EVR vs. IX: Evercore vs. ORIX Stock Comparison
How do Evercore (EVR) and ORIX (IX) 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 ORIX (IX) both fall under the Financial Services industry group, but EVR is classified in Capital Markets while IX is classified in Financial Services.
Evercore (EVR) trades as ordinary local shares, while ORIX (IX) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.
| Profile Item | EVR | IX |
|---|---|---|
| Name | Evercore Inc. Class A Common Stock | ORIX Corporation Sponsored ADR |
| Country/Region | United States | Japan |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Capital Markets | Financial Services |
| GICS Sub-Industry | Investment Banking & Brokerage | Diversified Financial Services |
| Market Capitalization | 10.81 billion USD | 37.30 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | August 14, 2006 | September 16, 1998 |
| Security Type | Common Stock | ADR |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | EVR | IX |
|---|---|---|
| Total Return (1Y) | -2.40% | 37.72% |
| Total Return (3Y, Annualized) | 30.98% | 27.79% |
| Total Return (5Y, Annualized) | 16.41% | 12.59% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | EVR | IX |
|---|---|---|
| Volatility (1Y, Annualized) | 39.76% | 29.12% |
| Beta (5Y) | 1.45 | 0.94 |
| Max Drawdown (5Y) | -47.86% | -38.99% |
| Avg. Volume (3M) | 546.56K | 317.58K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | EVR | IX |
|---|---|---|
| Sharpe Ratio (1Y) | -0.17 | 1.15 |
| Sortino Ratio (1Y) | -0.23 | 1.77 |
Profitability
ROE (TTM)
Evercore (EVR) at 37.97% sits in the top ROE quartile, while ORIX (IX) at 14.04% 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%
IX
Financial Services industry group
14.04%
- Max
- 44.78%
- Q3
- 21.85%
- IX
- 14.04%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Both Evercore (EVR) at 15.73% and ORIX (IX) at 17.94% 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%
IX
Financial Services industry group
17.94%
- Max
- 62.84%
- Q3
- 28.05%
- IX
- 17.94%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Both Evercore (EVR) at 21.94% and ORIX (IX) at 21.52% 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%
IX
Financial Services industry group
21.52%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- IX
- 21.52%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | EVR | IX |
|---|---|---|
| ROE (TTM) | 37.97% | 14.04% |
| ROA (TTM) | 17.07% | 2.65% |
| Net Margin (TTM) | 15.73% | 17.94% |
| Operating Margin (TTM) | 21.94% | 21.52% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Evercore (EVR) at 29.41% sits in the top revenue growth quartile, while ORIX (IX) at 18.57% 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 ORIX (IX) at 30.03% is closer to the peer norm — faster per-share earnings growth for EVR.
Growth Metrics
| Metric | EVR | IX |
|---|---|---|
| Revenue Growth (YoY) | 29.41% | 18.57% |
| Revenue Growth (3Y CAGR) | 11.76% | 9.97% |
| EPS Growth (YoY) | 54.74% | 30.03% |
| EPS Growth (3Y CAGR) | 6.57% | 20.02% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Evercore (EVR) in Financial Services and ORIX (IX) 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 ORIX (IX) 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 | IX |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Evercore (EVR) at 1.21% pays an industry-typical yield; ORIX (IX) at 435.55% is above its entire peer range — the higher number, but one that calls for a look at payout sustainability before treating it as an advantage.
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%
IX
Financial Services industry group
435.55%
- IX
- 435.55%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Evercore (EVR) at 18.93% and ORIX (IX) at 26.52% 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%
IX
Financial Services industry group
26.52%
- Max
- 241.07%
- Q3
- 97.36%
- IX
- 26.52%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | EVR | IX |
|---|---|---|
| Dividend Yield (TTM) | 1.21% | 435.55% |
| Dividend Payout Ratio (TTM) | 18.93% | 26.52% |
Valuation
P/E Ratio (TTM)
ORIX (IX) at 9.68 sits in the cheaper P/E ratio quartile, while Evercore (EVR) at 15.57 is closer to its industry’s usual earnings multiple — a discount for IX, though growth and earnings durability still matter.
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
IX
Financial Services industry group
9.68
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- IX
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
ORIX (IX) at 0.01 sits in the cheaper P/S ratio quartile while Evercore (EVR) at 2.23 prices around its industry’s middle — IX costs less per dollar of sales, though read it alongside growth and margins.
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
IX
Financial Services industry group
0.01
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- IX
- 0.01
- Min
- -0.55
P/B Ratio (MRQ)
ORIX (IX) at 1.28 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
IX
Financial Services industry group
1.28
- Max
- 7.79
- Q3
- 3.63
- Median
- 1.57
- IX
- 1.28
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | EVR | IX |
|---|---|---|
| P/E Ratio (TTM) | 15.57 | 9.68 |
| P/S Ratio (TTM) | 2.23 | 0.01 |
| P/B Ratio (MRQ) | 5.56 | 1.28 |
| Free Cash Flow Yield (TTM) | -- | -- |