EVR vs. LPLA: Evercore vs. LPL Financial Stock Comparison
How do Evercore (EVR) and LPL Financial (LPLA) 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 LPL Financial (LPLA) 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 | LPLA |
|---|---|---|
| Name | Evercore Inc. Class A Common Stock | LPL Financial Holdings 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 | 23.01 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | August 14, 2006 | November 18, 2010 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | EVR | LPLA |
|---|---|---|
| Total Return (1Y) | -2.40% | -17.27% |
| Total Return (3Y, Annualized) | 30.98% | 11.10% |
| Total Return (5Y, Annualized) | 16.41% | 13.92% |
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 LPL Financial (LPLA) is defensive at 0.52 and tends to be less market-sensitive — they sit on opposite ends of the beta spectrum.
| Metric | EVR | LPLA |
|---|---|---|
| Volatility (1Y, Annualized) | 39.76% | 39.22% |
| Beta (5Y) | 1.45 | 0.52 |
| Max Drawdown (5Y) | -47.86% | -33.18% |
| Avg. Volume (3M) | 546.56K | 855.76K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | EVR | LPLA |
|---|---|---|
| Sharpe Ratio (1Y) | -0.17 | -0.55 |
| Sortino Ratio (1Y) | -0.23 | -0.70 |
Profitability
ROE (TTM)
Both Evercore (EVR) at 37.97% and LPL Financial (LPLA) at 25.66% 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%
LPLA
Financial Services industry group
25.66%
- Max
- 44.78%
- LPLA
- 25.66%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Both Evercore (EVR) at 15.73% and LPL Financial (LPLA) at 6.97% 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%
LPLA
Financial Services industry group
6.97%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- LPLA
- 6.97%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Evercore (EVR) at 21.94% runs core operations around its industry’s norm, while LPL Financial (LPLA) at 10.85% operates in the bottom quartile.
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%
LPLA
Financial Services industry group
10.85%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- Q1
- 14.60%
- LPLA
- 10.85%
- Min
- -44.34%
Profitability Metrics
| Metric | EVR | LPLA |
|---|---|---|
| ROE (TTM) | 37.97% | 25.66% |
| ROA (TTM) | 17.07% | 7.35% |
| Net Margin (TTM) | 15.73% | 6.97% |
| Operating Margin (TTM) | 21.94% | 10.85% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Both Evercore (EVR) at 29.41% and LPL Financial (LPLA) at 37.18% sit in the top peer quartile for revenue growth, so each is growing its top line faster than typical industry peers.
EPS Growth
Evercore (EVR) at 54.74% sits in the top EPS growth quartile, while LPL Financial (LPLA) at -22.17% is closer to the peer norm — faster per-share earnings growth for EVR.
Growth Metrics
| Metric | EVR | LPLA |
|---|---|---|
| Revenue Growth (YoY) | 29.41% | 37.18% |
| Revenue Growth (3Y CAGR) | 11.76% | 25.47% |
| EPS Growth (YoY) | 54.74% | -22.17% |
| EPS Growth (3Y CAGR) | 6.57% | 1.64% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Evercore (EVR) in Financial Services and LPL Financial (LPLA) 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 LPL Financial (LPLA) 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 | LPLA |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Evercore (EVR) at 1.21% and LPL Financial (LPLA) at 0.40% 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%
LPLA
Financial Services industry group
0.40%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- LPLA
- 0.40%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Evercore (EVR) at 18.93% and LPL Financial (LPLA) at 6.88% 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%
LPLA
Financial Services industry group
6.88%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- LPLA
- 6.88%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | EVR | LPLA |
|---|---|---|
| Dividend Yield (TTM) | 1.21% | 0.40% |
| Dividend Payout Ratio (TTM) | 18.93% | 6.88% |
Valuation
P/E Ratio (TTM)
Both Evercore (EVR) at 15.57 and LPL Financial (LPLA) at 16.93 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
LPLA
Financial Services industry group
16.93
- Max
- 45.85
- Q3
- 24.64
- LPLA
- 16.93
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
LPL Financial (LPLA) at 1.15 sits in the cheaper P/S ratio quartile while Evercore (EVR) at 2.23 prices around its industry’s middle — LPLA 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
LPLA
Financial Services industry group
1.15
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- LPLA
- 1.15
- Min
- -0.55
P/B Ratio (MRQ)
Both Evercore (EVR) at 5.56 and LPL Financial (LPLA) at 3.98 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
LPLA
Financial Services industry group
3.98
- Max
- 7.79
- LPLA
- 3.98
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | EVR | LPLA |
|---|---|---|
| P/E Ratio (TTM) | 15.57 | 16.93 |
| P/S Ratio (TTM) | 2.23 | 1.15 |
| P/B Ratio (MRQ) | 5.56 | 3.98 |
| Free Cash Flow Yield (TTM) | -- | -- |