Evercore Inc. (EVR) Financial Ratios
22 years of historical data (2004–2025) · Financial Services · Financial - Capital Markets
EV/EBITDA
↑
17.92
↑+27% vs avg
5yr avg: 14.06
30Y Low2.6·High26.1
P/FCF
↑
12.45
+16% vs avg
5yr avg: 10.73
30Y Low1.6·High21.4
P/B Ratio
↑
7.11
↑+58% vs avg
5yr avg: 4.50
30Y Low0.8·High6.5
ROE
↓
27.8%
↓+0% vs avg
5yr avg: 27.7%
30Y Low-24%·High123%
Debt/EBITDA
↑
1.44
+2% vs avg
5yr avg: 1.41
30Y Low0.0·High3.8
Percentile shows where the current value sits in 30-year historical distribution. Sparklines show 5-year trend.
EVR Valuation Multiples
Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow
Evercore Inc. trades at 26.5x earnings, 34% above its 5-year average of 19.8x, sitting at the 47th percentile of its historical range. Compared to the Financial Services sector median P/E of 13.6x, the stock trades at a premium of 95%. On a free-cash-flow basis, the stock trades at 12.5x P/FCF, 16% above the 5-year average of 10.7x.
| Metric | TTM | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 | FY 2018 | FY 2017 | FY 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Market Cap | $14.7B | $15.1B | $11.5B | $6.9B | $4.5B | $5.9B | $4.7B | $3.2B | $3.2B | $4.0B | $3.0B |
| Enterprise Value | $14.4B | $14.8B | $11.5B | $7.1B | $4.4B | $5.9B | $4.6B | $3.0B | $2.5B | $3.6B | $2.7B |
| P/E Ratio → | 26.46 | 24.22 | 30.53 | 26.85 | 9.40 | 7.95 | 13.34 | 10.85 | 8.59 | 32.14 | 28.27 |
| P/S Ratio | 3.79 | 3.89 | 3.85 | 2.81 | 1.61 | 1.78 | 2.04 | 1.59 | 1.56 | 2.34 | 2.08 |
| P/B Ratio | 7.11 | 6.51 | 5.94 | 3.85 | 2.59 | 3.60 | 3.14 | 2.87 | 3.21 | 5.07 | 3.88 |
| P/FCF | 12.45 | 12.77 | 12.05 | 15.66 | 8.81 | 4.34 | 5.05 | 7.44 | 3.97 | 8.31 | 7.63 |
| P/OCF | 11.72 | 12.02 | 11.68 | 14.98 | 8.42 | 4.25 | 4.78 | 6.40 | 3.81 | 7.81 | 7.30 |
P/E links to full P/E history page with 30-year chart
EVR EV Ratios
Enterprise-value multiples — capital-structure-neutral measures of total business value
Evercore Inc.'s enterprise value stands at 17.9x EBITDA, 27% above its 5-year average of 14.1x. The Financial Services sector median is 11.4x, placing the stock at a 57% premium on an enterprise-value basis.
| Metric | TTM | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 | FY 2018 | FY 2017 | FY 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EV / Revenue | — | 3.81 | 3.85 | 2.89 | 1.58 | 1.78 | 2.00 | 1.49 | 1.22 | 2.11 | 1.85 |
| EV / EBITDA | 17.92 | 18.39 | 21.64 | 19.15 | 5.98 | 5.14 | 7.99 | 6.26 | 4.38 | 7.83 | 9.19 |
| EV / EBIT | 18.15 | 18.63 | 21.62 | 19.28 | 6.22 | 5.27 | 8.44 | 6.76 | 4.61 | 8.29 | 10.06 |
| EV / FCF | — | 12.51 | 12.03 | 16.10 | 8.61 | 4.34 | 4.93 | 6.99 | 3.12 | 7.48 | 6.77 |
EVR Profitability
Margins and return-on-capital ratios measuring operating efficiency
Evercore Inc. earns an operating margin of 20.5%, roughly in line with the Financial Services sector average. Operating margins have expanded from 15.0% to 20.5% over the past 3 years, signaling improving operational efficiency. ROE of 27.8% indicates solid capital efficiency, compared to the sector median of 9.0%. ROIC of 18.8% represents solid returns on invested capital versus a sector median of 5.5%.
Margins
Full margin charts and quarterly trend are on the Earnings History page
| Metric | TTM | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 | FY 2018 | FY 2017 | FY 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 99.4% | 99.4% | 99.4% | 99.3% | 99.4% | 99.5% | 99.1% | 99.0% | 99.1% | 98.8% | 98.9% |
| Operating Margin | 20.5% | 20.5% | 17.8% | 15.0% | 25.3% | 33.8% | 23.7% | 22.1% | 26.5% | 25.4% | 18.4% |
| Net Profit Margin | 15.3% | 15.3% | 12.6% | 10.5% | 17.1% | 22.4% | 15.3% | 14.7% | 18.1% | 7.3% | 7.4% |
Return on Capital
| Metric | TTM | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 | FY 2018 | FY 2017 | FY 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ROE | 27.8% | 27.8% | 20.3% | 14.6% | 28.3% | 47.4% | 26.8% | 27.9% | 41.8% | 15.9% | 14.4% |
| ROA | 12.4% | 12.4% | 9.6% | 7.0% | 12.8% | 20.6% | 11.7% | 12.6% | 20.3% | 7.7% | 6.8% |
| ROIC | 18.8% | 18.8% | 14.6% | 10.9% | 22.1% | 36.7% | 20.3% | 22.8% | 38.5% | 33.8% | 22.1% |
| ROCE | 17.6% | 17.6% | 14.1% | 10.3% | 19.7% | 32.4% | 18.8% | 19.7% | 30.8% | 28.0% | 17.9% |
EVR Leverage & Debt
Solvency and debt-coverage ratios — lower is generally safer
Evercore Inc. carries a Debt/EBITDA ratio of 1.4x, which is manageable (66% below the sector average of 4.3x). The company holds a net cash position — cash of $1.5B exceeds total debt of $1.2B, providing substantial financial flexibility for buybacks, acquisitions, or weathering downturns. Interest coverage of 32.7x signals virtually no risk of debt distress — earnings comfortably cover interest obligations.
| Metric | TTM | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 | FY 2018 | FY 2017 | FY 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.50 | 0.50 | 0.48 | 0.47 | 0.40 | 0.44 | 0.48 | 0.58 | 0.17 | 0.22 | 0.24 |
| Debt / EBITDA | 1.44 | 1.44 | 1.73 | 2.29 | 0.94 | 0.63 | 1.26 | 1.35 | 0.29 | 0.38 | 0.63 |
| Net Debt / Equity | — | -0.13 | -0.01 | 0.11 | -0.06 | 0.00 | -0.07 | -0.17 | -0.69 | -0.51 | -0.44 |
| Net Debt / EBITDA | -0.39 | -0.39 | -0.03 | 0.52 | -0.13 | 0.00 | -0.19 | -0.41 | -1.20 | -0.87 | -1.17 |
| Debt / FCF | — | -0.26 | -0.02 | 0.44 | -0.19 | 0.00 | -0.12 | -0.45 | -0.85 | -0.83 | -0.86 |
| Interest Coverage | 32.72 | 32.72 | 31.80 | 21.88 | 41.78 | 63.49 | 25.26 | 22.28 | 31.03 | 21.89 | 16.00 |
Net cash position: cash ($1.5B) exceeds total debt ($1.2B)
EVR Liquidity & Efficiency
Short-term solvency ratios and asset-utilisation metrics
Evercore Inc.'s current ratio of 5.80x is well above the 1.0 safety threshold, indicating strong short-term liquidity with ample room to cover current liabilities. The current ratio has declined from 9.02x to 5.80x over the past 3 years.
| Metric | TTM | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 | FY 2018 | FY 2017 | FY 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 5.80 | 5.80 | 7.76 | 9.02 | 9.94 | 6.75 | 10.28 | 11.79 | 24.25 | 14.66 | 14.07 |
| Quick Ratio | 5.80 | 5.80 | 7.76 | 9.02 | 9.94 | 6.75 | 10.28 | 11.79 | 24.25 | 14.66 | 14.07 |
| Cash Ratio | 4.20 | 4.20 | 5.35 | 5.74 | 6.67 | 4.53 | 6.98 | 8.57 | 14.13 | 9.50 | 9.03 |
| Asset Turnover | — | 0.72 | 0.72 | 0.66 | 0.77 | 0.87 | 0.68 | 0.78 | 0.98 | 1.09 | 0.88 |
| Inventory Turnover | — | — | — | — | — | — | — | — | — | — | — |
| Days Sales Outstanding | — | — | — | — | — | — | — | — | — | — | — |
EVR Shareholder Yields
Earnings, FCF, buyback, and dividend yields — total returns to shareholders
Evercore Inc. returns 5.4% to shareholders annually — split between a 0.9% dividend yield and 4.5% buyback yield. The payout ratio of 24.4% is conservative, leaving significant room for dividend growth or reinvestment. The earnings yield of 3.8% (inverse of P/E) provides a useful comparison to bond yields when assessing the stock's relative attractiveness to fixed income.
Dividends
Full dividend history and growth charts are on the Dividend History page
| Metric | TTM | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 | FY 2018 | FY 2017 | FY 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend Yield | 0.9% | — | — | — | — | — | — | — | — | — | — |
| Payout Ratio | 24.4% | 24.4% | 35.9% | 50.0% | 26.7% | 16.0% | 30.4% | 32.5% | 20.5% | 45.1% | 47.9% |
Total Shareholder Return Metrics
| Metric | TTM | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 | FY 2018 | FY 2017 | FY 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Earnings Yield | 3.8% | 4.1% | 3.3% | 3.7% | 10.6% | 12.6% | 7.5% | 9.2% | 11.6% | 3.1% | 3.5% |
| FCF Yield | 8.0% | 7.8% | 8.3% | 6.4% | 11.4% | 23.1% | 19.8% | 13.4% | 25.2% | 12.0% | 13.1% |
| Buyback Yield | 4.5% | — | — | — | — | — | — | — | — | — | — |
| Total Shareholder Yield | 5.4% | — | — | — | — | — | — | — | — | — | — |
| Shares Outstanding | — | $44M | $42M | $40M | $41M | $43M | $43M | $43M | $45M | $45M | $44M |
Peer Comparison
Compare EVR with 10 similar companies in its peer group
| Company | Market Cap | P/E | EV/EBITDA | P/FCF | Gross Margin | Op Margin | ROE | ROIC | Debt/EBITDA |
|---|---|---|---|---|---|---|---|---|---|
 EVRYou | $15B | 26.5 | 17.9 | 12.5 | 99.4% | 20.5% | 27.8% | 18.8% | 1.4 |
 LAZ | $4B | 20.4 | 11.6 | 8.2 | 31.8% | 13.0% | 27.0% | 9.5% | 5.7 |
 PJT | $4B | 23.3 | 9.2 | 7.8 | 32.4% | 21.2% | 18.9% | 20.3% | 1.1 |
 MC | $5B | 22.9 | 16.4 | 9.1 | 99.2% | 18.1% | 40.2% | 24.9% | 0.9 |
 HLI | $10B | 24.2 | 17.1 | 12.1 | 38.5% | 21.0% | 19.9% | 15.5% | 0.8 |
 PWP | $2B | 28.8 | 24.8 | 52.7 | 97.2% | 6.4% | 14.5% | 7.0% | 5.1 |
 GS | $348B | 21.4 | 33.0 | — | 47.5% | 17.5% | 13.9% | 2.2% | 25.4 |
 MS | $356B | 21.9 | 27.0 | 7.7 | 57.1% | 19.1% | 15.5% | 3.1% | 17.9 |
 JPM | $909B | 16.2 | 18.5 | 9.0 | 59.9% | 26.0% | 16.1% | 4.5% | 11.6 |
 BAC | $424B | 14.7 | 14.0 | 33.6 | 56.1% | 19.7% | 10.2% | 3.5% | 9.1 |
 C | $267B | 20.5 | 27.4 | 12.0 | 44.6% | 11.8% | 6.7% | 1.7% | 31.0 |
| Financial Services Median | — | 13.6 | 11.4 | 11.1 | 64.1% | 20.3% | 9.0% | 5.5% | 4.3 |
Peer selection based on competitive and market overlap. Compare multiple stocks →
Download Financial Ratios Data
Includes 30+ ratios · 22 years · Updated daily
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EVR — Frequently Asked Questions
Quick answers to the most common questions about buying EVR stock.
What is Evercore Inc.'s P/E ratio?
Evercore Inc.'s current P/E ratio is 26.5x. The historical average is 32.7x. This places it at the 47th percentile of its historical range.
What is Evercore Inc.'s EV/EBITDA?
Evercore Inc.'s current EV/EBITDA is 17.9x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 12.0x.
What is Evercore Inc.'s ROE?
Evercore Inc.'s return on equity (ROE) is 27.8%. This is above the typical threshold of 15-20% considered good for most companies. The historical average is 26.5%.
Is EVR stock overvalued?
Based on historical data, Evercore Inc. is trading at a P/E of 26.5x. This is at the 47th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.
What is Evercore Inc.'s dividend yield?
Evercore Inc.'s current dividend yield is 0.88% with a payout ratio of 24.4%.
What are Evercore Inc.'s profit margins?
Evercore Inc. has 99.4% gross margin and 20.5% operating margin. Operating margin above 20% indicates strong pricing power and cost efficiency.
How much debt does Evercore Inc. have?
Evercore Inc.'s Debt/EBITDA ratio is 1.4x, indicating moderate leverage. A ratio below 2x is generally considered financially healthy.