Evercore is a leading independent investment banking advisory firm that generates most of its revenue through merger and acquisition and restructuring advisory services, with much smaller capital raising, equities trading, and investment management businesses. Founded in 1995, it has built a reputation for advising on some of the world's largest and most complex transactions. Evercore operates globally, with a particularly strong presence in the US and Europe, serving corporations, financial sponsors, and government clients. Its business model emphasizes high-touch, conflict-free advice rather than balance sheet lending, allowing it to compete with larger bulge-bracket banks.
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The chart shows the growth of an initial investment of $10,000 in Evercore Inc., comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.
Evercore Inc. (EVR) has returned -10.58% so far this year and 99.73% over the past 12 months. Looking at the last ten years, EVR has achieved an annualized return of 19.29%, outperforming the Benchmark (SPY), which averaged 12.23% per year.
The table below presents the monthly returns of Evercore Inc. (EVR) with color gradation from worst to best to easily spot seasonal factors.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.59% | -13.26% | -0.37% | 0.52% | ||||||||
| 2025 | 4.45% | -14.42% | -17.08% | 3.10% | 12.26% | 17.03% | 12.87% | 9.55% | 7.61% | -11.66% | 9.42% | 8.12% |
| 2024 | 1.21% | 8.00% | 2.88% | -5.76% | 11.52% | 2.17% | 19.68% | -2.13% | 4.04% | 4.46% | 15.12% | -10.62% |
| 2023 | 16.70% | -0.53% | -11.52% | -0.99% | -5.62% | 13.99% | 8.73% | 4.79% | -2.60% | -5.37% | 12.94% | 16.37% |
| 2022 | -8.49% | 2.07% | -11.65% | -5.64% | 8.11% | -18.34% | 7.83% | -4.35% | -11.48% | 26.11% | 9.12% | -5.20% |
| 2021 | -0.87% | 9.26% | 7.57% | 5.23% | 2.57% | -4.41% | -6.97% | 5.19% | -4.55% | 12.62% | -9.72% | -4.45% |
| 2020 | 1.58% | -13.81% | -31.24% | 19.14% | 9.82% | 6.28% | -6.68% | 11.31% | 6.77% | 19.99% | 13.05% | 16.64% |
| 2019 | 27.59% | 3.25% | -2.21% | 5.83% | -20.85% | 14.92% | -4.53% | -7.47% | 1.12% | -8.33% | 3.81% | -3.46% |
| 2018 | 11.35% | -7.50% | -6.19% | 16.38% | 3.42% | -1.13% | 8.03% | -6.52% | -4.24% | -19.27% | 0.27% | -15.01% |
| 2017 | 10.72% | 0.76% | -3.83% | -5.33% | -8.50% | 3.68% | 11.01% | -4.43% | 6.08% | -0.56% | 7.75% | 3.69% |
| 2016 | 0.76% | 0.60% | -14.38% | 15.24% | 1.77% | 0.31% | 5.52% | 24.58% | 1.33% |
The charts below present risk-adjusted performance metrics for Evercore Inc. (EVR) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of EVR compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
The current Evercore Inc. volatility is 2.60%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
| 2025 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Liabilities And Equity (USD) | 5.36B | 3.70B | 3.62B | 3.80B | 3.37B | 2.60B | 2.13B | 1.58B | 1.66B | 1.48B | 1.45B | 1.18B | 1.15B | 1.04B |
| Temporary Equity (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Equity Attributable To Parent (USD) | 2.03B | 1.58B | 1.54B | 1.32B | 1.23B | 869.72M | 758.12M | 543.96M | 527.30M | 504.55M | 551.28M | 502.58M | 428.51M | 407.66M |
| Equity Attributable To Noncontrolling Interest (USD) | 288.29M | 205.56M | 189.61M | 314.91M | 258.43M | 256.53M | 249.82M | 252.40M | 256.03M | 202.66M | 160.95M | 60.58M | 62.24M | 58.16M |
| Equity (USD) | 2.32B | 1.78B | 1.73B | 1.64B | 1.49B | 1.13B | 1.01B | 796.37M | 783.33M | 707.22M | 712.23M | 563.16M | 490.75M | 465.83M |
| Redeemable Noncontrolling Interest (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Noncurrent Liabilities (USD) | 1.25B | 1.01B | 823.97M | 870.24M | 817.58M | 803.71M | 368.04M | 324.47M | 415.59M | 363.91M | 345.23M | 296.66M | 283.84M | 252.60M |
| Current Liabilities (USD) | 1.78B | 910.06M | 1.07B | 1.30B | 1.06B | 668.65M | 749.69M | 464.05M | 463.42M | 408.05M | 385.08M | 284.16M | 320.91M | 302.90M |
| Liabilities (USD) | 3.04B | 1.92B | 1.89B | 2.17B | 1.88B | 1.47B | 1.12B | 788.52M | 879.02M | 771.96M | 730.31M | 580.82M | 604.74M | 555.50M |
| Other Non-current Assets (USD) | 1.28B | 960.14M | 770.92M | 855.37M | 846.75M | 779.09M | 552.60M | 496.51M | 655.69M | 640.72M | 651.53M | 588.36M | 553.30M | 495.39M |
| Intangible Assets (USD) | 30.09M | - | - | 336.00K | 698.00K | 2.30M | 10.38M | 19.58M | 29.37M | 41.01M | 69.54M | 26.73M | 35.40M | 40.91M |
| Fixed Assets (USD) | 190.06M | 137.94M | 143.27M | 148.59M | 148.83M | 126.80M | 81.07M | 68.59M | 51.65M | 47.98M | 42.53M | 27.83M | 29.78M | 21.44M |
| Noncurrent Assets (USD) | 1.50B | 1.10B | 914.19M | 1.00B | 996.28M | 908.19M | 644.05M | 584.68M | 736.71M | 729.71M | 763.60M | 642.92M | 618.47M | 557.73M |
| Current Assets (USD) | 3.86B | 2.61B | 2.71B | 2.80B | 2.37B | 1.69B | 1.48B | 1.00B | 925.63M | 749.46M | 682.96M | 537.86M | 526.75M | 485.86M |
| Assets (USD) | 5.36B | 3.70B | 3.62B | 3.80B | 3.37B | 2.60B | 2.13B | 1.58B | 1.66B | 1.48B | 1.45B | 1.18B | 1.15B | 1.04B |
BofA Securities initiated coverage of Evercore (NYSE:EVR) with a Buy rating and $435 price target, calling it the 'best pure-play among boutique investment banks.' The analyst highlights Evercore's high advisory revenue mix (80% of total), strong M&A expertise, and growth potential from franchise expansion. With M&A activity expected to reach record highs in 2026, the firm is positioned for positive earnings revisions.
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