EVR

Based on Evercore Inc.'s historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.

What does Evercore do?

Evercore is an independent investment banking advisory firm. It advises corporations and institutions on mergers and acquisitions, restructurings, capital markets transactions, and shareholder defense. It also provides wealth management services to high-net-worth individuals, foundations, and endowments through its Investment Management segment.

Does EVR pay dividends?

Yes, Evercore pays a regular dividend. This is relatively uncommon among pure-play advisory firms and reflects the company's ability to generate consistent fee income. For current dividend details and payment schedules, check Evercore's investor relations page or your brokerage platform.

When does EVR report earnings?

Evercore reports earnings on a quarterly cadence, as is standard for US-listed companies. Specific reporting dates are not covered by our data source. Visit Evercore's investor relations page for the most current earnings calendar and recent results.

Is EVR a good stock to buy?

UQS Score rates EVR as Very Good, driven by Strong Growth and Risk pillars alongside a Good Quality rating. Whether it suits your portfolio depends on your own goals and risk tolerance. The full pillar breakdown is available to UQS Pro members for a deeper look.

Is EVR overvalued?

EVR's Valuation pillar is rated Good, suggesting the market is pricing in quality without reaching levels that appear excessive relative to peers. A Good Valuation label generally indicates the stock is neither deeply discounted nor significantly stretched on a composite basis.

How does EVR compare to its competitors?

Evercore's independent advisory model differentiates it from diversified financial firms like Stifel Financial, which combines brokerage and banking. Evercore's conflict-free positioning is a key differentiator when clients seek unbiased advice on major transactions. The UQS comparison table on this page shows relative scoring across peers.

What is EVR's market cap bracket?

Evercore is classified as a large-cap company. This places it among established, well-capitalized firms in the financial services sector, typically associated with greater liquidity and institutional investor coverage compared to smaller advisory boutiques.

Who founded Evercore?

Evercore was founded in 1995. The firm's founding history and leadership background are widely documented in public sources, including its official investor relations materials and financial press coverage.

Is EVR a long-term quality stock?

As a long-term quality indicator, EVR's Very Good UQS Score — anchored by Strong Growth and Risk pillars — suggests a fundamentally sound profile. Independent advisory firms with strong senior talent networks can sustain competitive positioning over time, though cyclical deal-market exposure remains a factor to monitor.

What is the main competitive advantage of Evercore?

Evercore's primary advantage is its independence. As a firm without a lending or trading business, it can offer advisory services free from the conflicts of interest that can affect bulge-bracket banks. This positioning attracts clients seeking unbiased counsel on high-stakes transactions.

What sector does EVR belong to?

Evercore belongs to the Financial Services sector, specifically within investment banking and advisory. It is often categorized alongside other independent advisory boutiques and diversified financial firms when investors screen for sector exposure.

Is EVR a growth stock or value stock?

Based on UQS pillar labels, EVR leans toward a growth profile — its Growth pillar is rated Strong — while its Valuation pillar reads as Good rather than deeply discounted. This positions it as a quality-growth name rather than a classic deep-value opportunity.

Evercore Inc. demonstrates outstanding capital efficiency and profitability, placing it among the highest-quality businesses in the market.

Evercore Inc. is growing rapidly with strong revenue and earnings expansion.

Evercore Inc. carries minimal financial risk with conservative leverage and strong solvency.

Evercore Inc. appears attractively valued relative to its earnings, cash flows, and sector peers.

Evercore Inc. possesses some competitive advantages but faces meaningful competition. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for EVR.

The UQS (Unified Quality Score) for Evercore Inc. is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.

Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.

Moat (25%) assesses Evercore Inc.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.

Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.

Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.

Valuation (15%) measures whether Evercore Inc. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.

Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.