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Evercore (EVR) Competitors

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$321.39 +8.52 (+2.72%)
Closing price 07/31/2026 03:59 PM Eastern
Extended Trading
$320.66 -0.73 (-0.23%)
As of 07/31/2026 07:34 PM Eastern
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EVR vs. PWP, 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 Perella Weinberg Partners (PWP), The Goldman Sachs Group (GS), Houlihan Lokey (HLI), Jefferies Financial Group (JEF), and KKR & Co. Inc. (KKR). These companies are all part of the "finance" sector.

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

41.1% of Perella Weinberg Partners shares are held by institutional investors. Comparatively, 86.2% of Evercore shares are held by institutional investors. 26.1% of Perella Weinberg Partners shares are held by insiders. Comparatively, 3.5% of Evercore 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.

Perella Weinberg Partners pays an annual dividend of $0.28 per share and has a dividend yield of 1.6%. Evercore pays an annual dividend of $3.56 per share and has a dividend yield of 1.1%. Perella Weinberg Partners pays out 116.7% 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 $21.50, suggesting a potential upside of 21.81%. Evercore has a consensus target price of $382.89, suggesting a potential upside of 19.14%. Given Perella Weinberg Partners' higher probable upside, equities analysts clearly believe Perella Weinberg Partners is more favorable than Evercore.

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)
6 Buy rating(s)
1 Strong Buy rating(s)
2.73

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$750.90M2.18$35.48M$0.2473.54
Evercore$3.86B3.22$591.92M$17.6918.17

Evercore has a net margin of 15.74% compared to Perella Weinberg Partners' net margin of 3.19%. Evercore's return on equity of 39.17% beat Perella Weinberg Partners' return on equity.

Company Net Margins Return on Equity Return on Assets
Perella Weinberg Partners3.19% -28.98% 8.29%
Evercore 15.74%39.17%18.05%

Perella Weinberg Partners has a beta of 1.64, meaning that its stock price is 64% more volatile than the broader market. Comparatively, Evercore has a beta of 1.51, meaning that its stock price is 51% more volatile than the broader market.

In the previous week, Perella Weinberg Partners had 8 more articles in the media than Evercore. MarketBeat recorded 20 mentions for Perella Weinberg Partners and 12 mentions for Evercore. Perella Weinberg Partners' average media sentiment score of 0.49 beat Evercore's score of 0.31 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
4 Very Positive mention(s)
3 Positive mention(s)
9 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Neutral
Evercore
2 Very Positive mention(s)
2 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Summary

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

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$125.10B2.40$17.18B$64.7915.73
Evercore$3.86B3.22$591.92M$17.6918.17

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

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 39.17% beat The Goldman Sachs Group's return on equity.

Company Net Margins Return on Equity Return on Assets
The Goldman Sachs Group15.53% 18.59% 1.07%
Evercore 15.74%39.17%18.05%

The Goldman Sachs Group pays an annual dividend of $18.00 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 1.1%. 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.

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

In the previous week, The Goldman Sachs Group had 78 more articles in the media than Evercore. MarketBeat recorded 90 mentions for The Goldman Sachs Group and 12 mentions for Evercore. The Goldman Sachs Group's average media sentiment score of 0.94 beat Evercore's score of 0.31 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
53 Very Positive mention(s)
17 Positive mention(s)
10 Neutral mention(s)
4 Negative mention(s)
6 Very Negative mention(s)
Positive
Evercore
2 Very Positive mention(s)
2 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

The Goldman Sachs Group currently has a consensus price target of $1,061.43, suggesting a potential upside of 4.15%. Evercore has a consensus price target of $382.89, suggesting a potential upside of 19.14%. Given Evercore's stronger consensus rating and higher probable upside, analysts plainly 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)
12 Hold rating(s)
9 Buy rating(s)
1 Strong Buy rating(s)
2.43
Evercore
0 Sell rating(s)
4 Hold rating(s)
6 Buy rating(s)
1 Strong Buy rating(s)
2.73

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

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 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 increased its dividend for 18 consecutive years and Houlihan Lokey has increased its dividend for 9 consecutive years.

Houlihan Lokey has a net margin of 16.10% compared to Evercore's net margin of 15.74%. Evercore's return on equity of 39.17% beat Houlihan Lokey's return on equity.

Company Net Margins Return on Equity Return on Assets
Evercore15.74% 39.17% 18.05%
Houlihan Lokey 16.10%20.20%11.71%

Evercore presently has a consensus target price of $382.89, indicating a potential upside of 19.14%. Houlihan Lokey has a consensus target price of $174.63, indicating a potential upside of 39.47%. Given Houlihan Lokey's higher possible 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)
4 Hold rating(s)
6 Buy rating(s)
1 Strong Buy rating(s)
2.73
Houlihan Lokey
0 Sell rating(s)
5 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.50

In the previous week, Houlihan Lokey had 21 more articles in the media than Evercore. MarketBeat recorded 33 mentions for Houlihan Lokey and 12 mentions for Evercore. Evercore's average media sentiment score of 0.31 beat Houlihan Lokey's score of 0.28 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)
2 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Houlihan Lokey
9 Very Positive mention(s)
2 Positive mention(s)
10 Neutral mention(s)
5 Negative mention(s)
2 Very Negative mention(s)
Neutral

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 company insiders. Comparatively, 22.5% of Houlihan Lokey shares are owned by company 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 beta of 1.51, indicating that its share price is 51% more volatile than the broader market. Comparatively, Houlihan Lokey has a beta of 0.95, indicating that its share price is 5% less volatile than the broader market.

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$3.86B3.22$591.92M$17.6918.17
Houlihan Lokey$2.62B3.30$425.70M$5.9521.04

Summary

Evercore beats Houlihan Lokey on 13 of the 20 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 earnings, valuation, profitability, institutional ownership, media sentiment, analyst recommendations, risk and dividends.

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 hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Evercore presently has a consensus price target of $382.89, suggesting a potential upside of 19.14%. Jefferies Financial Group has a consensus price target of $62.63, suggesting a potential upside of 14.44%. Given Evercore's stronger consensus rating and higher probable 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)
6 Buy rating(s)
1 Strong Buy rating(s)
2.73
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$3.86B3.22$591.92M$17.6918.17
Jefferies Financial Group$10.82B0.98$710.47M$3.5815.29

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

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 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 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 7.58%. Evercore's return on equity of 39.17% beat Jefferies Financial Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Evercore15.74% 39.17% 18.05%
Jefferies Financial Group 7.58%9.23%1.31%

In the previous week, Jefferies Financial Group had 6 more articles in the media than Evercore. MarketBeat recorded 18 mentions for Jefferies Financial Group and 12 mentions for Evercore. Jefferies Financial Group's average media sentiment score of 1.14 beat Evercore's score of 0.31 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
2 Very Positive mention(s)
2 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Jefferies Financial Group
10 Very Positive mention(s)
4 Positive mention(s)
1 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Evercore beats Jefferies Financial Group on 13 of the 20 factors compared between the two stocks.

How does Evercore compare to KKR & Co. Inc.?

KKR & Co. Inc. (NYSE:KKR) and Evercore (NYSE:EVR) 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, dividends, valuation, institutional ownership, analyst recommendations, earnings and risk.

KKR & Co. Inc. pays an annual dividend of $0.78 per share and has a dividend yield of 0.8%. Evercore pays an annual dividend of $3.56 per share and has a dividend yield of 1.1%. KKR & Co. Inc. pays out 24.8% 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. KKR & Co. Inc. has raised its dividend for 5 consecutive years and 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.

KKR & Co. Inc. has a beta of 1.78, meaning that its share price is 78% more volatile than the broader market. Comparatively, Evercore has a beta of 1.51, meaning that its share price is 51% 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 39.17% beat KKR & Co. Inc.'s return on equity.

Company Net Margins Return on Equity Return on Assets
KKR & Co. Inc.14.41% 5.89% 1.07%
Evercore 15.74%39.17%18.05%

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
KKR & Co. Inc.$19.46B4.69$2.37B$3.1432.39
Evercore$3.86B3.22$591.92M$17.6918.17

KKR & Co. Inc. currently has a consensus price target of $129.75, indicating a potential upside of 27.59%. Evercore has a consensus price target of $382.89, indicating a potential upside of 19.14%. Given KKR & Co. Inc.'s stronger consensus rating and higher possible upside, equities analysts clearly believe KKR & Co. Inc. is more favorable than Evercore.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
KKR & Co. Inc.
0 Sell rating(s)
3 Hold rating(s)
11 Buy rating(s)
0 Strong Buy rating(s)
2.79
Evercore
0 Sell rating(s)
4 Hold rating(s)
6 Buy rating(s)
1 Strong Buy rating(s)
2.73

In the previous week, KKR & Co. Inc. had 23 more articles in the media than Evercore. MarketBeat recorded 35 mentions for KKR & Co. Inc. and 12 mentions for Evercore. KKR & Co. Inc.'s average media sentiment score of 1.15 beat Evercore's score of 0.31 indicating that KKR & Co. Inc. is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
KKR & Co. Inc.
22 Very Positive mention(s)
5 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Evercore
2 Very Positive mention(s)
2 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

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

Summary

KKR & Co. Inc. beats Evercore on 11 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

MetricEvercoreCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$12.40B$5.46B$13.63B$23.69B
Dividend Yield1.11%7.51%5.95%4.22%
P/E Ratio18.1736.7728.6630.98
Price / Sales3.221,136.90469.0319.22
Price / Cash18.8084.8844.5018.73
Price / Book5.343.683.684.76
Net Income$591.92M$417.14M$1.31B$1.07B
7 Day Performance-5.32%7.99%4.00%0.35%
1 Month Performance-6.12%-1.07%-0.17%-0.55%
1 Year Performance9.56%5.61%12.94%19.21%

Evercore Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
EVR
Evercore
4.9661 of 5 stars
$321.39
+2.7%
$382.89
+19.1%
+9.6%$12.40B$3.86B18.172,570
PWP
Perella Weinberg Partners
2.3795 of 5 stars
$16.17
+3.2%
$21.50
+33.0%
-15.8%$1.46B$750.90M67.38600
GS
The Goldman Sachs Group
4.6625 of 5 stars
$1,046.53
-1.4%
$1,061.43
+1.4%
+43.7%$313.07B$66.20B16.1547,400
HLI
Houlihan Lokey
4.9476 of 5 stars
$141.07
+0.6%
$180.50
+28.0%
-34.0%$9.68B$2.62B22.681,100
JEF
Jefferies Financial Group
4.7422 of 5 stars
$56.12
+0.5%
$62.63
+11.6%
-2.2%$10.82B$11.85B15.687,787

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This page (NYSE:EVR) was last updated on 8/2/2026 by MarketBeat.com Staff.
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