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BLK vs. EVR: BlackRock vs. Evercore Stock Comparison

How do BlackRock (BLK) and Evercore (EVR) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

BlackRock (BLK) and Evercore (EVR) both belong to the Capital Markets industry, though BLK is classified under Asset Management & Custody Banks while EVR falls under Investment Banking & Brokerage.

Company profile comparison for BlackRock (BLK) and Evercore (EVR)
Profile ItemBLKEVR
NameBlackRock, Inc.Evercore Inc. Class A Common Stock
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryAsset Management & Custody BanksInvestment Banking & Brokerage
Market Capitalization182.05 billion USD10.81 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateOctober 1, 1999August 14, 2006
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

BLK
EVR
GSPC
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BlackRock (BLK) vs. Evercore (EVR), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for BlackRock (BLK) and Evercore (EVR). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for BlackRock (BLK) and Evercore (EVR). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for BlackRock (BLK) and Evercore (EVR)
MetricBLKEVR
Total Return (1Y)15.55%-2.40%
Total Return (3Y, Annualized)26.16%30.98%
Total Return (5Y, Annualized)7.41%16.41%

Risk Profile

Drawdown History

BLK
EVR
GSPC
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BlackRock (BLK) vs. Evercore (EVR), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for BlackRock (BLK) and Evercore (EVR). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for BlackRock (BLK) and Evercore (EVR)
MetricBLKEVR
Volatility (1Y, Annualized)28.45%39.76%
Beta (5Y)1.341.45
Max Drawdown (5Y)-43.90%-47.86%
Avg. Volume (3M)600.75K546.56K

Risk-Adjusted Performance

Risk-Return Positioning

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BLK and EVR are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for BlackRock (BLK) and Evercore (EVR)
MetricBLKEVR
Sharpe Ratio (1Y)0.40-0.17
Sortino Ratio (1Y)0.58-0.23

Profitability

ROE (TTM)

Evercore (EVR) at 37.97% sits in the top ROE quartile, while BlackRock (BLK) at 11.61% is closer to the peer norm — stronger capital efficiency for EVR.

BLK

Financial Services industry group

11.61%

Max
44.78%
Q3
21.85%
Median
12.91%
BLK
11.61%
Q1
4.48%
Min
-18.71%

EVR

Financial Services industry group

37.97%

Max
44.78%
EVR
37.97%
Q3
21.85%
Median
12.91%
Q1
4.48%
Min
-18.71%
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BlackRock (BLK) vs. Evercore (EVR): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Both BlackRock (BLK) at 24.22% and Evercore (EVR) at 15.73% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

BLK

Financial Services industry group

24.22%

Max
62.84%
Q3
28.05%
BLK
24.22%
Median
15.36%
Q1
4.82%
Min
-28.52%

EVR

Financial Services industry group

15.73%

Max
62.84%
Q3
28.05%
EVR
15.73%
Median
15.36%
Q1
4.82%
Min
-28.52%
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BlackRock (BLK) vs. Evercore (EVR): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both BlackRock (BLK) at 37.90% and Evercore (EVR) at 21.94% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

BLK

Financial Services industry group

37.90%

Max
107.33%
Q3
55.90%
BLK
37.90%
Median
30.09%
Q1
14.60%
Min
-44.34%

EVR

Financial Services industry group

21.94%

Max
107.33%
Q3
55.90%
Median
30.09%
EVR
21.94%
Q1
14.60%
Min
-44.34%
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BlackRock (BLK) vs. Evercore (EVR): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for BlackRock (BLK) and Evercore (EVR)
MetricBLKEVR
ROE (TTM)11.61%37.97%
ROA (TTM)3.85%17.07%
Net Margin (TTM)24.22%15.73%
Operating Margin (TTM)37.90%21.94%
Gross Margin (TTM)----

Growth

Revenue Growth

Evercore (EVR) at 29.41% sits in the top revenue growth quartile, while BlackRock (BLK) at 18.67% is closer to the peer norm — faster top-line expansion for EVR.

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BlackRock (BLK) vs. Evercore (EVR): A comparison of their Revenue Growth across different time periods.

EPS Growth

Evercore (EVR) at 54.74% sits in the top EPS growth quartile, while BlackRock (BLK) at -15.95% is closer to the peer norm — faster per-share earnings growth for EVR.

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BlackRock (BLK) vs. Evercore (EVR): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for BlackRock (BLK) and Evercore (EVR)
MetricBLKEVR
Revenue Growth (YoY)18.67%29.41%
Revenue Growth (3Y CAGR)10.65%11.76%
EPS Growth (YoY)-15.95%54.74%
EPS Growth (3Y CAGR)1.30%6.57%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: BlackRock (BLK) in Financial Services and Evercore (EVR) in Financial Services both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.

Debt / Equity (MRQ)

debt-to-equity ratio is set aside for both: BlackRock (BLK) in Financial Services and Evercore (EVR) in Financial Services run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.

Financial Strength Metrics

Financial strength metrics for BlackRock (BLK) and Evercore (EVR)
MetricBLKEVR
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Both BlackRock (BLK) at 1.91% and Evercore (EVR) at 1.21% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

BLK

Financial Services industry group

1.91%

Max
9.77%
Q3
3.92%
BLK
1.91%
Median
1.09%
Q1
0.00%
Min
0.00%

EVR

Financial Services industry group

1.21%

Max
9.77%
Q3
3.92%
EVR
1.21%
Median
1.09%
Q1
0.00%
Min
0.00%
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BlackRock (BLK) vs. Evercore (EVR): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both BlackRock (BLK) at 51.00% and Evercore (EVR) at 18.93% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

BLK

Financial Services industry group

51.00%

Max
241.07%
Q3
97.36%
BLK
51.00%
Median
25.77%
Q1
0.00%
Min
0.00%

EVR

Financial Services industry group

18.93%

Max
241.07%
Q3
97.36%
Median
25.77%
EVR
18.93%
Q1
0.00%
Min
0.00%
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BlackRock (BLK) vs. Evercore (EVR): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for BlackRock (BLK) and Evercore (EVR)
MetricBLKEVR
Dividend Yield (TTM)1.91%1.21%
Dividend Payout Ratio (TTM)51.00%18.93%

Valuation

P/E Ratio (TTM)

Evercore (EVR) at 15.57 is near its industry’s usual P/E ratio, while BlackRock (BLK) at 26.84 sits in the richer quartile — BLK needs stronger growth or earnings quality to justify the premium.

BLK

Financial Services industry group

26.84

Max
45.85
BLK
26.84
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16

EVR

Financial Services industry group

15.57

Max
45.85
Q3
24.64
EVR
15.57
Median
15.37
Q1
9.68
Min
0.16
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BlackRock (BLK) vs. Evercore (EVR): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Evercore (EVR) at 2.23 is priced about in line with its industry on P/S ratio, while BlackRock (BLK) at 6.38 sits in the pricier quartile — BLK costs more per dollar of sales.

BLK

Financial Services industry group

6.38

Max
9.23
BLK
6.38
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55

EVR

Financial Services industry group

2.23

Max
9.23
Q3
4.57
Median
2.72
EVR
2.23
Q1
1.28
Min
-0.55
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BlackRock (BLK) vs. Evercore (EVR): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

BlackRock (BLK) at 3.14 is valued about in line with its industry on P/B ratio, while Evercore (EVR) at 5.56 carries an above-peer premium to book — EVR is pricier on assets.

BLK

Financial Services industry group

3.14

Max
7.79
Q3
3.63
BLK
3.14
Median
1.57
Q1
0.81
Min
-0.39

EVR

Financial Services industry group

5.56

Max
7.79
EVR
5.56
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
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BlackRock (BLK) vs. Evercore (EVR): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for BlackRock (BLK) and Evercore (EVR)
MetricBLKEVR
P/E Ratio (TTM)26.8415.57
P/S Ratio (TTM)6.382.23
P/B Ratio (MRQ)3.145.56
Free Cash Flow Yield (TTM)----