EVRNYSEInvestment AdviceFiscal year ends December 31
Evercore Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$247.96−6.12 (-2.41%)
Close on Oct 19, 2026
- Market cap
- $10.20B
- P/E (TTM)
- 14.0
- Dividend yield
- 1.34%
Margins
Share of revenue, fiscal years 2011 to 2025
Net margin
15.3%−0.1 pts over 5 years
Growth rates
Compound annual growth to fiscal 2025
| Per year | 1 year | 3 years | 5 years | 10 years | Five-year pace |
|---|---|---|---|---|---|
| Revenue | +29.5% | +11.8% | +11.2% | +12.1% | |
| Net income | +56.5% | +7.5% | +11.0% | +30.0% | |
| EPS, diluted | +54.7% | +6.6% | +11.3% | +30.5% | |
| Free cash flow | +23.4% | +32.5% | +5.0% | +12.9% | |
| Dividend per share | +5.1% | +5.3% | +7.2% | +11.2% |
Returns and balance sheet
10 fiscal years. Hover a measure to see how it is calculated.
| Measure | FY2016 | FY2020 | FY2025 | Trend |
|---|---|---|---|---|
| Return on equity | 20.8% | 33.4% | 31.7% | |
| Return on assets | 6.8% | 11.7% | 12.4% | |
| Current ratio | 2.00 | 2.23 | 2.16 | |
| Debt to equity | – | 0.28 | 0.27 | |
| Capex to revenue | 1.3% | 2.3% | 1.9% | |
| Diluted shares | 44M | 43M | 42M |
Where the cash went
Fiscal 2021 to 2025, five years combined
Evercore generated $4.62B from operations and spent $829.43M on capital expenditure, dividends and share buybacks. 21% of that went back into the business.
Generated
$4.62B
Used
$829.43M
Capital expenditure$175.31M21%Dividends$654.13M79%Share buybacks$00%
DuPont analysis
Return on equity split into margin, efficiency and leverage
Net margin15.3%
×Asset turnover0.81×
×Equity multiplier2.55×
=Return on equity, FY202531.7%
| Fiscal year | Net margin | Asset turnover | Equity multiplier | Return on equity |
|---|---|---|---|---|
| FY2025 | 15.3% | 0.81× | 2.55× | 31.7% |
| FY2024 | 12.6% | 0.76× | 2.40× | 23.0% |
| FY2023 | 10.5% | 0.67× | 2.35× | 16.4% |
| FY2022 | 17.1% | 0.75× | 2.60× | 33.4% |
| FY2021 | 22.4% | 0.92× | 2.81× | 58.0% |
| FY2020 | 15.3% | 0.77× | 2.84× | 33.4% |
| FY2019 | 14.7% | 0.86× | 2.90× | 36.5% |
| FY2018 | 18.1% | 1.12× | 2.85× | 57.9% |
| FY2017 | 7.3% | 1.06× | 3.03× | 23.4% |
| FY2016 | 7.4% | 0.93× | 3.04× | 20.8% |
Piotroski F-Score
Nine tests of profitability, balance sheet and efficiency, fiscal 2025 against fiscal 2024
5of 8 tests passed in fiscal 2025. Some tests lack the figures they need.
- ProfitableNet income above zero$591.92M
- Cash generatingOperating cash flow above zero$1.26B
- Return on assets improvedROA up on the prior year10.2% → 14.2%
- Earnings backed by cashOperating cash flow above net income$1.26B vs $591.92M
- Less leverageLong-term debt to assets fell8.0% → 10.1%
- Better liquidityCurrent ratio rose2.43 → 2.16
- No dilutionShare count did not rise42M → 42M
- Gross margin improvedGross margin up on the prior year– → –
- More efficientAsset turnover rose0.81 → 0.93