Evercore (EVR) Competitors

Evercore logo
$366.80 -7.24 (-1.94%)
As of 03:58 PM Eastern

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

Perella Weinberg Partners pays an annual dividend of $0.28 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 1.0%. 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.

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$750.90M2.00$35.48M$0.2467.33
Evercore$4.55B3.11$591.92M$17.7320.67

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 company insiders. Comparatively, 3.5% of Evercore shares are owned 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.

Perella Weinberg Partners currently has a consensus price target of $22.63, suggesting a potential upside of 40.01%. Evercore has a consensus price target of $366.45, suggesting a potential downside of 0.01%. Given Perella Weinberg Partners' higher possible upside, equities research 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
1 Sell rating(s)
6 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.43

In the previous week, Evercore had 2 more articles in the media than Perella Weinberg Partners. MarketBeat recorded 4 mentions for Evercore and 2 mentions for Perella Weinberg Partners. Perella Weinberg Partners' average media sentiment score of 0.90 beat Evercore's score of 0.64 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
1 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)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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 1.49, meaning that its stock price is 49% more volatile than the broader market.

Evercore has a net margin of 16.33% compared to Perella Weinberg Partners' net margin of 2.82%. Evercore's return on equity of 39.29% beat Perella Weinberg Partners' return on equity.

Company Net Margins Return on Equity Return on Assets
Perella Weinberg Partners2.82% -19.90% 6.78%
Evercore 16.33%39.29%18.58%

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?

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

In the previous week, The Goldman Sachs Group had 122 more articles in the media than Evercore. MarketBeat recorded 126 mentions for The Goldman Sachs Group and 4 mentions for Evercore. The Goldman Sachs Group's average media sentiment score of 0.91 beat Evercore's score of 0.64 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
85 Very Positive mention(s)
10 Positive mention(s)
9 Neutral mention(s)
13 Negative mention(s)
9 Very Negative mention(s)
Positive
Evercore
1 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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 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 stock is poised for long-term growth.

The Goldman Sachs Group pays an annual dividend of $18.00 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 1.0%. 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.

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 presently has a consensus target price of $949.55, suggesting a potential downside of 13.53%. Evercore has a consensus target price of $366.45, suggesting a potential downside of 0.01%. Given Evercore's stronger consensus rating and higher possible 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
0 Sell rating(s)
14 Hold rating(s)
9 Buy rating(s)
0 Strong Buy rating(s)
2.39
Evercore
1 Sell rating(s)
6 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.43

The Goldman Sachs Group has a beta of 1.3, meaning that its share price is 30% more volatile than the broader market. Comparatively, Evercore has a beta of 1.49, meaning that its share price is 49% 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
The Goldman Sachs Group$125.10B2.59$17.18B$54.7220.07
Evercore$4.55B3.11$591.92M$17.7320.67

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 media sentiment, institutional ownership, earnings, dividends, profitability, risk, valuation and analyst recommendations.

In the previous week, Evercore had 1 more articles in the media than Houlihan Lokey. MarketBeat recorded 4 mentions for Evercore and 3 mentions for Houlihan Lokey. Houlihan Lokey's average media sentiment score of 1.72 beat Evercore's score of 0.64 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
1 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Houlihan Lokey
3 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Evercore has a beta of 1.49, indicating that its stock price is 49% 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.

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 presently has a consensus target price of $366.45, indicating a potential downside of 0.01%. Houlihan Lokey has a consensus target price of $191.29, indicating a potential upside of 35.78%. Given Houlihan Lokey's stronger consensus rating and 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
1 Sell rating(s)
6 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.43
Houlihan Lokey
0 Sell rating(s)
4 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.56

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$4.55B3.11$591.92M$17.7320.67
Houlihan Lokey$2.62B3.72$425.70M$6.2222.65

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 insiders. Comparatively, 22.8% of Houlihan Lokey shares are held by 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 pays an annual dividend of $3.56 per share and has a dividend yield of 1.0%. Houlihan Lokey pays an annual dividend of $2.80 per share and has a dividend yield of 2.0%. 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 increased its dividend for 18 consecutive years and Houlihan Lokey has increased its dividend for 9 consecutive years.

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

In the previous week, Jefferies Financial Group had 13 more articles in the media than Evercore. MarketBeat recorded 17 mentions for Jefferies Financial Group and 4 mentions for Evercore. Jefferies Financial Group's average media sentiment score of 0.79 beat Evercore's score of 0.64 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)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Jefferies Financial Group
7 Very Positive mention(s)
3 Positive mention(s)
4 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Positive

Evercore presently has a consensus price target of $366.45, indicating a potential downside of 0.01%. Jefferies Financial Group has a consensus price target of $63.38, indicating a potential upside of 4.32%. Given Jefferies Financial Group's 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)
6 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.43
Jefferies Financial Group
0 Sell rating(s)
5 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.29

Evercore has a beta of 1.49, indicating that its stock price is 49% 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 pays an annual dividend of $3.56 per share and has a dividend yield of 1.0%. Jefferies Financial Group pays an annual dividend of $1.60 per share and has a dividend yield of 2.6%. 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 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%

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

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$4.55B3.11$591.92M$17.7320.67
Jefferies Financial Group$10.82B1.15$710.47M$2.9620.52

Summary

Evercore beats Jefferies Financial Group on 11 of the 19 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 better business? We will compare the two businesses based on the strength of their risk, profitability, earnings, dividends, institutional ownership, media sentiment, analyst recommendations and valuation.

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
KKR & Co. Inc.13.94% 5.42% 0.98%
Evercore 16.33%39.29%18.58%

76.3% of KKR & Co. Inc. shares are owned by institutional investors. Comparatively, 86.2% of Evercore shares are owned by institutional investors. 23.2% of KKR & Co. Inc. 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, large money managers and endowments believe a company is poised for long-term growth.

KKR & Co. Inc. has a beta of 1.79, meaning that its stock price is 79% more volatile than the broader market. Comparatively, Evercore has a beta of 1.49, meaning that its stock price is 49% more volatile than the broader market.

KKR & Co. Inc. currently has a consensus target price of $134.53, indicating a potential upside of 43.53%. Evercore has a consensus target price of $366.45, indicating a potential downside of 0.01%. Given KKR & Co. Inc.'s stronger consensus rating and higher probable 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)
4 Hold rating(s)
12 Buy rating(s)
1 Strong Buy rating(s)
2.82
Evercore
1 Sell rating(s)
6 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.43

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.$20.41B4.12$2.37B$2.9431.88
Evercore$4.55B3.11$591.92M$17.7320.67

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 1.0%. KKR & Co. Inc. pays out 26.5% 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 increased its dividend for 5 consecutive years and Evercore has increased its dividend for 18 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 20 more articles in the media than Evercore. MarketBeat recorded 24 mentions for KKR & Co. Inc. and 4 mentions for Evercore. KKR & Co. Inc.'s average media sentiment score of 1.21 beat Evercore's score of 0.64 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.
17 Very Positive mention(s)
2 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Evercore
1 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 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$14.18B$121.01B$13.94B$23.13B
Dividend Yield0.96%1.66%5.75%4.06%
P/E Ratio20.6715.9420.2231.09
Price / Sales3.114.66139.7120.82
Price / Cash21.8020.2919.5418.65
Price / Book6.093.342.254.66
Net Income$591.92M$7.51B$1.14B$1.07B
7 Day Performance-1.93%0.44%-0.24%-1.06%
1 Month Performance5.75%8.37%1.11%0.17%
1 Year Performance42.70%14.79%15.46%24.36%

Evercore Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
EVR
Evercore
4.2666 of 5 stars
$366.80
-1.9%
$366.45
-0.1%
+52.3%$14.19B$4.55B20.692,570
PWP
Perella Weinberg Partners
2.9116 of 5 stars
$16.01
+1.0%
$22.63
+41.3%
-10.0%$1.47B$750.90M66.71600
GS
The Goldman Sachs Group
4.3115 of 5 stars
$1,105.13
+0.8%
$941.82
-14.8%
+72.6%$323.49B$125.10B20.2047,400
HLI
Houlihan Lokey
4.9554 of 5 stars
$140.87
+0.1%
$191.29
+35.8%
-18.5%$9.72B$2.62B22.651,100
JEF
Jefferies Financial Group
4.5337 of 5 stars
$62.78
+1.1%
$63.38
+1.0%
+18.6%$12.70B$10.82B21.217,787

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This page (NYSE:EVR) was last updated on 6/23/2026 by MarketBeat.com Staff.
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