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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
Lazard logo
LazardLAZ
15.6%-5.4pp
Moelis & Company logo
Moelis & CompanyMC
31.7%+3.3pp
PJT Partners logo
PJT PartnersPJT
86.6%+7.0pp

Other financials

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

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Market cap$12.33B+6.4%
Enterprise value$12.16B+3.0%
P/E16.6×-8.5×
P/S2.6×-1.0×

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×

Where this comes from

Calculated from Evercore’s reported figures.

Based on trailing twelve months.

The source filing: Evercore’s 10-Q, filed August 5, 2026. Open the filing →

Filed
Aug 5, 2026, 4:07 PM EDT
Fiscal quarter
Q4 FY2026
Calendar quarter
Q4 2026
Accession
0001628280-26-053320

FAQ

What is Evercore's return on invested capital?
Evercore (EVR) reported return on invested capital of 47% in Q2 2026.
How has Evercore's return on invested capital changed year-over-year?
Evercore's return on invested capital increased by 62.6% year-over-year, from 28.9% to 47%.
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?
Net operating profit after tax (operating income taxed at the effective rate) divided by average invested capital (debt plus equity minus cash). Measures the after-tax return on all capital put to work in the business, independent of capital structure.

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