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Evercore

Filings

10-Q	2020-09-30	Filed 2020-11-02
10-Q	2020-06-30	Filed 2020-08-04
10-Q	2020-03-31	Filed 2020-05-05
10-K	2019-12-31	Filed 2020-02-25
10-Q	2019-09-30	Filed 2019-10-31
10-Q	2019-06-30	Filed 2019-08-01
10-Q	2019-03-31	Filed 2019-05-02
10-K	2018-12-31	Filed 2019-02-22
10-Q	2018-09-30	Filed 2018-11-01
10-Q	2018-06-30	Filed 2018-08-01
10-Q	2018-03-31	Filed 2018-05-02
10-K	2017-12-31	Filed 2018-02-23
10-Q	2017-09-30	Filed 2017-11-02
10-Q	2017-06-30	Filed 2017-08-01
10-Q	2017-03-31	Filed 2017-05-09
10-K	2016-12-31	Filed 2017-02-24
10-Q	2016-09-30	Filed 2016-11-02
10-Q	2016-06-30	Filed 2016-08-04
10-Q	2016-03-31	Filed 2016-05-05
10-K	2015-12-31	Filed 2016-02-24
10-Q	2015-09-30	Filed 2015-11-02
10-Q	2015-06-30	Filed 2015-08-05
10-Q	2015-03-31	Filed 2015-05-06
10-K	2014-12-31	Filed 2015-02-27
10-Q	2014-09-30	Filed 2014-11-06
10-Q	2014-06-30	Filed 2014-08-08
10-Q	2014-03-31	Filed 2014-05-08
10-K	2013-12-31	Filed 2014-02-28
10-Q	2013-09-30	Filed 2013-11-12
10-Q	2013-06-30	Filed 2013-08-07
10-Q	2013-03-31	Filed 2013-05-08
10-K	2012-12-31	Filed 2013-02-27
10-Q	2012-09-30	Filed 2012-11-07
10-Q	2012-06-30	Filed 2012-08-08
10-Q	2012-03-31	Filed 2012-05-09
10-K	2011-12-31	Filed 2012-02-29
10-Q	2011-09-30	Filed 2011-11-08
10-Q	2011-06-30	Filed 2011-08-05
10-Q	2011-03-31	Filed 2011-04-29
10-K	2010-12-31	Filed 2011-03-09
10-Q	2010-09-30	Filed 2010-11-05
10-Q	2010-06-30	Filed 2010-08-06
10-Q	2010-03-31	Filed 2010-05-05
10-K	2009-12-31	Filed 2010-02-22

Reports

8-K	2020-10-21	Earnings, Exhibits
8-K	2020-07-22	Earnings, Exhibits
8-K	2020-07-14	Officers, Exhibits
8-K	2020-06-16
8-K	2020-04-22
8-K	2020-01-29
8-K	2019-10-23
8-K	2019-10-22
8-K	2019-07-24
8-K	2019-06-18
8-K	2019-04-24
8-K	2019-01-30
8-K	2018-10-24
8-K	2018-10-22
8-K	2018-07-25
8-K	2018-06-11
8-K	2018-04-25
8-K	2018-04-24
8-K	2018-01-31

Evercore Financials

EVR Metrics, Comps, Filings

Quarterly | Annual

Valuation ($BB)

Market Cap, Enterprise Value

Balance Sheet ($BB)

Assets, Equity

Income Statement ($BB Quarterly)

Revenue, G Profit, Net Income

Cash Flow ($BB Quarterly)

Ops, Inv, Fin


Comps ($MM TTM)	Market Cap	Gross Margin	EV/EBITDA	Ret on Assets	Assets	Liabilities	Revenue	G Profit	Net Income	EBITDA	EV
Eaton Vance (EV)	5,170	0%	8.3	10%	4,254	2,784	1,683	0	433	622	5,138
Affiliated Managers Group (AMG)	4,852	0%	36.2	1%	7,679	3,199	2,248	0	110	172	6,242
Janus Henderson Group (JHG)	4,201	0%	6.4	6%	6,966	2,005	2,136	0	426	584	3,744
Lazard (LAZ)	4,054	0%	7.4	6%	5,552	4,866	1,924	0	332	471	3,465
Evercore (EVR)	3,569	0%	5.1	19%	2,211	1,208	1,362	0	420	644	3,255
Ares Management (ARES)	3,419	0%	5.2	3%	11,597	9,754	1,112	0	305	544	2,843
Legg Mason (LM)	3,384	0%	96.2	3%	7,802	3,370	2,846	0	216	52	4,969
Carlyle Group (CG)	3,297	0%	4.5	9%	13,928	10,632	3,068	0	1,209	1,362	6,063
Federated Investors (FII)	3,165	0%	8.9	14%	1,754	604	1,276	0	254	334	2,967
Houlihan Lokey (HLI)	2,951	28%	11.4	11%	1,448	556	1,113	311	165	243	2,763
AllianceBernstein (AB)	2,804		11.1	16%	1,455	1	0	0	232	252	2,804
Cohen & Steers (CNS)	2,663	0%	14.3	29%	460	128	395	0	135	177	2,535
Artisan Partners (APAM)	2,204	0%	8.8	21%	966	804	782	0	205	231	2,030
Noah Holdings (NOAH)	1,324			0%	8,014	1,839	0	0	0	0	-1,382
Victory Capital (VCTR)	1,263	0%	19.7	4%	1,792	1,285	490	0	69	113	2,221
BrightSphere Investment Group (BSIG)	1,236	0%	8.7	10%	1,356	1,304	886	0	137	205	1,779
Focus Financial Partners (FOCS)	1,113	0%	40.2	1%	2,645	1,831	1,138	0	19	26	1,062
Virtus Investment Partners (VRTS)	939	0%	7.3	2%	3,113	2,344	555	0	77	130	952
Pzena Investment (PZN)	620	0%	10.9	28%	178	82	112	0	49	53	584
Och-Ziff (OZM)	606	0%	13.4	2%	1,214	907	326	0	27	59	783


Balance Sheet ($MM)	2011-06-30	2011-09-30	2011-12-31	2012-03-31	2012-06-30	2012-09-30	2012-12-31	2013-03-31	2013-06-30	2013-09-30	2013-12-31	2014-03-31	2014-06-30	2014-09-30	2014-12-31	2015-03-31	2015-06-30	2015-09-30	2015-12-31	2016-03-31	2016-06-30	2016-09-30	2016-12-31	2017-03-31	2017-06-30	2017-09-30	2017-12-31	2018-03-31	2018-06-30	2018-09-30	2018-12-31	2019-03-31	2019-06-30	2019-09-30
Cash	204	244	183	101	151	162	259	137	147	244	298	124	193	239	352	226	250	278	449	292	247	446	559	351	410	440	610	416	415	434	800	348	385	314
Accounts Receivable	83	66	52	56	54	73	89	78	114	58	83	89	100	103	136	127	125	163	175	146	189	146	231	201	181	207	185	223	274	232	309	357	317	306
Inventory
PP&E	15	15	21	27	45	47	50	28	28	28	54	28	31	32	77	41	45	48	91	48	45	46	105	56	63	68	139	68	67	69	171	93	104	113
Assets	1,042	1,070	1,044	942	974	1,029	1,145	976	1,033	1,103	1,181	1,045	1,148	1,224	1,447	1,289	1,300	1,330	1,479	1,285	1,307	1,462	1,662	1,433	1,451	1,561	1,585	1,418	1,613	1,706	2,126	1,845	1,940	2,211
Accounts Payable
Long-Term Debt
Liabilities	542	587	555	448	484	535	605	434	512	550	581	458	533	605	730	614	612	641	772	646	664	762	879	648	752	833	789	643	762	806	1,118	839	965	1,208
Stockholders' Equity	412	401	408	412	406	410	429	436	416	444	503	491	527	513	551	490	487	480	505	420	406	454	527	560	459	476	544	550	624	668	758	768	738	765


Income Statement ($MM)	2011-06-30	2011-09-30	2011-12-31	2012-03-31	2012-06-30	2012-09-30	2012-12-31	2013-03-31	2013-06-30	2013-09-30	2013-12-31	2014-03-31	2014-06-30	2014-09-30	2014-12-31	2015-03-31	2015-06-30	2015-09-30	2015-12-31	2016-03-31	2016-06-30	2016-09-30	2016-12-31	2017-03-31	2017-06-30	2017-09-30	2017-12-31	2018-03-31	2018-06-30	2018-09-30	2018-12-31	2019-03-31	2019-06-30	2019-09-30
Revenue	148	169	114	107	176	157	1	155	211	191	222	152	222	231	326	242	273	313	411	260	355	391	450	392	375	412	545	468	454	385		419	535	408
Cost of Revenue
Gross Profit
R&D
SG&A
Tax	6	11	0	1	10	7	19	23	17	13	26	8	15	15	31	6	17	7	47	19	31	39	40	45	22	29	189	20	26	18	61	51	32	42
Net Income	5	2	-1	-3	12	7	25	8	22	18	23	13	30	25	39	6	16	7	30	8	34	47	60	95	26	60	-1	110	82	59	192	78	97	53


Cash Flow ($MM)	2011-06-30	2011-09-30	2011-12-31	2012-03-31	2012-06-30	2012-09-30	2012-12-31	2013-03-31	2013-06-30	2013-09-30	2013-12-31	2014-03-31	2014-06-30	2014-09-30	2014-12-31	2015-03-31	2015-06-30	2015-09-30	2015-12-31	2016-03-31	2016-06-30	2016-09-30	2016-12-31	2017-03-31	2017-06-30	2017-09-30	2017-12-31	2018-03-31	2018-06-30	2018-09-30	2018-12-31	2019-03-31	2019-06-30	2019-09-30
Cash Operating		102	38	-89	92	44	-47	-85	79	124	80	-116	104	102	127	-79	125	97	214	-117	126	237	170	-81	236	170	191	-41	215	136		-413	278	226
Cash Investing		-25	-72	29	-3	2	-3	2	-2	-5	-3	1	-6	-0	30	5	-6	-18	-7	-6	-27	-9	-7	-1	-6	-64	18	28	-155	-63		80	-12	-422
Cash Financing		-35	-25	-22	-37	-37	-13	-39	-66	-23	-22	-58	-31	-52	-39	-51	-97	-44	-32	-32	-134	-24	-43	-124	-171	-82	-42	-192	-57	-57		-123	-224	129