EVR · Intrinsic value
Is Evercore Inc. (EVR) overvalued or undervalued?
Evercore Inc. (EVR) trades at the delayed market price of $247.85 a share. That price already implies revenue growth of 8.3% a year for 5 years. TickerWorth's fair value is $244.91 a share (priced within our range of $183.76 – $428.36). We do not call it over- or undervalued from inside our range.
Model by Miraaj Patel · generated from market data · Updated Oct 19, 2026 · How these pages are made
Is EVR fairly valued?
- Fair value
- $244.91
- Market price
- $247.85
- Downside to fair value
- 1.2%
- Verdict
- Priced within our range of $183.76 – $428.36
Reverse DCF: Today's price implies revenue growth of 8.3% a year for 5 years; our model assumes 11.3% a year on average over the same horizon.
What is EVR's TickerWorth Score?
Middle of the pack — real strengths and real weaknesses
Compared with Financial Services companies in US
Its strongest point: strong balance sheet. Its weakest: recent price trend has been weak.
- Value · 45 of 100
Cheaper than 45% of Financial Services companies in US
- Price vs worth · 49 of 100
- Quality · 58 of 100
More profitable than 58% of Financial Services companies in US
- Financial health · 61 of 100
Financially stronger than 61% of Financial Services companies in US
- Growth · 43 of 100
Growing faster than 43% of Financial Services companies in US
- Momentum · 6 of 100
Outperformed 6% of Financial Services companies in US over the past year
Confidence: Medium confidence · Scored
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EVR DCF valuation, input by input
At a recent price of $247.85, Evercore Inc. (EVR) trades roughly at TickerWorth's blended fair value of $244.91 per share — a discounted-cash-flow model cross-checked against peer multiples and asset value — meaning the market currently prices EVR in line with our estimate of what the business is intrinsically worth. Our fair value sits below the market, an implied -1.2% move to close the gap if the business performs in line with our assumptions. This is an educational model, not a price target or a recommendation — the value moves with the inputs, which you can test yourself using the WACC slider below.
Read the full reasoning
One of the lenses behind that blended figure is a discounted-cash-flow model, which on its own values EVR at about $288.51 per share. The rest of this page walks through that DCF — its assumptions, reverse-DCF and discount-rate sensitivity — because it is the auditable anchor of the blend.
The valuation discounts Evercore Inc.'s projected free cash flows at a weighted-average cost of capital (WACC) of 11.6%, with a long-run terminal growth rate of 2.5%. About 68% of the enterprise value comes from the terminal value — the portion beyond the explicit forecast window — which is typical for a stable, cash-generative business and a reminder that small changes in the discount rate or terminal growth assumption swing the intrinsic value meaningfully.
Running the DCF in reverse — solving for the growth the current price already assumes — the market is implying roughly 8.3% annual revenue growth for EVR. Our base case instead compounds to about 11.3% a year over the same forecast, so the market is pricing in slower growth than our base case. The reverse-DCF is a quick sanity check: it reframes 'is this stock cheap?' as 'do I believe the growth the price requires?' rather than arguing over a single point estimate of fair value.
Sensitivity matters more than any single number. Across a reasonable band of discount-rate assumptions, EVR's modeled DCF value ranges from about $232.16 to $387.13 per share. If that range still sits below today's price, the market is optimistic relative to the model across the whole band; if it brackets the price, the stock is roughly fairly valued on our assumptions. Use the interactive slider to see exactly where your own cost-of-capital view lands.
How to read this page: the DCF fair value is what Evercore Inc. would be worth if its cash flows grow as modeled and are discounted at the stated WACC. The assumptions table shows every input and its source; the reverse-DCF shows what the market believes; the sensitivity band shows how fragile the answer is. None of this is investment advice — it is a transparent, auditable framework for forming your own view of EVR's intrinsic value. Figures update as new filings and prices come in.
Every input behind EVR's DCF
| Input | Value |
|---|---|
| Base-year revenueLive feed — totalRevenue (TTM) | $4,709,990,000 |
| Base EBIT marginComputed — trailing operatingMargins, held roughly flat | 17.8% |
| Forecast revenue growthESTIMATEAssumption — TickerWorth's 5-year explicit forecast | 19% → 15% → 11% → 8% → 4% |
| Risk-free rateLive feed — US 10-year Treasury yield (^TNX) | 5.1% |
| BetaLive feed — yfinance, 5-year monthly beta vs the S&P 500 (clamped to 0.4–2.5) | 1.51 |
| Terminal growthESTIMATEAssumption — TickerWorth house default 2.5%, held below WACC | 2.5% |
| Diluted sharesLive feed — sharesOutstanding | 38M |
| Market priceDelayed quote · as of 2026-10-19 18:36 UTC | $247.85 |
Change EVR's assumptions
The discount-rate dial and the editable model
ProChange growth, margin and WACC yourself — Pro (7-day free trial, card required).
What does Evercore Inc. do?
What does it do?
Evercore Inc., together with its subsidiaries, operates as an independent investment banking firm in the Americas, Europe, Middle East, Africa, and Asia-Pacific. The company operates through two segments, Investment Banking & Equities, and Investment Management. It operates in the Capital Markets industry (Financial Services sector), headquartered in United States. The company employs roughly 2,715 people.
How does it make money?
The business turns $3.9B in annual revenue into profit. Out of every $100 of sales, about $18 is left as operating profit (operating margin of 17.8%), after a 94% gross margin on the products/services it sells. After all costs, taxes and interest, 15.8% of revenue becomes bottom-line net profit.
Is it financially healthy?
Financially it looks solid: carries modest debt (0.5× equity), comfortably covers its short-term bills (1.8× current ratio), and is currently profitable.
Who at EVR filed insider trades?
| Date | Insider | Relationship | What happened | Value | Filing |
|---|---|---|---|---|---|
| LaLonde Timothy Gilbert | Chief Financial Officer | Open-market sale | $2,678,594.52 | Form 4 for LaLonde Timothy Gilbert (opens sec.gov in a new tab) | |
| Williamson Sarah K | Director | Grant / award | — | Form 4 for Williamson Sarah K (opens sec.gov in a new tab) | |
| WHEELER WILLIAM J | Director | Grant / award | — | Form 4 for WHEELER WILLIAM J (opens sec.gov in a new tab) | |
| VARNEY CHRISTINE A | Director | Grant / award | — | Form 4 for VARNEY CHRISTINE A (opens sec.gov in a new tab) | |
| Robertson Sir Simon | Director | Grant / award | — | Form 4 for Robertson Sir Simon (opens sec.gov in a new tab) | |
| OVERLOCK WILARD J JR | Director | Grant / award | — | Form 4 for OVERLOCK WILARD J JR (opens sec.gov in a new tab) |
A disclosure, not a signal to trade. Source: SEC EDGAR (Form 4). Older filings and the 90-day buying-and-selling read are part of Pro. See plans
Common questions
What is EVR's intrinsic value?
TickerWorth's blended fair value for Evercore Inc. (EVR) is $244.91 per share, versus a market price of $247.85 (roughly at fair value).
Is EVR overvalued or undervalued?
On our blended fair value EVR looks in line with fair value at $247.85. This is an educational estimate, not advice.
What discount rate is used for EVR?
A WACC of 11.6% and a terminal growth rate of 2.5%.
Is Evercore stock undervalued?
TickerWorth's fair value for Evercore Inc. (EVR) is $244.91 against a market price of $247.85. Our read: Priced within our range of $183.76 – $428.36. This is a model estimate, not investment advice.
Evercore (EVR) DCF valuation and fair value
Our fair value for Evercore Inc. (EVR) is $244.91, built on a 11.6% discount rate (WACC) and 2.5% terminal growth. It blends our discounted-cash-flow model with other valuation lenses. Every assumption is listed on this page with its source.
What growth is priced into Evercore stock?
Today's price implies revenue growth of 8.3% a year for 5 years; our model assumes 11.3% a year on average over the same horizon. This is a reverse DCF: it holds our cash-flow model's other inputs and solves for the revenue growth that makes the model equal today's price of $247.85. A model estimate, not investment advice.
Evercore (EVR) insider trading
The most recent insider filing (SEC Form 4) for Evercore Inc. (EVR): LaLonde Timothy Gilbert, Chief Financial Officer, open-market sale on 2026-06-11. The latest filings are listed on this page. A disclosure, not a signal to trade.
Not investment advice. TickerWorth Score is a model output.
Educational tool. Every output reflects the assumptions shown — not a prediction and not investment advice. TickerWorth is not a licensed investment adviser, and these figures are estimates from public filings and market data that can be wrong.