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Evercore (EVR) Competitors

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$260.50 +1.50 (+0.58%)
As of 12:42 PM Eastern
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EVR vs. PWP, GS, HLI, JEF, and KKR

Should you buy Evercore stock or one of its competitors? Evercore's main competitors and comparable companies include Perella Weinberg Partners (PWP), 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 Perella Weinberg Partners?

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

Perella Weinberg Partners has a beta of 1.63, indicating that its stock price is 63% more volatile than the broader market. Comparatively, Evercore has a beta of 1.51, indicating that its stock price is 51% more volatile than the broader market.

41.1% of Perella Weinberg Partners shares are owned by institutional investors. Comparatively, 86.2% of Evercore shares are owned by institutional investors. 26.1% of Perella Weinberg Partners shares are owned by insiders. Comparatively, 3.5% of Evercore shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Perella Weinberg Partners$750.90M1.99$35.48M$0.2661.12
Evercore$3.86B2.62$591.92M$17.6914.74

Evercore has a net margin of 15.74% compared to Perella Weinberg Partners' net margin of 3.19%. Evercore's return on equity of 39.11% beat Perella Weinberg Partners' return on equity.

Company Net Margins Return on Equity Return on Assets
Perella Weinberg Partners3.19% -35.84% 8.40%
Evercore 15.74%39.11%18.05%

Perella Weinberg Partners pays an annual dividend of $0.28 per share and has a dividend yield of 1.8%. Evercore pays an annual dividend of $3.56 per share and has a dividend yield of 1.4%. Perella Weinberg Partners pays out 107.7% 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. Evercore has raised its dividend for 18 consecutive years.

Perella Weinberg Partners currently has a consensus target price of $22.00, indicating a potential upside of 38.45%. Evercore has a consensus target price of $375.67, indicating a potential upside of 44.03%. Given Evercore's stronger consensus rating and higher probable upside, analysts plainly believe Evercore is more favorable than Perella Weinberg Partners.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Perella Weinberg Partners
1 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.25
Evercore
0 Sell rating(s)
4 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.64

In the previous week, Perella Weinberg Partners had 8 more articles in the media than Evercore. MarketBeat recorded 10 mentions for Perella Weinberg Partners and 2 mentions for Evercore. Perella Weinberg Partners' average media sentiment score of 0.52 beat Evercore's score of 0.42 indicating that Perella Weinberg Partners is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Perella Weinberg Partners
3 Very Positive mention(s)
4 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Evercore
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Summary

Evercore beats Perella Weinberg Partners on 13 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 stock? We will contrast the two businesses based on the strength of their earnings, profitability, media sentiment, analyst recommendations, valuation, dividends, risk and institutional ownership.

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$3.86B2.62$591.92M$17.6914.74
The Goldman Sachs Group$125.10B2.10$17.18B$64.7913.91

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%

In the previous week, The Goldman Sachs Group had 79 more articles in the media than Evercore. MarketBeat recorded 81 mentions for The Goldman Sachs Group and 2 mentions for Evercore. The Goldman Sachs Group's average media sentiment score of 0.47 beat Evercore's score of 0.42 indicating that The Goldman Sachs 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)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
The Goldman Sachs Group
30 Very Positive mention(s)
21 Positive mention(s)
17 Neutral mention(s)
6 Negative mention(s)
6 Very Negative mention(s)
Neutral

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 company insiders. Comparatively, 0.6% of The Goldman Sachs Group 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.

Evercore has a beta of 1.51, suggesting that its stock price is 51% more volatile than the broader market. Comparatively, The Goldman Sachs Group has a beta of 1.29, suggesting that its stock price is 29% more volatile than the broader market.

Evercore presently has a consensus target price of $375.67, suggesting a potential upside of 44.03%. The Goldman Sachs Group has a consensus target price of $1,073.60, suggesting a potential upside of 19.12%. Given Evercore's stronger consensus rating and higher possible upside, equities 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)
4 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.64
The Goldman Sachs Group
1 Sell rating(s)
12 Hold rating(s)
10 Buy rating(s)
0 Strong Buy rating(s)
2.39

Evercore pays an annual dividend of $3.56 per share and has a dividend yield of 1.4%. The Goldman Sachs Group pays an annual dividend of $20.00 per share and has a dividend yield of 2.2%. 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.

Summary

Evercore beats The Goldman Sachs Group on 12 of the 19 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 compare the two businesses based on the strength of their analyst recommendations, institutional ownership, dividends, risk, valuation, profitability, earnings and media sentiment.

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 currently has a consensus target price of $375.67, indicating a potential upside of 44.03%. Houlihan Lokey has a consensus target price of $166.38, indicating a potential upside of 30.51%. Given Evercore's stronger consensus rating and higher probable upside, research analysts clearly believe Evercore is more favorable than Houlihan Lokey.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Evercore
0 Sell rating(s)
4 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.64
Houlihan Lokey
1 Sell rating(s)
4 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.40

Evercore pays an annual dividend of $3.56 per share and has a dividend yield of 1.4%. Houlihan Lokey pays an annual dividend of $2.80 per share and has a dividend yield of 2.2%. 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 raised its dividend for 18 consecutive years and Houlihan Lokey has raised 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$3.86B2.62$591.92M$17.6914.74
Houlihan Lokey$2.62B3.36$425.70M$5.9521.43

In the previous week, Houlihan Lokey had 2 more articles in the media than Evercore. MarketBeat recorded 4 mentions for Houlihan Lokey and 2 mentions for Evercore. Evercore's average media sentiment score of 0.42 beat Houlihan Lokey's score of 0.24 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)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Houlihan Lokey
0 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

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, 22.5% 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 stock will outperform the market over the long term.

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 1, indicating that its stock price has a similar volatility profile to the broader market.

Summary

Evercore beats Houlihan Lokey on 13 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 finance companies, but which is the better investment? We will contrast the two businesses based on the strength of their valuation, media sentiment, risk, earnings, analyst recommendations, dividends, institutional ownership and profitability.

Evercore currently has a consensus target price of $375.67, indicating a potential upside of 44.03%. Jefferies Financial Group has a consensus target price of $56.86, indicating a potential upside of 23.08%. Given Evercore's stronger consensus rating and higher possible upside, research analysts plainly 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)
4 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.64
Jefferies Financial Group
0 Sell rating(s)
5 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.29

Evercore pays an annual dividend of $3.56 per share and has a dividend yield of 1.4%. Jefferies Financial Group pays an annual dividend of $1.60 per share and has a dividend yield of 3.5%. Evercore pays out 20.1% of its earnings in the form of a dividend. Jefferies Financial Group pays out 43.8% 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 Jefferies Financial Group has raised its dividend for 2 consecutive years.

Evercore has a net margin of 15.74% compared to Jefferies Financial Group's net margin of 7.50%. 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 7.50%9.26%1.29%

In the previous week, Jefferies Financial Group had 49 more articles in the media than Evercore. MarketBeat recorded 51 mentions for Jefferies Financial Group and 2 mentions for Evercore. Jefferies Financial Group's average media sentiment score of 0.49 beat Evercore's score of 0.42 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)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Jefferies Financial Group
18 Very Positive mention(s)
5 Positive mention(s)
10 Neutral mention(s)
12 Negative mention(s)
1 Very Negative mention(s)
Neutral

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$3.86B2.62$591.92M$17.6914.74
Jefferies Financial Group$10.82B0.83$710.47M$3.6512.66

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

Evercore has a beta of 1.51, meaning that its share price is 51% more volatile than the broader market. Comparatively, Jefferies Financial Group has a beta of 1.57, meaning that its share price is 57% more volatile than the broader market.

Summary

Evercore beats Jefferies Financial Group on 12 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 business? We will contrast the two companies based on the strength of their media sentiment, dividends, analyst recommendations, earnings, institutional ownership, profitability, valuation and risk.

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$3.86B2.62$591.92M$17.6914.74
KKR & Co. Inc.$19.46B4.21$2.37B$3.1429.06

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

In the previous week, KKR & Co. Inc. had 25 more articles in the media than Evercore. MarketBeat recorded 27 mentions for KKR & Co. Inc. and 2 mentions for Evercore. Evercore's average media sentiment score of 0.42 beat KKR & Co. Inc.'s score of 0.17 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)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
KKR & Co. Inc.
4 Very Positive mention(s)
4 Positive mention(s)
18 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Evercore has a beta of 1.51, meaning that its stock price is 51% more volatile than the broader market. Comparatively, KKR & Co. Inc. 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 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 target price of $375.67, suggesting a potential upside of 44.03%. KKR & Co. Inc. has a consensus target price of $127.46, suggesting a potential upside of 39.67%. Given Evercore's higher probable upside, equities research 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)
4 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.64
KKR & Co. Inc.
0 Sell rating(s)
4 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.75

Evercore pays an annual dividend of $3.56 per share and has a dividend yield of 1.4%. KKR & Co. Inc. pays an annual dividend of $0.78 per share and has a dividend yield of 0.9%. 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 increased its dividend for 18 consecutive years and KKR & Co. Inc. has increased 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$10.08B$5.14B$13.28B$22.66B
Dividend Yield1.38%7.55%6.03%3.74%
P/E Ratio14.7429.3324.4627.77
Price / Sales2.621,266.30507.0320.12
Price / Cash15.1047.7747.4539.56
Price / Book4.333.492.694.64
Net Income$591.92M$417.69M$1.32B$1.08B
7 Day Performance-0.78%-0.73%-1.06%-1.12%
1 Month Performance-9.84%5.24%0.98%-5.08%
1 Year Performance-21.96%3.31%8.09%5.71%

Evercore Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
EVR
Evercore
4.9987 of 5 stars
$260.50
+0.6%
$375.67
+44.2%
-21.8%$10.08B$3.86B14.732,570
PWP
Perella Weinberg Partners
2.9512 of 5 stars
$14.44
-1.4%
$22.00
+52.4%
-24.0%$1.36B$750.90M55.54736
GS
The Goldman Sachs Group
4.9269 of 5 stars
$913.05
-0.4%
$1,060.10
+16.1%
+13.7%$266.89B$125.10B14.1547,400
HLI
Houlihan Lokey
4.9386 of 5 stars
$128.46
-0.8%
$166.38
+29.5%
-36.1%$8.96B$2.62B21.822,800
JEF
Jefferies Financial Group
4.9715 of 5 stars
$47.07
-0.1%
$59.88
+27.2%
-28.7%$9.15B$10.82B13.197,787

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This page (NYSE:EVR) was last updated on 10/2/2026 by MarketBeat.com Staff.
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