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Evercore Inc.

TickerEVRVenueUSSectorFinancial ServicesPrimary listingBeta1.48
$248.0-2.41%
FinScore62

Evercore Inc. is a United States-based company in the Financial Services sector with a market capitalisation of $9.5B. Its FinScore is 62/100; its highest-scoring layer is Quality (75) and its lowest is Momentum (12). The shares trade at 12.8x trailing earnings and are down 29% year to date.

Market cap
$9.5B
P/E (TTM)
12.8x
Dividend yield (TTM)
1.40%
ROE
53.0%

Share price performance

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About Evercore Inc.

www.evercore.com

Evercore Inc. functions as an autonomous investment banking advisory firm, maintaining a substantial international presence with operations spanning the United States, Europe, and Latin America. The company is structured into two core business units: Investment Banking and Investment Management. Its Investment Banking division provides extensive strategic guidance, covering mergers and acquisitions, corporate strategic planning, defense advisory, shareholder relations, special committee engagements, and complex transaction structuring. This segment also delivers capital markets expertise, encompassing equity offerings, corporate restructurings, debt solutions, private placements, market risk management and hedging, private capital advisory, and private fund services. Moreover, it supplies institutional investors with research-backed sales and trading services via a comprehensive, content-driven platform. The Investment Management division specializes in offering wealth management solutions to high-net-worth individuals, foundations, and endowments, in addition to overseeing financial assets for institutional clients. Established in 1995, Evercore Inc. has its headquarters in New York, New York. The firm was formerly known as Evercore Partners Inc. until it rebranded to Evercore Inc. in August 2017.

Profile
Sector
Financial Services
Industry
Financial - Capital Markets
HQ
United States
Fiscal year-end
December
Trading currency
USD
Reporting currency
USD
Fundamentals updated
82 days ago
Market
Market cap
$9.5B
Shares outstanding
38.5M
P/E (TTM)
12.8x
Dividend yield (TTM)
1.40%
Beta (issuer)
1.51
Revenue (latest FY)
$3.9B

Revenue breakdown

FY 2025$3.9B
  • Investment Banking and Equities
    97.7%$3.8B
  • Investment Management
    2.3%$88.2M

FinScore

As of 2026-10-20
Overall62
Quality75
Growth75
Value39
Momentum12
Relative Strength81

Snapshot

Ownership

As of 2026-06-30
Institutional
92.6%
Insider
2.0%
Free float
94.7%
Top-5 institutional holders
27.4%
Shares outstanding
38.5M
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