Skip to content

Evercore EVR Return on invested capital

Return on invested capital at other companies

JPMorgan Chase logo
JPMorgan ChaseJPM
27.7%-16.1pp
Goldman Sachs Group logo
Goldman Sachs GroupGS
24.3%-7.3pp
Morgan Stanley logo
Morgan StanleyMS
16.9%+0.4pp
T Rowe Price Group logo
T Rowe Price GroupTROW
22.7%0.0pp
Invesco logo
InvescoIVZ
-4.9%-9.7pp
SEI Investments logo
SEI InvestmentsSEIC
27.6%-2.5pp

Other financials

Income statement

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

Balance sheet

See full
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

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

Valuation

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

Profitability

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

Returns & leverage

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

Where this comes from

Calculated from Evercore’s reported figures.

Based on trailing twelve months.

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

Ask your AI about Evercore's return on invested capital.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI
Harbor at dusk
Claude

Questions, answered.

What is Evercore's return on invested capital?
Evercore (EVR) reported return on invested capital of 45.3% in Q1 2026.
How has Evercore's return on invested capital changed year-over-year?
Evercore's return on invested capital increased by 60.8% year-over-year, from 28.2% to 45.3%.
What is the long-term trend for Evercore's return on invested capital?
Over 5 years (2020 to 2025), Evercore's return on invested capital has grown at a -2.8% compound annual growth rate (CAGR), from 44.6% to 38.7%.
What does return on invested capital mean?
The after-tax return the business earns on all the capital — debt and equity — invested in it.
How do you interpret return on invested capital?
The cleanest measure of business quality: ROIC sustained above the cost of capital creates value, below it destroys value. Compare against WACC, not against zero.
How does return on invested capital compare across companies?
Highly comparable across companies as a quality screen. Sector-sensitive definitions of invested capital mean banks/insurers are best excluded.