Evercore (EVR) Return on Invested Capital [ROIC] (2011 - 2026)
Evercore (EVR) posted Return on Invested Capital [ROIC] of 31.26% for Q2 2026, up 7.85 percentage points from 23.41% a year earlier and up 1.18 percentage points from the prior quarter.
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Analysis
Evercore (EVR) Return on Invested Capital [ROIC] (2011 - 2026) Analysis & Trends
For FY2025, Evercore's Return on Invested Capital [ROIC] came in at 25.28%, up 6.01 percentage points from FY2024.
- Annual Return on Invested Capital [ROIC] shows a five-year change of -0.20 percentage points (FY2020 to FY2025).
- In prior years, Evercore's Return on Invested Capital [ROIC] was 19.27% in FY2024 (+5.25 pp), 14.02% in FY2023 (-12.46 pp), 26.48% in FY2022 (-19.03 pp) and 45.51% in FY2021 (+20.03 pp).
- The Q2 2026 figure stands as the highest quarterly Return on Invested Capital [ROIC] since Q3 2022.
- On a year-over-year basis, Return on Invested Capital [ROIC] has increased in each of the last seven quarters, with an average year-over-year change of +5.72 percentage points over the last eight quarters.
- The strongest year-over-year quarter for Return on Invested Capital [ROIC] in the past five years was Q3 2021, with a gain of 23.27 percentage points; the weakest was Q2 2023, with a drop of 23.58 percentage points.
- According to Business Quant data, Return on Invested Capital [ROIC] for the three prior quarters was 30.08% (Q1 2026), 23.66% (Q4 2025) and 23.71% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Cme | 109.27 Bn | 97.61 Bn | - | 11.69% |
| 2 | Bank of New York Mellon | 98.55 Bn | 37.92 Bn | - | 27.12% |
| 3 | Intercontinental Exchange | 91.26 Bn | 85.07 Bn | - | 8.46% |
| 4 | Robinhood Markets | 85.47 Bn | 66.56 Bn | - | - |
| 5 | Nasdaq | 57.27 Bn | 54.71 Bn | 1.48 Bn | 10.50% |
| 6 | State Street | 46.11 Bn | 46.11 Bn | - | - |
| 7 | Interactive Brokers | 36.17 Bn | 29.63 Bn | - | 41.23% |
| 8 | Cboe Global Markets | 35.59 Bn | 27.25 Bn | 731.60 Mn | 18.08% |
| 9 | Northern Trust | 30.73 Bn | 30.73 Bn | - | 27.43% |
| 10 | Evercore | 9.73 Bn | 201.63 Mn | - | 31.26% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 31.26% |
| Mar 31, 2026 | 30.08% |
| Dec 31, 2025 | 23.66% |
| Sep 30, 2025 | 23.71% |
| Jun 30, 2025 | 23.41% |
| Mar 31, 2025 | 22.18% |
| Dec 31, 2024 | 19.27% |
| Sep 30, 2024 | 17.31% |
| Jun 30, 2024 | 16.47% |
| Mar 31, 2024 | 14.36% |
| Dec 31, 2023 | 14.26% |
| Sep 30, 2023 | 17.91% |
| Jun 30, 2023 | 19.96% |
| Mar 31, 2023 | 22.72% |
| Dec 31, 2022 | 26.84% |
| Sep 30, 2022 | 38.53% |
| Jun 30, 2022 | 43.54% |
| Mar 31, 2022 | 44.96% |
| Dec 31, 2021 | 45.25% |
| Sep 30, 2021 | 42.73% |
API Access
Evercore Return on Invested Capital [ROIC] 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-invested-capital-%5Broic%5D&ticker=EVR&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "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-invested-capital-%5Broic%5D&ticker=EVR&period=max&api_key=YOUR_API_KEY");
const data = await res.json();