Evercore Inc. financial metrics

Professional SEC-based dashboard for profitability, financial health, and growth with transparent scoring logic. Latest period: Q4 2025.

Symbol
EVR on NYSE
Location
New York, NY
Fiscal year end
31 December
Latest financial report
20 Feb 2026

Shareable Research Card

EVR - Evercore Inc. Financial Facts

EVR - Evercore Inc. has a source-backed company facts page for reviewing reported financial metrics, periods, and linked metric histories.

Start with the latest metric summary, then open metric histories or cross-company rankings to compare the same SEC-backed facts.

Context
Latest metrics period: Q4 2025
Latest reported value
Return On Equity 30%

Based on company facts extracted from SEC 10-Q/10-K XBRL filings where available. Open metric pages to inspect the reported history.

Open stable link Open latest 10-Q/10-K hub Which companies report the highest revenue?

Quick Takeaways

  • EVR - Evercore Inc. financial facts are built from SEC company filings data.
  • Latest metrics period on this page: Q4 2025.
  • Headline metric: Return On Equity 30%.

What Changed

  • Return On Equity YoY change: <span class="text-green-600">+37%</span>.
  • Most recent SEC facts end date: 31 Dec 2025.

Why This Matters

  • This gives a beginner-friendly first read before you inspect detailed formulas and metric tables.
  • Every metric card links to a deeper SEC-backed history page for verification.

Source Evidence

Based on latest 10-Q/10-K

Based on company facts extracted from SEC 10-Q/10-K XBRL filings where available. Open company facts to inspect the reported metric history.

See Original Filing

Latest SEC snapshot (2025-12-31) highlights Return On Equity 30.1%, Return On Assets 13.4%, and Operating Margin 24.7%.

Compare This Company Through SEC-backed Metrics

Use these links to compare EVR - Evercore Inc. against other SEC filers on the same metric, then verify the company history from the paired facts page.

Financial Quality Score

Transparent 0-100 scoring model based on profitability, financial health, and growth factors.

98.4/100

Strong Confidence high

Return On Equity

30%

Metric score 100.0/100

Return On Assets

13%

Metric score 100.0/100

Financial Health

Current Ratio
1.47x
Quick Ratio
1.28x
Debt to Equity
0.5x

Strengths

Return On Equity, Return On Assets, and Operating Margin

Watchpoints

No major risk flags from available metrics.

Key metrics snapshot

Return On Equity

30%

YoY: +37%

Industry median: 12% (n=55)

View history

Return On Assets

13%

YoY: +29%

Industry median: 4.6% (n=64)

View history

Operating Margin

25%

YoY:

Industry median: 20% (n=26)

View history

Current Ratio

1.47x

YoY: -11%

Industry median: 3.33x (n=22)

View history

Debt-to-equity

0.5x

YoY: +11%

Industry median: 0.97x (n=42)

View history

Revenues YoY

29%

YoY:

Industry median: 7.5% (n=46)

View history

NetIncomeLoss YoY

56%

YoY:

Industry median: 1.8% (n=52)

View history

Profitability

Metric Latest value YoY change
Return On Equity 30% +37%
Return On Assets 13% +29%
Operating Margin 25%

Financial Health

Metric Latest value YoY change
Current Ratio 1.47x -11%
Quick Ratio 1.28x
Debt-to-equity 0.5x +11%

Growth

Metric Latest value YoY change
Revenues YoY 29%
NetIncomeLoss YoY 56%

Share Metrics

Metric Latest value YoY change
Weighted Average Number of Shares Outstanding, Basic 38,712,000 +0.9%
Weighted Average Number of Shares Outstanding, Diluted 42,131,000 +1.2%

Additional Metrics

Metric Latest value YoY change
Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest $793,814,000 +49%
Income Tax Expense (Benefit) $153,107,000 +33%
Earnings Per Share, Basic 15.29 +55%
Earnings Per Share, Diluted 14.05 +55%
Cash and Cash Equivalents, at Carrying Value $1,426,020,000 +63%
Other Assets, Current $232,337,000 +65%
Assets, Current $3,858,241,000 +29%
Deferred Income Tax Assets, Net $297,361,000 +4.5%
Property, Plant and Equipment, Net $190,064,000 +31%
Operating Lease, Right-of-Use Asset $457,152,000 +4%
Intangible Assets, Net (Excluding Goodwill) $30,090,000
Goodwill $230,783,000 +85%
Other Assets, Noncurrent $277,508,000 +59%
Assets $5,358,097,000 +28%
Contract with Customer, Liability, Current $5,995,000 +67%
Liabilities, Current $1,783,421,000 +45%
Deferred Income Tax Liabilities, Net $4,652,000
Operating Lease, Liability, Noncurrent $508,191,000 +2.8%
Other Liabilities, Noncurrent $142,145,000 +19%
Liabilities $3,038,231,000 +36%
Accumulated Other Comprehensive Income (Loss), Net of Tax $13,128,000 +64%
Retained Earnings (Accumulated Deficit) $2,581,815,000 +21%
Stockholders' Equity Attributable to Parent $2,031,576,000 +19%
Stockholders' Equity, Including Portion Attributable to Noncontrolling Interest $2,319,866,000 +19%
Liabilities and Equity $5,358,097,000 +28%
Cash, Cash Equivalents, Restricted Cash and Restricted Cash Equivalents $1,436,140,000 +63%
Deferred Tax Assets, Valuation Allowance $5,279,000 0%
Deferred Tax Assets, Gross $458,114,000 +8.3%
Operating Lease, Liability $566,857,000 +3.2%
Comprehensive Income (Loss), Net of Tax, Attributable to Parent $614,851,000 +67%
Lessee, Operating Lease, Liability, to be Paid $724,495,000 +0.67%
Property, Plant and Equipment, Gross $360,336,000 +22%
Operating Lease, Liability, Current $58,666,000 +6.2%
Lessee, Operating Lease, Liability, to be Paid, Year Two $82,488,000 +4.1%
Lessee, Operating Lease, Liability, to be Paid, Year One $85,053,000 +5.5%
Operating Lease, Weighted Average Discount Rate, Percent 0.0485 +1.7%
Lessee, Operating Lease, Liability, Undiscounted Excess Amount $142,406,000 -4.8%
Lessee, Operating Lease, Liability, to be Paid, Year Three $73,163,000 +4.5%
Unrecognized Tax Benefits $126,000 -67%
Lessee, Operating Lease, Liability, to be Paid, Year Four $61,499,000 -0.27%
Additional Paid in Capital $4,024,496,000 +15%
Deferred Tax Assets, Net of Valuation Allowance $452,835,000 +8.4%
Interest Expense $24,264,000 +45%

How we score

This score is transparent and deterministic. We weight profitability, financial health, and growth metrics, then renormalize weights when SEC data is missing.

Metric Weight V1 threshold
ROIC205% to 20%
ROE158% to 25%
ROA102% to 10%
Operating Margin55% to 25%
Current Ratio121.0x to 2.0x
Quick Ratio80.8x to 1.5x
Debt to Equity100.3x to 2.0x (lower is better)
Revenue YoY10-10% to +20%
Net Income YoY10-10% to +20%

How Calculated (standard_v1)

Metrics are computed with a market-consensus convention designed for cross-portal comparability.

  • TTM Operating Income / TTM Revenues
  • Current Assets / Current Liabilities (latest instant quarter)
  • (Current Assets - Inventory) / Current Liabilities; fallback: (Cash+Short-Term Investments + Accounts Receivable) / Current Liabilities
  • Total Debt / Stockholders Equity (latest instant quarter; shared unit; freshest series)
  • TTM Net Income / Average Equity (current quarter + same quarter previous year) / 2
  • TTM Net Income / Average Assets (current quarter + same quarter previous year) / 2
  • TTM NOPAT / Average Invested Capital, where NOPAT=Operating Income*(1-tax rate), Invested Capital=Equity+Total Debt-Cash & ST Investments
  • TTM Revenues YoY
  • TTM Net Income YoY