EVR vs. MCO: Evercore vs. Moody's Stock Comparison
How do Evercore (EVR) and Moody's (MCO) 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 Moody's (MCO) both belong to the Capital Markets industry, though EVR is classified under Investment Banking & Brokerage while MCO falls under Financial Exchanges & Data.
| Profile Item | EVR | MCO |
|---|---|---|
| Name | Evercore Inc. Class A Common Stock | Moody's Corporation |
| 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 | Financial Exchanges & Data |
| Market Capitalization | 10.81 billion USD | 87.19 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | August 14, 2006 | October 31, 1994 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | EVR | MCO |
|---|---|---|
| Total Return (1Y) | -2.40% | 5.02% |
| Total Return (3Y, Annualized) | 30.98% | 15.27% |
| Total Return (5Y, Annualized) | 16.41% | 6.21% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | EVR | MCO |
|---|---|---|
| Volatility (1Y, Annualized) | 39.76% | 28.61% |
| Beta (5Y) | 1.45 | 1.28 |
| Max Drawdown (5Y) | -47.86% | -40.93% |
| Avg. Volume (3M) | 546.56K | 817.57K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | EVR | MCO |
|---|---|---|
| Sharpe Ratio (1Y) | -0.17 | 0.03 |
| Sortino Ratio (1Y) | -0.23 | 0.04 |
Profitability
ROE (TTM)
Both companies show strong equity returns, but Moody's (MCO) at 76.74% 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%
MCO
Financial Services industry group
76.74%
- MCO
- 76.74%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Moody's (MCO) at 35.26% 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%
MCO
Financial Services industry group
35.26%
- Max
- 62.84%
- MCO
- 35.26%
- Q3
- 28.05%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Both Evercore (EVR) at 21.94% and Moody's (MCO) at 46.27% 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%
MCO
Financial Services industry group
46.27%
- Max
- 107.33%
- Q3
- 55.90%
- MCO
- 46.27%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | EVR | MCO |
|---|---|---|
| ROE (TTM) | 37.97% | 76.74% |
| ROA (TTM) | 17.07% | 15.56% |
| Net Margin (TTM) | 15.73% | 35.26% |
| Operating Margin (TTM) | 21.94% | 46.27% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Evercore (EVR) at 29.41% sits in the top revenue growth quartile, while Moody's (MCO) at 8.89% 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 Moody's (MCO) at 21.40% is closer to the peer norm — faster per-share earnings growth for EVR.
Growth Metrics
| Metric | EVR | MCO |
|---|---|---|
| Revenue Growth (YoY) | 29.41% | 8.89% |
| Revenue Growth (3Y CAGR) | 11.76% | 12.17% |
| EPS Growth (YoY) | 54.74% | 21.40% |
| EPS Growth (3Y CAGR) | 6.57% | 22.48% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Evercore (EVR) in Financial Services and Moody's (MCO) 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 Moody's (MCO) 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 | MCO |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Evercore (EVR) at 1.21% and Moody's (MCO) at 0.78% 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%
MCO
Financial Services industry group
0.78%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- MCO
- 0.78%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Evercore (EVR) at 18.93% and Moody's (MCO) at 24.59% 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%
MCO
Financial Services industry group
24.59%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- MCO
- 24.59%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | EVR | MCO |
|---|---|---|
| Dividend Yield (TTM) | 1.21% | 0.78% |
| Dividend Payout Ratio (TTM) | 18.93% | 24.59% |
Valuation
P/E Ratio (TTM)
Evercore (EVR) at 15.57 is near its industry’s usual P/E ratio, while Moody's (MCO) at 30.85 sits in the richer quartile — MCO 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
MCO
Financial Services industry group
30.85
- Max
- 45.85
- MCO
- 30.85
- 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 Moody's (MCO) at 10.66 clears its benchmark range — MCO 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
MCO
Financial Services industry group
10.66
- MCO
- 10.66
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Both look rich against book: Evercore (EVR) at 5.56 sits in the upper P/B ratio quartile, and Moody's (MCO) at 26.68 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
MCO
Financial Services industry group
26.68
- MCO
- 26.68
- Max
- 7.79
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | EVR | MCO |
|---|---|---|
| P/E Ratio (TTM) | 15.57 | 30.85 |
| P/S Ratio (TTM) | 2.23 | 10.66 |
| P/B Ratio (MRQ) | 5.56 | 26.68 |
| Free Cash Flow Yield (TTM) | -- | -- |