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

289.97 0.16 −0.06%
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

Evercore Inc (EVR) Return on invested capital

Alert me on Return on invested capital

Evercore Inc's return on invested capital over the twelve months to 30 September 2026 was 0.00%, down 34.8 percentage points from fiscal 2025 (34.8%). Over the past ten years it has ranged from 15.2% (fiscal 2023) to 91.5% (fiscal 2018); the current reading is higher than 64% of that period. That is in line with the Capital Markets industry median of 0.00% and below the Financial sector median of 4.70%.

Return on invested capital, annual

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Annual newest first

Period Return on invested capital Change (points)
FY2025 34.8% 10.88
FY2024 23.9% 8.69
FY2023 15.2% (15.21)
FY2022 30.4% (17.26)
FY2021 47.7% 13.19
FY2020 34.5% 1.91
FY2019 32.6% (58.93)
FY2018 91.5% 9.29
FY2017 82.2% 38.50
FY2016 43.7% 10.07

Against its own ten years

Low 15.2% High 91.5%
Ten-year median 34.5%
Current reading's percentile 64

Return on invested capital against peers

Company Return on invested capital
HLI Houlihan Lokey, Inc. compare 22.0%
XP XP Inc. compare 20.5%
JEF Jefferies Financial Group Inc. compare 8.20%
FUTU Futu Holdings Limited Sponsored ADR compare 0.00%
EVR Evercore Inc 0.00%
VIRT Virtu Financial, Inc. compare 0.00%
SF Stifel Financial Corporation compare 0.00%
IREN IREN Limited compare −5.53%
BMNR BitMine Immersion Technologies, Inc. compare −49.7%
Capital Markets industry median 0.00%
Financial sector median 4.70%
Market median 0.00%

What Return on invested capital is

Return on Invested Capital shows how much after-tax operating profit a company earns on the money its lenders and shareholders have put in.

TTM: (Operating Income × 0.625) ÷ (Shareholders Equity (Total) (latest quarter) + Long Term Debt (Total) (latest quarter) + Current Part of Debt (latest quarter) − Cash & Short Term Investments (latest quarter)); Annual: (Operating Income × 0.625) ÷ (Shareholders Equity (Total) + Long Term Debt (Total) + Current Part of Debt − Cash & Short Term Investments)

The full definition of Return on invested capital →

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