Evercore (EVR) Fundamental Analysis: Revenue, Earnings & Valuation

7.17 / 10

Outperform

Fundamental analysis rates EVR as Outperform (7.2/10). Inventory turnover days and ratio, fixed‑asset turnover, ROA, and gross margin score high, while Asset‑MV is negative and accounts‑receivable turnover is modest, indicating solid operations but some balance‑sheet concerns.

Analysis Checks(8/10)

Inventory turnover ratio

Value106.57

Score2/3

Weight5.01%

1M Return1.46%

Gross profit margin (%)

Value97.20

Score3/3

Weight12.92%

1M Return3.74%

Accounts receivable turnover ratio

Value7.94

Score1/3

Weight4.58%

1M Return1.33%

Rate of return on total assets (%)

Value17.16

Score3/3

Weight23.05%

1M Return5.43%

Fixed assets turnover ratio

Value23.18

Score2/3

Weight3.90%

1M Return1.15%

Annualized return on total assets (%)

Value17.16

Score3/3

Weight23.05%

1M Return5.43%

Diluted earnings per share (YoY growth rate %)

Value54.74

Score3/3

Weight18.53%

1M Return4.85%

Asset-MV

Value-0.55

Score0/3

Weight-2.32%

1M Return-0.72%

Inventory turnover days

Value210.83

Score3/3

Weight5.10%

1M Return1.49%

Current assets / Total assets (%)

Value72.01

Score3/3

Weight6.19%

1M Return2.18%

Is EVR undervalued or overvalued?

EVR scores 7.17/10 on fundamentals and holds a Discounted valuation at present. Backed by its 27.78% ROE, 16.51% net margin, 18.63 P/E ratio, 4.75 P/B ratio, and 55.07% earnings growth, these metrics solidify its Outperform investment rating.