Evercore Inc. (EVR) stock analysis

P/E below its 5-year median

Evercore's P/E of 16.4 is below its own 5-year median of 19.2.

P/E below the industry

Evercore's P/E of 16.4 is below the Services Allied with the Exchange of Securities median of 21.0.

EV/EBITDA below its 5-year median

Evercore's EV/EBITDA of 8.4 is below its 5-year median of 11.2.

P/B above the industry

Evercore's price-to-book of 5.90 is above the Services Allied with the Exchange of Securities median of 3.70.

Trading below fair value

The share price of $298.08 is below our fair value estimate of $350.19.

Margin of safety under 20%

The price is 14.9% below fair value, less than the 20% cushion we look for.

Revenue growing 10%+ a year

Revenue grew 11.8% a year over the last three fiscal years.

EPS growing under 10% a year

Diluted EPS grew 6.6% a year over the last three fiscal years.

Earnings growth accelerating

Net income grew 44.1% over the last twelve months, against a 5-year average of 11.0% a year.

Growing faster than the industry

Revenue grew 36.8% over the last twelve months; the Services Allied with the Exchange of Securities median is 8.7%.

Company guidance

No outlook found in earnings releases from the last twelve months.

Gross margin trend

This company does not report gross profit.

Return on equity over 15%

Return on equity was 40.6% over the last twelve months and averaged 32.5% over five years.

Return on invested capital

Needs operating income and invested capital.

Return on equity above the industry

Evercore's return on equity of 40.6% is above the Services Allied with the Exchange of Securities median of 15.7%.

Earnings grew over 5 years

Net income grew 11.0% a year on average over the last five fiscal years.

Net margin above its 5-year average

Net margin was 15.6% over the last twelve months, against a 5-year average of 15.6%.

Net margin below the industry

Evercore's net margin of 15.6% is below the Services Allied with the Exchange of Securities median of 16.3%.

Low debt

Debt is 27.8% of shareholders' equity, under the 40% we consider low.

Debt rising against equity

Debt to equity rose from 27.5% five years ago to 27.8%.

Debt covered by cash flow

Operating cash flow over the last twelve months equals 327% of total debt.

Interest coverage

Interest expense is not reported separately.

Short-term assets cover short-term debts

Current assets are 2.25 times current liabilities.

Low bankruptcy risk

The Altman Z-score is 4.46; above 3 is the safe zone and below 1.8 the distress zone.

Pays a dividend

Evercore paid dividends worth 1.2% of the share price over the last twelve months.

Yield below Treasuries

The 1.2% yield is below the 4.4% on a 1-year Treasury.

Yield below the top quarter

The top quarter of US dividend payers yield 3.8% or more; Evercore yields 1.2%.

Dividend not cut

The dividend per share has not fallen by more than 10% in any of the last 10 fiscal years.

Covered by earnings

Dividends take 19.9% of net income.

Covered by free cash flow

Dividends take 8.8% of free cash flow.