EVR vs. TOST: Evercore vs. Toast Stock Comparison
How do Evercore (EVR) and Toast (TOST) 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 Toast (TOST) both fall under the Financial Services industry group, but EVR is classified in Capital Markets while TOST is classified in Financial Services.
Evercore (EVR) has more than two decades of public-market history since August 14, 2006, whereas Toast (TOST) listed on September 22, 2021 and has a much shorter record to draw on.
| Profile Item | EVR | TOST |
|---|---|---|
| Name | Evercore Inc. Class A Common Stock | Toast, 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 | Transaction & Payment Processing Services |
| Market Capitalization | 10.81 billion USD | 20.14 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | August 14, 2006 | September 22, 2021 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | EVR | TOST |
|---|---|---|
| Total Return (1Y) | -2.40% | -5.92% |
| Total Return (3Y, Annualized) | 30.98% | 35.73% |
| Total Return (5Y, Annualized) | 16.41% | -10.54% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | EVR | TOST |
|---|---|---|
| Volatility (1Y, Annualized) | 39.76% | 45.32% |
| Beta (5Y) | 1.45 | 1.66 |
| Max Drawdown (5Y) | -47.86% | -79.13% |
| Avg. Volume (3M) | 546.56K | 8.73M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | EVR | TOST |
|---|---|---|
| Sharpe Ratio (1Y) | -0.17 | -0.23 |
| Sortino Ratio (1Y) | -0.23 | -0.31 |
Profitability
ROE (TTM)
Both Evercore (EVR) at 37.97% and Toast (TOST) at 25.58% sit in the top peer quartile for ROE, suggesting each generates more profit from shareholders’ equity than typical industry peers.
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%
TOST
Financial Services industry group
25.58%
- Max
- 44.78%
- TOST
- 25.58%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Both Evercore (EVR) at 15.73% and Toast (TOST) at 7.69% 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%
TOST
Financial Services industry group
7.69%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- TOST
- 7.69%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Evercore (EVR) at 21.94% runs core operations around its industry’s norm, while Toast (TOST) at 8.63% operates in the bottom quartile.
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%
TOST
Financial Services industry group
8.63%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- Q1
- 14.60%
- TOST
- 8.63%
- Min
- -44.34%
Profitability Metrics
| Metric | EVR | TOST |
|---|---|---|
| ROE (TTM) | 37.97% | 25.58% |
| ROA (TTM) | 17.07% | 10.30% |
| Net Margin (TTM) | 15.73% | 7.69% |
| Operating Margin (TTM) | 21.94% | 8.63% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Evercore (EVR) at 29.41% sits in the top revenue growth quartile, while Toast (TOST) at 24.05% is closer to the peer norm — faster top-line expansion for EVR.
EPS Growth
Both companies show strong earnings momentum, but Toast (TOST) at 1,766.67% is the standout with EPS growth above its industry range; Evercore (EVR) at 54.74% also sits in the top quartile.
Growth Metrics
| Metric | EVR | TOST |
|---|---|---|
| Revenue Growth (YoY) | 29.41% | 24.05% |
| Revenue Growth (3Y CAGR) | 11.76% | 31.10% |
| EPS Growth (YoY) | 54.74% | 1,766.67% |
| 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 Toast (TOST) 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 Toast (TOST) 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 | TOST |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Toast (TOST) 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%
TOST
Financial Services industry group
0.00%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- TOST
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Toast (TOST) 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%
TOST
Financial Services industry group
0.00%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- TOST
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | EVR | TOST |
|---|---|---|
| Dividend Yield (TTM) | 1.21% | 0.00% |
| Dividend Payout Ratio (TTM) | 18.93% | 0.00% |
Valuation
P/E Ratio (TTM)
Evercore (EVR) at 15.57 is near its industry’s usual P/E ratio, while Toast (TOST) at 38.10 sits in the richer quartile — TOST needs stronger growth or earnings quality to justify the premium.
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
TOST
Financial Services industry group
38.10
- Max
- 45.85
- TOST
- 38.10
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
On P/S ratio, both Evercore (EVR) at 2.23 and Toast (TOST) at 2.82 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
TOST
Financial Services industry group
2.82
- Max
- 9.23
- Q3
- 4.57
- TOST
- 2.82
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Both look rich against book: Evercore (EVR) at 5.56 sits in the upper P/B ratio quartile, and Toast (TOST) at 8.79 prices even higher, above its industry range.
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
TOST
Financial Services industry group
8.79
- TOST
- 8.79
- Max
- 7.79
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | EVR | TOST |
|---|---|---|
| P/E Ratio (TTM) | 15.57 | 38.10 |
| P/S Ratio (TTM) | 2.23 | 2.82 |
| P/B Ratio (MRQ) | 5.56 | 8.79 |
| Free Cash Flow Yield (TTM) | -- | -- |