Positive context积极背景
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。
Financials
S&P 400标普400中盘
Financial金融股
$312.43
+$12.48 · +4.16%
52w low52周低 $258high高 $387
Neutral — no clear edge中性 — 无明显优势
Daily low forming, but the bigger trend is still bearish. Small size only; stop below 297.97.日线低点正在形成，但大趋势仍偏空。只适合小仓位；止损设于 297.97 下方。
Live实时
Company intelligence公司情报
The latest call, in context把最新财报放回历史脉络
A synthesized event record across management commentary and recorded metrics. Read as context; verify exact wording in the transcript before relying.综合管理层表述与记录指标形成事件档案。仅供参考；使用前请在电话会原文中核对准确措辞。
Live company record实时公司记录
JavaScript loads the source-bounded event record here. Open Terminal if the live module does not start.JavaScript 会在此加载受来源约束的事件记录。如实时模块未启动，请打开终端。
Continue with full transcript history继续查看完整电话会历史 ↗Pressure context压力背景
History mode历史模式
Context only仅供参考 · not a signal or recommendation不构成信号或建议
Narrative claims may await line-level citation; verify in the transcript.叙述性内容可能仍待逐行引用，请在电话会原文中核对。
Price chart价格图表
daily · interactive日线 · 可交互
Open in Terminal打开终端 ↗
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Open the live chart in Terminal在终端中打开实时图表 ↗
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。
MMastermind Terminal — live & interactiveMastermind 终端 — 实时互动 ↗
Technicals技术面
daily bars日线数据 · 2026-08-14
Momentum (RSI 14)动量（RSI 14）
44
Neutral zone中性区域
vs 50-day average相对50日均线
-7.7% below下方
Below trend跌破趋势
vs 200-day average相对200日均线
-5.3% below下方
Long trend down长期向下
Volatility波动率
90th percentile第90百分位
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
Estimates being cut预期下调
Post-earnings drift: +3.2% (20d)财报后漂移：+3.2%（20日）
Financials财务数据
fiscal years财年Revenue营业收入
$3.9B2025
20202025
5-yr growth5年复合增速 11.2%
Earnings per share每股收益
$14.052025
20202025
5-yr growth5年复合增速 11.3%
Free cash flow自由现金流
$1.2B2025
20202025
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
Short interest changed +13.5%空头仓位变动 +13.5%
Technical技术面
EVR StochRSI turned up from oversoldEVR StochRSI自超卖区上行
Ownership & smart money持仓与聪明钱
13FInsider activity:内部人动向： -$4.4M net (1 buyers, 3 sellers)-$4.4M 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
DOWNTREND → UNCONFIRMED TURN下跌趋势 → 未确认转向
HIGH-RISK · NIMBLE ONLY. A daily bottoming setup is forming (swing low in, momentum turned up) — but the higher timeframes haven't confirmed it: the bigger picture is still bearish (weekly momentum negative). This is an UNCONFIRMED TURN, not a confirmed buy. Weekly confirmation lags price, so this exact reading covers BOTH bounces that fail AND the first leg of a genuine new cycle — you can't tell which in real time, so treat it as a risk/size signal, not a direction call. Measured: weekly-unconfirmed bottoming setups held the low ~49% of the time vs ~68% once the weekly turns up. The daily cycle has also failed (broke its own start low), which tilts the odds toward failure here高风险 · 仅限灵活操作。正在形成日线筑底形态（摆动低点已现、动量转向上行）——但更高周期尚未确认：大局仍偏空（周线动量为负）。这是「未确认转向」，并非已确认的买入。周线确认滞后于价格，因此同样的读数既涵盖最终失败的反弹，也涵盖真正新周期的第一段——实时无法判定属于哪一种，故应将其视为风险/仓位信号，而非方向判断。实测：周线未确认的筑底形态约 49% 守住低点，周线转向后升至约 68%。日线周期同样已经失败（跌破其自身起始低点），此处概率更偏向失败
Aug 13, 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. $312.43.StochRSI重回20上方 — 下行动量趋缓的最早预警。$312.43。
Jul 29, 2026
NEARING A LOW → DOWNTREND接近低点 → 下跌趋势
AVOID回避
Jul 29, 2026
EVR lost its 200-day averageEVR 跌破200日均线
Price closed below the 200-day moving average — the classic bear dividing line. $304.71.收盘跌破200日均线 — 经典的空头分界线。$304.71。
Jul 29, 2026
EVR broke down vs the marketEVR 相对市场走弱
Relative strength vs SPY crossed below the 10th percentile of the last 90 days — weakness often leads price. $304.71.相对标普500的强弱下穿近90日的第10百分位 — 走弱常先于价格。$304.71。
Jul 22, 2026
NEARING A HIGH → NEARING A LOW接近高点 → 接近低点
GET READY准备
Jul 21, 2026
DOWNTREND → NEARING A HIGH下跌趋势 → 接近高点
TAKE PROFITS止盈
Jul 20, 2026
UNCONFIRMED TURN → DOWNTREND未确认转向 → 下跌趋势
AVOID回避
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。
Showing the last 15 of显示最近15条，共 265 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
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）
58/100 — middle of the pack居中
vs market, 3 months相对大盘（3个月）
18/100 — weaker than most弱于多数
vs market, 6 months相对大盘（6个月）
22/100 — weaker than most弱于多数
vs market, 12 months相对大盘（12个月）
33/100 — middle of the pack居中
Rank in sector行业内排名
#150 / 262
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 | +0.7% | +1.2% |
| 1 Month近1月 | -8.7% | +3.5% |
| 3 Months近3月 | -6.1% | +5.2% |
| 6 Months近6月 | -2.6% | +14.4% |
| Year to date年初至今 | -10.6% | +14.2% |
| 1 Year近1年 | +0.3% | +21.6% |
| 3 Years近3年 | +137.8% | +79.7% |
Trading information交易信息
Beta vs market贝塔
1.76
Volatility rank波动率分位
90th pctile
Off 52-week high距52周高点
-18.0%
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）
81
vs 20-day average相对20日均线
-2.8%
vs 50-day average相对50日均线
-7.7%
vs 200-day average相对200日均线
-5.3%
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 — turning up soon动能向下——接近转强
3-day3日线
momentum down动能向下
Weekly周线
momentum down动能向下
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 state波幅状态
expanding — range opening up扩张中 — 波幅放大
Range width percentile波幅宽度分位
79/100
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
10
Estimate direction预期调整方向
mostly cutting多数下调
Estimate change, 90 days预期变化（90天）
-1.9%
Net upgrades, 30 days净上调（30天）
+0
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': 11, 'holders_first': 1, 'holders_last': 0, 'holders_delta': -1, 'value_change_pct': -100.0, 'from_period': '2023-09-30', 'to_period': '2026-03-31', 'available_on': '', 'available_on_first': '2023-11-14', 'holders_series': [1, 1, 1, 1, 1, 1, 1, 1, 1, 1, 0]}{'direction': 'distributing', 'n_quarters': 11, 'holders_first': 1, 'holders_last': 0, 'holders_delta': -1, 'value_change_pct': -100.0, 'from_period': '2023-09-30', 'to_period': '2026-03-31', 'available_on': '', 'available_on_first': '2023-11-14', 'holders_series': [1, 1, 1, 1, 1, 1, 1, 1, 1, 1, 0]}
Insiders & shorts内部人与空头
Insider net buying (6 months)内部人净买入（6个月）
-$4.4M
Insider buyers vs sellers内部人买家vs卖家
1 : 3
Days to cover回补天数
2.3
Short interest change空头变化
+13.5%
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。
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% | 3 |
| Jul7月 | 75% | +11.5% | 4 |
| Aug8月 | 50% | +4.4% | 4 |
| 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。