NYSE$EVR

Evercore Inc. · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

Evercore's Q4 2022 results reflected a decrease in revenue and net income compared to the previous year, but the firm achieved its second-best full-year performance in history.

Evercore reported Q4 2022 net revenues of $831.3 million and net income of $140.4 million on a U.S. GAAP basis. Adjusted net revenues were $836.7 million and adjusted net income was $152.4 million. While these results represent a decrease compared to Q4 2021, Evercore's full-year performance was the second best in the firm's history.

  • Q4 Net Revenues were $831.3 million on a U.S. GAAP basis and $836.7 million on an Adjusted basis, decreasing versus 2021.
  • Q4 Net Income was $140.4 million on a U.S. GAAP basis and $152.4 million on an Adjusted basis, decreasing versus 2021.
  • Full Year Advisory Fees were $2.4 billion on both a U.S. GAAP and an Adjusted basis, representing the second best year in Evercore's history.
  • Evercore was bookrunner on all equity and equity-linked underwriting transactions that the Firm participated in.

Headline financials

Total Revenue

$837M

Previous: $1.12B-25.6%
EPS (adj)

$3.50

Previous: $7.15-51.0%
Assets Under Management

$10.5B

Previous: $12.2B-13.5%
Advisory Client Transactions

279

Previous: 320-12.8%
Advisory Client Transactions >= $1M

124

Previous: 153-19.0%
Underwriting Transactions

15

Previous: 23-34.8%
Underwriting Transactions as Bookrunner

15

Previous: 21-28.6%
Net Income

$140M

Previous: $350M-59.9%
Operating Income

$210M

Previous: $456M-53.9%
Gross Profit

-$972M

Previous: $1.1B-188.8%
Cash & Equivalents

$663M

Previous: $575M+15.3%
Total Assets

$2.06B

Previous: $2.38B-13.1%
Stock-Based Comp

$110M

Previous: $113M-2.7%

Revenue & EPS history

Evercore · Revenue · Quarterly

$837M

Q4 2022-25.6%vs Q4 2021
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Evercore · $817M total across 4 segments · Q4 2022

  • Advisory Fees
    $704M-27.5%
  • Commissions and Related Revenue
    $53.6M-2.2%
  • Underwriting Fees
    $44.1M-32.2%
  • Asset Management and Administration Fees
    $15.8M-10.9%

Forward guidance

Evercore does not provide specific financial guidance. However, they remain focused on executing their growth strategy and believe the breadth and depth of their diverse platform will continue to drive long-term value.

Tailwinds

  • Firm has never been more strongly positioned competitively.
  • Remain focused on executing our growth strategy.
  • Believe the breadth and depth of our diverse platform will continue to drive long-term value.
  • Advisory team in Europe had a record year.
  • Private capital advisory activities had the second-best year on record.

Headwinds

  • Evercore's quarterly results may fluctuate significantly due to the timing and amount of transaction fees earned.
  • Weakening macroeconomic conditions.
  • Uncertainty about how 2023 will unfold.
  • Advisory Fees decreased $267.0 million, or 27%, year-over-year.
  • Underwriting Fees decreased $20.9 million, or 32%, year-over-year.

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 2022

Historical avgQ4 2022

+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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