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Dec 31, 2023

Evercore Q4 2023 Earnings Report

Evercore reported fourth quarter results with a slight decrease in net revenues compared to the previous year, but demonstrated strength in its Equities business and strategic advisory roles.

Key Takeaways

Evercore reported Q4 2023 results, with net revenues of $784.2 million on a U.S. GAAP basis and $790.3 million on an adjusted basis. The company advised on significant transactions and saw its Equities business achieve its strongest fourth quarter in five years. Despite a challenging operating environment in 2023, Evercore continued to invest in its business.

Q4 Net Revenues were $784.2 million on a U.S. GAAP basis.

Evercore advised Chevron on its $60 billion acquisition of Hess.

Equities business had its strongest fourth quarter revenue in the past five years.

Company returned $523.5 million to shareholders during 2023.

Total Revenue
$788M
Previous year: $837M
-5.8%
EPS
$2.02
Previous year: $3.5
-42.3%
Assets Under Management
$12.3B
Previous year: $10.5B
+16.5%
Advisory Transactions
310
Previous year: 279
+11.1%
Large Advisory Fees
137
Previous year: 124
+10.5%
Gross Profit
$779M
Previous year: -$972M
-180.1%
Cash and Equivalents
$597M
Previous year: $663M
-10.0%
Total Assets
$12.3B
Previous year: $2.06B
+494.7%

Evercore

Evercore

Evercore Revenue by Segment

Forward Guidance

Evercore anticipates continued strengthening of market activity and internal dialogue levels, with ongoing investments in the business expected to drive market share gains.

Positive Outlook

  • Strengthening of market activity
  • Exceptional group of newly promoted and externally hired SMDs
  • Better positioned than at any point in history to gain market share
  • Advised on three of the four largest global transactions to date
  • Commitment to invest heavily in the business

Challenges Ahead

  • No specific negative aspects provided in the earnings report.

Revenue & Expenses

Visualization of income flow from segment revenue to net income