How do you interpret investment management — revenue from related parties?

High reliance on related parties may indicate limited external market penetration, while low reliance suggests a robust, independent client base.

How does investment management — revenue from related parties compare across companies?

Common in integrated financial firms; peers with large internal wealth management arms often report higher related-party revenue.

Evercore EVR Investment Management — Revenue From Related Parties

Discontinued — last reported Q4 '17

Similar metrics at other companies

IVZInvestment management fees — Revenue from Related Parties

$1.16B+17.1%

IVZOther — Revenue from Related Parties

$54.9M+18.3%

HASOperating Segments — Revenue From Related Parties

$418.77M+1.5%

MEDPDirect Revenue — Revenue From Related Parties

$2.2M-63.5%

JEFRevenues from affiliates — Revenue

$6.26M-33.9%

AEEOperating Segments — Revenue From Related Parties

$35M+12.9%

Other financials

Income statement

See full

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:RevenueFromRelatedParties.

The official record: Evercore’s 10-K, filed February 23, 2018, on SEC EDGAR. View the filing →

Questions, answered.

What does investment management — revenue from related parties mean?: Revenue earned from business dealings with the company's own affiliates or internal funds.
How do you interpret investment management — revenue from related parties?: High reliance on related parties may indicate limited external market penetration, while low reliance suggests a robust, independent client base.
How does investment management — revenue from related parties compare across companies?: Common in integrated financial firms; peers with large internal wealth management arms often report higher related-party revenue.