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Evercore (EVR) Competitors

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$301.10 +0.58 (+0.19%)
Closing price 07/25/2025 03:59 PM Eastern
Extended Trading
$296.15 -4.95 (-1.64%)
As of 07/25/2025 04:11 PM Eastern
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EVR vs. AMP, GS, HLI, JEF, KKR, LAZ, MC, MS, PIPR, and SF

Should you be buying Evercore stock or one of its competitors? The main competitors of Evercore include Ameriprise Financial (AMP), The Goldman Sachs Group (GS), Houlihan Lokey (HLI), Jefferies Financial Group (JEF), KKR & Co. Inc. (KKR), Lazard (LAZ), Moelis & Company (MC), Morgan Stanley (MS), Piper Sandler Companies (PIPR), and Stifel Financial (SF). These companies are all part of the "finance" sector.

Evercore vs. Its Competitors

Ameriprise Financial (NYSE:AMP) and Evercore (NYSE:EVR) are both large-cap finance companies, but which is the better stock? We will contrast the two businesses based on the strength of their earnings, valuation, dividends, risk, profitability, media sentiment, analyst recommendations and institutional ownership.

Ameriprise Financial pays an annual dividend of $6.40 per share and has a dividend yield of 1.2%. Evercore pays an annual dividend of $3.36 per share and has a dividend yield of 1.1%. Ameriprise Financial pays out 19.9% of its earnings in the form of a dividend. Evercore pays out 32.2% 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. Ameriprise Financial has increased its dividend for 21 consecutive years and Evercore has increased its dividend for 18 consecutive years. Ameriprise Financial is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Ameriprise Financial has a beta of 1.23, suggesting that its stock price is 23% more volatile than the S&P 500. Comparatively, Evercore has a beta of 1.43, suggesting that its stock price is 43% more volatile than the S&P 500.

Ameriprise Financial has higher revenue and earnings than Evercore. Ameriprise Financial 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
Ameriprise Financial$17.26B2.87$3.40B$32.1416.21
Evercore$2.98B3.95$378.28M$10.4528.81

In the previous week, Ameriprise Financial had 42 more articles in the media than Evercore. MarketBeat recorded 45 mentions for Ameriprise Financial and 3 mentions for Evercore. Ameriprise Financial's average media sentiment score of 0.86 beat Evercore's score of 0.13 indicating that Ameriprise Financial is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Ameriprise Financial
20 Very Positive mention(s)
6 Positive mention(s)
14 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Evercore
0 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Ameriprise Financial has a net margin of 18.30% compared to Evercore's net margin of 14.13%. Ameriprise Financial's return on equity of 65.90% beat Evercore's return on equity.

Company Net Margins Return on Equity Return on Assets
Ameriprise Financial18.30% 65.90% 2.02%
Evercore 14.13%26.53%13.34%

84.0% of Ameriprise Financial shares are held by institutional investors. Comparatively, 86.2% of Evercore shares are held by institutional investors. 0.7% of Ameriprise Financial shares are held by insiders. Comparatively, 6.1% of Evercore shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Ameriprise Financial currently has a consensus price target of $533.86, suggesting a potential upside of 2.46%. Evercore has a consensus price target of $283.14, suggesting a potential downside of 5.96%. Given Ameriprise Financial's higher probable upside, analysts plainly believe Ameriprise Financial is more favorable than Evercore.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Ameriprise Financial
2 Sell rating(s)
4 Hold rating(s)
1 Buy rating(s)
1 Strong Buy rating(s)
2.13
Evercore
0 Sell rating(s)
5 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.44

Summary

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

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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.
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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.
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EVR vs. The Competition

MetricEvercoreFIN IndustryFinance SectorNYSE Exchange
Market Cap$11.78B$98.18B$12.26B$21.03B
Dividend Yield1.12%1.86%5.54%3.59%
P/E Ratio28.0118.7419.0628.45
Price / Sales3.955.8226.1171.64
Price / Cash27.6324.5721.6322.92
Price / Book5.913.822.204.68
Net Income$378.28M$6.24B$998.02M$995.51M
7 Day Performance0.79%1.10%0.58%1.65%
1 Month Performance10.77%6.01%3.45%4.54%
1 Year Performance20.78%52.12%536.27%10.00%

Evercore Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
EVR
Evercore
4.3487 of 5 stars
$301.10
+0.2%
$283.14
-6.0%
+22.5%$11.78B$2.98B28.012,380Upcoming Earnings
AMP
Ameriprise Financial
4.6086 of 5 stars
$539.34
+0.6%
$526.43
-2.4%
+18.0%$51.36B$17.26B18.3313,600Trending News
Earnings Report
Dividend Announcement
Analyst Downgrade
Analyst Revision
GS
The Goldman Sachs Group
4.8157 of 5 stars
$713.30
+1.2%
$614.00
-13.9%
+48.2%$218.87B$126.85B16.5546,500Trending News
Insider Trade
Analyst Revision
HLI
Houlihan Lokey
4.4272 of 5 stars
$194.71
+2.7%
$206.40
+6.0%
+33.9%$13.59B$2.39B33.461,100News Coverage
Positive News
Upcoming Earnings
JEF
Jefferies Financial Group
4.5311 of 5 stars
$55.87
+2.2%
$66.00
+18.1%
+2.6%$11.52B$7.03B21.087,822Trending News
High Trading Volume
KKR
KKR & Co. Inc.
4.7764 of 5 stars
$139.43
-1.2%
$154.33
+10.7%
+30.4%$124.18B$21.88B58.834,834Positive News
Upcoming Earnings
LAZ
Lazard
4.6124 of 5 stars
$53.24
+2.6%
$51.00
-4.2%
+13.2%$6.00B$2.97B18.553,263Trending News
Earnings Report
Dividend Announcement
Analyst Forecast
Analyst Revision
MC
Moelis & Company
1.9976 of 5 stars
$70.83
+2.0%
$66.00
-6.8%
+5.2%$5.56B$1.28B32.491,309Trending News
Earnings Report
Dividend Announcement
Gap Up
MS
Morgan Stanley
4.8497 of 5 stars
$143.97
+1.2%
$136.69
-5.1%
+38.1%$230.97B$107.29B16.9080,000Trending News
Dividend Increase
Analyst Revision
PIPR
Piper Sandler Companies
N/A$305.47
+1.1%
$312.50
+2.3%
N/A$5.43B$1.53B26.701,805Upcoming Earnings
SF
Stifel Financial
4.1364 of 5 stars
$110.33
+2.0%
$110.88
+0.5%
+30.0%$11.33B$5.00B21.109,000News Coverage
Analyst Downgrade

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This page (NYSE:EVR) was last updated on 7/26/2025 by MarketBeat.com Staff
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