Evercore (EVR) Competitors

$196.25
+1.77 (+0.91%)
(As of 05/10/2024 ET)

EVR vs. LAZ, IVZ, HLNE, HLI, JHG, AMG, STEP, MC, AB, and CNS

Should you be buying Evercore stock or one of its competitors? The main competitors of Evercore include Lazard (LAZ), Invesco (IVZ), Hamilton Lane (HLNE), Houlihan Lokey (HLI), Janus Henderson Group (JHG), Affiliated Managers Group (AMG), StepStone Group (STEP), Moelis & Company (MC), AllianceBernstein (AB), and Cohen & Steers (CNS). These companies are all part of the "investment advice" industry.

Evercore vs.

Evercore (NYSE:EVR) and Lazard (NYSE:LAZ) are both mid-cap finance companies, but which is the superior stock? We will compare the two companies based on the strength of their earnings, analyst recommendations, community ranking, media sentiment, institutional ownership, risk, valuation, profitability and dividends.

Evercore has a beta of 1.44, indicating that its share price is 44% more volatile than the S&P 500. Comparatively, Lazard has a beta of 1.46, indicating that its share price is 46% more volatile than the S&P 500.

Lazard received 109 more outperform votes than Evercore when rated by MarketBeat users. Likewise, 64.61% of users gave Lazard an outperform vote while only 63.99% of users gave Evercore an outperform vote.

CompanyUnderperformOutperform
EvercoreOutperform Votes
510
63.99%
Underperform Votes
287
36.01%
LazardOutperform Votes
619
64.61%
Underperform Votes
339
35.39%

In the previous week, Lazard had 6 more articles in the media than Evercore. MarketBeat recorded 8 mentions for Lazard and 2 mentions for Evercore. Lazard's average media sentiment score of 0.78 beat Evercore's score of -0.50 indicating that Lazard is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Evercore
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Negative
Lazard
4 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Evercore pays an annual dividend of $3.04 per share and has a dividend yield of 1.5%. Lazard pays an annual dividend of $2.00 per share and has a dividend yield of 5.2%. Evercore pays out 47.7% of its earnings in the form of a dividend. Lazard pays out -571.4% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Lazard is clearly the better dividend stock, given its higher yield and lower payout ratio.

Evercore currently has a consensus price target of $180.67, indicating a potential downside of 7.94%. Lazard has a consensus price target of $45.67, indicating a potential upside of 18.06%. Given Lazard's stronger consensus rating and higher probable upside, analysts clearly believe Lazard is more favorable than Evercore.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Evercore
0 Sell rating(s)
4 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
Lazard
1 Sell rating(s)
1 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.50

86.2% of Evercore shares are held by institutional investors. Comparatively, 54.8% of Lazard shares are held by institutional investors. 8.7% of Evercore shares are held by insiders. Comparatively, 3.9% of Lazard shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Evercore has a net margin of 10.53% compared to Lazard's net margin of -0.63%. Lazard's return on equity of 37.27% beat Evercore's return on equity.

Company Net Margins Return on Equity Return on Assets
Evercore10.53% 16.53% 8.52%
Lazard -0.63%37.27%3.63%

Evercore has higher earnings, but lower revenue than Lazard. Lazard is trading at a lower price-to-earnings ratio than Evercore, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Evercore$2.43B3.13$255.48M$6.3730.81
Lazard$2.52B1.73-$75.48M-$0.35-110.51

Summary

Lazard beats Evercore on 12 of the 20 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding EVR and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip Chart

Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
Skip Chart

EVR vs. The Competition

MetricEvercoreInvestment advice IndustryFinance SectorNYSE Exchange
Market Cap$7.59B$9.27B$9.72B$17.89B
Dividend Yield1.55%24.20%6.30%3.47%
P/E Ratio30.8127.9737.1221.78
Price / Sales3.136.773,465.0110.04
Price / Cash26.5416.1128.1617.93
Price / Book4.613.473.096.05
Net Income$255.48M$306.09M$1.01B$966.66M
7 Day Performance3.38%1.06%1.06%1.48%
1 Month Performance2.81%0.41%2.59%2.59%
1 Year Performance85.25%27.02%19.68%131.38%

Evercore Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
LAZ
Lazard
4.0803 of 5 stars
$38.84
-2.5%
$45.67
+17.6%
+35.6%$4.38B$2.52B-110.973,291Short Interest ↑
IVZ
Invesco
4.4913 of 5 stars
$14.88
-0.5%
$16.79
+12.8%
+1.2%$6.68B$5.72B-19.848,500Short Interest ↓
HLNE
Hamilton Lane
4.7512 of 5 stars
$117.52
-0.2%
$109.67
-6.7%
+78.0%$6.35B$528.75M36.16600Short Interest ↓
News Coverage
Positive News
HLI
Houlihan Lokey
4.8169 of 5 stars
$134.24
+0.1%
$123.33
-8.1%
+51.5%$9.28B$1.81B33.312,610Earnings Report
Dividend Increase
Short Interest ↓
Analyst Revision
News Coverage
JHG
Janus Henderson Group
4.0676 of 5 stars
$33.03
flat
$28.93
-12.4%
+21.9%$5.30B$2.10B12.462,200Insider Selling
AMG
Affiliated Managers Group
4.585 of 5 stars
$155.55
-1.1%
$171.20
+10.1%
+12.4%$5.05B$2.06B8.974,000Earnings Report
Dividend Announcement
Analyst Forecast
Short Interest ↑
Analyst Revision
High Trading Volume
STEP
StepStone Group
1.9421 of 5 stars
$38.36
+1.5%
$35.21
-8.2%
+75.4%$4.23B$1.37B42.62980
MC
Moelis & Company
1.158 of 5 stars
$52.03
-0.7%
$50.80
-2.4%
+59.1%$3.89B$854.75M-273.841,161Insider Selling
News Coverage
Positive News
AB
AllianceBernstein
3.9872 of 5 stars
$32.65
-1.4%
$41.19
+26.1%
-6.3%$3.76B$4.16B13.554,707Short Interest ↑
News Coverage
CNS
Cohen & Steers
2.0881 of 5 stars
$71.09
-1.3%
$67.00
-5.7%
+29.3%$3.52B$489.64M27.66405Positive News

Related Companies and Tools

This page (NYSE:EVR) was last updated on 5/12/2024 by MarketBeat.com Staff

From Our Partners