NYSE:EVR

Evercore Competitors

$137.25
+3.01 (+2.24 %)
(As of 04/16/2021 12:00 AM ET)
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Today's Range
$135.22
Now: $137.25
$137.48
50-Day Range
$119.58
MA: $131.87
$142.41
52-Week Range
$44.41
Now: $137.25
$144.13
Volume362,865 shs
Average Volume519,309 shs
Market Capitalization$5.77 billion
P/E Ratio24.60
Dividend Yield1.80%
Beta1.75

Competitors

Evercore (NYSE:EVR) Vs. MS, GS, SCHW, RJF, LPLA, and SF

Should you be buying EVR stock or one of its competitors? Companies in the sub-industry of "investment banking & brokerage" are considered alternatives and competitors to Evercore, including Morgan Stanley (MS), The Goldman Sachs Group (GS), The Charles Schwab (SCHW), Raymond James (RJF), LPL Financial (LPLA), and Stifel Financial (SF).

Evercore (NYSE:EVR) and Morgan Stanley (NYSE:MS) are both finance companies, but which is the superior business? We will compare the two businesses based on the strength of their valuation, institutional ownership, dividends, risk, earnings, analyst recommendations and profitability.

Profitability

This table compares Evercore and Morgan Stanley's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Evercore11.80%27.11%12.25%
Morgan Stanley19.16%12.33%1.02%

Institutional and Insider Ownership

88.8% of Evercore shares are held by institutional investors. Comparatively, 76.8% of Morgan Stanley shares are held by institutional investors. 9.8% of Evercore shares are held by insiders. Comparatively, 0.3% of Morgan Stanley shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Earnings & Valuation

This table compares Evercore and Morgan Stanley's top-line revenue, earnings per share (EPS) and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Evercore$2.01 billion2.87$297.44 million$7.7017.82
Morgan Stanley$53.82 billion2.73$9.04 billion$4.9815.78

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

Analyst Ratings

This is a summary of recent ratings for Evercore and Morgan Stanley, as reported by MarketBeat.com.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Evercore01713.00
Morgan Stanley061402.70

Evercore currently has a consensus target price of $138.7778, indicating a potential upside of 1.11%. Morgan Stanley has a consensus target price of $69.8947, indicating a potential downside of 11.06%. Given Evercore's stronger consensus rating and higher probable upside, analysts clearly believe Evercore is more favorable than Morgan Stanley.

Dividends

Evercore pays an annual dividend of $2.44 per share and has a dividend yield of 1.8%. Morgan Stanley pays an annual dividend of $1.40 per share and has a dividend yield of 1.8%. Evercore pays out 31.7% of its earnings in the form of a dividend. Morgan Stanley pays out 28.1% 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. Evercore has raised its dividend for 12 consecutive years and Morgan Stanley has raised its dividend for 1 consecutive years. Morgan Stanley is clearly the better dividend stock, given its higher yield and lower payout ratio.

Volatility and Risk

Evercore has a beta of 1.75, meaning that its stock price is 75% more volatile than the S&P 500. Comparatively, Morgan Stanley has a beta of 1.59, meaning that its stock price is 59% more volatile than the S&P 500.

Summary

Evercore beats Morgan Stanley on 12 of the 18 factors compared between the two stocks.

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

Profitability

This table compares Evercore and The Goldman Sachs Group's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Evercore11.80%27.11%12.25%
The Goldman Sachs Group16.65%11.23%0.83%

Insider & Institutional Ownership

88.8% of Evercore shares are owned by institutional investors. Comparatively, 68.1% of The Goldman Sachs Group shares are owned by institutional investors. 9.8% of Evercore shares are owned by insiders. Comparatively, 0.6% of The Goldman Sachs Group shares are owned 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.

Earnings and Valuation

This table compares Evercore and The Goldman Sachs Group's gross revenue, earnings per share (EPS) and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Evercore$2.01 billion2.87$297.44 million$7.7017.82
The Goldman Sachs Group$53.92 billion2.20$8.47 billion$21.0316.28

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

Analyst Recommendations

This is a breakdown of recent recommendations and price targets for Evercore and The Goldman Sachs Group, as reported by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Evercore01713.00
The Goldman Sachs Group151502.67

Evercore currently has a consensus target price of $138.7778, indicating a potential upside of 1.11%. The Goldman Sachs Group has a consensus target price of $349.1429, indicating a potential upside of 2.00%. Given The Goldman Sachs Group's higher probable upside, analysts plainly believe The Goldman Sachs Group is more favorable than Evercore.

Dividends

Evercore pays an annual dividend of $2.44 per share and has a dividend yield of 1.8%. The Goldman Sachs Group pays an annual dividend of $5.00 per share and has a dividend yield of 1.5%. Evercore pays out 31.7% of its earnings in the form of a dividend. The Goldman Sachs Group pays out 23.8% 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 12 consecutive years and The Goldman Sachs Group has raised its dividend for 1 consecutive years. Evercore is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Risk & Volatility

Evercore has a beta of 1.75, suggesting that its share price is 75% more volatile than the S&P 500. Comparatively, The Goldman Sachs Group has a beta of 1.5, suggesting that its share price is 50% more volatile than the S&P 500.

Summary

Evercore beats The Goldman Sachs Group on 11 of the 18 factors compared between the two stocks.

Evercore (NYSE:EVR) and The Charles Schwab (NYSE:SCHW) are both finance companies, but which is the better stock? We will contrast the two companies based on the strength of their institutional ownership, risk, dividends, earnings, valuation, profitability and analyst recommendations.

Insider & Institutional Ownership

88.8% of Evercore shares are owned by institutional investors. Comparatively, 77.5% of The Charles Schwab shares are owned by institutional investors. 9.8% of Evercore shares are owned by insiders. Comparatively, 10.8% of The Charles Schwab shares are owned 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.

Analyst Recommendations

This is a breakdown of recent recommendations and price targets for Evercore and The Charles Schwab, as reported by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Evercore01713.00
The Charles Schwab05912.73

Evercore currently has a consensus target price of $138.7778, indicating a potential upside of 1.11%. The Charles Schwab has a consensus target price of $67.10, indicating a potential upside of 3.65%. Given The Charles Schwab's higher probable upside, analysts plainly believe The Charles Schwab is more favorable than Evercore.

Earnings and Valuation

This table compares Evercore and The Charles Schwab's gross revenue, earnings per share (EPS) and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Evercore$2.01 billion2.87$297.44 million$7.7017.82
The Charles Schwab$10.72 billion10.91$3.70 billion$2.7223.80

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

Profitability

This table compares Evercore and The Charles Schwab's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Evercore11.80%27.11%12.25%
The Charles Schwab29.80%13.52%0.86%

Dividends

Evercore pays an annual dividend of $2.44 per share and has a dividend yield of 1.8%. The Charles Schwab pays an annual dividend of $0.72 per share and has a dividend yield of 1.1%. Evercore pays out 31.7% of its earnings in the form of a dividend. The Charles Schwab 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 12 consecutive years and The Charles Schwab has raised its dividend for 1 consecutive years. Evercore is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Risk & Volatility

Evercore has a beta of 1.75, suggesting that its share price is 75% more volatile than the S&P 500. Comparatively, The Charles Schwab has a beta of 1.17, suggesting that its share price is 17% more volatile than the S&P 500.

Summary

The Charles Schwab beats Evercore on 9 of the 17 factors compared between the two stocks.

Evercore (NYSE:EVR) and Raymond James (NYSE:RJF) are both finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their institutional ownership, earnings, risk, profitability, dividends, valuation and analyst recommendations.

Analyst Ratings

This is a summary of current ratings and recommmendations for Evercore and Raymond James, as reported by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Evercore01713.00
Raymond James02902.82

Evercore presently has a consensus price target of $138.7778, indicating a potential upside of 1.11%. Raymond James has a consensus price target of $120.80, indicating a potential downside of 6.91%. Given Evercore's stronger consensus rating and higher possible upside, equities analysts clearly believe Evercore is more favorable than Raymond James.

Insider & Institutional Ownership

88.8% of Evercore shares are owned by institutional investors. Comparatively, 75.1% of Raymond James shares are owned by institutional investors. 9.8% of Evercore shares are owned by company insiders. Comparatively, 10.8% of Raymond James shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Valuation & Earnings

This table compares Evercore and Raymond James' revenue, earnings per share (EPS) and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Evercore$2.01 billion2.87$297.44 million$7.7017.82
Raymond James$8.17 billion2.19$818 million$6.1121.24

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

Profitability

This table compares Evercore and Raymond James' net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Evercore11.80%27.11%12.25%
Raymond James10.02%12.29%1.88%

Dividends

Evercore pays an annual dividend of $2.44 per share and has a dividend yield of 1.8%. Raymond James pays an annual dividend of $1.56 per share and has a dividend yield of 1.2%. Evercore pays out 31.7% of its earnings in the form of a dividend. Raymond James pays out 25.5% 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 12 consecutive years and Raymond James has raised its dividend for 1 consecutive years. Evercore is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Volatility & Risk

Evercore has a beta of 1.75, meaning that its share price is 75% more volatile than the S&P 500. Comparatively, Raymond James has a beta of 1.35, meaning that its share price is 35% more volatile than the S&P 500.

Summary

Evercore beats Raymond James on 13 of the 18 factors compared between the two stocks.

Evercore (NYSE:EVR) and LPL Financial (NASDAQ:LPLA) are both finance companies, but which is the better business? We will compare the two companies based on the strength of their risk, institutional ownership, profitability, earnings, valuation, dividends and analyst recommendations.

Risk and Volatility

Evercore has a beta of 1.75, suggesting that its stock price is 75% more volatile than the S&P 500. Comparatively, LPL Financial has a beta of 1.49, suggesting that its stock price is 49% more volatile than the S&P 500.

Profitability

This table compares Evercore and LPL Financial's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Evercore11.80%27.11%12.25%
LPL Financial8.50%49.27%8.93%

Institutional & Insider Ownership

88.8% of Evercore shares are held by institutional investors. Comparatively, 95.7% of LPL Financial shares are held by institutional investors. 9.8% of Evercore shares are held by company insiders. Comparatively, 2.3% of LPL Financial shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Analyst Recommendations

This is a summary of current recommendations for Evercore and LPL Financial, as provided by MarketBeat.com.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Evercore01713.00
LPL Financial01802.89

Evercore presently has a consensus price target of $138.7778, indicating a potential upside of 1.11%. LPL Financial has a consensus price target of $125.45, indicating a potential downside of 15.01%. Given Evercore's stronger consensus rating and higher possible upside, research analysts plainly believe Evercore is more favorable than LPL Financial.

Valuation and Earnings

This table compares Evercore and LPL Financial's top-line revenue, earnings per share (EPS) and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Evercore$2.01 billion2.87$297.44 million$7.7017.82
LPL Financial$5.62 billion2.10$559.88 million$7.1820.56

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

Dividends

Evercore pays an annual dividend of $2.44 per share and has a dividend yield of 1.8%. LPL Financial pays an annual dividend of $1.00 per share and has a dividend yield of 0.7%. Evercore pays out 31.7% of its earnings in the form of a dividend. LPL Financial pays out 13.9% 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 12 consecutive years and LPL Financial has raised its dividend for 1 consecutive years. Evercore is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Summary

Evercore beats LPL Financial on 12 of the 18 factors compared between the two stocks.

Evercore (NYSE:EVR) and Stifel Financial (NYSE:SF) are both mid-cap finance companies, but which is the superior stock? We will contrast the two companies based on the strength of their profitability, analyst recommendations, earnings, dividends, risk, institutional ownership and valuation.

Risk & Volatility

Evercore has a beta of 1.75, indicating that its share price is 75% more volatile than the S&P 500. Comparatively, Stifel Financial has a beta of 1.59, indicating that its share price is 59% more volatile than the S&P 500.

Profitability

This table compares Evercore and Stifel Financial's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Evercore11.80%27.11%12.25%
Stifel Financial12.26%14.78%1.94%

Insider and Institutional Ownership

88.8% of Evercore shares are held by institutional investors. Comparatively, 56.5% of Stifel Financial shares are held by institutional investors. 9.8% of Evercore shares are held by insiders. Comparatively, 3.7% of Stifel Financial shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Analyst Recommendations

This is a breakdown of recent recommendations for Evercore and Stifel Financial, as reported by MarketBeat.com.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Evercore01713.00
Stifel Financial23101.83

Evercore presently has a consensus price target of $138.7778, indicating a potential upside of 1.11%. Stifel Financial has a consensus price target of $51.2222, indicating a potential downside of 26.75%. Given Evercore's stronger consensus rating and higher probable upside, research analysts clearly believe Evercore is more favorable than Stifel Financial.

Valuation & Earnings

This table compares Evercore and Stifel Financial's gross revenue, earnings per share (EPS) and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Evercore$2.01 billion2.87$297.44 million$7.7017.82
Stifel Financial$3.34 billion2.20$448.40 millionN/AN/A

Stifel Financial has higher revenue and earnings than Evercore.

Dividends

Evercore pays an annual dividend of $2.44 per share and has a dividend yield of 1.8%. Stifel Financial pays an annual dividend of $0.60 per share and has a dividend yield of 0.9%. Evercore pays out 31.7% of its earnings in the form of a dividend. Evercore has raised its dividend for 12 consecutive years. Evercore is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Summary

Evercore beats Stifel Financial on 13 of the 17 factors compared between the two stocks.


Evercore Competitors List

Competitor NameCompetitor BTM RankCompetitor PriceCompetitor Price ChangeCompetitor Market CapCompetitor RevenueCompetitor P/E RatioCompetitor Indicator(s)
Morgan Stanley logo
MS
Morgan Stanley
2.0$78.59+2.8%$147.01 billion$53.82 billion13.25Earnings Announcement
Dividend Announcement
Decrease in Short Interest
News Coverage
The Goldman Sachs Group logo
GS
The Goldman Sachs Group
2.2$342.31+1.1%$118.37 billion$53.92 billion14.42Earnings Announcement
Dividend Announcement
Analyst Report
Analyst Revision
The Charles Schwab logo
SCHW
The Charles Schwab
1.9$64.74+1.2%$116.91 billion$10.72 billion29.97Earnings Announcement
Analyst Upgrade
Analyst Revision
News Coverage
Raymond James logo
RJF
Raymond James
1.9$129.76+0.2%$17.87 billion$8.17 billion22.30Analyst Report
News Coverage
LPL Financial logo
LPLA
LPL Financial
1.5$147.60+0.0%$11.79 billion$5.62 billion24.56
Stifel Financial logo
SF
Stifel Financial
1.0$69.93+1.3%$7.36 billion$3.34 billion18.93
Lazard logo
LAZ
Lazard
2.4$45.16+0.8%$4.74 billion$2.67 billion17.71Analyst Upgrade
BGC Partners logo
BGCP
BGC Partners
1.3$5.92+0.7%$2.19 billion$2.10 billion53.82Increase in Short Interest
Gap Up
Piper Jaffray Companies logo
PJC
Piper Jaffray Companies
1.7$81.10+0.0%$1.16 billion$800.99 million13.23Gap Down
Cowen logo
COWN
Cowen
1.7$38.68+2.4%$1.03 billion$1.05 billion9.32Analyst Downgrade
Oppenheimer logo
OPY
Oppenheimer
1.0$44.66+0.4%$566.29 million$1.03 billion9.02Decrease in Short Interest
Greenhill & Co., Inc. logo
GHL
Greenhill & Co., Inc.
1.4$18.91+4.8%$368.97 million$301.01 million-30.02
(FBRC) logo
FBRC
(FBRC)
1.1$17.55+0.0%$124.61 millionN/A0.00
This page was last updated on 4/18/2021 by MarketBeat.com Staff
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