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Dec 31, 2021

Evercore Q4 2021 Earnings Report

Evercore reported record fourth quarter and full year revenues and net income.

Key Takeaways

Evercore reported record fourth quarter and full year net revenues on a U.S. GAAP and an Adjusted basis. Full Year 2021 Net Revenues increased 45% and 43% on a U.S. GAAP and an Adjusted basis, respectively, versus the prior record in 2020. Record Fourth Quarter and Full Year Operating Margins and Net Income on a U.S. GAAP and an Adjusted basis.

Record Fourth Quarter and Full Year Net Revenues on a U.S. GAAP and an Adjusted basis; Full Year 2021 Net Revenues increased 45% and 43% on a U.S. GAAP and an Adjusted basis, respectively, versus the prior record in 2020

Record Fourth Quarter and Full Year Operating Margins and Net Income on a U.S. GAAP and an Adjusted basis; Full Year 2021 Operating Margins on a U.S. GAAP and an Adjusted basis were 33.5% and 34.3%, respectively, an increase of 1,026 and 685 basis points, respectively, versus 2020; Full Year 2021 Net Income increased 111% and 83% on a U.S. GAAP and an Adjusted basis, respectively, versus 2020

More than $2.7 billion in 2021 Advisory revenues, a 57% increase over 2020, with strong contribution across capabilities, regions and solid sector diversification

Evercore Wealth Management AUM surpassed $12 billion for the first time

Total Revenue
$1.12B
Previous year: $970M
+15.9%
EPS
$7.15
Previous year: $5.67
+26.1%
Assets Under Management
$12.2B
Previous year: $10.2B
+19.9%
Bookrunner Underwriting Trans
21
Fees >$1M Advisory Client Trans
153
Gross Profit
$1.1B
Previous year: $764M
+43.3%
Cash and Equivalents
$575M
Previous year: $830M
-30.7%
Total Assets
$2.38B
Previous year: $3.37B
-29.5%

Evercore

Evercore

Evercore Revenue by Segment

Forward Guidance

Evercore remains strongly committed to developing talent for internal promotion, recently announcing our largest promotion class ever. Further, as we continue to grow and invest in the firm, we remain committed to returning all capital not required to support our business to our shareholders.

Revenue & Expenses

Visualization of income flow from segment revenue to net income