EVR · NYSE · STOCK
Evercore (EVR) Stock Analysis
$263.44
52W $258.61 – $388.71
63/100
$10.41B
14.0
1.48
Is EVR Bullish or Bearish?
Bullish.
Innellis AI committee rates Evercore (EVR) Buy with a composite score of 63/100
, based on 6 analysts with 67% agreement.
Last updated September 22, 2026.
What Would Change This View
- Upgrade to Strong Buy
- Requires a committee score of 75.0 — +12.34 from today. Applies on the first day at or above the line; upgrades are never dampened.
- Downgrade to Watch
- Requires the score to fall below 55.0 — -7.66 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.
Executive Summary
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is price structure making lower highs and lower lows. The committee is constructive but not yet at full conviction.
Bull & Bear Case
Bull Case
- P/E of 13.9 is inexpensive for the broad market — Value
- ROE of 39.8% shows genuine earnings power backing the valuation — Value
- Revenue growing 45.7% YoY -- genuine top-line momentum — Growth
- EPS growing 60.8% YoY — Growth
- 5 consecutive earnings beats -- consistent execution — Growth
- Low leverage (debt-to-equity 0.29) -- balance sheet can absorb a shock — Risk
Bear Case
- Price-to-book of 6.5x prices in significant intangible value — Value
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- Price structure making lower highs and lower lows — Technical
- MACD histogram negative -- bearish momentum — Technical
- Bollinger bandwidth of 16.7% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or
forward-looking judgement. They summarise what the numbers say today.
Price History (6M)
AI Investment Committee
Committee Consensus
As of September 22, 2026
Overall Committee Score
63/100
Agreement
67%
Analysts
6
Conviction
Moderate
Sector Rank
Top 48%
of 211 Financial Services peers
Value Analyst
bullish
64
/ 100 · High confidence
Classic value case: cheap on multiples with earnings power to back it up
+ P/E of 13.9 is inexpensive for the broad market
− Price-to-book of 6.5x prices in significant intangible value
Growth Analyst
bullish
71
/ 100 · High confidence
Strong, accelerating growth with consistent execution
+ Revenue growing 45.7% YoY -- genuine top-line momentum
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst
neutral
42
/ 100 · High confidence
Mixed or range-bound price action
− Price structure making lower highs and lower lows
Risk Analyst
neutral
58
/ 100 · Moderate confidence
Moderate risk -- no single red flag, but nothing that clearly de-risks the position either
+ Low leverage (debt-to-equity 0.29) -- balance sheet can absorb a shock
− Bollinger bandwidth of 16.7% signals elevated volatility
Macro Analyst
bullish
80
/ 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst
bullish
62
/ 100 · Low confidence
News flow and recent filings/analyst actions are net positive
Portfolio Manager
neutral
55
/ 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 4 existing position pair(s) are highly correlated already
Investment Thesis Evolution
Committee score strengthened from 58.5 to 62.7.
- New bearish signals: 2 appeared.
- Bullish support removed: 1 signal(s) disappeared.
- New bullish signals: 2 appeared.
- Bearish pressure eased: 5 signal(s) disappeared.
- Analyst(s) changed stance: Technical Analyst.
Analyst-level changes:
- Macro Analyst: score 65->80 (+15); +1 bullish signal(s).
- Portfolio Manager: score 45->55 (+10); +1 bearish signal(s).
- Risk Analyst: +1 bearish signal(s).
- Technical Analyst: stance bearish->neutral; score 32->42 (+10).
- Value Analyst: +1 bullish signal(s).
Comparing 2026-09-21 to 2026-09-22 (1 day apart).
Technical Analysis
RSI (14)
34.5
Neutral
MACD Histogram
-1.249
Bearish Momentum
Trend Direction
Downtrend
Weekly: Sideways
Market Structure
Mixed
Support
$265.90
Resistance
$295.11
Bollinger %B
0.20
Inside Bands
Price vs Moving Averages
EMA 9
$272.15
Below
EMA 21
$282.45
Below
EMA 50
$299.71
Below
EMA 200
$316.30
Below
Fundamental Analysis
Valuation
79
Growth
63
Profitability
95
Financial Health
98
Cash Flow
70
Valuation
P/E Ratio
14.0×
P/B Ratio
5.59×
PEG Ratio
0.23
Dividend Yield
1.29%
52W High
$388.71
52W Low
$258.61
Quality & Growth
ROE
2913.6%
ROA
1104.7%
Gross Margin
9847.9%
Operating Margin
2210.4%
Revenue Growth YoY
—
Debt / Equity
0.59
AI Fundamental Assessment
P/E ratio of 14.0 (inexpensive relative to a 15-40x range); Price-to-book of 5.6x; PEG ratio of 0.2 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 29.1%; Return on assets of 11.0%; Net margin of 15.7%; Gross margin of 98.5%; Current ratio of 2.47 (healthy short-term liquidity); Debt-to-equity of 0.59; Free cash flow per share is positive (42.09); Most recent quarter beat estimates by 4.1%; 5 consecutive earnings beats; EPS growth decelerating (+46.8% -> -61.4% QoQ); Average YoY EPS growth of 20.2%; Analyst estimates falling over recent quarters
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