Pulling SEC filings + quote and writing the call…

Evercore Inc.
Next earnings Jul 28, 2026 (before open) · consensus $2.57 EPS, $890M rev
Last earnings -4.8% on 2026-04-29
Best-in-class M&A advisory in a powerful upcycle: 29.5% revenue growth, 29.1% ROE, asset-light balance sheet — own the franchise.
Sources: SEC EDGAR (CIK 0001360901, latest 10-Q filed 2026-05-06) · EODHD · analysis by claude-code · as of 6/21/2026, 8:46:06 PM.
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Quality fundamentals and an attractive price line up (~56% below fair value) — the rarer case where both the business and the entry look good.
Evercore is a premier independent investment bank, and FY2025 captured the advisory upcycle in full. Revenue grew 29.5% to $3.88B and net income jumped 56.5% to $592M, lifting diluted EPS 54.7% to $14.05. The operating model is asset-light and high-return: net margin was 15.3% and return on equity an outstanding 29.1%, with liabilities/equity at a conservative 1.50x. Cash generation was strong — operating cash flow of $1.26B (+27.2%) against just $74M of capex — and cash rose 63.3% to $1.43B, leaving the firm overcapitalized for buybacks and dividends ($144M paid).
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $3.31B | $2.78B | $2.44B | $3.00B | $3.88B |
| Gross profit | — | — | — | — | — |
| Operating income | — | — | — | — | — |
| Net income | $740M | $477M | $255M | $378M | $592M |
| Diluted EPS | $17.08 | $11.61 | $6.37 | $9.08 | $14.05 |
| Net margin | 22.4% | 17.1% | 10.5% | 12.6% | 15.3% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1047 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Last 90 days: 0 open-market buys · 1 sale
| 2026-06-11 | LaLonde Timothy Gilbert Chief Financial Officer | Sell | 7.81K @ $343.06 | $2.68M |
| 2026-06-10 | Williamson Sarah K Director | Award | 727.00 | |
| 2026-06-10 | WHEELER WILLIAM J Director | Award | 364.00 | |
| 2026-06-10 | VARNEY CHRISTINE A Director | Award | 727.00 | |
| 2026-06-10 | Robertson Sir Simon Director | Award | 364.00 | |
| 2026-06-10 | OVERLOCK WILARD J JR Director | Award | 727.00 | |
| 2026-06-10 | MILLARD ROBERT B Director | Award | 815.00 | |
| 2026-06-10 | Harris Gail Block Director | Award | 364.00 |
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.