Reading EVR? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track EVR free→Reading EVR? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track EVR free→NYSEFinancialsCapital MarketsSnapshot 2026-06-12
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
Recent financial performance is strong, and earnings quality is robust, cash backs up reported profits. However, risk is elevated, and the sector backdrop is a headwind, which may impact future performance. Peer multiples imply a price about 3% below where it trades (it looks expensive on this basis); the read is fair, quality intact, as it is priced roughly in line with peers, with steady recent financials and earnings quality. Key factors to watch include guidance changes and the performance of sector bellwethers. This read is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 7 valuation methods, at three horizons. Current price $357.38. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $357 EVR trades at 19× p/e, in line with its 18× p/e peer median. Our $347 fair value reflects that, high confidence. Analysts: $330–$384. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
The market is pricing in roughly 3% near-term growth, below our forecast of about 31%. This describes what's priced in, not a forecast of the move.
Only a turbulent sector regime (Heating) — not the full expensive x weak x turbulent stack.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Financials names rated strong grew net income 67% of the time over the next year (vs 54% for the rest of the cohort, n=3733).
Over the trailing year it converted 2.12x of net income into operating cash flow. Historically, Financials names rated robust grew net income 62% of the time over the next year (vs 54% for the rest of the cohort, n=3541).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, Fed net liquidity, long-term interest rates.
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
EPS estimate $3.07 → $2.54 (-17.5% / 30d). 1 raised, 8 cut, 10 covering analysts.
0 upgrades, 0 downgrades / 30d. 55% of analysts rate Buy.
Divergence: fundamentals are strong but estimates are being cut. Worth reading the recent material events.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
On a typical day, $10k can swing ±$150.
How much price usually moves either way.
On a bad day, this stock has moved -$390.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $3,007.
Deepest peak-to-trough drop in the last year.
Past results, not a forecast. Not investment advice.
The most important moves since the prior daily snapshot.
No material changes since the prior snapshot.
as of 2026-06-12
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: A drop below 100% growth would signal a slowdown in Evercore's strong momentum.
Confirms:Q2 2026 revenue growth reported below 100% year over year.
Disproves:Q2 2026 revenue growth remains at or above 100% year over year.
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for EVR yet.
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
Results of Operations and Financial Condition On April 29, 2026, Evercore Inc. issued a press release announcing financial results for its first quarter ended March 31, 2026. A copy of the press release is attached hereto as Exhibit 99.1. All information in the press release is furnished but not filed.
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Long-thesis check; widest uncertainty.
$330.00 – $384.00 (median $375.00) · 4 analysts · as of 2026-04-30
Roughly priced in line with peers.
Around its own typical valuation.
Trailing four: 2025-Q1, 2025-Q2, 2025-Q3, 2026-Q1
A side-by-side read on sector standing, valuation, and risk versus Investment Banking & Brokerage.
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
EVR Evercore | Above typical Show detailsSector percentile: 81 of 100 | full | elevated |
MS Morgan Stanley | Typical Show detailsSector percentile: 57 of 100 | full | moderate |
GS Goldman Sachs | Typical Show detailsSector percentile: 36 of 100 | full | moderate |
SCHW Charles Schwab Corporation | Above typical Show detailsSector percentile: 86 of 100 | fair | moderate |
IBKR Interactive Brokers | Typical Show detailsSector percentile: 57 of 100 | full | moderate |
Not enough signal yet.
Not investment advice. As of 2026-06-12.
via XLF
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-12.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Focus on driving revenue growth through strategic initiatives and client coverage.
Improve operating income through cost management and strategic initiatives.
Commitment to maintaining consistent dividend payouts to shareholders.
Why it matters: Changes in dividend payouts may show how management sees future cash flow. It also shows stability.
Confirms one read:Dividend payout increases from $0.89 per share in Q2 2026.
Confirms the other:Dividend payout decreases from $0.89 per share in Q2 2026.
Why it matters: Going above this level shows good efficiency and cost control. This might boost how investors feel about Evercore.
Confirms:Operating income growth reported above 100% year over year in Q2.
Disproves:Operating income growth reported below 100% year over year in Q2.
Why it matters: If the compensation ratio goes up, it may mean costs are rising. This can hurt profits.
Confirms:The compensation ratio rises above 65.0% in Q2 2026.
Disproves:Compensation ratio stays at or below 65.0% in Q2 2026.