EVR vs. FDS: Evercore vs. FactSet Research Systems Stock Comparison
How do Evercore (EVR) and FactSet Research Systems (FDS) 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
Evercore (EVR) and FactSet Research Systems (FDS) both belong to the Capital Markets industry, though EVR is classified under Investment Banking & Brokerage while FDS falls under Financial Exchanges & Data.
| Profile Item | EVR | FDS |
|---|---|---|
| Name | Evercore Inc. Class A Common Stock | FactSet Research Systems Inc. |
| Country/Region | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Capital Markets | Capital Markets |
| GICS Sub-Industry | Investment Banking & Brokerage | Financial Exchanges & Data |
| Market Capitalization | 10.81 billion USD | 11.56 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | August 14, 2006 | June 28, 1996 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | EVR | FDS |
|---|---|---|
| Total Return (1Y) | -2.40% | 27.49% |
| Total Return (3Y, Annualized) | 30.98% | -8.71% |
| Total Return (5Y, Annualized) | 16.41% | -4.88% |
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 FactSet Research Systems (FDS) is defensive at 0.69 and tends to be less market-sensitive — they sit on opposite ends of the beta spectrum.
| Metric | EVR | FDS |
|---|---|---|
| Volatility (1Y, Annualized) | 39.76% | 48.03% |
| Beta (5Y) | 1.45 | 0.69 |
| Max Drawdown (5Y) | -47.86% | -61.13% |
| Avg. Volume (3M) | 546.56K | 803.71K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | EVR | FDS |
|---|---|---|
| Sharpe Ratio (1Y) | -0.17 | 0.48 |
| Sortino Ratio (1Y) | -0.23 | 0.71 |
Profitability
ROE (TTM)
Both Evercore (EVR) at 37.97% and FactSet Research Systems (FDS) at 25.48% sit in the top peer quartile for ROE, suggesting each generates more profit from shareholders’ equity than typical industry peers.
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%
FDS
Financial Services industry group
25.48%
- Max
- 44.78%
- FDS
- 25.48%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Both Evercore (EVR) at 15.73% and FactSet Research Systems (FDS) at 21.54% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.
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%
FDS
Financial Services industry group
21.54%
- Max
- 62.84%
- Q3
- 28.05%
- FDS
- 21.54%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Both Evercore (EVR) at 21.94% and FactSet Research Systems (FDS) at 22.22% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
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%
FDS
Financial Services industry group
22.22%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- FDS
- 22.22%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | EVR | FDS |
|---|---|---|
| ROE (TTM) | 37.97% | 25.48% |
| ROA (TTM) | 17.07% | 10.65% |
| Net Margin (TTM) | 15.73% | 21.54% |
| Operating Margin (TTM) | 21.94% | 22.22% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Evercore (EVR) at 29.41% sits in the top revenue growth quartile, while FactSet Research Systems (FDS) at 6.65% is closer to the peer norm — faster top-line expansion for EVR.
EPS Growth
Evercore (EVR) at 54.74% sits in the top EPS growth quartile, while FactSet Research Systems (FDS) at -6.30% is closer to the peer norm — faster per-share earnings growth for EVR.
Growth Metrics
| Metric | EVR | FDS |
|---|---|---|
| Revenue Growth (YoY) | 29.41% | 6.65% |
| Revenue Growth (3Y CAGR) | 11.76% | 5.89% |
| EPS Growth (YoY) | 54.74% | -6.30% |
| EPS Growth (3Y CAGR) | 6.57% | 6.59% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Evercore (EVR) in Financial Services and FactSet Research Systems (FDS) 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: Evercore (EVR) in Financial Services and FactSet Research Systems (FDS) 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 | EVR | FDS |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Evercore (EVR) at 1.21% and FactSet Research Systems (FDS) at 1.33% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.
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%
FDS
Financial Services industry group
1.33%
- Max
- 9.77%
- Q3
- 3.92%
- FDS
- 1.33%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Evercore (EVR) at 18.93% and FactSet Research Systems (FDS) at 31.02% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.
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%
FDS
Financial Services industry group
31.02%
- Max
- 241.07%
- Q3
- 97.36%
- FDS
- 31.02%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | EVR | FDS |
|---|---|---|
| Dividend Yield (TTM) | 1.21% | 1.33% |
| Dividend Payout Ratio (TTM) | 18.93% | 31.02% |
Valuation
P/E Ratio (TTM)
Both Evercore (EVR) at 15.57 and FactSet Research Systems (FDS) at 22.50 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.
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
FDS
Financial Services industry group
22.50
- Max
- 45.85
- Q3
- 24.64
- FDS
- 22.50
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Evercore (EVR) at 2.23 is priced about in line with its industry on P/S ratio, while FactSet Research Systems (FDS) at 4.67 sits in the pricier quartile — FDS costs more per dollar of sales.
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
FDS
Financial Services industry group
4.67
- Max
- 9.23
- FDS
- 4.67
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Both Evercore (EVR) at 5.56 and FactSet Research Systems (FDS) at 5.77 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.
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
FDS
Financial Services industry group
5.77
- Max
- 7.79
- FDS
- 5.77
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | EVR | FDS |
|---|---|---|
| P/E Ratio (TTM) | 15.57 | 22.50 |
| P/S Ratio (TTM) | 2.23 | 4.67 |
| P/B Ratio (MRQ) | 5.56 | 5.77 |
| Free Cash Flow Yield (TTM) | -- | -- |