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Screener / SEC EDGAR /CIK 0001360901 /10-K filed Feb 20, 2026, compared with Feb 21, 2025 /Numbers from the XBRL of the 10-Ks
NYSE Financials · Asset Management

Evercore Inc. EVR

EVR quote by TradingView
Compare with peers Embed

EVR among the 273 companies we cover

Where it stands · the better end on the right. The band holds the middle half; the line is the median.

All 273
Sales growth
+5.3%+20.1%
+29.5%38th of 242 · median +8.9%
Net margin
11.5%30.3%
15.6%154th of 240 · median 23.0%
Return on equity
8.9%19.7%
39.2%10th of 255 · median 12.9%
Free cash flow margin
16.4%39.6%
35.4%57th of 171 · median 27.4%
Debt / equity (less is better)
1.130.22
0.2867th of 189 · median 0.46

EVR and 9 peers, year by year

The 9 Financials companies closest to EVR in revenue over the last twelve months. Every number is from the 10-K and links to it in SEC's Inline XBRL viewer.

5 years10 years Download CSV
Choose the peers

Financials companies (up to 9):

Each company's latest fiscal year
CompanyYearRevenueSales growthGross marginOperating marginNet marginFCF marginReturn on equityDebt / equity
EVR Evercore Inc. FY2025 $3.9B+29.5%--15.3%30.5%29.1%0.29
ALHC Alignment Healthcare, Inc. FY2025 $3.9B+46.1%-0.4%0.0%2.9%−0.4%1.80
OMF OneMain Holdings, Inc. FY2025 $4.9B+8.9%--16.0%-23.0%6.67
SOFI SoFi Technologies, Inc. FY2025 $3.6B+23.1%--13.3%−110.3%4.6%0.17
TPG TPG Inc. FY2025 $4.7B+16.1%--4.0%-4.5%0.42
HOOD Robinhood Markets FY2025 $4.5B+51.6%--42.1%-20.6%0.00
AFRM Affirm Holdings, Inc. FY2026 $4.3B+29.6%-9.8%45.3%23.3%35.2%1.79
CNO CNO Financial Group, Inc. FY2025 $4.5B+0.9%-12.3%5.1%-8.7%-
CPAY Corpay FY2025 $4.5B+13.9%-44.0%23.6%28.7%27.5%2.58
CBOE Cboe Global Markets FY2025 $4.7B+15.1%51.5%31.1%23.3%35.7%21.4%0.28
Revenuepeer median $4.5B
Sales growthpeer median +16.1%
Operating marginpeer median 12.3%
Net marginpeer median 16.0%
FCF marginpeer median 23.3%
Return on equitypeer median 20.6%
Debt / equitypeer median 1.10

Each company, year by year

Bars: revenue, each company on its own scale. Line: net margin, on one scale for all. FY2016 to FY2025 · 10-K XBRL

EVREvercore Inc.
FY2016 revenue $1.5BFY2017 revenue $1.7BFY2018 revenue $2.1BFY2019 revenue $2.0BFY2020 revenue $2.3BFY2021 revenue $3.3BFY2022 revenue $2.8BFY2023 revenue $2.4BFY2024 revenue $3.0BFY2025 revenue $3.9B FY2016 net margin 7.4%FY2017 net margin 7.3%FY2018 net margin 18.1%FY2019 net margin 14.7%FY2020 net margin 15.3%FY2021 net margin 22.4%FY2022 net margin 17.1%FY2023 net margin 10.5%FY2024 net margin 12.6%FY2025 net margin 15.3% FY2016FY2025
Revenue$3.9B Growth+29.5% Net margin15.3%
ALHCAlignment Healthcare, Inc.
FY2019 revenue $757.0MFY2020 revenue $959.2MFY2021 revenue $1.2BFY2022 revenue $1.4BFY2023 revenue $1.8BFY2024 revenue $2.7BFY2025 revenue $3.9B FY2019 net margin −5.9%FY2020 net margin −2.4%FY2021 net margin −16.7%FY2022 net margin −10.4%FY2023 net margin −8.1%FY2024 net margin −4.7%FY2025 net margin 0.0% FY2016FY2025
Revenue$3.9B Growth+46.1% Net margin0.0%
OMFOneMain Holdings, Inc.
FY2016 revenue $3.0BFY2017 revenue $2.9BFY2018 revenue $3.4BFY2019 revenue $3.8BFY2020 revenue $3.9BFY2021 revenue $4.0BFY2022 revenue $4.2BFY2023 revenue $4.3BFY2024 revenue $4.5BFY2025 revenue $4.9B FY2016 net margin 7.1%FY2017 net margin 6.2%FY2018 net margin 13.3%FY2019 net margin 22.6%FY2020 net margin 18.9%FY2021 net margin 33.2%FY2022 net margin 20.9%FY2023 net margin 15.0%FY2024 net margin 11.3%FY2025 net margin 16.0% FY2016FY2025
Revenue$4.9B Growth+8.9% Net margin16.0%
SOFISoFi Technologies, Inc.
FY2019 revenue $442.7MFY2020 revenue $565.5MFY2021 revenue $984.9MFY2022 revenue $1.6BFY2023 revenue $2.1BFY2024 revenue $2.7BFY2025 revenue $3.6B FY2019 net margin −54.1%FY2020 net margin −39.6%FY2021 net margin −49.1%FY2022 net margin −20.4%FY2023 net margin −14.2%FY2024 net margin 18.6%FY2025 net margin 13.3% FY2016FY2025
Revenue$3.6B Growth+23.1% Net margin13.3%
TPGTPG Inc.
FY2020 revenue $2.1BFY2021 revenue $5.0BFY2022 revenue $2.0BFY2023 revenue $2.4BFY2024 revenue $3.5BFY2025 revenue $4.7B FY2020 net margin 0.0%FY2021 net margin 0.0%FY2022 net margin 4.6%FY2023 net margin 3.4%FY2024 net margin 0.7%FY2025 net margin 4.0% FY2016FY2025
Revenue$4.7B Growth+16.1% Net margin4.0%
HOODRobinhood Markets
FY2019 revenue $277.5MFY2020 revenue $958.0MFY2021 revenue $1.8BFY2022 revenue $1.4BFY2023 revenue $1.9BFY2024 revenue $3.0BFY2025 revenue $4.5B FY2019 net margin −38.4%FY2020 net margin 0.7%FY2021 net margin −203.1%FY2022 net margin −75.7%FY2023 net margin −29.0%FY2024 net margin 47.8%FY2025 net margin 42.1% FY2016FY2025
Revenue$4.5B Growth+51.6% Net margin42.1%
AFRMAffirm Holdings, Inc.
FY2019 revenue $264.4MFY2020 revenue $509.5MFY2021 revenue $870.5MFY2022 revenue $1.3BFY2023 revenue $1.6BFY2024 revenue $2.3BFY2025 revenue $3.2B FY2019 net margin −45.6%FY2020 net margin −22.1%FY2021 net margin −50.7%FY2022 net margin −52.4%FY2023 net margin −62.1%FY2024 net margin −22.3%FY2025 net margin 1.6% FY2016FY2025
Revenue$3.2B Growth+34.9% Net margin1.6%
CNOCNO Financial Group, Inc.
FY2016 revenue $4.0BFY2017 revenue $4.3BFY2018 revenue $4.3BFY2019 revenue $4.0BFY2020 revenue $3.8BFY2021 revenue $4.1BFY2022 revenue $3.6BFY2023 revenue $4.1BFY2024 revenue $4.4BFY2025 revenue $4.5B FY2016 net margin 9.0%FY2017 net margin 4.1%FY2018 net margin −7.3%FY2019 net margin 10.2%FY2020 net margin 7.9%FY2021 net margin 13.8%FY2022 net margin 17.6%FY2023 net margin 6.7%FY2024 net margin 9.5%FY2025 net margin 5.1% FY2016FY2025
Revenue$4.5B Growth+0.9% Net margin5.1%
CPAYCorpay
FY2016 revenue $1.8BFY2017 revenue $2.2BFY2018 revenue $2.4BFY2019 revenue $2.6BFY2020 revenue $2.4BFY2021 revenue $2.8BFY2022 revenue $3.4BFY2023 revenue $3.8BFY2024 revenue $4.0BFY2025 revenue $4.5B FY2016 net margin 24.7%FY2017 net margin 32.9%FY2018 net margin 33.3%FY2019 net margin 33.8%FY2020 net margin 29.5%FY2021 net margin 29.6%FY2022 net margin 27.8%FY2023 net margin 26.1%FY2024 net margin 25.3%FY2025 net margin 23.6% FY2016FY2025
Revenue$4.5B Growth+13.9% Net margin23.6%
CBOECboe Global Markets
FY2016 revenue $703.1MFY2017 revenue $2.2BFY2018 revenue $2.8BFY2019 revenue $2.5BFY2020 revenue $3.4BFY2021 revenue $3.5BFY2022 revenue $4.0BFY2023 revenue $3.8BFY2024 revenue $4.1BFY2025 revenue $4.7B FY2016 net margin 26.6%FY2017 net margin 18.0%FY2018 net margin 15.4%FY2019 net margin 15.0%FY2020 net margin 13.7%FY2021 net margin 15.1%FY2022 net margin 5.9%FY2023 net margin 20.2%FY2024 net margin 18.7%FY2025 net margin 23.3% FY2016FY2025
Revenue$4.7B Growth+15.1% Net margin23.3%

Who rewrote the most

Share of the words changed in Risk Factors and in MD&A, latest 10-K against the one before

Risk FactorsMD&AEach company's latest 10-K, so the dates differ. A company that rewrote much may have reorganized the text.

Revenue, FY2016 to FY2025

Revenue as reported in the 10-K.

100 200 500 1000 FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025 ALHC: -, -, -, $757.0M, $959.2M, $1.2B, $1.4B, $1.8B, $2.7B, $3.9B ALHC OMF: $3.0B, $2.9B, $3.4B, $3.8B, $3.9B, $4.0B, $4.2B, $4.3B, $4.5B, $4.9B OMF SOFI: -, -, -, $442.7M, $565.5M, $984.9M, $1.6B, $2.1B, $2.7B, $3.6B SOFI TPG: -, -, -, -, $2.1B, $5.0B, $2.0B, $2.4B, $3.5B, $4.7B TPG HOOD: -, -, -, $277.5M, $958.0M, $1.8B, $1.4B, $1.9B, $3.0B, $4.5B HOOD AFRM: -, -, -, $264.4M, $509.5M, $870.5M, $1.3B, $1.6B, $2.3B, $3.2B AFRM CNO: $4.0B, $4.3B, $4.3B, $4.0B, $3.8B, $4.1B, $3.6B, $4.1B, $4.4B, $4.5B CNO CPAY: $1.8B, $2.2B, $2.4B, $2.6B, $2.4B, $2.8B, $3.4B, $3.8B, $4.0B, $4.5B CPAY CBOE: $703.1M, $2.2B, $2.8B, $2.5B, $3.4B, $3.5B, $4.0B, $3.8B, $4.1B, $4.7B CBOE EVR: $1.5B, $1.7B, $2.1B, $2.0B, $2.3B, $3.3B, $2.8B, $2.4B, $3.0B, $3.9B EVR
EVR is the bold green line; each peer has its own colour and dash, named at the line's end. Each company's first year in the window is 100, on a log scale: a line twice as high has doubled. A gap is a year with no number. A ring marks where a line starts: ALHC, SOFI, TPG, HOOD, AFRM have no earlier 10-K here.
CompanyFY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
EVR Dec $1.5B$1.7B$2.1B$2.0B$2.3B$3.3B$2.8B$2.4B$3.0B$3.9B
ALHC Dec ---$757.0M$959.2M$1.2B$1.4B$1.8B$2.7B$3.9B
OMF Dec $3.0B$2.9B$3.4B$3.8B$3.9B$4.0B$4.2B$4.3B$4.5B$4.9B
SOFI Dec ---$442.7M$565.5M$984.9M$1.6B$2.1B$2.7B$3.6B
TPG Dec ----$2.1B$5.0B$2.0B$2.4B$3.5B$4.7B
HOOD Dec ---$277.5M$958.0M$1.8B$1.4B$1.9B$3.0B$4.5B
AFRM Jun ---$264.4M$509.5M$870.5M$1.3B$1.6B$2.3B$3.2B
CNO Dec $4.0B$4.3B$4.3B$4.0B$3.8B$4.1B$3.6B$4.1B$4.4B$4.5B
CPAY Dec $1.8B$2.2B$2.4B$2.6B$2.4B$2.8B$3.4B$3.8B$4.0B$4.5B
CBOE Dec $703.1M$2.2B$2.8B$2.5B$3.4B$3.5B$4.0B$3.8B$4.1B$4.7B
Peer median$2.4B$2.6B$3.1B$1.6B$2.1B$2.8B$2.0B$2.4B$3.5B$4.5B

Sales growth, FY2016 to FY2025

Revenue against the fiscal year before.

−25.2% +245% FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025 ALHC: -, -, -, -, +26.7%, +22.2%, +22.7%, +27.2%, +48.3%, +46.1% ALHC OMF: +105%, −2.9%, +14.2%, +12.6%, +2.3%, +2.4%, +5.4%, +2.6%, +5.2%, +8.9% OMF SOFI: -, -, -, -, n/m, +140%, +52.2%, +11.8%, +19.4%, +23.1% SOFI TPG: -, -, -, -, -, +10.7%, +27.5%, +23.1%, +36.0%, +16.1% TPG HOOD: -, -, -, -, +245%, +89.5%, −25.2%, +37.3%, +58.2%, +51.6% HOOD AFRM: -, -, -, -, +96.8%, +55.5%, +30.2%, +12.1%, +31.8%, +34.9% AFRM CNO: +4.5%, +7.8%, +0.4%, −6.9%, −4.8%, +7.9%, −13.2%, +15.9%, +7.3%, +0.9% CNO CPAY: +7.6%, +22.8%, +8.2%, +8.8%, −9.8%, +18.6%, +20.9%, +9.6%, +5.8%, +13.9% CPAY CBOE: +5.9%, +217%, +24.2%, −9.8%, +37.3%, +2.0%, +13.3%, −4.7%, +8.5%, +15.1% CBOE EVR: +17.5%, +18.4%, +20.8%, −2.6%, +12.6%, +44.7%, −16.0%, −12.1%, +22.7%, +29.5% EVR
EVR is the bold green line; each peer has its own colour and dash, named at the line's end. One scale from −25.2% to +245%. A gap is a year with no number. A ring marks where a line starts: ALHC, SOFI, TPG, HOOD, AFRM have no earlier 10-K here.
CompanyFY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
EVR Dec +17.5%+18.4%+20.8%−2.6%+12.6%+44.7%−16.0%−12.1%+22.7%+29.5%
ALHC Dec ----+26.7%+22.2%+22.7%+27.2%+48.3%+46.1%
OMF Dec +105%−2.9%+14.2%+12.6%+2.3%+2.4%+5.4%+2.6%+5.2%+8.9%
SOFI Dec ----n/m+140%+52.2%+11.8%+19.4%+23.1%
TPG Dec -----+10.7%+27.5%+23.1%+36.0%+16.1%
HOOD Dec ----+245%+89.5%−25.2%+37.3%+58.2%+51.6%
AFRM Jun ----+96.8%+55.5%+30.2%+12.1%+31.8%+34.9%
CNO Dec +4.5%+7.8%+0.4%−6.9%−4.8%+7.9%−13.2%+15.9%+7.3%+0.9%
CPAY Dec +7.6%+22.8%+8.2%+8.8%−9.8%+18.6%+20.9%+9.6%+5.8%+13.9%
CBOE Dec +5.9%+217%+24.2%−9.8%+37.3%+2.0%+13.3%−4.7%+8.5%+15.1%
Peer median+6.7%+15.3%+11.2%+1.0%+26.7%+18.6%+20.9%+12.1%+19.4%+16.1%

Gross margin, FY2016 to FY2025

Gross profit / revenue.

36.6% 80.6% FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025 CBOE: 80.6%, 44.7%, 44.0%, 45.5%, 36.6%, 42.2%, 44.0%, 50.8%, 50.6%, 51.5% CBOE
EVR is the bold green line; each peer has its own colour and dash, named at the line's end. One scale from 36.6% to 80.6%. A gap is a year with no number.
CompanyFY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
EVR Dec ----------
ALHC Dec ----------
OMF Dec ----------
SOFI Dec ----------
TPG Dec ----------
HOOD Dec ----------
AFRM Jun ----------
CNO Dec ----------
CPAY Dec ----------
CBOE Dec 80.6%44.7%44.0%45.5%36.6%42.2%44.0%50.8%50.6%51.5%
Peer median----------

Operating margin, FY2016 to FY2025

Operating income / revenue.

−75.6% 46.5% FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025 ALHC: -, -, -, −3.9%, −0.5%, −15.2%, −9.0%, −7.0%, −3.8%, 0.4% ALHC AFRM: -, -, -, −48.2%, −21.2%, −44.1%, −64.2%, −75.6%, −26.5%, −2.7% AFRM CNO: -, 10.6%, 8.8%, 9.2%, 12.1%, 12.5%, 13.0%, 11.1%, 12.4%, 12.3% CNO CPAY: 41.2%, 39.3%, 44.8%, 46.5%, 40.7%, 43.8%, 42.2%, 44.1%, 45.0%, 44.0% CPAY CBOE: 42.4%, 16.7%, 21.6%, 21.5%, 19.3%, 23.1%, 12.4%, 28.0%, 26.8%, 31.1% CBOE
EVR is the bold green line; each peer has its own colour and dash, named at the line's end. One scale from −75.6% to 46.5%. A gap is a year with no number. A ring marks where a line starts: ALHC, AFRM, CNO have no earlier 10-K here.
CompanyFY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
EVR Dec ----------
ALHC Dec ---−3.9%−0.5%−15.2%−9.0%−7.0%−3.8%0.4%
OMF Dec ----------
SOFI Dec ----------
TPG Dec ----------
HOOD Dec ----------
AFRM Jun ---−48.2%−21.2%−44.1%−64.2%−75.6%−26.5%−2.7%
CNO Dec -10.6%8.8%9.2%12.1%12.5%13.0%11.1%12.4%12.3%
CPAY Dec 41.2%39.3%44.8%46.5%40.7%43.8%42.2%44.1%45.0%44.0%
CBOE Dec 42.4%16.7%21.6%21.5%19.3%23.1%12.4%28.0%26.8%31.1%
Peer median-16.7%21.6%9.2%12.1%12.5%12.4%11.1%12.4%12.3%

Net margin, FY2016 to FY2025

Net income / revenue.

−203.1% 47.8% FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025 ALHC: -, -, -, −5.9%, −2.4%, −16.7%, −10.4%, −8.1%, −4.7%, 0.0% ALHC OMF: 7.1%, 6.2%, 13.3%, 22.6%, 18.9%, 33.2%, 20.9%, 15.0%, 11.3%, 16.0% OMF SOFI: -, -, -, −54.1%, −39.6%, −49.1%, −20.4%, −14.2%, 18.6%, 13.3% SOFI TPG: -, -, -, -, 0.0%, 0.0%, 4.6%, 3.4%, 0.7%, 4.0% TPG HOOD: -, -, -, −38.4%, 0.7%, −203.1%, −75.7%, −29.0%, 47.8%, 42.1% HOOD AFRM: -, -, -, −45.6%, −22.1%, −50.7%, −52.4%, −62.1%, −22.3%, 1.6% AFRM CNO: 9.0%, 4.1%, −7.3%, 10.2%, 7.9%, 13.8%, 17.6%, 6.7%, 9.5%, 5.1% CNO CPAY: 24.7%, 32.9%, 33.3%, 33.8%, 29.5%, 29.6%, 27.8%, 26.1%, 25.3%, 23.6% CPAY CBOE: 26.6%, 18.0%, 15.4%, 15.0%, 13.7%, 15.1%, 5.9%, 20.2%, 18.7%, 23.3% CBOE EVR: 7.4%, 7.3%, 18.1%, 14.7%, 15.3%, 22.4%, 17.1%, 10.5%, 12.6%, 15.3% EVR
EVR is the bold green line; each peer has its own colour and dash, named at the line's end. One scale from −203.1% to 47.8%. A gap is a year with no number. A ring marks where a line starts: ALHC, SOFI, TPG, HOOD, AFRM have no earlier 10-K here.
CompanyFY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
EVR Dec 7.4%7.3%18.1%14.7%15.3%22.4%17.1%10.5%12.6%15.3%
ALHC Dec ---−5.9%−2.4%−16.7%−10.4%−8.1%−4.7%0.0%
OMF Dec 7.1%6.2%13.3%22.6%18.9%33.2%20.9%15.0%11.3%16.0%
SOFI Dec ---−54.1%−39.6%−49.1%−20.4%−14.2%18.6%13.3%
TPG Dec ----0.0%0.0%4.6%3.4%0.7%4.0%
HOOD Dec ---−38.4%0.7%−203.1%−75.7%−29.0%47.8%42.1%
AFRM Jun ---−45.6%−22.1%−50.7%−52.4%−62.1%−22.3%1.6%
CNO Dec 9.0%4.1%−7.3%10.2%7.9%13.8%17.6%6.7%9.5%5.1%
CPAY Dec 24.7%32.9%33.3%33.8%29.5%29.6%27.8%26.1%25.3%23.6%
CBOE Dec 26.6%18.0%15.4%15.0%13.7%15.1%5.9%20.2%18.7%23.3%
Peer median16.8%12.1%14.4%2.1%0.7%0.0%4.6%3.4%11.3%13.3%

Free cash flow, FY2016 to FY2025

Cash from operations minus capital spending.

−$7.3B $1.9B FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025 ALHC: -, -, -, -, -, -, −$69.2M, −$95.2M, −$6.6M, $113.1M ALHC SOFI: -, -, -, −$92.3M, −$503.9M, −$1.4B, −$7.3B, −$7.3B, −$1.3B, −$4.0B SOFI HOOD: -, -, -, $1.3B, $1.9B, −$948.0M, −$880.0M, -, -, - HOOD AFRM: -, -, -, −$107.1M, −$92.3M, −$213.4M, −$248.5M, −$108.6M, $290.8M, $601.7M AFRM CPAY: $649.2M, $610.0M, $822.0M, $1.1B, $1.4B, $1.1B, $603.4M, $1.9B, $1.8B, $1.3B CPAY CBOE: $185.2M, $336.9M, $498.4M, $597.7M, $1.4B, $545.8M, $591.3M, $1.0B, $1.0B, $1.7B CBOE EVR: $403.4M, $475.9M, $816.2M, $433.9M, $925.0M, $1.4B, $508.2M, $437.9M, $958.0M, $1.2B EVR
EVR is the bold green line; each peer has its own colour and dash, named at the line's end. One scale from −$7.3B to $1.9B. A gap is a year with no number. A ring marks where a line starts: ALHC, SOFI, HOOD, AFRM have no earlier 10-K here.
CompanyFY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
EVR Dec $403.4M$475.9M$816.2M$433.9M$925.0M$1.4B$508.2M$437.9M$958.0M$1.2B
ALHC Dec ------−$69.2M−$95.2M−$6.6M$113.1M
OMF Dec ----------
SOFI Dec ---−$92.3M−$503.9M−$1.4B−$7.3B−$7.3B−$1.3B−$4.0B
TPG Dec ----------
HOOD Dec ---$1.3B$1.9B−$948.0M−$880.0M---
AFRM Jun ---−$107.1M−$92.3M−$213.4M−$248.5M−$108.6M$290.8M$601.7M
CNO Dec ----------
CPAY Dec $649.2M$610.0M$822.0M$1.1B$1.4B$1.1B$603.4M$1.9B$1.8B$1.3B
CBOE Dec $185.2M$336.9M$498.4M$597.7M$1.4B$545.8M$591.3M$1.0B$1.0B$1.7B
Peer median---$597.7M$1.4B−$213.4M−$158.8M−$95.2M$290.8M$601.7M

FCF margin, FY2016 to FY2025

Free cash flow / revenue.

−467.0% 451.4% FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025 ALHC: -, -, -, -, -, -, −4.8%, −5.2%, −0.2%, 2.9% ALHC SOFI: -, -, -, −20.9%, −89.1%, −142.4%, −467.0%, −345.7%, −47.6%, −110.3% SOFI HOOD: -, -, -, 451.4%, 193.3%, −52.2%, −64.8%, -, -, - HOOD AFRM: -, -, -, −40.5%, −18.1%, −24.5%, −18.4%, −6.8%, 12.5%, 18.7% AFRM CPAY: 35.4%, 27.1%, 33.8%, 41.0%, 58.4%, 38.3%, 17.6%, 51.8%, 44.4%, 28.7% CPAY CBOE: 26.3%, 15.1%, 18.0%, 23.9%, 41.2%, 15.6%, 14.9%, 27.3%, 25.4%, 35.7% CBOE EVR: 27.7%, 27.6%, 39.2%, 21.4%, 40.5%, 41.0%, 18.3%, 17.9%, 32.0%, 30.5% EVR
EVR is the bold green line; each peer has its own colour and dash, named at the line's end. One scale from −467.0% to 451.4%. A gap is a year with no number. A ring marks where a line starts: ALHC, SOFI, HOOD, AFRM have no earlier 10-K here.
CompanyFY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
EVR Dec 27.7%27.6%39.2%21.4%40.5%41.0%18.3%17.9%32.0%30.5%
ALHC Dec ------−4.8%−5.2%−0.2%2.9%
OMF Dec ----------
SOFI Dec ---−20.9%−89.1%−142.4%−467.0%−345.7%−47.6%−110.3%
TPG Dec ----------
HOOD Dec ---451.4%193.3%−52.2%−64.8%---
AFRM Jun ---−40.5%−18.1%−24.5%−18.4%−6.8%12.5%18.7%
CNO Dec ----------
CPAY Dec 35.4%27.1%33.8%41.0%58.4%38.3%17.6%51.8%44.4%28.7%
CBOE Dec 26.3%15.1%18.0%23.9%41.2%15.6%14.9%27.3%25.4%35.7%
Peer median---23.9%41.2%−24.5%−11.6%−5.2%12.5%18.7%

Return on equity, FY2016 to FY2025

Net income / shareholders' equity at the year end.

−128.2% 58.8% FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025 ALHC: -, -, -, n/m, −74.9%, −63.8%, −62.8%, −94.3%, −128.2%, −0.4% ALHC OMF: 7.0%, 5.6%, 11.8%, 19.7%, 21.2%, 43.3%, 28.9%, 20.1%, 16.0%, 23.0% OMF SOFI: -, -, -, n/m, n/m, −11.1%, −6.2%, −5.7%, 7.6%, 4.6% SOFI TPG: -, -, -, -, -, 0.0%, 3.0%, 2.4%, 0.7%, 4.5% TPG HOOD: -, -, -, n/m, n/m, −50.6%, −14.8%, −8.1%, 17.7%, 20.6% HOOD AFRM: -, -, -, n/m, n/m, −17.1%, −27.0%, −38.9%, −19.0%, 1.7% AFRM CNO: 8.0%, 3.6%, −9.3%, 8.8%, 5.5%, 15.5%, 35.7%, 12.5%, 16.7%, 8.7% CNO CPAY: 14.7%, 20.1%, 24.3%, 24.1%, 21.0%, 29.3%, 37.5%, 29.9%, 32.1%, 27.5% CPAY CBOE: 58.8%, 12.9%, 13.2%, 11.2%, 14.0%, 14.7%, 6.8%, 19.1%, 17.9%, 21.4% CBOE EVR: 20.4%, 23.1%, 49.8%, 34.2%, 28.5%, 56.1%, 31.0%, 16.2%, 22.2%, 29.1% EVR
EVR is the bold green line; each peer has its own colour and dash, named at the line's end. One scale from −128.2% to 58.8%. A gap is a year with no number. A ring marks where a line starts: ALHC, SOFI, TPG, HOOD, AFRM have no earlier 10-K here.
CompanyFY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
EVR Dec 20.4%23.1%49.8%34.2%28.5%56.1%31.0%16.2%22.2%29.1%
ALHC Dec ---n/m−74.9%−63.8%−62.8%−94.3%−128.2%−0.4%
OMF Dec 7.0%5.6%11.8%19.7%21.2%43.3%28.9%20.1%16.0%23.0%
SOFI Dec ---n/mn/m−11.1%−6.2%−5.7%7.6%4.6%
TPG Dec -----0.0%3.0%2.4%0.7%4.5%
HOOD Dec ---n/mn/m−50.6%−14.8%−8.1%17.7%20.6%
AFRM Jun ---n/mn/m−17.1%−27.0%−38.9%−19.0%1.7%
CNO Dec 8.0%3.6%−9.3%8.8%5.5%15.5%35.7%12.5%16.7%8.7%
CPAY Dec 14.7%20.1%24.3%24.1%21.0%29.3%37.5%29.9%32.1%27.5%
CBOE Dec 58.8%12.9%13.2%11.2%14.0%14.7%6.8%19.1%17.9%21.4%
Peer median11.3%9.2%12.5%15.5%14.0%0.0%3.0%2.4%16.0%8.7%

Debt / equity, FY2016 to FY2025

Total debt / shareholders' equity at the year end.

0.00 6.72 FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025 ALHC: -, -, -, -, 4.71, 0.49, 0.68, 1.03, 3.22, 1.80 ALHC OMF: 4.55, 4.59, 4.00, 3.98, 5.17, 5.84, 6.06, 6.22, 6.72, 6.67 OMF SOFI: -, -, -, -, n/m, 0.90, 1.05, 1.00, 0.47, 0.17 SOFI TPG: -, -, -, -, -, -, 0.14, 0.28, 0.36, 0.42 TPG HOOD: -, -, -, -, -, -, -, -, -, 0.00 HOOD AFRM: -, -, -, -, -, -, -, -, 0.67, 2.48 AFRM CNO: 0.20, 0.19, 0.27, -, -, -, -, -, -, - CNO CPAY: 1.25, 1.23, 1.44, 1.36, 1.28, 2.09, 2.77, 2.05, 2.56, 2.58 CPAY CBOE: 0.00, 0.40, 0.38, 0.26, 0.36, 0.36, 0.50, 0.36, 0.34, 0.28 CBOE EVR: -, -, -, 0.43, 0.31, 0.28, 0.24, 0.24, 0.22, 0.29 EVR
EVR is the bold green line; each peer has its own colour and dash, named at the line's end. One scale from 0.00 to 6.72. A gap is a year with no number. A ring marks where a line starts: EVR, ALHC, SOFI, TPG, HOOD, AFRM have no earlier 10-K here.
CompanyFY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
EVR Dec ---0.430.310.280.240.240.220.29
ALHC Dec ----4.710.490.681.033.221.80
OMF Dec 4.554.594.003.985.175.846.066.226.726.67
SOFI Dec ----n/m0.901.051.000.470.17
TPG Dec ------0.140.280.360.42
HOOD Dec ---------0.00
AFRM Jun --------0.672.48
CNO Dec 0.200.190.27-------
CPAY Dec 1.251.231.441.361.282.092.772.052.562.58
CBOE Dec 0.000.400.380.260.360.360.500.360.340.28
Peer median0.730.810.911.363.000.900.861.020.671.11

EPS (diluted), FY2016 to FY2025

Diluted earnings per share, on today's share count after splits.

−$7.49 $17.08 FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025 ALHC: -, -, -, −$0.33, −$0.15, −$1.14, −$0.83, −$0.79, −$0.67, $0.00 ALHC OMF: $1.59, $1.35, $3.29, $6.27, $5.41, $9.88, $7.01, $5.32, $4.24, $6.56 OMF SOFI: -, -, -, −$4.02, −$4.30, −$1.00, −$0.40, −$0.36, $0.39, $0.39 SOFI TPG: -, -, -, -, -, $0.00, −$0.19, −$0.04, −$0.42, $0.45 TPG HOOD: -, -, -, −$0.48, $0.01, −$7.49, −$1.17, −$0.61, $1.56, $2.05 HOOD AFRM: -, -, -, −$2.84, −$2.63, −$2.94, −$2.51, −$3.34, −$1.67, $0.15 AFRM CNO: $2.01, $1.02, −$1.90, $2.61, $2.11, $4.35, $5.36, $2.40, $3.89, $2.30 CNO CPAY: $4.75, $7.91, $8.81, $9.94, $8.12, $9.99, $12.42, $13.20, $13.97, $15.03 CPAY CBOE: $2.27, $3.69, $3.76, $3.34, $4.27, $4.92, $2.19, $7.13, $7.21, $10.42 CBOE EVR: $2.43, $2.80, $8.33, $6.89, $8.22, $17.08, $11.61, $6.37, $9.08, $14.05 EVR
EVR is the bold green line; each peer has its own colour and dash, named at the line's end. One scale from −$7.49 to $17.08. A gap is a year with no number. A ring marks where a line starts: ALHC, SOFI, TPG, HOOD, AFRM have no earlier 10-K here.
CompanyFY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
EVR Dec $2.43$2.80$8.33$6.89$8.22$17.08$11.61$6.37$9.08$14.05
ALHC Dec ---−$0.33−$0.15−$1.14−$0.83−$0.79−$0.67$0.00
OMF Dec $1.59$1.35$3.29$6.27$5.41$9.88$7.01$5.32$4.24$6.56
SOFI Dec ---−$4.02−$4.30−$1.00−$0.40−$0.36$0.39$0.39
TPG Dec -----$0.00−$0.19−$0.04−$0.42$0.45
HOOD Dec ---−$0.48$0.01−$7.49−$1.17−$0.61$1.56$2.05
AFRM Jun ---−$2.84−$2.63−$2.94−$2.51−$3.34−$1.67$0.15
CNO Dec $2.01$1.02−$1.90$2.61$2.11$4.35$5.36$2.40$3.89$2.30
CPAY Dec $4.75$7.91$8.81$9.94$8.12$9.99$12.42$13.20$13.97$15.03
CBOE Dec $2.27$3.69$3.76$3.34$4.27$4.92$2.19$7.13$7.21$10.42
Peer median$2.14$2.52$3.52$1.14$1.06$0.00−$0.19−$0.04$1.56$2.05

Fiscal years are lined up as each company's 10-K names them; the month next to a ticker is when its year ends. Hover a number for the XBRL line items and the filing; click it to open the filing on sec.gov. "n/m" means not meaningful: equity below zero, or a base so close to zero that the ratio says nothing. The peer median leaves out EVR and needs at least three peers with the number. P/E, P/S and P/FCF at each year end appear here once the site has daily prices. What the same companies write about AI, tariffs and more

Sources

Each company's 10-K, from SEC's XBRL company facts. Every number links to its filing in the Inline XBRL viewer.

Also

Financials: EVR's own statements, year by year. Compare: the whole peer group on one page.

Work with it

Excel workbook · CSV. Google Sheet that stays up to date: paste =IMPORTDATA("https://tickdelta.com/company/EVR/export.csv") into a cell.

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