Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI Summary - About
Evercore Partners Inc(EVR)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for EVR
11/09/2026: EVR (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Evercore Partners is a prominent independent investment banking firm known for providing strategic advice on complex M&A, restructuring, and capital market transactions. Its primary strength lies in its conflict-free, high-quality advisory services, which have earned it a leading position among corporate clients. The firm’s main growth story centers on talent acquisition and expansion into new geographic and specialized advisory markets. Key risks include its reliance on cyclical M&A deal flow and potential competition from larger universal banks. The stock may suit growth-oriented investors looking for exposure to the financial advisory sector, though it carries inherent market-driven volatility.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | Evercore has a track record of expanding its talent base and advisory reach to capture greater market share. |
| Momentum investor | Strong fit while signal remains positive | The stock often trends with cycles in M&A activity, making it attractive during market upturns. |
| Value investor | Mixed fit | Valuation fluctuates significantly based on the expected pipeline of large-scale M&A deals. |
| Dividend investor | Strong fit | The company consistently pays and grows dividends, reflecting stable cash generation. |
| Low-risk investor | Weak fit | As a financial services firm dependent on deal cycles, the stock is subject to significant market volatility. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock is highly sensitive to shifts in global M&A sentiment and macroeconomic conditions. |
| Valuation risk | Medium | Investors often pay a premium for Evercore's brand, which can lead to overvaluation during peak deal cycles. |
| Competition risk (Universal Banks) | Medium | Bulge-bracket firms can leverage their balance sheets to win mandates. |
| Business quality | Strong | The firm maintains a high-quality reputation and strong intellectual capital. |
| Dividend income | Medium | Dividends are reliable but not the primary driver of total returns compared to capital appreciation. |
| Execution risk | Medium | Success relies heavily on attracting and retaining elite advisory talent. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 96.46% | Avg. Invested days 53 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/09/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 10.81B USD | Price to earnings Ratio 15.57 | 1Y Target Price 346.8 |
Price to earnings Ratio 15.57 | 1Y Target Price 346.8 | ||
Volume (30-day avg) 594.8K shares | Beta 1.46 | 52 Weeks Range 245.47 - 385.54 | Updated Date 11/08/2026 |
52 Weeks Range 245.47 - 385.54 | Updated Date 11/08/2026 | ||
Dividends yield (FY) 1.21% | Basic EPS (TTM) 18.28 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Advisory Services | Strategic M&A, restructuring, and capital raising advice. | This is the primary way Evercore earns fees, essentially acting as the 'brain' for companies navigating major transactions. |
| Investment Management | Wealth management and asset management services. | Provides recurring revenue streams through fees charged on managing client assets. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-10-28 | When Before Market | Estimate 2.61 | Actual 4.28 |
Profitability
Profit Margin 15.73% | Operating Margin (TTM) 21.94% |
Management Effectiveness
Return on Assets (TTM) 17.07% | Return on Equity (TTM) 37.97% |
Valuation
Trailing PE 15.57 | Forward PE 13.66 | Enterprise Value 11.14B | Price to Sales(TTM) 2.23 |
Enterprise Value 11.14B | Price to Sales(TTM) 2.23 | ||
Enterprise Value to Revenue 2.49 | Enterprise Value to EBITDA 6.32 | Shares Outstanding 37.98M | Shares Floating 35.94M |
Shares Outstanding 37.98M | Shares Floating 35.94M | ||
Percent Insiders 2.36 | Percent Institutions 95.71 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.