EVR vs. NLY: Evercore vs. Annaly Capital Management Stock Comparison

Company Profile

Evercore (EVR) and Annaly Capital Management (NLY) both fall under the Financial Services industry group, but EVR is classified in Capital Markets while NLY is classified in Mortgage Real Estate Investment Trusts (REITs).

Evercore (EVR) is an ordinary operating company, while Annaly Capital Management (NLY) is a REIT — read its payout ratio and P/E alongside FFO (funds from operations) rather than comparing them directly to EVR’s multiples.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Annaly Capital Management (NLY) is heavily traded at around 10.28M shares per day, whereas Evercore (EVR) sees a more moderate 546.56K — larger orders in the latter may require more patience and tighter control over order sizing.

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Evercore (EVR) at 37.97% sits in the top ROE quartile, while Annaly Capital Management (NLY) at 7.35% is closer to the peer norm — stronger capital efficiency for EVR.

Annaly Capital Management (NLY) at 80.27% converts revenue to bottom-line profit above its industry’s benchmark range, while Evercore (EVR) at 15.73% keeps roughly the typical share for its industry.

Annaly Capital Management (NLY) at 107.33% operates in the top operating margin quartile, ahead of Evercore (EVR) at 21.94%, which runs around its industry’s norm.

Profitability Metrics

Growth

Both companies are growing quickly, but Annaly Capital Management (NLY) at 87.29% is the standout with revenue growth above its industry range; Evercore (EVR) at 29.41% also sits in the top quartile.

Both Evercore (EVR) at 54.74% and Annaly Capital Management (NLY) at 80.25% sit in the top peer quartile for EPS growth, so each is compounding per-share earnings faster than typical industry peers.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: Evercore (EVR) in Financial Services and Annaly Capital Management (NLY) 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-to-equity ratio is set aside for both: Evercore (EVR) in Financial Services and Annaly Capital Management (NLY) 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

Dividends

Evercore (EVR) at 1.21% pays an industry-typical yield; Annaly Capital Management (NLY) at 15.38% 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.

Annaly Capital Management (NLY) reports payout ratio above 100% at 201.39%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile Evercore (EVR) reports 18.93%, ranking against industry peers normally.

Dividend Metrics

Valuation

Both Evercore (EVR) at 15.57 and Annaly Capital Management (NLY) at 13.02 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

Evercore (EVR) at 2.23 prices around its industry’s typical P/S ratio, while Annaly Capital Management (NLY) at 10.62 clears its benchmark range — NLY looks notably rich on sales.

Annaly Capital Management (NLY) at 1.05 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.

Valuation Metrics