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EVR Stock Risk & Deep Value Analysis

Evercore Inc

Financial Services โ€ข Capital Markets

DVR Score

1.2

out of 10

Distressed

The Bottom Line on EVR

We analyzed Evercore Inc using our deep value framework. Sign in to see our full verdict and DVR Score.

We ran EVR through our deep value framework โ€” analyzing financial health, distress signals, competitive moat, and risk factors. Here's what we found.

Updated Mar 20, 2026โ€ขRun Fresh Analysis โ†’

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Weekly adjusted close ยท Quarterly revenue & EPS ยท DVR score history

EVR Stock Risk Analysis

Overall Risk

Moderate

Financial Risk

Low

Market Risk

Medium

About Evercore Inc (EVR)

Sector

Financial Services

Industry

Capital Markets

Market Cap Category

large

Market Cap

$12.70B

EVR Deep Value Analysis

Evercore remains a premier independent investment bank with a robust business model centered on M&A advisory and investment management. While highly profitable, well-managed, and possessing a strong brand, its operations are inherently cyclical and human-capital intensive. The core business does not exhibit the exponential scalability, disruptive innovation, or early-stage/turnaround characteristics required for 10x growth within 3-5 years. Growth drivers are tied to M&A cycles and incremental market share gains, not transformative market expansion or technology disruption. Despite being a high-quality firm, it is a 'dud' for multi-bagger potential as defined by the criteria, hence the low score which is consistent with prior analysis.

Compare EVR to Similar Stocks

See how Evercore Inc stacks up against related companies in our head-to-head analysis.

EVR Red Flags & Warning Signs

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    Significant slowdown in global M&A activity and capital markets

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    Departure of key rainmaker bankers or leadership team members

  • โš 

    Unexpected regulatory changes impacting investment banking fees or practices

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EVR Financial Health Metrics

Market Cap

$12.70B

P/E Ratio

29.75

EVR Competitive Moat Analysis

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Moat Rating

Narrow

Moat Trend

Stable

Moat Sources

4 Identified

Brand PowerIntangible Assets/IPSwitching CostsEfficient Scale

Evercore's moat is built on its reputation, the quality of its human capital (senior bankers), and its long-standing client relationships. These factors create significant switching costs for clients seeking high-value M&A advice and contribute to a durable competitive advantage, though it is vulnerable to talent departures.

EVR Competitive Moat Analysis

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EVR Catalysts & Growth Drivers

Near-Term (0-6 months)

  • โ€ขQ1 2026 Earnings Report (Estimated Late April 2026)
  • โ€ขIncreased global M&A transaction volumes and public announcements of large deals

Medium-Term (6-18 months)

  • โ€ขSustained recovery in capital markets activity and M&A pipelines globally
  • โ€ขSuccessful integration of new senior bankers and expansion of client coverage

Long-Term (18+ months)

  • โ€ขContinued shift towards independent advisory firms over bulge bracket banks for complex transactions
  • โ€ขStrategic expansion into new high-growth advisory segments (e.g., AI/tech M&A, sustainability advisory)

Catalysts & Growth Drivers

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EVR Bull Case: What Could Go Right

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    Quarterly advisory fee revenue growth and pipeline commentary

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    Trends in compensation ratio and talent acquisition/retention

  • โœ“

    Overall sentiment and activity levels in global M&A markets

Bull Case Analysis

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FAQ

What is the DVR Score for Evercore Inc (EVR)?

As of March 20, 2026, Evercore Inc has a DVR Score of 1.2 out of 10, placing it in the "Distressed" category. This score is generated by our AI-powered deep value analysis framework that evaluates growth potential, financial health, competitive moat, and risk factors.

What is the market capitalization of Evercore Inc?

Evercore Inc's market capitalization is approximately $12.7B. The company operates in the Financial Services sector within the Capital Markets industry.

What ticker symbol does Evercore Inc use?

EVR is the ticker symbol for Evercore Inc. The company trades on the NYQ.

What is the risk level for EVR stock?

Our analysis rates Evercore Inc's overall risk as Moderate. This assessment considers execution risk, market risk, financial risk, competitive risk, and regulatory risk. For a full breakdown, see the risk analysis section above.

What is the P/E ratio of EVR?

Evercore Inc currently has a price-to-earnings (P/E) ratio of 29.8. This is in line with broader market averages.

Does Evercore Inc pay a dividend?

Yes, Evercore Inc pays a dividend with a current yield of approximately 101.00%.

How often is the EVR DVR analysis updated?

Our AI-powered analysis of Evercore Inc is refreshed regularly to incorporate the latest financial data, market conditions, and news. The most recent update was on March 20, 2026.

Important Disclaimer โ€“ Not Financial Advice

Deep Value Reports is an independent research platform for educational and informational purposes only. We are not financial advisors, investment advisors, or licensed professionals. The analysis, scores, and information provided should not be construed as personalized investment advice, a recommendation to buy or sell any security, or an offer to provide investment advisory services.

All investments involve risk, including the potential loss of principal. Past performance does not guarantee future results. Always conduct your own research and consult with a qualified financial advisor.