Company / Return on Assets (ROA)
Evercore Return on Assets (ROA) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
11.1%
FY2025
5-year range
8.8% / 20.4%
FY2021-FY2025
Trend
+22.0%
vs FY2024
Sector context
#28 of 402
Financials
What the data says
Among 402 Financials companies, Evercore is in the top 7% for return on assets (roa). Return on Assets (ROA) has fluctuated over the past 10 years, ranging from 2.6% in FY2017 to 20.4% in FY2023.
Based on SEC 10-K filings.
11.1% in FY2025 with a 5-year CAGR of -3.5%. Top quartile in the Financials sector.
Declined from 20.4% to 11.1% over the past 2 years.
Financials sector context is included.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- +1.8pp
- 5-Year Change
- -3.5pp
- 10-Year Change
- -
Sector benchmark
Top 7% in FinancialsTop 7% of 402This company 11.1% Sector average 2.8%
▼
+300.4% above sector average
Key checks
Key Insights
- In FY2025, return on assets (roa) increased 22.0% year-over-year.
- Currently 8.3pp above the Financials sector average.
- Peak return on assets (roa) was recorded in FY2023.
- Lowest return on assets (roa) in the period was in FY2017.
Company context
Key Data Points
- High earnings quality (cash-backed earnings)
- Strong return on equity: 29.2%
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Assets (ROA)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 11.1% | +22.0% |
| FY2024 | 9.1% | -55.7% |
| FY2023 | 20.4% | +121.7% |
| FY2022 | 9.2% | +4.5% |
| FY2021 | 8.8% | -39.3% |
| FY2020 | 14.5% | +146.1% |
| FY2019 | 5.9% | -13.0% |
| FY2018 | 6.8% | +162.8% |
| FY2017 | 2.6% | -60.1% |
| FY2016 | 6.5% | +123.1% |
As of FY2025 · SEC 10-K · Updated Jul 2, 2026