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EVR

Evercore Partners Inc
Chart
$339.43
Latest Week 2026-06-05
Financial ServicesCapital MarketsLARGE
Snapshot 2026-06-07 · 0.0w · Fresh
0.67
OS Score
25.0%
Value
98.0%
Quality
81.0%
Momentum
5/9
F-Score
0.495
QV
StrategiesValueQualityMomentumCompositeInteractionsFactor AnalysisTrendsFundamentals
Strategy Eligibility
4 of 23 passing
★
OS Composite
✗
↗
Trending Value
✗
◆
Quality × Value
✗
🏛
Cornerstone Value
✗
🌿
Cornerstone Growth
✗
💎
Deep Value
✗
◇
VC2 Cheapest
✗
📐
EBITDA/EV
✗
◐
Veiled Value
Yes
▣
Piotroski Bargains
✗
🔬
Quality Compounders
✗
📈
Consistent Earners
✗
🌱
GARP
Rev +47%
🔄
Shareholder Yield
✗
💰
High Yield
✗
🚀
Momentum Leaders
12-1 40%
◉
Market Leaders
✗
◎
Tiny Titans
✗
🔍
Small Cap Value
✗
🛡
Low Volatility
✗
🏷
Sector Cheapest
✗
🧠
Capital Allocators
✗
⚡
Risk-Adj Momentum
RAM 1.12
V
Value Analysis
Cheapness relative to fundamentals
25.0%ile
P/E
19.0×
P/S
3.1×
P/B
8.0×
E/P
0.0526
FCF Yield
0.120
EBITDA/EV
0.077
SH Yield
0.010
Relative Strength Across Value Dimensions
Multiples & Yields — Decomposition
VC1 (5-Factor)
77.00000000
/100 — 1=cheapest
VC2 (Trending Value)
74.00000000
/100
VC3 (Buyback)
74.00000000
/100
FCF yield of 12.0% is strong — the business generates significant free cash relative to price.
Q
Quality Analysis
Profitability, efficiency, balance sheet & earnings quality
98.0%ile
ROE
0.419
ROA
0.173
Net Margin
0.163
Op Margin
0.223
GPA
1.051
D/E
1.25
Current
7.85
F-Score
5/9
Quality Radar — Relative Strength
Profitability & Leverage Breakdown
Rev Growth
0.473
Earn Growth
0.702
Stability
0.508
lower=better
Accruals
-0.193
lower=better
5yr Consist
No
ROE of 42% is exceptional.
M
Momentum & Risk
Price trend, volatility regime, risk-adjusted returns
81.0%ile
6M Return
2.9%
12M Return
39.7%
12-1 Mom
40.1%
Risk-Adj
1.12
Vol 252d
35.9%
Vol 60d
83.4%
↑ Expanding
Max DD 12M
-29.0%
Return Comparison — 6M / 12M / 12-1
Volatility Regime — 60d vs 252d
12-1 momentum of 40% is very strong — a clear uptrend. Near-term vol (83%) is expanding vs long-term (36%) — risk is increasing.
OS
Composite & Factor Heatmap
All factors at a glance
0.67
Pillar Balance — Value / Quality / Momentum
Factor Heatmap — green=strong, red=weak
▦
Sector Context
Financial Services · 500 peers
Sector Value %ile
0.2%
Sector Quality %ile
99.4%
P/E z-score
0.24
P/B z-score
0.20
Sector Avg OS
86.5%
Ticker vs Sector Averages
Relative Valuation Z-Score
Top Sector Peers (By OS)
SymbolNameOSValueQualityMomentum
BAP Credicorp Ltd 99.0% 98.0% 93.0% 84.0%
HG Hamilton Insurance Group, Ltd. 99.0% 97.0% 94.0% 85.0%
BFH Bread Financial Holdings, Inc. 99.0% 97.0% 97.0% 90.0%
UVE Universal Insurance Holdings Inc 99.0% 96.0% 94.0% 82.0%
CARE Carter Bank and Trust 99.0% 96.0% 98.0% 88.0%
MCY Mercury General Corporation 99.0% 95.0% 93.0% 86.0%
IFS Intercorp Financial Services Inc 98.0% 98.0% 90.0% 78.0%
RILY BRC Group Holdings, Inc. 98.0% 95.0% 79.0% 96.0%
Factor Interactions
Growth at Reasonable Price
Revenue growing 47% with P/E of 19×. Growth isn't fully priced in.
Quality Momentum — Expensive
Strong quality (98th) and momentum (81th) but expensive (25th value). Premium priced — watch for mean reversion.
Quality at a Premium
High quality (98th) but expensive (25th value). Upside may be limited without earnings growth.
Volatility Expanding
60-day vol (83%) significantly exceeds 252-day (36%). Near-term risk is elevated.
⚖
Factor Analysis
Comprehensive factor intelligence — strengths, weaknesses & cross-factor profile
Value
C
49.5% avg (7 factors)
Quality
A
88.1% avg (8 factors)
Momentum
B
64.6% avg (4 factors)
Risk
C
56.9% avg (1 factors)
▲ Top Strengths — highest scoring factors
▼ Key Weaknesses — lowest scoring factors
Factor Persistence1 snapshots
FactorCurrentStreakTrendSpark
OS Composite0.670—0—
Value %ile0.250—1—
Quality %ile0.980—1—
Momentum %ile0.810—1—
F-Score5.000—0—
Confidence1.000—1—
Volatility0.359—0—
Value FactorsCheapness relative to fundamentals — lower multiples = cheaper
P/E Ratio
19.02
Earnings Yield (E/P)
0.0526
Price / Sales
3.10
Price / Book
7.97
Price / Cash Flow
8.99
FCF Yield
12.0%
EBITDA / EV
7.7%
Sales Yield (1/P·S)
0.3363
Shareholder Yield
Div + net buyback / mktcap
1.0%
Quality FactorsProfitability, efficiency, and balance sheet strength
Return on Equity
41.9%
Return on Assets
17.3%
Net Margin
16.3%
Operating Margin
22.3%
Gross Profit / Assets
Novy-Marx GPA
105.1%
Debt / Equity
1.25
Current Ratio
7.85
Accruals Ratio
(NI-OCF)/Assets — lower=better
-0.193
MomentumPrice trend strength over different horizons
6M Return
2.9%
12M Return
39.7%
12-1 Momentum
Jegadeesh-Titman (skip recent month)
40.1%
Risk-Adjusted Momentum
Mom 12-1 ÷ Vol
1.12
Growth & StabilityEarnings trajectory, consistency, and capital allocation
Revenue Growth (YoY)
47.3%
Earnings Growth (YoY)
70.2%
Earnings Stability (CV)
Lower = more stable
0.508
5yr Consistent
EPS up every year for 5 years
No
Piotroski F-Score
5
Dividend Yield
1.0%
Buyback Yield
0.0%
O'Shaughnessy CompositesValue Composites (WWOWS 4th Ed) — 1=cheapest, 100=most expensive
VC1 (5-factor)
P/E+P/S+P/B+P/CF+EBITDA/EV
77
VC2 (6-factor)
VC1 + Shareholder Yield — used for Trending Value
74
VC3 (6-factor)
VC1 + Buyback Yield — no dividend preference
74
Capital Allocation & AlphaAlpha within factors — quality of management decisions
Veiled Value
Expensive by P/B, cheap by everything else
Yes
Market Leader
Above-avg mcap+revenue, non-utility
No
All Stocks Universe
Market cap > $200M
Yes
Tiny Titan
Micro-cap, low P/S, positive momentum
No
Quarterly Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity
Annual Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity