EVR vs. FRHC: Evercore vs. Freedom Stock Comparison

November 11, 2026

How do Evercore (EVR) and Freedom (FRHC) 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 Freedom (FRHC) are both classified in the Investment Banking & Brokerage sub-industry within the broader Capital Markets industry, placing them in the closest GICS peer bucket.

Company profile comparison for Evercore (EVR) and Freedom (FRHC)
Profile Item	EVR	FRHC
Name	Evercore Inc. Class A Common Stock	Freedom Holding Corp.
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	Investment Banking & Brokerage
Market Capitalization	10.81 billion USD	11.41 billion USD
Currency	USD	USD
Exchange	NYSE	Nasdaq
Listing Date	August 14, 2006	February 7, 2018
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

EVR

FRHC

GSPC

Evercore (EVR) vs. Freedom (FRHC), 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 Evercore (EVR) and Freedom (FRHC). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Evercore (EVR) and Freedom (FRHC)
Metric	EVR	FRHC
Total Return (1Y)	-2.40%	18.04%
Total Return (3Y, Annualized)	30.98%	28.04%
Total Return (5Y, Annualized)	16.41%	18.95%

Risk Profile

Drawdown History

EVR

FRHC

GSPC

Evercore (EVR) vs. Freedom (FRHC), 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 Evercore (EVR) and Freedom (FRHC). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Evercore (EVR) and Freedom (FRHC)
Metric	EVR	FRHC
Volatility (1Y, Annualized)	39.76%	47.01%
Beta (5Y)	1.45	0.71
Max Drawdown (5Y)	-47.86%	-45.80%
Avg. Volume (3M)	546.56K	108.35K

Risk-Adjusted Performance

Risk-Return Positioning

EVR and FRHC 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 Evercore (EVR) and Freedom (FRHC)
Metric	EVR	FRHC
Sharpe Ratio (1Y)	-0.17	0.29
Sortino Ratio (1Y)	-0.23	0.45

Profitability

ROE (TTM)

Evercore (EVR) at 37.97% sits in the top ROE quartile, while Freedom (FRHC) at 10.68% is closer to the peer norm — stronger capital efficiency for EVR.

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%

FRHC

Financial Services industry group

10.68%

Max: 44.78%
Q3: 21.85%
Median: 12.91%
FRHC: 10.68%
Q1: 4.48%
Min: -18.71%

Evercore (EVR) vs. Freedom (FRHC): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Both Evercore (EVR) at 15.73% and Freedom (FRHC) at 8.43% 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%

FRHC

Financial Services industry group

8.43%

Max: 62.84%
Q3: 28.05%
Median: 15.36%
FRHC: 8.43%
Q1: 4.82%
Min: -28.52%

Evercore (EVR) vs. Freedom (FRHC): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Evercore (EVR) at 21.94% runs core operations around its industry’s norm, while Freedom (FRHC) at 5.01% operates in the bottom quartile.

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%

FRHC

Financial Services industry group

5.01%

Max: 107.33%
Q3: 55.90%
Median: 30.09%
Q1: 14.60%
FRHC: 5.01%
Min: -44.34%

Evercore (EVR) vs. Freedom (FRHC): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Evercore (EVR) and Freedom (FRHC)
Metric	EVR	FRHC
ROE (TTM)	37.97%	10.68%
ROA (TTM)	17.07%	1.24%
Net Margin (TTM)	15.73%	8.43%
Operating Margin (TTM)	21.94%	5.01%
Gross Margin (TTM)	--	--

Growth

Revenue Growth

Evercore (EVR) at 29.41% sits in the top revenue growth quartile, while Freedom (FRHC) at 8.97% is closer to the peer norm — faster top-line expansion for EVR.

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

EPS Growth

Both Evercore (EVR) at 54.74% and Freedom (FRHC) at 98.93% sit in the top peer quartile for EPS growth, so each is compounding per-share earnings faster than typical industry peers.

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

Growth Metrics

Growth metrics for Evercore (EVR) and Freedom (FRHC)
Metric	EVR	FRHC
Revenue Growth (YoY)	29.41%	8.97%
Revenue Growth (3Y CAGR)	11.76%	39.61%
EPS Growth (YoY)	54.74%	98.93%
EPS Growth (3Y CAGR)	6.57%	-10.08%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Evercore (EVR) in Financial Services and Freedom (FRHC) 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 Freedom (FRHC) 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 Evercore (EVR) and Freedom (FRHC)
Metric	EVR	FRHC
Current Ratio (MRQ)	--	--
Debt / Equity (MRQ)	--	--
Net Debt / EBITDA	--	--

Dividends

Dividend Yield (TTM)

Freedom (FRHC) 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.

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%

FRHC

Financial Services industry group

0.00%

Max: 9.77%
Q3: 3.92%
Median: 1.09%
FRHC: 0.00%
Q1: 0.00%
Min: 0.00%

Evercore (EVR) vs. Freedom (FRHC): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Freedom (FRHC) 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.

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%

FRHC

Financial Services industry group

0.00%

Max: 241.07%
Q3: 97.36%
Median: 25.77%
FRHC: 0.00%
Q1: 0.00%
Min: 0.00%

Evercore (EVR) vs. Freedom (FRHC): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Evercore (EVR) and Freedom (FRHC)
Metric	EVR	FRHC
Dividend Yield (TTM)	1.21%	0.00%
Dividend Payout Ratio (TTM)	18.93%	0.00%

Valuation

P/E Ratio (TTM)

Evercore (EVR) at 15.57 is near its industry’s usual P/E ratio, while Freedom (FRHC) at 70.97 sits above its peer range — an unusually expensive price for FRHC’s trailing earnings.

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

FRHC

Financial Services industry group

70.97

FRHC: 70.97
Max: 45.85
Q3: 24.64
Median: 15.37
Q1: 9.68
Min: 0.16

Evercore (EVR) vs. Freedom (FRHC): 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 Freedom (FRHC) at 6.51 sits in the pricier quartile — FRHC 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

FRHC

Financial Services industry group

6.51

Max: 9.23
FRHC: 6.51
Q3: 4.57
Median: 2.72
Q1: 1.28
Min: -0.55

Evercore (EVR) vs. Freedom (FRHC): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

Both Evercore (EVR) at 5.56 and Freedom (FRHC) at 7.16 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

FRHC

Financial Services industry group

7.16

Max: 7.79
FRHC: 7.16
Q3: 3.63
Median: 1.57
Q1: 0.81
Min: -0.39

Evercore (EVR) vs. Freedom (FRHC): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Evercore (EVR) and Freedom (FRHC)
Metric	EVR	FRHC
P/E Ratio (TTM)	15.57	70.97
P/S Ratio (TTM)	2.23	6.51
P/B Ratio (MRQ)	5.56	7.16
Free Cash Flow Yield (TTM)	--	--