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Evercore

EVR

Evercore is a leading global independent investment banking firm that provides strategic advisory, capital markets, and investment management services.

Market cap
$10.42B-22.5%
Revenue$4.7B+45.4%
Net income$745.0M+61.2%
Free cash flow$1.6B+119%
EPS (diluted)$17.72+60.8%
Trailing twelve months · change vs. prior year

Earnings

Next report

Oct 28, 2026 (in a month)
Revenue estimate$1.0B
EPS estimate$3.49

Financials

Q2 2026

Income statement

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Revenue$990.2M+18.8%
Net income$95.3M-2.0%
EPS (diluted)$2.32-1.7%

Balance sheet

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Cash & equivalents$1.3B+102%
Total debt$1.1B+29.6%
Total equity$1.9B+12.3%
Total assets$4.7B+27.4%

Cash flow

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Operating cash flow$525.5M+20.1%
CapEx$10.7M-58.8%
Free cash flow$514.8M+25.0%

Valuation & ratios

Valuation

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Market cap$10.42B-22.5%
Enterprise value$10.24B-24.4%
P/E14×-14.9×
P/S2.2×-1.9×

Profitability

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Net margin15.8%+1.5pp
FCF margin34.5%+11.6pp

Returns & leverage

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Return on equity42.4%+13.3pp
Debt / equity0.6×+0.1×
Current ratio2.5×-0.3×

Segments

By product

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Advisory Fees$775.6M+11.2%
Underwriting Fees$97.1M+201%
Commissions and Related Revenue$63.5M+9.0%
Asset Management and Administration Fees$23.7M+14.4%

By segment

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Investment Banking & Equities$936.2M+18.8%
Investment Management$23.7M+14.4%

Competitors

Profile

Evercore is a leading global independent investment banking firm that provides strategic advisory, capital markets, and investment management services. The firm operates without the conflicts of interest typical of large commercial banks by avoiding proprietary trading and commercial lending activities. Its core value proposition centers on delivering high-caliber, unconflicted financial advice to corporate and institutional clients through a partnership-focused model.

Competitive position

A leading global independent advisory firm characterized by its lack of commercial banking conflicts and top-ranked equity research capabilities.

GeographiesUnited States, United Kingdom, Germany, Hong Kong, Singapore, Brazil, Canada, Middle East
Customer segmentsEnterprise, Institutional Investors, High-Net-Worth Individuals
Business modelFee-for-service advisory, Commission-based trading, Asset-based management fees
SuppliersFinancial data providers, Specialized human capital, Technology infrastructure, Regulatory bodies
CustomersGlobal corporations, Private equity firms, Hedge funds, Pension funds, Wealthy families
Listed2006
Employees2.2K
CEOJohn S. Weinberg
FilingsSEC EDGAR

FAQ

What is Evercore's market cap?
Evercore (EVR) has a market capitalization of $10.4B and trades on NYSE.
What is Evercore's revenue and profitability?
Evercore generated $4.7B in trailing twelve-month revenue with net income of $745.0M, representing a net margin of 15.8%, with free cash flow of $1.6B. The latest reported period is Q2 2026.
Who are Evercore's competitors?
Evercore's key competitors include Perella Weinberg Partners, Morgan Stanley, Moelis & Company, and others. These companies compete in similar markets and product categories.
Who does Evercore partner with?
Evercore's notable partners include Seneca Advisors LTDA, Atalanta Sosnoff Capital, LLC.
What subsidiaries does Evercore have?
Evercore's subsidiaries include Evercore ISI, Robey Warshaw, Evercore Wealth Management L.L.C., and others.
Where is Evercore headquartered?
Evercore is headquartered in United States of America and employs approximately 2,225 people. It has been publicly traded since 2006.