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EVR vs. TPG: Evercore vs. TPG Stock Comparison

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

Evercore (EVR) has more than two decades of public-market history since August 14, 2006, whereas TPG (TPG) listed on January 13, 2022 and has a much shorter record to draw on.

Company profile comparison for Evercore (EVR) and TPG (TPG)
Profile ItemEVRTPG
NameEvercore Inc. Class A Common StockTPG Inc. Class A Common Stock
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryInvestment Banking & BrokerageAsset Management & Custody Banks
Market Capitalization10.81 billion USD17.90 billion USD
CurrencyUSDUSD
ExchangeNYSENasdaq
Listing DateAugust 14, 2006January 13, 2022
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

EVR
TPG
GSPC
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Evercore (EVR) vs. TPG (TPG), 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 TPG (TPG). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Evercore (EVR) and TPG (TPG)
MetricEVRTPG
Total Return (1Y)-2.40%-7.34%
Total Return (3Y, Annualized)30.98%21.01%
Total Return (5Y, Annualized)16.41%--

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for Evercore (EVR) and TPG (TPG)
MetricEVRTPG
Volatility (1Y, Annualized)39.76%41.32%
Beta (5Y)1.451.45
Max Drawdown (5Y)-47.86%-44.85%
Avg. Volume (3M)546.56K2.82M

Risk-Adjusted Performance

Risk-Return Positioning

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EVR and TPG 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 TPG (TPG)
MetricEVRTPG
Sharpe Ratio (1Y)-0.17-0.28
Sortino Ratio (1Y)-0.23-0.40

Profitability

ROE (TTM)

Evercore (EVR) at 37.97% sits in the top ROE quartile, while TPG (TPG) at 19.19% 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%

TPG

Financial Services industry group

19.19%

Max
44.78%
Q3
21.85%
TPG
19.19%
Median
12.91%
Q1
4.48%
Min
-18.71%
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Evercore (EVR) vs. TPG (TPG): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Both Evercore (EVR) at 15.73% and TPG (TPG) at 5.78% 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%

TPG

Financial Services industry group

5.78%

Max
62.84%
Q3
28.05%
Median
15.36%
TPG
5.78%
Q1
4.82%
Min
-28.52%
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Evercore (EVR) vs. TPG (TPG): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Evercore (EVR) at 21.94% and TPG (TPG) at 16.57% 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%

TPG

Financial Services industry group

16.57%

Max
107.33%
Q3
55.90%
Median
30.09%
TPG
16.57%
Q1
14.60%
Min
-44.34%
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Evercore (EVR) vs. TPG (TPG): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Evercore (EVR) and TPG (TPG)
MetricEVRTPG
ROE (TTM)37.97%19.19%
ROA (TTM)17.07%5.36%
Net Margin (TTM)15.73%5.78%
Operating Margin (TTM)21.94%16.57%
Gross Margin (TTM)----

Growth

Revenue Growth

Both Evercore (EVR) at 29.41% and TPG (TPG) at 27.03% sit in the top peer quartile for revenue growth, so each is growing its top line faster than typical industry peers.

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

EPS Growth

Only one side can be read here: Evercore (EVR) reports EPS growth of 54.74%, ranked against its industry; TPG (TPG) has no EPS growth figure this period.

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

Growth Metrics

Growth metrics for Evercore (EVR) and TPG (TPG)
MetricEVRTPG
Revenue Growth (YoY)29.41%27.03%
Revenue Growth (3Y CAGR)11.76%29.51%
EPS Growth (YoY)54.74%--
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 TPG (TPG) 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 TPG (TPG) 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 TPG (TPG)
MetricEVRTPG
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

TPG (TPG) at 5.01% delivers top-quartile income for its industry, while Evercore (EVR) at 1.21% pays a more typical yield — both are credible income propositions, TPG the richer one.

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%

TPG

Financial Services industry group

5.01%

Max
9.77%
TPG
5.01%
Q3
3.92%
Median
1.09%
Q1
0.00%
Min
0.00%
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Evercore (EVR) vs. TPG (TPG): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

TPG (TPG) reports payout ratio above 100% at 254.55%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile Evercore (EVR) reports 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%

TPG

Financial Services industry group

254.55%

TPG
254.55%
Max
241.07%
Q3
97.36%
Median
25.77%
Q1
0.00%
Min
0.00%
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Evercore (EVR) vs. TPG (TPG): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Evercore (EVR) and TPG (TPG)
MetricEVRTPG
Dividend Yield (TTM)1.21%5.01%
Dividend Payout Ratio (TTM)18.93%254.55%

Valuation

P/E Ratio (TTM)

Evercore (EVR) at 15.57 is near its industry’s usual P/E ratio, while TPG (TPG) at 52.84 sits above its peer range — an unusually expensive price for TPG’s trailing earnings.

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

TPG

Financial Services industry group

52.84

TPG
52.84
Max
45.85
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
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Evercore (EVR) vs. TPG (TPG): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both Evercore (EVR) at 2.23 and TPG (TPG) at 3.85 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

TPG

Financial Services industry group

3.85

Max
9.23
Q3
4.57
TPG
3.85
Median
2.72
Q1
1.28
Min
-0.55
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Evercore (EVR) vs. TPG (TPG): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

Both Evercore (EVR) at 5.56 and TPG (TPG) at 5.97 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.

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

TPG

Financial Services industry group

5.97

Max
7.79
TPG
5.97
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
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Evercore (EVR) vs. TPG (TPG): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Evercore (EVR) and TPG (TPG)
MetricEVRTPG
P/E Ratio (TTM)15.5752.84
P/S Ratio (TTM)2.233.85
P/B Ratio (MRQ)5.565.97
Free Cash Flow Yield (TTM)----