EVR vs. FUTU: Evercore vs. Futu Stock Comparison

Company Profile

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

Evercore (EVR) trades as ordinary local shares, while Futu (FUTU) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

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 Futu (FUTU) is defensive at 0.68 and tends to be less market-sensitive — they sit on opposite ends of the beta spectrum.

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Both Evercore (EVR) at 37.97% and Futu (FUTU) at 30.52% sit in the top peer quartile for ROE, suggesting each generates more profit from shareholders’ equity than typical industry peers.

Futu (FUTU) at 46.20% retains a top-quartile share of revenue as profit, ahead of Evercore (EVR) at 15.73%, which keeps about the industry-typical share.

Futu (FUTU) at 66.75% operates in the top operating margin quartile, ahead of Evercore (EVR) at 21.94%, which runs around its industry’s norm.

Profitability Metrics

Growth

Both companies are growing quickly, but Futu (FUTU) at 68.11% is the standout with revenue growth above its industry range; Evercore (EVR) at 29.41% also sits in the top quartile.

Both Evercore (EVR) at 54.74% and Futu (FUTU) at 106.38% sit in the top peer quartile for EPS growth, so each is compounding per-share earnings faster than typical industry peers.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: Evercore (EVR) in Financial Services and Futu (FUTU) 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-to-equity ratio is set aside for both: Evercore (EVR) in Financial Services and Futu (FUTU) 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

Dividends

Futu (FUTU) 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.

Both Evercore (EVR) at 18.93% and Futu (FUTU) at 25.80% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

Dividend Metrics

Valuation

Both Evercore (EVR) at 15.57 and Futu (FUTU) at 9.73 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

Futu (FUTU) at 0.57 sits in the cheaper P/S ratio quartile while Evercore (EVR) at 2.23 prices around its industry’s middle — FUTU costs less per dollar of sales, though read it alongside growth and margins.

Futu (FUTU) at 2.75 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.

Valuation Metrics