Back to top
more

Evercore (EVR)

(Delayed Data from NYSE)

$204.42 USD

204.42
212,369

+4.33 (2.16%)

Updated May 24, 2024 04:00 PM ET

After-Market: $203.80 -0.62 (-0.30%) 7:58 PM ET

Zacks Rank:

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks Rank Definition Annualized Return
1Strong Buy24.08%
2Buy17.91%
3Hold9.44%
4Sell5.10%
5Strong Sell2.55%
S&P50011.04%

Zacks Rank Education - Learn about the Zacks Rank

Zacks Rank Home - Zacks Rank resources in one place

Zacks Premium - The only way to fully access the Zacks Rank

4-Sell of 5       4  

Style Scores:

The Style Scores are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The scores are based on the trading styles of Value, Growth, and Momentum. There's also a VGM Score ('V' for Value, 'G' for Growth and 'M' for Momentum), which combines the weighted average of the individual style scores into one score.

Value Score A
Growth Score A
Momentum Score A
VGM Score A

Within each Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A, is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

Zacks Style Scores Education - Learn more about the Zacks Style Scores

D Value F Growth D Momentum F VGM

Industry Rank:

The Zacks Industry Rank assigns a rating to each of the 265 X (Expanded) Industries based on their average Zacks Rank.

An industry with a larger percentage of Zacks Rank #1's and #2's will have a better average Zacks Rank than one with a larger percentage of Zacks Rank #4's and #5's.

The industry with the best average Zacks Rank would be considered the top industry (1 out of 265), which would place it in the top 1% of Zacks Ranked Industries. The industry with the worst average Zacks Rank (265 out of 265) would place in the bottom 1%.

Zacks Rank Education -- Learn more about the Zacks Rank
Zacks Industry Rank Education -- Learn more about the Zacks Industry Rank

Top 4% (11 out of 250)

Industry: Financial - Investment Bank

Zacks Premium FeatureView All Zacks #1 Ranked Stocks

Better trading starts here.

Balance Sheet

Research for EVR

The Zacks Equity Research reports, or ZER for short, are our in-house, independently produced research reports.

The ever popular one-page Snapshot reports are generated for virtually every single Zacks Ranked stock. It's packed with all of the company's key stats and salient decision making information. Including the Zacks Rank, Zacks Industry Rank, Style Scores, the Price, Consensus & Surprise chart, graphical estimate analysis and how a stocks stacks up to its peers.

The detailed multi-page Analyst report does an even deeper dive on the company's vital statistics. In addition to all of the proprietary analysis in the Snapshot, the report also visually displays the four components of the Zacks Rank (Agreement, Magnitude, Upside and Surprise); provides a comprehensive overview of the company business drivers, complete with earnings and sales charts; a recap of their last earnings report; and a bulleted list of reasons to buy or sell the stock. It also includes an industry comparison table to see how your stock compares to its expanded industry, and the S&P 500.

Researching stocks has never been so easy or insightful as with the ZER Analyst and Snapshot reports.

Learn more about Zacks Equity Research reports

See more Zacks Equity Research reports

   

Fiscal Year End for Evercore Inc falls in the month of December.

All items in Millions except Per Share data.

12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Assets          
Cash & Equivalents 597 663 578 830 660
Receivables 397 407 377 392 319
Notes Receivable 0 0 0 0 0
Inventories 1,437 1,433 1,785 1,061 624
Other Current Assets 174 204 59 92 88
Total Current Assets 2,605 2,707 2,798 2,375 1,690
Net Property & Equipment 138 143 149 149 127
Investments & Advances 43 43 75 87 89
Other Non-Current Assets 0 0 0 0 0
Deferred Charges 266 257 248 258 269
Intangibles 125 123 129 130 133
Deposits & Other Assets 147 110 141 103 90
Total Assets 3,703 3,621 3,803 3,371 2,599
Liabilities & Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Notes Payable 0 0 0 38 0
Accounts Payable 72 70 91 62 71
Current Portion Long-Term Debt 0 0 0 0 0
Current Portion Capital Leases 0 0 0 0 0
Accrued Expenses 763 918 1,110 778 519
Income Taxes Payable 5 10 21 15 3
Other Current Liabilities 33 34 29 128 42
Total Current Liabilities 910 1,071 1,297 1,064 669
Mortgages 0 0 0 0 0
Deferred Taxes/Income 0 0 0 0 0
Convertible Debt 0 0 0 0 0
Long-Term Debt 374 372 376 339 375
Non-Current Capital Leases 0 0 0 0 0
Other Non-Current Liabilities 203 174 197 179 211
Minority Interest (Liabilities) 0 0 0 0 0
Total Liabilities 1,921 1,895 2,167 1,882 1,472
Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Preferred Stock 0 0 0 0 0
Common Stock (Par) 1 1 1 1 1
Capital Surplus 3,163 2,862 2,459 2,266 2,017
Retained Earnings 1,893 1,768 1,418 799 558
Other Equity 179 162 303 249 229
Treasury Stock 3,453 3,066 2,545 1,825 1,678
Total Shareholder's Equity 1,782 1,726 1,635 1,489 1,126
Total Liabilities & Shareholder's Equity 3,703 3,621 3,803 3,371 2,599
Total Common Equity 1,782 1,726 1,635 1,489 1,126
Shares Outstanding 37.77 38.35 37.90 40.70 39.10
Book Value Per Share 47.19 45.02 43.15 36.59 28.80

Fiscal Year End for Evercore Inc falls in the month of December.

All items in Millions except Per Share data.

3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Assets          
Cash & Equivalents 570 597 493 521 579
Receivables 362 397 359 342 320
Notes Receivable 0 0 0 0 0
Inventories 865 1,437 1,138 962 803
Other Current Assets 126 174 141 154 113
Total Current Assets 1,923 2,605 2,131 1,979 1,815
Net Property & Equipment 133 138 143 143 142
Investments & Advances 43 43 43 42 44
Other Non-Current Assets 0 0 0 0 0
Deferred Charges 272 266 265 265 260
Intangibles 125 125 124 125 124
Deposits & Other Assets 142 147 134 122 119
Total Assets 3,006 3,703 3,226 3,051 2,750
Liabilities & Shareholders Equity 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Notes Payable 0 0 0 0 0
Accounts Payable 93 72 61 85 82
Current Portion Long-Term Debt 0 0 0 0 0
Current Portion Capital Leases 0 0 0 0 0
Accrued Expenses 228 763 422 298 196
Income Taxes Payable 3 5 3 6 4
Other Current Liabilities 31 33 42 41 27
Total Current Liabilities 393 910 563 462 343
Mortgages 0 0 0 0 0
Deferred Taxes/Income 0 0 0 0 0
Convertible Debt 0 0 0 0 0
Long-Term Debt 374 374 372 374 372
Non-Current Capital Leases 0 0 0 0 0
Other Non-Current Liabilities 163 197 190 176
Minority Interest (Liabilities) 0 0 0 0 0
Total Liabilities 1,358 1,921 1,571 1,447 1,181
Shareholders Equity 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Preferred Stock 0 0 0 0 0
Common Stock (Par) 1 1 1 1 1
Capital Surplus 3,245 3,163 3,088 3,012 2,932
Retained Earnings 1,945 1,893 1,843 1,823 1,820
Other Equity 174 179 174 179 168
Treasury Stock 3,717 3,453 3,451 3,410 3,350
Total Shareholder's Equity 1,648 1,782 1,654 1,605 1,569
Total Liabilities & Shareholder's Equity 3,006 3,703 3,226 3,051 2,750
Total Common Equity 1,648 1,782 1,654 1,605 1,569
Shares Outstanding 38.52 37.77 37.60 37.80 38.30
Book Value Per Share 42.79 47.19 44.00 42.45 40.97