Evercore (EVR) Equity Ratio (2009 - 2026)
Evercore (EVR) recorded quarterly Equity Ratio of 0.41 in Q1 2026, down 4.6% quarter-over-quarter from 0.43 in Q4 2025, and down 22.86% on a YoY basis from 0.54 in Q1 2025.
Evercore (EVR) Equity Ratio (2009 - 2026) Analysis & Trends
Evercore's Equity Ratio history runs 18 years deep, the most recent figure standing at 0.41 for Q1 2026.
- In Q1 2026, Equity Ratio fell 22.86% year-over-year to 0.41; the TTM figure through Mar 2026 stood at 0.41 (down 22.86% YoY), while the FY2025 annual figure was 0.43, down 6.93% from the prior year.
- Equity Ratio was 0.41 for Q1 2026 at Evercore, down from 0.43 in the prior quarter.
- In the past five years, Equity Ratio ranged from a high of 0.57 in Q1 2023 to a low of 0.41 in Q3 2025.
- Historically, Equity Ratio has averaged 0.5 across 5 years, with a median of 0.5 in 2022.
- The sharpest annual moves came in 2022 and 2026: Equity Ratio rose 10.87% in 2022, then decreased 22.86% in 2026.
- A 5-year view of Equity Ratio shows it stood at 0.48 in 2022, then rose by 0.95% to 0.48 in 2023, then slipped by 3.35% to 0.47 in 2024, then decreased by 6.93% to 0.43 in 2025, then decreased by 4.6% to 0.41 in 2026.
- The last three Equity Ratio figures came in at 0.41 (Q1 2026), 0.43 (Q4 2025), and 0.41 (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Ratio (Qtr) |
|---|---|---|---|---|---|
| 1 | SOL Strategies | 100,773.79 Bn | 100,773.79 Bn | - | - |
| 2 | Morgan Stanley | 331.35 Bn | 197.82 Bn | - | 0.07 |
| 3 | Goldman Sachs | 317.73 Bn | -619.82 Bn | - | 0.06 |
| 4 | Schwab Charles | 153.74 Bn | 108.77 Bn | - | 0.10 |
| 5 | Robinhood Markets | 75.98 Bn | 71.34 Bn | 960.00 Mn | 0.21 |
| 6 | Interactive Brokers | 38.91 Bn | 49.50 Bn | - | 0.03 |
| 7 | LPL Financial Holdings | 22.76 Bn | 21.73 Bn | - | 0.30 |
| 8 | Tradeweb Markets | 20.90 Bn | 19.65 Bn | - | 0.88 |
| 9 | Circle Internet | 20.00 Bn | 18.49 Bn | 35.01 Mn | 0.04 |
| 10 | Evercore | 13.26 Bn | 11.55 Bn | 1.38 Bn | 0.41 |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 0.41 |
| Dec 31, 2025 | 0.43 |
| Sep 30, 2025 | 0.41 |
| Jun 30, 2025 | 0.52 |
| Mar 31, 2025 | 0.54 |
| Dec 31, 2024 | 0.47 |
| Sep 30, 2024 | 0.50 |
| Jun 30, 2024 | 0.52 |
| Mar 31, 2024 | 0.55 |
| Dec 31, 2023 | 0.48 |
| Sep 30, 2023 | 0.51 |
| Jun 30, 2023 | 0.53 |
| Mar 31, 2023 | 0.57 |
| Dec 31, 2022 | 0.48 |
| Sep 30, 2022 | 0.50 |
| Jun 30, 2022 | 0.50 |
| Mar 31, 2022 | 0.54 |
| Dec 31, 2021 | 0.43 |
| Sep 30, 2021 | 0.46 |
| Jun 30, 2021 | 0.48 |