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About the company
Evercore Inc. is an independent investment banking advisory company. The Company operates in two segments: Investment Banking & Equities and Investment Management. The Investment Banking & Equities segment includes the investment banking business through which it provides advice to clients on 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 provides liability management and restructuring advice to companies in financial transition, as well as to creditors, shareholders and potential acquirers. The Investment Management segment 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)2.44bn
- Net income in USD255.48m
- Incorporated2005
- Employees2.20k
- 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/
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Peer analysis
Key Information
- 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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bgc Group Inc | 2.03bn | 34.07m | 3.73bn | 3.90k | 106.58 | 4.27 | 31.30 | 1.84 | 0.0709 | 0.0709 | 4.39 | 1.77 | 0.648 | -- | 2.69 | 520,000.30 | 1.24 | 2.10 | 2.04 | 3.97 | 98.39 | 98.74 | 1.91 | 3.69 | -- | 1.79 | 0.5695 | 101.51 | 12.82 | 0.8881 | -30.06 | -15.02 | -4.08 | -43.90 |
| Stepstone Group Inc | 533.44m | 56.07m | 3.96bn | 980.00 | 39.90 | 3.01 | 20.80 | 7.42 | 0.8977 | 0.8977 | 8.24 | 11.89 | 0.153 | -- | 10.57 | 557,991.60 | 4.08 | 11.06 | 16.09 | 40.01 | 92.69 | 69.06 | 26.64 | 34.04 | -- | -- | 0.0691 | 31.87 | -104.52 | -- | -109.49 | -- | 10.39 | -- |
| Lazard Inc | 2.61bn | -79.92m | 4.27bn | 3.29k | -- | 7.80 | -- | 1.63 | -0.9198 | -0.9198 | 28.94 | 4.85 | 0.4979 | -- | 4.96 | 793,403.50 | -1.09 | 5.36 | -1.79 | 9.79 | 92.78 | 93.10 | -2.19 | 11.23 | -- | 548.00 | 0.822 | 68.23 | -8.55 | -1.97 | -122.72 | -- | -10.62 | 2.94 |
| Janus Henderson Group PLC | 2.14bn | 380.80m | 4.91bn | 2.20k | 12.84 | 1.10 | 10.93 | 2.30 | 2.37 | 2.37 | 13.32 | 27.78 | 0.3359 | -- | 26.68 | 972,000.00 | 6.70 | 5.72 | 7.80 | 6.72 | 71.70 | -- | 19.95 | 16.80 | -- | -- | 0.059 | 68.26 | -5.08 | -1.84 | 5.46 | -5.60 | -17.98 | 1.61 |
| Affiliated Managers Group, Inc. | 2.06bn | 672.90m | 5.13bn | 4.00k | 9.74 | 1.46 | 5.31 | 2.50 | 16.24 | 16.24 | 49.73 | 108.07 | 0.2294 | -- | 6.01 | 514,425.00 | 10.10 | 9.34 | 13.18 | 12.55 | -- | -- | 44.03 | 35.39 | -- | -- | 0.3383 | 3.36 | -11.67 | -2.85 | -41.28 | 22.53 | -7.89 | -49.35 |
| Hamilton Lane Inc | 489.97m | 123.58m | 5.92bn | 600.00 | 33.71 | 12.66 | 28.28 | 12.09 | 3.25 | 3.25 | 9.10 | 8.66 | 0.42 | -- | 7.12 | 816,608.30 | 17.30 | 20.81 | 30.41 | 43.52 | -- | -- | 41.19 | 46.98 | -- | -- | 0.2397 | 45.92 | 43.71 | 16.72 | -23.15 | 24.78 | 16.06 | 17.98 |
| Blue Owl Capital Corp | 1.58bn | 793.31m | 6.02bn | -- | 7.60 | 1.00 | -- | 3.81 | 2.03 | 2.03 | 4.06 | 15.45 | 0.1168 | -- | 77.77 | -- | 5.86 | 4.85 | 6.13 | 5.03 | 50.13 | 51.86 | 50.14 | 52.01 | -- | -- | 0.5403 | 97.27 | 31.62 | 32.40 | 70.11 | 31.44 | -- | 2.29 |
| Invesco Ltd | 5.72bn | -333.70m | 6.86bn | 8.49k | -- | 0.6483 | -- | 1.20 | -0.7492 | -0.7492 | 12.55 | 32.48 | 0.1948 | -- | 7.61 | 673,389.10 | -0.5732 | 2.54 | -0.6687 | 3.46 | 68.07 | 68.63 | -2.94 | 13.81 | -- | -- | 0.3511 | 66.75 | -5.50 | 1.47 | -148.79 | -- | 9.90 | -7.93 |
| Voya Financial Inc | 7.35bn | 589.00m | 6.90bn | 9.00k | 12.57 | 1.67 | -- | 0.9392 | 5.42 | 5.42 | 67.55 | 40.77 | 0.0484 | -- | -- | 816,444.40 | 0.4801 | 0.6607 | -- | -- | -- | -- | 9.92 | 16.63 | -- | 4.45 | 0.2574 | 9.59 | 23.91 | 0.4385 | 24.26 | 11.29 | -- | 97.44 |
| Evercore Inc | 2.44bn | 255.48m | 7.17bn | 2.20k | 29.19 | 4.44 | 23.15 | 2.93 | 6.35 | 6.35 | 60.91 | 41.75 | 0.667 | -- | 5.13 | 1,112,832.00 | 7.79 | 15.03 | 11.53 | 24.20 | 98.81 | 98.80 | 11.68 | 19.09 | -- | -- | 0.1734 | 27.88 | -12.10 | 3.24 | -46.39 | -7.52 | -9.66 | 9.57 |
| Stifel Financial Corp | 5.16bn | 485.26m | 7.70bn | 9.00k | 17.50 | 1.64 | 13.58 | 1.49 | 4.28 | 4.28 | 45.48 | 52.37 | 0.1377 | -- | 4.69 | 573,253.30 | 1.39 | 1.93 | 8.06 | 10.33 | 98.87 | 98.74 | 10.13 | 13.55 | -- | 1.87 | 0.8475 | 17.95 | 12.33 | 10.06 | -22.34 | 4.92 | -13.64 | 35.10 |
| Marketaxess Holdings Inc | 752.55m | 258.06m | 7.70bn | 881.00 | 29.65 | 5.95 | 23.43 | 10.23 | 6.85 | 6.85 | 19.99 | 34.12 | 0.4155 | -- | 1.13 | 854,196.40 | 14.25 | 18.74 | 21.66 | 26.37 | 91.65 | 93.50 | 34.29 | 37.70 | -- | -- | 0.00 | 38.00 | 4.75 | 11.55 | 3.13 | 8.39 | 1.96 | 11.38 |
| Houlihan Lokey Inc | 1.84bn | 258.88m | 8.46bn | 2.61k | 31.58 | 4.78 | 29.62 | 4.60 | 3.88 | 3.88 | 27.54 | 25.59 | 0.6531 | -- | 5.96 | 704,488.50 | 9.20 | 12.72 | 15.18 | 21.62 | -- | -- | 14.08 | 17.19 | -- | 3,692.51 | 0.00 | 37.19 | -20.29 | 13.44 | -41.93 | 9.49 | 45.73 | 21.52 |
| SEI Investments Co | 1.92bn | 462.26m | 8.67bn | 5.06k | 19.09 | 4.06 | 16.17 | 4.52 | 3.46 | 3.46 | 14.36 | 16.25 | 0.783 | -- | 3.71 | 379,330.80 | 18.85 | 21.51 | 22.26 | 25.29 | 84.26 | 84.44 | 24.08 | 26.54 | -- | -- | 0.00 | 22.42 | -3.58 | 3.40 | -2.78 | -1.74 | -4.32 | 7.47 |
| Jefferies Financial Group Inc | 8.25bn | 284.70m | 8.80bn | 7.56k | 32.49 | 0.90 | 22.31 | 1.07 | 1.28 | 1.25 | 35.93 | 46.13 | 0.146 | -- | 2.04 | 1,090,418.00 | 0.5264 | 1.67 | 0.9042 | 3.25 | 57.38 | 71.16 | 3.61 | 12.47 | -- | -- | 0.7325 | 26.28 | 4.49 | 9.39 | -66.29 | -2.06 | -67.64 | 29.86 |
Data as of Apr 19 2024. Currency figures normalised to Evercore Inc's reporting currency: US Dollar USD
38.57%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| The Vanguard Group, Inc.as of 31 Dec 2023 | 3.64m | 9.42% |
| BlackRock Fund Advisorsas of 31 Dec 2023 | 2.89m | 7.48% |
| Boston Partners Global Investors, Inc.as of 31 Dec 2023 | 1.66m | 4.29% |
| Millennium Management LLCas of 31 Dec 2023 | 1.33m | 3.43% |
| Massachusetts Financial Services Co.as of 31 Dec 2023 | 1.06m | 2.74% |
| SSgA Funds Management, Inc.as of 31 Dec 2023 | 1.06m | 2.73% |
| JPMorgan Investment Management, Inc.as of 31 Dec 2023 | 1.04m | 2.70% |
| Dimensional Fund Advisors LPas of 31 Dec 2023 | 858.84k | 2.22% |
| Fuller & Thaler Asset Management, Inc.as of 31 Dec 2023 | 718.68k | 1.86% |
| PRIMECAP Management Co.as of 31 Dec 2023 | 656.88k | 1.70% |
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Data from 31 Dec 2023 - 31 Dec 2023Source: FactSet Research Systems Inc.
