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Evercore Inc. EVR R3KFINANCIAL

Financial Services · Capital Markets · United States
https://www.evercore.com
Company Profile ↓
$295.67
-5.12% 1Y
Mkt Cap$11.37B
P/E16.64
P/B5.96
Div. Yield1.20%
52W High$379.99
52W Low$265.69
Book Value$48.33
EPS (TTM)$17.77

Company Overview

Evercore Inc., together with its subsidiaries, operates as an independent investment banking firm in the Americas, Europe, Middle East, Africa, and Asia-Pacific. The company operates through two segments, Investment Banking & Equities, and Investment Management. The Investment Banking & Equities segment offers strategic advisory services, such as mergers, and acquisitions, strategic, defense, and shareholder advisory, special committee assignments, and real estate strategic advisory; private capital advisory and fundraising, market risk management and hedging, private capital markets and debt advisory, liability management and restructuring, and equity capital markets execution and advisory services; 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. 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.

Why Investors Should Care

Strong Return on Equity

Generates a return on equity of 39.5%, reflecting efficient use of shareholder capital.

Consistent Profit Growth

Net profit has compounded at 11.0% per year over the last five years.

Steady Revenue Expansion

Revenue has grown at a 16.5% CAGR over the past five years.

Reasonable Valuation

Trades at an undemanding P/E of 16.6.

Healthy Margins

Maintains a net profit margin of 15.8%.

Recent Developments

  • Dec 2025 Revenue of $3.88B (+29.5% YoY); net profit $591.92M.
  • Trailing 12 Months Year-on-year growth — revenue +18.8%, earnings -1.7%.
  • 5-Year Trend Long-term compounding — revenue CAGR 16.5%, profit CAGR 11.0%.

Growth & Price Performance

Compounded Sales Growth

5 Years:16.51%
1 Year:18.80%

Compounded Profit Growth

5 Years:11.04%
1 Year:-1.70%

Stock Price Performance

1 Year:-5.12%
6 Months:+4.04%
3 Months:-12.81%
1 Month:-3.06%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot Bearish
52-Week Range 26% of range
$265.69 $379.99
Trend Signals
  • Price vs 50-DMABelow
  • Price vs 200-DMABelow
  • Death Cross9d ago
  • RSI (14)44.92 · Neutral
Price Performance
1M-3.06%
3M-12.81%
6M+4.04%
1Y-5.12%
Valuation vs Sector

P/E of 16.64 is above the sector median of 12.89 — pricier than peers.

Auto-generated from price history and fundamentals; not investment advice.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Strong return on equity of 39.5%.
  • Compounding revenue at 16.5% over 5 years.
  • Profit CAGR of 11.0% over 5 years.

CONS

  • In a downtrend (50-DMA below 200-DMA).

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
16.64
Industry PE
12.89
Forward P/E
13.09
PEG Ratio
1.31
Book Value
$48.33
Price to Book
5.96
P/S
2.35
EV/EBITDA
-
Dividend Yield
1.20%

Growth (CAGR)

Revenue 5Y
16.51%
Profit 5Y
11.04%
Revenue (YoY)
18.80%
Earnings (YoY)
-1.70%

Profitability & Returns

ROCE
-
ROE
39.50%
ROA
19.29%
Profit Margin
15.82%
Op Margin
16.96%
Gross Margin
93.93%
EPS (Latest Qtr)
$2.32
EPS (TTM)
$17.77

Balance Sheet & Liquidity

Debt/Equity
0.50
Quick Ratio
1.60
Current Ratio
1.83
Debt
$1.09B
Total Assets
$4.70B
Current Assets
-
Working Capital
-

Ownership

Promoter Holding
2.33%
Chg in Prom Hold
0.01%
FII / Inst Holding
95.44%
Chg in FII Hold
-0.14%

Financial Snapshot

Enterprise Value
$11.37B
Total Revenue (TTM)
$4.71B
EBITDA
-
Free Cash Flow
-
Operating Cash Flow
$1.67B
Shares Outstanding
38.46M
Gross Margin
93.93%
Payout Ratio
19.20%

Peer comparison

Peer companies in the same sector (Financial Services).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 EVR Evercore Inc. R3KFINANCIAL 295.67 16.64 $11.37B 1.20% - 39.50% 16.51% 11.04%
2 JPM JPMorgan Chase & Co. SPXR3KFINANCIAL 353.51 15.15 $939.70B 1.72% - 17.79% 12.50% 14.83%
3 BRK-B Berkshire Hathaway Inc. SPXFINANCIAL 505.83 12.72 $712.23B 0.00% - 12.12% 4.18% 9.44%
4 V Visa Inc. SPXR3KFINANCIAL 368.64 31.35 $628.20B 0.72% 37.15% 61.19% 14.33% 13.04%
5 MA Mastercard Incorporated SPXR3KFINANCIAL 570.89 31.44 $496.37B 0.62% 60.19% - 12.29% 19.21%
6 BAC Bank of America Corporation SPXR3KFINANCIAL 62.39 14.41 $436.28B 2.04% - 11.20% 3.14% 4.27%
7 BRK-A Berkshire Hathaway Inc. FINANCIAL 757,791.00 12.71 $370.14B 0.00% - 12.12% 7.60% 10.02%
8 HSBC HSBC Holdings plc FINANCIAL 106.26 15.18 $363.70B 3.65% - 13.10% 9.75% 12.72%
9 MS Morgan Stanley SPXR3KFINANCIAL 216.24 17.48 $339.62B 2.26% - 17.97% 3.76% 9.66%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Jun 2015Sep 2015Dec 2015Mar 2016Jun 2016Sep 2016Dec 2016Mar 2017Jun 2017Sep 2017Dec 2017Mar 2018Jun 2018Sep 2018Dec 2018Mar 2019Jun 2019Sep 2019Dec 2019Mar 2020Jun 2020Sep 2020Dec 2020Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Mar 2025Jun 2025Sep 2025Mar 2026Jun 2026
Revenue 272.91M313.47M-260.43M355.19M391.10M-392.02M375.27M412.01M-467.91M453.55M385.46M-419.42M535.21M407.86M-433.05M512.40M407.52M-666.88M692.17M827.95M727.10M635.17M581.12M576.31M503.60M574.40M585.00M693.41M738.42M699.02M838.04M1.05B1.40B998.50M
Net Income 10.76M7.20M20.60M5.32M24.09M34.70M43.43M80.77M18.18M45.91M-19.41M95.54M68.93M49.46M163.31M67.23M81.74M43.28M105.18M31.18M56.41M42.61M220.38M144.35M140.36M159.54M158.02M95.63M82.44M83.38M37.20M52.15M85.69M73.76M78.39M146.18M97.20M144.58M301.24M95.28M
Diluted EPS 0.260.160.450.120.550.790.981.760.411.04-0.502.101.521.083.671.521.881.012.480.741.351.015.023.253.213.743.792.332.032.060.951.302.091.811.863.482.363.417.202.32

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue 336.69M398.75M543.65M657.67M779.43M931.40M1.24B1.46B1.72B2.08B2.03B2.29B3.31B2.78B2.44B3.00B3.88B
Net Income -1.57M8.95M6.95M28.89M53.26M86.87M42.86M107.53M125.45M377.24M297.44M350.57M740.12M476.52M255.48M378.28M591.92M
Diluted EPS -0.100.390.230.891.382.080.982.432.808.336.898.2217.0811.616.379.0814.05

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets --898.09M1.04B1.15B1.18B1.45B1.48B1.66B1.58B2.13B2.60B3.37B3.80B3.62B3.70B4.17B5.36B
Total Equity 231.59M295.76M300.70M407.66M428.51M502.58M551.28M504.55M527.30M543.96M758.12M869.72M1.23B1.32B1.54B1.58B1.71B2.03B
Cash & Equivalents 175.90M206.68M141.34M182.91M259.43M298.45M352.16M448.76M558.52M609.59M790.59M633.81M829.60M578.32M663.40M596.88M873.04M1.43B
Total Liabilities --505.44M555.50M604.74M580.82M730.31M771.96M879.01M788.52M1.12B1.47B1.88B2.17B1.89B1.92B2.23B3.04B
Current Liabilities --286.97M302.90M320.91M284.16M385.08M408.05M463.42M464.05M749.69M668.65M1.06B1.30B1.07B910.06M1.23B1.78B

Cash Flows (Annual)

Figures in USD.

Metric Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow 88.10M44.99M147.84M160.16M198.71M215.97M367.67M421.89M507.24M849.57M504.70M978.37M1.38B531.38M457.95M988.15M1.26B
Investing Cash Flow -42.68M-43.87M-77.34M24.92M-8.86M25.04M-26.12M-46.20M-54.64M-212.57M-373.47M-483.87M-705.89M313.30M15.62M-67.43M-98.33M
Financing Cash Flow -14.88M-66.82M-25.08M-110.01M-149.80M-179.59M-234.62M-237.96M-419.23M-452.93M-290.01M-307.79M-925.32M-735.57M-557.23M-628.55M-635.62M

Ratios (Annual)

Figures in %.

Metric Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % -----------------
Operating Margin % -----------------
Net Margin % -0.5%2.2%1.3%4.4%6.8%9.3%3.5%7.4%7.3%18.1%14.7%15.3%22.4%17.1%10.5%12.6%15.3%
ROE % -0.5%3.0%1.7%6.7%10.6%15.8%8.5%20.4%23.1%49.8%34.2%28.5%56.1%31.0%16.2%22.2%29.1%
ROCE % -----------------

Shareholding Pattern

Insiders
2.33%
Institutions
95.44%
Public Float
97.72%

Top Institutional Holders

#Holder% HeldSharesValue
1 Blackrock Inc. 9.61% 3.72M $975.72M
2 Vanguard Portfolio Management LLC 5.06% 1.96M $513.69M
3 AQR Capital Management, LLC 4.42% 1.71M $449.30M
4 Vanguard Capital Management LLC 4.34% 1.68M $441.22M
5 Invesco Ltd. 4.14% 1.60M $420.86M
6 State Street Corporation 3.12% 1.21M $316.73M
7 FMR, LLC 2.93% 1.13M $297.39M
8 Geode Capital Management, LLC 2.84% 1.10M $288.45M
9 Morgan Stanley 2.08% 803.01K $210.87M
10 Millennium Management Llc 1.65% 637.46K $167.40M

Analyst View

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Latest News

Recent headlines for EVR

Google News ue, 04 Aug 2026

Evercore (EVR) Stock Looks Reasonable On Fair Value Yet Rich On Earnings - finance.yahoo.com

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Google News Sun, 06 Sep 2026

Evercore (EVR), What Is Behind The Fresh Attention? - simplywall.st

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Google News Wed, 29 Jul 2026

Why Evercore (EVR) Stock Is Down Today - Quiver Quantitative

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Google News Wed, 27 May 2026

EVR - Evercore Inc Stock Price and Quote - Finviz

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Google News Wed, 29 Apr 2026

Evercore Inc. (NYSE:EVR) Shatters Q1 Estimates, Shares Surge Pre-Market - ChartMill

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Google News ue, 01 Sep 2026

A J.P. Morgan healthcare banker with nearly 15 years of experience is joining Evercore in London. - Stock Titan

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EVR — Frequently Asked Questions

What is the current share price of Evercore Inc. (EVR)?

As of 2026-09-19 21:16 PDT, Evercore Inc. (EVR) trades at $295.67 on NYSE. Its 52-week range is $265.69 to $379.99.

What is the market capitalisation of EVR?

Evercore Inc. (EVR) has a market capitalisation of $11.37B on NYSE.

What is the P/E ratio of EVR?

EVR trades at a trailing price-to-earnings (P/E) ratio of 16.64. The industry average P/E is 12.89. Its price-to-book (P/B) ratio is 5.96.

Does EVR pay a dividend?

Evercore Inc. (EVR) currently offers a dividend yield of 1.20%.

What is the return on equity (ROE) of EVR?

EVR has a return on equity (ROE) of 39.50%.

Is EVR a good stock to buy?

This page provides a data-driven analysis of Evercore Inc. (EVR), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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