Evercore (EVR) Invested Capital (2009 - 2026)

Evercore (EVR) recorded quarterly Invested Capital of $1.8 billion in Q1 2026, down 23.18% quarter-over-quarter from $2.3 billion in Q4 2025, and up 1.74% on a YoY basis from $1.8 billion in Q1 2025.

Evercore (EVR) Invested Capital (2009 - 2026) Analysis & Trends

Evercore's Invested Capital history runs 18 years deep, the most recent figure standing at $1.8 billion for Q1 2026.

  • In Q1 2026, Invested Capital rose 1.74% year-over-year to $1.8 billion; the TTM figure through Mar 2026 stood at $1.8 billion (up 1.74% YoY), while the FY2025 annual figure was $2.3 billion, up 19.47% from the prior year.
  • Invested Capital was $1.8 billion for Q1 2026 at Evercore, down from $2.3 billion in the prior quarter.
  • In the past five years, Invested Capital ranged from a high of $2.3 billion in Q4 2025 to a low of $1.5 billion in Q2 2022.
  • Historically, Invested Capital has averaged $1.7 billion across 5 years, with a median of $1.7 billion in 2024.
  • The sharpest annual moves came in 2023 and 2025: Invested Capital fell 1.16% in 2023, then rose 19.47% in 2025.
  • A 5-year view of Invested Capital shows it stood at $1.7 billion in 2022, then advanced by 3.25% to $1.8 billion in 2023, then climbed by 8.94% to $1.9 billion in 2024, then climbed by 19.47% to $2.3 billion in 2025, then slipped by 23.18% to $1.8 billion in 2026.
  • The last three Invested Capital figures came in at $1.8 billion (Q1 2026), $2.3 billion (Q4 2025), and $1.8 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 SOL Strategies 100,773.79 Bn 100,773.79 Bn - 1,166.73 Bn
2 Morgan Stanley 331.35 Bn 197.82 Bn - 486.95 Bn
3 Goldman Sachs 317.73 Bn -619.82 Bn - 122.78 Bn
4 Schwab Charles 153.74 Bn 108.77 Bn - 49.23 Bn
5 Robinhood Markets 75.98 Bn 71.34 Bn 960.00 Mn 9.69 Bn
6 Interactive Brokers 38.91 Bn 49.50 Bn - 5.59 Bn
7 LPL Financial Holdings 22.76 Bn 21.73 Bn - 12.87 Bn
8 Tradeweb Markets 20.90 Bn 19.65 Bn - 7.31 Bn
9 Circle Internet 20.00 Bn 18.49 Bn 35.01 Mn 3.43 Bn
10 Evercore 13.26 Bn 11.55 Bn 1.38 Bn 1.78 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 1.78 Bn
Dec 31, 2025 2.32 Bn
Sep 30, 2025 1.81 Bn
Jun 30, 2025 1.92 Bn
Mar 31, 2025 1.75 Bn
Dec 31, 2024 1.94 Bn
Sep 30, 2024 1.78 Bn
Jun 30, 2024 1.73 Bn
Mar 31, 2024 1.65 Bn
Dec 31, 2023 1.78 Bn
Sep 30, 2023 1.65 Bn
Jun 30, 2023 1.60 Bn
Mar 31, 2023 1.57 Bn
Dec 31, 2022 1.73 Bn
Sep 30, 2022 1.59 Bn
Jun 30, 2022 1.52 Bn
Mar 31, 2022 1.59 Bn
Dec 31, 2021 1.64 Bn
Sep 30, 2021 1.51 Bn
Jun 30, 2021 1.43 Bn