CluenexEvercore EVR
Evercore scores excellent on business quality (8.9 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What Evercore does
Evercore operates as an independent investment banking advisory firm, earning fees from corporations, boards, and institutional investors for guidance on mergers, acquisitions, and restructuring.
- What it does best
Evercore dominates independent financial advisory by retaining top-tier dealmakers, delivering a return on equity of 39.8 percent that outpaces peers like FRHC at 11.0 percent. This talent-driven franchise creates a trusted brand that institutional clients rely on for high-stakes transactions.
- The main risk
M&A market freezes remain the core threat, as episodic deal volumes directly dictate advisory fee generation and can rapidly compress revenue when macroeconomic uncertainty halts boardrooms.
Quality, check by check
Scored against its own industry, from company filings.
Operating margins sit at 21.9 percent while free cash flow reaches $1.6 billion, expanding as revenue scales efficiently without heavy capital expenditure requirements of $42 million.
Reputational prestige and elite advisory relationships lock in corporate boards, backed by a gross margin of 99.1 percent sitting in the top decile of its sector. Rivals cannot easily replicate trusted board-level access.
Advisory fees power the top line, driving revenue growth of 29.5 percent which accelerates sharply compared to historical multi-year contraction and recovery cycles shown in past annual summaries.
Evercore holds a net cash position of $2.4 billion against total debt of $588 million, generating $1.6 billion in free cash flow while returning capital through $948 million in buybacks, getting stronger.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
No open market buys or unplanned sales by executives or directors.
Our sealed record on EVR
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
Evercore scores excellent on the Cluenex quality check (8.9 of 10), measured against its own industry. Profitability is strong, moat strong, growth fast and financial health strong.
In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.
Oct 28, 2026, before the open.
See EVR today
- Today's verdict on EVR, and why
- Fair value with cautious, base and optimistic cases
- The exact price that would change the verdict
- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “Evercore (EVR)”, https://cluenex.com/stocks/evr/, data as of Oct 10, 2026.