(EVR) Evercore Partners - Performance 14.6% in 12m
Compare EVR with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
72.12%
#21 in Group
Rel. Strength
68.96%
#2478 in Universe
Total Return 12m
14.61%
#32 in Group
Total Return 5y
363.70%
#12 in Group
P/E 21.7
69th Percentile in Group
P/E Forward 20.3
67th Percentile in Group
PEG 1.13
41th Percentile in Group
FCF Yield 13.0%
79th Percentile in Group
12m Total Return: EVR (14.6%) vs XLF (22.7%)
5y Drawdown (Underwater) Chart
Top Performers in Investment Banking & Brokerage
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| LPLA NASDAQ LPL Financial Holdings |
-2.25% | 19.4% | 435% | 22.4 | 16.7 | 1.36 | 59.1% | 34.9% |
| RJF NYSE Raymond James Financial |
-0.99% | 13.9% | 255% | 13.2 | 12.9 | 1.68 | 66.1% | 10.4% |
| PJT NYSE PJT Partners |
2.78% | 51.1% | 228% | 27.5 | 25 | 1.36 | -1.80% | 29.3% |
| SF NYSE Stifel Financial |
-9.09% | 9.18% | 235% | 16.4 | 10.1 | 0.85 | -4.40% | 8.95% |
| EVR NYSE Evercore Partners |
2.79% | 14.6% | 364% | 21.7 | 20.3 | 1.13 | -58.5% | -2.93% |
| MC NYSE Moelis |
-8.19% | 13.5% | 150% | 23.9 | 27.7 | 1.97 | -49.9% | -11.4% |
| SCHW NYSE Charles Schwab |
3.99% | 11.6% | 145% | 24.2 | 18.9 | 1 | -8.40% | 6.95% |
| LAZ NYSE Lazard |
-10.2% | 5.39% | 101% | 14.6 | 15.5 | 1 | -37.2% | -28.4% |
Performance Comparison: EVR vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for EVR
| Total Return (including Dividends) | EVR | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 2.79% | -2.11% | -0.87% |
| 3 Months | -29.28% | -4.92% | -7.58% |
| 12 Months | 14.61% | 22.69% | 11.88% |
| 5 Years | 363.70% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | EVR | XLF | S&P 500 |
| 1 Month | 38.3% | 27.8% | 23% |
| 3 Months | -86.9% | -81% | -88.5% |
| 12 Months | 23.0% | 83.7% | 55.1% |
| 5 Years | 78.5% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #21 | 5.0% | 3.69% |
| 3 Month | #50 | -25.6% | -23.5% |
| 12 Month | #33 | -6.59% | 2.44% |
| 5 Years | #13 | 89.4% | 120% |
FAQs
Does EVR Evercore Partners outperforms the market?
No,
over the last 12 months EVR made 14.61%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months EVR made -29.28%, while XLF made -4.92%.
Over the last 3 months EVR made -29.28%, while XLF made -4.92%.
Performance Comparison EVR vs Indeces and Sectors
EVR vs. Indices EVR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 6.05% | 3.66% | -20.0% | 2.73% |
| US NASDAQ 100 | QQQ | 5.02% | 1.39% | -20.4% | 1.94% |
| US Dow Jones Industrial 30 | DIA | 6.99% | 5.97% | -19.9% | 5.41% |
| German DAX 40 | DAX | 7.28% | 1.47% | -39.5% | -10.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 10.0% | 5.61% | -17.0% | 8.65% |
| Hongkong Hang Seng | HSI | 7.04% | 2.73% | -21.9% | 0.72% |
| India NIFTY 50 | INDA | 8.89% | -1.27% | -20.3% | 11.5% |
| Brasil Bovespa | EWZ | 6.85% | -1.81% | -23.7% | 20.4% |
EVR vs. Sectors EVR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 5.80% | 3.84% | -26.1% | -9.35% |
| Consumer Discretionary | XLY | 5.97% | 2.89% | -22.5% | 1.29% |
| Consumer Staples | XLP | 9.55% | 2.59% | -25.3% | 3.41% |
| Energy | XLE | 10.5% | 16.7% | -14.2% | 25.7% |
| Financial | XLF | 7.44% | 4.90% | -27.6% | -8.08% |
| Health Care | XLV | 6.13% | 6.58% | -18.3% | 12.9% |
| Industrial | XLI | 5.63% | 2.68% | -20.7% | 5.02% |
| Materials | XLB | 6.66% | 5.22% | -12.6% | 18.1% |
| Real Estate | XLRE | 7.57% | 4.10% | -19.1% | -3.48% |
| Technology | XLK | 3.60% | 1.10% | -16.6% | 6.88% |
| Utilities | XLU | 8.89% | 2.73% | -22.1% | -7.22% |
| Aerospace & Defense | XAR | 5.10% | -3.60% | -33.5% | -12.0% |
| Biotech | XBI | 4.75% | 0.51% | -7.32% | 16.4% |
| Homebuilder | XHB | 6.74% | 5.06% | -5.15% | 21.6% |
| Retail | XRT | 7.62% | 3.35% | -14.4% | 17.4% |