Evercore (EVR) Competitors

$203.48
+4.21 (+2.11%)
(As of 05/17/2024 ET)

EVR vs. LAZ, IVZ, HLNE, HLI, JHG, AMG, MC, STEP, AB, and APAM

Should you be buying Evercore stock or one of its competitors? The main competitors of Evercore include Lazard (LAZ), Invesco (IVZ), Hamilton Lane (HLNE), Houlihan Lokey (HLI), Janus Henderson Group (JHG), Affiliated Managers Group (AMG), Moelis & Company (MC), StepStone Group (STEP), AllianceBernstein (AB), and Artisan Partners Asset Management (APAM). These companies are all part of the "investment advice" industry.

Evercore vs.

Lazard (NYSE:LAZ) and Evercore (NYSE:EVR) are both mid-cap finance companies, but which is the superior stock? We will contrast the two companies based on the strength of their profitability, valuation, risk, dividends, institutional ownership, media sentiment, community ranking, analyst recommendations and earnings.

Lazard pays an annual dividend of $2.00 per share and has a dividend yield of 4.9%. Evercore pays an annual dividend of $3.04 per share and has a dividend yield of 1.5%. Lazard pays out -571.4% of its earnings in the form of a dividend. Evercore pays out 47.7% 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 16 consecutive years. Lazard is clearly the better dividend stock, given its higher yield and lower payout ratio.

Lazard presently has a consensus price target of $45.67, indicating a potential upside of 11.90%. Evercore has a consensus price target of $180.67, indicating a potential downside of 11.21%. Given Evercore's stronger consensus rating and higher possible upside, equities research analysts clearly believe Lazard is more favorable than Evercore.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Lazard
1 Sell rating(s)
1 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.50
Evercore
0 Sell rating(s)
4 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

54.8% of Lazard shares are held by institutional investors. Comparatively, 86.2% of Evercore shares are held by institutional investors. 3.9% of Lazard shares are held by insiders. Comparatively, 8.7% of Evercore shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

In the previous week, Lazard had 16 more articles in the media than Evercore. MarketBeat recorded 16 mentions for Lazard and 0 mentions for Evercore. Evercore's average media sentiment score of 0.07 beat Lazard's score of 0.00 indicating that Lazard is being referred to more favorably in the media.

Company Overall Sentiment
Lazard Neutral
Evercore Neutral

Lazard has a beta of 1.46, indicating that its share price is 46% more volatile than the S&P 500. Comparatively, Evercore has a beta of 1.44, indicating that its share price is 44% more volatile than the S&P 500.

Evercore has lower revenue, but higher earnings than Lazard. Lazard 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
Lazard$2.52B1.83-$75.48M-$0.35-116.60
Evercore$2.43B3.23$255.48M$6.3731.94

Lazard received 109 more outperform votes than Evercore when rated by MarketBeat users. Likewise, 64.61% of users gave Lazard an outperform vote while only 63.99% of users gave Evercore an outperform vote.

CompanyUnderperformOutperform
LazardOutperform Votes
619
64.61%
Underperform Votes
339
35.39%
EvercoreOutperform Votes
510
63.99%
Underperform Votes
287
36.01%

Evercore has a net margin of 10.53% compared to Evercore's net margin of -0.63%. Evercore's return on equity of 37.27% beat Lazard's return on equity.

Company Net Margins Return on Equity Return on Assets
Lazard-0.63% 37.27% 3.63%
Evercore 10.53%16.53%8.52%

Summary

Lazard beats Evercore on 12 of the 21 factors compared between the two stocks.

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

MetricEvercoreInvestment advice IndustryFinance SectorNYSE Exchange
Market Cap$7.84B$9.74B$10.07B$18.13B
Dividend Yield1.49%24.12%5.84%3.44%
P/E Ratio31.9438.1537.0422.66
Price / Sales3.236.78207.8410.60
Price / Cash27.5216.2716.6819.24
Price / Book4.763.543.326.00
Net Income$255.48M$306.25M$1.01B$966.17M
7 Day Performance3.68%1.42%1.72%1.85%
1 Month Performance9.19%3.76%4.59%6.59%
1 Year Performance88.01%24.60%19.56%23.69%

Evercore Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
LAZ
Lazard
4.0085 of 5 stars
$39.51
+1.9%
$45.67
+15.6%
+42.1%$4.46B$2.52B-112.883,291Analyst Revision
IVZ
Invesco
4.4971 of 5 stars
$16.01
+1.4%
$16.79
+4.9%
+4.4%$7.20B$5.72B-21.358,500Analyst Revision
HLNE
Hamilton Lane
4.6631 of 5 stars
$115.47
+0.6%
$109.67
-5.0%
+71.5%$6.24B$528.75M35.53600Upcoming Earnings
Short Interest ↓
News Coverage
HLI
Houlihan Lokey
4.7724 of 5 stars
$136.83
+0.6%
$124.33
-9.1%
+50.9%$9.46B$1.91B33.292,610Analyst Forecast
Short Interest ↓
JHG
Janus Henderson Group
4.6143 of 5 stars
$33.78
+2.6%
$29.59
-12.4%
+28.1%$5.42B$2.16B12.752,200Analyst Upgrade
AMG
Affiliated Managers Group
4.0397 of 5 stars
$159.02
+1.5%
$173.80
+9.3%
+11.5%$5.16B$2.06B8.824,000
MC
Moelis & Company
1.1209 of 5 stars
$55.76
+1.3%
$50.80
-8.9%
+54.9%$4.17B$854.75M-293.471,161Insider Selling
Analyst Revision
STEP
StepStone Group
1.9772 of 5 stars
$37.72
-0.7%
$35.21
-6.6%
+68.2%$4.16B$1.37B41.91980Upcoming Earnings
High Trading Volume
AB
AllianceBernstein
3.5365 of 5 stars
$33.56
+2.8%
$41.19
+22.7%
-3.0%$3.76B$309.68M13.934,707Positive News
APAM
Artisan Partners Asset Management
2.5876 of 5 stars
$45.73
+1.9%
$43.00
-6.0%
+36.3%$3.68B$975.10M13.94573Analyst Revision
Positive News

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This page (NYSE:EVR) was last updated on 5/19/2024 by MarketBeat.com Staff

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