(EVR) Evercore Partners - Performance 9% in 12m
Compare EVR with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
72.69%
#20 in Group
Rel. Strength
60.63%
#3163 in Universe
Total Return 12m
9.02%
#35 in Group
Total Return 5y
334.61%
#14 in Group
P/E 20.3
69th Percentile in Group
P/E Forward 18.9
70th Percentile in Group
PEG 1.13
41th Percentile in Group
FCF Yield 14.1%
79th Percentile in Group
12m Total Return: EVR (9%) vs XLF (19.3%)
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 |
-8.17% | 19.1% | 472% | 21.8 | 16.1 | 1.22 | 70.0% | 22.6% |
| RJF NYSE Raymond James Financial |
-5.38% | 14.3% | 238% | 13.2 | 12.3 | 1.6 | 68.8% | 14.3% |
| PJT NYSE PJT Partners |
-8.59% | 42.4% | 208% | 26.3 | 23.9 | 1.36 | 15.8% | 36.6% |
| SF NYSE Stifel Financial |
-15.8% | 11.2% | 218% | 13.3 | 9.78 | 0.85 | -16.1% | 10.6% |
| EVR NYSE Evercore Partners |
-9.03% | 9.02% | 335% | 20.3 | 18.9 | 1.13 | -55.5% | 0.91% |
| BGC NASDAQ BGC |
-8.32% | 11.1% | 226% | 34.2 | - | 1.22 | 12.1% | -11.1% |
| MC NYSE Moelis |
-16.5% | 8.67% | 161% | 27.9 | 27.2 | 1.97 | -57.4% | 4% |
| SCHW NYSE Charles Schwab |
-1% | 8.25% | 133% | 25.5 | 18.3 | 1.01 | -13.0% | 6.41% |
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 | -9.03% | -4.78% | -4.31% |
| 3 Months | -29.55% | -6.25% | -7.85% |
| 12 Months | 9.02% | 19.30% | 10.76% |
| 5 Years | 334.61% | 134.53% | 106.31% |
| Trend Score (consistency of price movement) | EVR | XLF | S&P 500 |
| 1 Month | -21.9% | -30.6% | -35.6% |
| 3 Months | -91.7% | -83.1% | -89.7% |
| 12 Months | 27.7% | 84.9% | 58.3% |
| 5 Years | 78.7% | 75.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #41 | -4.46% | -4.93% |
| 3 Month | #51 | -24.9% | -23.5% |
| 12 Month | #36 | -8.62% | -1.57% |
| 5 Years | #15 | 85.3% | 111% |
FAQs
Does EVR Evercore Partners outperforms the market?
No,
over the last 12 months EVR made 9.02%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.30%.
Over the last 3 months EVR made -29.55%, while XLF made -6.25%.
Over the last 3 months EVR made -29.55%, while XLF made -6.25%.
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 | 5.46% | -4.72% | -19.4% | -1.74% |
| US NASDAQ 100 | QQQ | 3.50% | -4.79% | -19.4% | -2.99% |
| US Dow Jones Industrial 30 | DIA | 7.53% | -3.25% | -19.7% | 2.04% |
| German DAX 40 | DAX | 8.12% | -5.22% | -37.9% | -14.5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 12.0% | -5.53% | -18.0% | 0.40% |
| Hongkong Hang Seng | HSI | 7.73% | -6.15% | -21.3% | -5.0% |
| India NIFTY 50 | INDA | 12.9% | -10.6% | -21.0% | 7.22% |
| Brasil Bovespa | EWZ | 5.71% | -11.0% | -23.9% | 14.5% |
EVR vs. Sectors EVR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 5.60% | -3.45% | -28.2% | -13.4% |
| Consumer Discretionary | XLY | 3.11% | -4.99% | -22.6% | -5.33% |
| Consumer Staples | XLP | 12.9% | -11.8% | -24.7% | -0.47% |
| Energy | XLE | 8.81% | 2.60% | -17.0% | 21.0% |
| Financial | XLF | 7.42% | -4.25% | -27.5% | -10.3% |
| Health Care | XLV | 8.48% | -4.06% | -17.4% | 8.76% |
| Industrial | XLI | 7.29% | -4.96% | -19.8% | 2.11% |
| Materials | XLB | 8.71% | -4.52% | -12.5% | 14.4% |
| Real Estate | XLRE | 10.3% | -7.12% | -17.3% | -6.10% |
| Technology | XLK | 1.65% | -4.51% | -14.6% | 2.78% |
| Utilities | XLU | 9.61% | -10.7% | -22.5% | -11.4% |
| Aerospace & Defense | XAR | 5.90% | -8.73% | -30.7% | -18.0% |
| Biotech | XBI | 6.33% | -1.19% | -6.33% | 11.3% |
| Homebuilder | XHB | 7.21% | -3.01% | -4.44% | 17.0% |
| Retail | XRT | 8.25% | -6.10% | -15.3% | 12.6% |