Evercore (EVR)
NYSEFinancialsFinancial - Capital MarketsSnapshot 2026-11-04
$311.03+4.65%
Close 2026-11-04 · 1-day change
NYSEFinancialsFinancial - Capital MarketsSnapshot 2026-11-04
QuarterlyIQ Insights · EVR
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within financials on a research-validated quality screen. As of 2026-11-04.
The screen ranks EVR against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Financials names rated strong grew net income 66% of the time over the next year (vs 56% for the rest of the cohort, n=7714).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Weinberg, Chairman and Chief Executive Officer , "Our record first quarter results reflect strong momentum coming into the year and the benefits of our long-term investment strategy.
Stated in 2 of 4 supplied quarters. Management reported: “Roger C. Altman, Founder and Senior Chairman , "We delivered an exceptional first quarter, with record revenues of $1.4 billion, underscoring the relentless build-out of the Evercore platform."” “We enter 2026 with momentum and remain focused on serving our clients and executing our long-term growth strategy."”
“Weinberg, Chairman and Chief Executive Officer , "Our record first quarter results reflect strong momentum coming into the year and the benefits of our long-term investment strategy.”
“We enter 2026 with momentum and remain focused on serving our clients and executing our long-term growth strategy."”
We continue to invest in our business and remain focused on creating long-term value for our shareholders."
Stated in 2 of 4 supplied quarters. Management reported: “We continue to invest in our business and remain focused on creating long-term value for our shareholders."” “Our focus remains on serving our clients and building on the strength of our franchise."”
“We continue to invest in our business and remain focused on creating long-term value for our shareholders."”
Our focus remains on serving our clients and building on the strength of our franchise."
Stated in 2 of 4 supplied quarters. Management reported: “Our focus remains on serving our clients and building on the strength of our franchise."” “We enter 2026 with momentum and remain focused on serving our clients and executing our long-term growth strategy."”
“Our focus remains on serving our clients and building on the strength of our franchise."”
Add senior managing directors and strengthen Investment Banking coverage across groups and regions.
Continue returning capital to shareholders through quarterly dividends and share repurchases.
Over the trailing year it converted -1.04x of net income into operating cash flow. Historically, Financials names rated fragile grew net income 52% of the time over the next year (vs 60% for the rest of the cohort, n=6873).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
6 material management or governance events in the past 24 months, led by executive changes. Historically, Financials names rated stable grew net income 58% of the time over the next year (vs 59% for the rest of the cohort, n=7436).
Not investment advice. As of 2026-11-04.
“Our focus remains on serving our clients and building on the strength of our franchise."”
“We enter 2026 with momentum and remain focused on serving our clients and executing our long-term growth strategy."”