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Evercore (EVR) Competitors

Evercore logo
$301.83 -1.23 (-0.41%)
As of 01:40 PM Eastern

EVR vs. CG, GS, HLI, JEF, and KKR

Should you buy Evercore stock or one of its competitors? Evercore's main competitors and comparable companies include Carlyle Group (CG), The Goldman Sachs Group (GS), Houlihan Lokey (HLI), Jefferies Financial Group (JEF), and KKR & Co. Inc. (KKR). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "capital markets" industry.

How does Evercore compare to Carlyle Group?

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

In the previous week, Carlyle Group had 30 more articles in the media than Evercore. MarketBeat recorded 32 mentions for Carlyle Group and 2 mentions for Evercore. Evercore's average media sentiment score of 1.57 beat Carlyle Group's score of 1.04 indicating that Evercore is being referred to more favorably in the media.

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

Evercore pays an annual dividend of $3.56 per share and has a dividend yield of 1.2%. Carlyle Group pays an annual dividend of $1.40 per share and has a dividend yield of 2.9%. Evercore pays out 20.1% of its earnings in the form of a dividend. Carlyle Group pays out 145.8% 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 has raised its dividend for 18 consecutive years and Carlyle Group has raised its dividend for 4 consecutive years.

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
Evercore$3.86B3.03$591.92M$17.6917.07
Carlyle Group$4.78B3.60$808.70M$0.9649.81

Evercore currently has a consensus price target of $380.67, indicating a potential upside of 26.05%. Carlyle Group has a consensus price target of $59.79, indicating a potential upside of 25.02%. Given Evercore's stronger consensus rating and higher probable upside, equities analysts clearly believe Evercore is more favorable than Carlyle Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Evercore
0 Sell rating(s)
5 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.55
Carlyle Group
1 Sell rating(s)
8 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.38

86.2% of Evercore shares are held by institutional investors. Comparatively, 55.9% of Carlyle Group shares are held by institutional investors. 3.5% of Evercore shares are held by company insiders. Comparatively, 25.4% of Carlyle Group shares are held 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.

Evercore has a beta of 1.51, meaning that its stock price is 51% more volatile than the broader market. Comparatively, Carlyle Group has a beta of 1.83, meaning that its stock price is 83% more volatile than the broader market.

Evercore has a net margin of 15.74% compared to Carlyle Group's net margin of 10.08%. Evercore's return on equity of 39.11% beat Carlyle Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Evercore15.74% 39.11% 18.05%
Carlyle Group 10.08%22.52%5.62%

Summary

Evercore beats Carlyle Group on 10 of the 19 factors compared between the two stocks.

How does Evercore compare to The Goldman Sachs Group?

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

86.2% of Evercore shares are held by institutional investors. Comparatively, 71.2% of The Goldman Sachs Group shares are held by institutional investors. 3.5% of Evercore shares are held by insiders. Comparatively, 0.6% of The Goldman Sachs Group 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.

Evercore has a net margin of 15.74% compared to The Goldman Sachs Group's net margin of 15.53%. Evercore's return on equity of 39.11% beat The Goldman Sachs Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Evercore15.74% 39.11% 18.05%
The Goldman Sachs Group 15.53%19.16%1.07%

Evercore pays an annual dividend of $3.56 per share and has a dividend yield of 1.2%. The Goldman Sachs Group pays an annual dividend of $20.00 per share and has a dividend yield of 1.9%. Evercore pays out 20.1% of its earnings in the form of a dividend. The Goldman Sachs Group pays out 30.9% 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 18 consecutive years and The Goldman Sachs Group has raised its dividend for 13 consecutive years.

Evercore currently has a consensus target price of $380.67, indicating a potential upside of 26.05%. The Goldman Sachs Group has a consensus target price of $1,062.86, indicating a potential upside of 2.36%. Given Evercore's stronger consensus rating and higher possible upside, equities research analysts plainly believe Evercore is more favorable than The Goldman Sachs Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Evercore
0 Sell rating(s)
5 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.55
The Goldman Sachs Group
1 Sell rating(s)
11 Hold rating(s)
10 Buy rating(s)
2 Strong Buy rating(s)
2.54

In the previous week, The Goldman Sachs Group had 96 more articles in the media than Evercore. MarketBeat recorded 98 mentions for The Goldman Sachs Group and 2 mentions for Evercore. Evercore's average media sentiment score of 1.57 beat The Goldman Sachs Group's score of 0.86 indicating that Evercore is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Evercore
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
The Goldman Sachs Group
50 Very Positive mention(s)
19 Positive mention(s)
14 Neutral mention(s)
9 Negative mention(s)
5 Very Negative mention(s)
Positive

Evercore has a beta of 1.51, indicating that its stock price is 51% more volatile than the broader market. Comparatively, The Goldman Sachs Group has a beta of 1.3, indicating that its stock price is 30% more volatile than the broader market.

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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Evercore$3.86B3.03$591.92M$17.6917.07
The Goldman Sachs Group$66.20B4.57$17.18B$64.7916.03

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 better investment? We will contrast the two businesses based on the strength of their risk, earnings, analyst recommendations, dividends, profitability, media sentiment, institutional ownership and valuation.

Evercore pays an annual dividend of $3.56 per share and has a dividend yield of 1.2%. Houlihan Lokey pays an annual dividend of $2.80 per share and has a dividend yield of 2.3%. Evercore pays out 20.1% of its earnings in the form of a dividend. Houlihan Lokey pays out 47.1% 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 increased its dividend for 18 consecutive years and Houlihan Lokey has increased its dividend for 9 consecutive years.

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$3.86B3.03$591.92M$17.6917.07
Houlihan Lokey$2.52B3.39$425.70M$5.9520.83

Evercore presently has a consensus price target of $380.67, indicating a potential upside of 26.05%. Houlihan Lokey has a consensus price target of $166.38, indicating a potential upside of 34.22%. 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
0 Sell rating(s)
5 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.55
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 owned by institutional investors. Comparatively, 78.1% of Houlihan Lokey shares are owned by institutional investors. 3.5% of Evercore shares are owned by insiders. Comparatively, 22.5% of Houlihan Lokey shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Houlihan Lokey has a net margin of 16.10% compared to Evercore's net margin of 15.74%. Evercore's return on equity of 39.11% beat Houlihan Lokey's return on equity.

Company Net Margins Return on Equity Return on Assets
Evercore15.74% 39.11% 18.05%
Houlihan Lokey 16.10%20.20%11.71%

Evercore has a beta of 1.51, indicating that its stock price is 51% more volatile than the broader market. Comparatively, Houlihan Lokey has a beta of 0.95, indicating that its stock price is 5% less volatile than the broader market.

In the previous week, Houlihan Lokey had 6 more articles in the media than Evercore. MarketBeat recorded 8 mentions for Houlihan Lokey and 2 mentions for Evercore. Evercore's average media sentiment score of 1.57 beat Houlihan Lokey's score of 0.99 indicating that Evercore is being referred to more favorably in the media.

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

Summary

Evercore beats Houlihan Lokey on 12 of the 19 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 superior stock? We will contrast the two companies based on the strength of their media sentiment, profitability, earnings, valuation, institutional ownership, analyst recommendations, dividends and risk.

In the previous week, Jefferies Financial Group had 8 more articles in the media than Evercore. MarketBeat recorded 10 mentions for Jefferies Financial Group and 2 mentions for Evercore. Evercore's average media sentiment score of 1.57 beat Jefferies Financial Group's score of 0.99 indicating that Evercore is being referred to more favorably in the media.

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

Evercore has a beta of 1.51, indicating that its stock price is 51% more volatile than the broader market. Comparatively, Jefferies Financial Group has a beta of 1.54, indicating that its stock price is 54% more volatile than the broader market.

Evercore currently has a consensus target price of $380.67, suggesting a potential upside of 26.05%. Jefferies Financial Group has a consensus target price of $62.63, suggesting a potential upside of 14.22%. Given Evercore's stronger consensus rating and higher probable upside, analysts clearly believe Evercore is more favorable than Jefferies Financial Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Evercore
0 Sell rating(s)
5 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.55
Jefferies Financial Group
0 Sell rating(s)
5 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.29

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$3.86B3.03$591.92M$17.6917.07
Jefferies Financial Group$11.85B0.90$710.47M$3.5815.32

Evercore pays an annual dividend of $3.56 per share and has a dividend yield of 1.2%. Jefferies Financial Group pays an annual dividend of $1.60 per share and has a dividend yield of 2.9%. 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 increased its dividend for 18 consecutive years and Jefferies Financial Group has increased 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 large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Evercore has a net margin of 15.74% compared to Jefferies Financial Group's net margin of 7.58%. Evercore's return on equity of 39.11% beat Jefferies Financial Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Evercore15.74% 39.11% 18.05%
Jefferies Financial Group 7.58%9.23%1.31%

Summary

Evercore beats Jefferies Financial Group on 13 of the 19 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 investment? We will compare the two businesses based on the strength of their media sentiment, valuation, profitability, risk, institutional ownership, analyst recommendations, earnings and dividends.

Evercore has a net margin of 15.74% compared to KKR & Co. Inc.'s net margin of 14.41%. Evercore's return on equity of 39.11% beat KKR & Co. Inc.'s return on equity.

Company Net Margins Return on Equity Return on Assets
Evercore15.74% 39.11% 18.05%
KKR & Co. Inc. 14.41%5.88%1.07%

Evercore currently has a consensus price target of $380.67, suggesting a potential upside of 26.05%. KKR & Co. Inc. has a consensus price target of $127.75, suggesting a potential upside of 15.87%. Given Evercore's higher probable upside, analysts clearly believe Evercore is more favorable than KKR & Co. Inc..

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Evercore
0 Sell rating(s)
5 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.55
KKR & Co. Inc.
0 Sell rating(s)
3 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.80

In the previous week, KKR & Co. Inc. had 20 more articles in the media than Evercore. MarketBeat recorded 22 mentions for KKR & Co. Inc. and 2 mentions for Evercore. Evercore's average media sentiment score of 1.57 beat KKR & Co. Inc.'s score of 0.72 indicating that Evercore is being referred to more favorably in the media.

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

Evercore has a beta of 1.51, indicating that its stock price is 51% more volatile than the broader market. Comparatively, KKR & Co. Inc. has a beta of 1.78, indicating that its stock price is 78% more volatile than the broader market.

86.2% of Evercore shares are held by institutional investors. Comparatively, 76.3% of KKR & Co. Inc. shares are held by institutional investors. 3.5% of Evercore shares are held by company insiders. Comparatively, 23.2% of KKR & Co. Inc. shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

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$3.86B3.03$591.92M$17.6917.07
KKR & Co. Inc.$21.06B4.70$2.37B$3.1435.11

Evercore pays an annual dividend of $3.56 per share and has a dividend yield of 1.2%. KKR & Co. Inc. pays an annual dividend of $0.78 per share and has a dividend yield of 0.7%. Evercore pays out 20.1% of its earnings in the form of a dividend. KKR & Co. Inc. pays out 24.8% 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 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.

Summary

Evercore beats KKR & Co. Inc. on 10 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

MetricEvercoreCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$11.68B$5.64B$14.00B$24.22B
Dividend Yield1.19%7.40%5.89%3.70%
P/E Ratio17.0737.9829.1630.43
Price / Sales3.031,225.88512.53146.35
Price / Cash17.4848.2838.6833.15
Price / Book5.363.703.676.55
Net Income$591.92M$417.15M$1.31B$1.06B
7 Day Performance-5.30%0.55%0.20%0.42%
1 Month Performance-9.80%0.59%1.12%2.44%
1 Year Performance-1.90%8.41%12.47%18.60%

Evercore Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
EVR
Evercore
4.9987 of 5 stars
$301.83
-0.4%
$380.67
+26.1%
+2.3%$11.67B$3.86B17.062,570
CG
Carlyle Group
4.2432 of 5 stars
$47.80
+0.0%
$59.79
+25.1%
-22.5%$17.20B$4.78B49.792,500
GS
The Goldman Sachs Group
4.3104 of 5 stars
$1,031.06
-0.8%
$1,062.86
+3.1%
+43.6%$302.70B$125.10B15.9147,400
HLI
Houlihan Lokey
4.957 of 5 stars
$123.28
-4.4%
$166.38
+35.0%
-34.1%$8.91B$2.62B20.721,100
JEF
Jefferies Financial Group
4.6566 of 5 stars
$55.20
-2.5%
$62.63
+13.5%
-6.7%$10.97B$10.82B15.427,787

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This page (NYSE:EVR) was last updated on 8/12/2026 by MarketBeat.com Staff.
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