EVR vs. RKT: Evercore vs. Rocket Stock Comparison
How do Evercore (EVR) and Rocket (RKT) 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 Rocket (RKT) both fall under the Financial Services industry group, but EVR is classified in Capital Markets while RKT is classified in Financial Services.
Evercore (EVR) has more than two decades of public-market history since August 14, 2006, whereas Rocket (RKT) listed on August 6, 2020 and has a much shorter record to draw on.
| Profile Item | EVR | RKT |
|---|---|---|
| Name | Evercore Inc. Class A Common Stock | Rocket Companies Inc. Class A Common Stock |
| Country/Region | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Capital Markets | Financial Services |
| GICS Sub-Industry | Investment Banking & Brokerage | Commercial & Residential Mortgage Finance |
| Market Capitalization | 10.81 billion USD | 42.74 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | August 14, 2006 | August 6, 2020 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | EVR | RKT |
|---|---|---|
| Total Return (1Y) | -2.40% | -7.27% |
| Total Return (3Y, Annualized) | 30.98% | 26.30% |
| Total Return (5Y, Annualized) | 16.41% | 0.22% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
Rocket (RKT) is heavily traded at around 34.27M 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.
| Metric | EVR | RKT |
|---|---|---|
| Volatility (1Y, Annualized) | 39.76% | 58.88% |
| Beta (5Y) | 1.45 | 2.19 |
| Max Drawdown (5Y) | -47.86% | -59.90% |
| Avg. Volume (3M) | 546.56K | 34.27M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | EVR | RKT |
|---|---|---|
| Sharpe Ratio (1Y) | -0.17 | -0.20 |
| Sortino Ratio (1Y) | -0.23 | -0.29 |
Profitability
ROE (TTM)
Evercore (EVR) at 37.97% sits in the top ROE quartile, while Rocket (RKT) at 7.86% is closer to the peer norm — stronger capital efficiency for EVR.
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%
RKT
Financial Services industry group
7.86%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- RKT
- 7.86%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Both Evercore (EVR) at 15.73% and Rocket (RKT) at 11.02% 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%
RKT
Financial Services industry group
11.02%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- RKT
- 11.02%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Both Evercore (EVR) at 21.94% and Rocket (RKT) at 43.54% 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%
RKT
Financial Services industry group
43.54%
- Max
- 107.33%
- Q3
- 55.90%
- RKT
- 43.54%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | EVR | RKT |
|---|---|---|
| ROE (TTM) | 37.97% | 7.86% |
| ROA (TTM) | 17.07% | 4.45% |
| Net Margin (TTM) | 15.73% | 11.02% |
| Operating Margin (TTM) | 21.94% | 43.54% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Both Evercore (EVR) at 29.41% and Rocket (RKT) at 26.87% 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 Rocket (RKT) at -123.81% is in the bottom quartile, showing a clear gap in earnings momentum.
Growth Metrics
| Metric | EVR | RKT |
|---|---|---|
| Revenue Growth (YoY) | 29.41% | 26.87% |
| Revenue Growth (3Y CAGR) | 11.76% | 3.25% |
| EPS Growth (YoY) | 54.74% | -123.81% |
| EPS Growth (3Y CAGR) | 6.57% | -- |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Evercore (EVR) in Financial Services and Rocket (RKT) 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 Rocket (RKT) 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 | RKT |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Rocket (RKT) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Evercore (EVR) reports a yield of 1.21%, ranking against industry peers normally.
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%
RKT
Financial Services industry group
0.00%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- RKT
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Rocket (RKT) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Evercore (EVR) reports a payout of 18.93%, ranking against industry peers normally.
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%
RKT
Financial Services industry group
0.00%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- RKT
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | EVR | RKT |
|---|---|---|
| Dividend Yield (TTM) | 1.21% | 0.00% |
| Dividend Payout Ratio (TTM) | 18.93% | 0.00% |
Valuation
P/E Ratio (TTM)
An earnings multiple is available for just one side: Evercore (EVR) trades at 15.57 times trailing earnings, ranked against its peers, while Rocket (RKT) has no P/E ratio this period.
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
RKT
Financial Services industry group
--
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
- RKT
- --
P/S Ratio (TTM)
On P/S ratio, both Evercore (EVR) at 2.23 and Rocket (RKT) at 3.61 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
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
RKT
Financial Services industry group
3.61
- Max
- 9.23
- Q3
- 4.57
- RKT
- 3.61
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Rocket (RKT) at 1.76 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.
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
RKT
Financial Services industry group
1.76
- Max
- 7.79
- Q3
- 3.63
- RKT
- 1.76
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | EVR | RKT |
|---|---|---|
| P/E Ratio (TTM) | 15.57 | -- |
| P/S Ratio (TTM) | 2.23 | 3.61 |
| P/B Ratio (MRQ) | 5.56 | 1.76 |
| Free Cash Flow Yield (TTM) | -- | -- |