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Evercore EVR Equity Method Investments

Equity Method Investments at other companies

Jefferies Financial Group logo
Jefferies Financial GroupJEF
$21.9M0.0%
Raymond James Financial logo
Raymond James FinancialRJF
$131M-18.6%
Jones Lang LaSalle logo
Jones Lang LaSalleJLL
$886.6M-1.8%
JPMorgan Chase logo
JPMorgan ChaseJPM
Invesco logo
InvescoIVZ
SEI Investments logo
SEI InvestmentsSEIC

Other financials

Income statement

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Revenue$1.4B+100%
Net income$301.2M+106%
EPS (diluted)$7.20+107%

Balance sheet

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Cash & equivalents$996.1M+77.0%
Total debt$1.1B+29.6%
Total equity$1.8B+18.3%
Total assets$4.3B+31.9%

Cash flow

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Operating cash flow-$225.9M+58.9%
CapEx$3.1M-84.2%
Free cash flow-$229.0M+59.8%

Valuation

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Market cap$14.38B+51.3%
Enterprise value$14.48B+47.3%
P/E19.3×-2.4×
P/S3.2×+0.1×

Profitability

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Net margin16.4%+2.2pp
FCF margin33.4%+11.8pp

Returns & leverage

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Return on equity45.4%+15.7pp
Debt / equity0.6×+0.1×
Current ratio2.8×-0.5×

Where this comes from

Reported directly by Evercore in its filing.

Tagged under the XBRL concept us-gaap:EquitySecuritiesWithoutReadilyDeterminableFairValueAmount.

The official record: Evercore’s 10-Q, filed May 6, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Evercore's equity method investments?
Evercore (EVR) reported equity method investments of $1.66M in Q1 2026.
How has Evercore's equity method investments changed year-over-year?
Evercore's equity method investments increased by 157.4% year-over-year, from $645K to $1.66M.
What is the long-term trend for Evercore's equity method investments?
Over 5 years (2020 to 2025), Evercore's equity method investments has grown at a 19.6% compound annual growth rate (CAGR), from $683K to $1.67M.
What does equity method investments mean?
The value of investments in companies where the firm has significant influence but not full control.
How do you interpret equity method investments?
Growth indicates expansion of strategic partnerships or minority stakes in external businesses.
How does equity method investments compare across companies?
Standard line item for any firm with strategic minority interests in other businesses.