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EvercoreEVR -0.30%83 Equity-to-Asset is 0.41 as of Mar. 2026, which is 5% above its 10-year median of 0.39. GuruFocus rates EVR with a GF Score™ of 83/100 and a GF Value™ of $376.42 (Modestly Undervalued). The stock has 1 warning sign investors should review. Among 814 Capital Markets companies, Evercore ranks worse than 57.99% on this metric.
Equity to Asset ratio is calculated as total stockholders equity divided by total asset. Evercore's Total Stockholders Equity for the quarter that ended in Mar. 2026 was $1,782 Mil. Evercore's Total Assets for the quarter that ended in Mar. 2026 was $4,314 Mil.
Therefore, Evercore's Equity to Asset Ratio for the quarter that ended in Mar. 2026 was 0.41.
The historical rank and industry rank for Evercore's Equity-to-Asset or its related term are showing as below:
EVR'
s Equity-to-Asset Range Over the Past 10 Years
Min: 0.31 Med: 0.39 Max: 0.5
Current: 0.41
During the past 13 years, the highest Equity to Asset Ratio of Evercore was 0.50. The lowest was 0.31. And the median was 0.39.
EVR's Equity-to-Asset is ranked worse than 57.99% of 814
companies
in the Capital Markets industry
Industry Median: 0.51
vs EVR: 0.41
Equity to Asset ratio can vary greatly across different industries, as they have different capital structure. A company with smaller Equity to Asset ratio (more leveraged) may have higher ROE % because of the leverage.
For banks, the required minimum Equity to Asset ratio by regulation is 5%. Some stronger banks may have Equity to Asset Ratio of more than 10%.
Evercore Equity-to-Asset Related Terms
Evercore Equity-to-Asset Historical Data
* Premium members only.
The historical data trend for Evercore's Equity-to-Asset can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
For the Capital Markets subindustry, Evercore's Equity-to-Asset, along with its competitors' market caps and Equity-to-Asset data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Evercore Equity-to-Asset vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Evercore's Equity-to-Asset distribution charts can be found below:
* The bar in red indicates where Evercore's Equity-to-Asset falls into.
Equity to Asset ratio measures the ratios of the portion of the asset owned by shareholders out of the total asset. It indicates the leverage of the company, and the amount of debt the company uses in its operation.
Equity to Asset ratio is calculated by dividing total stockholders equity by total asset.
Evercore's Equity to Asset Ratio for the fiscal year that ended in Dec. 2025 is calculated as
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Evercore (EVR) has a Equity-to-Asset of 0.41 as of Mar. 2026. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Evercore and its competitors. This is near median its historical median of 0.39. Over the past decade, Evercore's Equity-to-Asset has ranged from 0.31 to 0.50. According to the industry distribution chart, Evercore ranks #472 out of 814 companies in the Capital Markets industry, placing it in the top 58%.
Is Evercore's Equity-to-Asset too high?
Evercore's current Equity-to-Asset of 0.41 is near median its 10-year median of 0.39. Over the past 10 years, this metric has ranged from a low of 0.31 to a high of 0.50. The Capital Markets industry median Equity-to-Asset is 0.51. Evercore's value of 0.41 is 19.6% below this industry median. Based on the distribution chart, Evercore ranks #472 out of 814 companies in the Capital Markets industry, which is below the industry midpoint. Overall, Evercore has a GF Score™ of 83/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Evercore's Equity-to-Asset compare to IREN and JEF?
According to the Capital Markets industry distribution chart, Evercore ranks #472 out of 814 companies for Equity-to-Asset. This places Evercore in the lower half of its industry. The industry median Equity-to-Asset is 0.51. Evercore's value of 0.41 is 19.6% below this benchmark. Historically, Evercore's own Equity-to-Asset has ranged from 0.31 to 0.50 over the past decade. While the company's 10-year median is 0.39 vs. the industry median of 0.51, Evercore has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Equity-to-Asset for a Capital Markets company?
The median Equity-to-Asset among Capital Markets companies is 0.51, based on 814 companies in the industry. Companies in the top quartile (top 25%) have a Equity-to-Asset significantly above this median, while those in the bottom quartile fall well below. However, Equity-to-Asset should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Evercore's current Equity-to-Asset of 0.41 is 19.6% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Equity-to-Asset mean?
A high Equity-to-Asset can signal that a stock is expensive relative to its fundamentals. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Evercore and its competitors. For the Capital Markets industry, the median Equity-to-Asset is 0.51 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Evercore's current Equity-to-Asset is 0.41, which is near median its own 10-year median of 0.39. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Evercore stock overvalued right now?
Based on GuruFocus' analysis, Evercore (EVR) is currently considered Modestly Undervalued. The stock's GF Value™ is $376.42, compared to a current price of $318.78 — trading 15.3% below its estimated fair value. The current Equity-to-Asset is 0.41, which is near median its 10-year median of 0.39 and 19.6% below the Capital Markets industry median of 0.51. Evercore's overall GF Score™ is 83/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Equity-to-Asset calculated?
Equity-to-Asset is calculated from a company's financial statements. For Evercore (EVR), the current Equity-to-Asset is 0.41 as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Evercore (EVR) Overvalued in 2026?
Based on GuruFocus' analysis, Evercore stock appears to be undervalued.
The current stock price of $318.78 is trading 15.3% below its estimated GF Value™ of $376.42.
GuruFocus considers Evercore to be Modestly Undervalued.
Key valuation signals for EVR:
Equity-to-Asset: 0.41 (near median its 10-year median of 0.39)
GF Value™: $376.42 vs. price of $318.78 (15.3% below fair value)
Industry Position: 19.6% below the Capital Markets median (#472 of 814)
No single metric tells the full story. See the EVR stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Evercore is a leading independent investment banking advisory firm that generates most of its revenue through merger and acquisition and restructuring advisory services, with much smaller capital raising, equities trading, and investment management businesses. Founded in 1995, it has built a reputation for advising on some of the world's largest and most complex transactions. Evercore operates globally, with a strong presence in the US and Europe, serving corporations, financial sponsors, and government clients. Its business model emphasizes high-touch, conflict-free advice rather than balance sheet lending, allowing it to compete with larger bulge-bracket banks.
83GF Score
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