NAS10027,087+1.72%S&P7,401+0.65%GOLD$4,073−1.00%BTC$75,828−0.15%VIX24.55−12.88%latest tape · as of 20:03 UTC
The Screen · Financials · Capital Markets
Evercore Inc
EVR · the NYSE · USD · Market cap $11.2B · 2,635 employees
Evercore Inc., together with its subsidiaries, operates as an independent investment banking firm in the Americas, Europe, Middle East, Africa, and Asia-Pacific.
FAIL · Does not pass the screen
290.13 USD
Price as of 5 Nov 2026Daily close, not a live quote
Screened 2026-11-05 · the tape above runs as of 20:03 UTC · two dates, stated on purpose · verdict and workings shown in full · never trimmed
Key facts today
Price290.13 USD at the 5 Nov 2026 close
Our value readFair vs our fair value, as of 5 Nov 2026
Positioning no disclosures inside 60 days, left as found
Options put/call open interest 0.45, read 2026-11-03
Ethical does not pass the values gate
Price290.13 USD
Fair value332.14
Ethical score30.0/100
Value readFairas of 5 Nov 2026
Our investment reviews on this name
2026-11-04Read Markup297.20-2.4% to today Markdown gives way to Markup after a 14% rise in 5 weeks
2026-10-02Read Markdown261.62+10.9% to today Distribution gives way to Markdown after a 10% slide in 5 weeks
2026-08-28Read Distribution291.89-0.6% to today ✓Accumulation gives way to Distribution after an 18% slide in 8 weeks
2026-07-02Read Accumulation357.38-18.8% to today First review on file: Accumulation
Our analytic regime reads on this name, dated and marked against the screened price. Small sample per name, and separate from the daily-framework accuracy on the Track Record page.
Evercore Inc holds its Markup at $290.13. Consolidating, no directional conviction, held for 8 days.
As held on the ledger · 2026-11-05
Phase
Markup
Quantitative state
Consolidating, no directional conviction, held for 8 days
Price at the screen
$290.13
Valuation
15.89 trailing · 13.63 forward price to earnings
Values screen
FAIL· score 30.0
Beta
1.51
The Workings
Five Screens, Shown in Full
Does not pass. Excluded industry: Capital Markets
Test
Figure
Limit
What it means
Status
Business activity
Excluded
Core business clean
Excluded industry: Capital Markets
Fail
Debt load
Excluded
Below 33%
Interest-bearing debt is of its assets, above the one-third ceiling the screen allows.
Fail
Interest-bearing cash
Excluded
Below 33%
Interest-bearing cash and securities are of assets, above the one-third limit.
Fail
Receivables
Excluded
Below 49%
Money owed to the company is of assets, above the 49% limit.
Fail
Revenue purity
Excluded
Below 5%
of revenue comes from non-compliant sources, over the 5% line.
Fail
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
The Ethical Read
Why It Falls Short, in Plain English
Evercore does not clear the screen at the business-activity stage. It operates in conventional financial services, which the screen treats as interest-based, so the financial ratios are not the deciding factor here.
Read as at 2026-11-05. It updates when the underlying figures move, and past reads are kept below.
Follow this verdict
Get an email when EVR's ethical verdict changes
Today EVR does not pass the screen. If new figures move it to a pass, we send you one short email with the before and after. Verdicts change rarely, so you may not hear from us for a long time.
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What the Numbers Say It Is Worth
The Fair Value Range
Our analysis reads Fair vs our fair value, as of 5 Nov 2026: it trades at roughly a 6% discount to our $332.14 fair value, narrow competitive moat, 12.50% revenue growth.
Fair value range in USD, drawn from the 2026-11-05 screen. The gold marker is the market price at the same screen. A 12.6% discount to the base estimate.
Where our models see it going: fair-value estimate $332.14, with a range of $256.50 to $399.73, dated to the 2026-11-05 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Banks thrive on deals but ethics draw the line
Picture a top dealmaker helping companies raise billions across New York and London. Evercore sits in that seat, posting 100 percent revenue growth, a 42 percent return on equity and 16 percent profit margins while trading at 14.7 times forward earnings.
We pass anyway. The ethical screen rules out capital markets firms outright, so strong numbers and a narrow moat do not change the verdict. The shares sit only 8 percent below our fair value with a buy-rated analyst target at 390, yet none of that overcomes the sector exclusion.
Cyclical deal flow can swing sharply when markets turn, and a narrow moat leaves little defence if competition intensifies. Currency and regulatory shifts add further pressure in this business. Analysis, not advice.
Another profit measure, before interest, tax and non-cash costs: EBITDA.
The risks · The things to watch: it already moves more than the market on an average day.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
EVR trades on the NYSE. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-11-04Markup · changed$297.20+17.0%Entry 16
The framework has shifted from markdown to markup since the last review. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 17.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading bearish. Over the past year the shares are up 43%. Our forward projection puts the odds of a 10% gain over the next month near 31%. The street (10 analysts) rates it none, with a mean price target of $375.
2026-10-28Markdown$254.08+0.0%Entry 15
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading bearish. Over the past year the shares are up 43%. Our forward projection puts the odds of a 10% gain over the next month near 31%. The street (10 analysts) rates it none, with a mean price target of $375. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-27Markdown$254.08+0.0%Entry 14
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading bearish. Over the past year the shares are up 43%. Our forward projection puts the odds of a 10% gain over the next month near 31%. The street (10 analysts) rates it none, with a mean price target of $375. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-26Markdown$254.08+0.0%Entry 13
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading bearish. Over the past year the shares are up 43%. Our forward projection puts the odds of a 10% gain over the next month near 31%. The street (10 analysts) rates it none, with a mean price target of $375. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-25Markdown$254.08+0.0%Entry 12
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is momentum reading neutral. Over the past year the shares are up 43%. Our forward projection puts the odds of a 10% gain over the next month near 31%. The street (10 analysts) rates it none, with a mean price target of $375. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-24Markdown$254.08+0.0%Entry 11
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is momentum reading neutral. Over the past year the shares are up 43%. Our forward projection puts the odds of a 10% gain over the next month near 31%. The street (10 analysts) rates it none, with a mean price target of $375. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-23Markdown$254.08+0.0%Entry 10
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is momentum reading neutral. Over the past year the shares are up 43%. Our forward projection puts the odds of a 10% gain over the next month near 31%. The street (10 analysts) rates it none, with a mean price target of $375. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-22Markdown$254.08+0.0%Entry 9
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is momentum reading neutral. Over the past year the shares are up 43%. Our forward projection puts the odds of a 10% gain over the next month near 31%. The street (10 analysts) rates it none, with a mean price target of $375. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-21Markdown$254.08+0.0%Entry 8
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is momentum reading neutral. Over the past year the shares are up 43%. Our forward projection puts the odds of a 10% gain over the next month near 31%. The street (10 analysts) rates it none, with a mean price target of $375. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-17Markdown$254.08-2.9%Entry 7
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 2.9% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is momentum reading neutral. Over the past year the shares are up 43%. Our forward projection puts the odds of a 10% gain over the next month near 31%. The street (10 analysts) rates it none, with a mean price target of $375.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
