About
Evercore, Inc. operates as a investment banking advisory company. It operates through the Investment Banking and Investment Management business segments. The Investment Banking segment includes the global advisory business of the company through which the firm delivers strategic corporate advisory, capital markets advisory, and institutional equities services. The Investment Management segment comprises wealth management and trust services through Evercore Wealth Management L.L.C. and investment management in Mexico through Evercore Casa de Bolsa, S.A. de C.V., as well as private equity through investments in entities that manage private equity funds. The company was founded by Roger C. Altman in 1995 and is headquartered in New York, NY.
Current Value
$169.281 Year Return
Current Value
$169.281 Year Return
Key Details
Market Cap
$6.95B
P/E Ratio
19.62
1Y Stock Return
-6.99%
1Y Revenue Growth
22.67%
Dividend Yield
1.14%
Price to Book
4.0
Strategies that include EVR
Double maintains 4 strategies that include EVR - Evercore, Inc.
The Top 20% Club
High risk
$1,000
This group of select stocks has achieved top 20% ratings in 1 year Revenue Growth, Free Cash Flow Per Share and 5 Year Return on Invested Capital. This select group of stocks is equally weighted to prevent any mega caps from dominating this Strategy.
Top Sector
Financials
Top Holdings
Bktd. Return
Expense Ratio
0.00%
Holdings
30
Financial Sector
High risk
$13.0K
Double's Financial Sector Strategy invests in financial sector companies, including banks, insurance companies, and financial services firms. Providing exposure to the financial industry's performance, it plays a crucial role in diversified portfolios.
Top Sector
Financials
Top Holdings
Bktd. Return
Expense Ratio
0.00%
Holdings
371
US 1000
Medium risk
$33.0K
This strategy tracks a market-cap-weighted index of the 1000-largest US companies. It offers broad exposure to the US equity market, encompassing a diverse range of sectors and industries. By investing in this fund, you gain access to the performance of large and well-established companies within the US economy.
Top Sector
Information Technology
Top Holdings
Bktd. Return
Expense Ratio
0.00%
Holdings
1000
US Mid Cap
Medium risk
$5.0K
This strategy tracks a market-cap-weighted index of mid-cap US companies. This strategy offers targeted exposure to the growth potential of mid-sized businesses within the US market. With a diversified portfolio of holdings, it provides investors with a comprehensive approach to capturing the mid-cap segment's performance.
Top Sector
Industrials
Top Holdings
Bktd. Return
Expense Ratio
0.00%
Holdings
401
Stock's related to EVR
The stocks that are correlated to EVR - Evercore, Inc. are PIPR, MC, JEF, GS, SF
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
P PIPRPiper Sandler Cos. | 88.15% | $4.08B | +16.54% | 1.15% |
M MCMoelis & Co. | 85.94% | $3.74B | -4.97% | 4.89% |
| 83.69% | $9.88B | +9.65% | 3.10% | |
| 83.01% | $158.89B | +25.84% | 2.42% | |
| 82.87% | $8.92B | +13.13% | 2.12% | |
L LAZLazard, Inc. | 82.05% | $3.47B | -3.81% | 5.49% |
| 81.17% | $10.76B | +18.74% | 1.54% | |
| 80.94% | $1.01B | +14.73% | 1.77% | |
| 79.76% | $5.65B | +5.75% | 4.05% | |
| 78.97% | $174.08B | +16.96% | 3.59% | |
| 78.92% | $6.66B | -0.13% | 1.97% | |
| 78.21% | $8.85B | +16.84% | 3.75% | |
| 77.98% | $15.83B | +6.22% | 4.90% | |
| 77.85% | $7.10B | +12.99% | 1.05% | |
| 77.79% | $13.98B | -17.59% | 3.85% | |
T TPGTPG, Inc. | 77.68% | $4.53B | -4.01% | 4.36% |
| 77.29% | $6.46B | +5.01% | 4.08% | |
| 76.90% | $3.32B | -4.53% | 4.79% | |
K KKRKKR & Co., Inc. | 76.71% | $91.09B | +4.46% | 0.74% |
| 76.08% | $4.35B | -10.97% | 4.25% | |
ETF's related to EVR
The ETFs that are correlated to EVR - Evercore, Inc. are KCE, IAI, FXO, KBWB, IYG
Name | Correlation | AUM | Expense Ratio |
|---|---|---|---|
| 88.77% | $482.13M | 0.35% | |
| 84.66% | $1.34B | 0.4% | |
| 84.14% | $2.17B | 0.62% | |
K KBWBInvesco KBW Bank ETF | 83.50% | $3.70B | 0.35% |
| 82.57% | $1.71B | 0.39% | |
| 81.92% | $3.76B | 0.39% | |
| 81.58% | $20.26B | 0.05% | |
| 81.23% | $1.77B | 0.15% | |
| 81.15% | $12.13B | 0.08% | |
| 81.10% | $2.18B | 0.084% | |
| 80.64% | $7.99B | 0.6% | |
| 80.42% | $3.38B | 0.15% | |
| 80.42% | $1.86B | 0.35% | |
| 80.36% | $1.12B | 0.16% | |
| 80.36% | $16.19B | 0.04% | |
| 80.34% | $1.79B | 0.17% | |
| 80.33% | $14.93B | 0.25% | |
| 80.19% | $666.40M | 0.06% | |
| 80.16% | $9.38B | 0.26% | |
| 80.03% | $5.92B | 0.18% | |
News
SeekingAlpha
Indices in the U.S. and Europe hit records amid optimism over central bank easing, declining inflation, increasing optimism for a soft landing, and China stimulus.
Yahoo
As the U.S. equities market works to extend its rebound rally, with the S&P 500 and Nasdaq showing slight gains, investors remain cautious amid ongoing concerns about tariffs and economic uncertainty. In this environment, identifying undervalued stocks can be a strategic move for investors looking to capitalize on potential discounts in the market.
SeekingAlpha
Evercore has sold off since the election. A closer look suggests that the fundamentals remain strong. Click here to find out why I rate EVR stock a Buy.
Fintel
Evercore (EVR) Price Target Decreased by 10.49% to 298.28
Finnhub
Ralph Schlosstein, chairman emeritus at Evercore , discusses the financial market impact of the Trump administration's tariff policies on Bloomberg The Close....
Yahoo
We recently published a list of 10 Oversold Financial Stocks To Buy Right Now. In this article, we are going to take a look at where Evercore Inc. (NYSE:EVR) stands against other oversold financial stocks to buy right now. On March 7th, Federal Reserve Chairman Jerome Powell indicated that the central bank is in no […]
Disclaimer
Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.
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