EVR (Evercore) Return-on-Tangible-Asset: 26.31% (As of Mar. 2026) — 108% Above Median


EVR Evercore Inc EVR
84 GF Score
Price $331.04
GF Value $369.59
Valuation Modestly Undervalued
! 3 Warning Signs
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What is Evercore Return-on-Tangible-Asset?

Evercore EVR -4.56% 84 Return-on-Tangible-Asset is 26.31% as of Mar. 2026, which is 108% above its 10-year median of 12.62. GuruFocus rates EVR with a GF Score™ of 84/100 and a GF Value™ of $369.59 (Modestly Undervalued). The stock has 3 warning signs investors should review. Among 815 Capital Markets companies, Evercore ranks better than 91.9% on this metric.

Return-on-Tangible-Asset is calculated as Net Income divided by its average total tangible assets. Total tangible assets equals to Total Assets minus Intangible Assets. Evercore's annualized Net Income for the quarter that ended in Mar. 2026 was $1,205 Mil. Evercore's average total tangible assets for the quarter that ended in Mar. 2026 was $4,579 Mil. Therefore, Evercore's annualized Return-on-Tangible-Asset for the quarter that ended in Mar. 2026 was 26.31%.

The historical rank and industry rank for Evercore's Return-on-Tangible-Asset or its related term are showing as below:

EVR' s Return-on-Tangible-Asset Range Over the Past 10 Years
Min: 7.22   Med: 12.62   Max: 22.09
Current: 18.53

During the past 13 years, Evercore's highest Return-on-Tangible-Asset was 22.09%. The lowest was 7.22%. And the median was 12.62%.

EVR's Return-on-Tangible-Asset is ranked better than
91.9% of 815 companies
in the Capital Markets industry
Industry Median: 1.54 vs EVR: 18.53

Evercore  (NYSE:EVR) Return-on-Tangible-Asset Explanation

Return-on-Tangible-Asset measures the rate of return on the average total tangible assets (total assets minus intangible assets). Tangible means physical in nature. Intangible Assets are assets that are not physical in nature, and typically "derive their value from legal or intellectual rights." Return-on-Tangible-Asset measures a firm's efficiency at generating profits from its tangible assets. It shows how well a company uses what it has to generate earnings. Return-on-Tangible-Assets can vary drastically across industries. Therefore, Return-on-Tangible-Asset should not be used to compare companies in different industries.


Be Aware

Like ROE and ROA, Return-on-Tangible-Asset is calculated with only 12 months data. Fluctuations in the company’s earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective. Return-on-Tangible-Asset can be affected by events such as stock buyback or issuance, and by a company’s tax rate and its interest payment. Return-on-Tangible-Asset may not reflect the true earning power of the assets. A more accurate measurement is ROC % (ROC).

Many analysts argue the higher return the better. Buffett states that really high Return-on-Tangible-Asset may indicate vulnerability in the durability of the competitive advantage.


Evercore Return-on-Tangible-Asset Related Terms


Evercore Return-on-Tangible-Asset Historical Data

* Premium members only.

The historical data trend for Evercore's Return-on-Tangible-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.

Evercore Return-on-Tangible-Asset Chart

Evercore Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Return-on-Tangible-Asset
Get a 7-Day Free Trial Premium Member Only Premium Member Only 21.41 13.29 7.22 9.92 12.94

Evercore Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Return-on-Tangible-Asset 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 16.25 11.60 14.73 17.37 26.31

EVR vs FUTU, WULF, HUT: Return-on-Tangible-Asset Comparison

For the Capital Markets subindustry, Evercore's Return-on-Tangible-Asset, along with its competitors' market caps and Return-on-Tangible-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 Return-on-Tangible-Asset vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Evercore's Return-on-Tangible-Asset distribution charts can be found below:

* The bar in red indicates where Evercore's Return-on-Tangible-Asset falls into.


EVR
84GF Score
Evercore Inc EVR
Return-on-Tangible-Asset is just one metric. See GF Score™, valuation, warning signs, and more.
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Evercore Return-on-Tangible-Asset Calculation

Evercore's annualized Return-on-Tangible-Asset for the fiscal year that ended in Dec. 2025 is calculated as:

Return-on-Tangible-Asset=Net Income/( (Total Tangible Assets+Total Tangible Assets)/ count )
(A: Dec. 2025 )  (A: Dec. 2024 )(A: Dec. 2025 )
=Net Income/( (Total Assets - Intangible Assets+Total Assets - Intangible Assets)/ count )
(A: Dec. 2025 )  (A: Dec. 2024 )(A: Dec. 2025 )
=591.922/( (4049.519+5097.224)/ 2 )
=591.922/4573.3715
=12.94 %

Evercore's annualized Return-on-Tangible-Asset for the quarter that ended in Mar. 2026 is calculated as:

Return-on-Tangible-Asset=Net Income/( (Total Tangible Assets+Total Tangible Assets)/ count )
(Q: Mar. 2026 )  (Q: Dec. 2025 )(Q: Mar. 2026 )
=Net Income/( (Total Assets - Intangible Assets+Total Assets - Intangible Assets)/ count )
(Q: Mar. 2026 )  (Q: Dec. 2025 )(Q: Mar. 2026 )
=1204.94/( (5097.224+4060.99)/ 2 )
=1204.94/4579.107
=26.31 %

* 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.

In the calculation of annual Return-on-Tangible-Asset, the net income of the last fiscal year and the average total tangible assets over the fiscal year are used. In calculating the quarterly data, the Net Income data used here is four times the quarterly (Mar. 2026) net income data.

What does a Return-on-Tangible-Asset of 26.31% mean?
Evercore (EVR) has a Return-on-Tangible-Asset of 26.31% as of Mar. 2026. Return on tangible assets is the ratio of current-period net income to average two-period tangible assets. View historical data on Evercore and its competitors. This is 108% above median its historical median of 12.62. Over the past decade, Evercore's Return-on-Tangible-Asset has ranged from 7.22 to 22.09. According to the industry distribution chart, Evercore ranks #66 out of 815 companies in the Capital Markets industry, placing it in the top 8.1%.
Is Evercore's Return-on-Tangible-Asset too high?
Evercore's current Return-on-Tangible-Asset of 26.31% is 108% above median its 10-year median of 12.62. Over the past 10 years, this metric has ranged from a low of 7.22 to a high of 22.09. The Capital Markets industry median Return-on-Tangible-Asset is 1.54. Evercore's value of 26.31% is 1608.4% above this industry median. Based on the distribution chart, Evercore ranks #66 out of 815 companies in the Capital Markets industry, which is in the top quartile — a strong position relative to peers. Overall, Evercore has a GF Score™ of 84/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Evercore's Return-on-Tangible-Asset compare to FUTU and WULF?
According to the Capital Markets industry distribution chart, Evercore ranks #66 out of 815 companies for Return-on-Tangible-Asset. This places Evercore in the top 8% of its industry — outperforming the majority of peers. The industry median Return-on-Tangible-Asset is 1.54. Evercore's value of 26.31% is 1608.4% above this benchmark. Historically, Evercore's own Return-on-Tangible-Asset has ranged from 7.22 to 22.09 over the past decade. While the company's 10-year median is 12.62 vs. the industry median of 1.54, 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 Return-on-Tangible-Asset for a Capital Markets company?
The median Return-on-Tangible-Asset among Capital Markets companies is 1.54, based on 815 companies in the industry. Companies in the top quartile (top 25%) have a Return-on-Tangible-Asset significantly above this median, while those in the bottom quartile fall well below. However, Return-on-Tangible-Asset should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Evercore's current Return-on-Tangible-Asset of 26.31% is 1608.4% 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 Return-on-Tangible-Asset mean?
A high Return-on-Tangible-Asset can signal that a stock is expensive relative to its fundamentals. Return on tangible assets is the ratio of current-period net income to average two-period tangible assets. View historical data on Evercore and its competitors. For the Capital Markets industry, the median Return-on-Tangible-Asset is 1.54 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Evercore's current Return-on-Tangible-Asset is 26.31%, which is 108% above median its own 10-year median of 12.62. 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 $369.59, compared to a current price of $331.04 — trading 10.4% below its estimated fair value. The current Return-on-Tangible-Asset is 26.31%, which is 108% above median its 10-year median of 12.62 and 1608.4% above the Capital Markets industry median of 1.54. Evercore's overall GF Score™ is 84/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Return-on-Tangible-Asset calculated?
Return-on-Tangible-Asset is calculated from a company's financial statements. For Evercore (EVR), the current Return-on-Tangible-Asset is 26.31% 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 $331.04 is trading 10.4% below its estimated GF Value™ of $369.59. GuruFocus considers Evercore to be Modestly Undervalued.

Key valuation signals for EVR:

  • Return-on-Tangible-Asset: 26.31% (108% above median its 10-year median of 12.62)
  • GF Value™: $369.59 vs. price of $331.04 (10.4% below fair value)
  • GF Score™: 84/100 with 3 warning signs
  • Industry Position: 1608.4% above the Capital Markets median (#66 of 815)

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

Return-on-Tangible-Asset is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$331.04
Price
$369.59
GF Value