Evercore Inc.
Evercore Inc. is classed by the SEC under Investment Advice (industry code 6282), based in New York, NY. In its latest annual figures on file, for the fiscal year ended 2025-12-31, it reported revenue of $3.9 billion and a profit of $592 million (its filed statements).
vs its business-model standard
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a asset management business: prior from its industry code (SEC 6282, Investment Advice); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 6.2 out of ten, 9 of 9 metrics filed: past 5.1 out of ten, present 6.1 out of ten, future 7.4 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
- Surviving crises (past): 7.2 out of ten. No warning events in its filings since 2017. 72nd percentile among 48 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Track record (past): 5.2 out of ten. +11.5% a year over 10 filed years; profitable in 10 of 10. 52nd percentile among 42 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Shareholder treatment (past): 3.7 out of ten. Share count grew 0.9% a year. 15% of cash flow returned. Insiders: 4 sales, 1 purchases. 37th percentile among 36 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Financial health (present): 5.8 out of ten. ROE 26%: 26¢ of profit per shareholder dollar. Leverage 57%: owes 57¢ per asset dollar. 58th percentile among 44 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Industry position (present): 5.8 out of ten. top 42% of 42 in its family; net margin 15.3%. 58th percentile among 42 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Leadership (present): 6.6 out of ten. top 34% of 34 in its family for leadership; chief executive since 2021. 66th percentile among 34 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
- Room to expand (future): 7.7 out of ten. top 23% of 41 in its family for room to expand. 77th percentile among 41 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Growth drivers (future): 7.5 out of ten. top 25% of 41 in its family for growth drivers. 75th percentile among 41 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Expectations vs reality (future): 7.0 out of ten. top 30% of 40 in its family for expectations against reality. 70th percentile among 40 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-02-20 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-05 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-07-29 (on EDGAR). Newest filing: Form 10-Q, 2026-08-05. Filings on record since 2006. Read from EDGAR 2026-10-12.
Who runs it
Weinberg, John S (CEO/Chairman); Altman, Roger C (Founder and Senior Chairman); Lalonde, Timothy Gilbert (Chief Financial Officer); Klurfeld, Jason (General Counsel); Lindsey-Clark, Matthew (Co-Head EMEA IB); Pensa, Paul (Contr, Prin. Acct.Officer); Carlton, Pamela G (director); Futter, Ellen V (director); Harris, Gail Block (director); Millard, Robert B (director); and 5 more. 15 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.
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