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Upturn AI SWOT - About
Evercore Partners Inc (EVR)
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Upturn Advisory Summary
12/04/2025: 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 $347.88
1 Year Target Price $347.88
| 2 | Strong Buy |
| 2 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 150.75% | 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 12/04/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 12.70B USD | Price to earnings Ratio 26.12 | 1Y Target Price 347.88 |
Price to earnings Ratio 26.12 | 1Y Target Price 347.88 | ||
Volume (30-day avg) 8 | Beta 1.61 | 52 Weeks Range 147.33 - 363.46 | Updated Date 12/4/2025 |
52 Weeks Range 147.33 - 363.46 | Updated Date 12/4/2025 | ||
Dividends yield (FY) 1.01% | Basic EPS (TTM) 12.57 |
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 14.92% | Operating Margin (TTM) 21.15% |
Management Effectiveness
Return on Assets (TTM) 14.34% | Return on Equity (TTM) 29.65% |
Valuation
Trailing PE 26.12 | Forward PE 24.88 | Enterprise Value 13219526656 | Price to Sales(TTM) 3.58 |
Enterprise Value 13219526656 | Price to Sales(TTM) 3.58 | ||
Enterprise Value to Revenue 3.8 | Enterprise Value to EBITDA 6.32 | Shares Outstanding 38678117 | Shares Floating 36586018 |
Shares Outstanding 38678117 | Shares Floating 36586018 | ||
Percent Insiders 4.95 | Percent Institutions 93.69 |
Upturn AI SWOT
Evercore Partners Inc
Company Overview
History and Background
Evercore Partners Inc. was founded in 1995 by Roger Altman, a former investment banker at Lehman Brothers and Blackstone. It has grown organically and through acquisitions to become a leading independent investment banking advisory firm.
Core Business Areas
- Investment Banking: Provides advisory services on mergers and acquisitions, restructurings, capital markets, and private funds.
- Investment Management: Offers wealth management, institutional asset management, and private equity fund management services.
Leadership and Structure
Ralph Schlosstein serves as the CEO and Co-Chairman of Evercore. The company operates with a partnership-based organizational structure, emphasizing collaboration and expertise.
Top Products and Market Share
Key Offerings
- M&A Advisory: Provides advice to clients on mergers, acquisitions, divestitures, and other strategic transactions. While exact market share fluctuates, Evercore consistently ranks among the top independent M&A advisors. Competitors include Lazard, Moelis & Company, and Rothschild & Co.
- Restructuring Advisory: Advises companies and creditors on restructuring transactions, including bankruptcies and debt restructurings. Evercore has a significant presence in this market. Competitors include Houlihan Lokey and PJT Partners.
- Private Funds Group: Offers placement agent services for private equity, real estate, and hedge funds. Market share is dynamic and depends on deal flow. Competitors include PJT Park Hill and Credit Suisse Private Fund Group.
Market Dynamics
Industry Overview
The investment banking industry is highly competitive and cyclical, driven by economic conditions, M&A activity, and capital markets trends.
Positioning
Evercore is positioned as a leading independent investment banking advisory firm, focusing on providing unbiased advice and expertise to its clients. Its independence is a key competitive advantage.
Total Addressable Market (TAM)
The global investment banking market is estimated to be worth hundreds of billions of dollars annually. Evercore's positioning allows it to capture a significant portion of this TAM, particularly in advisory services.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Experienced and talented professionals
- Independent advisory model
- Global reach
- Diversified revenue streams
Weaknesses
- Reliance on key personnel
- Sensitivity to market fluctuations
- Potential conflicts of interest (although mitigated by independence)
- Smaller capital base compared to bulge bracket banks
Opportunities
- Expanding into new geographic markets
- Increasing market share in existing business lines
- Developing new products and services
- Leveraging technology to improve efficiency
- Capitalizing on industry consolidation
Threats
- Economic downturns
- Increased competition
- Regulatory changes
- Disruptive technologies
- Loss of key personnel
Competitors and Market Share
Key Competitors
- Lazard (LAZ)
- Moelis & Company (MC)
- PJT Partners (PJT)
- Houlihan Lokey (HLI)
Competitive Landscape
Evercore competes on expertise, independence, and client relationships. It's smaller capital base compared to larger banks is a relative disadvantage, but its independence from lending activities is a key strength.
Major Acquisitions
ISI Group
- Year: 2014
- Acquisition Price (USD millions): 440
- Strategic Rationale: Expanded Evercore's equity research and trading capabilities.
Growth Trajectory and Initiatives
Historical Growth: Evercore has experienced significant growth through both organic expansion and strategic acquisitions. Refer to their financial reports and presentations.
Future Projections: Analyst projections vary, but generally anticipate continued growth in advisory revenues. Refer to financial news and analyst reports for current forecasts.
Recent Initiatives: Recent initiatives have included expanding international operations and investing in technology.
Summary
Evercore is a strong independent investment bank with experienced professionals and a diversified business model. Its independence is a key advantage, but it remains sensitive to economic cycles and competition. Continued growth will depend on expanding its market share and adapting to industry changes. Maintaining key personnel will be critical for future success.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Investor Relations
- Financial News Outlets
- Industry Reports
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Market share figures are approximate and may vary based on different sources and methodologies. Financial data requires real-time updates.
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 2525 | Website https://www.evercore.com |
Full time employees 2525 | 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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