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Upturn AI SWOT - About
Evercore Partners Inc (EVR)
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Upturn Advisory Summary
07/09/2025: EVR (3-star) is a STRONG-BUY. BUY since 40 days. Profits (26.37%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
8 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $248
1 Year Target Price $248
| 2 | Strong Buy |
| 2 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 125.44% | Avg. Invested days 74 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 07/09/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 11.04B USD | Price to earnings Ratio 27.11 | 1Y Target Price 248 |
Price to earnings Ratio 27.11 | 1Y Target Price 248 | ||
Volume (30-day avg) 8 | Beta 1.4 | 52 Weeks Range 148.10 - 320.98 | Updated Date 07/8/2025 |
52 Weeks Range 148.10 - 320.98 | Updated Date 07/8/2025 | ||
Dividends yield (FY) 1.24% | Basic EPS (TTM) 10.53 |
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 - | When - | Estimate - | Actual - |
Profitability
Profit Margin 14.18% | Operating Margin (TTM) 16% |
Management Effectiveness
Return on Assets (TTM) 15.24% | Return on Equity (TTM) 28.14% |
Valuation
Trailing PE 27.11 | Forward PE 31.35 | Enterprise Value 11064327168 | Price to Sales(TTM) 3.57 |
Enterprise Value 11064327168 | Price to Sales(TTM) 3.57 | ||
Enterprise Value to Revenue 3.85 | Enterprise Value to EBITDA 6.32 | Shares Outstanding 38659400 | Shares Floating 36489414 |
Shares Outstanding 38659400 | Shares Floating 36489414 | ||
Percent Insiders 4.99 | Percent Institutions 90.85 |
Upturn AI SWOT
Evercore Partners Inc
Company Overview
History and Background
Evercore Partners Inc. was founded in 1995 by Roger Altman. Initially focused on restructuring advisory, it expanded into M&A, private capital advisory, and wealth management. It has grown organically and through acquisitions, establishing itself as a leading independent investment banking advisory firm.
Core Business Areas
- Investment Banking: Provides advisory services on mergers and acquisitions (M&A), strategic advisory, restructuring, and capital markets transactions to corporations, financial sponsors, and governments.
- Investment Management: Offers wealth management services to high-net-worth individuals, families, and related institutions.
Leadership and Structure
Ralph Schlosstein serves as President and CEO. The firm is structured with managing directors heading various industry and product groups, operating under a partnership-like model.
Top Products and Market Share
Key Offerings
- M&A Advisory: Advises clients on mergers, acquisitions, divestitures, and other strategic transactions. Evercore consistently ranks among the top M&A advisors globally. Competitors include Goldman Sachs, Morgan Stanley, and J.P. Morgan.
- Market Share (%):
- Market Share (%):
- Restructuring Advisory: Provides financial restructuring and debt advisory services to companies facing financial distress or bankruptcy. Evercore is a leading restructuring advisor. Competitors include Lazard, Rothschild & Co, and PJT Partners.
- Market Share (%):
- Private Capital Advisory: Offers advisory services to private fund managers. Competitors include PJT Park Hill, Greenhill Cogent, and Lazard.
- Market Share (%):
- Wealth Management: Provides financial planning, investment management, and other wealth management services. Competitors include Goldman Sachs, Morgan Stanley, and J.P. Morgan.
Market Dynamics
Industry Overview
The investment banking industry is driven by M&A activity, economic growth, and capital market conditions. The industry is highly competitive and cyclical.
Positioning
Evercore is positioned as a leading independent investment banking advisor, known for its expertise and client focus. It competes with larger bulge-bracket firms but offers independent advice.
Total Addressable Market (TAM)
The global investment banking advisory market is estimated to be worth hundreds of billions of dollars annually. Evercore captures a portion of this market through its M&A, restructuring, and capital markets advisory services.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Experienced advisory team
- Independent advice
- Strong restructuring practice
- Global presence
Weaknesses
- Smaller capital base compared to bulge-bracket firms
- Dependence on key personnel
- Volatile revenue stream
- Limited underwriting capabilities
Opportunities
- Expansion into new geographies
- Growth in private capital advisory
- Increased M&A activity
- Growing demand for independent advice
- Further expansion in Wealth Management
Threats
- Economic downturns
- Increased competition
- Regulatory changes
- Decline in M&A activity
- Talent attrition
Competitors and Market Share
Key Competitors
- GS
- MS
- LAZ
- PJT
Competitive Landscape
Evercore's advantage lies in its independence and specialized expertise. Disadvantages include smaller size and limited underwriting capabilities compared to larger banks.
Major Acquisitions
ISI Group
- Year: 2014
- Acquisition Price (USD millions): 440
- Strategic Rationale: Expanded Evercore's equity research and sales and trading capabilities.
Growth Trajectory and Initiatives
Historical Growth: Evercore has experienced growth through organic expansion and strategic acquisitions.
Future Projections: Future projections are based on analyst estimates and market conditions. Access to real-time financial data and analyst reports is needed.
Recent Initiatives: Focus on expanding its private capital advisory and wealth management businesses.
Summary
Evercore is a strong independent advisory firm with expertise in restructuring and M&A. Its focus on client relationships and specialized knowledge is key to its success. Key risks include economic downturns and competition from larger banks. Further growth in Wealth Management is helping to diversify revenue streams.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Financial News Outlets
- Industry Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data can fluctuate and is based on available estimates.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Evercore Partners Inc
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2006-08-11 | Chairman & CEO Mr. John S. Weinberg | ||
Sector Financial Services | Industry Capital Markets | Full time employees 2395 | Website https://www.evercore.com |
Full time employees 2395 | Website https://www.evercore.com | ||
Evercore Inc., together with its subsidiaries, operates as an independent investment banking firm in the Americas, Europe, Middle East, Africa, and Asia-Pacific. It operates through two segments, Investment Banking & Equities, and Investment Management. The Investment Banking & Equities segment offers strategic advisory services, such as mergers, and acquisitions, strategic, defense, and shareholder advisory, special committee assignments, and real estate strategic advisory; private capital advisory and fundraising, market risk management and hedging, private capital markets and debt advisory, liability management and restructuring, and equity capital markets execution and advisory services; and research, sales, and trading professionals services on a content-led platform to its institutional investor clients. The Investment Management segment provides wealth management services to high-net-worth individuals, foundations, and endowments. The company was formerly known as Evercore Partners Inc. and changed its name to Evercore Inc. in August 2017. Evercore Inc. was founded in 1995 and is headquartered in New York, New York.
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