EVR vs. SOFI: Evercore vs. SoFi Stock Comparison

Company Profile

Evercore (EVR) and SoFi (SOFI) both fall under the Financial Services industry group, but EVR is classified in Capital Markets while SOFI is classified in Consumer Finance.

Evercore (EVR) has more than two decades of public-market history since August 14, 2006, whereas SoFi (SOFI) listed on January 4, 2021 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

SoFi (SOFI) is heavily traded at around 48.09M 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 SoFi (SOFI) at 7.35% is closer to the peer norm — stronger capital efficiency for EVR.

Both Evercore (EVR) at 15.73% and SoFi (SOFI) at 15.75% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

Both Evercore (EVR) at 21.94% and SoFi (SOFI) at 23.19% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

Profitability Metrics

Growth

Both Evercore (EVR) at 29.41% and SoFi (SOFI) at 38.32% sit in the top peer quartile for revenue growth, so each is growing its top line faster than typical industry peers.

Evercore (EVR) at 54.74% sits in the top EPS growth quartile, while SoFi (SOFI) at 0.00% is closer to the peer norm — faster per-share earnings growth for EVR.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: Evercore (EVR) in Financial Services and SoFi (SOFI) 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 SoFi (SOFI) 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

SoFi (SOFI) 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.

SoFi (SOFI) 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.

Dividend Metrics

Valuation

Evercore (EVR) at 15.57 is near its industry’s usual P/E ratio, while SoFi (SOFI) at 29.47 sits in the richer quartile — SOFI needs stronger growth or earnings quality to justify the premium.

On P/S ratio, both Evercore (EVR) at 2.23 and SoFi (SOFI) at 4.49 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

SoFi (SOFI) at 1.86 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