25 XP   0   0   10

Evercore Partners Inc
Buy, Hold or Sell?

Let's analyse Evercore together

PenkeI guess you are interested in Evercore Partners Inc. Buy, hold or sell? I don't know! However, I do recommend doing research before doing anything. I will help you with that.

I'm going to help you getting a better view of Evercore Partners Inc. At the end you don't have to ask anyone for trading advice. You can make your own decision, with more confidence, the odds in your favor, backed by data.

You can find me behind Let's Analyse Together in the top-right of each section.

Get notifications about Evercore Partners Inc

I send you an email if I find something interesting about Evercore Partners Inc.

Quick analysis of Evercore (30 sec.)










What can you expect buying and holding a share of Evercore? (30 sec.)

How much money do you get?

How much money do you get?
$3.19
When do you have the money?
1 year
How often do you get paid?
100.0%

What is your share worth?

Current worth
$43.82
Expected worth in 1 year
$45.37
How sure are you?
72.5%

+ What do you gain per year?

Total Gains per Share
$4.73
Return On Investment
2.5%

For what price can you sell your share?

Current Price per Share
$192.59
Expected price per share
$171.53 - $198.99
How sure are you?
50%

1. Valuation of Evercore (5 min.)




Live pricePrice per Share (EOD)

$192.59

Intrinsic Value Per Share

$-150.47 - $297.37

Total Value Per Share

$-106.65 - $341.19

2. Growth of Evercore (5 min.)




Is Evercore growing?

Current yearPrevious yearGrowGrow %
How rich?$1.7b$1.6b$47m2.8%

How much money is Evercore making?

Current yearPrevious yearGrowGrow %
Making money$63.8m$119.1m-$55.2m-86.5%
Net Profit Margin10.4%1,424.0%--

How much money comes from the company's main activities?

3. Financial Health of Evercore (5 min.)




4. Comparing to competitors in the Capital Markets industry (5 min.)




  Industry Rankings (Capital Markets)  


Richest
#68 / 373

Most Revenue
#41 / 373

Most Profit
#63 / 373

Most Efficient
#172 / 373

What can you expect buying and holding a share of Evercore? (5 min.)

Welcome investor! Evercore's management wants to use your money to grow the business. In return you get a share of Evercore.

What can you expect buying and holding a share of Evercore?

First you should know what it really means to hold a share of Evercore. And how you can make/lose money.

Speculation

The Price per Share of Evercore is $192.59. The market price reflects what other people think it is worth; not what it's really worth. Your job is to find out if the market price is fair, overpriced, or underpriced. I will help you with that.

If you buy blind, there is a 50% chance of making or losing money by selling the stock in the future. However, we can look at a few things to determine the odds in our favor:

  • The fundamentals: the financial health trends of Evercore.
  • The technials: based on market psychology, we can make a calculated estimate of what the price will do in the future. We can do this through technical analysis. We can calculate the probabilities and the expected value (millionaire math). That's called speculation.
  • The book value: what is the market price compared to it's book value.

Investing

If you really want to invest in Evercore, you will have to let go of the thought of selling in the future. If you have to sell the share for less than you bought it, it can still be a good investment. Focus on what it means to hold the stock forever:

  • You own a part of the company. The equity of this part can grow or shrink. The current Book Value per Share is $43.82. Based on the TTM, the Book Value Change Per Share is $0.39 per quarter. Based on the YOY, the Book Value Change Per Share is $0.95 per quarter.
  • You may receive quarterly/yearly dividend in the form of additional shares.
  • You may receive quarterly/yearly dividend in the form of cash. Based on the TTM the Dividend per Share is $0.80 per quarter.
Based on historical numbers we can estimate the returns while holding a share of Evercore.

How much money are you going to get?

 MRQTTMYOY5Y10Y
 $% of Price per Share$% of Price per Share$% of Price per Share$% of Price per Share$% of Price per Share
Usd Eps2.031.1%1.590.8%2.901.5%2.501.3%1.670.9%
Usd Book Value Change Per Share2.461.3%0.390.2%0.950.5%1.060.5%0.750.4%
Usd Dividend Per Share0.710.4%0.800.4%0.770.4%0.690.4%0.500.3%
Usd Total Gains Per Share3.161.6%1.180.6%1.720.9%1.750.9%1.240.6%
Usd Price Per Share171.05-136.98-99.07-105.04-85.56-
Price to Earnings Ratio21.02-23.52-8.86-13.34-23.05-
Price-to-Total Gains Ratio54.05-40.66--3.44-40.77-37.75-
Price to Book Ratio3.90-3.31-2.53-3.14-3.54-
Price-to-Total Gains Ratio54.05-40.66--3.44-40.77-37.75-

When do you get the money?

Usd Investment
$.00
Usd Price Per Share192.59
Number of shares5
Gains per QuarterTrailing 12 Months5 Year
Usd Dividend Per Share0.800.69
Usd Book Value Change Per Share0.391.06
Usd Total Gains Per Share1.181.75
Gains per Quarter (5 shares)5.928.73
Gains per Year (5 shares)23.6734.93
YearsReturn on Investment (TTM)Return on Investment (5Y)
 DividendBook Value gainTotal gainsDividendBook Value gainTotal gains
Broker costs---10---10
116814142125
2321538284260
3482362416495
46431865585130
5803911069106165
6964613483127200
71125415896148235
812762182110169270
914370206124191305
1015977230138212340

How sure are you?

Based on the past periods, how sure are you to get value out of your investment.

Linear %
 Trailing 12 Months3Y5 Year10 YearALLTIME
  % % % % %
Earnings Per Share4.00.00.0100.0%12.00.00.0100.0%20.00.00.0100.0%39.01.00.097.5%68.07.00.090.7%
Book Value Change Per Share3.01.00.075.0%8.04.00.066.7%14.06.00.070.0%26.014.00.065.0%53.020.02.070.7%
Dividend per Share4.00.00.0100.0%12.00.00.0100.0%20.00.00.0100.0%40.00.00.0100.0%74.00.01.098.7%
Total Gains per Share3.01.00.075.0%9.03.00.075.0%16.04.00.080.0%29.011.00.072.5%60.014.01.080.0%

Fundamentals of Evercore

About Evercore Partners Inc

Evercore Inc., together with its subsidiaries, operates as an independent investment banking advisory firm in the United States, Europe, Latin America, and internationally. It operates through two segments, Investment Banking & Equities, and Investment Management. The Investment Banking & Equities segment offers strategic advisory services, such as mergers, and acquisitions, strategic, defense, and shareholder advisory, special committee assignments, and real estate strategic advisory; private capital advisory and fundraising, market risk management and hedging, private capital markets and debt advisory, liability management and restructuring, and equity capital markets execution and advisory services; and research, sales, and trading professionals services on a content-led platform to its institutional investor clients. The Investment Management segment provides wealth management services to high-net-worth individuals, foundations, and endowments; and manages financial assets for institutional investors. The company was formerly known as Evercore Partners Inc. and changed its name to Evercore Inc. in August 2017. Evercore Inc. was founded in 1995 and is headquartered in New York, New York.

Fundamental data was last updated by Penke on 2024-03-22 23:28:04.

Financial Health

Profitability Details
 Compared to previous yearCompared to industry
The company is making a huge profit.
Using its assets, the company is less efficient in making profit.
Using its investors money, the company is inefficient in making profit.
Operating Efficiency Details
 Compared to previous yearCompared to industry
The company is operating less efficient.
The company is very efficient in keeping operating costs low.
Liquidity Details
 Compared to previous yearCompared to industry
The company is very able to pay all its short-term debts.
The company is very able to pay all its short-term debts with the most liquid assets.
Solvency Details
 Compared to previous yearCompared to industry
The company is very able to pay all its debts by selling its assets.
The company is able to pay all its debts with equity.

Valuation

Valuation Details
 Compared to previous yearCompared to industry
Based on the equity, the company is fair priced.
Based on the earnings, the company is fair priced.
Based on how much money comes from the company's main activities, the company is cheap.

1.1. Profitability of Evercore Partners Inc.

1.1. Profitability
1.1.1. Net Profit Margin

Measures how much net profit Evercore earns for each $1 of revenue.

  • Above 10% is considered healthy but always compare Evercore to the Capital Markets industry mean.
  • A Net Profit Margin of 10.5% means that $0.10 for each $1 in revenue is generated as profit.

Let's take a look of the Net Profit Margin trends of Evercore Partners Inc:

  • The MRQ is 10.5%. The company is making a huge profit. +2
  • The TTM is 10.4%. The company is making a huge profit. +2
Trends
Current periodCompared to+/- 
MRQ10.5%TTM10.4%+0.1%
TTM10.4%YOY1,424.0%-1,413.5%
TTM10.4%5Y296.8%-286.4%
5Y296.8%10Y153.0%+143.9%
Compared to industry (Capital Markets)
PeriodCompanyIndustry (mean)+/- 
MRQ10.5%10.1%+0.4%
TTM10.4%10.0%+0.4%
YOY1,424.0%14.3%+1,409.7%
5Y296.8%13.2%+283.6%
10Y153.0%12.5%+140.5%
1.1.2. Return on Assets

Shows how efficient Evercore is using its assets to generate profit.

  • Above 5% is considered healthy but always compare Evercore to the Capital Markets industry mean.
  • 2.2% Return on Assets means that Evercore generated $0.02 profit for each $1 in assets.

Let's take a look of the Return on Assets trends of Evercore Partners Inc:

  • The MRQ is 2.2%. Using its assets, the company is less efficient in making profit.
  • The TTM is 2.0%. Using its assets, the company is less efficient in making profit.
Trends
Current periodCompared to+/- 
MRQ2.2%TTM2.0%+0.2%
TTM2.0%YOY3.8%-1.8%
TTM2.0%5Y3.6%-1.6%
5Y3.6%10Y3.0%+0.6%
Compared to industry (Capital Markets)
PeriodCompanyIndustry (mean)+/- 
MRQ2.2%0.3%+1.9%
TTM2.0%0.3%+1.7%
YOY3.8%0.4%+3.4%
5Y3.6%0.4%+3.2%
10Y3.0%0.4%+2.6%
1.1.3. Return on Equity

Shows how efficient Evercore is using its investors money to generate profit.

  • Above 15%-20% is considered healthy but always compare Evercore to the Capital Markets industry mean.
  • 5.2% Return on Equity means Evercore generated $0.05 for each $1 the owners (shareholders) invested.

Let's take a look of the Return on Equity trends of Evercore Partners Inc:

  • The MRQ is 5.2%. Using its investors money, the company is less efficient in making profit.
  • The TTM is 4.4%. Using its investors money, the company is inefficient in making profit. -1
Trends
Current periodCompared to+/- 
MRQ5.2%TTM4.4%+0.9%
TTM4.4%YOY8.3%-3.9%
TTM4.4%5Y9.0%-4.7%
5Y9.0%10Y7.8%+1.3%
Compared to industry (Capital Markets)
PeriodCompanyIndustry (mean)+/- 
MRQ5.2%1.4%+3.8%
TTM4.4%1.5%+2.9%
YOY8.3%2.0%+6.3%
5Y9.0%1.9%+7.1%
10Y7.8%2.0%+5.8%

1.2. Operating Efficiency of Evercore Partners Inc.

1.2. Operating Efficiency
1.2.1. Operating Margin

Measures how efficient Evercore is operating .

  • Measures how much profit Evercore makes for each $1 of sales after paying variable costs (production costs, wages, etc) but before taxes.
  • Above 15% is considered healthy but always compare Evercore to the Capital Markets industry mean.
  • An Operating Margin of 15.5% means the company generated $0.15  for each $1 in revenue (before taxes).

Let's take a look of the Operating Margin trends of Evercore Partners Inc:

  • The MRQ is 15.5%. The company is operating efficient. +1
  • The TTM is 14.3%. The company is operating less efficient.
Trends
Current periodCompared to+/- 
MRQ15.5%TTM14.3%+1.2%
TTM14.3%YOY1,779.4%-1,765.1%
TTM14.3%5Y372.7%-358.5%
5Y372.7%10Y195.5%+177.2%
Compared to industry (Capital Markets)
PeriodCompanyIndustry (mean)+/- 
MRQ15.5%15.5%0.0%
TTM14.3%12.3%+2.0%
YOY1,779.4%16.4%+1,763.0%
5Y372.7%8.3%+364.4%
10Y195.5%8.9%+186.6%
1.2.2. Operating Ratio

Measures how efficient Evercore is keeping operating costs low.

  • Below 1 is considered healthy (always compare to Capital Markets industry mean).
  • An Operation Ratio of 0.85 means that the operating costs are $0.85 for each $1 in net sales.

Let's take a look of the Operating Ratio trends of Evercore Partners Inc:

  • The MRQ is 0.845. The company is less efficient in keeping operating costs low.
  • The TTM is 0.333. The company is very efficient in keeping operating costs low. +2
Trends
Current periodCompared to+/- 
MRQ0.845TTM0.333+0.513
TTM0.333YOY59.054-58.722
TTM0.3335Y12.190-11.857
5Y12.19010Y6.387+5.802
Compared to industry (Capital Markets)
PeriodCompanyIndustry (mean)+/- 
MRQ0.8451.082-0.237
TTM0.3330.996-0.663
YOY59.0540.964+58.090
5Y12.1900.918+11.272
10Y6.3870.879+5.508

1.3. Liquidity of Evercore Partners Inc.

1.3. Liquidity
1.3.1. Current Ratio

Measures if Evercore is able to pay off Short-term Debt.

  • Above 1.5 is considered healthy (always compare to Capital Markets industry mean).
  • A Current Ratio of 2.86 means the company has $2.86 in assets for each $1 in short-term debts.

Let's take a look of the Current Ratio trends of Evercore Partners Inc:

  • The MRQ is 2.863. The company is able to pay all its short-term debts. +1
  • The TTM is 3.399. The company is very able to pay all its short-term debts. +2
Trends
Current periodCompared to+/- 
MRQ2.863TTM3.399-0.536
TTM3.399YOY20.574-17.175
TTM3.3995Y13.688-10.289
5Y13.68810Y15.556-1.868
Compared to industry (Capital Markets)
PeriodCompanyIndustry (mean)+/- 
MRQ2.8632.118+0.745
TTM3.3991.674+1.725
YOY20.5741.871+18.703
5Y13.6882.053+11.635
10Y15.5562.044+13.512
1.3.2. Quick Ratio

Measures if Evercore is able to pay off Short-term Debt but only using the most liquid assets.

  • Above 1 is considered healthy but always compare Evercore to the Capital Markets industry mean.
  • A Quick Ratio of 4.36 means the company can pay off $4.36 for each $1 in debt (using most liquid assets).

Let's take a look of the Quick Ratio trends of Evercore Partners Inc:

  • The MRQ is 4.360. The company is very able to pay all its short-term debts with the most liquid assets. +2
  • The TTM is 6.461. The company is very able to pay all its short-term debts with the most liquid assets. +2
Trends
Current periodCompared to+/- 
MRQ4.360TTM6.461-2.101
TTM6.461YOY35.646-29.186
TTM6.4615Y21.987-15.527
5Y21.98710Y20.991+0.996
Compared to industry (Capital Markets)
PeriodCompanyIndustry (mean)+/- 
MRQ4.3601.502+2.858
TTM6.4611.260+5.201
YOY35.6461.311+34.335
5Y21.9871.672+20.315
10Y20.9911.590+19.401

1.4. Solvency of Evercore Partners Inc.

1.3. Liquidity
1.4.1. Debt to Asset Ratio

Measures how much % of Evercore assets are financed with debt.

  • Below 1 (100%) is considered healthy but always compare Evercore to Capital Markets industry mean.
  • A Debt to Asset Ratio of 0.53 means that Evercore assets are financed with 53.2% credit (debt) and the remaining percentage (100% - 53.2%) is financed by its owners/shareholders. 

Let's take a look of the Debt to Asset Ratio trends of Evercore Partners Inc:

  • The MRQ is 0.532. The company is able to pay all its debts by selling its assets. +1
  • The TTM is 0.481. The company is very able to pay all its debts by selling its assets. +2
Trends
Current periodCompared to+/- 
MRQ0.532TTM0.481+0.052
TTM0.481YOY0.494-0.013
TTM0.4815Y0.512-0.031
5Y0.51210Y0.504+0.008
Compared to industry (Capital Markets)
PeriodCompanyIndustry (mean)+/- 
MRQ0.5320.631-0.099
TTM0.4810.616-0.135
YOY0.4940.621-0.127
5Y0.5120.608-0.096
10Y0.5040.590-0.086
1.4.2. Debt to Equity Ratio

Measures if Evercore is able to pay off its debts by using shareholders equity.

  • Below 2 is considered healthy but always compare Evercore to the Capital Markets industry mean.
  • A Debt to Equity ratio of 128.7% means that company has $1.29 debt for each $1 in shareholders equity.

Let's take a look of the Debt to Equity Ratio trends of Evercore Partners Inc:

  • The MRQ is 1.287. The company is able to pay all its debts with equity. +1
  • The TTM is 1.064. The company is able to pay all its debts with equity. +1
Trends
Current periodCompared to+/- 
MRQ1.287TTM1.064+0.223
TTM1.064YOY1.100-0.036
TTM1.0645Y1.291-0.227
5Y1.29110Y1.334-0.043
Compared to industry (Capital Markets)
PeriodCompanyIndustry (mean)+/- 
MRQ1.2871.638-0.351
TTM1.0641.549-0.485
YOY1.1001.573-0.473
5Y1.2911.517-0.226
10Y1.3341.664-0.330

2. Market Valuation of Evercore Partners Inc

2.1. Earnings Per Share
2.1. Price to Earnings Ratio

Measures how much money you pay for each share for every $1 in earnings Evercore generates.

  • Above 15 is considered overpriced but always compare Evercore to the Capital Markets industry mean.
  • A PE ratio of 21.02 means the investor is paying $21.02 for every $1 in earnings.

Let's take a look of the Price to Earnings Ratio trends of Evercore Partners Inc:

  • The EOD is 23.669. Based on the earnings, the company is fair priced.
  • The MRQ is 21.022. Based on the earnings, the company is fair priced.
  • The TTM is 23.520. Based on the earnings, the company is fair priced.
Trends
Current periodCompared to+/- 
EOD23.669MRQ21.022+2.647
MRQ21.022TTM23.520-2.498
TTM23.520YOY8.861+14.659
TTM23.5205Y13.338+10.182
5Y13.33810Y23.055-9.716
Compared to industry (Capital Markets)
PeriodCompanyIndustry (mean)+/- 
EOD23.6697.690+15.979
MRQ21.0227.099+13.923
TTM23.5206.434+17.086
YOY8.8619.106-0.245
5Y13.33810.214+3.124
10Y23.05511.445+11.610
2.2. Price To Free Cash Flow Ratio

Let's take a look of the Price To Free Cash Flow Ratio trends of Evercore Partners Inc:

  • The EOD is 4.767. Based on how much money comes from the company's main activities, the company is cheap. +2
  • The MRQ is 4.234. Based on how much money comes from the company's main activities, the company is cheap. +2
  • The TTM is 3.504. Based on how much money comes from the company's main activities, the company is cheap. +2
Trends
Current periodCompared to+/- 
EOD4.767MRQ4.234+0.533
MRQ4.234TTM3.504+0.730
TTM3.504YOY1.589+1.915
TTM3.5045Y1.907+1.597
5Y1.90710Y1.482+0.425
Compared to industry (Capital Markets)
PeriodCompanyIndustry (mean)+/- 
EOD4.767-0.539+5.306
MRQ4.234-0.524+4.758
TTM3.504-0.185+3.689
YOY1.5890.028+1.561
5Y1.907-0.489+2.396
10Y1.482-0.228+1.710
2. Book Value per Share
2.3. Price to Book Ratio

Measures if the stock price of Evercore is to cheap or to expensive compared to its book value.

  • At or below 1 is considered healthy (always compare to Capital Markets industry mean).
  • A PB ratio of 3.90 means the investor is paying $3.90 for each $1 in book value.

Let's take a look of the Price to Book Ratio trends of Evercore Partners Inc:

  • The EOD is 4.395. Based on the equity, the company is fair priced.
  • The MRQ is 3.904. Based on the equity, the company is fair priced.
  • The TTM is 3.309. Based on the equity, the company is fair priced.
Trends
Current periodCompared to+/- 
EOD4.395MRQ3.904+0.492
MRQ3.904TTM3.309+0.594
TTM3.309YOY2.534+0.775
TTM3.3095Y3.141+0.168
5Y3.14110Y3.544-0.403
Compared to industry (Capital Markets)
PeriodCompanyIndustry (mean)+/- 
EOD4.3951.028+3.367
MRQ3.9040.968+2.936
TTM3.3090.953+2.356
YOY2.5341.153+1.381
5Y3.1411.296+1.845
10Y3.5441.459+2.085
2. Total Gains per Share

3. Holders & Insider Transactions

Let's take a look at which institutions, funds and insiders are holding shares of Evercore Partners Inc.

3.1. Institutions holding Evercore Partners Inc

Institutions are holding 87.768% of the shares of Evercore Partners Inc.

DateNameTotal SharesTotal AssetsCurrent SharesChange%
2023-12-31Vanguard Group Inc9.55260.01383694904-120495-3.1581
2023-12-31BlackRock Inc8.25070.01393191340228200.7202
2023-12-31Boston Partners Global Investors, Inc4.28780.3761165848816537511.0759
2023-12-31Millennium Management LLC3.43140.0982132725129169828.1683
2023-12-31JPMorgan Chase & Co3.33920.02121291572-93653-6.7609
2023-12-31Massachusetts Financial Services Company2.73670.05851058525-12390-1.157
2023-12-31State Street Corporation2.73080.00881056240116631.1165
2023-12-31Dimensional Fund Advisors, Inc.2.22040.0429858837-39545-4.4018
2023-12-31Amvescap Plc.2.0310.03278557912837219.533
2023-12-31Fuller & Thaler Asset Management Inc1.85810.6228718684-3879-0.5368
2023-12-31Morgan Stanley - Brokerage Accounts1.70540.0099659642-40214-5.746
2023-12-31PRIMECAP Management Company1.69830.08965688000
2023-12-31Geode Capital Management, LLC1.55110.0107599962133432.2746
2023-12-31American Century Companies Inc1.4020.0638542267382597.591
2023-12-31Bank of New York Mellon Corp1.240.0166479644-28404-5.5908
2023-12-31Bahl & Gaynor Inc.1.14090.4539441298-78924-15.1712
2023-12-31Channing Capital Management, LLC1.07962.10774175711430.0343
2023-12-31NORGES BANK1.01610.01183930403816510.7545
2023-12-31Hotchkis & Wiley Capital Management LLC0.96040.2262371495-223878-37.603
2023-12-31Balyasny Asset Management LLC0.94680.1176366229233472175.8642
Total 53.17934.395420569448+301928+1.5%

3.2. Funds holding Evercore Partners Inc

DateNameTotal SharesTotal AssetsCurrent SharesChange%
2024-02-29Vanguard Total Stock Mkt Idx Inv2.76540.01291069643-2244-0.2094
2024-02-29iShares Core S&P Mid-Cap ETF2.72780.24491055100-3069-0.29
2024-01-31JHancock Disciplined Value Mid Cap I2.41360.766933570-12441-1.3151
2024-02-29Vanguard Small Cap Index2.25970.116387404881960.9466
2024-01-31MFS Mid Cap Value A2.12020.89482007300
2023-12-31MFS Mid Cap Value Equity2.12020.866820073-14291-1.7128
2023-12-31FullerThaler Behavioral Small-Cap Equity1.75481.4598678742-2700-0.3962
2023-12-31FullerThaler Behavioral Sm-Cp Eq R61.75481.4602678742-2700-0.3962
2024-02-29Vanguard Small Cap Value Index Inv1.54210.209859645931010.5226
2023-12-31Vanguard PRIMECAP Core Inv1.51540.828558613000
2024-02-29Vanguard Institutional Extnd Mkt Idx Tr1.3250.09451251828960.5683
2023-12-31JPM US Small Cap Core-Composite1.03691.2608401057-79514-16.5457
2024-01-31Invesco Discovery A0.99821.7074386093104972.7948
2023-12-31Invesco OFI Small Cap Growth0.9711.66493755964247912.752
2024-01-31JPMorgan Small Cap Equity A0.96181.2518372038-29019-7.2356
2023-12-31Scout Mid Cap Equity0.7811.5408302086177376.2378
2023-12-31Carillon Scout Mid Cap I0.7811.5456302086177376.2378
2024-01-31SRH Total Return Fund0.77562.985130000000
2024-02-29SPDR® S&P MIDCAP 400 ETF Trust0.71570.246327682510440.3786
2024-01-31DFA US Small Cap I0.68520.309126504400
Total 30.005419.464211605923-42291-0.4%

3.3. Insider Transactions

Insiders are holding 7.987% of the shares of Evercore Partners Inc.

DateOwnerTypeAmountPricePost Transaction AmountLink
2024-02-13Timothy Gilbert LalondeSELL3337178.74
2024-02-08Jason KlurfeldSELL5877173.21
2024-02-07Paul PensaSELL1540170.38
2024-02-01Timothy Gilbert LalondeSELL2500173.51
2023-12-05Richard I BeattieSELL6522151.31
2023-08-14Pamela G CarltonSELL592136.69
2023-05-31Timothy Gilbert LalondeSELL2500108.88

4. Summary

4.1. Key Performance Indicators

The key performance indicators of Evercore Partners Inc compared to the Most Recent Quarter (MRQ).

 End of day+/-Most Recent QuarterTrailing 12 Months+/-Year-Over-Year+/-5 Year+/-10 Year+/-
Book Value Change Per Share--2.4570.387+535%0.950+159%1.059+132%0.746+229%
Book Value Per Share--43.81841.207+6%39.128+12%33.467+31%25.044+75%
Current Ratio--2.8633.399-16%20.574-86%13.688-79%15.556-82%
Debt To Asset Ratio--0.5320.481+11%0.494+8%0.512+4%0.504+6%
Debt To Equity Ratio--1.2871.064+21%1.100+17%1.2910%1.334-4%
Dividend Per Share--0.7080.797-11%0.774-8%0.688+3%0.498+42%
Eps--2.0341.587+28%2.897-30%2.505-19%1.667+22%
Free Cash Flow Per Share--10.1002.719+271%3.176+218%4.366+131%3.466+191%
Free Cash Flow To Equity Per Share--8.954-0.747+108%-1.279+114%1.023+775%0.938+854%
Gross Profit Margin--1.0001.0000%1.0000%1.0000%1.0000%
Intrinsic Value_10Y_max--297.368--------
Intrinsic Value_10Y_min---150.469--------
Intrinsic Value_1Y_max--20.175--------
Intrinsic Value_1Y_min--9.006--------
Intrinsic Value_3Y_max--67.951--------
Intrinsic Value_3Y_min--6.359--------
Intrinsic Value_5Y_max--124.570--------
Intrinsic Value_5Y_min---18.953--------
Market Cap7449265646.000+7%6958142950.0005498699672.500+27%4069834117.500+71%4411147080.500+58%3653681678.750+90%
Net Profit Margin--0.1050.104+1%14.240-99%2.968-96%1.530-93%
Operating Margin--0.1550.143+8%17.794-99%3.727-96%1.955-92%
Operating Ratio--0.8450.333+154%59.054-99%12.190-93%6.387-87%
Pb Ratio4.395+11%3.9043.309+18%2.534+54%3.141+24%3.544+10%
Pe Ratio23.669+11%21.02223.520-11%8.861+137%13.338+58%23.055-9%
Price Per Share192.590+11%171.050136.975+25%99.065+73%105.035+63%85.561+100%
Price To Free Cash Flow Ratio4.767+11%4.2343.504+21%1.589+167%1.907+122%1.482+186%
Price To Total Gains Ratio60.852+11%54.04640.662+33%-3.440+106%40.766+33%37.750+43%
Quick Ratio--4.3606.461-33%35.646-88%21.987-80%20.991-79%
Return On Assets--0.0220.020+8%0.038-42%0.036-39%0.030-27%
Return On Equity--0.0520.044+20%0.083-37%0.090-42%0.078-32%
Total Gains Per Share--3.1651.183+167%1.724+84%1.746+81%1.244+154%
Usd Book Value--1782490000.0001652687250.000+8%1605659000.000+11%1400865100.000+27%1063690175.000+68%
Usd Book Value Change Per Share--2.4570.387+535%0.950+159%1.059+132%0.746+229%
Usd Book Value Per Share--43.81841.207+6%39.128+12%33.467+31%25.044+75%
Usd Dividend Per Share--0.7080.797-11%0.774-8%0.688+3%0.498+42%
Usd Eps--2.0341.587+28%2.897-30%2.505-19%1.667+22%
Usd Free Cash Flow--410853000.000108654750.000+278%127047250.000+223%182932850.000+125%147523250.000+179%
Usd Free Cash Flow Per Share--10.1002.719+271%3.176+218%4.366+131%3.466+191%
Usd Free Cash Flow To Equity Per Share--8.954-0.747+108%-1.279+114%1.023+775%0.938+854%
Usd Market Cap7449265646.000+7%6958142950.0005498699672.500+27%4069834117.500+71%4411147080.500+58%3653681678.750+90%
Usd Price Per Share192.590+11%171.050136.975+25%99.065+73%105.035+63%85.561+100%
Usd Profit--82748000.00063869750.000+30%119130000.000-31%106006250.000-22%71502100.000+16%
Usd Revenue--788348000.000607532500.000+30%510497750.000+54%601711150.000+31%484561500.000+63%
Usd Total Gains Per Share--3.1651.183+167%1.724+84%1.746+81%1.244+154%
 EOD+4 -4MRQTTM+25 -10YOY+18 -175Y+21 -1410Y+25 -10

4.2. Fundamental Score

Let's check the fundamental score of Evercore Partners Inc based on Penke's default stock scanner.

Penke's Stock Scanner

  
  
IndicatorConditionValue
Price to Earnings Ratio (EOD)Between0-1523.669
Price to Book Ratio (EOD)Between0-14.395
Net Profit Margin (MRQ)Greater than00.105
Operating Margin (MRQ)Greater than00.155
Quick Ratio (MRQ)Greater than14.360
Current Ratio (MRQ)Greater than12.863
Debt to Asset Ratio (MRQ)Less than10.532
Debt to Equity Ratio (MRQ)Less than11.287
Return on Equity (MRQ)Greater than0.150.052
Return on Assets (MRQ)Greater than0.050.022
Total5/10 (50.0%)

4.3. Technical Score

Let's check the technical score of Evercore Partners Inc based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5056.854
Ma 20Greater thanMa 50191.970
Ma 50Greater thanMa 100183.813
Ma 100Greater thanMa 200169.990
OpenGreater thanClose193.170
Total5/5 (100.0%)



Reversals in quarterly reports

I have detected a reversal (positive to negative, negative to positive) in the following values of the quarterly reports.

 2022-12-312023-03-312023-06-302023-09-302023-12-31
Reconciled Depreciation  6,941-3686,573-6215,952-1045,848-10,521-4,673
Total Other Income Expense Net 8,067-3,3754,6922644,9561,6696,625-8,825-2,200



Latest Balance Sheet

Balance Sheet of 2023-12-31. Currency in USD. All numbers in thousands.

Summary
Total Assets3,811,276
Total Liabilities2,028,786
Total Stockholder Equity1,576,934
 As reported
Total Liabilities 2,028,786
Total Stockholder Equity+ 1,576,934
Total Assets = 3,811,276

Assets

Total Assets3,811,276
Total Current Assets2,605,217
Long-term Assets1,098,081
Total Current Assets
Cash And Cash Equivalents 596,878
Short-term Investments 1,436,883
Net Receivables 496,886
Total Current Assets  (as reported)2,605,217
Total Current Assets  (calculated)2,530,647
+/- 74,570
Long-term Assets
Property Plant Equipment 516,068
Goodwill 125,493
Long Term Investments 1,425,446
Long-term Assets Other 30,703
Long-term Assets  (as reported)1,098,081
Long-term Assets  (calculated)2,097,710
+/- 999,629

Liabilities & Shareholders' Equity

Total Current Liabilities910,059
Long-term Liabilities373,900
Total Stockholder Equity1,576,934
Total Current Liabilities
Short-term Debt 36,259
Accounts payable 873,800
Other Current Liabilities -3,524
Total Current Liabilities  (as reported)910,059
Total Current Liabilities  (calculated)906,535
+/- 3,524
Long-term Liabilities
Capital Lease Obligations Min Short Term Debt434,247
Long-term Liabilities  (as reported)373,900
Long-term Liabilities  (calculated)434,247
+/- 60,347
Total Stockholder Equity
Common Stock821
Retained Earnings 1,892,656
Accumulated Other Comprehensive Income -26,538
Other Stockholders Equity -290,005
Total Stockholder Equity (as reported)1,576,934
Total Stockholder Equity (calculated)1,576,934
+/-0
Other
Capital Stock821
Cash and Short Term Investments 2,033,761
Common Stock Shares Outstanding 40,679
Current Deferred Revenue3,524
Liabilities and Stockholders Equity 3,811,276
Net Debt 247,513
Net Invested Capital 1,950,819
Net Working Capital 1,695,158
Property Plant and Equipment Gross 728,997
Short Long Term Debt Total 844,391



Balance Sheet

Currency in USD. All numbers in thousands.

 Trend2023-12-312023-09-302023-06-302023-03-312022-12-312022-09-302022-06-302022-03-312021-12-312021-09-302021-06-302021-03-312020-12-312020-09-302020-06-302020-03-312019-12-312019-09-302019-06-302019-03-312018-12-312018-09-302018-06-302018-03-312017-12-312017-09-302017-06-302017-03-312016-12-312016-09-302016-06-302016-03-312015-12-312015-09-302015-06-302015-03-312014-12-312014-09-302014-06-302014-03-312013-12-312013-09-302013-06-302013-03-312012-12-312012-09-302012-06-302012-03-312011-12-312011-09-302011-06-302011-03-312010-12-312010-09-302010-06-302010-03-312009-12-312009-09-302009-06-302009-03-312008-12-312008-09-302008-06-302008-03-312007-12-312007-09-302007-06-302007-03-312006-12-312006-09-302006-06-302006-03-312005-12-312005-06-302004-12-31
> Total Assets 
71,681
0
81,412
73,476
83,902
485,300
301,500
301,500
470,992
721,176
689,096
667,880
747,339
837,705
738,940
742,435
743,700
807,667
891,160
850,962
890,570
1,080,468
898,085
900,747
1,041,798
1,069,825
1,043,592
942,117
973,858
1,028,764
1,145,218
976,489
1,032,963
1,103,341
1,180,783
1,044,917
1,147,897
1,223,751
1,446,556
1,289,209
1,299,547
1,330,389
1,479,171
1,284,677
1,306,650
1,461,630
1,662,346
1,432,762
1,451,286
1,561,035
1,584,886
1,417,653
1,612,524
1,705,607
2,125,667
1,844,937
1,939,749
2,211,103
2,598,613
2,221,552
2,499,589
2,645,458
3,370,888
2,725,913
2,947,448
3,271,888
3,802,657
2,938,364
3,011,488
3,151,269
3,620,923
2,750,472
3,051,444
3,225,798
3,811,276
3,811,2763,225,7983,051,4442,750,4723,620,9233,151,2693,011,4882,938,3643,802,6573,271,8882,947,4482,725,9133,370,8882,645,4582,499,5892,221,5522,598,6132,211,1031,939,7491,844,9372,125,6671,705,6071,612,5241,417,6531,584,8861,561,0351,451,2861,432,7621,662,3461,461,6301,306,6501,284,6771,479,1711,330,3891,299,5471,289,2091,446,5561,223,7511,147,8971,044,9171,180,7831,103,3411,032,963976,4891,145,2181,028,764973,858942,1171,043,5921,069,8251,041,798900,747898,0851,080,468890,570850,962891,160807,667743,700742,435738,940837,705747,339667,880689,096721,176470,992301,500301,500485,30083,90273,47681,412071,681
   > Total Current Assets 
0
0
0
0
36,777
432,200
221,800
221,800
174,268
205,660
246,898
149,852
184,183
309,541
201,938
158,091
191,050
231,885
236,477
195,442
182,465
209,950
194,427
169,960
293,688
317,024
242,758
164,730
211,330
240,546
353,695
225,265
270,789
310,777
391,033
224,647
302,876
354,673
505,767
371,320
391,924
459,650
645,450
457,451
454,306
611,695
804,080
570,336
606,885
779,426
940,169
747,948
948,954
992,408
1,428,128
931,034
927,957
1,251,145
1,167,375
1,118,400
1,448,636
1,558,394
1,221,537
1,663,469
1,852,689
2,168,340
1,096,411
1,888,941
1,919,203
2,112,970
1,193,335
1,814,937
1,978,527
492,590
2,605,217
2,605,217492,5901,978,5271,814,9371,193,3352,112,9701,919,2031,888,9411,096,4112,168,3401,852,6891,663,4691,221,5371,558,3941,448,6361,118,4001,167,3751,251,145927,957931,0341,428,128992,408948,954747,948940,169779,426606,885570,336804,080611,695454,306457,451645,450459,650391,924371,320505,767354,673302,876224,647391,033310,777270,789225,265353,695240,546211,330164,730242,758317,024293,688169,960194,427209,950182,465195,442236,477231,885191,050158,091201,938309,541184,183149,852246,898205,660174,268221,800221,800432,20036,7770000
       Cash And Cash Equivalents 
37,379
0
37,855
0
14,838
58,900
65,400
65,400
144,587
184,949
193,475
124,569
155,102
284,355
175,902
117,497
166,856
183,623
206,682
156,797
144,825
168,541
141,337
103,575
204,449
243,926
182,905
101,202
150,668
162,341
259,431
137,034
147,435
243,798
298,453
124,064
193,096
239,069
352,160
225,781
250,079
278,145
448,764
291,523
247,270
446,029
558,524
351,260
410,212
439,855
609,587
407,729
403,929
425,152
790,590
338,343
374,321
304,718
848,604
584,598
1,015,723
1,149,291
829,598
410,848
442,187
478,819
719,535
454,768
444,306
473,066
786,290
579,190
520,631
492,590
596,878
596,878492,590520,631579,190786,290473,066444,306454,768719,535478,819442,187410,848829,5981,149,2911,015,723584,598848,604304,718374,321338,343790,590425,152403,929407,729609,587439,855410,212351,260558,524446,029247,270291,523448,764278,145250,079225,781352,160239,069193,096124,064298,453243,798147,435137,034259,431162,341150,668101,202182,905243,926204,449103,575141,337168,541144,825156,797206,682183,623166,856117,497175,902284,355155,102124,569193,475184,949144,58765,40065,40058,90014,838037,855037,379
       Short-term Investments 
840
0
1,519
0
0
78,700
20,500
20,500
145,955
367,235
285,702
355,311
405,492
365,623
103,480
101,137
104,182
104,347
141,067
120,140
77,780
73,830
92,830
70,552
73,456
62,758
81,288
47,221
47,076
42,838
36,545
34,407
36,392
41,043
43,407
42,601
36,298
30,751
37,985
32,422
32,164
42,403
43,787
46,865
68,726
66,478
66,487
62,829
59,394
115,752
128,559
96,350
249,929
311,128
304,627
213,483
217,049
620,100
637,512
261,660
99,727
100,846
1,060,836
873,117
1,062,916
1,269,961
1,784,639
1,096,774
1,135,700
1,313,001
1,432,716
803,142
962,121
1,137,620
1,436,883
1,436,8831,137,620962,121803,1421,432,7161,313,0011,135,7001,096,7741,784,6391,269,9611,062,916873,1171,060,836100,84699,727261,660637,512620,100217,049213,483304,627311,128249,92996,350128,559115,75259,39462,82966,48766,47868,72646,86543,78742,40332,16432,42237,98530,75136,29842,60143,40741,04336,39234,40736,54542,83847,07647,22181,28862,75873,45670,55292,83073,83077,780120,140141,067104,347104,182101,137103,480365,623405,492355,311285,702367,235145,95520,50020,50078,700001,5190840
       Net Receivables 
0
0
0
0
21,939
15,100
57,900
57,900
29,681
20,711
53,423
25,283
29,081
25,186
26,036
40,594
24,194
48,262
29,795
38,645
37,640
41,409
53,090
66,385
89,239
73,098
59,853
63,528
60,662
78,205
94,264
88,231
123,354
66,979
92,580
100,583
109,780
115,604
153,607
145,539
141,845
181,505
196,686
165,928
207,036
165,666
245,556
219,076
196,673
223,819
202,023
243,869
295,096
256,128
332,911
379,208
336,587
326,327
318,771
272,142
333,186
308,257
391,939
379,504
347,586
419,560
376,876
337,399
339,197
326,903
407,045
416,242
440,276
467,952
496,886
496,886467,952440,276416,242407,045326,903339,197337,399376,876419,560347,586379,504391,939308,257333,186272,142318,771326,327336,587379,208332,911256,128295,096243,869202,023223,819196,673219,076245,556165,666207,036165,928196,686181,505141,845145,539153,607115,604109,780100,58392,58066,979123,35488,23194,26478,20560,66263,52859,85373,09889,23966,38553,09041,40937,64038,64529,79548,26224,19440,59426,03625,18629,08125,28353,42320,71129,68157,90057,90015,10021,9390000
       Inventory 
0
0
0
0
-264,926
0
4,216
-109,720
-164,047
-385,333
-101,090
-385,898
-426,065
-385,419
-303,338
-347,033
-288,026
-277,615
-324,424
-327,341
-297,044
-420,089
-197,157
-246,733
-211,692
-192,733
-169,607
-172,031
-162,223
-172,384
-141,673
-103,007
-110,305
-134,944
-112,652
-137,819
-143,835
-172,839
-156,531
-154,229
-142,296
-113,422
-81,416
-70,132
-74,648
-68,964
-70,100
-75,722
-105,053
-100,949
-77,066
-81,782
-69,070
-118,277
-77,325
-79,509
-155,316
-96,908
-760,259
-131,854
-90,149
-109,694
-115,824
-101,745
-127,520
-152,982
-83,741
-114,875
-178,015
-131,722
-225,484
-20,673
-18,889
-26,423
0
0-26,423-18,889-20,673-225,484-131,722-178,015-114,875-83,741-152,982-127,520-101,745-115,824-109,694-90,149-131,854-760,259-96,908-155,316-79,509-77,325-118,277-69,070-81,782-77,066-100,949-105,053-75,722-70,100-68,964-74,648-70,132-81,416-113,422-142,296-154,229-156,531-172,839-143,835-137,819-112,652-134,944-110,305-103,007-141,673-172,384-162,223-172,031-169,607-192,733-211,692-246,733-197,157-420,089-297,044-327,341-324,424-277,615-288,026-347,033-303,338-385,419-426,065-385,898-101,090-385,333-164,047-109,7204,2160-264,9260000
   > Long-term Assets 
0
0
0
0
32,996
53,100
0
79,700
90,890
87,404
85,072
86,992
84,687
89,892
174,627
169,532
189,133
185,965
225,206
225,726
303,860
311,030
356,633
334,960
340,647
365,524
430,413
405,012
399,327
396,673
401,300
394,456
394,567
396,172
401,328
392,137
409,669
407,079
494,875
466,559
469,857
453,289
425,889
419,753
435,868
430,412
425,102
426,199
375,508
438,414
449,273
417,128
553,989
615,006
618,105
726,482
725,699
1,136,946
958,488
877,155
712,849
738,019
1,696,671
1,502,026
1,684,324
1,874,899
2,259,097
1,676,687
1,694,790
1,862,052
1,856,987
935,535
1,072,917
653,470
1,098,081
1,098,081653,4701,072,917935,5351,856,9871,862,0521,694,7901,676,6872,259,0971,874,8991,684,3241,502,0261,696,671738,019712,849877,155958,4881,136,946725,699726,482618,105615,006553,989417,128449,273438,414375,508426,199425,102430,412435,868419,753425,889453,289469,857466,559494,875407,079409,669392,137401,328396,172394,567394,456401,300396,673399,327405,012430,413365,524340,647334,960356,633311,030303,860225,726225,206185,965189,133169,532174,62789,89284,68786,99285,07287,40490,89079,700053,10032,9960000
       Property Plant Equipment 
1,893
0
2,263
2,153
2,900
4,100
4,373
4,400
8,021
9,240
10,105
9,698
8,603
8,256
8,145
7,985
7,941
7,703
8,217
7,780
7,575
10,359
14,923
14,586
14,605
14,974
21,437
27,223
28,235
28,949
29,777
28,282
27,855
27,638
27,832
27,509
30,817
32,287
42,527
41,425
45,163
47,813
47,980
47,540
45,049
46,036
51,651
56,059
62,656
67,599
68,593
68,433
66,830
68,825
81,069
279,929
281,751
296,012
326,787
402,065
406,917
427,836
419,330
412,710
415,629
405,572
411,918
404,688
392,603
385,863
380,829
388,806
518,210
529,926
516,068
516,068529,926518,210388,806380,829385,863392,603404,688411,918405,572415,629412,710419,330427,836406,917402,065326,787296,012281,751279,92981,06968,82566,83068,43368,59367,59962,65656,05951,65146,03645,04947,54047,98047,81345,16341,42542,52732,28730,81727,50927,83227,63827,85528,28229,77728,94928,23527,22321,43714,97414,60514,58614,92310,3597,5757,7808,2177,7037,9417,9858,1458,2568,6039,69810,1059,2408,0214,4004,3734,1002,9002,1532,26301,893
       Goodwill 
0
0
0
0
0
31,000
38,000
38,000
41,798
41,798
42,044
42,044
42,044
42,044
32,750
31,529
49,690
48,726
49,764
51,522
131,597
138,994
139,031
140,462
140,777
176,937
177,849
181,753
180,415
182,227
188,684
189,440
189,033
188,006
189,274
190,410
193,389
192,889
218,232
215,594
217,684
192,907
166,461
162,624
164,701
163,835
160,961
164,786
131,915
133,911
134,231
136,925
132,669
133,367
131,387
132,686
131,600
129,500
130,758
123,517
124,118
126,273
129,126
129,232
129,424
128,167
128,246
126,816
123,429
119,812
123,285
124,116
125,351
123,544
125,493
125,493123,544125,351124,116123,285119,812123,429126,816128,246128,167129,424129,232129,126126,273124,118123,517130,758129,500131,600132,686131,387133,367132,669136,925134,231133,911131,915164,786160,961163,835164,701162,624166,461192,907217,684215,594218,232192,889193,389190,410189,274188,006189,033189,440188,684182,227180,415181,753177,849176,937140,777140,462139,031138,994131,59751,52249,76448,72649,69031,52932,75042,04442,04442,04442,04441,79841,79838,00038,00031,00000000
       Long Term Investments 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
77,224
74,393
108,930
122,039
119,233
120,368
121,097
117,705
108,523
110,080
114,084
106,814
125,927
125,831
126,587
111,461
113,061
111,284
126,651
125,105
122,790
122,160
116,633
115,630
97,123
99,207
98,313
98,142
89,582
89,008
90,644
92,306
89,520
87,854
89,490
88,225
81,011
82,262
86,681
86,360
1,138,755
70,773
75,176
48,163
42,904
43,314
43,047
43,744
42,023
1,095,982
1,425,446
1,425,4461,095,98242,02343,74443,04743,31442,90448,16375,17670,7731,138,75586,36086,68182,26281,01188,22589,49087,85489,52092,30690,64489,00889,58298,14298,31399,20797,123115,630116,633122,160122,790125,105126,651111,284113,061111,461126,587125,831125,927106,814114,084110,080108,523117,705121,097120,368119,233122,039108,93074,39377,224000000000000000000000000
       Intangible Assets 
0
0
0
0
0
2,700
23,100
23,100
15,174
11,523
8,993
8,517
8,042
7,578
5,413
4,791
8,916
8,104
7,577
10,606
53,633
52,276
49,232
47,142
44,785
46,662
40,909
36,976
34,568
32,491
35,397
34,822
32,764
29,405
26,731
24,803
23,238
25,321
69,544
65,657
61,785
58,882
41,010
37,619
34,602
31,903
29,370
26,895
24,420
21,945
19,577
17,278
14,979
12,678
10,378
8,078
5,779
3,480
2,303
1,688
1,076
802
698
607
516
426
336
246
154
62
123,285
124,116
125,351
123,544
0
0123,544125,351124,116123,285621542463364265166076988021,0761,6882,3033,4805,7798,07810,37812,67814,97917,27819,57721,94524,42026,89529,37031,90334,60237,61941,01058,88261,78565,65769,54425,32123,23824,80326,73129,40532,76434,82235,39732,49134,56836,97640,90946,66244,78547,14249,23252,27653,63310,6067,5778,1048,9164,7915,4137,5788,0428,5178,99311,52315,17423,10023,1002,70000000
       Long-term Assets Other 
0
0
0
0
-32,996
2,000
4,300
4,100
-49,050
-51,301
-85,072
-2,389
-2,400
-2,403
-174,627
-2,212
-2,212
-2,879
-225,206
-3,642
-3,657
-4,066
-356,633
-5,092
-5,092
-4,694
-430,413
-8,802
-8,802
-8,930
-401,300
-10,919
-10,769
-10,913
-401,328
-13,085
-13,188
-13,230
-494,875
-13,399
-13,464
-13,529
-425,889
-299,109
-303,971
-307,448
-425,102
-310,018
-314,903
-309,883
-449,273
-219,072
-227,838
-227,027
-618,105
-252,857
-272,140
-275,909
-958,488
-279,177
-278,951
-279,214
-1,696,671
-256,491
-257,492
-254,490
-2,259,097
-255,267
-268,299
-278,535
-328,796
110,104
113,296
-439,523
30,703
30,703-439,523113,296110,104-328,796-278,535-268,299-255,267-2,259,097-254,490-257,492-256,491-1,696,671-279,214-278,951-279,177-958,488-275,909-272,140-252,857-618,105-227,027-227,838-219,072-449,273-309,883-314,903-310,018-425,102-307,448-303,971-299,109-425,889-13,529-13,464-13,399-494,875-13,230-13,188-13,085-401,328-10,913-10,769-10,919-401,300-8,930-8,802-8,802-430,413-4,694-5,092-5,092-356,633-4,066-3,657-3,642-225,206-2,879-2,212-2,212-174,627-2,403-2,400-2,389-85,072-51,301-49,0504,1004,3002,000-32,9960000
       Deferred Long Term Asset Charges 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
182,550
182,146
186,689
185,805
188,495
202,337
229,449
238,442
240,840
242,178
251,613
263,477
262,348
265,010
265,901
263,704
262,167
281,296
298,115
299,109
303,971
307,448
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
00000000000000000000000000000307,448303,971299,109298,115281,296262,167263,704265,901265,010262,348263,477251,613242,178240,840238,442229,449202,337188,495185,805186,689182,146182,550000000000000000000000000
> Total Liabilities 
20,137
0
29,633
44,772
55,662
398,200
189,000
189,000
312,393
554,907
516,120
480,185
555,694
619,194
533,163
511,305
480,084
525,042
595,404
553,098
570,290
749,339
530,844
529,342
567,556
609,287
577,766
470,180
506,460
558,731
654,469
483,261
561,153
599,793
617,625
496,684
536,824
620,331
734,323
617,544
615,469
643,636
771,955
646,047
663,555
761,659
879,015
648,281
752,182
833,050
788,518
643,320
761,524
806,210
1,117,728
838,979
964,914
1,207,815
1,472,363
1,183,687
1,367,439
1,438,444
1,881,514
1,291,516
1,522,181
1,759,650
2,167,376
1,350,695
1,490,779
1,563,429
1,894,505
1,181,261
1,446,864
1,571,330
2,028,786
2,028,7861,571,3301,446,8641,181,2611,894,5051,563,4291,490,7791,350,6952,167,3761,759,6501,522,1811,291,5161,881,5141,438,4441,367,4391,183,6871,472,3631,207,815964,914838,9791,117,728806,210761,524643,320788,518833,050752,182648,281879,015761,659663,555646,047771,955643,636615,469617,544734,323620,331536,824496,684617,625599,793561,153483,261654,469558,731506,460470,180577,766609,287567,556529,342530,844749,339570,290553,098595,404525,042480,084511,305533,163619,194555,694480,185516,120554,907312,393189,000189,000398,20055,66244,77229,633020,137
   > Total Current Liabilities 
19,804
0
29,401
44,585
43,570
375,700
151,200
151,200
13,296
16,621
11,490
8,045
8,356
9,508
8,104
7,438
10,260
11,778
10,159
13,678
34,208
18,620
12,558
15,311
14,887
18,049
17,849
18,521
15,321
16,278
17,909
16,580
20,968
18,648
18,365
17,047
36,156
30,291
37,104
81,681
35,676
37,809
43,878
83,962
34,507
33,017
30,723
29,649
30,486
33,001
34,111
36,984
39,737
41,669
37,948
101,357
79,504
81,049
73,042
105,194
110,911
120,050
118,806
84,424
87,999
90,365
78,954
148,308
83,344
73,721
66,775
343,403
462,149
422,201
910,059
910,059422,201462,149343,40366,77573,72183,344148,30878,95490,36587,99984,424118,806120,050110,911105,19473,04281,04979,504101,35737,94841,66939,73736,98434,11133,00130,48629,64930,72333,01734,50783,96243,87837,80935,67681,68137,10430,29136,15617,04718,36518,64820,96816,58017,90916,27815,32118,52117,84918,04914,88715,31112,55818,62034,20813,67810,15911,77810,2607,4388,1049,5088,3568,04511,49016,62113,296151,200151,200375,70043,57044,58529,401019,804
       Short-term Debt 
0
0
0
0
30,176
349,700
87,100
87,100
3,094
3,141
0
0
0
0
0
0
0
0
0
0
0
0
0
0
184,062
158,618
0
123,974
121,548
140,443
120,787
73,325
82,930
92,110
75,563
78,831
76,874
99,484
106,499
45,000
79,784
52,025
44,000
50,000
34,288
30,757
31,150
35,368
36,543
33,912
30,027
32,476
29,402
26,130
25,075
62,648
33,360
34,270
33,316
72,482
74,964
78,966
80,845
43,654
44,223
44,837
47,321
115,865
45,120
40,633
37,968
34,490
32,944
34,984
36,259
36,25934,98432,94434,49037,96840,63345,120115,86547,32144,83744,22343,65480,84578,96674,96472,48233,31634,27033,36062,64825,07526,13029,40232,47630,02733,91236,54335,36831,15030,75734,28850,00044,00052,02579,78445,000106,49999,48476,87478,83175,56392,11082,93073,325120,787140,443121,548123,9740158,618184,062000000000000003,1413,09487,10087,100349,70030,1760000
       Short Long Term Debt 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
234,275
0
0
0
185,800
85,579
34,288
30,757
215,797
35,368
211,562
208,993
205,173
200,986
197,879
0
0
30,000
0
0
0
37,897
37,922
37,948
37,974
0
0
0
0
66,863
0
0
0
0
0
0
0
000000066,863000037,97437,94837,92237,89700030,00000197,879200,986205,173208,993211,56235,368215,79730,75734,28885,579185,800000234,27500000000000000000000000000000000000000
       Accounts payable 
4,111
0
11,672
8,312
12,882
2,460
8,948
6,535
9,842
10,277
11,490
8,045
8,356
9,508
8,104
7,438
10,260
11,778
10,159
13,678
14,368
18,620
12,558
15,311
14,887
18,049
17,849
18,521
15,321
16,278
17,909
16,580
20,968
18,648
18,365
17,047
36,156
30,291
37,104
36,681
35,676
37,809
43,878
33,962
34,507
33,017
30,723
29,649
30,486
33,001
34,111
36,984
39,737
41,669
37,948
38,709
46,144
46,779
39,726
32,712
35,947
41,084
37,961
40,770
43,776
45,528
31,633
32,443
38,224
33,088
28,807
28,582
34,060
28,964
873,800
873,80028,96434,06028,58228,80733,08838,22432,44331,63345,52843,77640,77037,96141,08435,94732,71239,72646,77946,14438,70937,94841,66939,73736,98434,11133,00130,48629,64930,72333,01734,50733,96243,87837,80935,67636,68137,10430,29136,15617,04718,36518,64820,96816,58017,90916,27815,32118,52117,84918,04914,88715,31112,55818,62014,36813,67810,15911,77810,2607,4388,1049,5088,3568,04511,49010,2779,8426,5358,9482,46012,8828,31211,67204,111
       Other Current Liabilities 
14,155
0
15,825
9,898
-43,570
22,149
49,157
57,161
-13,296
-16,621
-11,490
-8,045
-8,356
-9,508
-8,104
-7,438
-10,260
-11,778
-10,159
-13,678
-34,208
-18,620
-12,558
-15,311
-14,887
-18,049
-17,849
-18,521
-15,321
-16,278
-17,909
-16,580
-20,968
-18,648
-18,365
-17,047
-36,156
-30,291
-37,104
-81,681
-35,676
-37,809
-43,878
-83,962
-34,507
-33,017
-30,723
-29,649
-30,486
-33,001
-34,111
-36,984
-39,737
-41,669
-37,948
-101,357
-79,504
-81,049
-73,042
-105,194
-110,911
-120,050
-118,806
-84,424
-87,999
-90,365
-78,954
-148,308
-83,344
-8,481
-5,071
274,387
389,117
350,090
-3,524
-3,524350,090389,117274,387-5,071-8,481-83,344-148,308-78,954-90,365-87,999-84,424-118,806-120,050-110,911-105,194-73,042-81,049-79,504-101,357-37,948-41,669-39,737-36,984-34,111-33,001-30,486-29,649-30,723-33,017-34,507-83,962-43,878-37,809-35,676-81,681-37,104-30,291-36,156-17,047-18,365-18,648-20,968-16,580-17,909-16,278-15,321-18,521-17,849-18,049-14,887-15,311-12,558-18,620-34,208-13,678-10,159-11,778-10,260-7,438-8,104-9,508-8,356-8,045-11,490-16,621-13,29657,16149,15722,149-43,5709,89815,825014,155
   > Long-term Liabilities 
0
0
0
0
150
22,500
0
37,800
325
461
3,385
4,776
5,252
100,435
95,263
95,591
95,927
96,268
96,618
96,972
97,336
97,704
98,082
98,465
98,858
99,256
99,664
100,078
100,503
100,933
101,375
101,823
102,282
102,748
103,226
103,710
104,207
104,755
127,776
128,299
128,835
129,379
141,800
190,467
184,526
184,585
184,647
178,708
175,019
175,081
175,146
168,510
168,477
168,543
168,612
354,973
353,301
565,199
592,313
624,783
630,415
639,287
638,793
671,135
673,838
667,786
78,954
148,308
83,344
73,721
66,775
837,858
984,715
372,419
373,900
373,900372,419984,715837,85866,77573,72183,344148,30878,954667,786673,838671,135638,793639,287630,415624,783592,313565,199353,301354,973168,612168,543168,477168,510175,146175,081175,019178,708184,647184,585184,526190,467141,800129,379128,835128,299127,776104,755104,207103,710103,226102,748102,282101,823101,375100,933100,503100,07899,66499,25698,85898,46598,08297,70497,33696,97296,61896,26895,92795,59195,263100,4355,2524,7763,38546132537,800022,5001500000
       Long term Debt Total 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
98,858
99,256
99,664
100,078
100,503
100,933
101,375
101,823
102,282
102,748
103,226
103,710
104,207
104,755
127,776
128,299
128,835
129,379
141,800
190,467
184,526
184,585
184,647
178,708
175,019
175,081
175,146
168,510
168,477
168,543
168,612
168,679
168,748
372,526
375,062
335,173
335,208
336,562
338,518
376,491
376,778
375,991
376,243
308,498
371,707
369,300
371,774
372,494
373,553
372,419
0
0372,419373,553372,494371,774369,300371,707308,498376,243375,991376,778376,491338,518336,562335,208335,173375,062372,526168,748168,679168,612168,543168,477168,510175,146175,081175,019178,708184,647184,585184,526190,467141,800129,379128,835128,299127,776104,755104,207103,710103,226102,748102,282101,823101,375100,933100,503100,07899,66499,25698,858000000000000000000000000
       Deferred Long Term Asset Charges 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
182,550
182,146
186,689
185,805
188,495
202,337
229,449
238,442
240,840
242,178
251,613
263,477
262,348
265,010
265,901
263,704
262,167
281,296
298,115
299,109
303,971
307,448
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
00000000000000000000000000000307,448303,971299,109298,115281,296262,167263,704265,901265,010262,348263,477251,613242,178240,840238,442229,449202,337188,495185,805186,689182,146182,550000000000000000000000000
       Warrants
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
22,164
24,034
49,727
49,180
48,848
49,913
36,805
38,860
4,283
15,369
4,014
4,014
3,404
2,635
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0000000000000000000000000000000002,6353,4044,0144,01415,3694,28338,86036,80549,91348,84849,18049,72724,03422,1640000000000000000000000000000
       Other Liabilities 
0
0
0
0
0
0
55,786
1,499
42,272
43,244
46,820
45,895
46,128
46,102
46,652
46,865
51,819
80,222
82,495
87,205
88,696
118,068
120,383
121,748
158,877
159,273
152,938
159,186
158,498
167,850
182,461
187,286
188,206
194,927
193,435
210,961
213,798
224,068
217,453
216,500
220,077
232,956
222,106
230,490
234,229
229,652
230,947
215,416
225,484
235,185
149,320
150,503
163,671
174,923
199,425
186,414
199,642
209,607
211,397
168,935
172,309
181,318
178,788
128,179
137,434
157,385
196,524
154,169
169,487
168,067
174,117
175,986
189,694
197,404
0
0197,404189,694175,986174,117168,067169,487154,169196,524157,385137,434128,179178,788181,318172,309168,935211,397209,607199,642186,414199,425174,923163,671150,503149,320235,185225,484215,416230,947229,652234,229230,490222,106232,956220,077216,500217,453224,068213,798210,961193,435194,927188,206187,286182,461167,850158,498159,186152,938159,273158,877121,748120,383118,06888,69687,20582,49580,22251,81946,86546,65246,10246,12845,89546,82043,24442,2721,49955,786000000
       Deferred Long Term Liability 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
9,419
0
0
0
11,437
0
0
0
0
000011,4370009,419000000000000000000000000000000000000000000000000000000000000000000
> Total Stockholder Equity
51,279
0
51,505
28,437
28,240
87,200
112,477
112,500
158,599
166,269
172,976
187,695
191,645
218,511
205,777
218,062
235,190
251,945
266,395
265,466
257,455
268,520
300,699
301,459
411,569
401,357
407,664
412,080
405,626
409,774
428,506
436,450
416,218
444,480
502,581
491,313
526,549
513,205
551,281
490,302
486,969
479,732
504,552
420,318
405,921
454,439
527,298
559,733
458,751
475,565
543,964
549,860
623,726
668,086
758,120
767,747
738,286
764,683
869,716
816,571
900,528
970,926
1,230,946
1,169,308
1,150,971
1,221,595
1,320,371
1,410,037
1,350,559
1,411,765
1,536,811
1,375,933
1,405,655
1,452,849
1,576,934
1,576,9341,452,8491,405,6551,375,9331,536,8111,411,7651,350,5591,410,0371,320,3711,221,5951,150,9711,169,3081,230,946970,926900,528816,571869,716764,683738,286767,747758,120668,086623,726549,860543,964475,565458,751559,733527,298454,439405,921420,318504,552479,732486,969490,302551,281513,205526,549491,313502,581444,480416,218436,450428,506409,774405,626412,080407,664401,357411,569301,459300,699268,520257,455265,466266,395251,945235,190218,062205,777218,511191,645187,695172,976166,269158,599112,500112,47787,20028,24028,43751,505051,279
   Common Stock
0
0
0
0
28,119
46
64
100
112
112
113
118
118
121
126
129
131
171
172
182
184
210
215
228
284
301
310
326
328
345
350
380
382
393
408
437
448
460
464
486
488
495
552
576
577
579
582
614
614
616
621
654
656
657
659
684
685
686
687
719
720
720
722
745
746
746
748
795
796
796
797
818
819
820
821
821820819818797796796795748746746745722720720719687686685684659657656654621616614614582579577576552495488486464460448437408393382380350345328326310301284228215210184182172171131129126121118118113112112100644628,1190000
   Retained Earnings Total Equity
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
-64,907
-69,353
-76,703
-87,152
-86,204
-88,137
-77,079
-79,755
-71,846
-66,345
-59,896
-59,734
-46,037
-33,146
-17,814
-27,083
-28,748
-34,354
-27,791
-36,739
-26,651
-7,165
20,343
82,705
85,075
117,433
79,461
153,605
198,815
224,627
364,882
408,281
463,002
479,558
558,269
561,017
590,866
606,542
798,573
914,120
1,023,260
1,152,527
1,418,382
1,544,765
1,607,976
1,659,479
1,768,098
1,819,599
1,823,412
0
0
001,823,4121,819,5991,768,0981,659,4791,607,9761,544,7651,418,3821,152,5271,023,260914,120798,573606,542590,866561,017558,269479,558463,002408,281364,882224,627198,815153,60579,461117,43385,07582,70520,343-7,165-26,651-36,739-27,791-34,354-28,748-27,083-17,814-33,146-46,037-59,734-59,896-66,345-71,846-79,755-77,079-88,137-86,204-87,152-76,703-69,353-64,907000000000000000000000000
   Accumulated Other Comprehensive Income 
0
0
0
0
121
200
200
200
251
1,361
597
817
858
-324
-14,969
-6,041
-3,242
-3,476
-3,760
-3,131
-5,674
-4,587
-4,193
-3,226
-2,626
-10,980
-12,058
-8,307
-11,991
-9,604
-9,086
-9,104
-10,915
-10,198
-10,784
-9,803
-7,820
-13,493
-20,387
-24,150
-22,601
-28,170
-34,539
-36,359
-42,046
-45,151
-50,096
-49,918
-48,862
-44,966
-31,411
-26,049
-31,486
-29,040
-30,434
-28,507
-31,988
-34,789
-27,596
-37,928
-37,167
-31,403
-9,758
-8,397
-7,227
-13,725
-12,086
-14,830
-31,371
-50,794
-27,942
-25,683
-20,392
-27,925
-26,538
-26,538-27,925-20,392-25,683-27,942-50,794-31,371-14,830-12,086-13,725-7,227-8,397-9,758-31,403-37,167-37,928-27,596-34,789-31,988-28,507-30,434-29,040-31,486-26,049-31,411-44,966-48,862-49,918-50,096-45,151-42,046-36,359-34,539-28,170-22,601-24,150-20,387-13,493-7,820-9,803-10,784-10,198-10,915-9,104-9,086-9,604-11,991-8,307-12,058-10,980-2,626-3,226-4,193-4,587-5,674-3,131-3,760-3,476-3,242-6,041-14,969-3248588175971,3612512002002001210000
   Capital Surplus 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
530,106
550,385
575,122
600,051
618,882
645,554
654,275
694,570
719,594
744,463
799,233
848,680
891,220
912,800
950,147
990,229
1,022,598
1,054,555
1,210,742
1,246,023
1,278,232
1,312,366
1,368,122
1,424,368
1,464,642
1,505,824
1,600,699
1,666,292
1,721,668
1,764,705
1,818,100
1,890,069
1,916,503
1,968,179
2,016,524
2,111,945
2,166,837
2,216,722
2,266,136
2,322,421
2,383,725
2,436,727
2,458,779
2,679,900
2,746,245
2,808,533
2,861,775
2,931,682
3,011,969
3,088,014
0
03,088,0143,011,9692,931,6822,861,7752,808,5332,746,2452,679,9002,458,7792,436,7272,383,7252,322,4212,266,1362,216,7222,166,8372,111,9452,016,5241,968,1791,916,5031,890,0691,818,1001,764,7051,721,6681,666,2921,600,6991,505,8241,464,6421,424,3681,368,1221,312,3661,278,2321,246,0231,210,7421,054,5551,022,598990,229950,147912,800891,220848,680799,233744,463719,594694,570654,275645,554618,882600,051575,122550,385530,106000000000000000000000000
   Treasury Stock00-3,410,153-3,350,483-3,065,917-3,006,249-2,973,087-2,800,593-2,545,452-2,354,680-2,249,533-2,059,581-1,824,727-1,821,655-1,820,728-1,819,182-1,678,168-1,648,951-1,609,916-1,502,780-1,395,087-1,292,863-1,265,927-1,244,642-1,105,406-1,103,342-1,042,718-898,036-811,653-806,190-804,191-753,183-644,412-512,794-484,768-449,180-361,129-353,416-311,262-288,267-226,380-223,833-220,997-169,641-139,954-138,384-115,389-92,838-79,007-68,996-51,288-48,119-34,538-47,278-36,322-23,138-12,756-12,449-11,073-9,961-8,050-7,248-5,597-1,603-968-968-96800000000
   Other Stockholders Equity 
0
0
0
0
8
86,700
0
108,400
196,210
201,783
207,878
224,833
228,232
258,320
267,184
271,987
294,038
310,701
326,739
326,301
323,890
333,406
366,181
367,026
478,818
481,389
496,115
507,213
503,493
507,170
514,321
524,929
498,597
520,630
572,853
560,413
579,958
559,384
589,018
541,049
537,830
541,761
566,330
492,840
474,041
506,176
556,469
526,332
421,924
402,482
495,293
421,650
455,741
471,842
423,013
387,289
306,587
319,228
338,356
292,763
346,109
395,067
441,409
262,840
134,192
82,047
-86,673
-120,693
-226,842
-197,716
-204,142
-418,801
-398,184
-362,956
-290,005
-290,005-362,956-398,184-418,801-204,142-197,716-226,842-120,693-86,67382,047134,192262,840441,409395,067346,109292,763338,356319,228306,587387,289423,013471,842455,741421,650495,293402,482421,924526,332556,469506,176474,041492,840566,330541,761537,830541,049589,018559,384579,958560,413572,853520,630498,597524,929514,321507,170503,493507,213496,115481,389478,818367,026366,181333,406323,890326,301326,739310,701294,038271,987267,184258,320228,232224,833207,878201,783196,210108,400086,70080000



Balance Sheet

Currency in USD. All numbers in thousands.




Cash Flow

Currency in USD. All numbers in thousands.




Income Statement

Currency in USD. All numbers in thousands.


Latest Income Statement (annual, 2023-12-31)

Gross Profit (+$)
totalRevenue2,442,666
Cost of Revenue-78,776
Gross Profit2,363,8902,363,890
 
Operating Income (+$)
Gross Profit2,363,890
Operating Expense-1,985,117
Operating Income378,773378,773
 
Operating Expense (+$)
Research Development0
Selling General Administrative1,656,875
Selling And Marketing Expenses0
Operating Expense1,985,1171,656,875
 
Net Interest Income (+$)
Interest Income0
Interest Expense-16,717
Other Finance Cost-27
Net Interest Income-16,690
 
Pretax Income (+$)
Operating Income378,773
Net Interest Income-16,690
Other Non-Operating Income Expenses0
Income Before Tax (EBT)365,790391,756
EBIT - interestExpense = 362,056
336,046
272,196
Interest Expense16,717
Earnings Before Interest and Taxes (EBIT)378,773382,507
Earnings Before Interest and Taxes (EBITDA)445,274
 
After tax Income (+$)
Income Before Tax365,790
Tax Provision-111,437
Net Income From Continuing Ops345,966254,353
Net Income255,479
Net Income Applicable To Common Shares0
 
Non-recurring Events
Discontinued Operations0
Extraordinary Items0
Effect of Accounting Charges0
Other Items0
Non Recurring0
Other Operating Expenses2,063,893
Total Other Income/Expenses Net-12,98316,690
 

Technical Analysis of Evercore
The psychology behind the price

Technical indicators reflecting market sentiment and the collective psychology of you and other traders. Your emotions and other traders' emotions, such as fear and greed, play a significant role in driving price movements.

General trend

First of all, I'm going to put something in the back of your mind. One of the most stable factors that gives you more confidence as a trader: the general trend of Evercore. The general trend of Evercore is BULLISH with 100.0% confidence. It is very important for your mental being to use each indicator with this in mind. But beware, also the general trend flips once in a while! You can use moving averages to determine Evercore's overall trend. For convenience I use the most commonly used moving averages: 20, 50, 100 & 200. Of course you can use other moving averages or other indicators to determine the trend.

Indicator phases

Some of the indicators I use have 3 zones: overbought, oversold and neutral. Transitions between these zones (market phases) provide valuable trading signals and insights. Expecially with the general trend mind, I use the highlighted phases:

Indicator zone transitionsBullish trend (100.0%) Bearish trend (-100.0%)
Overbought to neutralBullish pullback=Bearish reversal
Upper to lower neutralBullish correction=Bearish continuation
Nuetral to oversoldOversold=Oversold
Oversold to neutralBullish reversal=Bearish correction
Lower to upper neutralBullish continuation=Bearish pullback
Nuetral to overboughtOverbought=Overbought

1. Price Targets

1.1 Support & Resistance

Support and resistance are levels on a price chart that act as barriers or zones where the price of an asset tends to stop, reverse, or experience a significant amount of buying or selling pressure.

Support is a price level at which demand for an asset is strong enough to prevent the price from falling further.
Resistance is a price level at which selling pressure becomes significant enough to prevent the price of an asset from rising further.


Score

Let's take a look at the Support & Resistance of Evercore Partners Inc.

The long score for the Support & Resistance is 0/1.
The longshort score for the Support & Resistance is 0/(-1 +1).

  • Between support/resistance: The price is trading between support and resistance lines.

The bullish price targets are: 198.04 < 198.99.

The bearish price targets are: 186.25 > 183.66 > 171.53.

Tweet this
Evercore Partners Inc Daily Support & Resistance Chart

2. Trend Indicators

2.1 Moving Averages

Shows the moving average of the selected period.

  • Moving averages are lagging trend indicators.
  • There are many types of moving averages.
  • Moving averages are also used within other indicators.

Score

Let's take a look at the Moving Averages of Evercore Partners Inc. The current mas is .

The long score for the Moving Averages is 14/14.
The longshort score for the Moving Averages is 14/(-14 +14).

  • MA 20 trending up: The MA 20 is trending up. +1
  • Close > MA 20: The price is above the MA 20. +1
  • MA 20 > MA 50: The MA 20 is higher than the MA 50. +1
  • MA 20 > MA 100: The MA 20 is higher than the MA 100. +1
  • MA 20 > MA 200: The MA 20 is higher than the MA 200. +1
  • MA 50 trending up: The MA 50 is trending up. +1
  • Close > MA 50: The price is above the MA 50. +1
  • MA 50 > MA 100: The MA 50 is higher than the MA 100. +1
  • MA 50 > MA 200: The MA 50 is higher than the MA 200. +1
  • MA 100 trending up: The MA 100 is trending up. +1
  • Close > MA 100: The price is above the MA 100. +1
  • MA 100 > MA 200: The MA 100 is higher than the MA 200. +1
  • MA 200 trending up: The MA 200 is trending up. +1
  • Close > MA 200: The price is above the MA 200. +1

Directionalities and relatives.

Moving AverageAmount of candlesTrendPrice +/-vs. MA 50vs. MA 100vs. MA 200
MA 2020
MA 5050-
MA 100100--
MA 200200---

Explanation: https://www.youtube.com/watch?v=xwW8h0lrQ-I

Evercore Partners Inc Daily Moving Averages Chart
2.2 Moving Average Convergence/Divergence (MACD)

Shows the momentum of the selected period based on two moving averages.

  • MACD is a lagging momentum indicator.
  • Uses two moving averages.
  • Can show buy or sell signals based on momentum.
  • Can show overbought. and oversold. levels.

Score

Let's take a look at the Moving Average Convergence/Divergence (MACD) of Evercore Partners Inc. The current macd is 2.38096266.

The long score for the Moving Average Convergence/Divergence (MACD) is 1/4.
The longshort score for the Moving Average Convergence/Divergence (MACD) is -2/(-4 +4).

  • MACD line < signal line: The MACD line is below the signal line, which indicates a bearish signal in the market. This means that the negative momentum is currently stronger than the average momentum, suggesting that sellers are more active than buyers, and there's a higher probability of the Evercore price going down in the near term. -2
  • MACD > 0: The MACD is above the zero line (centerline), it indicates a bullish signal for Evercore. This means that the short-term moving average is higher than the long-term moving average, signaling positive momentum and suggesting a higher likelihood of the Evercore price continuing to rise in the near future. It indicates that buyers are gaining control, and there is optimism in the market, leading to potential price increases. +1
  • Trending down: The MACD line is trending down. This indicates that the short-term moving average is falling faster than the long-term moving average, suggesting negative momentum in the market. This signals that sellers are becoming more active and insecure, leading to potential price decreases as traders anticipate further losses and are willing to sell at lower prices. -1
Evercore Partners Inc Daily Moving Average Convergence/Divergence (MACD) ChartEvercore Partners Inc Daily Moving Average Convergence/Divergence (MACD) Chart
2.3 Directional Movement Index (DMI)

The DMI is a collection of 3 indicators: +DI (Plus Direction Indicator), -DI (Minus Direction Indicator) and ADX (Average Directional Index). The ADX helps you determine the strength of a trend.


Score

Let's take a look at the Directional Movement Index (DMI) of Evercore Partners Inc. The current adx is 31.21.

The long score for the Directional Movement Index (DMI) is 3/7.
The longshort score for the Directional Movement Index (DMI) is 3/(-7 +7).

  • PLUS_ID > MINUS_DI: The +DI line is above the -DI line. This indicates a bullish signal in the market, as the positive directional movement is currently stronger than the negative directional movement, showing that buyers have the upper hand. Market psychology suggests that traders are optimistic, expecting further price increases, and are more willing to buy Evercore shares, leading to potential upward momentum in its price. +1
  • PLUS_ID > MINUS_DI && ADX > 25 && ADX trending down: The ADX is above 25 and indicates a strong bullish trend. The ADX is declining, the bullish trend is weakening. Could be a potential reversal to the downside. +2
Evercore Partners Inc Daily Directional Movement Index (DMI) Chart
2.4 Parabolic SAR

Shows the current trend and potential entry and exit signals.

  • Parabolic SAR (stop and reverse) is a lagging trend indicator.
  • Shows the current trend.
  • Shows potential entry signals.
  • Shows  potential exit signals.
  • Can be used to place trailing stoplosses..

Score

Let's take a look at the Parabolic SAR of Evercore Partners Inc. The current sar is 187.24.

The long score for the Parabolic SAR is 1/1.
The longshort score for the Parabolic SAR is 1/(-1 +1).

  • Close > SAR: The price is above the SAR. It's generally considered a bullish signal. +1
Evercore Partners Inc Daily Parabolic SAR Chart

3. Momentum Indicators

3.1 Relative Strength Index (RSI)

Measures the speed and change of price movements.

  • Leading momentum indicator, meaning the signals are instant.
  • Ranges between 0 and 100.
  • Above 70 is considered overbought.
  • Below 30 is considered oversold.
  • Above or below 50 can also be used to determine price trend or support and resistance.
  • RSI divergence looks at a deviation between RSI and price movement. Penketrading automatically calculates RSI divergences.
  • Can be used in many different ways

Score

Let's take a look at the Relative Strength Index (RSI) of Evercore Partners Inc. The current rsi is 56.85. The current phase is Continuation in bull market.

The long score for the Relative Strength Index (RSI) is 4/13.
The longshort score for the Relative Strength Index (RSI) is 4/(-13 +13).

  • Continuation in bull market: Uptrend continues after a consolidation or pullback. Hold or add to existing positions.
  • Trending up: The RSI is trending up. +1
Evercore Partners Inc Daily Relative Strength Index (RSI) ChartEvercore Partners Inc Daily Relative Strength Index (RSI) Chart
3.2 Stochastic Oscillator

Compares a certain price to multiple prices ranging over time.

  • Leading momentum indicator, meaning the signals are instant.
  • Used to determine overbought and oversold areas much like the RSI.
  • Ranges between 0 and 100.
  • Above 80 is considered overbought.
  • Below 20 is considered oversold.
  • Consists of two lines named K and D.
  • K compares the highest high and lowest low on the selected price range.
  • The D line is a moving average of the K line.
  • Can be used to spot divergences

Score

Let's take a look at the Stochastic Oscillator of Evercore Partners Inc. The current phase is Correction in bull market.

The long score for the Stochastic Oscillator is 3/6.
The longshort score for the Stochastic Oscillator is 2/(-6 +6).

  • STOCH < 50: The STOCH %K is below 50. There are more sellers than buyers. -1
  • STOCH %K line > STOCH %D line: The STOCH %K line is above the STOCH %D line, which indicates a bullish signal in the market. This means that the positive momentum is currently stronger than the average momentum, suggesting that buyers are more active than sellers, and there's a higher probability of the Evercore price going up in the near term. +2
  • Trending up: The STOCH %K is trending up. +1
Evercore Partners Inc Daily Stochastic Oscillator ChartEvercore Partners Inc Daily Stochastic Oscillator Chart
3.3 Commodity Channel Index (CCI)

Measures the difference between the current price and the historical average price.

  • Lagging or leading Momentum indicator
  • When the CCI is above zero, the price is above the historical average
  • When the CCI is below zero, the price is below the historical average
  • Used for spotting trends
    • If the CCI moves from negative or near zero to positive 100 that might indicate an uptrend
    • If the CCI moves from positive or near zero to negative -100 that might indicate a downtrend

Score

Let's take a look at the Commodity Channel Index (CCI) of Evercore Partners Inc. The current cci is 19.78.

Evercore Partners Inc Daily Commodity Channel Index (CCI) ChartEvercore Partners Inc Daily Commodity Channel Index (CCI) Chart
3.4 Chande Momentum Oscillator (CMO)

Measures the difference between the sum of recent gains and the sum of recent losses. Then divides the result by the sum of all price movements in that period.

  • Lagging momentum indicator
  • Ranges between +100 and -100
  • Considered overbought above +50
  • Considered oversold below -50
  • It's possible to add a moving average that acts as a signal line

Score

Let's take a look at the Chande Momentum Oscillator (CMO) of Evercore Partners Inc. The current cmo is 10.62.

The long score for the Chande Momentum Oscillator (CMO) is 1/1.
The longshort score for the Chande Momentum Oscillator (CMO) is 1/(-1 +1).

  • CMO > 0: The CMO is above 0, the momentum of the price is positive, indicating a potential uptrend in the price. +1
Evercore Partners Inc Daily Chande Momentum Oscillator (CMO) ChartEvercore Partners Inc Daily Chande Momentum Oscillator (CMO) Chart
3.5 Williams %R

 Shows the current price relative to the highest high over the last 14 days.
 

  • Lagging momentum indicator
  • Ranging between 0 and -100
  • Above -20 is considered overbought
  • Below -80 is considered oversold
  • Is prone to give false signals

Score

Let's take a look at the Williams %R of Evercore Partners Inc. The current willr is -50.23547881.

The long score for the Williams %R is 0/1.
The longshort score for the Williams %R is 0/(-1 +1).

  • WILLR between -80 and -20: The Williams %R is between -80 and -20. This indicates that Evercore is trading in a neutral price range, neither oversold nor overbought, suggesting a balanced market condition without any extreme price signals.
Evercore Partners Inc Daily Williams %R ChartEvercore Partners Inc Daily Williams %R Chart

4. Volatility Indicators

4.1 Bollinger Bands

Shows if the price is to high or to low relative to an average.

  • Lagging volatility indicator
  • Uses 3 bands: one upper, one lower and one in the middle
  • Works best when the middle band reflects an intermediate trend (MA20).
  • When the price is moving closer to the upper band, the market might be overbought
  • When the price is moving closer to the lower band, the market might be oversold 

Score

Let's take a look at the Bollinger Bands of Evercore Partners Inc.

Evercore Partners Inc Daily Bollinger Bands Chart
4.2 Average True Range (ATR)
Measures market volatility
  • Leading volatility indicator
  • Can be used to determine stop-loss positions
  • Calculated by:
    • Current high minus the current low
    • Current high minus the previous close
    • Current low minus the previous close
  • The larger the range of the candles, the greater the ATR value

Score

Let's take a look at the Average True Range (ATR) of Evercore Partners Inc. The current atr is 3.87106356.

Evercore Partners Inc Daily Average True Range (ATR) ChartEvercore Partners Inc Daily Average True Range (ATR) Chart

5. Volume Indicators

5.1 On-Balance Volume (OBV)

 Measures market volatility

  • Leading momentum indicator
  • Calculation:
    • If the closing price is above the previous closing price: OBV = previous OBV + current volume
    • If the closing price is below the previous closing price: OBV = previous OBV - current volume
    • If the closing price is the same as the previous closing price than the OBV is the same.
  • Can be used to confirm price trends
  • Can be used with divergences

Score

Let's take a look at the On-Balance Volume (OBV) of Evercore Partners Inc. The current obv is 17,755,400.

Evercore Partners Inc Daily On-Balance Volume (OBV) ChartEvercore Partners Inc Daily On-Balance Volume (OBV) Chart
5.2 Money Flow Index (MFI)

Measures the flow of money in and out of a security

  • Lagging momentum indicator
  • Looks like RSI but uses volume as an extra metric (RSI only considers price)
  • Above 80 is considered overbought
  • Below 20 is considered oversold
  • Can be used with divergences

Score

Let's take a look at the Money Flow Index (MFI) of Evercore Partners Inc. The current mfi is 44.25.

The long score for the Money Flow Index (MFI) is 0/2.
The longshort score for the Money Flow Index (MFI) is -1/(-2 +2).

  • MFI < 50: -1
Evercore Partners Inc Daily Money Flow Index (MFI) ChartEvercore Partners Inc Daily Money Flow Index (MFI) Chart

6. Summary

6.1. Notifications

TypeNotificationDate
PenkeCurrently no notifications for Evercore Partners Inc.

6.2. Trading Signals

Below you will find trading signals as the indicator is commonly used. This doesn't mean you should use it that way. Learn from these, but don't use them blindly. I recommend using at least 4 indicators, 1 from each category: trend, momentum, volatility and volume.

DateIndicatorSignal
2023-11-10STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2023-11-14CCI LONG ENTRY SHORT CLOSE100 crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2023-11-15STOCH LONG EXITThe %K line crosses below the %D line.
2023-11-17STOCH SHORT EXITThe %K line crosses above the %D line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2023-11-21STOCH LONG EXITThe %K line crosses below the %D line.
2023-11-22STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2023-11-28STOCH LONG EXITThe %K line crosses below the %D line.
2023-11-29CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2023-12-01STOCH SHORT EXITThe %K line crosses above the %D line.
2023-12-04BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2023-12-05RSI SHORT ENTRY LONG CLOSE70 crossover to downside
STOCH LONG EXITThe %K line crosses below the %D line.
MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2023-12-08STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2023-12-11RSI SHORT ENTRY LONG CLOSE70 crossover to downside
2023-12-12STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-13STOCH SHORT EXITThe %K line crosses above the %D line.
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2023-12-14STOCH LONG EXITThe %K line crosses below the %D line.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2023-12-15MFI SHORT ENTRY LONG CLOSE80 crossover to downside
2023-12-18STOCH SHORT EXITThe %K line crosses above the %D line.
2023-12-20STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-21STOCH SHORT EXITThe %K line crosses above the %D line.
2023-12-26MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2023-12-28STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-29MFI SHORT ENTRY LONG CLOSE80 crossover to downside
2024-01-02SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
RSI SHORT ENTRY LONG CLOSE70 crossover to downside
2024-01-03MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-01-04WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2024-01-05STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-01-08SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-01-09STOCH LONG EXITThe %K line crosses below the %D line.
2024-01-12STOCH SHORT EXITThe %K line crosses above the %D line.
2024-01-19WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2024-01-22CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2024-01-24STOCH LONG EXITThe %K line crosses below the %D line.
2024-01-25MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2024-01-26MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
MFI SHORT ENTRY LONG CLOSE80 crossover to downside
2024-01-29STOCH SHORT EXITThe %K line crosses above the %D line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2024-01-31STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
MFI SHORT ENTRY LONG CLOSE80 crossover to downside
2024-02-01SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-02-02STOCH SHORT EXITThe %K line crosses above the %D line.
2024-02-05STOCH LONG EXITThe %K line crosses below the %D line.
2024-02-07CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-02-08STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-02-09CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2024-02-12MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-02-13STOCH LONG EXITThe %K line crosses below the %D line.
2024-02-14STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2024-02-16STOCH LONG EXITThe %K line crosses below the %D line.
2024-02-22STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2024-02-26MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
STOCH LONG EXITThe %K line crosses below the %D line.
2024-02-27STOCH SHORT EXITThe %K line crosses above the %D line.
2024-02-28WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2024-02-29CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2024-03-01STOCH LONG EXITThe %K line crosses below the %D line.
2024-03-04MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-03-05BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2024-03-06STOCH LONG EXITThe %K line crosses below the %D line.
2024-03-08BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2024-03-11RSI SHORT ENTRY LONG CLOSE70 crossover to downside
MFI SHORT ENTRY LONG CLOSE80 crossover to downside
2024-03-12SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
2024-03-13STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-03-14MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
STOCH LONG EXITThe %K line crosses below the %D line.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-03-18CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-03-19STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-03-21SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2024-03-22STOCH LONG EXITThe %K line crosses below the %D line.
2024-03-26CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-03-27STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside

6.3. Candlestick Patterns

Evercore Partners Inc Daily Candlestick Chart
DateCandlestick Pattern

6.4. Technical Score

Let's check the technical score of Evercore Partners Inc based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5056.854
Ma 20Greater thanMa 50191.970
Ma 50Greater thanMa 100183.813
Ma 100Greater thanMa 200169.990
OpenGreater thanClose193.170
Total5/5 (100.0%)
Penke

Good job! You gained 25 XP and 0   0   10 . What's next:

  • Share my analysis of Evercore with someone you think should read this too:
  • Are you bullish or bearish on Evercore? Let me know what you think in the comments.
  • Do you want an email if I find something interesting about Evercore? Add an email alert using the form below.
  • Join the community if you want to keep your earnings and track your progress: Join the community
  • Is this analysis useful to you? Support me via But Me a Coffee. I'll analyze the stock market faster for you!

Get notifications about Evercore Partners Inc

I send you an email if I find something interesting about Evercore Partners Inc.


Comments

How you think about this?

Leave a comment

Stay informed about Evercore Partners Inc.

Receive notifications about Evercore Partners Inc in your mailbox!