Evercore EVR Business Segments
| FY'25 | FY'24 | FY'23 | FY'22 | ||
|---|---|---|---|---|---|
| Net Revenues by Business | |||||
| Investment Banking & Equities | $3.77B+30.0% | $2.9B+23.0% | $2.36B-12.6% | $2.7B-16.4% | |
| Investment Management | $88.17M+8.7% | $81.1M+15.9% | $70.01M+6.2% | $65.92M+0.5% | |
| Other Revenue, net by Business | |||||
| Investment Banking & Equities | $78.24M-9.8% | $86.77M+10.8% | $78.28M— | —— | |
| Investment Management | $809K-47.9% | $1.55M-47.6% | $2.97M— | —— | |
| Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest by Business | |||||
| Investment Banking & Equities | $770.95M+51.7% | $508.07M+48.2% | $342.89M-49.9% | $684.3M-37.8% | |
| Investment Management | $22.87M-8.8% | $25.07M+9.5% | $22.91M+16.0% | $19.74M+14.4% | |
| Revenue from Contract with Customer by Business | |||||
| Investment Banking & Equities | $3.69B+31.2% | $2.81B+23.4% | $2.28B-16.3% | $2.72B-15.1% | |
| Investment Management | $87.36M+9.8% | $79.55M+18.7% | $67.04M+4.0% | $64.48M-2.0% | |
| Income (Loss) from Continuing Operations before Equity Method Investments, Income Taxes, Noncontrolling Interest by Business | |||||
| Investment Banking & Equities | $770.94M+52.1% | $507M+48.1% | $342.27M-49.9% | $683.09M-37.8% | |
| Investment Management | $19M-4.6% | $19.92M+18.0% | $16.87M+30.2% | $12.96M+193% | |
| Total Assets by Business | |||||
| Investment Banking & Equities | $16.22B+20.0% | $13.51B+11.5% | $12.12B+0.3% | $12.08B— | |
| Investment Management | $521.83M-5.5% | $552.37M-9.7% | $611.9M-4.8% | $642.68M-7.2% | |
| Non-Compensation by Business | |||||
| Investment Banking & Equities | $548.3M+20.2% | $456.26M+16.0% | $393.31M+11.8% | $351.84M— | |
| Investment Management | $16.74M+11.0% | $15.08M+10.0% | $13.71M+1.4% | $13.52M— | |
| Other Operating Expenses by Business | |||||
| Investment Banking & Equities | $54.93M+23.3% | $44.55M+12.4% | $39.63M+49.1% | $26.58M— | |
| Investment Management | $1.54M+2.4% | $1.51M-0.1% | $1.51M+29.0% | $1.17M— | |
| Interest expense on Notes Payable, Line of Credit and Other Financing Arrangements by Business | |||||
| Investment Banking & Equities | $24.26M— | —— | $16.72M— | —— | |
| Employee Compensation and Benefits by Business | |||||
| Investment Banking & Equities | $2.45B+27.0% | $1.93B+19.2% | $1.62B-2.5% | $1.66B— | |
| Investment Management | $52.43M+13.7% | $46.11M+16.9% | $39.43M0.0% | $39.44M— | |
| Technology and Information Services by Business | |||||
| Investment Banking & Equities | $141.41M+139% | $59.06M+73.0% | $34.15M-43.3% | $60.18M— | |
| Investment Management | $4.81M+182% | $1.7M+86.3% | $914K-62.9% | $2.46M— | |
| Occupancy and Equipment Rental by Business | |||||
| Investment Banking & Equities | $106.31M+20.0% | $88.6M+7.8% | $82.18M+7.7% | $76.32M— | |
| Investment Management | $2.48M+5.4% | $2.35M+9.3% | $2.15M+1.4% | $2.12M— | |
| Travel and Related Expenses by Business | |||||
| Investment Banking & Equities | $94.52M+20.4% | $78.52M+23.1% | $63.8M+28.7% | $49.59M— | |
| Investment Management | $1.1M+18.3% | $927K+27.2% | $729K+22.5% | $595K— | |
| Income from Equity Method Investments by Business | |||||
| Investment Banking & Equities | $6K-99.4% | $1.07M+73.1% | $620K-49.1% | $1.22M-9.0% | |
| Investment Management | $3.87M-25.0% | $5.16M-14.5% | $6.04M-11.0% | $6.78M-47.1% | |
| Depreciation and Amortization by Business | |||||
| Investment Banking & Equities | $32.1M+33.0% | $24.14M+0.8% | $23.94M-11.2% | $26.98M— | |
| Investment Management | $459K+40.4% | $327K-19.3% | $405K-45.0% | $737K— | |
| Professional Fees by Business | |||||
| Investment Banking & Equities | $98.53M+1,406% | -$7.55M+77.9% | -$34.15M-133% | $103.38M— | |
| Investment Management | $4.51M+1,239% | $337K+137% | -$914K-119% | $4.91M— | |
| Execution, Clearing and Custody Fees by Business | |||||
| Investment Banking & Equities | $10.65M-7.3% | $11.49M+7.1% | $10.72M+21.7% | $8.81M— | |
| Investment Management | $1.85M+7.0% | $1.72M+11.2% | $1.55M+1.2% | $1.53M— | |
| Revenue from Contract with Customer by Product | |||||
| Advisory Fees | $3.27B+33.9% | $2.44B+24.3% | $1.96B-17.9% | $2.39B-13.0% | |
| Asset Management and Administration Fees | $87.36M+9.8% | $79.55M+18.7% | $67.04M+4.0% | $64.48M-2.0% | |
| Commissions and Related Revenue | $242.69M+13.4% | $214.05M+5.6% | $202.79M-1.7% | $206.21M+0.2% | |
| Underwriting Fees | $179.65M+14.4% | $157.07M+41.5% | $111.02M-9.4% | $122.6M-50.3% | |
| Wealth Management | $87.36M+9.8% | $79.55M+18.7% | $67.04M+4.0% | $64.48M-2.0% | |
| Net Revenues by Geography | |||||
| Americas | $3.07B+31.6% | $2.33B+27.6% | $1.83B-16.4% | $2.19B— | |
| Asia-Pacific | $83.23M+47.6% | $56.4M+17.1% | $48.15M-27.4% | $66.33M— | |
| Europe, Middle East and Africa ("EMEA") | $626.25M+24.4% | $503.5M+7.2% | $469.69M-12.2% | $534.78M— | |
| United States | $2.89B+31.9% | $2.19B+27.3% | $1.72B-13.6% | $1.99B-22.1% | |
| Total Assets by Geography | |||||
| Americas | $12.24B— | —— | —— | —— | |
| Asia-Pacific | $255.47M— | —— | —— | —— | |
| Europe, Middle East and Africa ("EMEA") | $4.25B— | —— | —— | —— |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does Evercore break its business down?
- Evercore (EVR) reports net revenues by business across 2 parts — Investment Banking & Equities and Investment Management. Each is extracted from the segment footnotes and tracked over time.
- Where does Evercore's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Evercore's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
