Evercore (EVR) Competitors

$184.91
+0.62 (+0.34%)
(As of 01:44 PM ET)

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

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

Evercore vs.

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

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

Evercore currently has a consensus target price of $180.67, suggesting a potential downside of 1.97%. Lazard has a consensus target price of $45.67, suggesting a potential upside of 17.12%. Given Lazard's stronger consensus rating and higher probable upside, analysts plainly believe Lazard is more favorable than Evercore.

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

86.2% of Evercore shares are held by institutional investors. Comparatively, 54.8% of Lazard shares are held by institutional investors. 8.7% of Evercore shares are held by insiders. Comparatively, 3.1% of Lazard shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

In the previous week, Lazard had 12 more articles in the media than Evercore. MarketBeat recorded 28 mentions for Lazard and 16 mentions for Evercore. Lazard's average media sentiment score of 0.67 beat Evercore's score of 0.14 indicating that Lazard is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Evercore
1 Very Positive mention(s)
2 Positive mention(s)
8 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
Lazard
10 Very Positive mention(s)
7 Positive mention(s)
6 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Evercore pays an annual dividend of $3.04 per share and has a dividend yield of 1.6%. Lazard pays an annual dividend of $2.00 per share and has a dividend yield of 5.0%. Evercore pays out 47.7% of its earnings in the form of a dividend. Lazard pays out -571.4% 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. Lazard is clearly the better dividend stock, given its higher yield and lower payout ratio.

Evercore has a net margin of 10.53% compared to Lazard's net margin of -0.63%. Lazard's return on equity of 37.47% beat Evercore's return on equity.

Company Net Margins Return on Equity Return on Assets
Evercore10.53% 16.46% 8.31%
Lazard -0.63%37.47%3.65%

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

Evercore has higher earnings, but lower revenue 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
Evercore$2.43B2.94$255.48M$6.3728.96
Lazard$2.52B1.80-$75.48M-$0.35-114.43

Summary

Lazard beats Evercore on 12 of the 20 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$7.13B$9.03B$8.29B$17.38B
Dividend Yield1.65%24.19%10.74%3.54%
P/E Ratio28.9621.4853.4121.23
Price / Sales2.946.713,488.4610.42
Price / Cash24.9215.9727.2915.39
Price / Book3.913.672.374.80
Net Income$255.48M$301.07M$989.44M$960.49M
7 Day Performance-4.01%0.91%1.13%3.08%
1 Month Performance-4.23%-1.47%-1.25%-1.73%
1 Year Performance61.70%22.49%10.14%16.28%

Evercore Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
LAZ
Lazard
4.5266 of 5 stars
$39.65
+3.0%
$46.00
+16.0%
+24.6%$4.47B$2.52B-40.873,291Earnings Report
Dividend Announcement
Analyst Report
Analyst Revision
IVZ
Invesco
4.5869 of 5 stars
$14.59
-6.4%
$17.46
+19.7%
-14.4%$6.55B$5.72B-19.728,500Earnings Report
Dividend Increase
Short Interest ↑
High Trading Volume
HLI
Houlihan Lokey
4.4897 of 5 stars
$129.78
+1.4%
$123.33
-5.0%
+38.7%$8.97B$1.81B32.202,610Positive News
HLNE
Hamilton Lane
4.3888 of 5 stars
$113.49
+1.8%
$109.67
-3.4%
+55.4%$6.13B$528.75M34.92600
AMG
Affiliated Managers Group
4.1965 of 5 stars
$161.42
-0.1%
$171.20
+6.1%
+11.0%$5.25B$2.06B9.304,000Upcoming Earnings
Positive News
JHG
Janus Henderson Group
3.5329 of 5 stars
$31.85
+2.0%
$28.83
-9.5%
+22.1%$5.14B$2.10B13.442,200Upcoming Earnings
Short Interest ↑
STEP
StepStone Group
3.5284 of 5 stars
$35.79
-1.2%
$35.21
-1.6%
+65.5%$3.95B$1.37B39.77980Short Interest ↓
MC
Moelis & Company
2.4603 of 5 stars
$54.60
+2.6%
$50.80
-7.0%
+31.3%$3.89B$854.75M-151.671,161Earnings Report
Dividend Announcement
Analyst Revision
CNS
Cohen & Steers
1.9403 of 5 stars
$71.59
+3.2%
$67.00
-6.4%
+17.2%$3.55B$489.64M27.86405Short Interest ↑
APAM
Artisan Partners Asset Management
1.7199 of 5 stars
$43.43
+2.1%
$43.00
-1.0%
+21.0%$3.47B$975.10M13.74573Earnings Report
Dividend Cut
Short Interest ↑

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This page (NYSE:EVR) was last updated on 4/29/2024 by MarketBeat.com Staff

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