EVR vs. IBKR: Evercore vs. Interactive Brokers Stock Comparison
How do Evercore (EVR) and Interactive Brokers (IBKR) 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 Interactive Brokers (IBKR) 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 | IBKR |
|---|---|---|
| Name | Evercore Inc. Class A Common Stock | Interactive Brokers Group, Inc. Class A Common Stock |
| 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 | 129.19 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | August 14, 2006 | May 4, 2007 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | EVR | IBKR |
|---|---|---|
| Total Return (1Y) | -2.40% | 11.53% |
| Total Return (3Y, Annualized) | 30.98% | 57.15% |
| Total Return (5Y, Annualized) | 16.41% | 34.54% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | EVR | IBKR |
|---|---|---|
| Volatility (1Y, Annualized) | 39.76% | 40.72% |
| Beta (5Y) | 1.45 | 1.37 |
| Max Drawdown (5Y) | -47.86% | -38.66% |
| Avg. Volume (3M) | 546.56K | 4.24M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | EVR | IBKR |
|---|---|---|
| Sharpe Ratio (1Y) | -0.17 | 0.18 |
| Sortino Ratio (1Y) | -0.23 | 0.26 |
Profitability
ROE (TTM)
Both Evercore (EVR) at 37.97% and Interactive Brokers (IBKR) at 23.67% 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%
IBKR
Financial Services industry group
23.67%
- Max
- 44.78%
- IBKR
- 23.67%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Both Evercore (EVR) at 15.73% and Interactive Brokers (IBKR) at 16.68% 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%
IBKR
Financial Services industry group
16.68%
- Max
- 62.84%
- Q3
- 28.05%
- IBKR
- 16.68%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Interactive Brokers (IBKR) at 77.70% operates in the top operating margin quartile, ahead of Evercore (EVR) at 21.94%, which runs around its industry’s norm.
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%
IBKR
Financial Services industry group
77.70%
- Max
- 107.33%
- IBKR
- 77.70%
- Q3
- 55.90%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | EVR | IBKR |
|---|---|---|
| ROE (TTM) | 37.97% | 23.67% |
| ROA (TTM) | 17.07% | 2.28% |
| Net Margin (TTM) | 15.73% | 16.68% |
| Operating Margin (TTM) | 21.94% | 77.70% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Evercore (EVR) at 29.41% sits in the top revenue growth quartile, while Interactive Brokers (IBKR) at 9.73% 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 Interactive Brokers (IBKR) at 28.14% is closer to the peer norm — faster per-share earnings growth for EVR.
Growth Metrics
| Metric | EVR | IBKR |
|---|---|---|
| Revenue Growth (YoY) | 29.41% | 9.73% |
| Revenue Growth (3Y CAGR) | 11.76% | 34.60% |
| EPS Growth (YoY) | 54.74% | 28.14% |
| EPS Growth (3Y CAGR) | 6.57% | 33.29% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Evercore (EVR) in Financial Services and Interactive Brokers (IBKR) 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 Interactive Brokers (IBKR) 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 | IBKR |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Evercore (EVR) at 1.21% and Interactive Brokers (IBKR) at 0.46% 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%
IBKR
Financial Services industry group
0.46%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- IBKR
- 0.46%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Evercore (EVR) at 18.93% and Interactive Brokers (IBKR) at 12.79% 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%
IBKR
Financial Services industry group
12.79%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- IBKR
- 12.79%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | EVR | IBKR |
|---|---|---|
| Dividend Yield (TTM) | 1.21% | 0.46% |
| Dividend Payout Ratio (TTM) | 18.93% | 12.79% |
Valuation
P/E Ratio (TTM)
Evercore (EVR) at 15.57 is near its industry’s usual P/E ratio, while Interactive Brokers (IBKR) at 28.94 sits in the richer quartile — IBKR needs stronger growth or earnings quality to justify the premium.
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
IBKR
Financial Services industry group
28.94
- Max
- 45.85
- IBKR
- 28.94
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Evercore (EVR) at 2.23 prices around its industry’s typical P/S ratio, while Interactive Brokers (IBKR) at 18.30 clears its benchmark range — IBKR looks notably rich on 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
IBKR
Financial Services industry group
18.30
- IBKR
- 18.30
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Both Evercore (EVR) at 5.56 and Interactive Brokers (IBKR) at 5.53 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
IBKR
Financial Services industry group
5.53
- Max
- 7.79
- IBKR
- 5.53
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | EVR | IBKR |
|---|---|---|
| P/E Ratio (TTM) | 15.57 | 28.94 |
| P/S Ratio (TTM) | 2.23 | 18.30 |
| P/B Ratio (MRQ) | 5.56 | 5.53 |
| Free Cash Flow Yield (TTM) | -- | -- |