NYSE$EVR

Evercore Inc. · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Evercore's Q4 2024 performance was marked by strong revenue growth and increased profitability, driven by advisory and underwriting success.

Evercore reported strong Q4 and full-year 2024 results, with net revenues increasing by 24% compared to the previous year. The company's strategic advisory business advised on several notable transactions, and both Private Capital Advisory and Private Funds Group had record years. Evercore ISI was recognized as the #1 Firm in U.S. Equity Research for the third consecutive year.

  • Net revenues for Q4 2024 increased by 24% year-over-year, reaching $975.3 million on a U.S. GAAP basis.
  • Operating income for Q4 2024 increased by 81% compared to 2023, reaching $212.6 million on a U.S. GAAP basis.
  • Evercore advised on three of the top seven globally announced transactions in 2024.
  • Equities business had its strongest full year revenue since 2016.

Headline financials

Total Revenue

$981M

Previous: $788M+24.4%
EPS (adj)

$3.41

Previous: $2.02+68.8%
Assets Under Management

$13.9B

Previous: $12.3B+13.2%
Advisory Client Transactions

322

Previous: 310+3.9%
Advisory Client Transactions >= $1M

159

Previous: 137+16.1%
Underwriting Transactions

12

Previous: 7+71.4%
Underwriting Transactions as Bookrunner

10

Previous: 7+42.9%
Compensation Ratio

65.6%

No prior period
Operating Margin

21.8%

No prior period
Non-Compensation Ratio

12.7%

No prior period
Effective Tax Rate

27.5%

No prior period
Net Income

$155M

Previous: $92M+68.2%
Operating Income

$213M

Previous: $118M+80.6%

Revenue & EPS history

Evercore · Revenue · Quarterly

$981M

Q4 2024+24.4%vs Q4 2023
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Evercore · $564M total across 4 segments · Q3 2023

  • Advisory Fees
    $467M-4.3%
  • Commissions and Related Revenue
    $48.7M-1.0%
  • Underwriting Fees
    $30.8M+7.4%
  • Asset Management and Administration Fees
    $17.3M+10.6%

Forward guidance

Evercore expects the market to continue to gradually improve throughout 2025 and begins the year with strong momentum.

Tailwinds

  • Strong momentum heading into 2025
  • Expectation of gradual market improvement throughout the year
  • Intensive client coverage
  • Broadening coverage
  • Second strongest year in terms of revenue

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 2024

Historical avgQ4 2024

+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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