The Filing Desk

Evercore vs LPL Financial

Evercore EVR · LPL Financial LPLA · Investment Banking & Brokerage

LPL Financial reported revenue of $17.0 billion in fiscal 2025, 4.4 times Evercore's $3.9 billion in fiscal 2025. Evercore's revenue grew 29.5% in its latest year, and LPL Financial's grew 37.2%. Free cash flow was $1.2 billion at Evercore and −$982 million at LPL Financial.

Side by side

EvercoreLPL Financial
Latest fiscal yearFY2025, Dec 31, 2025FY2025, Dec 31, 2025
Revenue$3.9B$17.0B
Revenue growth29.5%37.2%
Revenue growth a year, last 5 years11.2%23.7%
Gross margin——
Operating margin——
Net margin15.3%5.1%
Free cash flow$1.2B−$982M
Free cash flow margin30.5%−5.8%
Return on capital—12.3%
Net debt to EBITDA−2.9x3.1x
Dividends and buybacks$144M$194M
Change in diluted share count1.2%4.8%
Last close$257.40$317.23
P/E at the last close14.5×25.2×
Insider trades, last 12 monthsbought $580,860, sold $5.1 millionsold $7.7 million
Piotroski F-score5 of 8—
Amounts in each company's own currency, US$ unless marked (a foreign company may report in another), each company's latest fiscal year from its 10-K, or 20-F or 40-F for a foreign company. Growth rates compare with the year before; the five-year rate is the average a year. Free cash flow is cash from operations minus capital spending; return on capital is after-tax operating income over the money invested in the business; P/E is the last close over the latest earnings per share. Banks are measured differently (return on equity, efficiency ratio), so some rows apply to one company only.

Ten years

Revenue
US$ billions, fiscal years
EvercoreLPL Financial
Operating margin
Percent of revenue
EvercoreLPL Financial
Free cash flow
US$ billions. Cash from operations minus capital expenditure.
EvercoreLPL Financial

Start a new comparison

Source: the companies' Form 10-K filings, from SEC EDGAR, and the last close. For information only, not investment advice: the figures describe results, not which company is the better investment. The Filing Desk is not affiliated with either company. Full figures on the Evercore and LPL Financial pages.