# Evercore Inc. (EVR) — Stock CV

Evercore Inc. is a $10.5B financial services company. Revenue grew 45.7% over the last year, and it keeps 16¢ of every dollar of sales as profit. It trades at 14.0× earnings — around the middle of its own history.

> Evercore is a leading independent investment banking advisory firm that generates most of its revenue through merger and acquisition and restructuring advisory services, with much smaller capital raising, equities trading, and investment management businesses.

## Identity

- **Ticker**: EVR
- **Sector**: Financial Services
- **Industry**: Investment Advice
- **Headquarters**: NEW YORK, NY
- **Employees**: 2 570
- **Website**: https://www.evercore.com
- **Market cap**: $10.5B
- **Last price**: $271.86
- **Financial profile**: Mixed

## Vitals (TTM)

- **Revenue**: $4.74B
- **Net income**: $745M
- **Free cash flow**: $1.63B
- **P/E**: 14.0
- **Revenue growth (YoY)**: 45.7%

## Skills (profile scores, 0–100)

| Pillar | Score |
|---|---|
| Valuation | 90 |
| Growth | 46 |
| Profitability | 65 |
| Health | 50 |
| Quality | 85 |
| Moat | 43 |

## Qualifications (beginner checklist) — 10 of 11 passed

- [x] Revenue growing — +45.7% YoY
- [x] Profitable — $745M TTM
- [x] Profit growing — +6.6% YoY
- [x] Generates cash — $1.63B TTM
- [x] Debt under control — current ratio 2.47
- [x] Established company — $10.5B market cap
- [x] Not printing shares — -1.2% shares over ~5y
- [x] Proven track record — 10/10 profitable years
- [ ] Financially stable — health score 50/100
- [x] Pays a dividend — yield 1.44%
- [x] Valuation not extreme — P/E 14.0

## Experience (career milestones)

- **FY2021** — Best year on record: $740M net income
- **FY2016** — Profitable every year on record: 10 consecutive profitable years in our data
- **FY2016** — Revenue already above $1B: $1.46B in first reported year
- **FY2016** — Positive free cash flow every year since: 10-year streak
- **1995** — Evercore Inc., formerly known as Evercore Partners, is a global independent investment banking advisory firm founded…

## Strengths

- High gross margin (99.0%)
- Revenue growing 45.7% year over year
- Strong cash conversion — FCF is 34.3% of revenue
- Interest covered 61.5× by operating earnings

## Watch-outs

- None stand out in the data.

## Track record

| Year | Revenue | Net income | Free cash flow |
|---|---|---|---|
| FY2021 | $3.31B | $740M | $1.36B |
| FY2022 | $2.78B | $477M | $508M |
| FY2023 | $2.44B | $255M | $438M |
| FY2024 | $3.00B | $378M | $958M |
| FY2025 | $3.88B | $592M | $1.18B |

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Source: https://stockcv.com/EVR — derived from company filings; may be delayed or incomplete. Information, not investment advice.