Evercore (EVR)
NYSEFinancialsFinancial - Capital MarketsSnapshot 2026-11-04
$290.13-6.72%
Close 2026-11-05 · 1-day change
NYSEFinancialsFinancial - Capital MarketsSnapshot 2026-11-04
QuarterlyIQ Insights · EVR
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 1.1% |
| Our one-year growth estimate | diamond | 10.7% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 9.6 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 14 industry peers · Company calendar date is not available
EVR — earnings miss
Dated 2026-07-29
Results of Operations and Financial Condition On July 29, 2026, Evercore Inc. issued a press release announcing financial results for its second quarter ended June 30, 2026. A copy of the press release is attached hereto as Exhibit 99.1. All information in the press release is furnished but not filed.
Why it matters: Advisory fees drove most of 2026's revenue gains. Another increase would show that deal activity stayed strong.
Supportive ifQ4 2026 advisory fees rise year over year, extending the Q3 increase of 14%.
Worry ifQ4 2026 advisory fees fall year over year.
Why it matters: Evercore has expanded its senior banker team. More hires would show progress on that plan, though they also add costs.
Supportive ifThe next reported Investment Banking SMD count is above 191, the Q3 2026 count.
Worry ifThe next reported SMD count is 191 or lower. Or Evercore reports senior banker departures that offset hires.
Why it matters: Evercore says quarterly results can swing with deal timing. A year-over-year drop would test whether record revenue momentum can last.
Worry ifQ4 2026 net revenue is below Q4 2025 net revenue when Evercore reports results.
Less concerning ifQ4 2026 net revenue is at or above Q4 2025 net revenue.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$143 on $10,000 · ±1.4% | How much price usually moves either way. |
| Bad day | $380 loss on $10,000 · 3.8% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,510 loss on $10,000 · 35.1% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.