Evercore (EVR) Competitors

$193.57
+0.47 (+0.24%)
(As of 05/8/2024 ET)

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

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), StepStone Group (STEP), Moelis & Company (MC), AllianceBernstein (AB), and Cohen & Steers (CNS). 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 business? We will compare the two businesses based on the strength of their community ranking, valuation, earnings, dividends, risk, media sentiment, profitability, analyst recommendations 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
LazardOutperform Votes
619
64.61%
Underperform Votes
339
35.39%
EvercoreOutperform Votes
510
63.99%
Underperform Votes
287
36.01%

Lazard currently has a consensus target price of $45.67, suggesting a potential upside of 17.06%. Evercore has a consensus target price of $180.67, suggesting a potential downside of 6.67%. Given Evercore's stronger consensus rating and higher probable upside, equities analysts plainly 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

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%16.46%8.31%

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

Lazard pays an annual dividend of $2.00 per share and has a dividend yield of 5.1%. Evercore pays an annual dividend of $3.20 per share and has a dividend yield of 1.7%. Lazard pays out -571.4% of its earnings in the form of a dividend. Evercore pays out 50.2% 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 raised its dividend for 16 consecutive years. Lazard is clearly the better dividend stock, given its higher yield and lower payout ratio.

In the previous week, Lazard had 7 more articles in the media than Evercore. MarketBeat recorded 7 mentions for Lazard and 0 mentions for Evercore. Evercore's average media sentiment score of 0.51 beat Lazard's score of 0.00 indicating that Lazard is being referred to more favorably in the media.

Company Overall Sentiment
Lazard Positive
Evercore Neutral

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$2.78B1.58-$75.48M-$0.35-111.46
Evercore$2.43B3.08$255.48M$6.3730.39

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

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$7.47B$9.13B$9.01B$17.71B
Dividend Yield1.60%24.24%10.42%3.52%
P/E Ratio30.3925.0957.2324.80
Price / Sales3.085.743,393.9510.75
Price / Cash25.6715.8027.6915.59
Price / Book4.103.742.435.10
Net Income$255.48M$306.09M$995.87M$967.52M
7 Day Performance3.77%0.56%1.07%1.66%
1 Month Performance-0.10%-2.79%-0.25%-1.43%
1 Year Performance79.76%26.36%17.53%108.46%

Evercore Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
LAZ
Lazard
4.2814 of 5 stars
$38.84
-2.5%
$45.67
+17.6%
+35.4%$4.38B$2.52B-110.973,291
IVZ
Invesco
4.5637 of 5 stars
$14.88
-0.5%
$16.79
+12.8%
-7.9%$6.68B$5.72B-19.848,500
HLNE
Hamilton Lane
4.3547 of 5 stars
$117.52
-0.2%
$109.67
-6.7%
+74.9%$6.35B$528.75M36.16600
HLI
Houlihan Lokey
4.4851 of 5 stars
$134.24
+0.1%
$123.33
-8.1%
+53.9%$9.28B$1.81B33.312,610News Coverage
JHG
Janus Henderson Group
3.6557 of 5 stars
$33.03
flat
$28.93
-12.4%
+23.2%$5.30B$2.10B12.462,200Earnings Report
Dividend Announcement
Insider Selling
AMG
Affiliated Managers Group
4.5755 of 5 stars
$155.55
-1.1%
$171.20
+10.1%
+10.5%$5.05B$2.06B8.974,000Earnings Report
Dividend Announcement
Analyst Forecast
Analyst Revision
High Trading Volume
STEP
StepStone Group
2.996 of 5 stars
$38.36
+1.5%
$35.21
-8.2%
+71.9%$4.23B$1.37B42.62980
MC
Moelis & Company
0.916 of 5 stars
$52.03
-0.7%
$50.80
-2.4%
+52.6%$3.89B$854.75M-273.841,161
AB
AllianceBernstein
4.398 of 5 stars
$32.65
-1.4%
$41.19
+26.1%
-6.1%$3.76B$4.16B13.554,707Positive News
CNS
Cohen & Steers
2.58 of 5 stars
$71.09
-1.3%
$67.00
-5.7%
+31.7%$3.52B$489.64M27.66405Dividend Announcement
Positive News

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This page (NYSE:EVR) was last updated on 5/9/2024 by MarketBeat.com Staff

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