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Dec 31, 2019

Evercore Q4 2019 Earnings Report

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

Key Takeaways

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.

Total Revenue
$668M
Previous year: $776M
-13.9%
EPS
$2.72
Previous year: $3.93
-30.8%
Assets Under Management
$10.7B
Bookrunner Underwriting Trans
12
Fees >$1M Advisory Client Trans
105
Gross Profit
$688M
Previous year: $770M
-10.7%
Cash and Equivalents
$634M
Previous year: $791M
-19.8%
Total Assets
$2.6B
Previous year: $2.13B
+22.2%

Evercore

Evercore

Evercore Revenue by Segment

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.

Revenue & Expenses

Visualization of income flow from segment revenue to net income