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Upturn AI SWOT - About
Evercore Partners Inc (EVR)
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Upturn Advisory Summary
08/28/2025: EVR (3-star) is a STRONG-BUY. BUY since 76 days. Profits (40.13%). 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 $347.8
1 Year Target Price $347.8
| 2 | Strong Buy |
| 2 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 150% | Avg. Invested days 81 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 12.56B USD | Price to earnings Ratio 29.15 | 1Y Target Price 347.8 |
Price to earnings Ratio 29.15 | 1Y Target Price 347.8 | ||
Volume (30-day avg) 8 | Beta 1.48 | 52 Weeks Range 147.72 - 327.50 | Updated Date 08/29/2025 |
52 Weeks Range 147.72 - 327.50 | Updated Date 08/29/2025 | ||
Dividends yield (FY) 1.01% | Basic EPS (TTM) 11.03 |
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 14.27% | Operating Margin (TTM) 18.23% |
Management Effectiveness
Return on Assets (TTM) 14.38% | Return on Equity (TTM) 27.63% |
Valuation
Trailing PE 29.15 | Forward PE 32.68 | Enterprise Value 12986906624 | Price to Sales(TTM) 3.88 |
Enterprise Value 12986906624 | Price to Sales(TTM) 3.88 | ||
Enterprise Value to Revenue 4.17 | Enterprise Value to EBITDA 6.32 | Shares Outstanding 38597900 | Shares Floating 36497443 |
Shares Outstanding 38597900 | Shares Floating 36497443 | ||
Percent Insiders 4.96 | Percent Institutions 95.62 |
Upturn AI SWOT
Evercore Partners Inc
Company Overview
History and Background
Evercore Partners Inc. was founded in 1995 by Roger Altman. It has grown to become a leading independent investment banking advisory firm, advising corporations on mergers, acquisitions, restructurings, and capital markets activities.
Core Business Areas
- Investment Banking: Provides advisory services on mergers and acquisitions, divestitures, restructurings, and other strategic transactions. It also includes private capital advisory and capital markets advisory.
- Wealth Management and Investment Management: Offers wealth management services to high-net-worth individuals and families, as well as investment management services.
Leadership and Structure
Roger Altman is the Founder and Senior Chairman. John Weinberg is the Chairman and Chief Executive Officer. The firm operates with a partnership-like structure, with senior managing directors playing key roles.
Top Products and Market Share
Key Offerings
- Mergers & Acquisitions Advisory: Provides advice to companies on M&A transactions. Market share varies annually depending on deal volume. Competitors include Goldman Sachs, Morgan Stanley, and JPMorgan Chase.
- Restructuring Advisory: Provides advice to companies undergoing financial distress. Competitors include Houlihan Lokey and Lazard.
Market Dynamics
Industry Overview
The investment banking industry is cyclical, driven by economic conditions, market volatility, and regulatory changes. Demand for M&A and restructuring advisory services fluctuates with these factors.
Positioning
Evercore is a leading independent investment banking advisory firm, known for its expertise and high-quality advice. It competes with larger, integrated investment banks but differentiates itself through its independent advice model.
Total Addressable Market (TAM)
The global investment banking market size was valued at $1.2 trillion in 2023 and is projected to reach $1.7 trillion by 2032. Evercore is positioned to capture a share of this TAM through its specialized advisory services.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Experienced and highly regarded professionals
- Independent advice model
- Strong M&A advisory capabilities
- Diversified business lines
Weaknesses
- Reliance on key personnel
- Vulnerability to market cycles
- Smaller capital base compared to larger competitors
- Dependence on few very large transactions
Opportunities
- Expanding into new geographic markets
- Growing wealth management business
- Capitalizing on increasing demand for restructuring advisory
- Expanding its ESG advisory services
- Further acquisitions
Threats
- Increased competition from larger investment banks
- Economic downturns
- Regulatory changes
- Geopolitical risks
- Loss of key personnel
Competitors and Market Share
Key Competitors
- GS
- MS
- JPM
- LAZ
- HLI
Competitive Landscape
Evercore competes with larger investment banks like Goldman Sachs and Morgan Stanley, as well as other independent advisory firms like Lazard and Houlihan Lokey. Evercore differentiates itself through its focus on high-quality advice and its independent model.
Major Acquisitions
ISI Group
- Year: 2014
- Acquisition Price (USD millions): 440
- Strategic Rationale: Expanded Evercore's research and trading capabilities.
Growth Trajectory and Initiatives
Historical Growth: Evercore has experienced significant growth in revenue and earnings over the past decade, driven by acquisitions and organic growth.
Future Projections: Analysts project continued growth in revenue and earnings, driven by increasing demand for advisory services and expansion into new markets.
Recent Initiatives: Recent initiatives include expanding its presence in Europe and Asia, investing in technology, and expanding its wealth management business.
Summary
Evercore Partners is a strong independent advisory firm with a solid reputation and experienced professionals. It has shown good historical growth, but like other IB, it's cyclical and dependent on economic climate. Threats include larger competition, personnel losses and regulatory changes. They also have high volatility.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (10-K, 10-Q)
- Analyst Reports
- Press Releases
- Market Research Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share estimates are approximate and may vary. Financial data is based on publicly available information and may not be completely accurate. Investment decisions should be made based on thorough research and consultation with a financial advisor.
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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