EVR vs. GS: Evercore vs. Goldman Sachs Stock Comparison
How do Evercore (EVR) and Goldman Sachs (GS) 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 Goldman Sachs (GS) are both classified in the Investment Banking & Brokerage sub-industry within the broader Capital Markets industry, placing them in the closest GICS peer bucket.
| Profile Item | EVR | GS |
|---|---|---|
| Name | Evercore Inc. Class A Common Stock | The Goldman Sachs Group, 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 | Investment Banking & Brokerage |
| Market Capitalization | 10.81 billion USD | 249.73 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | August 14, 2006 | May 4, 1999 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | EVR | GS |
|---|---|---|
| Total Return (1Y) | -2.40% | 17.85% |
| Total Return (3Y, Annualized) | 30.98% | 44.69% |
| Total Return (5Y, Annualized) | 16.41% | 20.41% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | EVR | GS |
|---|---|---|
| Volatility (1Y, Annualized) | 39.76% | 33.28% |
| Beta (5Y) | 1.45 | 1.27 |
| Max Drawdown (5Y) | -47.86% | -30.90% |
| Avg. Volume (3M) | 546.56K | 2.10M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | EVR | GS |
|---|---|---|
| Sharpe Ratio (1Y) | -0.17 | 0.41 |
| Sortino Ratio (1Y) | -0.23 | 0.59 |
Profitability
ROE (TTM)
Evercore (EVR) at 37.97% sits in the top ROE quartile, while Goldman Sachs (GS) at 17.71% 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%
GS
Financial Services industry group
17.71%
- Max
- 44.78%
- Q3
- 21.85%
- GS
- 17.71%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Goldman Sachs (GS) at 31.21% retains a top-quartile share of revenue as profit, ahead of Evercore (EVR) at 15.73%, which keeps about the industry-typical share.
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%
GS
Financial Services industry group
31.21%
- Max
- 62.84%
- GS
- 31.21%
- Q3
- 28.05%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Both Evercore (EVR) at 21.94% and Goldman Sachs (GS) at 38.37% 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%
GS
Financial Services industry group
38.37%
- Max
- 107.33%
- Q3
- 55.90%
- GS
- 38.37%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | EVR | GS |
|---|---|---|
| ROE (TTM) | 37.97% | 17.71% |
| ROA (TTM) | 17.07% | 1.11% |
| Net Margin (TTM) | 15.73% | 31.21% |
| Operating Margin (TTM) | 21.94% | 38.37% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Evercore (EVR) at 29.41% sits in the top revenue growth quartile, while Goldman Sachs (GS) at 8.92% 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 Goldman Sachs (GS) at 26.59% is closer to the peer norm — faster per-share earnings growth for EVR.
Growth Metrics
| Metric | EVR | GS |
|---|---|---|
| Revenue Growth (YoY) | 29.41% | 8.92% |
| Revenue Growth (3Y CAGR) | 11.76% | 7.16% |
| EPS Growth (YoY) | 54.74% | 26.59% |
| EPS Growth (3Y CAGR) | 6.57% | 19.52% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Evercore (EVR) in Financial Services and Goldman Sachs (GS) 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 Goldman Sachs (GS) 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 | GS |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Evercore (EVR) at 1.21% and Goldman Sachs (GS) at 2.07% 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%
GS
Financial Services industry group
2.07%
- Max
- 9.77%
- Q3
- 3.92%
- GS
- 2.07%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Evercore (EVR) at 18.93% and Goldman Sachs (GS) at 25.88% 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%
GS
Financial Services industry group
25.88%
- Max
- 241.07%
- Q3
- 97.36%
- GS
- 25.88%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | EVR | GS |
|---|---|---|
| Dividend Yield (TTM) | 1.21% | 2.07% |
| Dividend Payout Ratio (TTM) | 18.93% | 25.88% |
Valuation
P/E Ratio (TTM)
Both Evercore (EVR) at 15.57 and Goldman Sachs (GS) at 12.45 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
GS
Financial Services industry group
12.45
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- GS
- 12.45
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
On P/S ratio, both Evercore (EVR) at 2.23 and Goldman Sachs (GS) at 3.52 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
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
GS
Financial Services industry group
3.52
- Max
- 9.23
- Q3
- 4.57
- GS
- 3.52
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Goldman Sachs (GS) at 2.36 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.
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
GS
Financial Services industry group
2.36
- Max
- 7.79
- Q3
- 3.63
- GS
- 2.36
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | EVR | GS |
|---|---|---|
| P/E Ratio (TTM) | 15.57 | 12.45 |
| P/S Ratio (TTM) | 2.23 | 3.52 |
| P/B Ratio (MRQ) | 5.56 | 2.36 |
| Free Cash Flow Yield (TTM) | -- | -- |