EVR (Evercore) Return-on-Tangible-Equity: 73.04% (As of Mar. 2026) — 103% Above Median


EVR Evercore Inc EVR
84 GF Score
Price $341.44
GF Value $369.06
Valuation Fairly Valued
! 2 Warning Signs
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What is Evercore Return-on-Tangible-Equity?

Evercore EVR +2.01% 84 Return-on-Tangible-Equity is 73.04% as of Mar. 2026, which is 103% above its 10-year median of 35.94. GuruFocus rates EVR with a GF Score™ of 84/100 and a GF Value™ of $369.06 (Fairly Valued). The stock has 2 warning signs investors should review. Among 783 Capital Markets companies, Evercore ranks better than 91.83% on this metric.

Return-on-Tangible-Equity is calculated as Net Income divided by its average total shareholder tangible equity. Total shareholder tangible equity equals to Total Stockholders Equity minus Intangible Assets. Evercore's annualized net income for the quarter that ended in Mar. 2026 was $1,205 Mil. Evercore's average shareholder tangible equity for the quarter that ended in Mar. 2026 was $1,650 Mil. Therefore, Evercore's annualized Return-on-Tangible-Equity for the quarter that ended in Mar. 2026 was 73.04%.

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

EVR' s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: 17.83   Med: 35.94   Max: 74.96
Current: 47.36

During the past 13 years, Evercore's highest Return-on-Tangible-Equity was 74.96%. The lowest was 17.83%. And the median was 35.94%.

EVR's Return-on-Tangible-Equity is ranked better than
91.83% of 783 companies
in the Capital Markets industry
Industry Median: 6.45 vs EVR: 47.36

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

Return-on-Tangible-Equity measures the rate of return on the ownership interest (shareholder's tangible equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' tangible equity (shareholders equity minus intangibles). Return-on-Tangible-Equity shows how well a company uses investment funds to generate earnings growth. Return-on-Tangible-Equitys between 15% and 20% are considered desirable.


Be Aware

Net Income is used.

Because a company can increase its Return-on-Tangible-Equity by having more financial leverage, it is important to watch the leverage ratio when investing in high Return-on-Tangible-Equity companies. Like Return-on-Tangible-Asset, Return-on-Tangible-Equity is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their Return-on-Tangible-Equitys can be extremely high.


Evercore Return-on-Tangible-Equity Related Terms


Evercore Return-on-Tangible-Equity Historical Data

* Premium members only.

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

Evercore Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Return-on-Tangible-Equity
Get a 7-Day Free Trial Premium Member Only Premium Member Only 64.56 36.58 17.83 24.93 35.30

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-Equity 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 39.46 26.75 36.07 47.27 73.04

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

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

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

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


EVR
84GF Score
Evercore Inc EVR
Return-on-Tangible-Equity is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Evercore Return-on-Tangible-Equity Calculation

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

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(A: Dec. 2025 )  (A: Dec. 2024 )(A: Dec. 2025 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets )/ count )
(A: Dec. 2025 )  (A: Dec. 2024 )(A: Dec. 2025 )
=591.922/( (1583.19+1770.703 )/ 2 )
=591.922/1676.9465
=35.30 %

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

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(Q: Mar. 2026 )  (Q: Dec. 2025 )(Q: Mar. 2026 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets)/ count )
(Q: Mar. 2026 )  (Q: Dec. 2025 )(Q: Mar. 2026 )
=1204.94/( (1770.703+1528.803)/ 2 )
=1204.94/1649.753
=73.04 %

* 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-Equity, the net income of the last fiscal year and the average total shareholder tangible equity 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. Return-on-Tangible-Equity is displayed in the 10-year financial page.

What does a Return-on-Tangible-Equity of 73.04% mean?
Evercore (EVR) has a Return-on-Tangible-Equity of 73.04% as of Mar. 2026. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on Evercore and its competitors. This is 103% above median its historical median of 35.94. Over the past decade, Evercore's Return-on-Tangible-Equity has ranged from 17.83 to 74.96. According to the industry distribution chart, Evercore ranks #64 out of 783 companies in the Capital Markets industry, placing it in the top 8.2%.
Is Evercore's Return-on-Tangible-Equity too high?
Evercore's current Return-on-Tangible-Equity of 73.04% is 103% above median its 10-year median of 35.94. Over the past 10 years, this metric has ranged from a low of 17.83 to a high of 74.96. The Capital Markets industry median Return-on-Tangible-Equity is 6.45. Evercore's value of 73.04% is 1032.4% above this industry median. Based on the distribution chart, Evercore ranks #64 out of 783 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 Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Evercore's Return-on-Tangible-Equity compare to FUTU and WULF?
According to the Capital Markets industry distribution chart, Evercore ranks #64 out of 783 companies for Return-on-Tangible-Equity. This places Evercore in the top 8% of its industry — outperforming the majority of peers. The industry median Return-on-Tangible-Equity is 6.45. Evercore's value of 73.04% is 1032.4% above this benchmark. Historically, Evercore's own Return-on-Tangible-Equity has ranged from 17.83 to 74.96 over the past decade. While the company's 10-year median is 35.94 vs. the industry median of 6.45, 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-Equity for a Capital Markets company?
The median Return-on-Tangible-Equity among Capital Markets companies is 6.45, based on 783 companies in the industry. Companies in the top quartile (top 25%) have a Return-on-Tangible-Equity significantly above this median, while those in the bottom quartile fall well below. However, Return-on-Tangible-Equity should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Evercore's current Return-on-Tangible-Equity of 73.04% is 1032.4% 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-Equity mean?
A high Return-on-Tangible-Equity can signal that a stock is expensive relative to its fundamentals. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on Evercore and its competitors. For the Capital Markets industry, the median Return-on-Tangible-Equity is 6.45 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Evercore's current Return-on-Tangible-Equity is 73.04%, which is 103% above median its own 10-year median of 35.94. 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 $369.06, compared to a current price of $341.44 — trading 7.5% below its estimated fair value. The current Return-on-Tangible-Equity is 73.04%, which is 103% above median its 10-year median of 35.94 and 1032.4% above the Capital Markets industry median of 6.45. Evercore's overall GF Score™ is 84/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Return-on-Tangible-Equity calculated?
Return-on-Tangible-Equity is calculated from a company's financial statements. For Evercore (EVR), the current Return-on-Tangible-Equity is 73.04% 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 $341.44 is trading 7.5% below its estimated GF Value™ of $369.06. GuruFocus considers Evercore to be Fairly Valued.

Key valuation signals for EVR:

  • Return-on-Tangible-Equity: 73.04% (103% above median its 10-year median of 35.94)
  • GF Value™: $369.06 vs. price of $341.44 (7.5% below fair value)
  • GF Score™: 84/100 with 2 warning signs
  • Industry Position: 1032.4% above the Capital Markets median (#64 of 783)

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

$341.44
Price
$369.06
GF Value