EVR

Financial Services

Evercore Inc. · Financial - Capital Markets · $12B

UQS Score — Balanced Preset
75.5
Excellent

Evercore Inc. scores 75.5/100 using the Balanced preset.

78.0
Quality
35%
42.0
Moat
30%
88.9
Growth
20%
94.2
Risk
15%

EVR — Key Takeaways

✅ Strengths

Evercore Inc. shows strong profitability and capital efficiency
Evercore Inc. shows solid revenue and earnings growth trajectory
Evercore Inc. shows conservative financial structure with manageable risk
Evercore Inc. shows attractive valuation relative to fundamentals

EVR — Score History

6570758085Apr 2Apr 3Apr 4Apr 5Apr 6Apr 7Apr 8
DateUQSQualityMoatGrowthRiskValueChange
Apr 8, 202675.578.042.088.994.290.70.0
Apr 7, 202675.578.042.088.994.290.7+1.3
Apr 6, 202674.279.942.088.982.090.70.0
Apr 5, 202674.279.942.088.982.090.70.0
Apr 4, 202674.279.942.088.982.091.10.0
Apr 3, 202674.279.942.088.982.091.10.0
Apr 2, 202674.279.942.088.982.091.1

EVR — Pillar Breakdown

Quality

78.0/100 (25%)

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

Return on EquityStrong

Profitability relative to shareholders' equity.

Operating ProfitabilityModerate

Ability to convert revenue into operating profit.

Net ProfitabilityModerate

Bottom-line profit as a share of revenue.

Cash GenerationStrong

Free cash flow relative to market value.

Growth

88.9/100 (20%)

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

Recent Revenue TrendStrong

Revenue trajectory over the last twelve months.

3Y Revenue CAGRWeak

Compound annual revenue growth rate over 3 years.

EPS GrowthStrong

Year-over-year earnings per share growth.

Forward Revenue OutlookStrong

Analyst consensus for future revenue growth.

Forward EPS GrowthStrong

Analyst consensus for future earnings growth.

Risk

94.2/100 (15%)

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

Debt/EquityStrong

Total debt relative to shareholder equity.

Current RatioStrong

Short-term liquidity — ability to pay near-term obligations.

Interest CoverageStrong

Earnings capacity relative to interest payments.

Valuation

90.7/100 (15%)

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

Earnings YieldStrong

Inverse of forward P/E — higher yield means cheaper stock.

Price to Free Cash FlowStrong

How many years of FCF the market cap represents.

PEG RatioStrong

P/E relative to earnings growth — lower is more attractive.

Moat

42/100 (30%)

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.

Score Composition

Quality
78.0×25%19.5
Growth
88.9×20%17.8
Risk
94.2×15%14.1
Valuation
90.7×15%13.6
Moat
42.0×30%12.6
Total
75.5Excellent

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How is the EVR UQS Score Calculated?

The UQS (Unified Quality Score) for Evercore Inc. is calculated using a proprietary 5-pillar framework with 25 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.

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.