Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

EVR Relative to the S&P 500

EVR Relative to the Sector

% of Revenue Generated in Each Quarter

% of Free Cash Flow Generated in Each Quarter

% of Net Income Generated in Each Quarter

Seasonal Chart Analysis

Analysis of the Evercore Partners Inc. (NYSE:EVR) seasonal charts above shows that a Buy Date of August 3 and a Sell Date of December 8 has resulted in a geometric average return of 11.39% above the benchmark rate of the S&P 500 Total Return Index over the past 16 years. This seasonal timeframe has shown positive results compared to the benchmark in 13 of those periods. This is a very good rate of success and the return strongly outperforms the relative buy-and-hold performance of the stock over the past 16 years by an average of 10.39% per year.

The seasonal timeframe correlates Poorly with the period of seasonal strength for the Financial sector, which runs from November 22 to April 13. The seasonal chart for the broad sector is available via the following link: Financial Sector Seasonal Chart.

Evercore is an independent investment bank that derives the majority of its revenue from financial advisory, including merger, acquisition, and restructuring advisory. It also has institutional equities and investment management businesses that account for around 20% of net revenue. The company was founded in 1996 and went public in 2006. Evercore had approximately 1,950 employees at the end of 2021, and about 75% of its revenue is derived from the United States.

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Stocks mentioned in this post: EVR