Evercore Inc. Class A Common Stock (EVR)

FairStock Score: 67/100 — STEADY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

Evercore is an independent advisory house, not a balance-sheet lender, so I judge it on returns, earnings consistency and price-to-book. At the 2026-10-13 close of $263.94, FairStock calculates a P/E of 14.87, P/B of 5.46, ROE of 39.50% and ROCE of 19.29%. Those are exceptional returns, and the Lynch category supplied is STALWART: 11.0% annual profit growth and 11.2% annual revenue growth over five years. Filed figures support steady scaling: in fiscal year 2023 revenue was $2.4B, net income $255.5M and diluted EPS $6.37; in fiscal year 2025 revenue was $3.9B, net income $591.9M and diluted EPS $14.05. But the latest filed quarter shows the cyclicality: in fiscal Q2 2026, the quarter ended 2026-06-30, revenue was $998.5M, net income $95.3M and diluted EPS $2.32, versus fiscal Q2 2025, the quarter ended 2025-06-30, net income $97.2M. Fiscal Q1 2026, the quarter ended 2026-03-31, was much stronger at $1.4B revenue, $301.2M net income and $7.20 EPS, so results swing with deal activity. The D/E ratio of 0.50 is manageable, and the 1.36% dividend yield is modest. The main valuation concern is P/B of 5.46: I am paying a lot for intangible advisory talent, and a 5/9 Piotroski score says the quality signals are mixed. FairStock's 67/100 score and P/E near 15 suggest a fair-to-attractive price if returns hold, but not a Graham-style bargain. Bank-specific measures such as CET1, NIM and combined ratio are not in the data.

In plain English: Evercore is an advisory firm that helps companies with mergers, acquisitions and other big strategic deals. The business looks strong: it has grown revenue and profit over recent years, earns high returns on shareholders' money, and carries only moderate debt. At the recent price, the stock looks fair rather than a bargain because it sells for a high amount relative to its net assets, though it is not expensive relative to its earnings.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q3 2025 10-Q (period ended 2025-09-30) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer