Loading…
Independent investment bank providing M&A and restructuring advisory, with a smaller wealth-management arm.
Independent investment bank providing M&A and restructuring advisory, with a smaller wealth-management arm.
Fees are mostly paid when deals close, with some retainers, so revenue is lumpy and follows deal completions. Restructuring advisory brings work when markets are weak, which partly offsets slower deal markets. Founded in 1995 by Roger Altman, it grew by hiring senior bankers and by combining with the research firm ISI in 2014.
Moat: narrow (brand, process know-how). Independent, conflict-free advisory model attracts high-profile mandates that lending-tied banks may not win.
Headquarters: New York, New York, US · Founded: 1995 · Employees: 2,570
Size Evercore (EVR) is a United States Financials company (Investment Banks/Brokers) with a market value of $10.9B, the 734th largest of 3,117 United States companies the cockpit tracks. Shares closed at $284.65 on 6 Nov 2026.
Performance Over six months the shares fell 16.6%, against -0.5% for the median peer and -1.1% for the United States market (cap-weighted) — 6th lowest of 21 in its peer set.
Growth Revenue grew 36.8% over the last twelve months (peer median +13.8%); the operating margin is 22.5% (peer median 40.7%).
Valuation It trades at 14.2× forward earnings against a peer median of 11.0× (9th most expensive of 21).
Short interest Short interest is 2.7% of the free float (15 Oct 2026).
Next results Next results expected around 3 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $4.87B | $3.88B | $3.00B | $2.44B | $2.78B |
| Revenue growth | — | +29% | +23% | -12% | — |
| Gross profit | $4.81B | $3.84B | $2.96B | $2.36B | $2.70B |
| EBITDA | $1.15B | $857M | $576M | $445M | $785M |
| Net income | $761M | $592M | $378M | $255M | $477M |
| Free cash flow | n/a | $1.16B | $927M | $426M | $510M |
| Capital expenditure | n/a | $74.0M | $30.1M | $20.0M | $23.2M |
| Total debt | $540M | $1.16B | $923M | $844M | $688M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Evercore EVR | $10.9B | -17% | +37% | 22% | 14.2× | n/a |
| Lazard LAZ | $3.74B | -20% | +9% | 11% | 16.7× | n/a |
| Houlihan Lokey HLI | $10.1B | -5% | 0% | 20% | 18.0× | n/a |
| PJT Partners PJT | $3.80B | -4% | +10% | 21% | 18.0× | n/a |
| Moelis & MC | $4.62B | -13% | +14% | 18% | 16.9× | n/a |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | EVR | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +6.7% | +1.7% | 5th highest of 21 |
| 6-month return | -16.6% | -0.5% | 6th lowest of 21 |
| Distance from 52-week high | -26.8% | -20.0% | 9th lowest of 21 |
| Revenue growth (TTM) | +36.8% | +13.8% | 4th highest of 21 |
| Operating margin | 22.5% | 40.7% | 3rd lowest of 21 |
| Forward P/E | 14.2× | 11.0× | 9th most expensive of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Evercore EVR | United States | $10.9B | -17% | +37% | 22% | 14.2× | n/a | n/a |
| Jefferies Financial JEF | United States | $10.9B | -11% | +26% | 41% | 11.3× | n/a | n/a |
| Freedom FRHC | United States | $11.4B | +28% | +8% | 29% | 39.7× | n/a | n/a |
| Houlihan Lokey HLI | United States | $10.1B | -5% | 0% | 20% | 18.0× | n/a | n/a |
| Orient Securities 3958.HK | Hong Kong | $10.1B | -13% | +21% | 40% | 5.9× | n/a | n/a |
| TMX X.TO | Canada | $12.1B | +10% | +4% | 28% | 22.8× | n/a | n/a |
| Multi Commodity Exchange of India MCX.NS | India | $9.51B | +16% | +122% | 79% | 50.8× | n/a | n/a |
| ASX ASX.AX | Australia | $9.02B | +15% | +3% | 65% | 24.2× | n/a | n/a |
| Japan Exchange 8697.T | Japan | $13.4B | +11% | +40% | 61% | 19.7× | n/a | n/a |
| Futu Holdings Ltd. Sponsored ADR FUTU | United States | $13.7B | -32% | +44% | 69% | 6.8× | n/a | n/a |
| Nordnet SAVE.ST | Sweden | $8.70B | +13% | +11% | 58% | 23.7× | n/a | n/a |
| Everbright Securities 601788.SS | China | $8.70B | -9% | -4% | 36% | 14.6× | n/a | n/a |
| Daiwa Securities 8601.T | Japan | $14.0B | +11% | +18% | 17% | 10.8× | n/a | n/a |
| Founder Securities 601901.SS | China | $8.52B | -4% | -21% | 47% | 11.7× | n/a | n/a |
| Virtu Financial VIRT | United States | $8.37B | +5% | +28% | 38% | 7.8× | n/a | n/a |
| XP Inc. Class A XP | United States | $7.83B | -21% | +17% | 32% | 6.7× | n/a | n/a |
| Shenwan Hongyuan 6806.HK | Hong Kong | $15.4B | -26% | -22% | 31% | 4.5× | n/a | n/a |
| China Galaxy Securities 6881.HK | Hong Kong | $15.7B | -20% | +17% | 55% | 4.6× | n/a | n/a |
| Meritz Financial 138040.KS | South Korea | $15.7B | +18% | +31% | 49% | 8.6× | n/a | n/a |
| Mirae Asset Sec 006800.KS | South Korea | $7.57B | -66% | +5% | 114% | 4.0× | n/a | n/a |
| Investec INVP.L | United Kingdom | $7.34B | +3% | -4% | 37% | 7.1× | n/a | n/a |