EVR vs. OWL: Evercore vs. Blue Owl Capital Stock Comparison

Company Profile

Evercore (EVR) and Blue Owl Capital (OWL) both belong to the Capital Markets industry, though EVR is classified under Investment Banking & Brokerage while OWL falls under Asset Management & Custody Banks.

Evercore (EVR) has more than two decades of public-market history since August 14, 2006, whereas Blue Owl Capital (OWL) listed on December 14, 2020 and has a much shorter record to draw on.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Blue Owl Capital (OWL) is heavily traded at around 19.50M 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 Blue Owl Capital (OWL) at 6.41% is closer to the peer norm — stronger capital efficiency for EVR.

Evercore (EVR) at 15.73% keeps about the industry-typical share of revenue as profit, while Blue Owl Capital (OWL) at 3.08% retains only a bottom-quartile share.

Both Evercore (EVR) at 21.94% and Blue Owl Capital (OWL) at 31.15% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

Profitability Metrics

Growth

Evercore (EVR) at 29.41% sits in the top revenue growth quartile, while Blue Owl Capital (OWL) at 25.04% is closer to the peer norm — faster top-line expansion for EVR.

Evercore (EVR) at 54.74% sits in the top EPS growth quartile, while Blue Owl Capital (OWL) at -50.00% is in the bottom quartile, showing a clear gap in earnings momentum.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: Evercore (EVR) in Financial Services and Blue Owl Capital (OWL) 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 Blue Owl Capital (OWL) 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

Blue Owl Capital (OWL) at 9.66% delivers top-quartile income for its industry, while Evercore (EVR) at 1.21% pays a more typical yield — both are credible income propositions, OWL the richer one.

Blue Owl Capital (OWL) reports payout ratio above 100% at 650.00%, 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

Evercore (EVR) at 15.57 is near its industry’s usual P/E ratio, while Blue Owl Capital (OWL) at 70.14 sits above its peer range — an unusually expensive price for OWL’s trailing earnings.

Evercore (EVR) at 2.23 is priced about in line with its industry on P/S ratio, while Blue Owl Capital (OWL) at 5.04 sits in the pricier quartile — OWL costs more per dollar of sales.

Blue Owl Capital (OWL) at 3.54 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