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EVR logoEvercore Inc.(EVR)Earnings, Financials & Key Ratios

EVR•NYSE•Banking & Credit
$326.17
$12.92B mkt cap·23.2× P/E·Price updated May 6, 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%
  • Tangible BV/Share46.39+6.3%
  • Debt/Equity0.50+4.7%
Analysis→Technical→

EVR Key Insights

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

✓Strengths

  • ✓Excellent 3Y average ROE of 20.9%
  • ✓Well capitalized: 43.3% equity/assets
  • ✓Diversified revenue: 100.0% from non-interest income

✗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.

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
EPS
$7.53
Est $5.43
+38.7%
Revenue
$1.4B
Est $1.2B
+19.4%
Q1 2026
Feb 4, 2026
EPS
$5.13
Est $3.83
+33.9%
Revenue
$1.3B
Est $1.1B
+15.8%
Q4 2025
Oct 29, 2025
EPS
$3.48
Est $3.25
+7.1%
Revenue
$1.0B
Est $951M
+10.0%
Q3 2025
Jul 30, 2025
EPS
$2.42
Est $1.78
+36.0%
Revenue
$838M
Est $720M
+16.5%
QuarterDateEPS (Act vs Est)Revenue (Act vs Est)
Q2 2026LatestApr 29, 2026
$7.53vs $5.43+38.7%
$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
CompanyMarket CapStock PriceP/E Ratio (TTM)Revenue Growth 1YNet MarginReturn on Equity (ROE)FCF YieldDebt / Equity
LAZ logoLAZLazard LtdDirect Competitor4.24B45.1020.783.25%7.43%26.7%11.93%2.61
PJT logoPJTPJT Partners Inc.Direct Competitor3.67B151.9222.7414.77%10.51%20.08%13.08%0.41
MC logoMCMoelis & CompanyDirect Competitor4.66B63.4921.6026.98%15.36%37.88%11.58%0.39
HLI logoHLIHoulihan Lokey, Inc.Direct Competitor10.31B150.1725.8024.81%16.73%19.52%7.85%0.20
PWP logoPWPPerella Weinberg PartnersDirect Competitor1.98B19.5635.56-14.48%4.72%16.26%1.54%1.36
GS logoGSThe Goldman Sachs Group, Inc.Product Competitor285.46B918.8922.6717%11.25%12.59%5.06
MS logoMSMorgan StanleyProduct Competitor301.05B189.2123.8016.83%12.98%14.57%3.42
JPM logoJPMJPMorgan Chase & Co.Product Competitor834.2B309.4015.6714.61%21.59%16.11%2.18

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
Line itemDec'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 Income000000000
Interest Expense20M17.77M20.14M21.41M17.59M16.85M16.72M16.77M24.26M
Loan Loss Provision000000000
Non-Interest Income1.72B2.08B2.03B2.29B3.31B2.78B2.44B3B3.88B
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 Expense1.27B1.51B1.56B1.72B2.17B2.06B2.06B2.45B3.06B
Efficiency Ratio73.46%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 Tax258.44M108.52M95.05M128.15M248.03M172.63M80.57M115.41M153.11M
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 Outstanding44.83M45.28M43.19M42.62M43.32M41.04M40.1M41.65M44.38M

EVR Balance Sheet

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

Line itemDec'17Dec'18Dec'19Dec'20Dec'21Dec'22Dec'23Dec'24Dec'25
Cash & Short Term Investments738.15M1.2B848.6M829.6M719.53M786.29M651.73M939.71M1.47B
Cash & Due from Banks609.59M890.59M848.6M829.6M719.53M786.29M651.73M939.71M1.47B
Short Term Investments128.56M304.63M0000000
Total Investments226.87M295.27M498.64M1.15B1.72B1.35B1.43B1.47B1.56B
Investments Growth %23.89%30.15%68.88%130.13%49.77%-21.28%5.36%3.22%5.83%
Long-Term Investments98.31M-9.36M498.64M1.15B1.72B1.35B1.43B1.47B1.56B
Accounts Receivables184.99M309.07M296.36M368.35M351.67M385.13M371.61M421.5M555.81M
Goodwill & Intangibles153.81M141.76M133.06M129.82M128.58M123.28M125.49M124.45M260.87M
Goodwill134.23M131.39M130.76M129.13M128.25M123.28M125.49M124.45M230.78M
Intangible Assets19.58M10.38M2.3M698K336K00030.09M
PP&E (Net)68.59M81.07M326.79M419.33M411.92M380.83M516.07M584.21M647.22M
Other Assets125.11M142.97M204.16M194.82M224.28M335.35M347.14M348.2M573.28M
Total Current Assets940.17M1.53B1.17B1.22B1.07B1.17B1.02B1.36B2.02B
Total Non-Current Assets644.72M597.54M1.43B2.15B2.73B2.45B2.68B2.81B3.34B
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 Payable34.11M37.95M39.73M37.96M31.63M28.81M25.99M29.04M44.56M
Total Debt175.15M168.61M651.63M719.64M721.04M687.82M844.39M923.32M1.16B
Net Debt-404.41M-696.9M-196.97M-109.96M1.5M-98.47M192.66M-16.39M-311.36M
Long-Term Debt175.15M168.61M375.06M338.52M376.24M371.77M373.88M335.94M540.24M
Short-Term Debt30.03M25.07M26M37.97M00037.95M47.98M
Other Liabilities549.23M886.09M781.01M1.12B1.33B1.13B999.17M1.23B1.64B
Total Current Liabilities64.14M63.02M99.04M118.81M158.81M117.85M113.51M175.52M348.74M
Total Non-Current Liabilities724.38M1.05B1.37B1.76B2.01B1.78B1.81B2.06B2.69B
Total Liabilities788.52M1.12B1.47B1.88B2.17B1.89B1.92B2.23B3.04B
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 Share17.7722.2626.0734.9437.7542.0744.4546.6352.27
Tangible BV per Share14.3319.1322.9931.9034.7839.0741.3243.6446.39
Common Stock621K659K687K722K748K797K821K848K876K
Additional Paid-in Capital1.6B1.82B2.02B2.27B2.46B2.86B3.16B3.51B4.02B
Retained Earnings79.46M364.88M558.27M798.57M1.42B1.77B1.89B2.13B2.58B
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 Stock000000000

EVR Cash Flow Statement

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

Line itemDec'17Dec'18Dec'19Dec'20Dec'21Dec'22Dec'23Dec'24Dec'25
Cash from Operations516.55M849.57M504.7M978.37M1.38B531.38M457.95M988.15M1.26B
Operating CF Growth %24.14%64.47%-40.59%93.85%41.55%-61.63%-13.82%115.78%27.15%
Net Income179.21M442.85M353.66M412.68M868.57M531.41M255.48M417.74M591.92M
Depreciation & Amortization26.03M29.37M35.73M30M28.66M28.65M2.39M-387K10.54M
Deferred Taxes148.32M-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 Investments45.64M191.78M510.15M555.62M2.81B3.18B3.46B3.09B0
Net Investment Activity3.65M-144.91M-192.69M-646.14M-676.57M327.62M36.3M-50.48M0
Acquisitions34.35M65.67M101.89M679K000012.16M
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 Issued000000000
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 Effect8.38M-1.37M2.57M7.63M-4.62M-24.28M17.02M-15.54M31.52M
Cash at Beginning558.52M617.38M800.1M643.89M838.22M587.29M672.12M605.48M882.11M
Cash at End609.59M800.1M643.89M838.22M587.29M672.12M605.48M882.11M1.44B
Interest Paid19.47M17.82M16.41M23.75M17.33M16.86M16.18M16.21M19.9M
Income Taxes Paid128.69M86.23M155.48M111.32M191.97M217.7M74.64M98.2M0
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 Ratio80.47%73.46%72.67%76.89%75.4%65.7%74.06%84.34%81.65%78.92%
Equity / Assets47.12%50.25%47.42%43.34%44.18%43%47.68%48.13%46.52%43.3%
Book Value / Share17.7317.7722.2626.0734.9437.7542.0744.4546.6352.27
NII Growth1.4%-19.46%11.13%-13.33%-6.33%17.88%4.19%0.79%-0.31%-44.7%
Dividend Payout47.95%45.05%20.49%32.55%30.4%16.05%26.71%50.05%35.91%24.4%

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 1.00%. 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.

Explore More EVR

Evercore Inc. (EVR) financial analysis — history, returns, DCA and operating performance tools

Full EVR Stock Analysis

Analyst verdict, bull/bear case, risk factors and peer comparison

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Total Return Calculator

Historical returns with dividends reinvested

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DCA Calculator

Dollar cost averaging vs lump sum

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Dividend History

Yield, growth, payout safety & DRIP

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Earnings History

EPS trends, net income & profitability

→

Price History

Long-term charts & historical price data

→

Revenue History

Sales growth patterns & revenue breakdown

→

Financial Ratios

30 years of market, efficiency and balance-sheet ratios

→

Valuation

DCF intrinsic value, peer multiples & estimates

→
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