Equity Brief · Financial Services2026-09-01
EVER.RO·Financial Services

Evergent Investments SA

I · AI Analysis

The brief

Evergent is an investment manager that buys and manages Romanian financial instruments including stocks, bonds, and derivatives, with particular focus on the country's financial and energy sectors [Company Overview]. It operates as a publicly traded investment vehicle with offices in Bacau and Bucharest [Company Overview].

Evergent Investments SA is a Romanian publicly-owned investment manager focused on equities, bonds, and derivatives in Romania's financial and energy sectors [Company Overview]. With only 41 employees, it manages a portfolio generating RON 439.9M in trailing revenue and operates with exceptionally high margins [Yahoo Finance]. The company's financials are dated (through September 2017), and recent news coverage is absent, limiting visibility into current performance.

Strong profitability metrics through September 2017, but financial data is severely outdated.

The brief AI analysisConfidence 3/10

Sentinellis health

Financially healthy

8.0/10

7.5+ strong · 4.5–7.5 moderate · under 4.5 weak

Profitability

15% of score10.0/10
Net margin+65.3%Gross margin+100.0%

Returns on capital

15% of score0.0/10
ROIC+7.2%· need > 10%Return on equity+8.1%· need > 12%

Growth & momentum

20% of score10.0/10
Revenue growth+61.3%Operating margin trend+1092.7pp YoY

Balance sheet

25% of score10.0/10
Current ratio3.3xNet debt / EBITDA-0.6xInterest coverage36.7xDebt / equity· no data

Cash generation

15% of score6.7/10
Free cash flowRON 63.2MCash vs reported profitRON 93.3M vs RON 408.4M· need OCF > net income

Value creation

10% of score10.0/10
ROIC vs cost of capital+1.5pp

Sentinellis calculation from the published statements — not a score reported by any data source. Each category is scored on the checks that had data; missing inputs are excluded rather than counted as failures.

Market capitalisation

RON 2.9B

Revenue (TTM)

RON 439.9M

Premium · Free with any account

Financial data is outdated by over seven years (ending September 2017), creating significant uncertainty about current performance, asset quality, and operational trajectory [Yahoo Finance]

1 of 5 risks in this report

Risks

5

Opportunities

4

Red flags

3

Leadership

10

11 more findings in the full report — free with any account.

Unlock the full Evergent Investments SA analysis

Create a free account to access the complete AI-generated report with inline citations.

  • 5 risks, 4 opportunities and 3 red flags — each with its source
  • 100+ financial metrics with charts and benchmarks
  • Full news summaries with source links
  • Executive team and compensation details
  • PDF export for offline use
Unlock all 12 findings3 free reports · No credit card

III · Related

You might also read

Same sector · Financial Services — or comparable health

Want this for your watchlist?

Read three companies free. No card.

Get 3 free reports

Produced 01 Sept 2026, 08:53 UTC

Figures come from company filings and market data. The Sentinellis health score and the wording attached to it are our interpretation of those figures, not numbers the company reported.

Not investment advice and not a recommendation to buy or sell. Sentinellis holds no positions in the companies it covers, takes no payment from issuers, and has no broker referral arrangements.

How every figure and score is calculated