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. In the quarter to June 2026, revenue grew 19.2%, EPS fell 1.59%, free cash flow grew 25.0% and total debt rose 85.4%, each against the same quarter a year earlier. Dividend growth for three consecutive years; insiders bought in the last twelve months.

253.97 2.65 −1.03%
Market cap
$9.9B
P/E
13.2×
Fwd P/E
19.5×
Dividend yield
1.36%
F-score
6/9
Altman Z
n/a
Beneish M
n/a
Dividend safety
n/a

Insider Decisions trades per month

Total buys 0.58
Total sells 5.05
Totals in millions of $.
Dec 25 Mar 26 Jun 26 Sep 26
Buy — — — — 1 — — — — — — —
Sell — 1 — 2 — — — 1 — — — —
Insider Ownership 3.06%

Capital & Financial Ratios $m

Market Cap 9,870.00
Revenue 4,741.99
Net Income 809.20
Free Cash Flow 1,625.91
Net Debt (716.62)
Current Ratio 2.47
Debt/Equity 0.25
P/E ratio 13.23
Fwd P/E 19.50
P/S ratio 2.07
P/B ratio 4.50
Past 5Y EPS Growth 11.32%
This Y EPS Growth 23.41% (at or above 15%: strong)
Next Y EPS Growth 15.90% (at or above 15%: strong)
Next Y revenue growth 19.66% (at or above 10%: strong)
Next 5Y EPS Growth 17.05% (at or above 15%: strong)

Green and red mark values outside typical ranges. How we judge →

Valuation vs history

P/E against its own 10 years 37.97%
10-year low 10-year high
P/S against its own 10 years 56.95%
10-year low 10-year high
P/B against its own 10 years 70.77%
10-year low 10-year high

Dividends

Payout Ratio 0.20
Annual Dividend Rate 3.46
Annual Dividend Yield 1.36%
total individual payouts
2028 Powerpack
2027 Powerpack
2026 3.55
0.84
0.89
0.89
2025 3.32
0.80
0.84
0.84
0.84
2024 3.16
0.76
0.80
0.80
0.80
2023 3.00
0.72
0.76
0.76
0.76
2022 3.34
0.68
0.50
0.72
0.72
0.72
2021 3.50
0.61
0.30
0.68
0.40
0.68
0.68
0.15
2020 2.95
0.58
0.40
0.58
0.20
0.58
0.61
2019 2.99
0.50
0.40
0.58
0.35
0.58
0.58
2018 2.98
0.40
0.30
0.50
0.13
0.40
0.50
0.25
0.50
2017 1.72
0.34
0.34
0.30
0.34
0.40
2016 1.27
0.31
0.31
0.31
0.34
predictions special payouts not included in total or ratios

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%

Revenue $m

Mar Jun Sep Dec Year
’26 1,400 998 — — —
’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.

EPS $

Mar Jun Sep Dec Year
’26 7.20 2.32 — — —
’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.

Target Price Range

Analyst price targets

Recommendation Rating

1.9
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Trend 2026e 2027e 2028e
Price, $
Price, $ Low 40.35 66.80 64.37 69.98 33.25 103.50 78.67 104.36 162.72 148.63

Analyst estimates 2026–2028

Powerpack
High 71.97 93.00 117.49 98.90 112.19 164.63 142.18 174.04 324.06 364.42
People
People Employees 1,475 1,600 1,700 1,900 1,800 1,950 2,120 2,195 2,380 2,570
Revenue/emp, $m 0.99 1.08 1.22 1.07 1.27 1.70 1.31 1.11 1.26 1.51
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
Gross margin, % 98.80 99.14 99.45 99.36 99.41 99.65 99.63 99.50 99.56 99.68
EBT 268 438 551 449 541 1,117 704 366 533 794
EBT margin, % 18.38 25.38 26.48 22.12 23.67 33.76 25.34 14.98 17.79 20.46
Net income 149 179 443 354 413 869 531 285 418 641
Depreciation 25 26 29 36 30 29 29 2 0 11
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
Earnings 2.74 3.16 9.29 7.44 8.64 18.48 12.15 6.71 9.86 15.29
Cash flow 10.76 12.80 20.93 12.62 24.13 34.58 13.55 12.02 25.76 32.46
Capex (0.47) (0.79) (0.82) (1.77) (1.32) (0.70) (0.59) (0.53) (0.78) (1.91)
Free cash flow 10.29 12.01 20.11 10.85 22.81 33.88 12.96 11.49 24.97 30.55
Book value 19.97 20.09 24.83 28.16 36.73 40.83 44.01 46.78 50.61 59.93
Shares, m 39 40 41 40 41 40 39 38 38 39
Valuation, ×
Valuation, × P/E 25.42 28.95 7.67 10.03 12.72 7.30 9.21 25.19 28.08 22.25
P/S 1.88 2.08 1.40 1.47 1.95 1.65 1.58 2.63 3.55 3.39
P/B 3.49 4.51 2.88 2.65 2.99 3.33 2.55 3.61 5.48 5.68
EV/Sales 1.63 1.84 1.11 1.36 1.77 1.60 1.49 2.56 3.38 3.18
EV/FCF 5.89 6.68 2.83 6.37 4.36 3.90 8.15 14.25 10.58 10.43
Cash, $m
Cash, $m Operating cash flow 422 507 850 505 978 1,385 531 458 988 1,256
Capex (18) (31) (33) (71) (53) (28) (23) (20) (30) (74)
Free cash flow 403 476 816 434 925 1,357 508 438 958 1,182
Balance, $m
Balance, $m Working capital 462 536 732 1,022 1,311 1,501 1,636 1,695 1,758 2,075
Total debt 216 205 194 434 420 423 410 374 374 588
Net debt (374) (434) (622) (226) (410) (155) (254) (223) (499) (838)
Shareholders’ equity 783 796 1,008 1,126 1,489 1,635 1,726 1,782 1,942 2,320
Returns, %
Returns, % ROA 6.85 7.73 20.33 12.59 11.75 20.63 12.84 6.98 9.60 12.42
ROIC 43.69 82.19 91.48 32.55 34.46 47.65 30.39 15.18 23.87 34.75
ROE 14.43 15.88 41.82 27.87 26.81 47.37 28.35 14.56 20.31 27.78
Negative figures in brackets.

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Charts ten years each

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
IREN IREN Limited $12.3B — (loss-making) 1,228× −26.73% (below 0%: shrinking) n/m +705.74% (above 0%: growing) 75.71% (585.97%) Compare
FUTU Futu Holdings Limited Sponsored ADR $10.5B 10.3× 10.9× +35.71% (above 0%: growing) +42.98% (above 0%: growing) +443.45% (above 0%: growing) 86.31% 61.99% Compare
SF Stifel Financial Corporation $10.4B 11.4× 12.5× +12.97% (above 0%: growing) +50.00% (above 0%: growing) −90.85% (below 0%: shrinking) 98.96% 20.64% Compare
JEF Jefferies Financial Group Inc. $10.3B 12.1× 15.6× +8.52% (above 0%: growing) +3.85% (above 0%: growing) +1,917.32% (above 0%: growing) 98.97% 24.82% Compare
EVR Evercore Inc $9.9B 13.2× 19.5× +19.15% (above 0%: growing) −1.59% (below 0%: shrinking) +25.04% (above 0%: growing) 99.69% 17.65%
HUT Hut 8 Corp. $9.4B — (loss-making) — (loss-making) +81.44% (above 0%: growing) n/m −535.81% (below 0%: shrinking) 11.10% (275.36%) Compare
HLI Houlihan Lokey, Inc. $9.0B 21.3× 19.2× −15.54% (below 0%: shrinking) −20.41% (below 0%: shrinking) −135.86% (below 0%: shrinking) 34.83% 15.26% Compare
VIRT Virtu Financial, Inc. $8.9B 9.4× 9.3× +19.05% (above 0%: growing) −1.21% (below 0%: shrinking) +78.56% (above 0%: growing) 78.24% 46.04% Compare
SNEX StoneX Group Inc. $7.2B 12.8× 18.8× +15.40% (above 0%: growing) +86.64% (above 0%: growing) −183.02% (below 0%: shrinking) 3.06% 1.67% Compare
Median of peers $9.8B 11.7× 15.6× +14.19% +23.42% −6.15% 76.97% 17.95%

All 93 Capital Markets stocks →

Evercore Inc (EVR) key facts

  • Strength: Evercore Inc’s revenue for fiscal 2025 (year ended December 2025) was $3.9 billion, up 29.5% from fiscal 2024.
  • Strength: Net income was $640.7 million, or $15.29 per share (basic), a net margin of 15.3%.
  • Evercore Inc (EVR) is a Capital Markets company in the Financial sector, listed on the New York Stock Exchange.
  • As of October 16, 2026, EVR traded at $253.97, a market capitalization of $9.9 billion.
  • At that price the stock trades at 13.2× trailing-twelve-month earnings and 2.1× sales; its P/E is higher than 38% of its own readings over the past ten years.
  • Evercore Inc pays an annual dividend of $3.46 per share, a yield of 1.36%, with a payout ratio of 19.6%.
  • Return on equity was 27.8% and debt-to-equity 0.25.
  • Its Piotroski F-score is 6 out of 9 for fiscal 2025.

Source: company filings (standardised) and stockrow calculations.

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stockrow.com/EVR · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com