Evercore Partners Stock Buy Hold or Sell Recommendation

EVR Stock  USD 200.77  6.92  3.57%   
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Evercore Partners is 'Hold'. A buy or sell recommendation provided by Macroaxis is an automated analysis based on historical performance and your stated risk tolerance. It serves as guidance on whether to purchase or sell Evercore Partners within the specified time frame.
  
Check out Evercore Partners Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
To learn how to invest in Evercore Stock, please use our How to Invest in Evercore Partners guide.
Note, we conduct extensive research on individual companies such as Evercore and provide practical buy, sell, or hold advice based on investors' constraints. Evercore Partners. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in real.

Execute Evercore Partners Buy or Sell Advice

The Evercore recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Evercore Partners. Macroaxis does not own or have any residual interests in Evercore Partners or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Evercore Partners' advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Evercore PartnersBuy Evercore Partners
Hold

Market Performance

Very WeakDetails

Volatility

Very steadyDetails

Hype Condition

Over hypedDetails

Current Valuation

UndervaluedDetails

Odds Of Distress

Very SmallDetails

Economic Sensitivity

Responds to the marketDetails

Investor Sentiment

ImpartialDetails

Analyst Consensus

BuyDetails

Financial Strenth (F Score)

StrongDetails

Financial Leverage

Not RatedDetails

Reporting Quality (M-Score)

Unlikely ManipulatorDetails
For the selected time horizon Evercore Partners has a Risk Adjusted Performance of (0.20), Jensen Alpha of (0.40), Total Risk Alpha of (0.27) and Treynor Ratio of (0.37)
Macroaxis provides advice on Evercore Partners to complement and cross-verify current analyst consensus on Evercore Partners. Our investment recommendation engine determines the company's potential to grow exclusively from the perspective of an investor's current risk tolerance and investing horizon. To make sure Evercore Partners is not overpriced, please confirm all Evercore Partners fundamentals, including its shares owned by institutions, cash per share, number of employees, as well as the relationship between the revenue and cash flow from operations . Given that Evercore Partners has a price to earning of 10.51 X, we urge you to verify Evercore Partners market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your prevailing risk tolerance and investing horizon.

Evercore Partners Trading Alerts and Improvement Suggestions

Evercore Partners generated a negative expected return over the last 90 days
Evercore Partners is unlikely to experience financial distress in the next 2 years
Evercore Partners has a strong financial position based on the latest SEC filings
Over 89.0% of the company shares are held by institutions such as insurance companies
On 14th of March 2025 Evercore Partners paid $ 0.8 per share dividend to its current shareholders
Latest headline from finance.yahoo.com: Pacira BioSciences Confirms Receipt of Director Nominations from DOMA Perpetual

Evercore Partners Returns Distribution Density

The distribution of Evercore Partners' historical returns is an attempt to chart the uncertainty of Evercore Partners' future price movements. The chart of the probability distribution of Evercore Partners daily returns describes the distribution of returns around its average expected value. We use Evercore Partners price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Evercore Partners returns is essential to provide solid investment advice for Evercore Partners.
Mean Return
-0.56
Value At Risk
-5.48
Potential Upside
2.33
Standard Deviation
2.38
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Evercore Partners historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Evercore Stock Institutional Investors

The Evercore Partners' institutional investors refer to entities that pool money to purchase Evercore Partners' securities or originate loans. These institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds.
Shares
Fuller & Thaler Asset Management Inc2024-12-31
692.5 K
Jpmorgan Chase & Co2024-12-31
619.6 K
Morgan Stanley - Brokerage Accounts2024-12-31
518.8 K
Norges Bank2024-12-31
480.7 K
Dimensional Fund Advisors, Inc.2024-12-31
476 K
Bahl & Gaynor Inc.2024-12-31
448.7 K
Bank Of New York Mellon Corp2024-12-31
369.2 K
Charles Schwab Investment Management Inc2024-12-31
358.5 K
T. Rowe Price Associates, Inc.2024-12-31
323.3 K
Vanguard Group Inc2024-12-31
3.8 M
Blackrock Inc2024-12-31
3.6 M
Note, although Evercore Partners' institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Evercore Partners Cash Flow Accounts

202020212022202320242025 (projected)
Change To Inventory(97.7M)79.0M(182.2M)(114.5M)(103.0M)(97.9M)
Change In Cash194.3M(250.9M)84.8M(66.6M)276.6M290.5M
Free Cash Flow925.0M1.4B508.2M437.9M958.1M1.0B
Depreciation30.0M28.7M28.7M2.4M(387K)(367.7K)
Other Non Cash Items70.4M18.8M66.5M42.6M(7.0M)(6.7M)
Capital Expenditures53.3M28.0M23.2M20.0M30.1M19.4M
Net Income412.7M868.6M531.4M255.5M417.7M438.6M
End Period Cash Flow838.2M587.3M672.1M605.5M882.1M926.2M
Dividends Paid106.6M118.8M127.3M127.9M135.8M142.6M
Change To Netincome349.4M416.6M426.1M489.7M563.2M591.3M
Investments(431.2M)(698.9M)318.2M185.3M(67.4M)(70.8M)
Change Receivables6.7M(79.7M)14.4M(42.9M)(38.6M)(40.5M)
Net Borrowings(6.8M)203.7M(355K)(1.8M)(2.1M)(2.0M)

Evercore Partners Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Evercore Partners or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Evercore Partners' price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Evercore stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over Dow Jones
-0.4
β
Beta against Dow Jones1.53
σ
Overall volatility
2.43
Ir
Information ratio -0.19

Evercore Partners Volatility Alert

Evercore Partners exhibits very low volatility with skewness of -0.77 and kurtosis of 0.77. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Evercore Partners' stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Evercore Partners' stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Evercore Partners Fundamentals Vs Peers

Comparing Evercore Partners' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Evercore Partners' direct or indirect competition across all of the common fundamentals between Evercore Partners and the related equities. This way, we can detect undervalued stocks with similar characteristics as Evercore Partners or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Evercore Partners' fundamental indicators could also be used in its relative valuation, which is a method of valuing Evercore Partners by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Evercore Partners to competition
FundamentalsEvercore PartnersPeer Average
Return On Equity0.22-0.31
Return On Asset0.11-0.14
Profit Margin0.13 %(1.27) %
Operating Margin0.22 %(5.51) %
Current Valuation7.87 B16.62 B
Shares Outstanding39.12 M571.82 M
Shares Owned By Insiders6.60 %10.09 %
Shares Owned By Institutions88.90 %39.21 %
Number Of Shares Shorted1.17 M4.71 M
Price To Earning10.51 X28.72 X
Price To Book4.44 X9.51 X
Price To Sales2.64 X11.42 X
Revenue3 B9.43 B
Gross Profit2.81 B27.38 B
EBITDA543.29 M3.9 B
Net Income417.74 M570.98 M
Cash And Equivalents663.4 M2.7 B
Cash Per Share11.35 X5.01 X
Total Debt923.32 M5.32 B
Debt To Equity0.46 %48.70 %
Current Ratio1.92 X2.16 X
Book Value Per Share44.80 X1.93 K
Cash Flow From Operations988.15 M971.22 M
Short Ratio2.19 X4.00 X
Earnings Per Share9.07 X3.12 X
Price To Earnings To Growth1.13 X4.89 X
Target Price292.43
Number Of Employees2.38 K18.84 K
Beta1.42-0.15
Market Capitalization7.85 B19.03 B
Total Asset4.17 B29.47 B
Retained Earnings2.13 B9.33 B
Working Capital341.42 M1.48 B
Note: Acquisition by Kendrick Wilson of 644 shares of Evercore Partners subject to Rule 16b-3 [view details]

Evercore Partners Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Evercore . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Evercore Partners Buy or Sell Advice

When is the right time to buy or sell Evercore Partners? Buying financial instruments such as Evercore Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

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Additional Tools for Evercore Stock Analysis

When running Evercore Partners' price analysis, check to measure Evercore Partners' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Evercore Partners is operating at the current time. Most of Evercore Partners' value examination focuses on studying past and present price action to predict the probability of Evercore Partners' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Evercore Partners' price. Additionally, you may evaluate how the addition of Evercore Partners to your portfolios can decrease your overall portfolio volatility.