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EVR vs. SCHW: Evercore vs. Charles Schwab Stock Comparison

How do Evercore (EVR) and Charles Schwab (SCHW) 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 Charles Schwab (SCHW) are both classified in the Investment Banking & Brokerage sub-industry within the broader Capital Markets industry, placing them in the closest GICS peer bucket.

Company profile comparison for Evercore (EVR) and Charles Schwab (SCHW)
Profile ItemEVRSCHW
NameEvercore Inc. Class A Common StockThe Charles Schwab Corporation
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryInvestment Banking & BrokerageInvestment Banking & Brokerage
Market Capitalization10.81 billion USD158.22 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateAugust 14, 2006September 22, 1987
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

EVR
SCHW
GSPC
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Evercore (EVR) vs. Charles Schwab (SCHW), 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 Charles Schwab (SCHW). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Evercore (EVR) and Charles Schwab (SCHW)
MetricEVRSCHW
Total Return (1Y)-2.40%-0.80%
Total Return (3Y, Annualized)30.98%21.35%
Total Return (5Y, Annualized)16.41%4.31%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for Evercore (EVR) and Charles Schwab (SCHW)
MetricEVRSCHW
Volatility (1Y, Annualized)39.76%26.01%
Beta (5Y)1.450.74
Max Drawdown (5Y)-47.86%-49.70%
Avg. Volume (3M)546.56K8.22M

Risk-Adjusted Performance

Risk-Return Positioning

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EVR and SCHW 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 Charles Schwab (SCHW)
MetricEVRSCHW
Sharpe Ratio (1Y)-0.17-0.20
Sortino Ratio (1Y)-0.23-0.26

Profitability

ROE (TTM)

Evercore (EVR) at 37.97% sits in the top ROE quartile, while Charles Schwab (SCHW) at 21.12% 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%

SCHW

Financial Services industry group

21.12%

Max
44.78%
Q3
21.85%
SCHW
21.12%
Median
12.91%
Q1
4.48%
Min
-18.71%
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Evercore (EVR) vs. Charles Schwab (SCHW): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Charles Schwab (SCHW) at 39.33% 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%

SCHW

Financial Services industry group

39.33%

Max
62.84%
SCHW
39.33%
Q3
28.05%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Evercore (EVR) vs. Charles Schwab (SCHW): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Evercore (EVR) at 21.94% and Charles Schwab (SCHW) at 52.67% 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%

SCHW

Financial Services industry group

52.67%

Max
107.33%
Q3
55.90%
SCHW
52.67%
Median
30.09%
Q1
14.60%
Min
-44.34%
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Evercore (EVR) vs. Charles Schwab (SCHW): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Evercore (EVR) and Charles Schwab (SCHW)
MetricEVRSCHW
ROE (TTM)37.97%21.12%
ROA (TTM)17.07%2.16%
Net Margin (TTM)15.73%39.33%
Operating Margin (TTM)21.94%52.67%
Gross Margin (TTM)----

Growth

Revenue Growth

Evercore (EVR) at 29.41% sits in the top revenue growth quartile, while Charles Schwab (SCHW) at 22.01% is closer to the peer norm — faster top-line expansion for EVR.

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Evercore (EVR) vs. Charles Schwab (SCHW): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Evercore (EVR) at 54.74% and Charles Schwab (SCHW) at 55.52% sit in the top peer quartile for EPS growth, so each is compounding per-share earnings faster than typical industry peers.

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Evercore (EVR) vs. Charles Schwab (SCHW): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Evercore (EVR) and Charles Schwab (SCHW)
MetricEVRSCHW
Revenue Growth (YoY)29.41%22.01%
Revenue Growth (3Y CAGR)11.76%4.83%
EPS Growth (YoY)54.74%55.52%
EPS Growth (3Y CAGR)6.57%9.93%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Evercore (EVR) in Financial Services and Charles Schwab (SCHW) 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 Charles Schwab (SCHW) 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 Charles Schwab (SCHW)
MetricEVRSCHW
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Both Evercore (EVR) at 1.21% and Charles Schwab (SCHW) at 1.33% 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%

SCHW

Financial Services industry group

1.33%

Max
9.77%
Q3
3.92%
SCHW
1.33%
Median
1.09%
Q1
0.00%
Min
0.00%
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Evercore (EVR) vs. Charles Schwab (SCHW): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both Evercore (EVR) at 18.93% and Charles Schwab (SCHW) at 21.03% 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%

SCHW

Financial Services industry group

21.03%

Max
241.07%
Q3
97.36%
Median
25.77%
SCHW
21.03%
Q1
0.00%
Min
0.00%
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Evercore (EVR) vs. Charles Schwab (SCHW): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Evercore (EVR) and Charles Schwab (SCHW)
MetricEVRSCHW
Dividend Yield (TTM)1.21%1.33%
Dividend Payout Ratio (TTM)18.93%21.03%

Valuation

P/E Ratio (TTM)

Both Evercore (EVR) at 15.57 and Charles Schwab (SCHW) at 15.64 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

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

SCHW

Financial Services industry group

15.64

Max
45.85
Q3
24.64
SCHW
15.64
Median
15.37
Q1
9.68
Min
0.16
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Evercore (EVR) vs. Charles Schwab (SCHW): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Evercore (EVR) at 2.23 is priced about in line with its industry on P/S ratio, while Charles Schwab (SCHW) at 5.85 sits in the pricier quartile — SCHW costs more per dollar of 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

SCHW

Financial Services industry group

5.85

Max
9.23
SCHW
5.85
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55
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Evercore (EVR) vs. Charles Schwab (SCHW): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

Charles Schwab (SCHW) at 3.08 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

SCHW

Financial Services industry group

3.08

Max
7.79
Q3
3.63
SCHW
3.08
Median
1.57
Q1
0.81
Min
-0.39
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Evercore (EVR) vs. Charles Schwab (SCHW): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Evercore (EVR) and Charles Schwab (SCHW)
MetricEVRSCHW
P/E Ratio (TTM)15.5715.64
P/S Ratio (TTM)2.235.85
P/B Ratio (MRQ)5.563.08
Free Cash Flow Yield (TTM)----