SequelSEC

Evercore Inc. EVR

Investment Advice · CIK 0001360901 · Fiscal year ends 1231 · Broker-dealer

Revenue
$4.73B
Fiscal year ended 2026-06-30
Net income
$745.05M
Fiscal year ended 2026-06-30
Total assets
$4.70B
Fiscal year ended 2026-06-30

Valuation, from the filing

Public float$10.40BMarket value of stock held by non-affiliates, as stated on the cover page for 2025-06-30
Float / net income17.6×A lower bound on the multiple, because affiliate holdings are excluded.
Float / revenue2.7×A lower bound on the multiple, because affiliate holdings are excluded.
Float / equity4.5×A lower bound on the multiple, because affiliate holdings are excluded.

Every figure here is drawn from the 10-K cover page and the statements behind it, so each one traces to a filing. Public float counts only stock held by non-affiliates, which makes these floors rather than estimates: a high multiple is conclusive, a low one may mean cheap or may mean closely held. The float was measured on 2025-06-30, not today, and each multiple below it uses the figures for the fiscal year ending 2025-12-31 — the year that filing covered.

Valuation over time

17.6× earnings today, against a median of 13.8× across 10 years on record. Above its own history.

Float measuredPublic floatFloat / net income
2025-06-30$10.40B17.6×
2024-06-30$8.00B21.1×
2023-06-30$4.70B18.4×
2022-06-30$3.70B7.8×
2021-06-30$5.60B7.6×
2020-06-30$2.40B6.8×
2019-06-30$3.50B11.8×
2018-06-30$4.30B11.4×
2017-06-30$2.80B22.3×
2016-06-30$1.70B15.8×

Each float is paired with the fiscal year the filing that stated it covers. Only years where the company reported positive net income appear, because a multiple against a loss is not a multiple.

How this compares in its industry

Percentile among the Investment Advice filers on this site, highest value first. A high percentile means a large figure, which is good for a margin and not for leverage — the ranking says where the company sits, not whether that is where it should be.

MeasureReportedPercentile
SBC / revenue17.4%86th
Revenue YoY growth29.5%83th
Current ratio2.16x38th
Effective tax rate19.3%42th
Net margin15.3%49th

Evercore Inc. (EVR) reported revenue of $4.73B and net income of $745.05M for the fiscal year ended 2026-06-30. This page shows 1 annual period of income statement, balance sheet and cash flow figures normalized from Evercore Inc.’s SEC filings, each linked to the filing it came from. It is classified by the SEC under Investment Advice.

Banks, brokers and insurers present a top line that is not comparable with an operating company’s revenue: it is reported net of interest expense, or as premiums earned, depending on the filer. The figures are the filer’s own and are traceable to the filing; the comparison across classes is what does not hold.

Income

Evercore Inc. income by fiscal year, in US dollars, normalized from SEC filings.
Metric2026-06-30
Revenue$4.73B
Cost of revenueUnavailable
Gross profitUnavailable
Operating incomeUnavailable
Net income$745.05M
Research & developmentUnavailable
Weighted-average diluted sharesUnavailable
Pretax income$1.01B
Income tax expense$200.72M
Diluted EPSUnavailable
Selling, general & administrativeUnavailable
General & administrativeUnavailable
Selling & marketingUnavailable

Balance

Evercore Inc. balance by fiscal year, in US dollars, normalized from SEC filings.
Metric2026-06-30
Cash & equivalents$1.26B
Total assets$4.70B
Current assets$3.20B
Total liabilities$2.52B
Current liabilities$1.30B
Total equity incl. NCI$2.18B
Temporary (mezzanine) equityUnavailable
InventoryUnavailable
Accounts receivable$568.47M
Goodwill$227.84M
Long-term debtUnavailable
Accounts payableUnavailable

Cash flow

Evercore Inc. cash flow by fiscal year, in US dollars, normalized from SEC filings.
Metric2026-06-30
Operating cash flow$1.67B
Capital expendituresUnavailable
Investing cash flow-$29.85M
Financing cash flow-$983.92M
Net change in cash$639.95M
Stock-based compensation$761.11M
Common dividends paid$150.04M
Common share repurchasesUnavailable
Depreciation & amortization$45.15M

Derived

Evercore Inc. derived by fiscal year, in US dollars, normalized from SEC filings.
Metric2026-06-30
Free cash flowUnavailable
Gross marginUnavailable
Operating marginUnavailable
FCF marginUnavailable
SBC / revenue16.1%
Current ratio2.47x
Revenue YoY growth45.4%
Net margin15.7%
R&D / revenueUnavailable
CapEx / revenueUnavailable
Long-term debt / equityUnavailable
Effective tax rate19.9%

Amounts are abbreviated; the exact reported value is carried in each cell. — means unavailable, not zero. Open EVR in the interactive workspace to inspect any figure back to its filing.

Source filings

10-Q · Filed 2026-08-05View SEC filing
10-Q · Filed 2026-05-06View SEC filing
10-K · Filed 2026-02-20View SEC filing
10-Q · Filed 2025-11-05View SEC filing
10-Q · Filed 2025-08-07View SEC filing
10-Q · Filed 2025-05-08View SEC filing

Companies in the same industry

Every accounting identity this site checks — the balance sheet, the gross profit bridge and the cash flow statement — reconciles in every period shown.