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EVREvercore Inc.
$346.87$13.4B
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  4. Financial Ratios

Evercore Inc. (EVR) Financial Ratios

Latest Ratios: P/E Ratio 24.7x · EV/EBITDA 16.3x · ROE 27.8%. (2004–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

EVR Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$13.4B$15.1B$11.5B$6.9B$4.5B$5.9B$4.7B$3.2B$3.2B$4.0B$3.0B
Enterprise Value$13.1B$14.8B$11.5B$7.1B$4.4B$5.9B$4.6B$3.0B$2.5B$3.6B$2.7B
P/E Ratio →24.6924.2230.5326.859.407.9513.3410.858.5932.1428.27
P/S Ratio3.463.893.852.811.611.782.041.591.562.342.08
P/B Ratio6.646.515.943.852.593.603.142.873.215.073.88
P/FCF11.3512.7712.0515.668.814.345.057.443.978.317.63
P/OCF10.6812.0211.6814.988.424.254.786.403.817.817.30

P/E links to full P/E history page with 30-year chart

EVR EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—3.813.852.891.581.782.001.491.222.111.85
EV / EBITDA16.2918.3921.6419.155.985.147.996.264.387.839.19
EV / EBIT16.5118.6321.6219.286.225.278.446.764.618.2910.06
EV / FCF—12.5112.0316.108.614.344.936.993.127.486.77

EVR Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin99.4%99.4%99.4%99.3%99.4%99.5%99.1%99.0%99.1%98.8%98.9%
Operating Margin20.5%20.5%17.8%15.0%25.3%33.8%23.7%22.1%26.5%25.4%18.4%
Net Profit Margin15.3%15.3%12.6%10.5%17.1%22.4%15.3%14.7%18.1%7.3%7.4%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE27.8%27.8%20.3%14.6%28.3%47.4%26.8%27.9%41.8%15.9%14.4%
ROA12.4%12.4%9.6%7.0%12.8%20.6%11.7%12.6%20.3%7.7%6.8%
ROIC18.8%18.8%14.6%10.9%22.1%36.7%20.3%22.8%38.5%33.8%22.1%
ROCE17.6%17.6%14.1%10.3%19.7%32.4%18.8%19.7%30.8%28.0%17.9%

EVR Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity0.500.500.480.470.400.440.480.580.170.220.24
Debt / EBITDA1.441.441.732.290.940.631.261.350.290.380.63
Net Debt / Equity—-0.13-0.010.11-0.060.00-0.07-0.17-0.69-0.51-0.44
Net Debt / EBITDA-0.39-0.39-0.030.52-0.130.00-0.19-0.41-1.20-0.87-1.17
Debt / FCF—-0.26-0.020.44-0.190.00-0.12-0.45-0.85-0.83-0.86
Interest Coverage32.7232.7231.8021.8841.7863.4925.2622.2831.0321.8916.00

Net cash position: cash ($1.5B) exceeds total debt ($1.2B)

EVR Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio5.805.807.769.029.946.7510.2811.7924.2514.6614.07
Quick Ratio5.805.807.769.029.946.7510.2811.7924.2514.6614.07
Cash Ratio4.204.205.355.746.674.536.988.5714.139.509.03
Asset Turnover—0.720.720.660.770.870.680.780.981.090.88
Inventory Turnover———————————
Days Sales Outstanding———————————

EVR Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield0.9%1.0%1.2%1.9%2.8%2.0%2.3%3.0%2.4%1.4%1.7%
Payout Ratio24.4%24.4%35.9%50.0%26.7%16.0%30.4%32.5%20.5%45.1%47.9%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield4.1%4.1%3.3%3.7%10.6%12.6%7.5%9.2%11.6%3.1%3.5%
FCF Yield8.8%7.8%8.3%6.4%11.4%23.1%19.8%13.4%25.2%12.0%13.1%
Buyback Yield4.9%4.4%3.9%5.7%12.3%12.4%3.2%10.3%9.7%7.5%5.7%
Total Shareholder Yield5.9%5.3%5.1%7.6%15.1%14.4%5.4%13.3%12.1%8.9%7.4%
Shares Outstanding—$44M$42M$40M$41M$43M$43M$43M$45M$45M$44M

Key Metrics

Growth RegimeAccelerating
ProfitabilityStrong
Balance SheetHealthy
Cash FlowMixed
Top Statement Risk

Cyclical fee timing volatility

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q1)

Premium Valuation Reflects Growth Expectations

According to current market data, Evercore trades at a forward P/E of 17.78, which, when compared to the broader peer group, suggests investors are pricing in a sustained recovery in M&A activity and the firm's continued ability to capture market share from larger universal banking competitors.

The current P/E multiple of 24.32 on a trailing basis appears to bake in significant optimism regarding future fee realization. Investors should monitor whether the PEG ratio of 2.15 remains justified, as any deceleration in deal flow could lead to a rapid compression of these multiples given the firm's sensitivity to macroeconomic cycles.

Capital Efficiency Trends Require Monitoring

Based on reported financial figures, Evercore's ROIC has shown a volatile trend, rising to 7.7% in 2026Q1 from a low of 2.5% in 2024Q1, which indicates that the firm's ability to compound returns is heavily dependent on the cyclicality of its advisory mandate pipeline.

While the recent improvement in ROIC is encouraging, it remains below the levels achieved by more specialized peers like Moelis & Company. This suggests that Evercore's capital-light model is highly efficient, yet its returns are structurally constrained by the high compensation costs required to maintain its competitive position in the talent market.

Working Capital Dynamics Impact Liquidity

As reported in recent quarterly filings, Evercore's DSO has fluctuated between 35 and 57 days, a range that highlights the inherent unpredictability of cash collection cycles in a business model reliant on the successful completion of complex, long-duration corporate advisory transactions.

The lack of consistent inventory or payables data in this service-oriented model shifts the focus to receivables management as the primary driver of working capital efficiency. The observed volatility in DSO suggests that the firm's cash conversion cycle is susceptible to client-side delays, which may necessitate higher liquidity buffers than those maintained by more diversified financial institutions.

Conservative Leverage Supports Strategic Flexibility

According to the latest balance sheet data, Evercore maintains a disciplined debt-to-equity ratio of 0.53, a level that appears prudent when compared to the more leveraged capital structures of peers like Lazard, providing the firm with significant dry powder for opportunistic talent acquisition during market downturns.

The firm's interest coverage ratio, which stood at 38.32 in 2026Q1, indicates that debt service remains well-covered by operating income. This conservative approach to leverage is a structural advantage, allowing the firm to prioritize human capital investment without the pressure of servicing significant debt obligations during periods of reduced deal activity.

Misapplication of P/B Ratio Metrics

As noted in industry analysis, the Price-to-Book ratio is frequently misapplied to Evercore, as it fails to capture the value of the firm's primary asset—its human capital—which is expensed through the income statement rather than capitalized on the balance sheet.

Investors should instead focus on metrics like revenue per senior managing director or adjusted operating margins to gauge the firm's true earning power. Relying on P/B in a service-based advisory model obscures the firm's ability to generate high returns on tangible equity, leading to a potential undervaluation of its intellectual property and brand prestige.

Download Financial Ratios Data

Includes 30+ ratios · 22 years · Updated daily

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EVR — Frequently Asked Questions

Quick answers to the most common questions about buying EVR stock.

What is Evercore Inc.'s P/E ratio?

Evercore Inc.'s current P/E ratio is 24.7x. The historical average is 32.7x. This places it at the 41th percentile of its historical range.

What is Evercore Inc.'s EV/EBITDA?

Evercore Inc.'s current EV/EBITDA is 16.3x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 12.0x.

What is Evercore Inc.'s ROE?

Evercore Inc.'s return on equity (ROE) is 27.8%. This is above the typical threshold of 15-20% considered good for most companies. The historical average is 26.5%.

Is EVR stock overvalued?

Based on historical data, Evercore Inc. is trading at a P/E of 24.7x. This is at the 41th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is Evercore Inc.'s dividend yield?

Evercore Inc.'s current dividend yield is 0.94% with a payout ratio of 24.4%.

What are Evercore Inc.'s profit margins?

Evercore Inc. has 99.4% gross margin and 20.5% operating margin. Operating margin above 20% indicates strong pricing power and cost efficiency.

How much debt does Evercore Inc. have?

Evercore Inc.'s Debt/EBITDA ratio is 1.4x, indicating moderate leverage. A ratio below 2x is generally considered financially healthy.