Evercore (EVR) Return on Assets [ROA] (2011 - 2026)
Evercore's Return on Assets [ROA] was 17.95% in Q2 2026, up 3.48 percentage points from 14.47% a year earlier and up 1.21 percentage points from the prior quarter.
Powered by 
Analysis
Evercore (EVR) Return on Assets [ROA] (2011 - 2026) Analysis & Trends
For FY2025, Return on Assets [ROA] at Evercore came in at 13.44%, up 2.84 percentage points from FY2024.
- Return on Assets [ROA] shows a five-year change of -0.38 percentage points (FY2020 to FY2025).
- In earlier years, Return on Assets [ROA] was 10.61% in FY2024 (+2.82 pp), 7.79% in FY2023 (-6.53 pp), 14.32% in FY2022 (-9.90 pp) and 24.22% in FY2021 (+10.39 pp).
- The Q2 2026 figure marks the highest quarterly Return on Assets [ROA] since Q3 2022.
- Compared with a year earlier, Return on Assets [ROA] has increased for seven straight quarters, with an average year-over-year change of +2.98 percentage points over the last eight quarters.
- The best year-over-year quarter for Return on Assets [ROA] over five years was Q3 2021 (a gain of 13.89 percentage points); the worst was Q2 2023 (a drop of 14.71 percentage points).
- Per Business Quant data, EVR's Return on Assets [ROA] in the three quarters before Q2 2026 was 16.74% (Q1 2026), 13.10% (Q4 2025) and 14.13% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | Cme | 106.56 Bn | 94.66 Bn | - | 2.16% |
| 2 | Intercontinental Exchange | 89.45 Bn | 83.19 Bn | - | 2.32% |
| 3 | Robinhood Markets | 88.18 Bn | 69.22 Bn | - | 4.08% |
| 4 | Nasdaq | 53.47 Bn | 50.90 Bn | 1.50 Bn | 7.20% |
| 5 | Interactive Brokers | 37.14 Bn | 14.26 Bn | - | 2.10% |
| 6 | Cboe Global Markets | 33.00 Bn | 24.66 Bn | 731.60 Mn | 12.48% |
| 7 | LPL Financial Holdings | 25.71 Bn | 21.03 Bn | - | 5.21% |
| 8 | Tradeweb Markets | 25.33 Bn | 17.34 Bn | - | 12.30% |
| 9 | Circle Internet | 21.30 Bn | 15.18 Bn | 288.85 Mn | 0.57% |
| 10 | Evercore | 9.73 Bn | -119.28 Mn | - | 17.95% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 17.95% |
| Mar 31, 2026 | 16.74% |
| Dec 31, 2025 | 13.10% |
| Sep 30, 2025 | 14.13% |
| Jun 30, 2025 | 14.47% |
| Mar 31, 2025 | 12.85% |
| Dec 31, 2024 | 10.79% |
| Sep 30, 2024 | 10.31% |
| Jun 30, 2024 | 10.30% |
| Mar 31, 2024 | 8.53% |
| Dec 31, 2023 | 8.23% |
| Sep 30, 2023 | 11.02% |
| Jun 30, 2023 | 13.06% |
| Mar 31, 2023 | 14.02% |
| Dec 31, 2022 | 15.69% |
| Sep 30, 2022 | 23.65% |
| Jun 30, 2022 | 27.77% |
| Mar 31, 2022 | 26.11% |
| Dec 31, 2021 | 24.55% |
| Sep 30, 2021 | 24.89% |
API Access
Evercore Return on Assets [ROA] 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=return-on-assets-%5Broa%5D&ticker=EVR&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "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=return-on-assets-%5Broa%5D&ticker=EVR&period=max&api_key=YOUR_API_KEY");
const data = await res.json();