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About the company
Evercore Inc. is an independent investment banking advisory company. The Company operates in two segments: Investment Banking & Equities and Investment Management. The Investment Banking & Equities segment includes the investment banking business through which it provides advice to clients on mergers, acquisitions, divestitures, shareholder activism and other strategic corporate transactions with a particular focus on advising multinational corporations and private equity firms on large, complex transactions. It provides liability management and restructuring advice to companies in financial transition, as well as to creditors, shareholders and potential acquirers. The Investment Management segment includes the wealth management business, through which it provides investment advisory, wealth management and fiduciary services for high-net-worth individuals and associated entities, and the private equity business, which holds interests in private equity funds, not managed by the Company.
- Revenue in USD (TTM)2.64bn
- Net income in USD294.35m
- Incorporated2005
- Employees2.20k
- LocationEvercore Inc55 E 52nd St Fl 38NEW YORK 10055-0002United StatesUSA
- Phone+1 (212) 857-3100
- Fax+1 (212) 857-3101
- Websitehttps://www.evercore.com/
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Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Blackstone Secured Lending Fund | 1.22bn | 708.24m | 6.06bn | 0.00 | 7.81 | 1.11 | -- | 4.97 | 3.86 | 3.86 | 6.65 | 27.19 | 0.1143 | -- | 23.90 | -- | 6.64 | 5.21 | 6.81 | 5.35 | 57.52 | 59.58 | 58.09 | 57.09 | -- | -- | 0.530 | 54.79 | 34.49 | 224.58 | 51.26 | -- | -- | -- |
| Stepstone Group Inc | 727.42m | 50.15m | 6.56bn | 1.01k | 71.27 | 10.30 | 30.73 | 9.01 | 0.7805 | 0.7805 | 10.93 | 5.40 | 0.1975 | -- | 13.93 | 734,771.70 | 4.52 | 9.01 | 22.79 | 37.85 | 93.20 | 73.20 | 22.88 | 32.57 | -- | -- | 0.0815 | 48.74 | 1,257.02 | 22.56 | 415.75 | -- | 45.16 | -- |
| Invesco Ltd | 5.81bn | -337.20m | 7.54bn | 8.54k | -- | 0.7128 | -- | 1.30 | -0.7515 | -0.7515 | 12.82 | 32.41 | 0.2054 | -- | 8.42 | 684,886.30 | -0.3119 | 2.54 | -0.3551 | 3.46 | 67.20 | 68.63 | -1.52 | 13.81 | -- | -- | 0.3242 | 66.75 | -5.50 | 1.47 | -148.79 | -- | 9.90 | -7.93 |
| Voya Financial Inc | 7.73bn | 801.00m | 7.55bn | 9.00k | 10.11 | 1.88 | -- | 0.9771 | 7.59 | 7.59 | 73.15 | 40.82 | 0.0489 | -- | -- | 858,444.40 | 0.5622 | 0.6607 | -- | -- | -- | -- | 11.49 | 16.63 | -- | 4.65 | 0.2637 | 9.59 | 23.91 | 0.4385 | 24.26 | 11.29 | -- | 97.44 |
| Hamilton Lane Inc | 625.54m | 168.82m | 8.60bn | 700.00 | 36.35 | 15.18 | 31.66 | 13.74 | 4.36 | 4.36 | 11.60 | 10.45 | 0.4864 | -- | 5.46 | 893,622.90 | 20.45 | 19.69 | 35.53 | 39.34 | -- | -- | 42.04 | 46.33 | -- | -- | 0.2097 | 45.61 | 4.74 | 17.04 | 24.73 | 33.22 | 15.59 | 15.93 |
| SEI Investments Co | 1.99bn | 506.91m | 8.84bn | 5.06k | 17.79 | 3.93 | 15.18 | 4.43 | 3.82 | 3.82 | 15.03 | 17.31 | 0.8213 | -- | 3.40 | 393,841.30 | 20.89 | 21.51 | 23.32 | 25.29 | 85.10 | 84.44 | 25.43 | 26.54 | -- | -- | 0.00 | 22.42 | -3.58 | 3.40 | -2.78 | -1.74 | -4.32 | 7.47 |
| Stifel Financial Corp | 5.54bn | 522.23m | 9.22bn | 9.00k | 19.09 | 1.96 | 15.12 | 1.67 | 4.71 | 4.71 | 49.81 | 52.66 | 0.1475 | -- | 5.24 | 615,403.60 | 1.49 | 1.93 | 8.55 | 10.33 | 98.92 | 98.74 | 10.10 | 13.55 | -- | 1.79 | 0.8455 | 17.95 | 12.33 | 10.06 | -22.34 | 4.92 | -13.64 | 35.10 |
| Evercore Inc | 2.64bn | 294.35m | 9.45bn | 2.20k | 34.11 | 6.23 | 26.99 | 3.58 | 7.23 | 7.23 | 64.97 | 39.55 | 0.8296 | -- | 6.62 | 1,203,266.00 | 10.23 | 15.03 | 13.37 | 24.20 | 98.88 | 98.80 | 12.33 | 19.09 | -- | -- | 0.1779 | 27.88 | -12.10 | 3.24 | -46.39 | -7.52 | -9.66 | 9.57 |
| Franklin Resources Inc | 8.25bn | 810.20m | 10.66bn | 10.30k | 12.73 | 0.8271 | 7.26 | 1.29 | 1.60 | 1.60 | 16.20 | 24.65 | 0.26 | -- | 5.67 | 897,054.40 | 3.19 | 5.89 | 3.90 | 7.46 | -- | -- | 12.26 | 18.23 | -- | -- | 0.4596 | 55.74 | -5.15 | 4.82 | -31.73 | -13.20 | 6.92 | 5.98 |
| Houlihan Lokey Inc | 2.01bn | 307.85m | 10.76bn | 2.60k | 34.36 | 5.88 | 31.77 | 5.35 | 4.50 | 4.50 | 29.46 | 26.32 | 0.7123 | -- | 6.81 | 773,619.40 | 10.90 | 11.99 | 17.37 | 20.81 | -- | -- | 15.30 | 16.93 | -- | 1,944.86 | 0.0079 | 39.57 | 5.80 | 12.04 | 10.26 | 11.81 | 58.24 | 15.29 |
| XP Inc | 3.01bn | 782.90m | 10.76bn | 6.67k | 13.89 | 2.88 | 12.89 | 3.57 | 1.41 | 1.41 | 5.44 | 6.82 | 0.0623 | -- | 24.92 | 451,654.60 | 1.62 | 2.36 | 2.14 | 3.31 | -- | -- | 25.98 | 26.59 | -- | 8.89 | 0.793 | 24.90 | 11.33 | 38.10 | 8.93 | 53.24 | 7.50 | -- |
| Jefferies Financial Group Inc | 9.11bn | 417.14m | 12.49bn | 7.56k | 32.97 | 1.31 | 22.67 | 1.37 | 1.84 | 1.82 | 40.11 | 46.57 | 0.156 | -- | 2.21 | 1,203,826.00 | 0.7595 | 1.67 | 1.30 | 3.25 | 58.15 | 71.16 | 4.87 | 12.47 | -- | -- | 0.746 | 26.28 | 4.49 | 9.39 | -66.29 | -2.06 | -67.64 | 29.86 |
| Ares Capital Corporation | 2.82bn | 1.68bn | 12.82bn | 2.80k | 7.13 | 1.04 | 16.63 | 4.55 | 2.85 | 2.85 | 4.73 | 19.63 | 0.1166 | -- | 10.90 | 1,006,429.00 | 6.97 | 5.36 | 7.15 | 5.53 | 50.35 | 52.41 | 59.76 | 51.90 | -- | -- | 0.5124 | 83.53 | 24.71 | 14.35 | 153.67 | 12.15 | -- | 4.51 |
Data as of Sep 19 2024. Currency figures normalised to Evercore Inc's reporting currency: US Dollar USD
38.36%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| The Vanguard Group, Inc.as of 30 Jun 2024 | 3.67m | 9.56% |
| BlackRock Fund Advisorsas of 30 Jun 2024 | 3.09m | 8.07% |
| Boston Partners Global Investors, Inc.as of 30 Jun 2024 | 1.68m | 4.37% |
| SSgA Funds Management, Inc.as of 30 Jun 2024 | 1.09m | 2.84% |
| Massachusetts Financial Services Co.as of 30 Jun 2024 | 1.04m | 2.72% |
| TD Asset Management, Inc.as of 30 Jun 2024 | 924.66k | 2.41% |
| Invesco Advisers, Inc.as of 30 Jun 2024 | 880.19k | 2.30% |
| JPMorgan Investment Management, Inc.as of 30 Jun 2024 | 840.18k | 2.19% |
| Wellington Management Co. LLPas of 30 Jun 2024 | 749.85k | 1.96% |
| Fuller & Thaler Asset Management, Inc.as of 30 Jun 2024 | 745.24k | 1.94% |
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Data from 30 Jun 2024 - 30 Jun 2024Source: FactSet Research Systems Inc.
