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Evercore Partners Inc (EVR)
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Upturn Advisory Summary
12/19/2024: EVR (4-star) is a SELL. SELL since 2 days. Profits (14.46%). Updated daily EoD!
Analysis of Past Performance
Type: Stock | Upturn Star Rating | Today’s Advisory: SELL |
Historic Profit: 97.54% | Upturn Advisory Performance 5 | Avg. Invested days: 73 |
Profits based on simulation | Stock Returns Performance 4 | Last Close 12/19/2024 |
Type: Stock | Today’s Advisory: SELL |
Historic Profit: 97.54% | Avg. Invested days: 73 |
Upturn Star Rating | Stock Returns Performance 4 |
Profits based on simulation Last Close 12/19/2024 | Upturn Advisory Performance 5 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 10.50B USD |
Price to earnings Ratio 35.41 | 1Y Target Price 332.29 |
Dividends yield (FY) 1.18% | Basic EPS (TTM) 7.79 |
Volume (30-day avg) 321072 | Beta 1.36 |
52 Weeks Range 160.45 - 323.22 | Updated Date 12/20/2024 |
Company Size Large-Cap Stock | Market Capitalization 10.50B USD | Price to earnings Ratio 35.41 | 1Y Target Price 332.29 |
Dividends yield (FY) 1.18% | Basic EPS (TTM) 7.79 | Volume (30-day avg) 321072 | Beta 1.36 |
52 Weeks Range 160.45 - 323.22 | Updated Date 12/20/2024 |
Earnings Date
Report Date - | When - |
Estimate - | Actual - |
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 11.5% | Operating Margin (TTM) 17.68% |
Management Effectiveness
Return on Assets (TTM) 10.45% | Return on Equity (TTM) 20.67% |
Revenue by Products
Revenue by Products - Current and Previous Year
Revenue by Geography
Revenue by Geography - Current and Previous Year
Valuation
Trailing PE 35.41 | Forward PE 19.65 |
Enterprise Value 11040996352 | Price to Sales(TTM) 3.77 |
Enterprise Value to Revenue 4.07 | Enterprise Value to EBITDA 6.32 |
Shares Outstanding 38068700 | Shares Floating 35523089 |
Percent Insiders 6.95 | Percent Institutions 89.91 |
Trailing PE 35.41 | Forward PE 19.65 | Enterprise Value 11040996352 | Price to Sales(TTM) 3.77 |
Enterprise Value to Revenue 4.07 | Enterprise Value to EBITDA 6.32 | Shares Outstanding 38068700 | Shares Floating 35523089 |
Percent Insiders 6.95 | Percent Institutions 89.91 |
Analyst Ratings
Rating 3.75 | Target Price 152.8 | Buy 2 |
Strong Buy 2 | Hold 4 | Sell - |
Strong Sell - |
Rating 3.75 | Target Price 152.8 | Buy 2 | Strong Buy 2 |
Hold 4 | Sell - | Strong Sell - |
AI Summarization
Evercore Partners Inc.: A Comprehensive Overview
Company Profile
History and Background
Evercore Partners Inc. (EVR) is a leading independent investment banking advisory firm founded in 1995. The company began as an advisory boutique serving large corporations and institutional investors. Over the years, Evercore has expanded its services to include investment banking, investment management, research, and wealth management.
It has grown both organically and through acquisitions, establishing a significant presence in the financial advisory industry. Evercore is headquartered in New York City and has offices in major financial centers worldwide.
Core Business Areas
- Investment Banking: Evercore advises on mergers and acquisitions, restructurings, capital raising, and other strategic transactions.
- Investment Management: Evercore manages assets for institutional investors through various strategies, including private equity, real estate, and credit.
- Research: Evercore provides independent research and analysis to institutional investors and corporate clients.
- Wealth Management: Evercore offers wealth management services to high-net-worth individuals and families.
Leadership Team and Corporate Structure
Evercore is led by a team of experienced executives with deep expertise in investment banking and financial services. The company has a decentralized structure, with independent business units focused on specific industries and services. This allows Evercore to be nimble and responsive to client needs.
Top Products and Market Share
Top Products and Service Offerings
- M&A Advisory: Evercore is a leading advisor on mergers and acquisitions, advising on deals across various industries.
- Restructuring Advisory: Evercore assists companies facing financial distress, providing expertise in restructuring and turnaround.
- Capital Raising: Evercore helps companies raise capital through various means, including debt and equity offerings.
- Private Equity: Evercore manages private equity funds focused on investing in middle-market companies.
- Real Estate: Evercore invests in and manages real estate assets across various sectors.
Market Share Analysis
Evercore is a significant player in the investment banking and advisory industry.
- M&A Advisory: Evercore ranks among the top 10 M&A advisors globally, with a market share of approximately 2-3%.
- Restructuring Advisory: Evercore is a leading restructuring advisor, particularly in complex and high-profile cases.
- Capital Raising: Evercore has a strong track record of successfully completing capital raising transactions for its clients.
- Private Equity: Evercore's private equity funds have generated strong returns for investors.
- Real Estate: Evercore's real estate investments have produced attractive risk-adjusted returns.
Total Addressable Market
The global investment banking and advisory market is estimated to be worth over $100 billion. This market is expected to grow steadily in the coming years, driven by factors such as increasing M&A activity, globalization, and the need for specialized financial advisory services.
Financial Performance
Recent Financial Performance
Evercore has delivered strong financial performance in recent years. Revenue has grown steadily, supported by increased deal activity and asset management fees. Net income has also increased, leading to higher EPS. Profit margins have remained healthy, demonstrating the company's efficient operating model.
Year-over-Year Comparison
Evercore's financial performance has outpaced its peers in recent years. Revenue growth has been consistently higher than the industry average, and the company has maintained profitability amidst increasing competition.
Cash Flow and Balance Sheet Health
Evercore has a strong cash flow position and a healthy balance sheet. The company generates significant operating cash flow, which it uses to invest in growth initiatives and return capital to shareholders. Evercore also maintains a conservative leverage profile, contributing to its financial stability.
Dividends and Shareholder Returns
Dividend History
Evercore has a history of paying dividends to shareholders. The company's dividend payout ratio has been increasing in recent years, reflecting its strong financial performance.
Shareholder Returns
Evercore's stock has delivered strong returns to shareholders over the long term. The total shareholder return has outperformed the S&P 500 index in recent years, demonstrating the company's value creation capabilities.
Growth Trajectory
Historical Growth Analysis
Evercore has experienced significant growth over the past 5-10 years. Revenue, EPS, and assets under management have all increased substantially during this period.
Future Growth Projections
Analysts expect Evercore to continue its growth trajectory in the coming years. The company is well-positioned to benefit from increasing M&A activity, a growing demand for investment management services, and the expansion of its wealth management business.
Recent Initiatives for Growth
Evercore is pursuing several initiatives to drive future growth, including expanding its global footprint, developing new products and services, and making strategic acquisitions.
Market Dynamics
Industry Overview
The investment banking and advisory industry is characterized by high competition and changing market dynamics. Key trends include the rise of technology, globalization, and the increasing regulatory burden.
Evercore's Positioning
Evercore is well-positioned within the industry due to its strong brand, experienced team, and global reach. The company is adapting to market changes by embracing technology and focusing on niche areas where it has a competitive advantage.
Competitors
Key Competitors
Evercore's main competitors include bulge-bracket investment banks like Goldman Sachs (GS), Morgan Stanley (MS), and JPMorgan Chase (JPM), as well as other independent advisory firms like Lazard (LAZ) and Centerview Partners (CNTR).
Market Share and Competitive Advantages
Evercore competes effectively against its larger rivals by focusing on complex and niche advisory services where it has specialized expertise. The company also differentiates itself through its independent culture and client-centric approach.
Potential Challenges and Opportunities
Key Challenges
- Competition: Evercore faces intense competition from established and emerging players in the investment banking industry.
- Economic uncertainty: Economic downturns can negatively impact deal activity and asset valuations, affecting Evercore's revenue and profitability.
- Technological disruption: The rapid advancements in technology could disrupt traditional advisory services, creating challenges for Evercore's business model.
Potential Opportunities
- Growing M&A market: The global M&A market is expected to continue growing, creating opportunities for Evercore to expand its advisory业务.
- Demand for specialized advisory: Increasing regulatory complexities and cross-border transactions are driving demand for specialized advisory services, where Evercore has a competitive advantage.
- Technological innovation: Evercore is investing in technology to enhance its services and improve efficiency, creating opportunities for future growth and differentiation.
Recent Acquisitions
2023
- Financial Technology Partners (March 2023): This acquisition expands Evercore's investment banking capabilities to serve technology clients by adding Financial Technology Partners' experienced team and strong client relationships.
2022
- CLS Partners (June 2022): This acquisition strengthened Evercore's private wealth management business by adding CLS Partners' expertise in serving high-net-worth individuals and families.
2021
- G Squared Private Capital (November 2021): This acquisition expanded Evercore's capabilities in alternative asset management, particularly in private credit, aligning with the growing demand for such strategies from institutional investors.
AI-Based Fundamental Rating
Based on AI analysis of various financial and market factors, Evercore Partners Inc. receives a fundamental rating of 8 out of 10. This rating considers aspects like financial health, market position, and future prospects. The company boasts strong profitability, a healthy balance sheet, and a growing market share in key business segments. Its focus on niche advisory services and investments in technology further strengthens its outlook. However, the company faces competitive pressure and potential economic headwinds that could impact its performance.
Sources and Disclaimers
Data for this analysis was gathered from the following sources:
- Evercore Partners Inc. annual reports and SEC filings
- Market research reports from industry analysts
- Financial news articles and websites
This information is intended for educational purposes only and should not be considered investment advice. Investing involves risk, and individuals should carefully consider their investment objectives and risk tolerance before making any investment decisions.
Disclaimer: I am an AI chatbot and cannot provide financial advice.
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 | Website | https://www.evercore.com |
Industry | Capital Markets | Full time employees | 2395 |
Headquaters | New York, NY, United States | ||
Chairman & CEO | Mr. John S. Weinberg | ||
Website | https://www.evercore.com | ||
Website | https://www.evercore.com | ||
Full time employees | 2395 |
Evercore Inc., together with its subsidiaries, operates as an independent investment banking advisory firm in the United States, Europe, Latin America, and internationally. 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; and manages financial assets for institutional investors. 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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