NYSE$EVR

Evercore Inc. · Q1 2020 earnings

Q1 2020 earnings · · Investor relations

Briefing

Evercore reported solid earnings despite facing an unusually volatile quarter and adapting to remote work arrangements.

Evercore reported the second strongest first quarter revenues in its history, with net revenues increasing by 3% compared to Q1 2019. The company's Equities team was active, and previously announced transactions were completed. However, the company anticipates that revenues and operating margins in upcoming quarters will be significantly and negatively affected by the depressed economic and market environment caused by COVID-19.

  • Net Revenues increased versus the prior year period.
  • Maintained a top league table ranking among independents.
  • Advised on two of the four largest global M&A transactions and four of the seven largest U.S. M&A transactions in Q1.
  • Commission revenues increased 32% versus the prior year period.

Headline financials

Total Revenue

$433M

Previous: $419M+3.2%
EPS (adj)

$1.21

Previous: $1.66-27.1%
Assets Under Management

$9.52B

Previous: $9.76B-2.4%
Free Cash Flow

$31.2M

Previous: $67.2M-53.6%
Net Income

$31.2M

Previous: $67.2M-53.6%
Operating Income

$54.9M

Previous: $87.9M-37.6%
Gross Profit

$433M

Previous: $419M+3.1%
Cash & Equivalents

$585M

Previous: $338M+72.8%
Total Assets

$2.22B

Previous: $1.84B+20.4%
Stock-Based Comp

$77.9M

Previous: $97M-19.6%

Revenue & EPS history

Evercore · Revenue · Quarterly

$433M

Q1 2020+3.2%vs Q1 2019
Beat estimate in 14 of 16 quarters(88%)
ActualEstimate

Revenue by segment

Evercore · $448M total across 4 segments · Q1 2020

  • Advisory Fees
    $359M+10.0%
  • Commissions and Related Revenue
    $55.4M+32.1%
  • Underwriting Fees
    $21.1M-21.6%
  • Asset Management and Administration Fees
    $12.7M+2.9%

Forward guidance

Revenues and operating margins in upcoming quarters will be significantly and negatively affected by the depressed economic and market environment caused by COVID-19.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2020

Historical avgQ1 2020

+0.3%

Avg return

Earnings day

+0.0%

Avg return

5 days after

+1.3%

Avg return

30 days after

57%

37 / 65 earnings

Positive

+8.5%

Q3 2013

Best reaction

-14.2%

Q4 2010

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-5.0%-6.3%+0.2%
Q4 2025+5.2%+6.2%-14.7%
Q3 2025-9.4%-6.7%-0.5%
Q1 2025+3.2%+6.5%+16.3%
Q4 2024+0.8%-3.8%-26.9%
Q3 2024-4.7%-5.2%+13.0%
Q2 2024+0.6%+0.4%+0.4%
Q1 2024-6.3%-5.7%+4.2%
Q4 2023-0.7%-0.8%+5.7%
Q3 2023-2.7%-1.2%+12.1%
Q2 2023-4.8%-4.0%-4.6%
Q1 2023-7.0%-6.8%-8.3%
Q4 2022+2.2%+3.2%+2.0%
Q3 2022+6.0%+10.3%+19.2%
Q2 2022+4.6%+5.1%+2.2%
Q1 2022+3.2%+2.7%+7.3%
Q4 2021+1.2%+2.4%-6.2%
Q3 2021-5.3%-4.1%-11.0%
Q2 2021+0.3%-2.0%+4.6%
Q1 2021+0.3%-1.0%+2.8%
Q4 2020+0.8%+2.4%+7.5%
Q3 2020+6.9%+5.9%+13.6%
Q2 2020-2.9%-4.7%+4.2%
Q1 2020-3.3%-0.9%+2.6%
Q4 2019+8.0%+3.9%-9.3%
Q3 2019-5.9%-3.5%-0.5%
Q2 2019+1.6%+0.0%-12.3%
Q1 2019+1.0%+2.2%-14.4%
Q4 2018+7.0%+7.2%+11.9%
Q3 2018-2.2%-5.4%-5.2%
Q2 2018-0.6%-2.1%-4.2%
Q1 2018+8.0%+9.5%+18.6%
Q4 2017+5.5%-2.5%-4.8%
Q3 2017+2.3%+3.2%+10.1%
Q2 2017-1.5%+0.4%-4.5%
Q1 2017-6.7%-5.6%-10.0%
Q4 2016+0.3%+4.8%+4.8%
Q3 2016-2.0%-1.2%+23.5%
Q2 2016+0.2%-1.0%+1.6%
Q1 2016-2.6%
Q4 2015+7.5%
Q3 2015+5.5%
Q2 2015+1.4%
Q1 2015+1.3%
Q4 2014+1.7%
Q3 2014+0.9%
Q2 2014+3.4%
Q1 2014+1.6%
Q4 2013-2.4%
Q3 2013+8.5%
Q2 2013+3.5%
Q1 2013+2.4%
Q4 2012+7.6%
Q3 2012-0.4%
Q2 2012+5.3%
Q1 2011-0.3%
Q1 2012+0.6%
Q1 2010-1.9%
Q4 2011-1.9%
Q4 2009-1.9%
Q2 2011-1.4%
Q3 2010-4.5%
Q3 2011-4.5%
Q4 2010-14.2%
Q2 2010+5.4%

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