EVR

Evercore Inc. Financial Services - Capital Markets Investor Relations →

NO
46.5% ABOVE
↓ Approaching Was 56.1% last week
-15% -10% -5% 0% 5% 10% 15%+
Buy Threshold $218.84
14-Week RSI 44
Rel. Volume (14w) This week's trading vs. the 14-week average 1.9x
Buyers vs. Sellers (14w) Are up-weeks or down-weeks getting more volume? 0.81

Evercore Inc. (EVR) closed at $320.56 as of 2026-07-31, trading 46.5% above its 200-week moving average of $218.84. The stock is currently moving closer to the line, down from 56.1% last week. The 14-week RSI sits at 44, indicating neutral momentum.

Trading volume is running at 1.9x of its 14-week average, which is in the normal range. The balance between buying and selling volume (0.81 ratio) is neutral — neither side is clearly dominating.

Over the past 993 weeks of data, EVR has crossed below its 200-week moving average 12 times. On average, these episodes lasted 14 weeks. Historically, investors who bought EVR at the start of these episodes saw an average one-year return of +47.8%.

Over the past 19.1 years, a hypothetical investment of $100 in EVR would have grown to $2485, compared to $727 for the S&P 500. That represents an annualized return of 18.3% vs 11.0% for the index — confirming EVR as a market-beating investment and the kind of quality company where buying during 200-week moving average touches has historically been rewarded.

In the past 12 months, corporate insiders have made 1 open-market purchase totaling $580,860.

Free cash flow has been growing at a 32.5% compound annual rate, with 4 consecutive years of positive cash generation.

Business Health

Annual financials — how the underlying business has performed over the past several years.

Cash Flow Free cash flow & net income ($M)

Revenue Annual revenue ($M) — business growth proxy

Total Debt Balance sheet debt ($M)

ROIC Return on invested capital (%)

FCF Yield Free cash flow / market cap (%) — Yartseva signal

Gross Margin Pricing power & competitive moat (%)

Shares Outstanding Buybacks vs dilution (millions)

Growth of $100: EVR vs S&P 500

Monthly data normalized to $100 at start. Vertical dashed lines mark 200-week MA touches.

What Happens After EVR Crosses Below the Line?

Across 12 historical episodes, buying EVR when it crossed below its 200-week moving average produced an average return of +46.8% after 12 months (median +65.0%), compared to +18.8% for the S&P 500 over the same periods. 83% of those episodes were profitable after one year. After 24 months, the average return was +108.9% vs +43.2% for the index.

Each line shows $100 invested at the moment EVR crossed below its 200-week MA. Bold blue = stock average. Gray dashed = S&P 500 average over same periods.

Bean Score Experimental

The Bean Score measures how far a stock's free cash flow yield has deviated from its own quarterly baseline, normalized by the stock's historical behavior. Between earnings dates, FCF is constant — so the score is purely a function of stock price. The levels below show at what prices EVR would reach each dislocation threshold.

Current Bean Score -0.80σ
Current FCF Yield 11.49%
Baseline Yield 12.94%
Historical σ 1.45pp

Dislocation Price Levels

Prices where EVR's Bean Score would hit each σ threshold. Valid until next earnings report (date TBD — last report: 2026-03-31).

LevelσPriceSignal
Deep Value+2σ$253.16Unusually cheap — potential buy zone
Value+1σ$279.23Cheap vs. own history
Fair Value+0σ$311.29Historical mean behavior
Expensive-1σ$351.67Expensive vs. own history
Deep Expensive-2σ$404.07Unusually expensive — potential trim zone

Quarterly FCF & Yield Trailing twelve-month free cash flow and yield at each quarter end

Data depth: 2 quarterly baselines, 26 price observations — Limited history (4+ quarters preferred for reliability)

Signal Accuracy Collecting Data

The Bean Score system is accumulating weekly data to validate signal accuracy. After 13+ weeks of history, this section will display win rates and average returns for each σ threshold crossing — answering the question: "When this score says cheap or expensive, does the price subsequently move in the expected direction?"

12 / 13 weeks minimum

Theoretical framework — not backtested or forward-tested. The Bean Score uses trailing twelve-month free cash flow yield as a dislocation identifier. It measures whether the market has pushed a stock's yield unusually far from its own baseline behavior. These levels are reference points for identifying potential swing trade opportunities, not buy/sell signals. FCF values update quarterly with earnings; between reports, all movement is price-driven.

Dislocation Scores Experimental

Each score measures deviation from EVR's own historical baseline — the same idea as the Bean Score, applied to different fundamentals. Positive means cheaper or more dislocated than this stock's norm. Scores marked σ are normalized by the stock's own variability; pp values are simple deltas from its recent baseline.

Yield Dislocation -1.30σ Dividend yield vs own 10-yr norm
Drawdown Score -0.46σ Distance from line vs own history
Sector-Relative -0.53σ Vs sector median this week
Buyback Acceleration +0.9pp YoY share change vs own 3-yr pace (− = accelerating)
Insider Intensity N/A TTM buys / market cap, percentile of buyers
FCF Yield vs History N/A Vs own recent annual mean
Earnings Quality Improving Accrual gap trend (-5.9pp of revenue)

Theoretical framework — not backtested. These scores describe how unusual today's readings are for this specific company. They are starting points for research, not buy or sell signals. Annual-statement scores (buyback, accruals, FCF vs history) rest on only ~4 yearly data points and are deltas, not sigmas.

Insider Buying Activity

1 conviction buy in the past 12 months (purchases over $500K with meaningful position increases).

DateInsiderTitleValueSharesPosition +%
2026-03-06WILLIAMSON SARAH KDirector$580,8602,000N/A

Historical Touches

EVR has crossed below its 200-week MA 12 times with an average 1-year return of +47.8% after recovery.

Crossed BelowRecoveredWeeksMax Depth1-Year ReturnReturn Since Touch
Jul 2007Aug 200910668.8%-50.4%+1936.8%
Aug 2011Aug 201124.2%+15.3%+1939.9%
May 2012Aug 20121312.0%+79.2%+1734.5%
Aug 2012Sep 201210.8%+84.8%+1639.6%
Nov 2012Nov 201210.2%+108.9%+1566.0%
Jun 2016Jul 201625.5%+64.9%+806.9%
Dec 2018Dec 201812.7%+18.7%+467.9%
Oct 2019Oct 201910.2%+16.9%+395.3%
Dec 2019Jan 202053.2%+51.6%+386.1%
Feb 2020Oct 20203353.2%+85.3%+445.6%
Jul 2022Jul 202224.3%+32.6%+274.4%
Sep 2022Oct 2022512.6%+65.5%+280.1%
Average14+47.8%

Frequently Asked Questions

Is EVR below its 200-week moving average?

No. Evercore Inc. (EVR) is currently 46.5% above its 200-week moving average of $218.84. It would need to fall to $218.84 to cross below the line.

What is EVR's 200-week moving average price?

Evercore Inc.'s 200-week moving average is $218.84 as of 2026-07-31. This is the average weekly closing price over roughly the last 4 years, and it acts as a long-term trend line. When a stock drops below this level, it can signal that the price has fallen far enough from the long-term trend to attract value-oriented investors.

What happens when EVR drops below its 200-week moving average?

EVR has crossed below its 200-week moving average 12 times in our data. On average, buying at that moment produced a one-year return of +47.8%. These dips have historically been decent entry points. These episodes lasted 14 weeks on average.

Is EVR a good value right now?

Here's what our data says about EVR as of 2026-07-31: The stock is above its 200-week moving average, so it doesn't currently meet our primary signal. The 14-week RSI is 44. Price-to-book is 7.0x. This is not a buy or sell recommendation — always do your own research.

How does EVR compare to the S&P 500?

Over the past 19.1 years, $100 invested in EVR would have grown to $2485, compared to $727 for the S&P 500. That's 18.3% annualized vs 11.0% for the index. EVR has outperformed the broader market over this period.

Does EVR pay a dividend?

Yes. Evercore Inc. currently pays a dividend yield of 114.00%.

Not financial advice. This is an educational tool. Past performance does not guarantee future results. Do your own research before making investment decisions.

Data as of week of 2026-07-31