Evercore Inc. (EVR): fair value, margin of safety and Wheel Score

Is EVR undervalued?

Evercore Inc. (EVR) closed at 256.62 on 16 Oct 2026. The GLS average fair value - the simple average of the 9 valuation models that produced a positive number - is 355.06, so the price sits 28% below it. 3 of the 9 models value the shares above the current price. A margin of safety between 10% and 30% is where most of the Sunday Scan candidates come from.

There is a wide gap between DDM (50.91) and Payback Time (1,048.34). When the models are this far apart the "fair value" is really a range, and the margin of safety above should be read with that range in mind.

The nightly engine files EVR under Value: positive earnings at a P/E of 18 or less.

Nine valuation models for EVR

Each model turns the latest filed numbers into a value per share; the GLS fair value is the simple average of the ones that produce a positive number. The last two rows are shown for reference and never enter the average. The Quote page lets you switch any model off and add your own margin of safety.

Quality and financial health

Evercore Inc. scores 6 of 9 on the Piotroski F-score: a middling result that passes the Sunday Scan's "6 or more" rule. Some of the nine tests on profitability, leverage and efficiency are failed, so the accounts are worth a look before selling a put on the name. On durability EVR scores 6.3/10 on the GLS Moat - a middle reading; the Scorecard on the Quote page's Financials tab shows which ten-year lines are steady and which are not.

Returns on capital are high - ROIC 18.6%, ROE 29.1%, ROA 11.0% - with debt at 0.57 times equity and a free-cash-flow yield of 16.5%.

The dividend yield is 1.35% with a payout ratio of 20% - a small yield that leaves most of the earnings in the business. Revenue comes mainly from Investment Banking and Equities 98%, Investment Management 2% (quarter Q2 FY2026).

Institutional ownership scores 10/10, insider activity 1/10 and Congressional trading 5/10 on the GLS smart-money scales.

Wheel Score 82: Prime

With a Wheel Score of 82, Evercore Inc. sits in the Prime band - price, quality and premium all line up for the wheel strategy. The parts: Value 24/25, Health 13/20, Moat 9/15, Premium 20/20, Stability 15/20. A high score is a ranking, not a signal: it says nothing about timing, the earnings date or your position size.

Implied volatility is 42% on the near-the-money contracts 20-60 days out - inside the 35-60% range the Wheel Score pays full marks for: enough premium to be worth selling, not so much that the risk is unpaid. Chain open interest is 3,976 contracts across all expiries - enough for the wheel at normal size.

Volume runs at 534k shares a day on a market cap of $9.9B, with a beta of 1.51 - a high beta, so the stock tends to move more than the market and a strike can be gapped through; the Stability part of the Wheel Score gives that 15 of 20.

The Wheel Score ranks ~7,400 US stocks for selling cash-secured puts and covered calls; it is updated nightly and is not a recommendation. The walkthrough lesson shows how the score fits into a trade, start to finish.

Upcoming events

Evercore Inc. reports earnings on 28 Oct 2026 (before the open) - inside the 14-day window the Sunday Scan avoids, because a put sold now would carry the report's gap risk.

Earnings, dividend, IPO, split and economic calendars for the whole market, filterable to your watchlists.

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