Evercore (EVR) Return on Capital Employed (2011 - 2026)
Evercore (EVR) posted quarterly Return on Capital Employed of 24.72% for Q1 2026, up 867.0% year-over-year from 2.56% in Q1 2025, and up 4.69% quarter-over-quarter from 23.61% in Q4 2025.
Evercore (EVR) Return on Capital Employed (2011 - 2026) Analysis & Trends
Evercore's Return on Capital Employed history runs 16 years deep, the most recent figure standing at 24.72% for Q1 2026.
- In Q1 2026, Return on Capital Employed rose 867.0% year-over-year to 24.72%; the TTM figure through Mar 2026 stood at 24.72% (up 867.0% YoY), while the FY2025 annual figure was 24.59%, up 684.0% from the prior year.
- Return on Capital Employed for Q1 2026 stood at 24.72%, up from 23.61% in the prior quarter.
- The five-year high for Return on Capital Employed was 44.33% in Q2 2022, with the low at 10.11% in Q1 2024.
- The 5-year median for Return on Capital Employed is 20.36% (2023), against an average of 22.63%.
- The sharpest annual moves came in 2022 and 2023: Return on Capital Employed jumped 6938 bps in 2022, then tumbled 2445 bps in 2023.
- Evercore's Return on Capital Employed stood at 29.4% in 2022, then sank by 57 bps to 12.66% in 2023, then jumped by 40 bps to 17.73% in 2024, then surged by 33 bps to 23.61% in 2025, then climbed by 5 bps to 24.72% in 2026.
- Business Quant data shows EVR's Return on Capital Employed at 24.72% in Q1 2026, 23.61% in Q4 2025, and 22.26% in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROCE (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 333.21 Bn | 173.07 Bn | - | - |
| 2 | Goldman Sachs | 311.14 Bn | -665.21 Bn | - | - |
| 3 | Schwab Charles | 196.95 Bn | 123.36 Bn | - | - |
| 4 | Robinhood Markets | 93.19 Bn | 75.81 Bn | 1.20 Bn | 28.96% |
| 5 | Interactive Brokers | 41.71 Bn | -22.59 Bn | - | - |
| 6 | LPL Financial Holdings | 29.06 Bn | 26.36 Bn | - | - |
| 7 | Tradeweb Markets | 23.03 Bn | 20.97 Bn | - | - |
| 8 | Circle Internet | 21.70 Bn | 19.97 Bn | 288.85 Mn | 4.11% |
| 9 | Futu Holdings | 16.14 Bn | 214.18 Mn | 733.58 Mn | 29.16% |
| 10 | Evercore | 11.15 Bn | 8.75 Bn | 975.67 Mn | 30.12% |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 30.12% |
| Mar 31, 2026 | 24.72% |
| Dec 31, 2025 | 23.61% |
| Sep 30, 2025 | 22.26% |
| Jun 30, 2025 | 20.84% |
| Mar 31, 2025 | 16.05% |
| Dec 31, 2024 | 17.73% |
| Sep 30, 2024 | 14.68% |
| Jun 30, 2024 | 13.56% |
| Mar 31, 2024 | 10.11% |
| Dec 31, 2023 | 12.66% |
| Sep 30, 2023 | 16.50% |
| Jun 30, 2023 | 19.87% |
| Mar 31, 2023 | 20.36% |
| Dec 31, 2022 | 29.40% |
| Sep 30, 2022 | 39.11% |
| Jun 30, 2022 | 44.33% |
| Mar 31, 2022 | 38.99% |
| Dec 31, 2021 | 47.80% |
| Sep 30, 2021 | 0.96% |