Evercore · Financials
EVR
$341.54
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...EvercoreInc.（前身为EvercorePartners）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
Engine stance引擎立场2026-07-20
Constructive — building a base建设性 — 正在筑底
Daily low forming, but the bigger trend is still bearish. Small size only; stop below 331.04.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 331.04 下方。
Key Statistics关键统计
Price价格
$341.54
10.4% below 52-week high低于52周高点 10.4%
Beta贝塔
1.72
Moves about 1.7x the market波动幅度约为市场的 1.7 倍
RSI (14)RSI（14）
48
Neutral zone中性区域
Next Earnings下次财报
2026-07-29 (10d)
Volatility Rank波动率分位
68th pctile
hist. vol. percentile历史波动率分位数
Performance价格表现
| Period周期 | EVR | S&P 500 | vs Index对比指数 |
|---|---|---|---|
| 1 Week近1周 | +2.0% | -1.5% | Beat the index by 3.5 points跑赢指数 3.5 个百分点 |
| 1 Month近1月 | -6.9% | +0.6% | Lagged the index by 7.5 points落后指数 7.5 个百分点 |
| 3 Months近3月 | -5.6% | +4.7% | Lagged the index by 10.3 points落后指数 10.3 个百分点 |
| 6 Months近6月 | -9.4% | +7.8% | Lagged the index by 17.2 points落后指数 17.2 个百分点 |
| Year to date年初至今 | -2.3% | +9.1% | Lagged the index by 11.4 points落后指数 11.4 个百分点 |
| 1 Year近1年 | +15.4% | +19.4% | Lagged the index by 4.0 points落后指数 4.0 个百分点 |
| 3 Years近3年 | +162.3% | +69.4% | Beat the index by 92.9 points跑赢指数 92.9 个百分点 |
Technicals技术面
RSI (14)RSI（14）
48
Neutral zone中性区域
vs 50-day相对50日均线
-1.1% vs 50-day avg
vs 200-day相对200日均线
+3.6% vs 200-day avg
Volatility rank波动率分位
68th percentile 分位
Engine reference levels — not advice引擎参考水平 — 非投资建议
Buy zone买入区间
$330.95
Don't chase above不追高于
$341.50
Stop止损
$331.00
Bounce — turn not confirmed; wait反弹 — 转向未确认，先观望
Earnings财务业绩
10
days until next report天后公布财报
2026-07-29
Estimates roughly stable预期基本稳定
Earnings call transcripts — coming soon财报电话会议记录 — 即将上线
Financials财务数据
Revenue营业收入
5yr CAGR5年复合增速: 11.2%
Earnings Per Share每股收益
5yr CAGR5年复合增速: 11.3%
Free Cash Flow自由现金流
Margins利润率
29.1%Return on Equity股本回报率
11.0%Return on Assets资产回报率
Piotroski皮奥特罗斯基 5/6
Watch关注
Snapshot Gauges综合指标
Beta市场敏感度
1.72×
0.21×3×
Moves about 1.7× the market波动幅度约为市场的 1.7 倍
Financial Health财务健康
5/6
Adequate financial health财务健康状况一般
Dividend分红
—
Does not pay a dividend不派发股息
Why Is It Moving为何波动
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
EVR weekly MACD crossed downEVR 周线MACD下穿
Ownership & Smart Money持仓与聪明钱
Insider activity内部人员活动: -$1.8M net (1 buyers, 3 sellers)-$1.8M 净值（1 买家，3 卖家）
| Fund基金 | Grade评级 | Activity动作 | % of portfolio组合占比 | As of截至 |
|---|---|---|---|---|
| Basswood Capital Management | B | exitexit | 0.0% | 2026-03-31 |
Signal History信号历史
COUNTERTREND BOUNCE
UNCONFIRMED TURN
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 last 15 of显示最近15条，共 257 signals条信号
Factor Profile因子特征
Composite factor score综合因子得分: 0.15
Quality质量
+1.5
Investment资本投入
-1.2
Low volatility低波动
+0.1
Low market beta低市场敏感度
-1.2
Earnings quality盈利质量
+1.6
Short interest空头兴趣
+0.8
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...EvercoreInc.（前身为EvercorePartners）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。
Watch items — what could change the thesis关注项 — 可能改变论点的因素
- Capital intensity rising
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