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Upturn AI SWOT - About
Evercore Partners Inc (EVR)
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Upturn Advisory Summary
10/30/2025: EVR (3-star) is currently NOT-A-BUY. Pass it for now.
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 $357.5
1 Year Target Price $357.5
| 2 | Strong Buy |
| 2 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 150.78% | Avg. Invested days 86 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/30/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 11.26B USD | Price to earnings Ratio 23.18 | 1Y Target Price 357.5 |
Price to earnings Ratio 23.18 | 1Y Target Price 357.5 | ||
Volume (30-day avg) 8 | Beta 1.52 | 52 Weeks Range 147.72 - 364.42 | Updated Date 10/30/2025 |
52 Weeks Range 147.72 - 364.42 | Updated Date 10/30/2025 | ||
Dividends yield (FY) 1.14% | Basic EPS (TTM) 12.58 |
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 2025-10-29 | When Before Market | Estimate 2.71 | Actual 3.48 |
Profitability
Profit Margin 14.91% | Operating Margin (TTM) 21.15% |
Management Effectiveness
Return on Assets (TTM) 14.38% | Return on Equity (TTM) 27.63% |
Valuation
Trailing PE 23.18 | Forward PE 20.28 | Enterprise Value 11865250816 | Price to Sales(TTM) 3.18 |
Enterprise Value 11865250816 | Price to Sales(TTM) 3.18 | ||
Enterprise Value to Revenue 4.27 | Enterprise Value to EBITDA 6.32 | Shares Outstanding 38597943 | Shares Floating 36497057 |
Shares Outstanding 38597943 | Shares Floating 36497057 | ||
Percent Insiders 4.96 | Percent Institutions 94.68 |
Upturn AI SWOT
Evercore Partners Inc
Company Overview
History and Background
Evercore Partners Inc. was founded in 1995 by Roger Altman. It has grown from a boutique investment bank to a leading independent advisory firm, expanding its services and global reach through strategic acquisitions and organic growth.
Core Business Areas
- Investment Banking: Provides advisory services in mergers and acquisitions (M&A), restructurings, strategic shareholder advisory, and capital markets advisory.
- Investment Management: Offers wealth management services, private equity fund management, and institutional asset management.
Leadership and Structure
Roger Altman is the Founder and Senior Chairman. Ralph Schlosstein is the Co-Chairman and Co-CEO, and John Weinberg is the Co-Chairman and Co-CEO. The firm operates with a partnership structure, with managing directors overseeing various business lines.
Top Products and Market Share
Key Offerings
- M&A Advisory: Advises companies on mergers, acquisitions, divestitures, and other strategic transactions. Market share fluctuates depending on deal size and volume, estimated around 5-10% of global M&A advisory revenue. Competitors include Goldman Sachs, Morgan Stanley, and JPMorgan Chase.
- Restructuring Advisory: Provides advice to companies facing financial distress or bankruptcy, including debt restructuring and reorganization. Market share varies, often ranking in the top 5 globally. Competitors include Houlihan Lokey, Rothschild & Co, and Lazard.
- Strategic Shareholder Advisory: Helps companies with shareholder engagement, activism defense, and proxy contests. This service is gaining importance with growing shareholder activism. Competitors include Sard Verbinnen & Co, Innisfree M&A Incorporated, and MacKenzie Partners.
- Wealth Management: Manages investments and provides financial planning for high-net-worth individuals and families. The firm also provides private equity fund management. Competitors include Goldman Sachs Personal Financial Management, and JP Morgan Wealth Management.
Market Dynamics
Industry Overview
The investment banking industry is cyclical, influenced by macroeconomic conditions, market volatility, and deal activity. Increased regulatory scrutiny and technological disruption are also shaping the landscape.
Positioning
Evercore is positioned as an independent advisory firm, offering unbiased advice and specialized expertise. Its competitive advantage lies in its senior banker focus, intellectual capital, and client relationships.
Total Addressable Market (TAM)
The global investment banking market is estimated at several hundred billion USD annually. Evercore is well-positioned to capture a significant share of the M&A advisory and restructuring advisory segments within this TAM.
Upturn SWOT Analysis
Strengths
- Strong reputation and brand
- Experienced senior bankers
- Independent advisory model
- Global presence
- Strong M&A advisory business
Weaknesses
- Reliance on key personnel
- Vulnerability to market cycles
- Smaller capital base compared to bulge bracket firms
- Limited presence in some product areas
Opportunities
- Expanding into new geographies
- Growing restructuring advisory business
- Increasing demand for independent advice
- Leveraging technology to improve efficiency
- Growth in private capital and alternative investments
Threats
- Increased competition
- Economic downturn
- Regulatory changes
- Geopolitical risks
- Disruptive technologies
Competitors and Market Share
Key Competitors
- GS
- MS
- JPM
- LAZ
- HLI
Competitive Landscape
Evercore's independence and expertise provide a competitive edge, but it faces strong competition from larger, full-service investment banks.
Major Acquisitions
ISI Group
- Year: 2014
- Acquisition Price (USD millions): 465
- Strategic Rationale: Expanded Evercore's equity research and institutional equities business.
Growth Trajectory and Initiatives
Historical Growth: Evercore has experienced significant growth over the past decade, driven by organic expansion and strategic acquisitions.
Future Projections: Future growth is expected to be driven by increased M&A activity, expansion into new markets, and continued success in asset management.
Recent Initiatives: Recent strategic initiatives include expanding its European presence, investing in technology, and strengthening its restructuring advisory capabilities.
Summary
Evercore is a reputable investment banking firm with strong M&A advisory services and experienced senior bankers. Its independence is a major asset but it's vulnerable to market cycles and smaller than bulge bracket firms. It has opportunities to expand geographically and leverage technology but must watch out for competition and economic downturns.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Market share estimates are approximate and may vary. Financial data not available to provide specific metrics.
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 2455 | Website https://www.evercore.com |
Full time employees 2455 | 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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