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Evercore (EVR) Competitors

Evercore logo
$339.56 -7.50 (-2.16%)
As of 12:27 PM Eastern

EVR vs. CG, 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 Carlyle Group (CG), 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 Carlyle Group?

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

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
Evercore$3.86B3.41$591.92M$17.7319.15
Carlyle Group$4.78B3.19$808.70M$1.4629.03

86.2% of Evercore shares are held by institutional investors. Comparatively, 55.9% of Carlyle Group shares are held by institutional investors. 3.5% of Evercore shares are held by insiders. Comparatively, 25.4% of Carlyle Group shares are held by 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 presently has a consensus price target of $366.45, suggesting a potential upside of 7.92%. Carlyle Group has a consensus price target of $62.00, suggesting a potential upside of 46.30%. Given Carlyle Group's higher probable upside, analysts clearly believe Carlyle 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
Carlyle Group
1 Sell rating(s)
9 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.35

Evercore has a beta of 1.49, indicating that its stock price is 49% more volatile than the broader market. Comparatively, Carlyle Group has a beta of 1.84, indicating that its stock price is 84% more volatile than the broader market.

Evercore pays an annual dividend of $3.56 per share and has a dividend yield of 1.0%. Carlyle Group pays an annual dividend of $1.40 per share and has a dividend yield of 3.3%. Evercore pays out 20.1% of its earnings in the form of a dividend. Carlyle Group pays out 95.9% 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 has increased its dividend for 18 consecutive years and Carlyle Group has increased its dividend for 4 consecutive years.

In the previous week, Carlyle Group had 13 more articles in the media than Evercore. MarketBeat recorded 15 mentions for Carlyle Group and 2 mentions for Evercore. Carlyle Group's average media sentiment score of 1.09 beat Evercore's score of 0.50 indicating that Carlyle 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)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Carlyle Group
8 Very Positive mention(s)
2 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Evercore has a net margin of 16.33% compared to Carlyle Group's net margin of 13.46%. Evercore's return on equity of 39.29% beat Carlyle Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Evercore16.33% 39.29% 18.58%
Carlyle Group 13.46%20.95%5.28%

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?

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

Evercore has a beta of 1.49, indicating that its share price is 49% more volatile than the broader market. Comparatively, The Goldman Sachs Group has a beta of 1.3, indicating that its share price is 30% more volatile than the broader market.

Evercore currently has a consensus price target of $366.45, indicating a potential upside of 7.92%. The Goldman Sachs Group has a consensus price target of $943.95, indicating a potential downside of 9.48%. Given Evercore's higher probable upside, research 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
1 Sell rating(s)
7 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.36
The Goldman Sachs Group
0 Sell rating(s)
14 Hold rating(s)
9 Buy rating(s)
0 Strong Buy rating(s)
2.39

In the previous week, The Goldman Sachs Group had 108 more articles in the media than Evercore. MarketBeat recorded 110 mentions for The Goldman Sachs Group and 2 mentions for Evercore. The Goldman Sachs Group's average media sentiment score of 0.72 beat Evercore's score of 0.50 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
0 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
The Goldman Sachs Group
60 Very Positive mention(s)
14 Positive mention(s)
20 Neutral mention(s)
8 Negative mention(s)
8 Very Negative mention(s)
Positive

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$3.86B3.41$591.92M$17.7319.15
The Goldman Sachs Group$125.10B2.46$17.18B$54.7219.06

86.2% of Evercore shares are owned by institutional investors. Comparatively, 71.2% of The Goldman Sachs Group shares are owned by institutional investors. 3.5% of Evercore shares are owned by insiders. Comparatively, 0.6% of The Goldman Sachs Group shares are owned 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.

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
Evercore16.33% 39.29% 18.58%
The Goldman Sachs Group 14.13%16.53%0.97%

Evercore pays an annual dividend of $3.56 per share and has a dividend yield of 1.0%. The Goldman Sachs Group pays an annual dividend of $18.00 per share and has a dividend yield of 1.7%. Evercore pays out 20.1% of its earnings in the form of a dividend. The Goldman Sachs Group pays out 32.9% 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 increased its dividend for 18 consecutive years and The Goldman Sachs Group has increased its dividend for 13 consecutive years.

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

Evercore has a beta of 1.49, indicating that its share price is 49% 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 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 raised its dividend for 18 consecutive years and Houlihan Lokey has raised its dividend for 9 consecutive years.

In the previous week, Houlihan Lokey had 3 more articles in the media than Evercore. MarketBeat recorded 5 mentions for Houlihan Lokey and 2 mentions for Evercore. Houlihan Lokey's average media sentiment score of 0.51 beat Evercore's score of 0.50 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)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Houlihan Lokey
3 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

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$3.86B3.41$591.92M$17.7319.15
Houlihan Lokey$2.62B3.61$425.70M$6.2222.03

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, suggesting a potential upside of 7.92%. Houlihan Lokey has a consensus target price of $191.29, suggesting a potential upside of 39.62%. Given Houlihan Lokey's stronger consensus rating and higher probable 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
1 Sell rating(s)
3 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.44

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, 22.8% of Houlihan Lokey shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

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

Evercore presently has a consensus price target of $366.45, suggesting a potential upside of 7.92%. Jefferies Financial Group has a consensus price target of $58.14, suggesting a potential upside of 9.46%. Given Jefferies Financial Group's higher possible upside, analysts plainly 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
1 Sell rating(s)
3 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.29

In the previous week, Jefferies Financial Group had 18 more articles in the media than Evercore. MarketBeat recorded 20 mentions for Jefferies Financial Group and 2 mentions for Evercore. Evercore's average media sentiment score of 0.50 beat Jefferies Financial Group's score of 0.36 indicating that Evercore is being referred to more favorably in the media.

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

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 stock is poised for long-term growth.

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$3.86B3.41$591.92M$17.7319.15
Jefferies Financial Group$10.82B1.00$710.47M$2.9617.95

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 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 has a beta of 1.49, meaning that its share price is 49% more volatile than the broader market. Comparatively, Jefferies Financial Group has a beta of 1.54, meaning that its share price is 54% 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.?

KKR & Co. Inc. (NYSE:KKR) and Evercore (NYSE:EVR) are both large-cap finance companies, but which is the superior investment? We will contrast the two businesses based on the strength of their risk, analyst recommendations, earnings, dividends, media sentiment, valuation, profitability and institutional ownership.

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.$19.46B4.16$2.37B$2.9430.69
Evercore$3.86B3.41$591.92M$17.7319.15

In the previous week, KKR & Co. Inc. had 21 more articles in the media than Evercore. MarketBeat recorded 23 mentions for KKR & Co. Inc. and 2 mentions for Evercore. KKR & Co. Inc.'s average media sentiment score of 1.00 beat Evercore's score of 0.50 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.
15 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Positive
Evercore
0 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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 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.

KKR & Co. Inc. has a beta of 1.79, meaning that its share price is 79% 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.

KKR & Co. Inc. pays an annual dividend of $0.78 per share and has a dividend yield of 0.9%. 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 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.

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%

KKR & Co. Inc. currently has a consensus target price of $134.53, suggesting a potential upside of 49.08%. Evercore has a consensus target price of $366.45, suggesting a potential upside of 7.92%. Given KKR & Co. Inc.'s stronger consensus rating and higher possible upside, analysts plainly believe KKR & Co. Inc. is more favorable than Evercore.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
KKR & Co. Inc.
1 Sell rating(s)
3 Hold rating(s)
12 Buy rating(s)
1 Strong Buy rating(s)
2.76
Evercore
1 Sell rating(s)
7 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.36

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$13.13B$110.22B$13.39B$23.13B
Dividend Yield1.03%1.76%5.78%4.09%
P/E Ratio19.1514.4819.7531.16
Price / Sales3.414.06140.4414.72
Price / Cash20.3518.9519.9324.78
Price / Book5.643.052.174.68
Net Income$591.92M$7.51B$1.13B$1.07B
7 Day Performance-0.89%0.80%-0.49%-0.38%
1 Month Performance7.19%-1.96%-0.25%0.52%
1 Year Performance43.74%7.03%11.41%25.86%

Evercore Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
EVR
Evercore
4.9049 of 5 stars
$339.56
-2.2%
$366.45
+7.9%
+50.1%$13.13B$3.86B19.152,570
CG
Carlyle Group
4.6606 of 5 stars
$45.43
flat
$62.00
+36.5%
-1.3%$16.35B$4.78B31.122,500
GS
The Goldman Sachs Group
4.2204 of 5 stars
$996.73
0.0%
$943.95
-5.3%
+78.0%$294.04B$125.10B18.2247,400
HLI
Houlihan Lokey
4.8689 of 5 stars
$151.71
+0.1%
$191.29
+26.1%
-20.1%$10.58B$2.62B24.391,100
JEF
Jefferies Financial Group
4.3438 of 5 stars
$52.02
+0.1%
$58.14
+11.8%
+12.5%$10.63B$10.82B17.577,787

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This page (NYSE:EVR) was last updated on 6/3/2026 by MarketBeat.com Staff.
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