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About the company
Evercore Inc. is an investment banking and investment management company. The Company's segment includes Investment Banking & Equities and Investment Management. Investment Banking & Equities includes the investment banking business through which it provides advice to clients on significant mergers, acquisitions, divestitures, shareholder activism, and other strategic corporate transactions, with a particular focus on advising multinational corporations and private equity firms on large, complex transactions. It also provides liability management and restructuring advice to companies in financial transition, as well as to creditors, shareholders, and potential acquirers. Investment Management includes the wealth management business, through which it provides investment advisory, wealth management and fiduciary services for high-net-worth individuals and associated entities, and the private equity business, which holds interests in private equity funds not managed by the Company.
- Revenue in USD (TTM)3.88bn
- Net income in USD591.92m
- Incorporated2005
- Employees2.57k
- LocationEvercore Inc55 E 52nd St Fl 38NEW YORK 10055-0002United StatesUSA
- Phone+1 (212) 857-3100
- Fax+1 (212) 857-3101
- Websitehttps://www.evercore.com/
Mergers & acquisitions
| Acquired company | EVR:NYQ since announced | Transaction value |
|---|---|---|
| Robey Warshaw LLP | -4.47% | 194.98m |
Peer analysis
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Galaxy Digital Inc | 60.41bn | -270.35m | 8.04bn | 520.00 | -- | 4.11 | -- | 0.1331 | -2.26 | -2.26 | 265.00 | 5.00 | 9.69 | -- | 3,550.83 | -- | -3.87 | 1.89 | -8.00 | 3.03 | 1.02 | -- | -0.3995 | 0.2842 | -- | -1.40 | 0.4898 | 12.15 | -- | -- | -207.62 | -- | -- | -- |
| XP Inc | 3.51bn | 985.85m | 9.69bn | 7.44k | 10.12 | 2.15 | 9.28 | 2.76 | 1.84 | 1.84 | 6.55 | 8.66 | 0.0495 | -- | 17.15 | -- | 1.39 | 1.77 | 1.82 | 2.37 | -- | -- | 28.10 | 27.41 | -- | 11.74 | 0.7733 | -- | 8.03 | 17.68 | 14.54 | 20.01 | 10.92 | -- |
| SEI Investments Co | 2.30bn | 715.31m | 9.96bn | 5.00k | 14.46 | 4.07 | 12.53 | 4.33 | 5.63 | 5.63 | 18.08 | 20.03 | 0.773 | -- | 3.47 | 459,752.10 | 24.14 | 21.99 | 29.16 | 26.04 | 85.46 | 85.29 | 31.23 | 27.15 | -- | -- | 0.00 | 21.10 | 8.07 | 6.41 | 23.08 | 9.85 | -7.69 | 6.96 |
| Invesco Ltd | 6.38bn | -726.30m | 10.50bn | 7.50k | -- | 1.08 | -- | 1.65 | -1.62 | -1.62 | 14.06 | 27.55 | 0.2357 | -- | 7.85 | 850,393.40 | -0.6462 | 2.20 | -0.7358 | 2.62 | 66.64 | 67.81 | -2.74 | 10.62 | -- | -- | 0.419 | 112.75 | 5.11 | 0.7423 | -235.00 | -- | -6.02 | 1.62 |
| Houlihan Lokey Inc | 2.65bn | 447.78m | 10.55bn | 2.70k | 23.19 | 4.59 | 21.18 | 3.98 | 6.52 | 6.52 | 38.54 | 32.92 | 0.7146 | -- | 6.52 | 980,124.00 | 12.08 | 11.87 | 19.63 | 20.67 | -- | -- | 16.91 | 17.01 | -- | 4,412.66 | 0.00 | 38.09 | 24.81 | 15.56 | 42.60 | 16.81 | 13.89 | 12.95 |
| Equitable Holdings Inc | 14.14bn | -1.44bn | 11.01bn | 8.00k | -- | -- | -- | 0.7786 | -4.82 | -4.82 | 47.26 | -0.2612 | 0.0461 | -- | 0.8795 | 1,767,125.00 | -0.3379 | 0.4912 | -0.348 | 0.5175 | 46.65 | 59.05 | -7.34 | 8.74 | -- | 0.4792 | 0.9321 | 31.99 | -16.43 | 0.00 | -220.08 | -- | -20.49 | 9.73 |
| Stifel Financial Corp | 6.35bn | 646.50m | 11.32bn | 9.00k | 18.67 | 2.11 | 15.27 | 1.78 | 3.92 | 3.92 | 38.47 | 39.20 | 0.1564 | -- | 4.84 | 705,281.40 | 1.68 | 1.87 | 10.51 | 10.85 | 98.96 | 98.86 | 10.77 | 12.76 | -- | 2.07 | 0.8421 | 24.77 | 6.65 | 10.70 | -6.86 | 6.30 | -3.28 | 32.34 |
| Evercore Inc | 3.88bn | 591.92m | 12.12bn | 2.57k | 20.64 | 5.48 | 18.01 | 3.12 | 14.00 | 14.00 | 92.10 | 52.74 | 0.8141 | -- | 6.54 | 1,509,760.00 | 13.44 | 13.95 | 21.37 | 21.92 | 99.05 | 99.01 | 16.51 | 17.81 | -- | -- | 0.2023 | 26.99 | 29.49 | 11.17 | 56.48 | 11.04 | 6.77 | 7.16 |
| Ares Capital Corporation | 3.05bn | 1.30bn | 13.46bn | 4.25k | 10.10 | 0.9398 | 10.36 | 4.41 | 1.86 | 1.86 | 4.37 | 19.94 | 0.1026 | -- | 5.45 | 718,117.60 | 4.37 | 5.47 | 4.51 | 5.66 | 49.44 | 50.51 | 42.56 | 51.78 | -- | 1,458.00 | 0.5276 | 81.74 | 2.07 | 15.10 | -14.65 | 21.83 | -- | 3.71 |
| Franklin Resources Inc | 8.85bn | 562.70m | 13.66bn | 9.90k | 24.15 | 1.12 | 11.86 | 1.54 | 1.09 | 1.09 | 17.10 | 23.34 | 0.2725 | -- | 6.23 | 902,673.50 | 2.04 | 3.96 | 2.55 | 4.97 | 36.07 | 38.57 | 7.50 | 13.42 | -- | -- | 0.4788 | 66.00 | 3.45 | 9.52 | 9.14 | -9.65 | 8.30 | 3.65 |
| Blue Owl Capital Inc | 2.87bn | 78.83m | 15.37bn | 1.37k | 83.96 | 6.98 | 22.35 | 5.36 | 0.1178 | 0.1178 | 4.34 | 1.42 | 0.2447 | -- | 4.62 | 2,102,695.00 | 2.60 | -2.07 | 4.45 | -4.03 | -- | -- | 10.64 | -9.85 | -- | 3.66 | 0.3545 | -- | 25.04 | 62.95 | -28.06 | -- | 145.16 | -- |
| Holder | Shares | % Held |
|---|---|---|
| The Vanguard Group, Inc.as of 31 Dec 2025 | 3.55m | 9.18% |
| BlackRock Fund Advisorsas of 31 Dec 2025 | 3.17m | 8.20% |
| Wellington Management Co. LLPas of 31 Dec 2025 | 1.41m | 3.64% |
| SSgA Funds Management, Inc.as of 31 Dec 2025 | 1.16m | 3.00% |
| Fidelity Management & Research Co. LLCas of 31 Dec 2025 | 1.12m | 2.89% |
| TD Asset Management, Inc.as of 31 Dec 2025 | 1.08m | 2.79% |
| Invesco Advisers, Inc.as of 31 Dec 2025 | 977.29k | 2.53% |
| Geode Capital Management LLCas of 31 Dec 2025 | 924.90k | 2.39% |
| AQR Capital Management LLCas of 31 Dec 2025 | 857.97k | 2.22% |
| Boston Partners Global Investors, Inc.as of 31 Dec 2025 | 824.36k | 2.13% |
