (14) | 35.2 |
| Vol 30D | 25.5% |
| Vol 90D | 35.9% |
| 1Y Range | 250–389 |
| Daily bars | 536 |
| Perf Week | −6.54% |
| Perf Month | −3.25% |
| Perf Quarter | −23.82% |
| Perf Half Y | −29.99% |
| Perf Year | −21.53% |
| Perf YTD | −29.19% |
| Prev Day | −2.10% |
| Clavix | B- |
| Debt / Eq | 0.29 |
| Curr Ratio | 2.16 |
| Int Cover | 73.4× |
| FCF Margin | 32.4% |
| Rev Growth | +29.5% |
| Profit | Profitable |
| Leverage | Low |
| Sector rank | 46 / 69 |
Clavix risk grade
regraded every trading dayEVR grades B-, 71.2 of 100. Steadiest on News Sentiment (62), most exposed on Sector Resilience (47, fragile). 1 of the 4 weighted dimensions sit above the Financial Services median. Ranks 46 of 69 in Financial Services by Clavix score.
How rough the ride is
| EVR | Financial Services median | |
|---|---|---|
| Betavs the overall market · lower is steadier | 1.50 | 1.21 |
| Volatilityannualized | 37.5% | 30.2% |
| Max drawdown, past yearworst peak-to-trough fall | −33.7% | — |
| Typical daily movemedian absolute daily change | 1.40% | — |
| Days beyond ±3%of the last 252 sessions | 39 (15%) | — |
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
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
Percent below the running high over the last 12 months. Zero is a fresh high.
Market sensitivity
| EVR | Financial Services median | |
|---|---|---|
| Beta to the markethow much it swings with the S&P 500 · lower is safer | 1.50 | 1.21 |
| Macro sensitivityrate, dollar and credit exposure bucket | High | Moderate 40% of 70 |
Where it sits on the macro scale
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
Rank by Clavix score within the sector. Right is the top of the sector.
Price performance
| EVR | |
|---|---|
| 1 week | −6.5% |
| 1 month | −3.2% |
| Year to date | −29.2% |
| 1 year | −21.5% |
Context for the rank, not itself a risk measure.
Recent coverage, scored
| EVR | |
|---|---|
| Articles scoredthe most recent scored coverage, up to 30 | 30 since 29 Jul |
| Average score0 most bearish, 100 most bullish | 60 |
| Bullish · bearisharticles above 60 · below 40 | 20 · 4 |
| Directionarticles whose tone is improving vs worsening | 20 ↑ 4 ↓ |
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
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 | +29.5% |
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.
Recent news
most recent scored articles · the chip is the article’s score · click to openEvercore's Board appointed Nigel Dawn and Naveen Nataraj as Co-Presidents of the firm, effective January 1, 2027. Both will report to Chairman and CEO John S. Weinberg, who will continue leading the firm and its strategic direction for at least the next three years.
Zacks named Evercore (EVR) as its Bear of the Day, citing falling earnings estimates and rate pressures. The same article highlighted Monday.com as Bull of the Day and noted Micron and Sandisk as potential buys amid a memory selloff.
A stock-commentary site flagged Evercore (EVR) as its 'Bear of the Day,' saying its earnings forecasts from Wall Street analysts are being cut quickly and that near-term headwinds for the investment bank may be getting worse.
Evercore hired John Song and Jean Stack as senior managing directors in its industrials investment banking group to focus on aerospace and defense, and also brought on Philip von Malsen-Plessen in Frankfurt to strengthen its advisory business in Germany, Austria, and Switzerland.
The article notes the stock has gained about 102.5% over three years but has been under pressure more recently, with the firm's focus expanding into defense hiring. The body text is truncated, so full supporting detail is not available.
Nearest peers by size
Financial Services| Ticker | Company | Grade | Mkt cap | P/E | Beta | |
|---|---|---|---|---|---|---|
| SF | Stifel Financial Corp | B+ | $10.20B | 10.70 | 1.03 | Compare |
| JEF | Jefferies Financial Group Inc | B- | $10.29B | 10.99 | 1.54 | Compare |
| HLI | Houlihan Lokey Inc | B | $9.06B | 22.29 | 0.94 | Compare |
| FDS | Factset Research Systems Inc | B- | $10.73B | 20.11 | 0.73 | Compare |
| JKHY | Jack Henry & Associates Inc | A- | $10.74B | 21.36 | 0.56 | Compare |
| VIRT | Virtu Financial Inc | B | $8.82B | 16.02 | 0.69 | Compare |
| CHYM | Chime Financial Inc | C- | $11.23B | — | 2.07 | Compare |
| ALLY | Ally Financial Inc | B+ | $11.46B | 7.88 | 1.18 | Compare |
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