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Evercore EVR Unrecognized Tax Benefits - Impacting Effective Tax Rate

Unrecognized Tax Benefits - Impacting Effective Tax Rate at other companies

Jefferies Financial Group logo
Jefferies Financial GroupJEF
$189.5M-27.1%
Morgan Stanley logo
Morgan StanleyMS
$1.35B+16.2%
Raymond James Financial logo
Raymond James FinancialRJF
$41M0.0%
Wells Fargo & Company logo
Wells Fargo & CompanyWFC
$1.7B-15.0%
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 unrecognized tax benefits - impacting effective tax rate?
Evercore (EVR) reported unrecognized tax benefits - impacting effective tax rate of $103K in Q1 2026.
How has Evercore's unrecognized tax benefits - impacting effective tax rate changed year-over-year?
Evercore's unrecognized tax benefits - impacting effective tax rate decreased by 66.7% year-over-year, from $309K to $103K.
What is the long-term trend for Evercore's unrecognized tax benefits - impacting effective tax rate?
Over 5 years (2020 to 2025), Evercore's unrecognized tax benefits - impacting effective tax rate has grown at a -19.6% compound annual growth rate (CAGR), from $306K to $103K.
What does unrecognized tax benefits - impacting effective tax rate mean?
The portion of uncertain tax benefits that would lower the company's tax rate if they were officially approved.
How do you interpret unrecognized tax benefits - impacting effective tax rate?
A high value indicates significant potential for earnings volatility if tax positions are challenged or resolved.
How does unrecognized tax benefits - impacting effective tax rate compare across companies?
Commonly disclosed by large multinational corporations; peers with stable tax profiles have lower values.