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Upturn AI SWOT - About
Evercore Partners Inc (EVR)
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Upturn Advisory Summary
04/01/2025: EVR (4-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
AI Based Fundamental Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type Stock | Historic Profit 97.53% | Avg. Invested days 73 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.84B USD | Price to earnings Ratio 22.05 | 1Y Target Price 292.43 |
Price to earnings Ratio 22.05 | 1Y Target Price 292.43 | ||
Volume (30-day avg) 768554 | Beta 1.42 | 52 Weeks Range 172.94 - 322.14 | Updated Date 04/1/2025 |
52 Weeks Range 172.94 - 322.14 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 1.60% | Basic EPS (TTM) 9.09 |
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 12.69% | Operating Margin (TTM) 21.79% |
Management Effectiveness
Return on Assets (TTM) 10.61% | Return on Equity (TTM) 22.43% |
Valuation
Trailing PE 22.05 | Forward PE 15.02 | Enterprise Value 8125598208 | Price to Sales(TTM) 2.63 |
Enterprise Value 8125598208 | Price to Sales(TTM) 2.63 | ||
Enterprise Value to Revenue 2.93 | Enterprise Value to EBITDA 6.32 | Shares Outstanding 39121700 | Shares Floating 36647634 |
Shares Outstanding 39121700 | Shares Floating 36647634 | ||
Percent Insiders 6.68 | Percent Institutions 88.83 |
Analyst Ratings
Rating 3.88 | Target Price 329.14 | Buy 3 | Strong Buy 2 |
Buy 3 | Strong Buy 2 | ||
Hold 3 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Evercore Partners Inc
Company Overview
History and Background
Evercore Partners Inc., founded in 1995, is a leading independent investment banking advisory firm. It grew through strategic acquisitions and organic expansion, providing advisory and wealth management services to corporations, institutions, and individuals.
Core Business Areas
- Investment Banking: Provides strategic and financial advisory services on M&A, restructurings, capital markets, and private capital advisory.
- Wealth Management: Offers wealth management, trust, and custody services to high-net-worth individuals and families.
Leadership and Structure
The company is led by a team of experienced investment bankers and wealth management professionals. Roger Altman serves as Senior Chairman, and John Weinberg serves as Executive Chairman. The organizational structure includes advisory and wealth management divisions, supported by corporate functions.
Top Products and Market Share
Key Offerings
- Mergers & Acquisitions (M&A) Advisory: Offers advisory services on M&A transactions. Competitors include Goldman Sachs, Morgan Stanley, and Lazard. Market share data is fragmented but Evercore is a major player. Revenue is highly deal dependent.
- Restructuring Advisory: Provides advice to companies facing financial distress. Competitors include Houlihan Lokey and Rothschild & Co. Revenue fluctuates based on economic conditions.
- Private Capital Advisory: Advises on raising capital for private equity funds. Competitors include PJT Partners and Campbell Lutyens.
Market Dynamics
Industry Overview
The investment banking industry is highly competitive and influenced by global economic conditions, interest rates, and regulatory changes. The wealth management industry is growing due to increasing wealth and demand for financial planning services.
Positioning
Evercore is positioned as an independent advisor, free from the conflicts of interest that may arise at larger financial institutions. Its expertise in M&A and restructuring advisory provides a competitive edge.
Total Addressable Market (TAM)
The global investment banking market is estimated at hundreds of billions of dollars. Evercore targets a segment of this market focusing on high-value advisory services. The wealth management TAM is several trillion dollars, with Evercore targeting high-net-worth clients.
Upturn SWOT Analysis
Strengths
- Independent advisory model
- Strong expertise in M&A and restructuring
- Experienced leadership team
- High-quality client base
- Strong brand reputation
Weaknesses
- Reliance on deal flow
- Sensitivity to economic cycles
- Smaller scale compared to bulge-bracket firms
- Dependence on key personnel
Opportunities
- Expanding into new geographies
- Growing wealth management business
- Increasing demand for independent advice
- Strategic acquisitions
- Increased restructuring activity during economic downturns
Threats
- Intense competition
- Economic downturns
- Regulatory changes
- Loss of key personnel
- Disruptive technologies
Competitors and Market Share
Key Competitors
- GS
- MS
- LAZ
- PJT
- HLI
Competitive Landscape
Evercore competes with both large bulge-bracket firms and smaller independent advisors. Its independence and expertise in certain sectors provide a competitive advantage. It needs to maintain strong relationships and adapt to evolving market demands.
Major Acquisitions
ISI Group
- Year: 2014
- Acquisition Price (USD millions): 465
- Strategic Rationale: Enhanced its equity research capabilities and expanded its services to institutional investors.
Growth Trajectory and Initiatives
Historical Growth: Evercore has grown organically and through acquisitions, expanding its advisory and wealth management businesses.
Future Projections: Analyst estimates for Evercore's future growth vary depending on economic conditions and deal activity. These projections are available from financial data providers.
Recent Initiatives: Recent initiatives may include expanding into new markets, launching new services, or making strategic acquisitions.
Summary
Evercore is a solid, independent advisory firm with strengths in M&A and restructuring. Its independence is a key differentiator. Economic cycles and intense competition remain challenges. Strategic growth and expansion into wealth management are working well.
Similar Companies
- GS
- MS
- LAZ
- PJT
- HLI
Sources and Disclaimers
Data Sources:
- Company Filings (SEC), Financial News Articles, Analyst Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is estimated and may not be precise.
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 2380 | Website https://www.evercore.com |
Full time employees 2380 | 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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