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EVR vs. MA: Evercore vs. Mastercard Stock Comparison

How do Evercore (EVR) and Mastercard (MA) 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 Mastercard (MA) both fall under the Financial Services industry group, but EVR is classified in Capital Markets while MA is classified in Financial Services.

Company profile comparison for Evercore (EVR) and Mastercard (MA)
Profile ItemEVRMA
NameEvercore Inc. Class A Common StockMastercard Inc. Class A Common Stock
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsFinancial Services
GICS Sub-IndustryInvestment Banking & BrokerageTransaction & Payment Processing Services
Market Capitalization10.81 billion USD568.62 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateAugust 14, 2006May 25, 2006
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

EVR
MA
GSPC
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Evercore (EVR) vs. Mastercard (MA), 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 Mastercard (MA). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Evercore (EVR) and Mastercard (MA)
MetricEVRMA
Total Return (1Y)-2.40%20.00%
Total Return (3Y, Annualized)30.98%19.98%
Total Return (5Y, Annualized)16.41%14.49%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for Evercore (EVR) and Mastercard (MA)
MetricEVRMA
Volatility (1Y, Annualized)39.76%23.57%
Beta (5Y)1.450.76
Max Drawdown (5Y)-47.86%-28.25%
Avg. Volume (3M)546.56K2.98M

Risk-Adjusted Performance

Risk-Return Positioning

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EVR and MA 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 Mastercard (MA)
MetricEVRMA
Sharpe Ratio (1Y)-0.170.67
Sortino Ratio (1Y)-0.231.00

Profitability

ROE (TTM)

Both companies show strong equity returns, but Mastercard (MA) at 231.37% is the standout with ROE above its industry range; Evercore (EVR) at 37.97% also sits in the top quartile.

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%

MA

Financial Services industry group

231.37%

MA
231.37%
Max
44.78%
Q3
21.85%
Median
12.91%
Q1
4.48%
Min
-18.71%
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Evercore (EVR) vs. Mastercard (MA): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Mastercard (MA) at 46.73% 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%

MA

Financial Services industry group

46.73%

Max
62.84%
MA
46.73%
Q3
28.05%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Evercore (EVR) vs. Mastercard (MA): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Mastercard (MA) at 60.53% 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%

MA

Financial Services industry group

60.53%

Max
107.33%
MA
60.53%
Q3
55.90%
Median
30.09%
Q1
14.60%
Min
-44.34%
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Evercore (EVR) vs. Mastercard (MA): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Evercore (EVR) and Mastercard (MA)
MetricEVRMA
ROE (TTM)37.97%231.37%
ROA (TTM)17.07%24.45%
Net Margin (TTM)15.73%46.73%
Operating Margin (TTM)21.94%60.53%
Gross Margin (TTM)----

Growth

Revenue Growth

Evercore (EVR) at 29.41% sits in the top revenue growth quartile, while Mastercard (MA) at 16.42% is closer to the peer norm — faster top-line expansion for EVR.

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Evercore (EVR) vs. Mastercard (MA): 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 Mastercard (MA) at 18.93% is closer to the peer norm — faster per-share earnings growth for EVR.

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

Growth Metrics

Growth metrics for Evercore (EVR) and Mastercard (MA)
MetricEVRMA
Revenue Growth (YoY)29.41%16.42%
Revenue Growth (3Y CAGR)11.76%13.82%
EPS Growth (YoY)54.74%18.93%
EPS Growth (3Y CAGR)6.57%17.36%

Financial Strength

Current Ratio (MRQ)

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

Dividends

Dividend Yield (TTM)

Both Evercore (EVR) at 1.21% and Mastercard (MA) at 0.53% 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%

MA

Financial Services industry group

0.53%

Max
9.77%
Q3
3.92%
Median
1.09%
MA
0.53%
Q1
0.00%
Min
0.00%
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Evercore (EVR) vs. Mastercard (MA): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both Evercore (EVR) at 18.93% and Mastercard (MA) at 17.63% 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%

MA

Financial Services industry group

17.63%

Max
241.07%
Q3
97.36%
Median
25.77%
MA
17.63%
Q1
0.00%
Min
0.00%
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Evercore (EVR) vs. Mastercard (MA): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Evercore (EVR) and Mastercard (MA)
MetricEVRMA
Dividend Yield (TTM)1.21%0.53%
Dividend Payout Ratio (TTM)18.93%17.63%

Valuation

P/E Ratio (TTM)

Evercore (EVR) at 15.57 is near its industry’s usual P/E ratio, while Mastercard (MA) at 34.15 sits in the richer quartile — MA 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

MA

Financial Services industry group

34.15

Max
45.85
MA
34.15
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
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Evercore (EVR) vs. Mastercard (MA): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Evercore (EVR) at 2.23 prices around its industry’s typical P/S ratio, while Mastercard (MA) at 15.67 clears its benchmark range — MA 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

MA

Financial Services industry group

15.67

MA
15.67
Max
9.23
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55
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Evercore (EVR) vs. Mastercard (MA): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

Both look rich against book: Evercore (EVR) at 5.56 sits in the upper P/B ratio quartile, and Mastercard (MA) at 84.30 prices even higher, above its industry range.

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

MA

Financial Services industry group

84.30

MA
84.30
Max
7.79
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
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Evercore (EVR) vs. Mastercard (MA): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Evercore (EVR) and Mastercard (MA)
MetricEVRMA
P/E Ratio (TTM)15.5734.15
P/S Ratio (TTM)2.2315.67
P/B Ratio (MRQ)5.5684.30
Free Cash Flow Yield (TTM)----