Evercore (EVR) Competitors

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

Which has more volatility & risk, EVR or LPLA?

Evercore has a beta of 1.43, indicating that its share price is 43% more volatile than the S&P 500. Comparatively, LPL Financial has a beta of 0.64, indicating that its share price is 36% less volatile than the S&P 500.

Does the media prefer EVR or LPLA?

In the previous week, LPL Financial had 11 more articles in the media than Evercore. MarketBeat recorded 13 mentions for LPL Financial and 2 mentions for Evercore. LPL Financial's average media sentiment score of 1.07 beat Evercore's score of 0.94 indicating that LPL Financial 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)	1 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
LPL Financial	10 Very Positive mention(s)	0 Positive mention(s)	3 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Do institutionals and insiders hold more shares of EVR or LPLA?

86.2% of Evercore shares are owned by institutional investors. Comparatively, 95.7% of LPL Financial shares are owned by institutional investors. 6.1% of Evercore shares are owned by company insiders. Comparatively, 1.3% of LPL Financial shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Do analysts recommend EVR or LPLA?

Evercore presently has a consensus price target of $250.57, suggesting a potential downside of 12.78%. LPL Financial has a consensus price target of $387.69, suggesting a potential upside of 0.89%. Given LPL Financial's stronger consensus rating and higher possible upside, analysts clearly believe LPL Financial is more favorable than Evercore.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Evercore	0 Sell rating(s)	2 Hold rating(s)	5 Buy rating(s)	0 Strong Buy rating(s)	2.71
LPL Financial	0 Sell rating(s)	1 Hold rating(s)	12 Buy rating(s)	0 Strong Buy rating(s)	2.92

Is EVR or LPLA a better dividend stock?

Evercore pays an annual dividend of $3.36 per share and has a dividend yield of 1.2%. LPL Financial pays an annual dividend of $1.20 per share and has a dividend yield of 0.3%. Evercore pays out 32.2% of its earnings in the form of a dividend. LPL Financial pays out 8.3% 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. Evercore is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Which has preferable earnings & valuation, EVR or LPLA?

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

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Evercore	$3.09B	3.63	$378.28M	$10.45	27.49
LPL Financial	$12.39B	2.48	$1.06B	$14.45	26.59

Is EVR or LPLA more profitable?

Evercore has a net margin of 14.13% compared to LPL Financial's net margin of 8.23%. LPL Financial's return on equity of 46.34% beat Evercore's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Evercore	14.13%	26.53%	13.34%
LPL Financial	8.23%	46.34%	10.36%

Summary

LPL Financial beats Evercore on 11 of the 19 factors compared between the two stocks.