Company / Return on Equity (ROE)
Evercore Return on Equity (ROE) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Equity (ROE)
29.1%
FY2025
5-year range
22.1% / 46.9%
FY2021-FY2025
Trend
+31.6%
vs FY2024
Sector context
#34 of 390
Financials
What the data says
Among 390 Financials companies, Evercore is in the top 9% for return on equity (roe). Return on Equity (ROE) has fluctuated over the past 10 years, ranging from 7.9% in FY2017 to 46.9% in FY2023.
Based on SEC 10-K filings.
29.1% in FY2025 with a 5-year CAGR of -1.5%. Top quartile in the Financials sector.
Declined from 46.9% to 29.1% over the past 2 years.
Financials sector context is included.
Return on Equity (ROE) over time
Growth rates
- 3-Year Change
- +6.3pp
- 5-Year Change
- -1.5pp
- 10-Year Change
- -
Sector benchmark
Top 9% in FinancialsTop 9% of 390This company 29.1% Sector average 17.6%
▼
+65.9% above sector average
Key checks
Key Insights
- In FY2025, return on equity (roe) increased 31.6% year-over-year.
- Currently 11.6pp above the Financials sector average.
- Peak return on equity (roe) was recorded in FY2023.
- Lowest return on equity (roe) 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 Equity (ROE)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 29.1% | +31.6% |
| FY2024 | 22.1% | -52.8% |
| FY2023 | 46.9% | +105.7% |
| FY2022 | 22.8% | +1.2% |
| FY2021 | 22.5% | -26.5% |
| FY2020 | 30.6% | +112.6% |
| FY2019 | 14.4% | +1.7% |
| FY2018 | 14.2% | +79.9% |
| FY2017 | 7.9% | -61.4% |
| FY2016 | 20.4% | +139.9% |
As of FY2025 · SEC 10-K · Updated Jul 2, 2026