(EVR) Evercore Partners - Performance -6.6% in 12m
Compare EVR with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
78.68%
#20 in Group
Rel. Strength
41.34%
#4544 in Universe
Total Return 12m
-6.60%
#43 in Group
Total Return 5y
303.11%
#16 in Group
P/E 22.0
69th Percentile in Group
P/E Forward 15.0
59th Percentile in Group
PEG 1.13
39th Percentile in Group
FCF Yield 12.9%
78th Percentile in Group
12m Total Return: EVR (-6.6%) vs XLF (16.3%)
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 |
|---|---|---|---|---|---|---|---|---|
| PJT NYSE PJT Partners |
-16% | 41% | 206% | 29 | 22.5 | 1.36 | 15.8% | 36.6% |
| LPLA NASDAQ LPL Financial Holdings |
-12.8% | 19.3% | 506% | 23.9 | 17.6 | 1.33 | 70.0% | 22.6% |
| RJF NYSE Raymond James Financial |
-13.1% | 1.95% | 228% | 13.6 | 13 | 1.69 | 68.9% | 14.3% |
| SF NYSE Stifel Financial |
-16.9% | 13.7% | 252% | 15 | 11.4 | 0.85 | -1.20% | 12% |
| EVR NYSE Evercore Partners |
-23.9% | -6.6% | 303% | 22 | 15 | 1.13 | -55.5% | 0.91% |
| MC NYSE Moelis |
-22.3% | -2.17% | 145% | 32.5 | 21.7 | 1.97 | -59.5% | 3.52% |
| LAZ NYSE Lazard |
-20.8% | -0.86% | 113% | 16.1 | 12.3 | 1 | -42.7% | 3.53% |
| SCHW NYSE Charles Schwab |
-4.16% | 6.31% | 123% | 26.8 | 18.9 | 0.91 | -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 | -23.87% | -7.49% | -7.79% |
| 3 Months | -35.83% | -1.50% | -9.06% |
| 12 Months | -6.60% | 16.29% | 4.64% |
| 5 Years | 303.11% | 148.74% | 117.94% |
| Trend Score (consistency of price movement) | EVR | XLF | S&P 500 |
| 1 Month | 9.40% | 58.6% | -5.5% |
| 3 Months | -83.5% | -8.5% | -61.9% |
| 12 Months | 59.3% | 92.9% | 82.8% |
| 5 Years | 79.0% | 75.3% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #54 | -17.7% | -17.4% |
| 3 Month | #54 | -34.9% | -29.4% |
| 12 Month | #43 | -19.7% | -10.7% |
| 5 Years | #17 | 62.1% | 85.0% |
FAQs
Does EVR Evercore Partners outperforms the market?
No,
over the last 12 months EVR made -6.60%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 16.29%.
Over the last 3 months EVR made -35.83%, while XLF made -1.50%.
Over the last 3 months EVR made -35.83%, while XLF made -1.50%.
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 | -8.06% | -16.1% | -23.0% | -11.2% |
| US NASDAQ 100 | QQQ | -6.99% | -14.7% | -21.8% | -9.16% |
| US Dow Jones Industrial 30 | DIA | -9.23% | -17.8% | -25.1% | -11.9% |
| German DAX 40 | DAX | -9.18% | -17.6% | -42.0% | -24.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -10.8% | -23.1% | -12.8% | -14.7% |
| Hongkong Hang Seng | HSI | -11.6% | -24.9% | -19.5% | -23.1% |
| India NIFTY 50 | INDA | -12.2% | -30.9% | -17.8% | -6.35% |
| Brasil Bovespa | EWZ | -13.4% | -32.9% | -22.2% | 4.72% |
EVR vs. Sectors EVR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -7.22% | -15.8% | -31.4% | -19.6% |
| Consumer Discretionary | XLY | -7.36% | -14.2% | -26.1% | -13.7% |
| Consumer Staples | XLP | -14.9% | -22.6% | -30.2% | -19.5% |
| Energy | XLE | -6.82% | -23.4% | -23.4% | 1.13% |
| Financial | XLF | -8.46% | -16.4% | -35.0% | -22.9% |
| Health Care | XLV | -12.2% | -19.9% | -23.2% | -7.58% |
| Industrial | XLI | -8.12% | -17.8% | -22.2% | -8.74% |
| Materials | XLB | -9.31% | -19.8% | -16.5% | 2.22% |
| Real Estate | XLRE | -12.0% | -18.3% | -22.7% | -16.5% |
| Technology | XLK | -5.72% | -13.3% | -15.8% | -1.39% |
| Utilities | XLU | -15.4% | -24.1% | -26.3% | -31.5% |
| Aerospace & Defense | XAR | -8.44% | -20.5% | -28.0% | -21.8% |
| Biotech | XBI | -4.78% | -15.2% | -8.78% | 7.44% |
| Homebuilder | XHB | -6.37% | -16.9% | -2.96% | 8.25% |
| Retail | XRT | -7.01% | -15.3% | -16.4% | 4.97% |