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EVR vs. JEF: Evercore vs. Jefferies Stock Comparison

How do Evercore (EVR) and Jefferies (JEF) 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 Jefferies (JEF) 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 Jefferies (JEF)
Profile ItemEVRJEF
NameEvercore Inc. Class A Common StockJefferies Financial Group Inc.
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryInvestment Banking & BrokerageInvestment Banking & Brokerage
Market Capitalization10.81 billion USD10.88 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateAugust 14, 2006March 17, 1980
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

EVR
JEF
GSPC
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Evercore (EVR) vs. Jefferies (JEF), 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 Jefferies (JEF). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Evercore (EVR) and Jefferies (JEF)
MetricEVRJEF
Total Return (1Y)-2.40%-6.26%
Total Return (3Y, Annualized)30.98%17.02%
Total Return (5Y, Annualized)16.41%7.20%

Risk Profile

Drawdown History

EVR
JEF
GSPC
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Evercore (EVR) vs. Jefferies (JEF), 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 Jefferies (JEF). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Evercore (EVR) and Jefferies (JEF)
MetricEVRJEF
Volatility (1Y, Annualized)39.76%41.25%
Beta (5Y)1.451.49
Max Drawdown (5Y)-47.86%-54.39%
Avg. Volume (3M)546.56K2.20M

Risk-Adjusted Performance

Risk-Return Positioning

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EVR and JEF 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 Jefferies (JEF)
MetricEVRJEF
Sharpe Ratio (1Y)-0.17-0.26
Sortino Ratio (1Y)-0.23-0.33

Profitability

ROE (TTM)

Evercore (EVR) at 37.97% sits in the top ROE quartile, while Jefferies (JEF) at 8.59% 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%

JEF

Financial Services industry group

8.59%

Max
44.78%
Q3
21.85%
Median
12.91%
JEF
8.59%
Q1
4.48%
Min
-18.71%
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Evercore (EVR) vs. Jefferies (JEF): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Both Evercore (EVR) at 15.73% and Jefferies (JEF) at 11.00% 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%

JEF

Financial Services industry group

11.00%

Max
62.84%
Q3
28.05%
Median
15.36%
JEF
11.00%
Q1
4.82%
Min
-28.52%
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Evercore (EVR) vs. Jefferies (JEF): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Evercore (EVR) at 21.94% and Jefferies (JEF) at 15.80% 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%

JEF

Financial Services industry group

15.80%

Max
107.33%
Q3
55.90%
Median
30.09%
JEF
15.80%
Q1
14.60%
Min
-44.34%
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Evercore (EVR) vs. Jefferies (JEF): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Evercore (EVR) and Jefferies (JEF)
MetricEVRJEF
ROE (TTM)37.97%8.59%
ROA (TTM)17.07%1.21%
Net Margin (TTM)15.73%11.00%
Operating Margin (TTM)21.94%15.80%
Gross Margin (TTM)----

Growth

Revenue Growth

Evercore (EVR) at 29.41% sits in the top revenue growth quartile, while Jefferies (JEF) at 2.93% is closer to the peer norm — faster top-line expansion for EVR.

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

EPS Growth

Evercore (EVR) at 54.74% sits in the top EPS growth quartile, while Jefferies (JEF) at -5.35% is closer to the peer norm — faster per-share earnings growth for EVR.

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

Growth Metrics

Growth metrics for Evercore (EVR) and Jefferies (JEF)
MetricEVRJEF
Revenue Growth (YoY)29.41%2.93%
Revenue Growth (3Y CAGR)11.76%14.83%
EPS Growth (YoY)54.74%-5.35%
EPS Growth (3Y CAGR)6.57%-2.57%

Financial Strength

Current Ratio (MRQ)

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

Dividends

Dividend Yield (TTM)

Both Evercore (EVR) at 1.21% and Jefferies (JEF) at 3.29% 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%

JEF

Financial Services industry group

3.29%

Max
9.77%
Q3
3.92%
JEF
3.29%
Median
1.09%
Q1
0.00%
Min
0.00%
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Evercore (EVR) vs. Jefferies (JEF): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both Evercore (EVR) at 18.93% and Jefferies (JEF) at 42.67% 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%

JEF

Financial Services industry group

42.67%

Max
241.07%
Q3
97.36%
JEF
42.67%
Median
25.77%
Q1
0.00%
Min
0.00%
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Evercore (EVR) vs. Jefferies (JEF): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Evercore (EVR) and Jefferies (JEF)
MetricEVRJEF
Dividend Yield (TTM)1.21%3.29%
Dividend Payout Ratio (TTM)18.93%42.67%

Valuation

P/E Ratio (TTM)

Both Evercore (EVR) at 15.57 and Jefferies (JEF) at 12.63 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

JEF

Financial Services industry group

12.63

Max
45.85
Q3
24.64
Median
15.37
JEF
12.63
Q1
9.68
Min
0.16
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Evercore (EVR) vs. Jefferies (JEF): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both Evercore (EVR) at 2.23 and Jefferies (JEF) at 1.28 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

JEF

Financial Services industry group

1.28

Max
9.23
Q3
4.57
Median
2.72
JEF
1.28
Q1
1.28
Min
-0.55
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Evercore (EVR) vs. Jefferies (JEF): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

Jefferies (JEF) at 1.02 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

JEF

Financial Services industry group

1.02

Max
7.79
Q3
3.63
Median
1.57
JEF
1.02
Q1
0.81
Min
-0.39
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Evercore (EVR) vs. Jefferies (JEF): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Evercore (EVR) and Jefferies (JEF)
MetricEVRJEF
P/E Ratio (TTM)15.5712.63
P/S Ratio (TTM)2.231.28
P/B Ratio (MRQ)5.561.02
Free Cash Flow Yield (TTM)----