Evercore Partners Inc (EVR) fair value: what the stock is really worth
As of Nov 5, 2026: fair value (intrinsic value) of Evercore Partners Inc stock $407, price $290, upside +40.3%, quality 83 out of 100. Rating: undervalued. Calculated from audited financials with 13 of our 26 valuation models and 37 quality factors, updated daily.
Keep an eye on it?Free in your watchlist: 5 stocks without an account, 10 with oneYes, for free
69 individual criteria per stock, every one traceableSee the method →
Price vs Fair Value
White line = price, green steps = our fair value per fiscal year. As of Nov 6, 2026.
How to read this chart
60‑month range $75.48 – $381.16 · fair‑value band $150.07 – $593.31 · the $290.13 price screens below the $407.15 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). As of Nov 6, 2026.
Follow Evercore Partners in your weekly email
Every Wednesday you see whether Evercore Partners is on track or worth a review, plus price against fair value. Free, up to 3 stocks.
We send you a confirmation link. Unsubscribe with one click.
Evercore Inc., together with its subsidiaries, operates as an independent investment banking firm in the Americas, Europe, Middle East, Africa, and Asia-Pacific. The company operates through two segments, Investment Banking & Equities, and Investment Management.
Show moreShow less
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.
Stock analysis
Evercore Partners Inc (EVR) currently trades at $290.13, while our model-based Fair Value estimate is $407.15, implying the stock looks roughly 29% undervalued today.
Show more
Valuation
Bull case: the DCF Models group reads highest at a median of $407.15 per share, and 6 of the 13 models we run sit above the $290.13 price.
Bear case: the Dividend Discount group reads lowest at $51.17, and 7 of the 13 models stay below the price. Data coverage for this calculation is high.
Scenario range: $150.07 (bear) to $593.31 (bull), the price of $290.13 sits inside it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 83/100 (high quality), in the Financial Services sector.
Healthy Growth: Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Evercore Partners Inc reported revenue of $3.9B in FY2025 versus $3.3B in FY2021, a compound +4.1%/yr. Reported net income was $592M in FY2025, compounding −5.4%/yr from FY2021.
Key figures
Market cap $11.9B Large · P/E ratio 16.3 · P/S ratio 2.53 · EPS (TTM) $17.76 · Dividend yield 1.2% · Net margin 15.8% · Return on equity 39.5% · Return on assets (EBIT) 17.3%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 77 out of 100 (medium confidence).
What moves the price
The share trades about 24% below its 52-week high and 17% above its 52-week low, currently below its 200-day average.
For context, the median of 10 Financial Services peers we cover trades at −12% fair-value upside, at 40%, EVR screens cheaper than that median.
Fair Value models
Bear$150.07Fair Value $407.15Bull$593.31
Price $290.13 · Upside +40.3%
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above starts from their evidence-weighted blend, not from a single model. In cyclical trough or peak years, after dilution or a stock split it is adjusted afterwards, so it can sit above or below the models. Based on fiscal year 2025 figures (about 10 months old). Earnings retained since then ($12.15 per share) are deliberately not added.Bear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. If a model's bull case is above four times its base value, the table shows that limit with a > sign (like the overall Bull above): beyond it no assumption holds.Coverage ⓘCoverage = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
In the last 6 months, one officer or director sold shares worth $2.7M and none bought.
SaleTimothy Gilbert LaLondeChief Financial Officer7,808 shares at $343.06$2.7MJun 11, 2026
BuySarah K WilliamsonDirector2,000 shares at $290.43$580,860Mar 6, 2026
SaleJason KlurfeldGeneral Counsel5,000 shares at $360.00$1.8MFeb 6, 2026
SalePaul PensaContr, Prin. Acct.Officer1,450 shares at $350.31$507,950Feb 5, 2026
SalePamela G CarltonDirector192 shares at $343.11$65,877Dec 9, 2025
Plus 9 other filings such as grants, option exercises or tax withholding. They are not market purchases or sales.
Sales are often planned (taxes, diversification, 10b5-1 plans). Purchases with their own money are seen as the stronger sign. For information only: not part of the quality score or Fair Value.
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.94/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Revenue growth 1 year
+29.5%
Revenue growth 3 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+11.8%
Revenue growth 5 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+11.2%
Start year 2020 (pandemic). Over 10 years: +12.1% a year
Revenue growth 22 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+20.9%
’14
’15
’16
’17
’18
’19
’20
’21
’22
’23
’24
’25
What shareholders gained per year (last 5 years) ⓘWhat the business itself delivers per year: earnings growth per share plus the dividend yield. This is what you get IF the market keeps valuing the stock the same way: it contains no assumption about the market changing its mind. Computed per share, so buybacks count and a merger does not pass as growth. For a company that pays no dividend it is pure earnings growth per share. Period: earnings growth per share as CAGR over the last 5 reported fiscal years (annual statements), plus the current dividend yield. The start value is the median of the three years around the start, so a single crisis year (a pandemic or a write-down) does not distort the rate. Basis: adjusted.
+8.0%
Earnings growth per share plus dividend.
Earnings per share, growth per year+6.8%
Dividend (yield on the price)1.2%
Pace: 5 vs 10 years ⓘTwo data points, not a trend model: earnings growth per share over the last 5 fiscal years against the last 10. Labelled "steady" when both rates are within 3 percentage points of each other, otherwise picking up or flattening. Shown only when ten years of history exist.10.2% vs 20.4%, slowing
Profit margin 2020 to 2025 ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.24% → 21%
Pace: the 5-year rate starts in 2020 (pandemic)
Growth Forecast
Little optimism in the price
The price assumes less growth than the company has delivered so far and less than analysts expect.
What the price assumes ⓘThis turns our valuation around: instead of asking what the share is worth, it asks what growth the current price requires. It uses the cash the company keeps after all spending (free cash flow), the same discount rate as our models, five years of growth, then slowing evenly to 2 % a year by year ten. Compared with the analysts' sales forecasts extended to the same five years (at least three analysts, for context only, it does not enter the Fair Value): within 3 percentage points counts as "in line" (amber), below that little optimism (green), above that a lot of optimism (red).
−2.8%
The company could shrink this much every year for the next five years and today's price would still be justified.
What forecasts expect ⓘAnalysts publish sales forecasts for the next two fiscal years. For the years after that, growth slows evenly to 2 % a year by year ten (2 % is the long-run rate our models use). Projected years are marked as such.
+10.7%
Yearly sales growth analysts expect, extended to five years.
After inflation (USA: IMF forecast 2.4% a year to 2030, 3.1% from 2016 to 2025) that is about −5.1% a year for the price and +8.2% for the forecasts.
News mood ⓘNews mood, the average tone of recent news (98 articles), rated against how stocks are usually covered. 🚀 Hype = unusually upbeat · 🙂 Positive = above average · 😐 Neutral = typical · 🙁 Negative = below average · 😨 Very negative = unusually downbeat. It reflects the tone of coverage, not our valuation.Positive
Recent news coverage is more positive than average.
AI conclusion: Diversification into non-M&A businesses builds a broader platform with record backlogs and market share gains, yet the firm stays exposed to swings in overall deal activity and capital markets conditions.
Main risk: Generative AI tools might handle research, modeling and pitchbook creation, reducing demand for Evercore's advisory services and pressuring fees or margins.
Bull case: By integrating AI tools such as its design partnership on ChatGPT for financial services Evercore could boost productivity and focus on higher-value strategic advice.
Bear case: If AI automates core advisory functions, clients might manage more transactions internally or via lower-cost alternatives, shrinking Evercore's revenue opportunities.
Evercore has expanded beyond traditional M&A so that non-M&A businesses now contribute more than 40 percent of recent revenues. This broader platform supports record backlogs and market-share gains even as the firm remains exposed to the pace of overall deal activity and capital-markets conditions. Our models see the shares as undervalued. Will the added diversification deliver steadier results across cycles or simply magnify upside when transaction volumes rise?
Price, fair value, quality and upside side by side.
Free, no sign-up
Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.Capital Markets · 384 stocks
Beats the industry median on 7/15 measures
A mixed picture versus its industry peers.
Valuation
Quality Score83 · Top 25%
Fair Value upside+40.3% · Above median
Profitability
Return on equity (12 months)39.5% · Top 25%
Return on assets11.1% · Top 25%
Net margin (12 months)15.8% · Below median
Operating margin (12 months)17.8% · Below median
Growth and dividend
Revenue growth (quarter YoY)18.8% · Above median
Dividend yield (12 months)1.2% · Below median
Balance sheet
Debt / equity0.27× · Above median
Valuation Multiplesvs Capital Markets median · lower = cheaper
For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.
Is Evercore Partners Inc (EVR) overvalued or undervalued?
As of Nov 6, 2026, our model estimates a fair value of $407.15 versus a price of $290.13, about +40% upside (undervalued).
What is the fair value of EVR?
Our model-based fair value for Evercore Partners Inc is $407.15 (as of Nov 6, 2026), built from audited fundamentals. The current price: $290.13.
What is the quality score of EVR?
Evercore Partners Inc has a Quality Score of 83/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for Evercore Partners Inc (EVR)?
Our model-based price target is the fair value of $407.15 (as of Nov 6, 2026) from 13 valuation models. Cautious scenario $150.07, optimistic scenario $593.31. It is a calculation from audited fundamentals, not an analyst target.
What is the Evercore Partners Inc stock forecast for 2026?
Our models put fair value at $407.15, about +40% upside versus a price of $290.13 (undervalued). Cautious scenario $150.07, optimistic scenario $593.31. The calculation is refreshed regularly with new filings.
What is the revenue of Evercore Partners Inc (EVR)?
Evercore Partners Inc reported trailing-twelve-month revenue of about $4.7B (latest available figure, as of Nov 6, 2026).
Does Evercore Partners Inc pay a dividend?
Evercore Partners Inc currently shows a dividend yield of 1.19% relative to its recent price (as of Nov 6, 2026).
What growth is priced into Evercore Partners Inc (EVR)?
For today's price to be fair in a discounted-cash-flow model, Evercore Partners Inc would have to grow free cash flow by -2.8 % per year for five years (discount rate 10.4 %, then slowing evenly to 2 % perpetual growth by year ten). Over the last 5 years revenue grew +11.2 % per year. As of Nov 6, 2026.
What discount rate (WACC) does the fair value of EVR use?
Our models discount Evercore Partners Inc at 10.4 %: a base by market capitalisation (large), damped by beta 1.51, country premium for USA. The same rate applies in all 26 models.
What is a reverse DCF?
A reverse DCF turns the usual calculation around. Instead of deriving a value from assumptions, it takes today's price as given and asks: what free-cash-flow growth would a company have to deliver for exactly this price to be fair? The result is not a forecast but the expectation already priced in. For Evercore Partners Inc that is -2.8 % per year a year over ten years, using the same discount rate (10.4 %) and the same formula as our fair value.
How much growth has Evercore Partners Inc (EVR) delivered so far?
Over the past 5 years revenue at Evercore Partners Inc grew +11.2 % a year. The price currently implies -2.8 % per year free-cash-flow growth a year. Comparing the two shows how much confidence is in the price: if it demands more than has been delivered, the business has to accelerate for the maths to work.
How fast is the sector of Evercore Partners Inc (EVR) growing?
The median revenue growth in the sector is +9.4 % a year. That is the yardstick for the growth priced into Evercore Partners Inc (-2.8 % per year a year): it shows whether the expectation is within the usual range or beyond it.
What is the free cash flow yield of Evercore Partners Inc (EVR)?
The free-cash-flow yield on the price is 9.91 %: that much free cash flow Evercore Partners Inc produces per unit of market value. When it exceeds the discount rate of our models (10.4 %), the business already earns more than its cost of capital demands, and the price needs little additional growth.
What is the intrinsic value of Evercore Partners Inc (EVR)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For Evercore Partners Inc it is $407.15 per share (as of Nov 6, 2026), against a price of $290.13. It is the blended result of 13 valuation models (cash flow, earnings, asset, dividend).
Is Evercore Partners Inc stock overvalued or undervalued in 2026?
As of Nov 6, 2026, EVR trades below its calculated fair value: price $290.13, fair value $407.15, a gap of about +40% (undervalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of EVR?
No. The price is what the market pays today ($290.13); the fair value is what the company's own numbers justify ($407.15). For Evercore Partners Inc the two are $117.02 per share apart. That gap is exactly why we show both numbers side by side.
How much is Evercore Partners Inc worth?
The market values Evercore Partners Inc at about $11.9B (market capitalisation, as of Nov 6, 2026). Per share that is $290.13; our models calculate a fair value of $407.15 per share.
What do the bullish and bearish scenarios say about EVR?
Our models span a range for Evercore Partners Inc: cautious scenario $150.07, base $407.15, optimistic $593.31 per share (as of Nov 6, 2026, price $290.13). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the P/E ratio of EVR?
Evercore Partners Inc trades at a price-to-earnings ratio of 16.3 (as of Nov 6, 2026). A P/E on its own says little: it compares the price with ONE year of profit, while our fair value of $407.15 is built from several models across several years. Excluding one-off items of fiscal year 2025 it is 19.9 (reported for FY2025: 21.8). Median P/E at fiscal year-end, 10 fiscal years (2016 to 2025), earnings ex one-offs: 15.0. Other multiples: PEG 1.2, P/B 5.9, P/S 2.5, EV/EBITDA 13.7.
What is the PEG ratio of EVR?
The PEG ratio of Evercore Partners Inc is 1.17 (P/E divided by earnings growth, as of Nov 6, 2026). That is above 1, so the growth is already paid for in the price.
How solid is the balance sheet of Evercore Partners Inc (EVR)?
Balance-sheet figures for Evercore Partners Inc (as of Nov 6, 2026): return on equity 39.5%, debt of 0.27 per unit of equity. They feed the Quality Score of 83/100, which measures business quality independently of the share price.
How far is EVR from its 52-week high?
Evercore Partners Inc trades at $290.13, about 24% below its 52-week high of $381.16 and 17% above the low of $247.96 (as of Nov 5, 2026). Distance from the high says nothing about value: that is what the fair value of $407.15 is for.
Which stocks are comparable to Evercore Partners Inc?
From the same area (Financial Services) we also value Morgan Stanley, The Goldman Sachs Group, The Charles Schwab Corporation, Interactive Brokers Group, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is Evercore Partners Inc stock attractive at the current price?
The data as of Nov 6, 2026: price $290.13, calculated fair value $407.15 (+40%), Quality Score 83/100, from 13 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of EVR calculated?
We run Evercore Partners Inc through 13 models from four families: discounted cash flow, earnings models, asset and balance-sheet models, and dividend models. Every model gets the same audited fundamentals; the result is the weighted average of $407.15, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 15.5% above its aggregate fair value. Evercore Partners Inc currently trades 29% below its own fair value, and the market average says nothing about that. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of Evercore Partners Inc (EVR)?
The closing price on Nov 5, 2026 was $290.13. Our model-based fair value is $407.15, about +40% upside (undervalued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with Evercore Partners Inc right now?
The rarer combination: high quality (83/100) AND below fair value. That earns a closer look rather than a quick verdict. The model range is unusually wide ($150.07 to $593.31). The outcome hinges heavily on assumptions, so read the point estimate with caution. For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
Where does the earnings growth of Evercore Partners Inc (EVR) come from?
Earnings per share at Evercore Partners Inc grew +20.4 % a year from 2014 to 2025. Broken into its drivers: revenue per share +11.4 %, EBIT margin +1.5 %, tax rate +5.7 %, residual (interest, one-offs) +0.8 %. The four rates multiply to the earnings growth rate, they do not add up. Start and end are three-year averages so a single exceptional year does not distort the result.
Key figures of Evercore Partners Inc
How large is the market capitalisation of Evercore Partners Inc (EVR)?
The market capitalisation of Evercore Partners Inc is $11.9B. The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of Evercore Partners Inc (EVR)?
The price-to-sales ratio of Evercore Partners Inc is 2.53 (last twelve months). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of Evercore Partners Inc (EVR)?
Earnings per share at Evercore Partners Inc are $17.76 (price ÷ EPS = P/E 16.3). Earnings per share over the last twelve months: total profit spread across every single share.
What is the dividend yield of Evercore Partners Inc (EVR)?
The dividend yield of Evercore Partners Inc is 1.2% (payout 17.8%, on adjusted earnings, reported 19.5%). Yearly dividend relative to the share price. 3% pays 3 per 100 invested. Below: how much of profit is used for it.
What is the net margin of Evercore Partners Inc (EVR)?
The net margin of Evercore Partners Inc is 15.8% (last twelve months). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of Evercore Partners Inc (EVR)?
The return on equity (ROE) of Evercore Partners Inc is 39.5% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of Evercore Partners Inc (EVR)?
On an EBIT basis the return on assets of Evercore Partners Inc is 17.3% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of Evercore Partners Inc (EVR)?
The operating margin of Evercore Partners Inc is 17.8% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at Evercore Partners Inc (EVR)?
Revenue at Evercore Partners Inc is growing +18.8% versus a year earlier (3y avg +11.8%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How fast are earnings growing at Evercore Partners Inc (EVR)?
Earnings per share at Evercore Partners Inc are growing −1.7% versus a year earlier. How much earnings per share grew versus a year earlier.
How much net cash does Evercore Partners Inc (EVR) hold?
Evercore Partners Inc holds more cash than debt, $311M net (fiscal year 2025). The company holds more cash than debt, a safety cushion.
Free · no account needed
Watch Evercore Partners Inc in the live analysis
One click puts Evercore Partners Inc on your watchlist: fair value and trend at a glance, plus comparison, the diversification check and the 27,000+ stock screener.
Broad data
Nov 6, 2026