Evercore Inc.
Financial ServicesNYSE:EVR · New York Stock Exchange
+$4.90 today
Vol 0.25M · Avg 0.57M
Management
Put operating results in leadership context
Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.
Return Metrics
ROE, ROIC & ROA over time
ROE
29.1%
avg 29.0%
ROIC
12.5%
avg 12.8%
ROA
11.0%
avg 10.6%
Analysis
ROE is currently the strongest return metric at 29.1% versus its period average of 29.0%. 3 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.
Management
Key executives, compensation & ownership
| Name | Title | Compensation | Tenure | Age | Shares Owned | Ownership % |
|---|---|---|---|---|---|---|
John S. Weinberg | Chairman & Chief Executive Officer | $11.25M | — | 69 | $636,890.00 | 1.65% |
Roger Charles Altman | Founder & Senior Chairman | $10.75M | — | 80 | $84,152.00 | 0.22% |
Timothy Gilbert LaLonde | Senior MD & Chief Financial Officer | $5.59M | — | 64 | $42,608.00 | 0.11% |
Paul Pensa | Senior Managing Director, Chief Accounting Officer & Controller | $5.14M | — | — | $6,889.00 | 0.02% |
William O. Hiltz | Senior Managing Director of Advisory Business | $3.91M | — | 74 | $12,278.00 | 0.03% |
Jason Klurfeld | Senior MD, Corporate Secretary & General Counsel | $3.71M | — | 53 | $57,793.00 | 0.15% |
Matthew Lindsey-Clark | Co-Head of EMEA Investment Banking, Global Adv. Europe & Sr. MD of Strategic Advisory of London | $2.72M | — | 63 | $27,847.00 | 0.07% |
Sandeep Saini | Senior MD & Chief Information Officer | — | — | — | — | — |
Gregory Berube | Senior Managing Director of Liability Management & Restructuring of New York | — | — | — | — | — |
John Venezia | Managing Director of Corporate Advisory Business | — | — | — | $636,890.00 | 1.65% |
Alex Foster | Senior Managing Director of Strategic Advisory New York | — | — | — | — | — |
Bill Thompson | Senior MD of Strategic Advisory of San Francisco & Co-Head of Real Estate Strategic Advisory | — | — | — | — | — |
David Kamo | Senior MD of Strategic Advisory of New York & Senior MD in Investment Banking | — | — | — | — | — |
Wilco Faessen | Senior Managing Director of Advisory Practice | — | — | — | — | — |
Jamie Easton | Senior MD, Head of Communications & External Affairs | — | — | 46 | — | — |
Glenn Paul Schorr | Senior Managing Director of Equities | — | — | — | $6,889.00 | 0.02% |
Katy Haber | Senior MD, Head of Investor Relations & ESG | — | — | — | — | — |
Insider Trading
SEC Form 4 transactions — last 12 months
Buys
0
$0.00
Sells
5
$6.43M
Net Sentiment
$6.43M
Net selling
Most Active
Klurfeld Jason
2 transactions
Analysis
Insiders reported 0 buys worth $0.00 and 5 sells worth $6.43M over the last 12 months. That adds up to net selling of $6.43M. Klurfeld Jason was the most active insider with 2 transactions.
Growth Analysis
Historical CAGR & forward analyst estimates
| Metric | 10yr | 5yr | 3yr | Fwd Est. |
|---|---|---|---|---|
| EPS | N/A | N/A | +3.3% | +25.0% (14yr)1 analysts |
| Revenue | N/A | N/A | +23.5% | +11.8% (14yr)3 analysts |
| Net Income | N/A | N/A | +14.1% | +25.2% (14yr)3 analysts |
| EBIT | N/A | N/A | +24.2% | +17.8% (14yr)3 analysts |
Analysis
Recent growth has been strongest in EBIT at +24.2% over three years. Forward estimates point to Net Income at +25.2% (14yr), giving you a quick check on whether expectations are accelerating or cooling.
Competitors
Peer companies in the same sector
Jefferies Financial Group Inc.
NYSE:JEF
$12.59B
Stifel Financial Corp.
NYSE:SF
$11.14B
Houlihan Lokey, Inc.
NYSE:HLI
$9.56B
Piper Sandler Companies
NYSE:PIPR
$5.37B
Moelis & Company
NYSE:MC
$5.16B
Lazard Ltd
NYSE:LAZ
$4.31B
PJT Partners Inc.
NYSE:PJT
$3.96B
Oppenheimer Holdings Inc.
NYSE:OPY
$1.11B
Perella Weinberg Partners
NASDAQ:PWP
$1.05B
Who manages EVR?
Evercore Inc. (EVR) lists 17 active executives. The top listed executive is Sandeep Saini, Senior MD & Chief Information Officer.
Are EVR insiders buying or selling?
Recent insider activity shows net selling of $166.69M.
Explore More
Continue the stock analysis
Jump to another research area for this company.