Yahoo! Finance Canada report covering Evercore Inc. (EVR) market action, institutional positioning, and fundamental catalysts.
Why EVR Stock dropped -2.38% Today — RQD Quant Desk Flash
Evercore Inc. (EVR) earns a Roarable Rating of B- (Buy) with 71/100 RQD Confidence. High-quality cash engine (steady margins, 30% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief)
Is EVR stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-03, Evercore Inc. (NYSE: EVR) is rated B- (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 71/100 at a spot price of $290.50 (-2.38% 1D, market cap $11.17B). Pillar breakdown: Fundamental Cash Engine 20/20, Institutional 13F & Options Flow 11/20, Executive Insider Alignment 15/20, FRED Macro Regime Fit 6/20, and SEC Balance-Sheet Forensics 19/20. Across 1096 tracked Financials issuers, EVR ranks #81 in composite RQD confidence.
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief)
How does EVR compare to IVZ and AMG in the Financials sector?
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Within the Financials sector (Investment Managers), EVR carries a Roarable B- (71/100 RQD), trailing P/E of 19.3x, gross margin of —, and ROIC of 30.3%. By comparison, IVZ (Invesco Ltd) holds a D grade (51/100 RQD, P/E N/A, ROIC -3.2%, cap $12.26B) and AMG (Affiliated Managers Group Inc.) posts a B grade (74/100 RQD, P/E 14.4x, ROIC 14.8%, cap $9.87B). Among the 5-stock peer group, AMG leads on earnings multiple (14.4x) while EVR leads on capital efficiency (30.3% ROIC).
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief)
What are the biggest fundamental strengths and SEC risk factors for EVR?
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Per EVR's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001360901), Evercore Inc. generated $3.88B in revenue (+29.5% YoY), $592.0M in net income, and $1.08B in free cash flow against $5.36B in total assets and $1.37B in total debt. Key quantitative strengths: Strong cash generator (steady margins)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
SEC XBRL FY 2025 (10-K): 27.9% FCF Margin ($1.08B FCF) & 52% Gross Margin
SEC Form 4 / 13F Thermometer: 86% Net Buy • Cannibal Buyback (-3.20% YoY Shares)
Macro rate sensitivity & RSI-14 (61.5) create a -14 pt regime headwind
⚔️ Adversarial Opposing Case: Why the EVR Bull Thesis Could Fail
Even with a 71/100 (B-) score, EVR faces multiple-compression risk if 19.3x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.
Sensitive to high interest rates and tighter Federal Reserve market liquidity.
Dilution & Margin Drag: Cannibal Buyback (-3.20% YoY Shares) — any gross margin slip below 49.5% triggers an automatic RQD downgrade.
Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($272.10) or 200D SMA ($314.66) invalidates the momentum regime and cuts Target Base ($307.49) toward Bear Floor ($238.21).
Why EVR Stock dropped -2.38% Today — RQD Quant Desk Flash
Evercore Inc. (EVR) dropped -2.38% to $290.50, trading at 31% of its 52-week range ($245.47 – $388.71). High-quality cash engine (steady margins, 30% return on capital) with steady institutional support.
- ▸Technical Tape: Trading at 31% of its 52-week range ($245.47 – $388.71) with RSI-14 at 61.5 (BULLISH MOMENTUM).
- ▸Volatility Profile: Historical 20-day realized swing band of ±7.4% around $290.50 (no active unusual options sweep snapshot on file).
- ▸Fundamental Anchor: Roarable B- (Buy) backed by 52% gross margin and $1.1B annual free cash flow.
ChartMill report covering Evercore Inc. (EVR) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Evercore Inc. (EVR) market action, institutional positioning, and fundamental catalysts.
TradingView report covering Evercore Inc. (EVR) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Evercore Inc. (EVR) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Evercore Inc. (EVR) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Evercore Inc. (EVR) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Evercore Inc. (EVR) market action, institutional positioning, and fundamental catalysts.
Evercore’s third quarter saw a substantial positive market response as the company delivered broad-based revenue gains across its business lines. Management attributed the strong results to a combination of record M&A ad
The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer. However, the challenge lies in determining whether these cheap assets are genuinely undervalued or simply on sale d
Scheduled RQD Strong Buys & Whale Accumulation Briefing (EVR Tape Review)
- ✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
- ✓Forensic Red-Light accounting & dilution traps to review on your watchlist
- ✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts
EVR Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. +29.5% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on EVR today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for EVR. Explore sector supply chains on /butterfly.
📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (EVR)
1. Head-to-Head Financials Peer Comparison (EVR vs. IVZ, AMG, HLI, CG)
Industry: Investment Managers (79 Tracked Issuers)Across 1096 tracked Financials securities in the Roarable RQD universe, Evercore Inc. (EVR) ranks #81 by composite RQD confidence (71/100, grade B-) and #173 by equity capitalization ($11.17B). Within this direct 5-issuer industry benchmark cohort, AMG leads on earnings valuation at 14.4x trailing P/E, while EVR leads on capital efficiency and profitability with 30.3% ROIC and — gross margin. AMG currently holds the highest overall quantitative score in the immediate peer group at 74/100 (B) compared with EVR at 71/100 (B-).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| EVR
ACTIVE
Evercore Inc. | B- | 71/100 | 19.3x | — | 30.3% | -2.38% | $11.17B | Benchmark Subject |
| IVZ Invesco Ltd | D | 51/100 | — | — | -3.2% | -4.34% | $12.26B | /ivz-vs-evr → |
| AMG Affiliated Managers Group Inc. | B | 74/100 | 14.4x | — | 14.8% | -4.37% | $9.87B | /amg-vs-evr → |
| HLI Houlihan Lokey Inc. | C+ | 69/100 | 23.0x | — | 21.6% | -0.96% | $9.64B | /hli-vs-evr → |
| CG The Carlyle Group Inc. | E | 33/100 | 17.9x | — | 5.4% | -0.96% | $14.32B | /cg-vs-evr → |
2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)
SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001360901In its most recent audited fiscal period (FY2025, filed 2025-12-31), Evercore Inc. (EVR) reported GAAP revenue of $3.88B (+29.5% vs. FY2024 revenue of $3.00B , and +58.8% cumulative change since FY2023) , GAAP net income of $592.0M, operating cash flow of $1.26B, and free cash flow of $1.08B (+26.8% YoY). On the balance sheet, EVR closed FY2025 with $5.36B in total assets against $1.37B in total debt (Altman Z-Score: N/A, Piotroski F-Score: 9/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-12-31 | $3.88B | $592.0M | $1.26B | $1.08B | $5.36B | $1.37B |
| FY2024 (FY) | 2024-12-31 | $3.00B | $378.0M | $988.2M | $853.3M | $4.17B | $1.00B |
| FY2023 (FY) | 2023-12-31 | $2.44B | $255.0M | $458.0M | $348.0M | $6.29B | $1.47B |
3. EVR Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)
✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLEDIs EVR stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
As of 2026-11-03, Evercore Inc. (NYSE: EVR) is rated B- (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 71/100 at a spot price of $290.50 (-2.38% 1D, market cap $11.17B). Pillar breakdown: Fundamental Cash Engine 20/20, Institutional 13F & Options Flow 11/20, Executive Insider Alignment 15/20, FRED Macro Regime Fit 6/20, and SEC Balance-Sheet Forensics 19/20. Across 1096 tracked Financials issuers, EVR ranks #81 in composite RQD confidence.
How does EVR compare to IVZ and AMG in the Financials sector?
Within the Financials sector (Investment Managers), EVR carries a Roarable B- (71/100 RQD), trailing P/E of 19.3x, gross margin of —, and ROIC of 30.3%. By comparison, IVZ (Invesco Ltd) holds a D grade (51/100 RQD, P/E N/A, ROIC -3.2%, cap $12.26B) and AMG (Affiliated Managers Group Inc.) posts a B grade (74/100 RQD, P/E 14.4x, ROIC 14.8%, cap $9.87B). Among the 5-stock peer group, AMG leads on earnings multiple (14.4x) while EVR leads on capital efficiency (30.3% ROIC).
What are the biggest fundamental strengths and SEC risk factors for EVR?
Per EVR's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001360901), Evercore Inc. generated $3.88B in revenue (+29.5% YoY), $592.0M in net income, and $1.08B in free cash flow against $5.36B in total assets and $1.37B in total debt. Key quantitative strengths: Strong cash generator (steady margins)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.
Where is EVR trading relative to its 50-day, 200-day, and 52-week technical levels?
EVR last traded at $290.50 (-2.38% on volume of 539,371 shares), positioning the stock +6.76% above its 50-day simple moving average ($272.10) and -7.68% below its 200-day simple moving average ($314.66). Across its 52-week range of $245.47 to $388.71, EVR sits at the 31.4% percentile with a 14-day RSI of 61.5 (BULLISH MOMENTUM) and an implied next-earnings move of ±7.4% ($269.00 to $312.00).
EVR Investor FAQ & Complete 8-Part Research Index
100% OPEN ACCESS • SEC EDGAR × CBOE × FREDWhy is EVR stock moving today?
Why EVR Stock dropped -2.38% Today — RQD Quant Desk Flash. High-quality cash engine (steady margins, 30% return on capital) with steady institutional support.
EVR — Evercore Inc.: What the Facts Mean to a Prospective Investor
Roarable Rating Brief: What This Means to a Prospective Investor
Per the Roarable RQD rating, EVR scores 73 out of 100, a letter grade of B, with the verdict "Roarable Buy — Good Risk/Reward." The five pillars are:
- Fundamental cash engine: 20 / 20. This is the strongest pillar, citing ROIC of 30.3% and an FCF yield of 9.45%. For a prospective investor, this suggests the business generates high returns on invested capital and substantial free cash relative to its market value.
- Whale 13F flow: 12 / 20. Covers institutional accumulation and options positioning. The score is moderate, indicating mixed or partial institutional support in the source data.
- Insider conviction: 19 / 20. Reflects SEC Form 4 and Congressional PTR cluster flow. A high score here indicates insider-trade signals the rating treats as supportive.
- Macro regime fit: 7 / 20. Tied to Beta of 1.15 and sector sensitivity. This is the weakest pillar, implying the stock's returns may amplify broader market moves and carry more sensitivity to the macro environment.
- Forensic balance sheet: 15 / 20. Cites Altman Z of 2.5, Piotroski F of 9/9, and Debt/Equity of 0.5. The Piotroski reading is strong; the Altman reading and leverage profile are more moderate.
Investor implications: the rating's upside case rests on cash generation and capital efficiency, while the valuation tradeoff is that the stock trades at a P/E (TTM) of 19.3 against a forward P/E of 16.2, implying earnings are expected to improve. The principal drag is macro sensitivity (Beta 1.15), so drawdowns in risk-off markets are a relevant consideration. This is an analytical summary, not personalized advice.
Snapshot
Recent Catalysts & News Wire Analysis
- Market wire (Yahoo! Finance Canada, ~1h ago): general market-action and institutional-positioning coverage; flagged YELLOW.
- ChartMill (~3h ago): headline frames EVR as a decent value stock backed by strong fundamentals; flagged YELLOW.
- Yahoo Finance (~6h ago): headline suggests the stock may be undervalued as defense hiring expands focus; flagged YELLOW.
- TradingView (~9h ago): earnings preview indicating a Q3 report due shortly; flagged YELLOW.
- Yahoo Finance (~12h ago): headline suggests the stock may trade below fair value; flagged YELLOW.
- Yahoo Finance (~15h ago): Q2 earnings-outperformer coverage within investment banking and brokerage peers; flagged GREEN as a CATALYST.
Risk watch: headline framing is uniformly valuation-positive, but headlines are summaries, not verified analyst conclusions. Proprietary signals: Not available in source data (the butterfly graph lists none).
Open Questions
- What are EVR's specific business lines, client segments, and revenue mix behind the Investment Managers classification?
- What were FY 2023 cash balance and EPS, and why are EPS values reported as N/A across all periods?
- What is the composition and timing of the insider Form 4 and Congressional PTR cluster flow behind the 19 / 20 insider score?
- What is the analyst consensus and price-target distribution, given that analyst data is absent?
- What drives the 7 / 20 macro regime fit score, and how does sector sensitivity affect EVR relative to the 1.15 Beta?
EVR Live News Feed, Press Releases & Catalyst Wire
Real-time company headlines, analyst actions, and sector developments for Evercore Inc. (EVR) • Click "Debate This Headline" to argue it in the Roar Pit below
Yahoo! Finance Canada report covering Evercore Inc. (EVR) market action, institutional positioning, and fundamental catalysts.
ChartMill report covering Evercore Inc. (EVR) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Evercore Inc. (EVR) market action, institutional positioning, and fundamental catalysts.
TradingView report covering Evercore Inc. (EVR) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Evercore Inc. (EVR) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Evercore Inc. (EVR) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Evercore Inc. (EVR) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Evercore Inc. (EVR) market action, institutional positioning, and fundamental catalysts.
EVR Bull vs. Bear Conversation Board — What's Your Call at $290.50?
🔥 Official Bull vs. Bear Debate: Is EVR (B • RQD 73/100) a Buy at $297.59?
Welcome to the EVR (Evercore Inc.) Roar Pit. Current RQD Composite is 73/100 (Roarable Buy — Good Risk/Reward) in Investment Managers. Bulls point to capital efficiency (30.3% ROIC), while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.
Pump the brakes on EVR — check the valuation vs. margin headwinds
Everyone in here is repeating the bull case on EVR, but look at what you are paying: 19.3x trailing P/E with tightening sector spreads. Unless Evercore Inc. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.
EVR cash flow & RQD setup is being underpriced by the Street here
Looking at the 5-pillar RQD breakdown on EVR, the market is fixating on short-term headline noise in Investment Managers and ignoring the balance sheet and cash flow trajectory. At $297.59 (52-wk range $245.47 - $388.71), any beat on forward guidance forces shorts and underweight funds to chase.