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Evercore (EVR) Competitors

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$334.99 +0.24 (+0.07%)
Closing price 03:59 PM Eastern
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$334.08 -0.91 (-0.27%)
As of 06:18 PM Eastern
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EVR vs. CG, GS, HLI, JEF, and KKR

Should you buy Evercore stock or one of its competitors? MarketBeat compares Evercore with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Evercore include Carlyle Group (CG), The Goldman Sachs Group (GS), Houlihan Lokey (HLI), Jefferies Financial Group (JEF), and KKR & Co. Inc. (KKR). These companies are all part of the "finance" sector.

How does Evercore compare to Carlyle Group?

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

Evercore has a net margin of 16.33% compared to Carlyle Group's net margin of 13.46%. Evercore's return on equity of 39.29% beat Carlyle Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Carlyle Group13.46% 20.95% 5.28%
Evercore 16.33%39.29%18.58%

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Carlyle Group$4.78B3.32$808.70M$1.4630.23
Evercore$3.86B3.36$591.92M$17.7318.89

Carlyle Group has a beta of 1.84, indicating that its stock price is 84% more volatile than the broader market. Comparatively, Evercore has a beta of 1.49, indicating that its stock price is 49% more volatile than the broader market.

Carlyle Group presently has a consensus target price of $60.71, indicating a potential upside of 37.55%. Evercore has a consensus target price of $373.90, indicating a potential upside of 11.62%. Given Carlyle Group's higher possible upside, research analysts clearly believe Carlyle Group is more favorable than Evercore.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Carlyle Group
1 Sell rating(s)
8 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.38
Evercore
1 Sell rating(s)
5 Hold rating(s)
6 Buy rating(s)
1 Strong Buy rating(s)
2.54

In the previous week, Carlyle Group had 9 more articles in the media than Evercore. MarketBeat recorded 13 mentions for Carlyle Group and 4 mentions for Evercore. Evercore's average media sentiment score of 0.52 beat Carlyle Group's score of 0.16 indicating that Evercore is being referred to more favorably in the news media.

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

Carlyle Group pays an annual dividend of $1.40 per share and has a dividend yield of 3.2%. Evercore pays an annual dividend of $3.56 per share and has a dividend yield of 1.1%. Carlyle Group pays out 95.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Evercore pays out 20.1% of its earnings in the form of a dividend. Carlyle Group has increased its dividend for 4 consecutive years and Evercore has increased its dividend for 18 consecutive years.

55.9% of Carlyle Group shares are owned by institutional investors. Comparatively, 86.2% of Evercore shares are owned by institutional investors. 25.4% of Carlyle Group shares are owned by insiders. Comparatively, 3.5% of Evercore shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Summary

Evercore beats Carlyle Group on 11 of the 20 factors compared between the two stocks.

How does Evercore compare to The Goldman Sachs Group?

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

Evercore has a net margin of 16.33% compared to The Goldman Sachs Group's net margin of 14.13%. Evercore's return on equity of 39.29% beat The Goldman Sachs Group's return on equity.

Company Net Margins Return on Equity Return on Assets
The Goldman Sachs Group14.13% 16.53% 0.97%
Evercore 16.33%39.29%18.58%

The Goldman Sachs Group has a beta of 1.3, meaning that its share price is 30% more volatile than the broader market. Comparatively, Evercore has a beta of 1.49, meaning that its share price is 49% more volatile than the broader market.

The Goldman Sachs Group presently has a consensus price target of $986.91, indicating a potential downside of 5.75%. Evercore has a consensus price target of $373.90, indicating a potential upside of 11.62%. Given Evercore's stronger consensus rating and higher possible upside, analysts plainly believe Evercore is more favorable than The Goldman Sachs Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
The Goldman Sachs Group
1 Sell rating(s)
13 Hold rating(s)
10 Buy rating(s)
0 Strong Buy rating(s)
2.38
Evercore
1 Sell rating(s)
5 Hold rating(s)
6 Buy rating(s)
1 Strong Buy rating(s)
2.54

The Goldman Sachs Group has higher revenue and earnings than Evercore. Evercore is trading at a lower price-to-earnings ratio than The Goldman Sachs Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
The Goldman Sachs Group$125.10B2.47$17.18B$54.7219.14
Evercore$3.86B3.36$591.92M$17.7318.89

The Goldman Sachs Group pays an annual dividend of $18.00 per share and has a dividend yield of 1.7%. Evercore pays an annual dividend of $3.56 per share and has a dividend yield of 1.1%. The Goldman Sachs Group pays out 32.9% of its earnings in the form of a dividend. Evercore pays out 20.1% 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. The Goldman Sachs Group has raised its dividend for 13 consecutive years and Evercore has raised its dividend for 18 consecutive years.

In the previous week, The Goldman Sachs Group had 131 more articles in the media than Evercore. MarketBeat recorded 135 mentions for The Goldman Sachs Group and 4 mentions for Evercore. The Goldman Sachs Group's average media sentiment score of 0.68 beat Evercore's score of 0.52 indicating that The Goldman Sachs Group is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
The Goldman Sachs Group
65 Very Positive mention(s)
23 Positive mention(s)
21 Neutral mention(s)
11 Negative mention(s)
13 Very Negative mention(s)
Positive
Evercore
1 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

71.2% of The Goldman Sachs Group shares are owned by institutional investors. Comparatively, 86.2% of Evercore shares are owned by institutional investors. 0.6% of The Goldman Sachs Group shares are owned by company insiders. Comparatively, 3.5% of Evercore shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Summary

Evercore beats The Goldman Sachs Group on 12 of the 20 factors compared between the two stocks.

How does Evercore compare to Houlihan Lokey?

Evercore (NYSE:EVR) and Houlihan Lokey (NYSE:HLI) are both finance companies, but which is the superior stock? We will contrast the two businesses based on the strength of their valuation, risk, dividends, institutional ownership, analyst recommendations, profitability, earnings and media sentiment.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Evercore$3.86B3.36$591.92M$17.7318.89
Houlihan Lokey$2.62B3.50$425.70M$6.2221.32

Evercore has a net margin of 16.33% compared to Houlihan Lokey's net margin of 16.26%. Evercore's return on equity of 39.29% beat Houlihan Lokey's return on equity.

Company Net Margins Return on Equity Return on Assets
Evercore16.33% 39.29% 18.58%
Houlihan Lokey 16.26%22.88%13.33%

Evercore currently has a consensus target price of $373.90, suggesting a potential upside of 11.62%. Houlihan Lokey has a consensus target price of $180.50, suggesting a potential upside of 36.14%. Given Houlihan Lokey's higher probable upside, analysts clearly believe Houlihan Lokey is more favorable than Evercore.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Evercore
1 Sell rating(s)
5 Hold rating(s)
6 Buy rating(s)
1 Strong Buy rating(s)
2.54
Houlihan Lokey
0 Sell rating(s)
5 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.50

86.2% of Evercore shares are held by institutional investors. Comparatively, 78.1% of Houlihan Lokey shares are held by institutional investors. 3.5% of Evercore shares are held by company insiders. Comparatively, 22.8% of Houlihan Lokey shares are held by company 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.

Evercore pays an annual dividend of $3.56 per share and has a dividend yield of 1.1%. Houlihan Lokey pays an annual dividend of $2.80 per share and has a dividend yield of 2.1%. Evercore pays out 20.1% of its earnings in the form of a dividend. Houlihan Lokey pays out 45.0% 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. Evercore has increased its dividend for 18 consecutive years and Houlihan Lokey has increased its dividend for 9 consecutive years.

Evercore has a beta of 1.49, suggesting that its share price is 49% more volatile than the broader market. Comparatively, Houlihan Lokey has a beta of 0.95, suggesting that its share price is 5% less volatile than the broader market.

In the previous week, Houlihan Lokey had 13 more articles in the media than Evercore. MarketBeat recorded 17 mentions for Houlihan Lokey and 4 mentions for Evercore. Evercore's average media sentiment score of 0.52 beat Houlihan Lokey's score of 0.39 indicating that Evercore is being referred to more favorably in the media.

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

Summary

Evercore beats Houlihan Lokey on 14 of the 20 factors compared between the two stocks.

How does Evercore compare to Jefferies Financial Group?

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

Evercore pays an annual dividend of $3.56 per share and has a dividend yield of 1.1%. Jefferies Financial Group pays an annual dividend of $1.60 per share and has a dividend yield of 3.0%. Evercore pays out 20.1% of its earnings in the form of a dividend. Jefferies Financial Group pays out 44.7% 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. Evercore has raised its dividend for 18 consecutive years and Jefferies Financial Group has raised its dividend for 2 consecutive years.

86.2% of Evercore shares are held by institutional investors. Comparatively, 60.9% of Jefferies Financial Group shares are held by institutional investors. 3.5% of Evercore shares are held by insiders. Comparatively, 19.9% of Jefferies Financial Group shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

In the previous week, Jefferies Financial Group had 22 more articles in the media than Evercore. MarketBeat recorded 26 mentions for Jefferies Financial Group and 4 mentions for Evercore. Jefferies Financial Group's average media sentiment score of 0.68 beat Evercore's score of 0.52 indicating that Jefferies Financial Group is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Evercore
1 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Jefferies Financial Group
10 Very Positive mention(s)
2 Positive mention(s)
10 Neutral mention(s)
2 Negative mention(s)
2 Very Negative mention(s)
Positive

Jefferies Financial Group has higher revenue and earnings than Evercore. Jefferies Financial Group 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$3.86B3.36$591.92M$17.7318.89
Jefferies Financial Group$10.82B0.94$710.47M$3.5814.68

Evercore presently has a consensus price target of $373.90, suggesting a potential upside of 11.62%. Jefferies Financial Group has a consensus price target of $62.63, suggesting a potential upside of 19.15%. Given Jefferies Financial Group's higher possible upside, analysts clearly believe Jefferies Financial Group is more favorable than Evercore.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Evercore
1 Sell rating(s)
5 Hold rating(s)
6 Buy rating(s)
1 Strong Buy rating(s)
2.54
Jefferies Financial Group
1 Sell rating(s)
4 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.14

Evercore has a beta of 1.49, suggesting that its share price is 49% more volatile than the broader market. Comparatively, Jefferies Financial Group has a beta of 1.54, suggesting that its share price is 54% more volatile than the broader market.

Evercore has a net margin of 16.33% compared to Jefferies Financial Group's net margin of 7.58%. Evercore's return on equity of 39.29% beat Jefferies Financial Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Evercore16.33% 39.29% 18.58%
Jefferies Financial Group 7.58%9.23%1.31%

Summary

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

How does Evercore compare to KKR & Co. Inc.?

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

Evercore presently has a consensus target price of $373.90, suggesting a potential upside of 11.62%. KKR & Co. Inc. has a consensus target price of $132.08, suggesting a potential upside of 36.05%. Given KKR & Co. Inc.'s stronger consensus rating and higher probable upside, analysts plainly believe KKR & Co. Inc. is more favorable than Evercore.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Evercore
1 Sell rating(s)
5 Hold rating(s)
6 Buy rating(s)
1 Strong Buy rating(s)
2.54
KKR & Co. Inc.
0 Sell rating(s)
4 Hold rating(s)
10 Buy rating(s)
1 Strong Buy rating(s)
2.80

Evercore has a net margin of 16.33% compared to KKR & Co. Inc.'s net margin of 13.94%. Evercore's return on equity of 39.29% beat KKR & Co. Inc.'s return on equity.

Company Net Margins Return on Equity Return on Assets
Evercore16.33% 39.29% 18.58%
KKR & Co. Inc. 13.94%5.42%0.98%

Evercore pays an annual dividend of $3.56 per share and has a dividend yield of 1.1%. KKR & Co. Inc. pays an annual dividend of $0.78 per share and has a dividend yield of 0.8%. Evercore pays out 20.1% of its earnings in the form of a dividend. KKR & Co. Inc. pays out 26.5% 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. Evercore has raised its dividend for 18 consecutive years and KKR & Co. Inc. has raised its dividend for 5 consecutive years. Evercore is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

86.2% of Evercore shares are owned by institutional investors. Comparatively, 76.3% of KKR & Co. Inc. shares are owned by institutional investors. 3.5% of Evercore shares are owned by insiders. Comparatively, 23.2% of KKR & Co. Inc. shares are owned 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.

Evercore has a beta of 1.49, meaning that its share price is 49% more volatile than the broader market. Comparatively, KKR & Co. Inc. has a beta of 1.79, meaning that its share price is 79% more volatile than the broader market.

KKR & Co. Inc. has higher revenue and earnings than Evercore. Evercore is trading at a lower price-to-earnings ratio than KKR & Co. Inc., indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Evercore$3.86B3.36$591.92M$17.7318.89
KKR & Co. Inc.$19.46B4.48$2.37B$2.9433.02

In the previous week, KKR & Co. Inc. had 21 more articles in the media than Evercore. MarketBeat recorded 25 mentions for KKR & Co. Inc. and 4 mentions for Evercore. KKR & Co. Inc.'s average media sentiment score of 0.74 beat Evercore's score of 0.52 indicating that KKR & Co. Inc. is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Evercore
1 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
KKR & Co. Inc.
13 Very Positive mention(s)
0 Positive mention(s)
8 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

KKR & Co. Inc. beats Evercore on 11 of the 19 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$12.95B$122.53B$14.20B$23.40B
Dividend Yield1.06%1.63%5.70%4.03%
P/E Ratio18.8915.4620.4831.08
Price / Sales3.364.9643.48154.80
Price / Cash19.6320.2619.3418.64
Price / Book5.563.352.254.77
Net Income$591.92M$7.51B$1.13B$1.06B
7 Day Performance-5.80%-1.20%-0.76%-0.56%
1 Month Performance-6.31%4.83%0.61%-0.11%
1 Year Performance14.72%8.83%12.27%16.64%

Evercore Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
EVR
Evercore
4.9438 of 5 stars
$334.99
+0.1%
$373.90
+11.6%
+14.7%$12.95B$3.86B18.892,570
CG
Carlyle Group
4.5028 of 5 stars
$44.04
+2.8%
$62.00
+40.8%
-23.4%$15.42B$4.78B30.162,500
GS
The Goldman Sachs Group
4.4916 of 5 stars
$1,054.81
+3.3%
$974.18
-7.6%
+50.0%$301.20B$125.10B19.2847,400
HLI
Houlihan Lokey
4.8864 of 5 stars
$142.53
+1.7%
$191.29
+34.2%
-28.5%$9.68B$2.62B22.911,100
JEF
Jefferies Financial Group
4.9445 of 5 stars
$54.74
+4.0%
$62.63
+14.4%
-4.8%$10.76B$10.82B15.297,787

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This page (NYSE:EVR) was last updated on 7/13/2026 by MarketBeat.com Staff.
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