Skip to main content
Equibles
EVR logo

EVR · Evercore Inc. · Metrics

Track EVR — free

Use EVR with AI

Add company filings, earnings and prices to ChatGPT or Claude, then ask questions in your own chat.

Choose your app for step-by-step connection instructions. Sign in with Equibles when asked; no code or API key is needed.

Claude ChatGPT

After connecting, ask your AI to use Equibles to research EVR.

Other apps & server URL
https://mcp.equibles.com/mcp
Gemini CLI setup
or ask here

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

See what you can ask in ChatGPT or Claude

All connection guides →
$252.01 -0.09 (-0.04%) At close · Oct 21
S&P 400 member Russell 1000 member Rebalance outlook locked
Market Cap
$9.69B
Shares
38.46M
Volume · Oct 21 601.35K Avg daily vol (3M) 541.74K

EVR metrics

87 of 122 screener metrics currently available.

Open in screener

Market overview

2 metrics
Share price
$252.01
Market cap
$9.69B

Price action

20 metrics
Price change (1W)
-1.0%
Price change (30D)
-4.3%
Price change (3M)
-24.8%
Price change (6M)
-28.4%
Price change (YTD)
-25.9%
Price change (1Y)
-21.3%
Trailing year
Price change (5Y)
+55.6%
52-week high
$383.12
52-week low
$247.96
Change from 52-week high
-34.2%
Change from 52-week low
+1.6%
Annualized volatility
37.4%
Annualized volatility (3M)
33.2%
Beta
1.8
RSI (14D)
36.4
Price vs SMA 50
-8.6%
Price vs SMA 200
-21.1%
Avg volume (3M)
541,736
Relative volume
1.1
Average dollar volume
$154.23M

Company

3 metrics
Sector
Financial Services
Industry
Capital Markets
Shares outstanding
38.46M

Valuation

12 metrics
P / E (TTM)
14.2
Trailing earnings · reciprocal yield 7.0%
PEG ratio
—
EV / revenue
—
EV / EBITDA
—
EV / EBIT
—
P / sales
2.0×
reciprocal yield 48.9%
P / book
5.2
reciprocal yield 19.2%
FCF yield
16.8%
TTM · current market cap
Buyback yield
—
P / FCF
6.0
reciprocal yield 16.8%
P / operating cash flow
5.8
reciprocal yield 17.2%
Earnings yield
7.7%

Historical valuation

8 metrics
P / E historical average (3Y)
25.7×
reciprocal yield 3.9%
P / E historical average (5Y)
19.1×
reciprocal yield 5.2%
EV / revenue historical average (3Y)
—
EV / revenue historical average (5Y)
—
EV / EBIT historical average (3Y)
—
EV / EBIT historical average (5Y)
—
EV / EBITDA historical average (3Y)
—
EV / EBITDA historical average (5Y)
—

Dividends & buybacks

7 metrics
Dividend yield
1.4%
Trailing 12 months
Payout ratio
20.1%
Shareholder yield
1.5%
Dividend / share (TTM)
$3.46
Dividend growth YoY
+5.5%
Dividend growth streak
5+
Stored dividend history starts 2020
Last ex-dividend
2026-08-28

Earnings calendar

2 metrics
Next earnings
—
Last earnings
2026-07-29

Profitability

9 metrics
Gross margin
—
Operating margin
—
Trailing 12 months
Net margin
15.7%
Gross profit (TTM)
—
Operating profit (TTM)
—
Net income (TTM)
$745.05M
Trailing 12 months
Diluted EPS (TTM)
$17.73
FCF margin
34.3%
Effective tax rate
19.9%

Per share

11 metrics
Revenue per diluted share (TTM)
$112.69
Gross profit per diluted share (TTM)
—
Operating profit per diluted share (TTM)
—
EBITDA per diluted share (TTM)
—
Net income per diluted share (TTM)
$17.69
Operating cash flow per diluted share (TTM)
$39.46
Free cash flow per diluted share (TTM)
$38.46
Capital expenditures per diluted share (TTM)
$1.00
R&D per diluted share (TTM)
—
Stock compensation per diluted share (TTM)
$18.13
Book value per share
—

Growth

11 metrics
Revenue growth YoY
+19.1%
Year over year
Net income growth YoY
-2.0%
Revenue (TTM)
$4.74B
Trailing 12 months
EPS growth YoY
-1.7%
Shares change YoY
-0.2%
Year over year · fewer shares
Revenue CAGR (3Y)
+11.8%
Revenue CAGR (5Y)
+11.2%
EPS CAGR (3Y)
+6.6%
EPS CAGR (5Y)
+11.3%
FCF CAGR (3Y)
+32.5%
FCF CAGR (5Y)
+5.0%

Quality

14 metrics
Return on equity
40.1%
Return on assets
15.8%
Debt / equity
—
Current ratio
2.5
EBITDA (TTM)
—
Free cash flow (TTM)
$1.63B
Quick ratio
2.5
Interest coverage
—
Net debt / EBITDA
—
Return on invested capital
—
Trailing 12 months
Net cash
$2.40B
Latest balance sheet
Cash & equivalents
$1.26B
Total assets
$4.70B
Total debt
—

Cash flow & spend

7 metrics
Operating cash flow (TTM)
$1.67B
Capital expenditures (TTM)
$42.13M
R&D (TTM)
—
SG&A (TTM)
—
Stock compensation (TTM)
$761.11M
R&D / revenue
—
Stock compensation / revenue
16.1%

Ownership (13F)

9 metrics
13F filers
723
13F filer change QoQ
+60
Institutional ownership
94.2%
Conviction holders (share of 13F filers)
0.3%
Crowding (high-turnover and private-fund holders)
—
Private-fund adviser ownership
—
Active holders' share change QoQ
+1.9%
Holder tenure
16.3
Price vs estimated holder cost
+22.5%

Ownership (registered funds)

1 metrics
Index-fund ownership
21.1%

Short interest

3 metrics
Short interest
3.2%
Latest settlement · 2.1 days to cover
Days to cover
2.1d
Short-squeeze score
46 / 100

Insider activity

2 metrics
Net insider buying (90D)
—
Insider-sentiment score
—

Risk flags

1 metrics
Going concern
—
Key facts CIK 1360901 CUSIP 29977A105 13F (30d) 94 filings 90 filers Visit website Investor relations