8-K Announcements
6Apr 29, 2026·SEC
Feb 4, 2026·SEC
Feb 4, 2026·SEC
Evercore Inc. (EVR) fundamental analysis — strengths, weaknesses & financial health based on data analysis
* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.
Evercore Inc. (EVR) stock price & volume — 10-year historical chart
Evercore Inc. (EVR) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Evercore Inc. (EVR) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 29, 2026 | $7.53vs $5.43+38.7% | $1.4Bvs $1.2B+19.4% |
| Q1 2026 | Feb 4, 2026 | $5.13vs $3.83+33.9% | $1.3Bvs $1.1B+15.8% |
| Q4 2025 | Oct 29, 2025 | $3.48vs $3.25+7.1% | $1.0Bvs $951M+10.0% |
| Q3 2025 | Jul 30, 2025 | $2.42vs $1.78+36.0% | $838Mvs $720M+16.5% |
Evercore Inc. (EVR) competitors in Investment Banking and M&A Advisory — business model, growth, and fundamentals comparison
Evercore Inc. (EVR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Evercore Inc. (EVR) annual income statement — 10-year revenue, gross profit & net income history
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'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 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Interest Expense | 20M | 17.77M | 20.14M | 21.41M | 17.59M | 16.85M | 16.72M | 16.77M | 24.26M |
| Loan Loss Provision | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Non-Interest Income | 1.72B | 2.08B | 2.03B | 2.29B | 3.31B | 2.78B | 2.44B | 3B | 3.88B |
| 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 | 1.27B | 1.51B | 1.56B | 1.72B | 2.17B | 2.06B | 2.06B | 2.45B | 3.06B |
| 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 | 258.44M | 108.52M | 95.05M | 128.15M | 248.03M | 172.63M | 80.57M | 115.41M | 153.11M |
| 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) | 179.21M | 442.85M | 353.66M | 412.68M | 868.57M | 531.41M | 285.22M | 417.74M | 640.71M |
| 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) | 3.16 | 8.33 | 7.44 | 8.64 | 18.48 | 12.15 | 6.71 | 9.86 | 15.29 |
| Diluted Shares Outstanding | 44.83M | 45.28M | 43.19M | 42.62M | 43.32M | 41.04M | 40.1M | 41.65M | 44.38M |
Evercore Inc. (EVR) balance sheet — assets, liabilities & shareholders' equity
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Short Term Investments | 738.15M | 1.2B | 848.6M | 829.6M | 719.53M | 786.29M | 651.73M | 939.71M | 1.47B |
| Cash & Due from Banks | 609.59M | 890.59M | 848.6M | 829.6M | 719.53M | 786.29M | 651.73M | 939.71M | 1.47B |
| Short Term Investments | 128.56M | 304.63M | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Total Investments | 226.87M | 295.27M | 498.64M | 1.15B | 1.72B | 1.35B | 1.43B | 1.47B | 1.56B |
| 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 | -9.36M | 498.64M | 1.15B | 1.72B | 1.35B | 1.43B | 1.47B | 1.56B |
| Accounts Receivables | 184.99M | 309.07M | 296.36M | 368.35M | 351.67M | 385.13M | 371.61M | 421.5M | 555.81M |
| Goodwill & Intangibles | 153.81M | 141.76M | 133.06M | 129.82M | 128.58M | 123.28M | 125.49M | 124.45M | 260.87M |
| Goodwill | 134.23M | 131.39M | 130.76M | 129.13M | 128.25M | 123.28M | 125.49M | 124.45M | 230.78M |
| Intangible Assets | 19.58M | 10.38M | 2.3M | 698K | 336K | 0 | 0 | 0 | 30.09M |
| PP&E (Net) | 68.59M | 81.07M | 326.79M | 419.33M | 411.92M | 380.83M | 516.07M | 584.21M | 647.22M |
| Other Assets | 125.11M | 142.97M | 204.16M | 194.82M | 224.28M | 335.35M | 347.14M | 348.2M | 573.28M |
| Total Current Assets | 940.17M | 1.53B | 1.17B | 1.22B | 1.07B | 1.17B | 1.02B | 1.36B | 2.02B |
| Total Non-Current Assets | 644.72M | 597.54M | 1.43B | 2.15B | 2.73B | 2.45B | 2.68B | 2.81B | 3.34B |
| 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 | 34.11M | 37.95M | 39.73M | 37.96M | 31.63M | 28.81M | 25.99M | 29.04M | 44.56M |
| Total Debt | 175.15M | 168.61M | 651.63M | 719.64M | 721.04M | 687.82M | 844.39M | 923.32M | 1.16B |
| Net Debt | -404.41M | -696.9M | -196.97M | -109.96M | 1.5M | -98.47M | 192.66M | -16.39M | -311.36M |
| Long-Term Debt | 175.15M | 168.61M | 375.06M | 338.52M | 376.24M | 371.77M | 373.88M | 335.94M | 540.24M |
| Short-Term Debt | 30.03M | 25.07M | 26M | 37.97M | 0 | 0 | 0 | 37.95M | 47.98M |
| Other Liabilities | 549.23M | 886.09M | 781.01M | 1.12B | 1.33B | 1.13B | 999.17M | 1.23B | 1.64B |
| Total Current Liabilities | 64.14M | 63.02M | 99.04M | 118.81M | 158.81M | 117.85M | 113.51M | 175.52M | 348.74M |
| Total Non-Current Liabilities | 724.38M | 1.05B | 1.37B | 1.76B | 2.01B | 1.78B | 1.81B | 2.06B | 2.69B |
| Total Liabilities | 788.52M | 1.12B | 1.47B | 1.88B | 2.17B | 1.89B | 1.92B | 2.23B | 3.04B |
| 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 | 17.77 | 22.26 | 26.07 | 34.94 | 37.75 | 42.07 | 44.45 | 46.63 | 52.27 |
| Tangible BV per Share | 14.33 | 19.13 | 22.99 | 31.90 | 34.78 | 39.07 | 41.32 | 43.64 | 46.39 |
| Common Stock | 621K | 659K | 687K | 722K | 748K | 797K | 821K | 848K | 876K |
| Additional Paid-in Capital | 1.6B | 1.82B | 2.02B | 2.27B | 2.46B | 2.86B | 3.16B | 3.51B | 4.02B |
| Retained Earnings | 79.46M | 364.88M | 558.27M | 798.57M | 1.42B | 1.77B | 1.89B | 2.13B | 2.58B |
| 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 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Evercore Inc. (EVR) cash flow — operating, investing & free cash flow history
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 |
|---|---|---|---|---|---|---|---|---|---|
| Cash from Operations | 516.55M | 849.57M | 504.7M | 978.37M | 1.38B | 531.38M | 457.95M | 988.15M | 1.26B |
| Operating CF Growth % | 24.14% | 64.47% | -40.59% | 93.85% | 41.55% | -61.63% | -13.82% | 115.78% | 27.15% |
| Net Income | 179.21M | 442.85M | 353.66M | 412.68M | 868.57M | 531.41M | 255.48M | 417.74M | 591.92M |
| Depreciation & Amortization | 26.03M | 29.37M | 35.73M | 30M | 28.66M | 28.65M | 2.39M | -387K | 10.54M |
| Deferred Taxes | 148.32M | -3.98M | -10.5M | 13.82M | 29.08M | -855K | 0 | 8.07M | 0 |
| Other Non-Cash Items | -45.54M | 15.44M | 29.28M | 70.43M | 18.83M | 66.54M | 39.7M | 48.67M | 120.76M |
| Working Capital Changes | -21.74M | 72.39M | -263.82M | 83.99M | 17.55M | -561.72M | -354.99M | -55.67M | -141.85M |
| Cash from Investing | -54.64M | -212.57M | -373.47M | -483.87M | -705.89M | 313.3M | 15.62M | -67.43M | -98.33M |
| Purchase of Investments | -41.99M | -336.69M | -702.84M | -1.2B | -3.49B | -2.85B | -3.42B | -3.14B | 0 |
| Sale/Maturity of Investments | 45.64M | 191.78M | 510.15M | 555.62M | 2.81B | 3.18B | 3.46B | 3.09B | 0 |
| Net Investment Activity | 3.65M | -144.91M | -192.69M | -646.14M | -676.57M | 327.62M | 36.3M | -50.48M | 0 |
| Acquisitions | 34.35M | 65.67M | 101.89M | 679K | 0 | 0 | 0 | 0 | 12.16M |
| Other Investing | -61.34M | -100M | -211.86M | 214.92M | -1.35M | 8.87M | -628K | 13.15M | -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 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| 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 | -1000K | 1000K | 0 | -355K | 1000K | 0 | 0 | 1000K |
| 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 | -1.37M | 2.57M | 7.63M | -4.62M | -24.28M | 17.02M | -15.54M | 31.52M |
| Cash at Beginning | 558.52M | 617.38M | 800.1M | 643.89M | 838.22M | 587.29M | 672.12M | 605.48M | 882.11M |
| Cash at End | 609.59M | 800.1M | 643.89M | 838.22M | 587.29M | 672.12M | 605.48M | 882.11M | 1.44B |
| Interest Paid | 19.47M | 17.82M | 16.41M | 23.75M | 17.33M | 16.86M | 16.18M | 16.21M | 19.9M |
| Income Taxes Paid | 128.69M | 86.23M | 155.48M | 111.32M | 191.97M | 217.7M | 74.64M | 98.2M | 0 |
| 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% |
Evercore Inc. (EVR) financial ratios — P/E, ROE, debt and 30+ core market and balance-sheet ratios
| Metric | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 17.73 | 17.77 | 22.26 | 26.07 | 34.94 | 37.75 | 42.07 | 44.45 | 46.63 | 52.27 |
| 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% |
Evercore Inc. (EVR) SEC filings — annual & quarterly reports (10-K, 10-Q)
Apr 29, 2026·SEC
Feb 4, 2026·SEC
Feb 4, 2026·SEC
Evercore Inc. (EVR) stock FAQ — growth, dividends, profitability & financials explained
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).
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.
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.
Evercore Inc. (EVR) financial analysis — history, returns, DCA and operating performance tools
Analyst verdict, bull/bear case, risk factors and peer comparison
Historical returns with dividends reinvested
Dollar cost averaging vs lump sum
Yield, growth, payout safety & DRIP
EPS trends, net income & profitability
Long-term charts & historical price data
Sales growth patterns & revenue breakdown
30 years of market, efficiency and balance-sheet ratios
DCF intrinsic value, peer multiples & estimates