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Evercore (EVR) Competitors

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$336.01 -4.97 (-1.46%)
Closing price 05/13/2026 03:59 PM Eastern
Extended Trading
$336.37 +0.36 (+0.11%)
As of 07:38 AM Eastern
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EVR vs. C, 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 Citigroup (C), The Goldman Sachs Group (GS), Houlihan Lokey (HLI), Jefferies Financial Group (JEF), and KKR & Co. Inc. (KKR).

How does Evercore compare to Citigroup?

Citigroup (NYSE:C) and Evercore (NYSE:EVR) are related large-cap companies, but which is the better stock? We will compare the two companies based on the strength of their risk, institutional ownership, profitability, earnings, valuation, analyst recommendations, media sentiment and dividends.

71.7% of Citigroup shares are owned by institutional investors. Comparatively, 86.2% of Evercore shares are owned by institutional investors. 0.1% of Citigroup shares are owned by company insiders. Comparatively, 3.5% of Evercore shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Citigroup pays an annual dividend of $2.40 per share and has a dividend yield of 1.9%. Evercore pays an annual dividend of $3.56 per share and has a dividend yield of 1.1%. Citigroup pays out 29.7% 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. Citigroup has increased its dividend for 2 consecutive years and Evercore has increased its dividend for 18 consecutive years.

Citigroup presently has a consensus price target of $137.62, suggesting a potential upside of 10.90%. Evercore has a consensus price target of $366.45, suggesting a potential upside of 9.06%. Given Citigroup's stronger consensus rating and higher probable upside, equities research analysts clearly believe Citigroup is more favorable than Evercore.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Citigroup
0 Sell rating(s)
5 Hold rating(s)
14 Buy rating(s)
1 Strong Buy rating(s)
2.80
Evercore
1 Sell rating(s)
7 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.36

Evercore has a net margin of 16.33% compared to Citigroup's net margin of 9.35%. Evercore's return on equity of 39.29% beat Citigroup's return on equity.

Company Net Margins Return on Equity Return on Assets
Citigroup9.35% 9.19% 0.67%
Evercore 16.33%39.29%18.58%

Citigroup has a beta of 1.14, suggesting that its stock price is 14% more volatile than the broader market. Comparatively, Evercore has a beta of 1.49, suggesting that its stock price is 49% more volatile than the broader market.

In the previous week, Citigroup had 138 more articles in the media than Evercore. MarketBeat recorded 142 mentions for Citigroup and 4 mentions for Evercore. Citigroup's average media sentiment score of 0.68 beat Evercore's score of 0.05 indicating that Citigroup is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Citigroup
77 Very Positive mention(s)
19 Positive mention(s)
22 Neutral mention(s)
12 Negative mention(s)
9 Very Negative mention(s)
Positive
Evercore
0 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

Citigroup has higher revenue and earnings than Evercore. Citigroup 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
Citigroup$168.30B1.26$14.31B$8.0715.38
Evercore$4.55B2.86$591.92M$17.7318.95

Summary

Evercore beats Citigroup 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 stock? We will compare the two companies based on the strength of their risk, institutional ownership, profitability, earnings, valuation, analyst recommendations, media sentiment and dividends.

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 hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

The Goldman Sachs Group pays an annual dividend of $18.00 per share and has a dividend yield of 1.9%. 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 increased its dividend for 13 consecutive years and Evercore has increased its dividend for 18 consecutive years.

The Goldman Sachs Group presently has a consensus price target of $942.24, suggesting a potential downside of 1.30%. Evercore has a consensus price target of $366.45, suggesting a potential upside of 9.06%. Given Evercore's higher probable upside, analysts clearly 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
0 Sell rating(s)
14 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.36
Evercore
1 Sell rating(s)
7 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.36

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 1.28, suggesting that its stock price is 28% more volatile than the broader market. Comparatively, Evercore has a beta of 1.49, suggesting that its stock price is 49% more volatile than the broader market.

In the previous week, The Goldman Sachs Group had 121 more articles in the media than Evercore. MarketBeat recorded 125 mentions for The Goldman Sachs Group and 4 mentions for Evercore. The Goldman Sachs Group's average media sentiment score of 0.67 beat Evercore's score of 0.05 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
60 Very Positive mention(s)
22 Positive mention(s)
17 Neutral mention(s)
15 Negative mention(s)
8 Very Negative mention(s)
Positive
Evercore
0 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

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
The Goldman Sachs Group$125.10B2.25$17.18B$54.7217.45
Evercore$4.55B2.86$591.92M$17.7318.95

Summary

Evercore beats The Goldman Sachs Group on 11 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 large-cap finance companies, but which is the better investment? We will compare the two businesses based on the strength of their profitability, analyst recommendations, valuation, media sentiment, institutional ownership, risk, earnings and dividends.

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. Houlihan Lokey's average media sentiment score of 0.42 beat Evercore's score of 0.05 indicating that Houlihan Lokey is being referred to more favorably in the news media.

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

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 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$4.55B2.86$591.92M$17.7318.95
Houlihan Lokey$2.62B4.01$425.70M$6.2224.17

Evercore has a beta of 1.49, meaning that its share price is 49% more volatile than the broader market. Comparatively, Houlihan Lokey has a beta of 0.99, meaning that its share price is 1% less volatile than the broader market.

Evercore presently has a consensus target price of $366.45, suggesting a potential upside of 9.06%. Houlihan Lokey has a consensus target price of $191.29, suggesting a potential upside of 27.22%. Given Houlihan Lokey's stronger consensus rating and higher possible upside, analysts plainly 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)
7 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.36
Houlihan Lokey
0 Sell rating(s)
4 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.56

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 1.9%. 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 raised its dividend for 18 consecutive years and Houlihan Lokey has raised its dividend for 9 consecutive years.

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, 22.8% of Houlihan Lokey shares are owned 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.

Summary

Evercore beats Houlihan Lokey on 11 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 better business? We will contrast the two businesses based on the strength of their dividends, analyst recommendations, risk, media sentiment, institutional ownership, earnings, valuation and profitability.

In the previous week, Jefferies Financial Group had 9 more articles in the media than Evercore. MarketBeat recorded 13 mentions for Jefferies Financial Group and 4 mentions for Evercore. Jefferies Financial Group's average media sentiment score of 0.92 beat Evercore's score of 0.05 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
0 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
Jefferies Financial Group
6 Very Positive mention(s)
4 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive

Evercore has a beta of 1.49, meaning that its stock price is 49% more volatile than the broader market. Comparatively, Jefferies Financial Group has a beta of 1.53, meaning that its stock price is 53% more volatile than the broader market.

Evercore has a net margin of 16.33% compared to Jefferies Financial Group's net margin of 6.61%. 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 6.61%7.83%1.15%

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$4.55B2.86$591.92M$17.7318.95
Jefferies Financial Group$10.82B1.00$710.47M$2.9617.97

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

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 54.1% 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 Jefferies Financial Group has raised its dividend for 2 consecutive years.

Evercore presently has a consensus target price of $366.45, suggesting a potential upside of 9.06%. Jefferies Financial Group has a consensus target price of $58.14, suggesting a potential upside of 9.31%. Given Jefferies Financial Group's stronger consensus rating and higher probable 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)
7 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.36
Jefferies Financial Group
0 Sell rating(s)
4 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.43

Summary

Evercore beats Jefferies Financial Group on 10 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 superior business? We will contrast the two companies based on the strength of their dividends, analyst recommendations, risk, valuation, media sentiment, institutional ownership, earnings and profitability.

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 has a beta of 1.49, meaning that its stock price is 49% more volatile than the broader market. Comparatively, KKR & Co. Inc. has a beta of 1.85, meaning that its stock price is 85% 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 endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Evercore currently has a consensus target price of $366.45, suggesting a potential upside of 9.06%. KKR & Co. Inc. has a consensus target price of $134.67, suggesting a potential upside of 38.05%. Given KKR & Co. Inc.'s stronger consensus rating and higher probable upside, analysts clearly 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)
7 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.36
KKR & Co. Inc.
1 Sell rating(s)
3 Hold rating(s)
12 Buy rating(s)
1 Strong Buy rating(s)
2.76

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$4.55B2.86$591.92M$17.7318.95
KKR & Co. Inc.$20.41B4.29$2.37B$2.9433.18

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.

In the previous week, KKR & Co. Inc. had 14 more articles in the media than Evercore. MarketBeat recorded 18 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 0.05 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
0 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
KKR & Co. Inc.
11 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
4 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

KKR & Co. Inc. beats Evercore on 12 of the 20 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$13.19B$108.23B$13.49B$22.97B
Dividend Yield1.00%1.77%5.81%4.07%
P/E Ratio18.9514.0923.1328.29
Price / Sales2.864.11180.3824.58
Price / Cash20.0018.5620.5025.11
Price / Book6.223.042.144.73
Net Income$591.92M$7.52B$1.11B$1.07B
7 Day Performance1.53%-0.44%-1.14%-1.11%
1 Month Performance-5.99%-4.93%0.14%1.36%
1 Year Performance39.72%7.09%10.81%24.41%

Evercore Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
EVR
Evercore
4.9117 of 5 stars
$336.01
-1.5%
$366.45
+9.1%
+42.2%$13.19B$4.55B18.952,570
C
Citigroup
4.8698 of 5 stars
$125.58
-1.5%
$136.79
+8.9%
+64.3%$218.55B$168.30B15.56226,000
GS
The Goldman Sachs Group
4.1286 of 5 stars
$902.91
-2.3%
$924.43
+2.4%
+58.0%$272.49B$125.10B16.5047,400
HLI
Houlihan Lokey
4.8287 of 5 stars
$150.82
-1.5%
$197.71
+31.1%
-15.6%$10.50B$2.65B23.171,100
JEF
Jefferies Financial Group
4.83 of 5 stars
$48.61
-1.4%
$58.14
+19.6%
-2.3%$10.08B$10.82B16.427,787

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This page (NYSE:EVR) was last updated on 5/14/2026 by MarketBeat.com Staff.
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