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Evercore Inc

EVR Financial Capital Markets

Evercore Inc’s revenue for fiscal 2025 (year ended December 2025) was $3.9 billion, up 29.5% from fiscal 2024.

Revenue
+12.5%
EPS
+24.0%
Free cash flow
+25.0%
Total debt
+85.4%

Quarter to September 2026, against a year earlier

284.17 5.96 −2.05%
Market cap
$11.2B
P/E
14.5×
Fwd P/E
15.2×
Dividend yield
1.19%
F-score
6/9
Altman Z
n/a
Beneish M
n/a
Dividend safety
n/a
Overview Business Profile Earnings & Analysis
Financials
Income Statement Balance Sheet Cash Flow Metrics & Ratios
Segments Valuation Filings

Revenue by segment Fiscal 2025

  • Investment Banking & Equities
  • Other, not broken out
  • Investment Management

Every year since 2009 →

Insider Decisions last twelve months

Bought, $m 0.58
Sold, $m 5.05
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — — 1 — — — — — — — —
Sell 1 — 2 — — — 1 — — — — —
Insider Ownership 2.30%

Capital & Financial Ratios $m

Size
Market Cap 11,160.00
Revenue ttm 4,872.87
Net income ttm 809.20
Free cash flow ttm 1,625.91
Net debt Q (716.62)
Valuation
P/E 14.52
Forward P/E 15.20
Price / sales 2.30
Forward P/S Powerpack
Price / FCF 6.88
Price / book 5.14
Financial health
Current ratio Q 2.47
Debt / equity Q 0.25
Interest coverage Q 30.47
Growth
Revenue growth Q +12.51% (above 0%: growing)
Operating income growth Q +11.45% (above 0%: growing)
EPS, this year +36.78% (at or above 15%: strong)
EPS, next year A +7.35%
Revenue, next year A +26.60% (at or above 10%: strong)
EPS, past 5 yrs +11.32%
EPS, next 5 yrs A +17.94% (at or above 15%: strong)

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

P/E against its own 10 years 41.36%
10-year low 10-year high
P/S against its own 10 years 69.89%
10-year low 10-year high
P/B against its own 10 years 80.23%
10-year low 10-year high

Dividends raised 2 years running

Yield
1.19%
Annual rate
3.46
Payout ratio
18.6%
Growth, 2017–25
+8.57%/yr
  1. 1.72 ’17
  2. 2.98 ’18 +73
  3. 2.99 ’19 +0
  4. 2.95 ’20 −1
  5. 3.50 ’21 +19
  6. 3.34 ’22 −5
  7. 3.00 ’23 −10
  8. 3.16 ’24 +5
  9. 3.32 ’25 +5
  10. 3.55 ’26e +7
paid forecast change on the year, % Powerpack

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 597 873 1,426 1,257
Receivables 397 455 619 637
Inventory 1,437 1,519 1,581 1,148
Other 174 140 232 155
2,605 2,988 3,858 3,196
2023 2024 2025 Q'26
Payables 72 78 226 249
ST’ Debt — 38 48 —
Other 33 30 53 38
910 1,230 1,783 1,295

Compound Annual Growth %

10y 5y 3y
Sales 12.08% 11.17% 11.77%
Cash Flow 13.08% 5.13% 33.22%
Earnings 30.02% 11.04% 7.50%
Book Value 12.61% 9.27% 10.35%

Earnings Trends EPS, adjusted, against the consensus

Q3 FY26 Estimate 2.61 Actual 4.28

Earnings per share against the consensus, by quarter
Quarter Estimate Reported Result
Q4 FY25 3.83 5.13 Beat by 1.30
Q1 FY26 5.57 7.53 Beat by 1.96
Q2 FY26 3.02 2.91 Miss by 0.11
Q3 FY26 2.61 4.28 Beat by 1.67
Q4 FY26 5.12 — Reports 3 February 2027

EPS $

Mar Jun Sep Dec Year
’26 7.20 2.32 4.33 — —
’25 3.48 2.36 3.41 4.76 14.05
’24 2.09 1.81 1.86 3.30 9.08
’23 2.06 0.95 1.30 2.03 6.37
’22 3.79 2.33 2.03 3.44 11.61
’21 3.25 3.21 3.74 6.96 17.08
’20 0.74 1.35 1.01 5.02 8.22
Fiscal quarters ending in the months shown.

Revenue $m

Mar Jun Sep Dec Year
’26 1,400 998 1,177 — —
’25 699 838 1,046 1,297 3,880
’24 585 693 738 980 2,996
’23 576 504 574 788 2,443
’22 727 635 581 835 2,779
’21 667 692 828 1,120 3,307
’20 433 512 408 932 2,285
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Mar Jun Sep Dec Year
’26 (226) 526 — — —
’25 (550) 438 561 807 1,256
’24 (281) 348 235 686 988
’23 (385) 179 248 416 458
’22 (486) 318 326 374 531
’21 (330) 445 415 855 1,385
’20 (174) 293 164 695 978
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Mar Jun Sep Dec Year
’26 (229) 515 — — —
’25 (569) 412 541 799 1,182
’24 (282) 341 227 673 958
’23 (390) 172 242 414 438
’22 (492) 312 318 370 508
’21 (338) 436 408 850 1,357
’20 (187) 276 153 683 925
Fiscal quarters ending in the months shown.

Valuation

The price implies the dividend a share growing 46.4% a year for ten years. It grew 12.5% a year over the last ten.

Implied
46.4%
10 years, reported
12.5%
Open the model

Target Price Range

Analyst price targets

Recommendation Rating

1.9
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Ten-year view Analyst estimates Powerpack
Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 TTM Sep ’26 Trend 10 yrs 2026e 2027e 2028e Next 3/yr
Income, $m
Income, $m Revenue 1,457 1,724 2,082 2,029 2,285 3,307 2,779 2,443 2,996 3,880 4,873 +11.5% 4,912 5,307 5,505 +12.4%
Gross margin, % 98.80 99.14 99.45 99.36 99.41 99.65 99.63 99.50 99.56 99.68 99.75 +0.9 pt
EBT 268 438 551 449 541 1,117 704 366 533 794 1,037 +12.8%
EBT margin, % 18.38 25.38 26.48 22.12 23.67 33.76 25.34 14.98 17.79 20.46 21.27 +2.1 pt
Net income 149 179 443 354 413 869 531 285 418 641 809 +17.6%
Per share, $
Per share, $ Revenue 37.14 43.50 51.30 50.73 56.35 82.57 70.85 64.11 78.10 100.23 127.12 +11.7%
Earnings 2.74 3.16 9.29 7.44 8.64 18.48 12.15 6.71 9.86 15.29 20.10 +21.0%
Cash flow 10.76 12.80 20.93 12.62 24.13 34.58 13.55 12.02 25.76 32.46 0.00 +13.1%
Capex (0.47) (0.79) (0.82) (1.77) (1.32) (0.70) (0.59) (0.53) (0.78) (1.91) 0.00 +16.9%
Free cash flow 10.29 12.01 20.11 10.85 22.81 33.88 12.96 11.49 24.97 30.55 0.00 +12.9%
Book value 19.97 20.09 24.83 28.16 36.73 40.83 44.01 46.78 50.61 59.93 0.00 +13.0%
Shares, m 39 40 41 40 41 40 39 38 38 39 39 (0.1%)
Valuation, ×
Valuation, × P/E 25.42 28.95 7.67 10.03 12.72 7.30 9.21 25.19 28.08 22.25 14.52 17.7
P/S 1.88 2.08 1.40 1.47 1.95 1.65 1.58 2.63 3.55 3.39 2.30 2.2
P/B 3.49 4.51 2.88 2.65 2.99 3.33 2.55 3.61 5.48 5.68 5.14 3.7
EV/Sales 1.63 1.84 1.11 1.36 1.77 1.60 1.49 2.56 3.38 3.18 — 2.0
EV/FCF 5.89 6.68 2.83 6.37 4.36 3.90 8.15 14.25 10.58 10.43 — 7.3
Cash, $m
Cash, $m Operating cash flow 422 507 850 505 978 1,385 531 458 988 1,256 1,668 +12.9%
Capex (18) (31) (33) (71) (53) (28) (23) (20) (30) (74) (42) +16.7%
Free cash flow 403 476 816 434 925 1,357 508 438 958 1,182 1,626 +12.7%
Balance, $m
Balance, $m Working capital 462 536 732 1,022 1,311 1,501 1,636 1,695 1,758 2,075 1,901 +18.2%
Net debt (374) (434) (622) (226) (410) (155) (254) (223) (499) (838) (717) +9.4%
Shareholders’ equity 783 796 1,008 1,126 1,489 1,635 1,726 1,782 1,942 2,320 2,178 +12.8%
Returns, %
Returns, % ROA 6.85 7.73 20.33 12.59 11.75 20.63 12.84 6.98 9.60 12.42 0.00 +5.6 pt
ROIC 43.69 82.19 91.48 32.55 34.46 47.65 30.39 15.18 23.87 34.75 0.00 (8.9) pt
ROE 14.43 15.88 41.82 27.87 26.81 47.37 28.35 14.56 20.31 27.78 0.00 +13.3 pt
People
People Employees 1,475 1,600 1,700 1,900 1,800 1,950 2,120 2,195 2,380 2,570 — +6.4%
Revenue/emp, $m 0.99 1.08 1.22 1.07 1.27 1.70 1.31 1.11 1.26 1.51 — +4.8%
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Dec 2025 · latest quarter Sep 2026 · fundamentals updated 2 Nov 2026

Business profile

Updated

Evercore is an independent investment banking and investment management firm. It advises companies and investors on major financial decisions, including mergers, acquisitions, sales, fundraising and restructurings. It also provides investment research and securities trading services to institutional investors, and manages money and provides trust services for wealthy clients and organizations.

Its investment bankers help clients assess alternatives, value businesses, negotiate transactions and arrange financing. Depending on the assignment, Evercore can act as an adviser, a placement agent that helps find investors, or an underwriter that helps bring securities to market. Its restructuring advisers work with companies, creditors and other stakeholders on balance-sheet problems, including situations in and out of court.

Where the money comes from and where it goes Fiscal 2025

Fiscal 2025: revenue by segment, and margins
Investment Banking & Equities 3,689 95.09%
Other, not broken out 103 2.66%
Investment Management 87 2.25%
Gross margin 99.68%
Operating margin 21.24%
Pre-tax margin 20.46%

Revenue by segment since 2009

Evercore Inc vs peers in Capital Markets (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
BMNR BitMine Immersion Technologies, Inc. $11.5B — (loss-making) — (loss-making) +2,167.79% (above 0%: growing) n/m −126,594.81% (below 0%: shrinking) 87.70% (25.50%) Compare
EVR Evercore Inc $11.2B 14.5× 15.2× +12.51% (above 0%: growing) +24.01% (above 0%: growing) +25.04% (above 0%: growing) 99.76% 21.48%
JEF Jefferies Financial Group Inc. $11.2B 12.7× 12.4× +8.52% (above 0%: growing) +17.31% (above 0%: growing) +1,563.06% (above 0%: growing) 98.97% 24.82% Compare
SF Stifel Financial Corporation $10.8B 11.8× 11.4× −0.22% (below 0%: shrinking) +13.26% (above 0%: growing) −90.85% (below 0%: shrinking) 99.05% 22.63% Compare
HLI Houlihan Lokey, Inc. $10.2B 24.5× 18.2× +4.85% (above 0%: growing) −1.80% (below 0%: shrinking) −25.70% (below 0%: shrinking) 35.98% 22.25% Compare
FUTU Futu Holdings Limited Sponsored ADR $9.0B 9.2× 10.6× +35.71% (above 0%: growing) +42.98% (above 0%: growing) +443.45% (above 0%: growing) 86.31% 61.99% Compare
VIRT Virtu Financial, Inc. $8.4B 8.9× 8.2× +19.05% (above 0%: growing) −1.21% (below 0%: shrinking) +78.56% (above 0%: growing) 78.24% 46.04% Compare
XP XP Inc. $7.6B 7.7× 7.1× +22.04% (above 0%: growing) +23.26% (above 0%: growing) −127.08% (below 0%: shrinking) 100.00% 34.50% Compare
IREN IREN Limited $7.3B — (loss-making) — (loss-making) −26.73% (below 0%: shrinking) n/m +705.74% (above 0%: growing) 75.71% (585.97%) Compare
Median of peers $9.6B 10.5× 11.0× +13.79% +15.28% +26.43% 87.01% 23.73%

All 97 Capital Markets stocks →

From the latest earnings call

Updated

  • CEO John Weinberg said client engagement remained high and Evercore’s backlog was near record levels, although the timing of revenue conversion could vary.
  • CFO Timothy LaLonde attributed higher non-compensation expenses partly to business investments and said Evercore was targeting a full-year expense ratio near the prior year’s level.

Largest institutional holders 13F, quarter to 30 June 2026

Held by institutions 92.01%
Held by the ten largest 42.83%
Holder Shares Stake Change
Vanguard 3.95m 10.28% −28.07k
BlackRock 3.72m 9.66% +66.77k
AQR Capital Management 1.70m 4.41% +393.80k
Invesco 1.60m 4.17% +177.99k
State Street 1.21m 3.14% +27.10k
Fidelity (FMR) 1.13m 2.94% −537.18k
Geode Capital Management 1.10m 2.86% +55.09k
Morgan Stanley 803.02k 2.09% −114.79k
Millennium Management 637.46k 1.66% +568.31k
Wellington Management 624.99k 1.63% +1.73k
13F filings for the quarter to 30 June 2026: long positions in US-listed shares reported by managers with $100m or more, ~45 days after the quarter.

Pay and ownership Proxy statement filed 29 April 2026

Ownership

Directors and executive officers, together 3.46% of the votes
The Vanguard Group 9.31% of the votes
BlackRock, Inc. 8.38% of the votes
John S. Weinberg 2.18% of the votes
Tim LaLonde less than 1% of the votes
Ownership is the proxy’s own table: the directors and officers as a group, and every holder of 5% or more. Read the proxy statement

Evercore Inc (EVR) Latest News

3 Nov

Impact 3 · · StockStory

29 Oct

Impact 4 · · Simply Wall St. earnings
Impact 4 · · Simply Wall St.

28 Oct

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Impact 4 · · The Motley Fool transcript
Impact 4 · · Moby earnings
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Impact 3 · · Associated Press
Impact 3 · · Zacks
Impact 3 · · Zacks

27 Oct

Impact 3 · · StockStory

24 Oct

Impact 4 · · InvestorsHub

23 Oct

Impact 4 · · Simply Wall St.

20 Oct

Impact 3 · · Business Wire

19 Oct

Impact 4 · · Benzinga
Impact 3 · · bankingdive.com
Impact 3 · · Business Wire
Impact 3 · · Investing.com

18 Oct

Impact 4 · · Business Wire

16 Oct

Impact 3 · · Stocktwits

15 Oct

Impact 4 · · Zacks

14 Oct

Impact 3 · · Simply Wall St.

13 Oct

Impact 4 · · Simply Wall St.
Impact 3 · · Simply Wall St.

12 Oct

Impact 4 · · Business Wire

9 Oct

Impact 3 · · StockStory

6 Oct

Impact 3 · · Insider Monkey

5 Oct

Impact 3 · · Business Wire

EVR metrics, ten years each

stockrow.com/EVR · Data as of Nov 2, 2026 · For information only; not investment advice. · © 2026 stockrow.com