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.
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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 | 109.27 Bn | 97.61 Bn | - | 2.28% |
| 2 | Bank of New York Mellon | 98.55 Bn | 37.92 Bn | - | 1.17% |
| 3 | Intercontinental Exchange | 91.26 Bn | 85.07 Bn | - | 2.32% |
| 4 | Robinhood Markets | 85.47 Bn | 66.56 Bn | - | 4.08% |
| 5 | Nasdaq | 57.27 Bn | 54.71 Bn | 1.48 Bn | 7.61% |
| 6 | State Street | 46.11 Bn | 46.11 Bn | - | 0.85% |
| 7 | Interactive Brokers | 36.17 Bn | 29.63 Bn | - | 2.10% |
| 8 | Cboe Global Markets | 35.59 Bn | 27.25 Bn | 731.60 Mn | 12.48% |
| 9 | Northern Trust | 30.73 Bn | 30.73 Bn | - | 1.27% |
| 10 | Evercore | 9.73 Bn | 201.63 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();