A Business at a Glance
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Table of Contents Evercore is the leading independent investment banking firm in the world based on the dollar volume of announced worldwide merger and acquisition ("M&A") transactions on which we have advised in the last five years(1). When we use the term "independent investment banking firm," we mean an investment banking firm that directly, or through its affiliates, does not engage in commercial banking or significant proprietary trading activities. We were founded on the belief that there is an opportunity within the investment banking industry for a firm free of the potential conflicts of interest created within large, multi-product, capital intensive financial institutions. We believe that maintaining standards of excellence and integrity in our core businesses demands a spirit of cooperation and hands-on participation more commonly found in smaller organizations.
| Metric | TTM | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|---|
| Revenue | 3.9B | 3.9B | 3.0B | 2.4B | 2.8B | 3.3B |
| Net Income | 592M | 592M | 378M | 255M | 477M | 740M |
| EPS | $14.05 | $14.05 | $9.08 | $6.37 | $11.61 | $17.08 |
| Free Cash Flow | 1.2B | 1.2B | 958M | 438M | 508M | 1.4B |
| ROIC | 69.8% | 29.7% | 23.0% | 16.1% | 32.2% | 57.2% |
| Gross Margin | - | - | - | - | - | - |
| Debt/Equity | 0.15 | 0.15 | 0.20 | 0.24 | 0.24 | 0.28 |
| Dividends/Share | $3.43 | $3.32 | $3.16 | $3.00 | $2.84 | $2.65 |
| Operating Income | 794M | 794M | 533M | 366M | 704M | 1.1B |
| Operating Margin | 20.5% | 20.5% | 17.8% | 15.0% | 25.3% | 33.8% |
| ROE | 29.1% | 31.7% | 23.0% | 16.4% | 33.4% | 58.0% |
| Shares Outstanding | 42M | 42M | 42M | 40M | 41M | 43M |
Evercore Inc. passes 5 of 9 quality checks, suggesting mixed fundamentals.
Evercore Inc. trades at 24.9x trailing earnings, compared to its 15-year median P/E of 17.8x, suggesting it is currently Fair relative to its historical range. On a free-cash-flow basis, the stock trades at 11.7x vs a median of 6.9x. The company's 5-year average ROIC is 31.6%. Total shareholder yield (dividends) is 1.0%. At current prices, the estimated annualized return to fair value is +2.8%.
Evercore Inc. (EVR) has a current P/E ratio of 24.9, compared to its historical median P/E of 17.8. The stock is currently considered Fair based on its historical valuation range.
Evercore Inc. (EVR) has a 5-year average return on invested capital (ROIC) of 31.6%. This indicates strong capital allocation and a potential competitive advantage.
Evercore Inc. (EVR) has a market capitalization of $14.8B. It is classified as a large-cap stock.
Yes, Evercore Inc. (EVR) pays a dividend with a trailing twelve-month yield of 0.98%.
Based on historical P/E analysis, Evercore Inc. (EVR) appears fair. The current P/E of 24.9 is 40% above its historical median of 17.8. The estimated fair value CAGR (P/E method) is 4.1%.
Evercore Inc. (EVR) operates in the Investment Advice industry, within the Financials sector.
Evercore Inc. (EVR) reported annual revenue of $3.9 billion in its most recent fiscal year, based on SEC EDGAR filings.
Evercore Inc. (EVR) has a net profit margin of 15.3%. This is a healthy margin.
Evercore Inc. (EVR) generated $1.2 billion in free cash flow in its most recent fiscal year. Positive free cash flow supports dividends, buybacks, and debt reduction.
Evercore Inc. (EVR) has a debt-to-equity ratio of 0.15. This indicates a conservatively financed balance sheet.
Evercore Inc. (EVR) reported earnings per share (EPS) of $14.05 in its most recent fiscal year.
Evercore Inc. (EVR) has a return on equity (ROE) of 31.7%. This indicates the company generates strong returns for shareholders.
The Ledger Terminal provides 16 years of financial data for Evercore Inc. (EVR), sourced directly from SEC EDGAR filings. This includes income statements, balance sheets, cash flow statements, and key financial ratios.
Evercore Inc. (EVR) has a book value per share of $48.22, based on its most recent annual SEC filing.