Evercore (EVR) Invested Capital (2010 - 2026)
Evercore's Invested Capital was $2.72 billion in Q2 2026, up 18.4% from $2.3 billion a year earlier and up 3.4% from the prior quarter.
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Analysis
Evercore (EVR) Invested Capital (2010 - 2026) Analysis & Trends
For FY2025, Invested Capital at Evercore came in at $2.91 billion, up 25.6% from FY2024.
- Invested Capital has now increased for ten consecutive years, with a five-year compound annual growth rate of 9.3% (FY2020 to FY2025).
- In earlier years, Invested Capital was $2.32 billion in FY2024 (+7.4%), $2.16 billion in FY2023 (+2.8%), $2.1 billion in FY2022 (+4.3%) and $2.01 billion in FY2021 (+7.8%).
- Quarterly Invested Capital has moved between $1.89 billion (Q3 2021) and $2.91 billion (Q4 2025) over five years.
- Compared with a year earlier, Invested Capital has increased for 13 straight quarters, with growth averaging 15.0% over the last eight quarters.
- The best year-over-year quarter for Invested Capital over five years was Q4 2025 (growth of 25.6%); the worst was Q1 2023 (a decline of 1.1%).
- Per Business Quant data, EVR's Invested Capital in the three quarters before Q2 2026 was $2.63 billion (Q1 2026), $2.91 billion (Q4 2025) and $2.67 billion (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Cme | 109.93 Bn | 98.03 Bn | - | 29.94 Bn |
| 2 | Intercontinental Exchange | 91.85 Bn | 85.66 Bn | - | 49.47 Bn |
| 3 | Robinhood Markets | 86.83 Bn | 67.92 Bn | - | - |
| 4 | Nasdaq | 57.69 Bn | 55.13 Bn | 1.48 Bn | 20.74 Bn |
| 5 | Interactive Brokers | 37.07 Bn | 30.53 Bn | - | 22.26 Bn |
| 6 | Cboe Global Markets | 34.37 Bn | 26.02 Bn | 731.60 Mn | 7.07 Bn |
| 7 | Tradeweb Markets | 28.54 Bn | 21.25 Bn | - | - |
| 8 | LPL Financial Holdings | 25.11 Bn | 20.43 Bn | - | 13.22 Bn |
| 9 | Circle Internet | 20.23 Bn | 14.11 Bn | 288.85 Mn | 3.51 Bn |
| 10 | Evercore | 9.86 Bn | 332.98 Mn | - | 2.72 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 2.72 Bn |
| Mar 31, 2026 | 2.63 Bn |
| Dec 31, 2025 | 2.91 Bn |
| Sep 30, 2025 | 2.67 Bn |
| Jun 30, 2025 | 2.30 Bn |
| Mar 31, 2025 | 2.13 Bn |
| Dec 31, 2024 | 2.32 Bn |
| Sep 30, 2024 | 2.16 Bn |
| Jun 30, 2024 | 2.10 Bn |
| Mar 31, 2024 | 2.02 Bn |
| Dec 31, 2023 | 2.16 Bn |
| Sep 30, 2023 | 2.03 Bn |
| Jun 30, 2023 | 1.98 Bn |
| Mar 31, 2023 | 1.94 Bn |
| Dec 31, 2022 | 2.10 Bn |
| Sep 30, 2022 | 1.96 Bn |
| Jun 30, 2022 | 1.89 Bn |
| Mar 31, 2022 | 1.96 Bn |
| Dec 31, 2021 | 2.01 Bn |
| Sep 30, 2021 | 1.89 Bn |
API Access
Evercore Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=EVR&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "EVR", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=EVR&period=max&api_key=YOUR_API_KEY");
const data = await res.json();