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Evercore EVR Amount that if recognized, would affect the effective tax rate or regulatory liability

Amount that if recognized, would affect the effective tax rate or regulatory liability at other companies

Wells Fargo & Company logo
Wells Fargo & CompanyWFC
$1.7B-15.0%
Jefferies Financial Group logo
Jefferies Financial GroupJEF
Morgan Stanley logo
Morgan StanleyMS
Raymond James Financial logo
Raymond James FinancialRJF
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:UnrecognizedTaxBenefitsThatWouldImpactEffectiveTaxRate.

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 amount that if recognized, would affect the effective tax rate or regulatory liability?
Evercore (EVR) reported amount that if recognized, would affect the effective tax rate or regulatory liability of $103K in Q1 2026.
How has Evercore's amount that if recognized, would affect the effective tax rate or regulatory liability changed year-over-year?
Evercore's amount that if recognized, would affect the effective tax rate or regulatory liability decreased by 66.7% year-over-year, from $309K to $103K.
What is the long-term trend for Evercore's amount that if recognized, would affect the effective tax rate or regulatory liability?
Over 5 years (2020 to 2025), Evercore's amount that if recognized, would affect the effective tax rate or regulatory liability has grown at a -19.6% compound annual growth rate (CAGR), from $306K to $103K.