Evercore (EVR) Invested Capital (2010 - 2026)
Evercore (EVR) posted Invested Capital of $2.7 billion for Q2 2026, up 3.42% on a QoQ basis from $2.6 billion in Q1 2026, and up 18.41% year-over-year from $2.3 billion in Q2 2025.
Analysis
Evercore (EVR) Invested Capital (2010 - 2026) Analysis & Trends
Evercore has reported Invested Capital for 17 years, with the latest figure at $2.7 billion in Q2 2026.
- On a quarterly basis, Invested Capital rose 18.41% year-over-year to $2.7 billion in Q2 2026; TTM through Jun 2026 was $2.7 billion, a 18.41% increase from a year earlier, with the FY2025 full-year figure at $2.9 billion, up 25.58% from the prior year.
- Invested Capital was $2.7 billion for Q2 2026 at Evercore, up from $2.6 billion in the prior quarter.
- The five-year high for Invested Capital was $2.9 billion in Q4 2025, with the low at $1.9 billion in Q2 2022.
- Average Invested Capital over 5 years is $2.2 billion, with a median of $2.1 billion recorded in 2022.
- The sharpest annual moves came in 2023 and 2025: Invested Capital declined 1.33% in 2023, then increased 25.58% in 2025.
- Over 5 years, Invested Capital stood at $2.1 billion in 2022, then grew by 0.79% to $2.2 billion in 2023, then climbed by 7.39% to $2.3 billion in 2024, then rose by 25.58% to $2.9 billion in 2025, then fell by 6.53% to $2.7 billion in 2026.
- The last three Invested Capital figures came in at $2.7 billion (Q2 2026), $2.6 billion (Q1 2026), and $2.9 billion (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Evercore | 11.52 Bn | 9.43 Bn | 975.67 Mn | 2.72 Bn |
| 2 | Jefferies Financial | 11.24 Bn | -4.17 Bn | 3.09 Bn | 33.36 Bn |
| 3 | Houlihan Lokey | 9.53 Bn | 8.45 Bn | - | - |
| 4 | Cluster Group Holdings | 8.00 Bn | 8.00 Bn | - | - |
| 5 | PJT Partners | 6.94 Bn | 6.99 Bn | 481.98 Mn | - |
| 6 | Moelis | 6.06 Bn | 5.99 Bn | - | - |
| 7 | Piper Sandler Companies | 5.20 Bn | 5.09 Bn | - | 1.60 Bn |
| 8 | Lazard | 4.97 Bn | 3.99 Bn | - | 2.60 Bn |
| 9 | BRBI BR Partners | 3.49 Bn | 3.38 Bn | 16.77 Mn | 2.49 Bn |
| 10 | Perella Weinberg Partners | 1.81 Bn | 2.01 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 | 2.06 Bn |
| Jun 30, 2023 | 2.03 Bn |
| Mar 31, 2023 | 2.00 Bn |
| Dec 31, 2022 | 2.14 Bn |
| Sep 30, 2022 | 1.99 Bn |
| Jun 30, 2022 | 1.95 Bn |
| Mar 31, 2022 | 2.02 Bn |
| Dec 31, 2021 | 2.07 Bn |
| Sep 30, 2021 | 1.92 Bn |