EVR (Evercore) Pretax Margin %: 23.84% (As of Mar. 2026) — Near Median


EVR Evercore Inc EVR
84 GF Score
Price $353.19
GF Value $368.74
Valuation Fairly Valued
! 4 Warning Signs
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What is Evercore Pretax Margin %?

Evercore EVR -3.67% 84 Pretax Margin % is 23.84% as of Mar. 2026, which is 3% above its 10-year median of 23.12. GuruFocus rates EVR with a GF Score™ of 84/100 and a GF Value™ of $368.74 (Fairly Valued). The stock has 4 warning signs investors should review. Among 774 Capital Markets companies, Evercore ranks better than 52.2% on this metric.

Pre-Tax margin is calculated as Pre-Tax Income divided by its Revenue. Evercore's Pre-Tax Income for the three months ended in Mar. 2026 was $332 Mil. Evercore's Revenue for the three months ended in Mar. 2026 was $1,392 Mil. Therefore, Evercore's pretax margin for the quarter that ended in Mar. 2026 was 23.84%.

The historical rank and industry rank for Evercore's Pretax Margin % or its related term are showing as below:

EVR' s Pretax Margin % Range Over the Past 10 Years
Min: 15.08   Med: 23.12   Max: 33.94
Current: 22.26


EVR's Pretax Margin % is ranked better than
52.2% of 774 companies
in the Capital Markets industry
Industry Median: 20.32 vs EVR: 22.26

Evercore  (NYSE:EVR) Pretax Margin % Explanation

The pretax margin, as know as pretax profit margin, is widely used to measure the operating efficiency of a company before deducting taxes.

The pretax margin is sometimes preferred over the net margin as tax expenditures can make profitability comparisons between companies misleading.

It is a useful tool to compare companies operating in the same sector and less effective when comparing companies from other sectors as each industry generally has different operating expenses and sales patterns.

The long term trend of the pretax margin is a good indicator of the competitiveness and health of the business.


Evercore Pretax Margin % Related Terms


Evercore Pretax Margin % Historical Data

* Premium members only.

The historical data trend for Evercore's Pretax Margin % 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.

Evercore Pretax Margin % Chart

Evercore Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Pretax Margin %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 33.94 25.49 15.08 17.89 20.59

Evercore Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Pretax Margin % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 16.13 18.13 20.92 24.32 23.84

EVR vs WULF, HUT, FUTU: Pretax Margin % Comparison

For the Capital Markets subindustry, Evercore's Pretax Margin %, along with its competitors' market caps and Pretax Margin % 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 Pretax Margin % vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Evercore's Pretax Margin % distribution charts can be found below:

* The bar in red indicates where Evercore's Pretax Margin % falls into.


EVR
84GF Score
Evercore Inc EVR
Pretax Margin % is just one metric. See GF Score™, valuation, warning signs, and more.
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Evercore Pretax Margin % Calculation

Pretax margin - also known as pretax profit margin is the ratio of Pretax Income divided by net sales or Revenue, usually presented in percent.

Evercore's Pretax Margin for the fiscal year that ended in Dec. 2025 is calculated as

Pretax Margin=Pre-Tax Income (A: Dec. 2025 )/Revenue (A: Dec. 2025 )
=793.814/3855.82
=20.59 %

Evercore's Pretax Margin for the quarter that ended in Mar. 2026 is calculated as

Pretax Margin=Pre-Tax Income (Q: Mar. 2026 )/Revenue (Q: Mar. 2026 )
=331.777/1391.578
=23.84 %

* 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.

Frequently Asked Questions Learn more about Pretax Margin % →
What does a Pretax Margin % of 23.84% mean?
Evercore (EVR) has a Pretax Margin % of 23.84% as of Mar. 2026. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Evercore and its competitors. This is near median its historical median of 23.12. Over the past decade, Evercore's Pretax Margin % has ranged from 15.08 to 33.94. According to the industry distribution chart, Evercore ranks #370 out of 774 companies in the Capital Markets industry, placing it in the top 47.8%.
Is Evercore's Pretax Margin % too high?
Evercore's current Pretax Margin % of 23.84% is near median its 10-year median of 23.12. Over the past 10 years, this metric has ranged from a low of 15.08 to a high of 33.94. The Capital Markets industry median Pretax Margin % is 20.32. Evercore's value of 23.84% is 17.3% above this industry median. Based on the distribution chart, Evercore ranks #370 out of 774 companies in the Capital Markets industry, which is above the industry midpoint. Overall, Evercore has a GF Score™ of 84/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Evercore's Pretax Margin % compare to WULF and HUT?
According to the Capital Markets industry distribution chart, Evercore ranks #370 out of 774 companies for Pretax Margin %. This puts Evercore in the upper half of its industry. The industry median Pretax Margin % is 20.32. Evercore's value of 23.84% is 17.3% above this benchmark. Historically, Evercore's own Pretax Margin % has ranged from 15.08 to 33.94 over the past decade. While the company's 10-year median is 23.12 vs. the industry median of 20.32, Evercore has consistently been above 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 Pretax Margin % for a Capital Markets company?
The median Pretax Margin % among Capital Markets companies is 20.32, based on 774 companies in the industry. Companies in the top quartile (top 25%) have a Pretax Margin % significantly above this median, while those in the bottom quartile fall well below. However, Pretax Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Evercore's current Pretax Margin % of 23.84% is 17.3% above 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 Pretax Margin % mean?
A high Pretax Margin % can signal that a stock is expensive relative to its fundamentals. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Evercore and its competitors. For the Capital Markets industry, the median Pretax Margin % is 20.32 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Evercore's current Pretax Margin % is 23.84%, which is near median its own 10-year median of 23.12. 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 Fairly Valued. The stock's GF Value™ is $368.74, compared to a current price of $353.19 — trading 4.2% below its estimated fair value. The current Pretax Margin % is 23.84%, which is near median its 10-year median of 23.12 and 17.3% above the Capital Markets industry median of 20.32. Evercore's overall GF Score™ is 84/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Pretax Margin % calculated?
Pretax Margin % is calculated from a company's financial statements. For Evercore (EVR), the current Pretax Margin % is 23.84% 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 $353.19 is trading 4.2% below its estimated GF Value™ of $368.74. GuruFocus considers Evercore to be Fairly Valued.

Key valuation signals for EVR:

  • Pretax Margin %: 23.84% (near median its 10-year median of 23.12)
  • GF Value™: $368.74 vs. price of $353.19 (4.2% below fair value)
  • GF Score™: 84/100 with 4 warning signs
  • Industry Position: 17.3% above the Capital Markets median (#370 of 774)

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 Business Description

Other Exchanges EVR:MexicoQGJ:Germany
Address 55 East 52nd Street, New York, NY, USA, 10055
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.
84GF Score

Get the complete analysis for EVR

Pretax Margin % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$353.19
Price
$368.74
GF Value