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Evercore (EVR) Competitors

Evercore logo
$291.86 +4.77 (+1.66%)
As of 08/21/2026 03:58 PM Eastern
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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?

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

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
Carlyle Group$4.78B3.68$808.70M$0.9651.43
Evercore$3.86B2.93$591.92M$17.6916.50

Carlyle Group has a beta of 1.83, indicating that its stock price is 83% 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.

In the previous week, Carlyle Group had 8 more articles in the media than Evercore. MarketBeat recorded 10 mentions for Carlyle Group and 2 mentions for Evercore. Carlyle Group's average media sentiment score of 1.26 beat Evercore's score of 0.99 indicating that Carlyle Group is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Carlyle Group
8 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Evercore
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Carlyle Group pays an annual dividend of $1.40 per share and has a dividend yield of 2.8%. Evercore pays an annual dividend of $3.56 per share and has a dividend yield of 1.2%. 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 pays out 20.1% of its earnings in the form of a dividend. Carlyle Group has raised its dividend for 4 consecutive years and Evercore has raised its dividend for 18 consecutive years.

Carlyle Group currently has a consensus target price of $59.31, suggesting a potential upside of 20.13%. Evercore has a consensus target price of $380.67, suggesting a potential upside of 30.43%. Given Evercore's stronger consensus rating and higher possible upside, analysts plainly believe Evercore is more favorable than Carlyle Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Carlyle Group
1 Sell rating(s)
7 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.40
Evercore
0 Sell rating(s)
5 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.55

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
Carlyle Group10.08% 22.52% 5.62%
Evercore 15.74%39.11%18.05%

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

Summary

Carlyle Group beats Evercore on 10 of the 19 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 investment? We will compare the two businesses based on the strength of their risk, dividends, valuation, media sentiment, analyst recommendations, institutional ownership, profitability and earnings.

The Goldman Sachs Group pays an annual dividend of $18.00 per share and has a dividend yield of 1.7%. Evercore pays an annual dividend of $3.56 per share and has a dividend yield of 1.2%. The Goldman Sachs Group pays out 27.8% 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 raised its dividend for 13 consecutive years and Evercore has raised its dividend for 18 consecutive years.

In the previous week, The Goldman Sachs Group had 146 more articles in the media than Evercore. MarketBeat recorded 148 mentions for The Goldman Sachs Group and 2 mentions for Evercore. The Goldman Sachs Group's average media sentiment score of 1.06 beat Evercore's score of 0.99 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
100 Very Positive mention(s)
18 Positive mention(s)
16 Neutral mention(s)
6 Negative mention(s)
8 Very Negative mention(s)
Positive
Evercore
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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
The Goldman Sachs Group15.53% 19.16% 1.07%
Evercore 15.74%39.11%18.05%

71.2% of The Goldman Sachs Group shares are held by institutional investors. Comparatively, 86.2% of Evercore shares are held by institutional investors. 0.6% of The Goldman Sachs Group shares are held by insiders. Comparatively, 3.5% of Evercore shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

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$125.10B2.42$17.18B$64.7916.07
Evercore$3.86B2.93$591.92M$17.6916.50

The Goldman Sachs Group has a beta of 1.3, indicating that its stock price is 30% 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.

The Goldman Sachs Group presently has a consensus price target of $1,062.86, suggesting a potential upside of 2.07%. Evercore has a consensus price target of $380.67, suggesting a potential upside of 30.43%. Given Evercore's stronger consensus rating and 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
1 Sell rating(s)
11 Hold rating(s)
10 Buy rating(s)
2 Strong Buy rating(s)
2.54
Evercore
0 Sell rating(s)
5 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.55

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?

Houlihan Lokey (NYSE:HLI) and Evercore (NYSE:EVR) are both finance companies, but which is the better investment? We will compare the two businesses based on the strength of their risk, dividends, profitability, earnings, analyst recommendations, institutional ownership, valuation and media sentiment.

In the previous week, Houlihan Lokey had 1 more articles in the media than Evercore. MarketBeat recorded 3 mentions for Houlihan Lokey and 2 mentions for Evercore. Evercore's average media sentiment score of 0.99 beat Houlihan Lokey's score of 0.90 indicating that Evercore is being referred to more favorably in the news media.

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

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

Houlihan Lokey pays an annual dividend of $2.80 per share and has a dividend yield of 2.2%. Evercore pays an annual dividend of $3.56 per share and has a dividend yield of 1.2%. Houlihan Lokey pays out 47.1% 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. Houlihan Lokey has increased its dividend for 9 consecutive years and Evercore has increased its dividend for 18 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
Houlihan Lokey$2.62B3.40$425.70M$5.9521.65
Evercore$3.86B2.93$591.92M$17.6916.50

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
Houlihan Lokey16.10% 20.20% 11.71%
Evercore 15.74%39.11%18.05%

Houlihan Lokey presently has a consensus target price of $166.38, suggesting a potential upside of 29.13%. Evercore has a consensus target price of $380.67, suggesting a potential upside of 30.43%. Given Evercore's stronger consensus rating and higher probable upside, analysts clearly believe Evercore is more favorable than Houlihan Lokey.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Houlihan Lokey
0 Sell rating(s)
5 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.50
Evercore
0 Sell rating(s)
5 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.55

78.1% of Houlihan Lokey shares are held by institutional investors. Comparatively, 86.2% of Evercore shares are held by institutional investors. 22.5% of Houlihan Lokey shares are held by insiders. Comparatively, 3.5% of Evercore shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Summary

Evercore beats Houlihan Lokey on 13 of the 19 factors compared between the two stocks.

How does Evercore compare to Jefferies Financial Group?

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

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
Jefferies Financial Group$10.82B0.94$710.47M$3.5814.62
Evercore$3.86B2.93$591.92M$17.6916.50

Jefferies Financial Group presently has a consensus target price of $62.63, indicating a potential upside of 19.63%. Evercore has a consensus target price of $380.67, indicating a potential upside of 30.43%. Given Evercore's stronger consensus rating and higher probable upside, analysts plainly believe Evercore is more favorable than Jefferies Financial Group.

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

In the previous week, Jefferies Financial Group had 19 more articles in the media than Evercore. MarketBeat recorded 21 mentions for Jefferies Financial Group and 2 mentions for Evercore. Evercore's average media sentiment score of 0.99 beat Jefferies Financial Group's score of 0.85 indicating that Evercore is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Jefferies Financial Group
15 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive
Evercore
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Jefferies Financial Group pays an annual dividend of $1.60 per share and has a dividend yield of 3.1%. Evercore pays an annual dividend of $3.56 per share and has a dividend yield of 1.2%. Jefferies Financial Group pays out 44.7% 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. Jefferies Financial Group has raised its dividend for 2 consecutive years and Evercore has raised its dividend for 18 consecutive years.

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

60.9% of Jefferies Financial Group shares are held by institutional investors. Comparatively, 86.2% of Evercore shares are held by institutional investors. 19.9% of Jefferies Financial Group shares are held by company insiders. Comparatively, 3.5% of Evercore shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers 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
Jefferies Financial Group7.58% 9.23% 1.31%
Evercore 15.74%39.11%18.05%

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

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

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$3.86B2.93$591.92M$17.6916.50
KKR & Co. Inc.$19.46B5.01$2.37B$3.1434.58

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 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.

Evercore presently has a consensus target price of $380.67, suggesting a potential upside of 30.43%. KKR & Co. Inc. has a consensus target price of $127.75, suggesting a potential upside of 17.64%. Given Evercore's higher probable upside, equities analysts plainly 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

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

In the previous week, KKR & Co. Inc. had 37 more articles in the media than Evercore. MarketBeat recorded 39 mentions for KKR & Co. Inc. and 2 mentions for Evercore. KKR & Co. Inc.'s average media sentiment score of 1.32 beat Evercore's score of 0.99 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
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
KKR & Co. Inc.
31 Very Positive mention(s)
4 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

KKR & Co. Inc. beats Evercore 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

Export
MetricEvercoreCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$11.29B$5.66B$13.63B$24.31B
Dividend Yield1.22%7.38%5.89%3.70%
P/E Ratio16.5039.1029.6130.23
Price / Sales2.931,279.74523.5421.00
Price / Cash17.1248.3138.1932.49
Price / Book5.182.132.186.77
Net Income$591.92M$416.48M$1.31B$1.07B
7 Day Performance-5.04%-0.25%-0.30%-0.65%
1 Month Performance-12.85%1.41%1.79%2.45%
1 Year Performance-8.86%7.24%10.33%14.87%

Evercore Competitors List

Export
CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
EVR
Evercore
4.9912 of 5 stars		$291.86
+1.7%		$380.67
+30.4%		-4.2%$11.29B$3.86B16.502,570
CG
Carlyle Group
3.997 of 5 stars		$48.54
-1.5%		$59.31
+22.2%		-20.8%$17.56B$4.78B50.562,500
GS
The Goldman Sachs Group
4.2356 of 5 stars		$1,050.79
+1.1%		$1,062.86
+1.1%		+45.6%$306.11B$66.20B16.2247,400
HLI
Houlihan Lokey
4.8118 of 5 stars		$125.64
-2.4%		$166.38
+32.4%		-32.9%$8.89B$2.52B21.121,100
JEF
Jefferies Financial Group
4.7654 of 5 stars		$54.46
-1.2%		$62.63
+15.0%		-11.4%$10.57B$11.85B15.217,787

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This page (NYSE:EVR) was last updated on 8/22/2026 by MarketBeat.com Staff.
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