Evercore (EVR)
Financials · Independent investment banking
An independent investment banking powerhouse advising on the world's largest M&A deals without the conflicts of integrated banks.
What Evercore does
Evercore is the leading independent investment banking firm globally, focused on advisory and underwriting services rather than commercial banking or proprietary trading. The company operates through two business segments: Investment Banking & Equities (which generated 98% of 2025 revenues) and Investment Management. The Investment Banking & Equities segment provides strategic advisory, capital markets advisory, restructuring, and equities services to public companies, private companies, and financial sponsors across diverse industry sectors globally.
Themes: ["M&A advisory"]
Fundamentals
- Price$339.75 as of 2026-07-09 close
- Market cap$13.4B as of 2026-07-10
- 1-year return+16.0% as of 2026-07-09 close
- P/E17.99 as of 2026-07-10
- Net margin+16.3% as of 2026-07-10
- Gross margin+99.1% as of 2026-07-10
- ROE+41.0% as of 2026-07-10
- Debt / equity0.30 as of 2026-07-10
- Revenue growth (YoY)+47.3% as of 2026-07-10
- Revenue CAGR (3y)+11.8% SEC XBRL
- Beta1.52 as of 2026-07-10
Dividend: yield +1.1%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Revenues are highly dependent on capital markets activity and M&A transaction volumes, which are volatile and cyclical"]
Competitors & peers
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.