Evercore Partners Stock Filter Stocks by Fundamentals
| EVR Stock | USD 269.31 1.97 0.74% |
Evercore Partners fundamentals help investors to digest information that contributes to Evercore Partners' financial success or failures. It also enables traders to predict the movement of Evercore Stock. The fundamental analysis module provides a way to measure Evercore Partners' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Evercore Partners stock.
Evercore | Shares Owned by Institutions |
Evercore Partners ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Evercore Partners' sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Evercore Partners' managers, analysts, and investors.Environmental | Governance | Social |
Evercore Partners Institutional Holders
Institutional Holdings refers to the ownership stake in Evercore Partners that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Evercore Partners' outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Evercore Partners' value.| Shares | Geode Capital Management, Llc | 2024-09-30 | 718.2 K | Morgan Stanley - Brokerage Accounts | 2024-09-30 | 540 K | Norges Bank | 2024-12-31 | 480.7 K | Dimensional Fund Advisors, Inc. | 2024-12-31 | 476 K | Fmr Inc | 2024-09-30 | 451.8 K | Bahl & Gaynor Inc. | 2024-12-31 | 448.7 K | Millennium Management Llc | 2024-09-30 | 390.8 K | Bank Of New York Mellon Corp | 2024-12-31 | 369.2 K | Charles Schwab Investment Management Inc | 2024-12-31 | 358.5 K | Vanguard Group Inc | 2024-12-31 | 3.8 M | Blackrock Inc | 2024-09-30 | 3.5 M |
Evercore Fundamentals
| Return On Equity | 0.23 | ||||
| Return On Asset | 0.1 | ||||
| Profit Margin | 0.13 % | ||||
| Operating Margin | 0.22 % | ||||
| Current Valuation | 10.79 B | ||||
| Shares Outstanding | 38.07 M | ||||
| Shares Owned By Insiders | 7.32 % | ||||
| Shares Owned By Institutions | 90.05 % | ||||
| Number Of Shares Shorted | 943.93 K | ||||
| Price To Earning | 10.51 X | ||||
| Price To Book | 6.59 X | ||||
| Price To Sales | 3.44 X | ||||
| Revenue | 2.43 B | ||||
| Gross Profit | 2.81 B | ||||
| EBITDA | 445.27 M | ||||
| Net Income | 255.48 M | ||||
| Cash And Equivalents | 663.4 M | ||||
| Cash Per Share | 11.35 X | ||||
| Total Debt | 844.39 M | ||||
| Debt To Equity | 0.46 % | ||||
| Current Ratio | 1.92 X | ||||
| Book Value Per Share | 40.92 X | ||||
| Cash Flow From Operations | 457.95 M | ||||
| Short Ratio | 2.85 X | ||||
| Earnings Per Share | 9.08 X | ||||
| Price To Earnings To Growth | 1.13 X | ||||
| Target Price | 328.86 | ||||
| Number Of Employees | 2.4 K | ||||
| Beta | 1.41 | ||||
| Market Capitalization | 10.25 B | ||||
| Total Asset | 3.7 B | ||||
| Retained Earnings | 1.89 B | ||||
| Working Capital | 341.42 M | ||||
| Current Asset | 749.46 M | ||||
| Current Liabilities | 408.05 M | ||||
| Annual Yield | 0.01 % | ||||
| Five Year Return | 2.43 % | ||||
| Net Asset | 3.7 B | ||||
| Last Dividend Paid | 3.2 |
About Evercore Partners Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Evercore Partners's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Evercore Partners using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Evercore Partners based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Pair Trading with Evercore Partners
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Evercore Partners position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Evercore Partners will appreciate offsetting losses from the drop in the long position's value.Moving together with Evercore Stock
Moving against Evercore Stock
| 0.54 | FDUS | Fidus Investment Corp | PairCorr |
| 0.45 | GCMGW | GCM Grosvenor | PairCorr |
| 0.43 | DX | Dynex Capital | PairCorr |
| 0.42 | V | Visa Class A | PairCorr |
The ability to find closely correlated positions to Evercore Partners could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Evercore Partners when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Evercore Partners - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Evercore Partners to buy it.
The correlation of Evercore Partners is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Evercore Partners moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Evercore Partners moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Evercore Partners can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.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.