Stocks股票 / Financials / EVR
Evercore · Financials
EVR US listed · USD美股 · 美元
Evercore Inc., formerly known as Evercore Partners, is a global independent investment banking advisory firm founded in 1995 by Roger Altman, David Offensend, and Austin Beutner. The firm has advised on over $4.7 trillion of merger, acquisition, and restructuring transactions...Evercore Inc.（前身为Evercore Partners）是一家全球独立的投资银行咨询公司，由罗杰·奥特曼、大卫·奥芬森德和奥斯汀·博伊特纳于1995年创立。自成立以来，该公司已为超过4.7万亿美元的并购、重组交易提供咨询。
Financial金融股
Financials
S&P 400标普400中盘
$333.53
-$8.01 · -2.35%
52w low52周低 $258high高 $387
Hold off — timing against you暂缓 — 时机不利
Downtrend — stand aside until a new cycle low forms and confirms.下跌趋势——观望，直至新的周期低点形成并确认。
Engine read引擎解读 · 2026-07-21
Price chart价格图表
daily · interactive日线 · 可交互
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Candles, volume and moving averages — pan and zoom inside the chart.蜡烛图、成交量与均线 — 图内可缩放拖动。
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Technicals技术面
daily bars日线数据 · 2026-07-21
Momentum (RSI 14)动量（RSI 14）
44
Neutral zone中性区域
vs 50-day average相对50日均线
-3.4% below下方
Below trend跌破趋势
vs 200-day average相对200日均线
+1.2% above上方
Long trend up长期向上
Volatility波动率
68th percentile第68百分位
These readings feed the stance at the top — one source per number, refreshed nightly.以上读数构成页首的引擎立场 — 每个数字只有一个来源，每晚更新。
Earnings财务业绩
next report下次财报 2026-07-299days to go天后公布
Estimates roughly stable预期基本稳定
Financials财务数据
fiscal years财年Revenue营业收入
5-yr growth5年复合增速 11.2%
Earnings per share每股收益
5-yr growth5年复合增速 11.3%
Free cash flow自由现金流
Net margin净利率
15.3%
FCF margin自由现金流利润率
32.4%
Balance-sheet quality财务体质 5/6
Return on equity股本回报率 29%
Watch关注
Why is it moving为何波动
6 checks · nightly六项检查 · 每晚
Macro宏观
Short-duration name into a restrictive, rising-real-rate regime → rate tailwind.短久期标的进入偏紧、实际利率上行的环境→利率顺风。
Positioning持仓
Insider cluster activity内部人集中交易
Technical技术面
NEARING A HIGH → UNCONFIRMED TURN接近高点 → 未确认转向
Ownership & smart money持仓与聪明钱
13FInsider activity:内部人动向： -$1.8M net (1 buyers, 3 sellers)-$1.8M 净值（1 买家，3 卖家）
| Fund基金 | Grade评级 | Latest move最新动作 | % of book组合占比 | As of截至 |
|---|---|---|---|---|
| Basswood Capital Management | B | exitexit | 0.0% | 2026-03-31 |
Signal history信号历史
engine events引擎事件
UNCONFIRMED TURN → DOWNTREND未确认转向 → 下跌趋势
AVOID. Failed cycle — price broke below the low that started this cycle, which historically means the larger trend is rolling over (~80% of cases)回避。失败周期——价格跌破了启动本周期的低点，历史上这通常意味着更大的趋势正在掉头向下（约 80% 的情形）
Jul 17, 2026
NEARING A HIGH → UNCONFIRMED TURN接近高点 → 未确认转向
HIGH-RISK · NIMBLE ONLY高风险 · 仅限灵活操作
Jul 17, 2026
EVR weekly MACD crossed downEVR 周线MACD下穿
The weekly MACD histogram turned negative — the slower, less-whippy momentum read.周线MACD柱状图转负 — 更慢、更少来回的动量信号。
Jul 17, 2026
EVR daily MACD crossed downEVR 日线MACD下穿
The daily MACD histogram turned negative — fast and noisy, context rather than a standalone trigger. $341.54.日线MACD柱状图转负 — 快速且嘈杂，仅作背景。$341.54。
Jul 16, 2026
EVR daily MACD crossed upEVR 日线MACD上穿
The daily MACD histogram turned positive — fast and noisy, context rather than a standalone trigger. $349.71.日线MACD柱状图转正 — 快速且嘈杂，仅作背景。$349.71。
Jul 14, 2026
DOWNTREND → NEARING A HIGH下跌趋势 → 接近高点
TAKE PROFITS止盈
Jul 14, 2026
EVR StochRSI turned up from oversoldEVR StochRSI自超卖区上行
StochRSI popped back above 20 — the earliest oscillator heads-up that downside momentum is easing. $342.20.StochRSI重回20上方 — 下行动量趋缓的最早预警。$342.20。
Jul 10, 2026
BOTTOMING → DOWNTREND筑底中 → 下跌趋势
AVOID回避
Jul 9, 2026
DOWNTREND → BOTTOMING下跌趋势 → 筑底中
BUY SETUP买入预备
Jul 8, 2026
BOTTOMING → DOWNTREND筑底中 → 下跌趋势
AVOID回避
Jul 6, 2026
EVR StochRSI turned up from oversoldEVR StochRSI自超卖区上行
StochRSI popped back above 20 — the earliest oscillator heads-up that downside momentum is easing. $355.48.StochRSI重回20上方 — 下行动量趋缓的最早预警。$355.48。
Showing the last 15 of显示最近15条，共 259 signals条信号
Company profile公司档案
Evercore Inc., formerly known as Evercore Partners, is a global independent investment banking advisory firm founded in 1995 by Roger Altman, David Offensend, and Austin Beutner. The firm has advised on over $4.7 trillion of merger, acquisition, and restructuring transactions...Evercore Inc.（前身为Evercore Partners）是一家全球独立的投资银行咨询公司，由罗杰·奥特曼、大卫·奥芬森德和奥斯汀·博伊特纳于1995年创立。自成立以来，该公司已为超过4.7万亿美元的并购、重组交易提供咨询。
Style DNA — how it trades vs the market风格基因 — 相对市场的交易特征
Quality质量
Above market高于市场
Investment资本投入
Below market低于市场
Low volatility低波动
Below market低于市场
Low market beta低市场敏感度
Below market低于市场
Earnings quality盈利质量
Below market低于市场
Short interest空头兴趣
Below market低于市场
Watch items — what could change the story关注项 — 可能改变故事的因素
- Capital intensity rising
The whole US universe — S&P 1500 and Russell 2000 — read nightly.覆盖标普1500与罗素2000全部成分股 — 每晚更新解读。
Signals, options positioning, smart-money moves and factor DNA — the same engine that wrote this page covers 2,700+ US stocks.信号、期权持仓、聪明钱动向与因子基因 — 撰写本页的引擎覆盖2700多只美股。
Statistics — full detail统计数据 — 完整明细
Relative strength相对强度
vs market, 1 month相对大盘（1个月）
76/100 — stronger than most强于多数
vs market, 3 months相对大盘（3个月）
20/100 — weaker than most弱于多数
vs market, 6 months相对大盘（6个月）
20/100 — weaker than most弱于多数
vs market, 12 months相对大盘（12个月）
47/100 — middle of the pack居中
Rank in sector行业内排名
#78 / 252
0–100 percentile of total return vs all covered stocks.总回报在全部覆盖股票中的百分位（0–100）。
Price history价格历史
| Period周期 | This stock本股 | S&P 500标普500 |
|---|---|---|
| 1 Week近1周 | -0.2% | -0.9% |
| 1 Month近1月 | -10.3% | -0.6% |
| 3 Months近3月 | -5.4% | +5.4% |
| 6 Months近6月 | -9.9% | +8.6% |
| Year to date年初至今 | -4.6% | +8.9% |
| 1 Year近1年 | +12.9% | +19.2% |
| 3 Years近3年 | +151.4% | +69.9% |
Trading information交易信息
Beta vs market贝塔
1.72
Volatility rank波动率分位
68th pctile
Off 52-week high距52周高点
-12.5%
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。
Financials — full detail财务数据 — 完整明细
Multi-year record多年财务记录
| 20202020 | 20212021 | 20222022 | 20232023 | 20242024 | 20252025 | |
|---|---|---|---|---|---|---|
| Revenue营业收入 | $2.3B | $3.3B | $2.8B | $2.4B | $3.0B | $3.9B |
| EPS每股收益 | $8.22 | $17.08 | $11.61 | $6.37 | $9.08 | $14.05 |
| Free cash flow自由现金流 | $925M | $1.4B | $508M | $438M | $958M | $1.2B |
| Gross margin毛利率 | — | — | — | — | — | — |
| Net margin净利率 | 15.3% | 22.4% | 17.1% | 10.5% | 12.6% | 15.3% |
| FCF margin自由现金流利润率 | 40.5% | 41.0% | 18.3% | 17.9% | 32.0% | 30.5% |
Latest fiscal year最近财年
Revenue (FY)营业收入（财年）
$3.9B
Net income净利润
$592M
Operating cash flow经营现金流
$1.3B
Total assets总资产
$5.4B
Shareholder equity股东权益
$2.0B
Dividends paid股息支出
$144M
Returns & growth回报与增长
Return on equity股本回报率
29.1%
Return on assets资产回报率
11.0%
Profit growth利润增速
+56.6%
Asset growth资产增速
+28.4%
Accounting quality checks会计质量检查
- Earnings quality: accruals trending up over 6 fiscal years — earnings increasingly not cash-backed盈利质量：应计利润在 6 个财年间走高——盈利的现金支撑减弱
- Capital discipline: assets +28.4% (aggressive expansion)资本纪律：资产 +28.4%（扩张激进）
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。
Technicals — full detail技术面 — 完整明细
Indicator readings指标读数
RSI (14-day)RSI（14日）
44
RSI (2-day)RSI（2日）
13
vs 20-day average相对20日均线
-3.4%
vs 50-day average相对50日均线
-3.4%
vs 200-day average相对200日均线
+1.2%
Golden cross (50>200)金叉（50>200）
in effect生效中
MACDMACD
below signal位于信号线下方
Timeframe alignment多周期共振
Daily日线
momentum down — fresh downturn动能向下——刚刚转弱
3-day3日线
momentum down动能向下
Weekly周线
momentum down — fresh downturn动能向下——刚刚转弱
When daily through monthly point the same way, moves carry further.当日线到月线方向一致时，行情往往更有延续性。
Volatility regime波动状态
Range width percentile波幅宽度分位
35/100
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。
Earnings — full detail财务业绩 — 完整明细
Estimate revisions预期修正
Analysts covering覆盖分析师
7
Estimate direction预期调整方向
mixed分歧
Estimate change, 90 days预期变化（90天）
+1.7%
Net upgrades, 30 days净上调（30天）
+3
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。
Ownership — full detail持仓 — 完整明细
Tracked funds holding it跟踪基金持仓
| Fund基金 | Grade评级 | Latest move最新动作 | % of book组合占比 | Position市值 |
|---|---|---|---|---|
| Basswood Capital Management | B | Exited清仓 | 0.0% | $24M |
Fund positioning基金持仓概览
Tracked funds in the name持有该股的跟踪基金
1
Buying vs selling买入vs卖出
0 : 1
Quarterly trend季度趋势
{'direction': 'distributing', 'n_quarters': 14, 'holders_first': 1, 'holders_last': 0, 'holders_delta': -1, 'value_change_pct': -100.0, 'from_period': '2023-03-31', 'to_period': '2026-06-30', 'available_on': '', 'available_on_first': '2023-05-15', 'holders_series': [1, 1, 1, 1, 1, 1, 1, 1, 1, 1, 1, 1, 0, 0]}{'direction': 'distributing', 'n_quarters': 14, 'holders_first': 1, 'holders_last': 0, 'holders_delta': -1, 'value_change_pct': -100.0, 'from_period': '2023-03-31', 'to_period': '2026-06-30', 'available_on': '', 'available_on_first': '2023-05-15', 'holders_series': [1, 1, 1, 1, 1, 1, 1, 1, 1, 1, 1, 1, 0, 0]}
Insiders & shorts内部人与空头
Insider net buying (6 months)内部人净买入（6个月）
-$1.8M
Insider buyers vs sellers内部人买家vs卖家
1 : 3
Days to cover回补天数
2.6
Short interest change空头变化
-2.7%
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。
Seasonality — full detail季节性 — 完整明细
Strongest month最强月份
Jan · 100%
Weakest month最弱月份
Feb · 33%
Month by month逐月统计
| Month月份 | Closed higher收涨占比 | Median move中位涨跌 | Years年数 |
|---|---|---|---|
| Jan1月 | 100% | +4.2% | 3 |
| Feb2月 | 33% | -11.9% | 3 |
| Mar3月 | 33% | -2.6% | 3 |
| Apr4月 | 67% | +6.5% | 3 |
| May5月 | 100% | +11.8% | 3 |
| Jun6月 | 100% | +3.0% | 4 |
| Jul7月 | 75% | +11.2% | 4 |
| Aug8月 | 67% | +4.4% | 3 |
| Sep9月 | 67% | +3.3% | 3 |
| Oct10月 | 33% | -5.5% | 3 |
| Nov11月 | 100% | +13.4% | 3 |
| Dec12月 | 67% | +6.3% | 3 |
History is a tendency, not a promise — small samples wobble.历史规律只是倾向而非保证 — 样本少时波动大。
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。