Evercore Inc (EVR) — Titan Protect Analysis

EVR

Evercore Inc

Financial · ·

$339.43

Data: 2026-06-03

✗ ETHICAL FAIL

NARROW MOAT

LIMITED

Data Confidence: 0.0%

Key Metrics

How this company measures up on the fundamentals that matter

Market Cap

$13.1B

Total market value of the company

Trailing P/E

19.12

Reasonably valued

Forward P/E

14.77

Based on estimated future earnings — lower means cheaper

Rev Growth

+100.3%

Year-over-year revenue change

Profit Margin

16.4%

How much profit the company keeps from each dollar of revenue

ROE

42.2%

Return on equity — how efficiently it uses shareholder money

Analyst Target

$375.50

+11% from current price — median analyst estimate

Recommendation

BUY

Consensus view from 10 analysts covering this stock

About Evercore Inc

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. 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 cap

https://www.evercore.com

Country: United States Employees: 2,635 Industry: Capital Markets

Ethical Screening

Five compliance checks based on AAOIFI standards — all must pass for ethical clearance

Business Activity

FAIL

Core business does not involve prohibited activities

Debt Ratio

0.0% PENDING

Debt must be below 33% of total assets

Cash Ratio

0.0% PENDING

Interest-bearing cash below 33% of assets

Receivables

0.0% PENDING

Receivables below 49% of assets

Revenue Purity

0.0% PENDING

Non-compliant revenue below 5% — any excess requires purification

Quantitative Intelligence

Statistical analysis of price behaviour, risk, and market regime — independent of fundamental data

Regime

ACCUMULATION

Smart money appears to be building positions quietly

Sharpe Ratio

0.928

Good returns relative to risk taken

Kelly Fraction

0.0842

Suggested allocation is meaningful — the edge justifies a position

Calmar Ratio

0.716

Acceptable balance between returns and drawdown risk

Annual Return

34.3%

Historical annualised return based on price data

Max Drawdown

-47.9%

Largest peak-to-trough decline — the worst it has been

HMM State

BULL

Statistical model sees bullish momentum

Days in State

How long the current regime has persisted — longer means more stable

Market Data

Trading characteristics and market positioning

Beta

1.49

Moves slightly more than the broader market

52W High

$388.71

13% below the year high

52W Low

$232.29

46% above the year low

Avg Volume

600,900

Average daily shares traded — higher means easier to buy and sell

Short Ratio

1.8

Days it would take all short sellers to cover — higher means more crowded

Short % Float

N/A

Div Yield

103.0%

Annual dividend as a percentage of the share price

EPS (TTM)

$17.77

Earnings per share over the last 12 months

Financial Health

Balance sheet strength and cash generation — the foundation of long-term value

Debt/Equity

52.59

Heavy leverage — higher financial risk if revenues decline

Current Ratio

N/A

Quick Ratio

N/A

Like current ratio but excludes inventory — stricter test

Gross Margin

94.1%

Revenue left after cost of goods — higher means pricing power

Operating Margin

24.4%

Profit from core operations before interest and tax

Free Cash Flow

N/A

Negative — the business is spending more than it generates

Revenue (TTM)

$4.6B

Total revenue over the last 12 months

Net Income

$747M

Profitable — the bottom line is positive

Analyst Coverage

Analysts

Target High

$435.00

Target Median

$375.50

Target Low

$325.00

Political Trading Activity

Congressional trading disclosures involving this instrument

Date	Politician	Party	Type	Amount
7 Feb2025	Tim Walberg	Republican	buy	15K–50K

Source: Congressional disclosure filings. View all political trades at

Insider Intelligence

Explore the Ethical Screener View Track Record

Data sourced from public filings and market feeds. Not financial advice. Updated: 2026-06-03

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