NAS10029,447+1.73%S&P7,638+1.14%GOLD$4,412+0.27%BTC$77,965+2.04%VIX15.48+0.26%live tape · as of 13:00 UTC
The Screen · Financials · Capital Markets
Evercore Inc
EVR · the NYSE · USD · Market cap $11.1B · 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
287.92 USD
At the last full screen 2026-09-09
Screened 2026-09-09 · the tape above runs as of 13:00 UTC · two dates, stated on purpose · verdict and workings shown in full · never trimmed
The Label · The Season, Not the Day
This name holds its markdown label.
Evercore Inc holds its Markdown at $287.92. The statistical read favours the buyers, held for 22 days.
As held on the ledger · 2026-09-09
Phase
Markdown · caution
Quantitative state
The statistical read favours the buyers, held for 22 days
Price at the screen
$287.92
Valuation
16.20 trailing · 12.75 forward price to earnings
Values screen
FAIL· score 30.0
Beta
1.48
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.
Fair value range in USD, drawn from the 2026-09-09 screen. The gold marker is the market price at the same screen. A 23.4% margin of safety to the base estimate.
Third-party analyst targets: 10 covering, consensus None. The average target sits +29% from the screen price.
Reading the gap · Both our model and the analysts see meaningful upside from here.
Price History & Projections
Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-09-09 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.
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 framework has shifted from accumulation to distribution since the last review. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 14.5% 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.
2026-07-28Accumulation$341.54-4.4%Entry 4
The framework reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 4.4% 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 A, 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.
2026-07-18Accumulation$357.38+0.0%Entry 3
The framework reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. 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 A, 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.
2026-07-03Accumulation$357.38+0.0%Entry 2
The framework reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. 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.
2026-07-02Accumulation$357.38Entry 1
The framework reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
