BRK.A vs. EVR: Berkshire Hathaway vs. Evercore Stock Comparison
How do Berkshire Hathaway (BRK.A) 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
Berkshire Hathaway (BRK.A) and Evercore (EVR) both fall under the Financial Services industry group, but BRK.A is classified in Financial Services while EVR is classified in Capital Markets.
| Profile Item | BRK.A | EVR |
|---|---|---|
| Name | Berkshire Hathaway Inc. Class A | Evercore Inc. Class A Common Stock |
| Country/Region | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Financial Services | Capital Markets |
| GICS Sub-Industry | Multi-Sector Holdings | Investment Banking & Brokerage |
| Market Capitalization | 1,222.51 billion USD | 10.81 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | March 17, 1980 | August 14, 2006 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BRK.A | EVR |
|---|---|---|
| Total Return (1Y) | 13.87% | -2.40% |
| Total Return (3Y, Annualized) | 17.28% | 30.98% |
| Total Return (5Y, Annualized) | 14.57% | 16.41% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
Evercore (EVR) has an aggressive beta of 1.45, indicating higher sensitivity to broad-market moves, while Berkshire Hathaway (BRK.A) is defensive at 0.56 and tends to be less market-sensitive — they sit on opposite ends of the beta spectrum.
| Metric | BRK.A | EVR |
|---|---|---|
| Volatility (1Y, Annualized) | 14.86% | 39.76% |
| Beta (5Y) | 0.56 | 1.45 |
| Max Drawdown (5Y) | -25.98% | -47.86% |
| Avg. Volume (3M) | 206 | 546.56K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BRK.A | EVR |
|---|---|---|
| Sharpe Ratio (1Y) | 0.65 | -0.17 |
| Sortino Ratio (1Y) | 0.96 | -0.23 |
Profitability
ROE (TTM)
Evercore (EVR) at 37.97% sits in the top ROE quartile, while Berkshire Hathaway (BRK.A) at 12.12% is closer to the peer norm — stronger capital efficiency for EVR.
BRK.A
Financial Services industry group
12.12%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- BRK.A
- 12.12%
- 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%
Net Margin (TTM)
Both Berkshire Hathaway (BRK.A) at 22.30% 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.
BRK.A
Financial Services industry group
22.30%
- Max
- 62.84%
- Q3
- 28.05%
- BRK.A
- 22.30%
- 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%
Operating Margin (TTM)
Both Berkshire Hathaway (BRK.A) at 32.56% and Evercore (EVR) at 21.94% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
BRK.A
Financial Services industry group
32.56%
- Max
- 107.33%
- Q3
- 55.90%
- BRK.A
- 32.56%
- 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%
Profitability Metrics
| Metric | BRK.A | EVR |
|---|---|---|
| ROE (TTM) | 12.12% | 37.97% |
| ROA (TTM) | 6.01% | 17.07% |
| Net Margin (TTM) | 22.30% | 15.73% |
| Operating Margin (TTM) | 32.56% | 21.94% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Evercore (EVR) at 29.41% sits in the top revenue growth quartile, while Berkshire Hathaway (BRK.A) at -3.23% is in the bottom quartile, showing a clear gap in revenue momentum.
EPS Growth
Evercore (EVR) at 54.74% sits in the top EPS growth quartile, while Berkshire Hathaway (BRK.A) at -24.78% is in the bottom quartile, showing a clear gap in earnings momentum.
Growth Metrics
| Metric | BRK.A | EVR |
|---|---|---|
| Revenue Growth (YoY) | -3.23% | 29.41% |
| Revenue Growth (3Y CAGR) | 20.59% | 11.76% |
| EPS Growth (YoY) | -24.78% | 54.74% |
| EPS Growth (3Y CAGR) | -- | 6.57% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Berkshire Hathaway (BRK.A) 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: Berkshire Hathaway (BRK.A) 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
| Metric | BRK.A | EVR |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Berkshire Hathaway (BRK.A) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Evercore (EVR) reports a yield of 1.21%, ranking against industry peers normally.
BRK.A
Financial Services industry group
0.00%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- BRK.A
- 0.00%
- 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%
Dividend Payout Ratio (TTM)
Berkshire Hathaway (BRK.A) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Evercore (EVR) reports a payout of 18.93%, ranking against industry peers normally.
BRK.A
Financial Services industry group
0.00%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- BRK.A
- 0.00%
- 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%
Dividend Metrics
| Metric | BRK.A | EVR |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 1.21% |
| Dividend Payout Ratio (TTM) | 0.00% | 18.93% |
Valuation
P/E Ratio (TTM)
Both Berkshire Hathaway (BRK.A) at 14.36 and Evercore (EVR) at 15.57 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.
BRK.A
Financial Services industry group
14.36
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- BRK.A
- 14.36
- 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
P/S Ratio (TTM)
On P/S ratio, both Berkshire Hathaway (BRK.A) at 3.18 and Evercore (EVR) at 2.23 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
BRK.A
Financial Services industry group
3.18
- Max
- 9.23
- Q3
- 4.57
- BRK.A
- 3.18
- 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
P/B Ratio (MRQ)
Berkshire Hathaway (BRK.A) at 1.72 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.
BRK.A
Financial Services industry group
1.72
- Max
- 7.79
- Q3
- 3.63
- BRK.A
- 1.72
- 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
Valuation Metrics
| Metric | BRK.A | EVR |
|---|---|---|
| P/E Ratio (TTM) | 14.36 | 15.57 |
| P/S Ratio (TTM) | 3.18 | 2.23 |
| P/B Ratio (MRQ) | 1.72 | 5.56 |
| Free Cash Flow Yield (TTM) | -- | -- |