Evercore (EVR) Invested Capital (2009 - 2026)
Evercore (EVR) posted quarterly Invested Capital of $1.8 billion for Q1 2026, up 1.74% year-over-year from $1.8 billion in Q1 2025, and down 23.18% on a QoQ basis from $2.3 billion in Q4 2025.
Evercore (EVR) Invested Capital (2009 - 2026) Analysis & Trends
Evercore (EVR) has reported Invested Capital for 18 consecutive years, with $1.8 billion the latest figure, recorded in 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 came in at $1.8 billion for Q1 2026 at Evercore, down from $2.3 billion in the prior quarter.
- The five-year high for Invested Capital was $2.3 billion in Q4 2025, with the low at $1.5 billion in Q2 2022.
- Average Invested Capital over 5 years is $1.7 billion, with a median of $1.7 billion recorded in 2024.
- Across the five-year window, Invested Capital slipped 1.16% in 2023 and climbed 19.47% in 2025, its largest moves.
- Year by year, Invested Capital stood at $1.7 billion in 2022, then increased by 3.25% to $1.8 billion in 2023, then rose by 8.94% to $1.9 billion in 2024, then rose by 19.47% to $2.3 billion in 2025, then fell by 23.18% to $1.8 billion in 2026.
- According to Business Quant data, Invested Capital over the past three periods registered $1.8 billion, $2.3 billion, and $1.8 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.70 Bn | 197.17 Bn | - | 486.95 Bn |
| 2 | Goldman Sachs | 309.79 Bn | -627.76 Bn | - | 122.78 Bn |
| 3 | Schwab Charles | 167.21 Bn | 122.24 Bn | - | 49.23 Bn |
| 4 | Futu Holdings | 111.36 Bn | 109.19 Bn | 733.58 Mn | 6.75 Bn |
| 5 | Robinhood Markets | 97.69 Bn | 93.05 Bn | 960.00 Mn | 9.69 Bn |
| 6 | LPL Financial Holdings | 23.49 Bn | 22.47 Bn | - | 12.87 Bn |
| 7 | Tradeweb Markets | 21.59 Bn | 20.34 Bn | - | 7.31 Bn |
| 8 | Circle Internet | 15.14 Bn | 13.62 Bn | 35.01 Mn | 3.43 Bn |
| 9 | Iren | 14.46 Bn | 12.24 Bn | 144.76 Mn | 2.94 Bn |
| 10 | Evercore | 13.30 Bn | 11.58 Bn | 1.38 Bn | 1.78 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |