NYSE$EVR

Evercore Inc. · Q4 2019 earnings

Q4 2019 earnings · · Investor relations

Briefing

Evercore's Q4 2019 earnings decreased due to lower advisory fees and increased non-compensation costs, despite growth in underwriting revenue.

Evercore reported a decrease in net revenues by 14% compared to Q4 2018, primarily driven by a decrease in Advisory Fees. Despite the revenue decline, Underwriting Fees increased by 217%.

  • Net Revenues exceeded $2 billion.
  • Underwriting Revenue of $89.7 million was up 25% to a record level.
  • AUM from Wealth Management exceeded $9 billion.
  • Implemented realignment strategy for growth opportunities in 2020 and beyond.

Headline financials

Total Revenue

$668M

Previous: $776M-13.9%
EPS (adj)

$2.72

Previous: $3.93-30.8%
Assets Under Management

$10.7B

No prior period
Advisory Client Transactions

281

No prior period
Advisory Client Transactions >= $1M

105

No prior period
Underwriting Transactions

12

No prior period
Underwriting Transactions as Bookrunner

12

No prior period
Net Income

$105M

Previous: $163M-35.6%
Operating Income

$157M

No prior period
Gross Profit

$688M

Previous: $770M-10.7%
Cash & Equivalents

$634M

Previous: $791M-19.8%
Total Assets

$2.6B

Previous: $2.13B+22.2%
Stock-Based Comp

$81.9M

Previous: $84.6M-3.2%

Revenue & EPS history

Evercore · Revenue · Quarterly

$668M

Q4 2019-13.9%vs Q4 2018
Beat estimate in 14 of 16 quarters(88%)
ActualEstimate

Revenue by segment

Evercore · $657M total across 4 segments · Q4 2019

  • Advisory Fees
    $563M
  • Commissions and Related Revenue
    $52.1M
  • Underwriting Fees
    $28.3M
  • Asset Management and Administration Fees
    $13.2M

Forward guidance

Evercore has implemented a realignment strategy to position the Firm to best capitalize on future growth opportunities and aims to achieve Adjusted operating margins of 25% or greater.

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 Q4 2019

Historical avgQ4 2019

+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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