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Evercore Inc., together with its subsidiaries, operates as an independent investment banking firm in the Americas, Europe, Middle East, Africa, and Asia-Pacific. The company operates through two segments, Investment Banking & Equities, and Investment Management. The Investment Banking & Equities segment offers strategic advisory services, such as mergers, and acquisitions, strategic, defense, and shareholder advisory, special committee assignments, and real estate strategic advisory; private capital advisory and fundraising, market risk management and hedging, private capital markets and debt advisory, liability management and restructuring, and equity capital markets execution and advisory services; and research, sales, and trading professionals services on a content-led platform to its institutional investor clients. The Investment Management segment provides wealth management services to high-net-worth individuals, foundations, and endowments. The company was formerly known as Evercore Partners Inc. and changed its name to Evercore Inc. in August 2017. Evercore Inc. was founded in 1995 and is headquartered in New York, New York.
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Evercore Partners is a global independent investment bank and asset manager offering M&A and restructuring advisory, capital markets, and wealth and investment management services to corporations, institutions and high‑net‑worth clients. Long-term growth may be supported by sustained global M&A activity, expansion of fee‑based wealth and asset management, and the firm's senior‑banker franchise that appears positioned to sustain high margins and cash flows.
Principal risks include strong cyclicality in deal and capital markets activity, competition for senior staff that can pressure fees, and regulatory or legal outcomes that could materially affect revenue and profitability.
Note: The summary and risk score provided above is created by AI and should not be construed as a recommendation of Kalkine.
| Breakdown | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
| Income before tax | 793.81M | 533.14M | 365.79M | 704.04M | 1116.60M |
| Minority interest | -48.78M | -39.46M | -32.80M | -54.90M | -128.46M |
| Net income | 591.92M | 378.28M | 255.48M | 476.52M | 740.12M |
| Selling general administrative | 2500.83M | 1974.04M | 1656.88M | 1697.52M | 1848.76M |
| Selling and marketing expenses | 2609.62M | - | 1741.20M | - | - |
| Gross profit | 3855.82M | 2979.59M | 2425.95M | 958.34M | 1326.23M |
| Reconciled depreciation | 10.54M | -0.39M | 14.13M | 27.71M | 28.10M |
| Ebit | 793.81M | 533.14M | 365.79M | 666.93M | 988.14M |
| Ebitda | 804.35M | 532.76M | 368.18M | 694.65M | 1016.24M |
| Depreciation and amortization | 10.54M | -0.39M | 2.39M | 27.71M | 28.10M |
| Non operating income net other | - | - | - | 8.00M | 14.16M |
| Operating income | 793.81M | 533.14M | 365.79M | 666.93M | 988.14M |
| Other operating expenses | 3086.27M | 2463.22M | 2076.88M | 1976.48M | -2301.36M |
| Interest expense | 24.26M | 16.77M | 16.72M | 16.85M | 17.59M |
| Tax provision | 153.11M | 115.41M | 111.44M | 172.63M | 248.03M |
| Interest income | 3.87M | 6.23M | 6.66M | 8.00M | 18.54M |
| Net interest income | -24.26M | -16.77M | -16.69M | -16.85M | -17.59M |
| Non recurring | - | - | - | -3.13M | -8.56M |
| Income tax expense | 153.11M | 115.41M | 80.57M | 172.63M | 248.03M |
| Total revenue | 3880.08M | 2996.36M | 2442.67M | 2762.05M | 3289.50M |
| Total operating expenses | 3062.01M | 2446.45M | 2060.16M | 172.77M | -2301.36M |
| Cost of revenue | 24.26M | 16.77M | 16.72M | 1803.71M | 1963.27M |
| Total other income expense net | -30.25M | -17.84M | -12.98M | 37.11M | 128.46M |
| Net income from continuing ops | 640.71M | 417.74M | 345.97M | 531.41M | 868.57M |
| Net income applicable to common shares | 591.92M | 378.28M | 255.48M | 476.52M | 740.12M |
| Breakdown | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
| Total assets | 5358.10M | 4173.97M | 3703.30M | 3620.92M | 3802.66M |
| Intangible assets | 30.09M | - | - | 0.00M | 0.34M |
| Other current assets | 74.58M | 140.41M | 1556.13M | 225.48M | 83.74M |
| Total liab | 3038.23M | 2232.16M | 1920.81M | 1894.51M | 2167.38M |
| Total stockholder equity | 2031.58M | 1707.64M | 1576.93M | 1536.81M | 1320.37M |
| Deferred long term liab | - | - | - | 11.44M | 9.42M |
| Other current liab | 197.53M | 48.49M | 45.84M | -66.78M | -78.95M |
| Common stock | 0.88M | 0.85M | 0.82M | 0.80M | 0.75M |
| Capital stock | 0.88M | 0.85M | 0.82M | 0.80M | 0.75M |
| Retained earnings | 2581.82M | 2133.92M | 1892.66M | 1768.10M | 1418.38M |
| Other liab | - | - | - | 174.12M | 196.52M |
| Good will | 230.78M | 124.45M | 125.49M | 123.28M | 128.25M |
| Other assets | 546.96M | -33.57M | 2008.34M | 570.60M | 447.15M |
| Cash | 1466.44M | 939.71M | 651.73M | 786.29M | 719.53M |
| Cash and equivalents | 1426.02M | 873.04M | 596.88M | 663.40M | 578.32M |
| Total current liabilities | 348.74M | 175.52M | 113.51M | 66.78M | 78.95M |
| Current deferred revenue | - | - | 3.52M | - | - |
| Net debt | -311.36M | -16.39M | 192.66M | -98.47M | 1.50M |
| Short term debt | 106.65M | 93.20M | 36.26M | 37.97M | 47.32M |
| Short long term debt | 47.98M | 37.95M | 0.00M | - | 0.00M |
| Short long term debt total | 1155.08M | 923.32M | 844.39M | 687.82M | 721.04M |
| Other stockholder equity | -537.99M | -391.07M | -290.00M | -204.14M | -86.67M |
| Property plant equipment | 647.22M | 584.21M | 516.07M | 143.27M | 148.59M |
| Total current assets | 2022.25M | 1361.21M | 1023.34M | 1193.34M | 1096.41M |
| Long term investments | 1557.12M | 1471.39M | 1425.45M | 43.05M | 75.18M |
| Net tangible assets | - | - | - | 1413.53M | 1093.00M |
| Short term investments | 1580.64M | 1519.38M | 1436.88M | 1432.72M | 1784.64M |
| Net receivables | 555.81M | 421.50M | 371.61M | 407.05M | 376.88M |
| Long term debt | 540.24M | 335.94M | 373.88M | 371.77M | 376.24M |
| Inventory | - | - | 2233.61M | -225.48M | -83.74M |
| Accounts payable | 44.56M | 29.04M | 25.99M | 28.81M | 31.63M |
| Noncontrolling interest in consolidated entity | - | - | - | 189.61M | 314.91M |
| Accumulated other comprehensive income | -13.13M | -36.06M | -26.54M | -27.94M | -12.09M |
| Common stock total equity | - | - | - | 0.80M | 0.75M |
| Retained earnings total equity | - | - | - | 1768.10M | 1418.38M |
| Treasury stock | - | - | - | -3065.92M | -2545.45M |
| Non currrent assets other | 573.28M | 348.20M | 347.14M | -257.17M | -248.08M |
| Non current assets total | 3335.84M | 2812.76M | 2679.96M | 1856.99M | 2259.10M |
| Capital lease obligations | 566.86M | 549.42M | 470.51M | 316.05M | 344.79M |
| Long term debt total | 540.24M | 335.94M | 373.88M | 371.77M | 376.24M |
| Breakdown | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
| Investments | -63.97M | -67.43M | 185.25M | 318.19M | -698.89M |
| Change to liabilities | - | - | - | -400.21M | 9.76M |
| Total cashflows from investing activities | -98.33M | -67.43M | 15.62M | 313.30M | -705.89M |
| Net borrowings | 212.00M | 0.00M | 0.00M | -1.83M | -0.35M |
| Total cash from financing activities | -635.62M | -628.55M | -557.23M | -735.57M | -925.32M |
| Change to operating activities | - | - | - | -503.40M | 1.39M |
| Net income | 591.92M | 417.74M | 255.48M | 531.41M | 868.57M |
| Change in cash | 554.03M | 276.62M | -66.64M | 84.83M | -250.93M |
| Begin period cash flow | 882.11M | 605.48M | 672.12M | 587.29M | 838.22M |
| End period cash flow | 1436.14M | 882.11M | 605.48M | 672.12M | 587.29M |
| Total cash from operating activities | 1256.46M | 988.15M | 457.95M | 531.38M | 1384.90M |
| Depreciation | 10.54M | -0.39M | 2.39M | 28.65M | 28.66M |
| Other cashflows from investing activities | -36.48M | 13.15M | -0.63M | 18.30M | 20.97M |
| Dividends paid | 144.41M | 135.83M | 127.86M | -127.26M | -118.76M |
| Change to inventory | - | - | -114.47M | - | -182.24M |
| Change to account receivables | -124.59M | -62.51M | 7.51M | -46.08M | 16.03M |
| Sale purchase of stock | -661.78M | -450.53M | -391.96M | -550.29M | -729.69M |
| Other cashflows from financing activities | -41.43M | -42.19M | -37.40M | 8.98M | -76.87M |
| Change to netincome | - | - | - | 489.72M | 426.15M |
| Capital expenditures | 74.00M | 30.10M | 20.05M | 23.19M | 27.97M |
| Change receivables | - | - | - | -42.90M | 14.41M |
| Cash flows other operating | - | - | - | -75.30M | 37.36M |
| Cash and cash equivalents changes | - | - | - | 109.11M | -246.31M |
| Change in working capital | -141.85M | -55.67M | -354.99M | -561.72M | 17.55M |
| Stock based compensation | 675.10M | 569.73M | 515.38M | 467.34M | 422.21M |
| Other non cash items | 120.76M | 48.67M | 39.70M | 66.54M | 18.83M |
| Free cash flow | 1182.46M | 958.05M | 437.91M | 508.19M | 1356.93M |
Sector: Financial Services Industry: Capital Markets
|
Stock Name
|
Change
(USD) |
Price
(USD) |
Trailing
PE (x) |
Forward
PE (x) |
Price Sales
TTM (x) |
Price to Book Value (x)
|
Enterprise Value
to Revenue (x) |
Enterprise Value
to EBITDA (x) |
|---|---|---|---|---|---|---|---|---|
| EVR Evercore Partners Inc |
3.28 1.11% |
298.08 | 25.52 | 19.88 | 3.63 | 6.99 | 3.98 | 6.32 |
| GS Goldman Sachs Group Inc |
16.62 1.83% |
926.81 | 17.21 | 16.00 | 4.47 | 2.26 | 11.15 | - |
| SCHW Charles Schwab Corp |
-0.25 0.27% |
92.78 | 19.53 | 13.89 | 7.16 | 4.22 | 8.80 | - |
| MS Morgan Stanley |
2.95 1.57% |
190.51 | 16.50 | 13.76 | 2.80 | 1.65 | - | - |
| IBKR Interactive Brokers Group Inc |
4.90 6.32% |
82.49 | 35.95 | 27.93 | 22.14 | 6.96 | 3.01 | 3.37 |
Evercore Inc., together with its subsidiaries, operates as an independent investment banking firm in the Americas, Europe, Middle East, Africa, and Asia-Pacific. The company operates through two segments, Investment Banking & Equities, and Investment Management. The Investment Banking & Equities segment offers strategic advisory services, such as mergers, and acquisitions, strategic, defense, and shareholder advisory, special committee assignments, and real estate strategic advisory; private capital advisory and fundraising, market risk management and hedging, private capital markets and debt advisory, liability management and restructuring, and equity capital markets execution and advisory services; and research, sales, and trading professionals services on a content-led platform to its institutional investor clients. The Investment Management segment provides wealth management services to high-net-worth individuals, foundations, and endowments. The company was formerly known as Evercore Partners Inc. and changed its name to Evercore Inc. in August 2017. Evercore Inc. was founded in 1995 and is headquartered in New York, New York.
55 East 52nd Street, New York, NY, United States, 10055
(212) 857-3100
2544
| Name | Title | Year Born |
|---|---|---|
| Mr. John S. Weinberg | Chairman & CEO | 1957 |
| Mr. Roger Charles Altman | Founder & Sr. Chairman | 1946 |
| Ms. Celeste Mellet Brown | Sr. MD, Exec. VP & CFO | 1977 |
| Mr. Jason Klurfeld | Sr. MD, Corp. Sec. & Gen. Counsel | 1973 |
| Mr. Edward S. Hyman Jr. | Founder, Vice Chairman and Chairman & Head of Economic Research of Evercore ISI | 1945 |
| Mr. Paul Pensa CPA | Sr. MD, Co-Director of Global Fin., Principal Accounting Officer & Controller | NA |
| Mr. Christopher Sanger | Managing Director | NA |
| Mr. Chris Turek | Sr. MD, Chief Information Officer & Head of Facilities | NA |
| Katy Haber | Head of Investor Relations & ESG | NA |
| Ms. Kristen Youngren | Managing Director of Legal & Compliance | NA |
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