EvercoreEVR -3.67%84 ROA % is 24.92% as of Mar. 2026, which is 106% above its 10-year median of 12.09. GuruFocus rates EVR with a GF Score™ of 84/100 and a GF Value™ of $368.69 (Fairly Valued). The stock has 4 warning signs investors should review. Among 816 Capital Markets companies, Evercore ranks better than 94.24% on this metric.
ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Evercore's annualizedNet Income for the quarter that ended in Mar. 2026 was $1,205 Mil.
Evercore's average Total Assets over the quarter that ended in Mar. 2026 was $4,836 Mil. Therefore, Evercore's annualized ROA % for the quarter that ended in Mar. 2026 was 24.92%.
The historical rank and industry rank for Evercore's ROA % or its related term are showing as below:
EVR'
s ROA % Range Over the Past 10 Years
Min: 6.85 Med: 12.09 Max: 20.63
Current: 17.74
During the past 13 years, Evercore's highest ROA % was 20.63%. The lowest was 6.85%. And the median was 12.09%.
EVR's ROA % is ranked better than 94.24% of 816
companies
in the Capital Markets industry
Industry Median: 1.5
vs EVR: 17.74
Evercore (NYSE:EVR) ROA % Explanation
ROA % measures the rate of return on the total assets (shareholder equity plus liabilities). It measures a firm's efficiency at generating profits from shareholders' equity plus its liabilities. ROA % shows how well a company uses what it has to generate earnings. ROA %s can vary drastically across industries. Therefore, ROA % should not be used to compare companies in different industries. For retailers, a ROA % of higher than 5% is expected. For example, Wal-Mart (WMT) has a ROA % of about 8% as of 2012. For banks, ROA % is close to their interest spread. A banks ROA % is typically well under 2%.
Similar to ROE, ROA % is affected by profit margins and asset turnover. This can be seen from the Du Pont Formula:
Note:
The Net Income data used here is four times the quarterly (Mar. 2026) net income data. The Revenue data used here is four times the quarterly (Mar. 2026) revenue data.
* 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.
Be Aware
Like ROE, ROA % 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. ROA % can be affected by events such as stock buyback or issuance, and by goodwill, a company's tax rate and its interest payment. ROA % 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 ROA % may indicate vulnerability in the durability of the competitive advantage.
E.g. Raising $43b to take on KO is impossible, but $1.7b to take on Moody's is. Although Moody's ROA % and underlying economics is far superior to Coca Cola, the durability is far weaker because of lower entry cost.
Evercore ROA % Related Terms
Evercore ROA % Historical Data
* Premium members only.
The historical data trend for Evercore's ROA % 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 ROA %, along with its competitors' market caps and ROA % 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 ROA % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Evercore's ROA % distribution charts can be found below:
* The bar in red indicates where Evercore's ROA % falls into.
* 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 ROA %, the net income of the last fiscal year and the average total 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.
ROA % is displayed in the 30-year financial page.
Evercore (EVR) has a ROA % of 24.92% as of Mar. 2026. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Evercore and its competitors. This is 106% above median its historical median of 12.09. Over the past decade, Evercore's ROA % has ranged from 6.85 to 20.63. According to the industry distribution chart, Evercore ranks #47 out of 816 companies in the Capital Markets industry, placing it in the top 5.8%.
Is Evercore's ROA % too high?
Evercore's current ROA % of 24.92% is 106% above median its 10-year median of 12.09. Over the past 10 years, this metric has ranged from a low of 6.85 to a high of 20.63. The Capital Markets industry median ROA % is 1.50. Evercore's value of 24.92% is 1561.3% above this industry median. Based on the distribution chart, Evercore ranks #47 out of 816 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 ROA % compare to WULF and HUT?
According to the Capital Markets industry distribution chart, Evercore ranks #47 out of 816 companies for ROA %. This places Evercore in the top 6% of its industry — outperforming the majority of peers. The industry median ROA % is 1.50. Evercore's value of 24.92% is 1561.3% above this benchmark. Historically, Evercore's own ROA % has ranged from 6.85 to 20.63 over the past decade. While the company's 10-year median is 12.09 vs. the industry median of 1.50, 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 ROA % for a Capital Markets company?
The median ROA % among Capital Markets companies is 1.50, based on 816 companies in the industry. Companies in the top quartile (top 25%) have a ROA % significantly above this median, while those in the bottom quartile fall well below. However, ROA % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Evercore's current ROA % of 24.92% is 1561.3% 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 ROA % mean?
A high ROA % can signal that a stock is expensive relative to its fundamentals. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Evercore and its competitors. For the Capital Markets industry, the median ROA % is 1.50 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Evercore's current ROA % is 24.92%, which is 106% above median its own 10-year median of 12.09. 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 $368.69, compared to a current price of $353.19 — trading 4.2% below its estimated fair value. The current ROA % is 24.92%, which is 106% above median its 10-year median of 12.09 and 1561.3% above the Capital Markets industry median of 1.50. 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 ROA % calculated?
ROA % is calculated from a company's financial statements. For Evercore (EVR), the current ROA % is 24.92% 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 $368.69.
GuruFocus considers Evercore to be Fairly Valued.
Key valuation signals for EVR:
ROA %: 24.92% (106% above median its 10-year median of 12.09)
GF Value™: $368.69 vs. price of $353.19 (4.2% below fair value)
Industry Position: 1561.3% above the Capital Markets median (#47 of 816)
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.
84GF Score
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