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EVREvercore Inc.
$371.72$14.7B
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EVR logoEvercore Inc.(EVR)Earnings, Financials & Key Ratios

EVR•NYSE•Banking & Credit
26.5× P/E·Price updated Jun 19, 2026
SectorFinancial ServicesIndustryCapital MarketsSub-IndustryInvestment Banking and M&A Advisory
AboutEvercore Inc., together with its subsidiaries, operates as an independent investment banking advisory firm in the United States, Europe, Latin America, and internationally. It operates through two segments, Investment Banking and Investment Management. The Investment Banking segment offers strategic advisory services, such as mergers and acquisitions, strategic, defense, and shareholder advisory, special committee assignments, and transaction structuring; Capital Markets Advisory, including equity capital markets, restructuring, debt advisory, private placement advisory, market risk management and hedging, private capital advisory, and private funds; and research, sales, and trading professionals services on a content-led platform to its institutional investor clients. The Investment Management segment provides wealth management services to high-net-worth individuals, foundations, and endowments; and manages financial assets for institutional investors. The company was formerly known as Evercore Partners Inc. and changed its name to Evercore Inc. in August 2017. Evercore Inc. was founded in 1995 and is headquartered in New York, New York.Show more
  • Net Interest Income-$24M-44.7%
  • Total Revenue$3.88B+29.5%
  • Net Income$592M+56.5%
  • Return on Equity27.78%+36.7%
  • Net Interest Margin-0.45%-12.7%
  • Efficiency Ratio78.92%-3.3%
  • ROA12.42%+29.3%
  • Equity / Assets43.3%-6.9%
  • Book Value per Share52.27+12.1%

EVR Key Insights

Evercore Inc. (EVR) fundamental analysis — strengths, weaknesses & financial health based on data analysis

✓Strengths

  • ✓Excellent 3Y average ROE of 20.9%
  • ✓19 consecutive years of dividend growth
  • ✓Well capitalized: 43.3% equity/assets
  • ✓Diversified revenue: 100.0% from non-interest income
  • ✓Trading near 52-week high

✗Weaknesses

  • ✗Weak NIM of -0.5%
  • ✗High cost structure: 78.9% efficiency ratio

* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.

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EVR Price & Volume

Evercore Inc. (EVR) stock price & volume — 10-year historical chart

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EVR Growth Metrics

Evercore Inc. (EVR) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years12.08%
5 Years11.17%
3 Years11.77%
TTM-

Profit CAGR

10 Years30.02%
5 Years11.04%
3 Years7.5%
TTM56.48%

EPS CAGR

10 Years30.51%
5 Years11.32%
3 Years6.57%
TTM54.75%

Return on Capital

10 Years20.93%
5 Years18.82%
3 Years14%
Last Year17.63%

EVR Recent Earnings

Evercore Inc. (EVR) EPS & revenue vs analyst estimates — last 4 quarters

Full history →
●Beat EPS 11/12 qtrs (92%)●Beat Revenue 10/12 qtrs (83%)
Q2 2026Latest
Apr 29, 2026
Metric
Actual
Est
EPS
$7.53+35.2%
$5.57
Rev
$1.4B+19.4%
$1.2B
Q1 2026
Feb 4, 2026
Metric
Actual
Est
EPS
$5.13+33.9%
$3.83
Rev
$1.3B+15.8%
$1.1B
Q4 2025
Oct 29, 2025
Metric
Actual
Est
EPS
$3.48+7.1%
$3.25
Rev
$1.0B+10.0%
$951M
Q3 2025
Jul 30, 2025
Metric
Actual
Est
EPS
$2.42+36.0%
$1.78
Rev
$838M+16.5%
$720M
QuarterDateEPS (Act vs Est)Revenue (Act vs Est)
Q2 2026LatestApr 29, 2026
$7.53vs $5.57+35.2%
$1.4Bvs $1.2B+19.4%
Q1 2026Feb 4, 2026
$5.13vs $3.83+33.9%
$1.3Bvs $1.1B+15.8%
Q4 2025Oct 29, 2025
$3.48vs $3.25+7.1%
$1.0Bvs $951M+10.0%
Q3 2025Jul 30, 2025
$2.42vs $1.78+36.0%
$838Mvs $720M+16.5%
Based on last 12 quarters of dataView full earnings history →

EVR Peer Comparison

Evercore Inc. (EVR) competitors in Investment Banking and M&A Advisory — business model, growth, and fundamentals comparison

Select Columns
Stock Universe
Valuation
Growth
Profitability
Financial Health
Dividends & Buybacks
Price Performance
Technical
Fundamentals ($)
Sector-Specific
Institutional Holdings
CompanyMarket CapStock PriceP/E Ratio (TTM)Revenue Growth 1YNet MarginReturn on Equity (ROE)FCF YieldDebt / Equity
LAZ logoLAZLazard LtdDirect Competitor4.16B44.3020.413.25%7.5%26.7%2.61
PJT logoPJTPJT Partners Inc.Direct Competitor3.76B155.4723.2714.77%10.32%20.08%0.41
MC logoMCMoelis & CompanyDirect Competitor4.93B67.1822.8526.98%15.36%37.88%0.39
HLI logoHLIHoulihan Lokey, Inc.Direct Competitor9.82B140.7724.1924.81%16.91%20.14%0.20
PWP logoPWPPerella Weinberg PartnersDirect Competitor1.61B15.8528.82-14.48%2.85%16.26%1.36
GS logoGSThe Goldman Sachs Group, Inc.Product Competitor348.27B1096.5621.37-1.38%13.73%13.58%4.88
MS logoMSMorgan StanleyProduct Competitor355.51B223.1721.8811.48%14.66%15.3%4.22
JPM logoJPMJPMorgan Chase & Co.Product Competitor908.57B325.2216.223.31%20.35%15.95%2.60

Compare EVR vs Peers

Evercore Inc. (EVR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs LAZ

Most directly comparable listed peer for EVR.

Scale Benchmark

vs JPM

Larger-name benchmark to compare EVR against a more recognizable public peer.

Peer Set

Compare Top 5

vs LAZ, PJT, MC, HLI

EVR Income Statement

Evercore Inc. (EVR) annual income statement — 10-year revenue, gross profit & net income history

10Y historyFree accessUpdated daily
MetricDec'17Dec'18Dec'19Dec'20Dec'21Dec'22Dec'23Dec'24Dec'25
Net Interest Income
-20M-17.77M-20.14M-21.41M-17.59M-16.85M-16.72M-16.77M-24.26M
NII Growth %
-19.46%11.13%-13.33%-6.33%17.88%4.19%0.79%-0.31%-44.7%
Net Interest Margin %
-1.26%-0.84%-0.77%-0.64%-0.46%-0.47%-0.45%-0.4%-0.45%
Interest Income
000000000
Interest Expense
20M17.77M20.14M21.41M17.59M16.85M16.72M16.77M24.26M
Loan Loss Provision
000000000
Non-Interest Income
1.72B2.08B2.03B2.29B3.31B2.78B2.44B3B3.88B
Non-Interest Income %
100%100%100%100%100%100%100%100%100%
Total Revenue
1.72B▲ 0%
2.08B▲ 20.8%
2.03B▼ 2.6%
2.29B▲ 12.6%
3.31B▲ 44.7%
2.78B▼ 16.0%
2.44B▼ 12.1%
3B▲ 22.7%
3.88B▲ 29.5%
Revenue Growth %
18.37%20.77%-2.58%12.64%44.71%-15.97%-12.1%22.67%29.49%
Non-Interest Expense
1.27B1.51B1.56B1.72B2.17B2.06B2.06B2.45B3.06B
Efficiency Ratio
73.46%72.67%76.89%75.4%65.7%74.06%84.34%81.65%78.92%
Operating Income
437.65M▲ 0%
551.37M▲ 26.0%
448.71M▼ 18.6%
540.83M▲ 20.5%
1.12B▲ 106.5%
704.04M▼ 36.9%
365.79M▼ 48.0%
533.14M▲ 45.8%
793.81M▲ 48.9%
Operating Margin %
25.38%26.48%22.12%23.67%33.76%25.34%14.98%17.79%20.46%
Operating Income Growth %
63.41%25.98%-18.62%20.53%106.46%-36.95%-48.04%45.75%48.89%
Pretax Income
437.65M▲ 0%
551.37M▲ 26.0%
448.71M▼ 18.6%
540.83M▲ 20.5%
1.12B▲ 106.5%
704.04M▼ 36.9%
365.79M▼ 48.0%
533.14M▲ 45.8%
793.81M▲ 48.9%
Pretax Margin %
25.38%26.48%22.12%23.67%33.76%25.34%14.98%17.79%20.46%
Income Tax
258.44M108.52M95.05M128.15M248.03M172.63M80.57M115.41M153.11M
Effective Tax Rate %
59.05%19.68%21.18%23.7%22.21%24.52%22.03%21.65%19.29%
Net Income
125.45M▲ 0%
377.24M▲ 200.7%
297.44M▼ 21.2%
350.57M▲ 17.9%
740.12M▲ 111.1%
476.52M▼ 35.6%
255.48M▼ 46.4%
378.28M▲ 48.1%
591.92M▲ 56.5%
Net Margin %
7.28%18.11%14.66%15.34%22.38%17.15%10.46%12.62%15.26%
Net Income Growth %
16.67%200.7%-21.15%17.87%111.12%-35.62%-46.39%48.07%56.48%
Net Income (Continuing)
179.21M442.85M353.66M412.68M868.57M531.41M285.22M417.74M640.71M
EPS (Diluted)
2.80▲ 0%
8.33▲ 197.5%
6.89▼ 17.3%
8.22▲ 19.3%
17.08▲ 107.8%
11.61▼ 32.0%
6.37▼ 45.1%
9.08▲ 42.5%
14.05▲ 54.7%
EPS Growth %
15.23%197.5%-17.29%19.3%107.79%-32.03%-45.13%42.54%54.74%
EPS (Basic)
3.168.337.448.6418.4812.156.719.8615.29
Diluted Shares Outstanding
44.83M45.28M43.19M42.62M43.32M41.04M40.1M41.65M44.38M

EVR Balance Sheet

Evercore Inc. (EVR) balance sheet — assets, liabilities & shareholders' equity

MetricDec'17Dec'18Dec'19Dec'20Dec'21Dec'22Dec'23Dec'24Dec'25
Cash & Short Term Investments
738.15M1.2B848.6M829.6M719.53M786.29M651.73M939.71M1.47B
Cash & Due from Banks
609.59M890.59M848.6M829.6M719.53M786.29M651.73M939.71M1.47B
Short Term Investments
128.56M304.63M0000000
Total Investments
226.87M295.27M498.64M1.15B1.72B1.35B1.43B1.47B1.56B
Investments Growth %
23.89%30.15%68.88%130.13%49.77%-21.28%5.36%3.22%5.83%
Long-Term Investments
98.31M-9.36M498.64M1.15B1.72B1.35B1.43B1.47B1.56B
Accounts Receivables
184.99M309.07M296.36M368.35M351.67M385.13M371.61M421.5M555.81M
Goodwill & Intangibles
153.81M141.76M133.06M129.82M128.58M123.28M125.49M124.45M260.87M
Goodwill
134.23M131.39M130.76M129.13M128.25M123.28M125.49M124.45M230.78M
Intangible Assets
19.58M10.38M2.3M698K336K00030.09M
PP&E (Net)
68.59M81.07M326.79M419.33M411.92M380.83M516.07M584.21M647.22M
Other Assets
125.11M142.97M204.16M194.82M224.28M335.35M347.14M348.2M573.28M
Total Current Assets
940.17M1.53B1.17B1.22B1.07B1.17B1.02B1.36B2.02B
Total Non-Current Assets
644.72M597.54M1.43B2.15B2.73B2.45B2.68B2.81B3.34B
Total Assets
1.58B▲ 0%
2.13B▲ 34.1%
2.6B▲ 22.2%
3.37B▲ 29.7%
3.8B▲ 12.8%
3.62B▼ 4.8%
3.7B▲ 2.3%
4.17B▲ 12.7%
5.36B▲ 28.4%
Asset Growth %
-4.66%34.12%22.25%29.72%12.81%-4.78%2.27%12.71%28.37%
Return on Assets (ROA)
7.73%20.33%12.59%11.75%20.63%12.84%6.98%9.6%12.42%
Accounts Payable
34.11M37.95M39.73M37.96M31.63M28.81M25.99M29.04M44.56M
Total Debt
175.15M168.61M651.63M719.64M721.04M687.82M844.39M923.32M1.16B
Net Debt
-404.41M-696.9M-196.97M-109.96M1.5M-98.47M192.66M-16.39M-311.36M
Long-Term Debt
175.15M168.61M375.06M338.52M376.24M371.77M373.88M335.94M540.24M
Short-Term Debt
30.03M25.07M26M37.97M00037.95M47.98M
Other Liabilities
549.23M886.09M781.01M1.12B1.33B1.13B999.17M1.23B1.64B
Total Current Liabilities
64.14M63.02M99.04M118.81M158.81M117.85M113.51M175.52M348.74M
Total Non-Current Liabilities
724.38M1.05B1.37B1.76B2.01B1.78B1.81B2.06B2.69B
Total Liabilities
788.52M1.12B1.47B1.88B2.17B1.89B1.92B2.23B3.04B
Total Equity
796.37M▲ 0%
1.01B▲ 26.6%
1.13B▲ 11.7%
1.49B▲ 32.2%
1.64B▲ 9.8%
1.73B▲ 5.6%
1.78B▲ 3.2%
1.94B▲ 8.9%
2.32B▲ 19.5%
Equity Growth %
1.66%26.57%11.74%32.24%9.8%5.57%3.25%8.94%19.47%
Equity / Assets (Capital Ratio)
50.25%47.42%43.34%44.18%43%47.68%48.13%46.52%43.3%
Return on Equity (ROE)
15.88%41.82%27.87%26.81%47.37%28.35%14.56%20.31%27.78%
Book Value per Share
17.7722.2626.0734.9437.7542.0744.4546.6352.27
Tangible BV per Share
14.3319.1322.9931.9034.7839.0741.3243.6446.39
Common Stock
621K659K687K722K748K797K821K848K876K
Additional Paid-in Capital
1.6B1.82B2.02B2.27B2.46B2.86B3.16B3.51B4.02B
Retained Earnings
79.46M364.88M558.27M798.57M1.42B1.77B1.89B2.13B2.58B
Accumulated OCI
-31.41M-30.43M-27.6M-9.76M-12.09M-27.94M-26.54M-36.06M-13.13M
Treasury Stock
-1.11B-1.4B-1.68B-1.82B-2.55B-3.07B-3.45B-3.9B-4.56B
Preferred Stock
000000000

EVR Cash Flow Statement

Evercore Inc. (EVR) cash flow — operating, investing & free cash flow history

MetricDec'17Dec'18Dec'19Dec'20Dec'21Dec'22Dec'23Dec'24Dec'25
Cash from Operations
516.55M849.57M504.7M978.37M1.38B531.38M457.95M988.15M1.26B
Operating CF Growth %
24.14%64.47%-40.59%93.85%41.55%-61.63%-13.82%115.78%27.15%
Net Income
179.21M442.85M353.66M412.68M868.57M531.41M255.48M417.74M591.92M
Depreciation & Amortization
26.03M29.37M35.73M30M28.66M28.65M2.39M-387K10.54M
Deferred Taxes
148.32M-3.98M-10.5M13.82M29.08M-855K08.07M0
Other Non-Cash Items
-45.54M15.44M29.28M70.43M18.83M66.54M39.7M48.67M120.76M
Working Capital Changes
-21.74M72.39M-263.82M83.99M17.55M-561.72M-354.99M-55.67M-141.85M
Cash from Investing
-54.64M-212.57M-373.47M-483.87M-705.89M313.3M15.62M-67.43M-98.33M
Purchase of Investments
-41.99M-336.69M-702.84M-1.2B-3.49B-2.85B-3.42B-3.14B0
Sale/Maturity of Investments
45.64M191.78M510.15M555.62M2.81B3.18B3.46B3.09B0
Net Investment Activity
3.65M-144.91M-192.69M-646.14M-676.57M327.62M36.3M-50.48M0
Acquisitions
34.35M65.67M101.89M679K000012.16M
Other Investing
-61.34M-100M-211.86M214.92M-1.35M8.87M-628K13.15M-36.48M
Cash from Financing
-419.23M-452.93M-290.01M-307.79M-925.32M-735.57M-557.23M-628.55M-635.62M
Dividends Paid
-56.52M-77.3M-96.8M-106.58M-118.76M-127.26M-127.86M-135.83M-144.41M
Share Repurchases
-304.31M-315.23M-333.3M-147.41M-729.69M-550.29M-391.96M-450.53M-661.78M
Stock Issued
000000000
Net Stock Activity
-304.31M-315.23M-333.3M-147.41M-729.69M-550.29M-391.96M-450.53M-661.78M
Debt Issuance (Net)
-1000K-1000K1000K0-355K1000K001000K
Other Financing
-48.65M-53.59M-65.63M-53.8M-76.51M-59.84M-37.4M-42.19M-41.43M
Net Change in Cash
51.06M▲ 0%
182.71M▲ 257.8%
-156.21M▼ 185.5%
194.34M▲ 224.4%
-250.93M▼ 229.1%
84.83M▲ 133.8%
-66.64M▼ 178.6%
276.62M▲ 515.1%
554.03M▲ 100.3%
Exchange Rate Effect
8.38M-1.37M2.57M7.63M-4.62M-24.28M17.02M-15.54M31.52M
Cash at Beginning
558.52M617.38M800.1M643.89M838.22M587.29M672.12M605.48M882.11M
Cash at End
609.59M800.1M643.89M838.22M587.29M672.12M605.48M882.11M1.44B
Interest Paid
19.47M17.82M16.41M23.75M17.33M16.86M16.18M16.21M19.9M
Income Taxes Paid
128.69M86.23M155.48M111.32M191.97M217.7M74.64M98.2M0
Free Cash Flow
485.25M▲ 0%
816.25M▲ 68.2%
433.88M▼ 46.8%
925.04M▲ 113.2%
1.36B▲ 46.7%
508.19M▼ 62.5%
437.91M▼ 13.8%
958.05M▲ 118.8%
1.18B▲ 23.4%
FCF Growth %
22.03%68.21%-46.84%113.2%46.69%-62.55%-13.83%118.78%23.42%

EVR Banking Ratios

Evercore Inc. (EVR) financial ratios — P/E, ROE, debt and 30+ core market and balance-sheet ratios

Metric2016201720182019202020212022202320242025
Return on Equity (ROE)
14.43%15.88%41.82%27.87%26.81%47.37%28.35%14.56%20.31%27.78%
Return on Assets (ROA)
6.85%7.73%20.33%12.59%11.75%20.63%12.84%6.98%9.6%12.42%
Net Interest Margin
-1.01%-1.26%-0.84%-0.77%-0.64%-0.46%-0.47%-0.45%-0.4%-0.45%
Efficiency Ratio
80.47%73.46%72.67%76.89%75.4%65.7%74.06%84.34%81.65%78.92%
Equity / Assets
47.12%50.25%47.42%43.34%44.18%43%47.68%48.13%46.52%43.3%
Book Value / Share
17.7317.7722.2626.0734.9437.7542.0744.4546.6352.27
NII Growth
1.4%-19.46%11.13%-13.33%-6.33%17.88%4.19%0.79%-0.31%-44.7%
Dividend Payout
47.95%45.05%20.49%32.55%30.4%16.05%26.71%50.05%35.91%24.4%
Related:EVR Dividend History·EVR Revenue History·EVR Price History·EVR P/E History·EVR Financial Ratios·EVR Institutional Holders

EVR SEC Filings & Documents

Evercore Inc. (EVR) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

Apr 29, 2026·SEC

Material company update

Feb 4, 2026·SEC

Material company update

Feb 4, 2026·SEC

10-K Annual Reports

4
FY 2026

Feb 20, 2026·SEC

FY 2025

Feb 21, 2025·SEC

FY 2024

Feb 22, 2024·SEC

10-Q Quarterly Reports

6
FY 2025

Nov 5, 2025·SEC

FY 2025

Aug 7, 2025·SEC

FY 2025

May 8, 2025·SEC

EVR Frequently Asked Questions

Evercore Inc. (EVR) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials

Evercore Inc. (EVR) grew revenue by 29.5% over the past year. This is strong growth.

Yes, Evercore Inc. (EVR) is profitable, generating $591.9M in net income for fiscal year 2025 (15.3% net margin).

Dividend & Returns

Yes, Evercore Inc. (EVR) pays a dividend with a yield of 0.88%. This makes it attractive for income-focused investors.

Evercore Inc. (EVR) has a return on equity (ROE) of 27.8%. This is excellent, indicating efficient use of shareholder capital.

Industry Metrics

Evercore Inc. (EVR) has a net interest margin (NIM) of -0.5%. NIM has been under pressure due to interest rate environment.

Evercore Inc. (EVR) has an efficiency ratio of 78.9%. This is higher than peers, suggesting room for cost optimization.

What if you invested $1,000 in EVR back in 2004?

Total return calculator · dividends reinvested · 22+ years of data

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