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EVR vs. TROW: A Head-to-Head Stock Comparison

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Here’s a clear look at EVR and TROW, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.

Company Profile

SymbolEVRTROW
Company NameEvercore Inc.T. Rowe Price Group, Inc.
CountryUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS IndustryCapital MarketsCapital Markets
Market Capitalization12.57 billion USD23.22 billion USD
ExchangeNYSENasdaqGS
Listing DateAugust 14, 2006April 2, 1986
Security TypeCommon StockCommon Stock

Historical Performance

This chart compares the performance of EVR and TROW by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.

EVR vs. TROW: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

SymbolEVRTROW
5-Day Price Return-3.49%2.97%
13-Week Price Return14.71%6.87%
26-Week Price Return62.42%14.54%
52-Week Price Return31.34%-0.74%
Month-to-Date Return-3.49%2.97%
Year-to-Date Return17.44%-6.54%
10-Day Avg. Volume0.39M1.36M
3-Month Avg. Volume0.51M1.53M
3-Month Volatility27.65%24.60%
Beta1.651.56

Profitability

Return on Equity (TTM)

EVR

28.77%

Capital Markets Industry

Max
38.97%
Q3
22.24%
Median
13.52%
Q1
8.61%
Min
-4.25%

In the upper quartile for the Capital Markets industry, EVR’s Return on Equity of 28.77% signals a highly effective use of shareholder capital to drive profitability compared to most of its peers.

TROW

19.63%

Capital Markets Industry

Max
38.97%
Q3
22.24%
Median
13.52%
Q1
8.61%
Min
-4.25%

TROW’s Return on Equity of 19.63% is on par with the norm for the Capital Markets industry, indicating its profitability relative to shareholder equity is typical for the sector.

EVR vs. TROW: A comparison of their Return on Equity (TTM) against the Capital Markets industry benchmark.

Net Profit Margin (TTM)

EVR

14.20%

Capital Markets Industry

Max
69.91%
Q3
37.24%
Median
24.30%
Q1
13.06%
Min
-15.18%

EVR’s Net Profit Margin of 14.20% is aligned with the median group of its peers in the Capital Markets industry. This indicates its ability to convert revenue into profit is typical for the sector.

TROW

28.72%

Capital Markets Industry

Max
69.91%
Q3
37.24%
Median
24.30%
Q1
13.06%
Min
-15.18%

TROW’s Net Profit Margin of 28.72% is aligned with the median group of its peers in the Capital Markets industry. This indicates its ability to convert revenue into profit is typical for the sector.

EVR vs. TROW: A comparison of their Net Profit Margin (TTM) against the Capital Markets industry benchmark.

Operating Profit Margin (TTM)

EVR

18.31%

Capital Markets Industry

Max
84.86%
Q3
47.16%
Median
32.23%
Q1
18.65%
Min
-21.87%

EVR’s Operating Profit Margin of 18.31% is in the lower quartile for the Capital Markets industry. This indicates weaker profitability from core operations, which may stem from inefficiencies or competitive pressures on pricing.

TROW

31.84%

Capital Markets Industry

Max
84.86%
Q3
47.16%
Median
32.23%
Q1
18.65%
Min
-21.87%

TROW’s Operating Profit Margin of 31.84% is around the midpoint for the Capital Markets industry, indicating that its efficiency in managing core business operations is typical for the sector.

EVR vs. TROW: A comparison of their Operating Profit Margin (TTM) against the Capital Markets industry benchmark.

Profitability at a Glance

SymbolEVRTROW
Return on Equity (TTM)28.77%19.63%
Return on Assets (TTM)12.58%14.69%
Net Profit Margin (TTM)14.20%28.72%
Operating Profit Margin (TTM)18.31%31.84%
Gross Profit Margin (TTM)99.07%99.83%

Financial Strength

Current Ratio (MRQ)

EVR

2.82

Capital Markets Industry

Max
3.37
Q3
1.81
Median
1.01
Q1
0.56
Min
0.04

For the Capital Markets industry, the Current Ratio is often not the most suitable measure of short-term liquidity.

TROW

2.81

Capital Markets Industry

Max
3.37
Q3
1.81
Median
1.01
Q1
0.56
Min
0.04

For the Capital Markets industry, the Current Ratio is often not the most suitable measure of short-term liquidity.

EVR vs. TROW: A comparison of their Current Ratio (MRQ) against the Capital Markets industry benchmark.

Debt-to-Equity Ratio (MRQ)

EVR

0.23

Capital Markets Industry

Max
6.52
Q3
2.79
Median
0.96
Q1
0.28
Min
0.00

The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Capital Markets industry.

TROW

0.00

Capital Markets Industry

Max
6.52
Q3
2.79
Median
0.96
Q1
0.28
Min
0.00

The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Capital Markets industry.

EVR vs. TROW: A comparison of their Debt-to-Equity Ratio (MRQ) against the Capital Markets industry benchmark.

Interest Coverage Ratio (TTM)

EVR

61.50

Capital Markets Industry

Max
107.59
Q3
48.41
Median
10.85
Q1
4.56
Min
-36.26

The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Capital Markets industry.

TROW

5.74

Capital Markets Industry

Max
107.59
Q3
48.41
Median
10.85
Q1
4.56
Min
-36.26

The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Capital Markets industry.

EVR vs. TROW: A comparison of their Interest Coverage Ratio (TTM) against the Capital Markets industry benchmark.

Financial Strength at a Glance

SymbolEVRTROW
Current Ratio (MRQ)2.822.81
Quick Ratio (MRQ)2.822.81
Debt-to-Equity Ratio (MRQ)0.230.00
Interest Coverage Ratio (TTM)61.505.74

Growth

Revenue Growth

EVR vs. TROW: A side-by-side comparison of their Revenue Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

EPS Growth

EVR vs. TROW: A side-by-side comparison of their EPS Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

Dividend

Dividend Yield (TTM)

EVR

1.10%

Capital Markets Industry

Max
9.02%
Q3
4.54%
Median
2.55%
Q1
1.27%
Min
0.00%

EVR’s Dividend Yield of 1.10% is in the lower quartile for the Capital Markets industry. This suggests the company’s strategy likely favors retaining earnings for growth over providing a high dividend income.

TROW

4.92%

Capital Markets Industry

Max
9.02%
Q3
4.54%
Median
2.55%
Q1
1.27%
Min
0.00%

With a Dividend Yield of 4.92%, TROW offers a more attractive income stream than most of its peers in the Capital Markets industry, signaling a strong commitment to shareholder returns.

EVR vs. TROW: A comparison of their Dividend Yield (TTM) against the Capital Markets industry benchmark.

Dividend Payout Ratio (TTM)

EVR

30.46%

Capital Markets Industry

Max
199.38%
Q3
99.28%
Median
60.67%
Q1
32.00%
Min
0.00%

EVR’s Dividend Payout Ratio of 30.46% is in the lower quartile for the Capital Markets industry. This suggests a conservative dividend policy, with a strategic focus on reinvesting profits for future growth.

TROW

55.97%

Capital Markets Industry

Max
199.38%
Q3
99.28%
Median
60.67%
Q1
32.00%
Min
0.00%

TROW’s Dividend Payout Ratio of 55.97% is within the typical range for the Capital Markets industry, suggesting a balanced approach between shareholder payouts and company reinvestment.

EVR vs. TROW: A comparison of their Dividend Payout Ratio (TTM) against the Capital Markets industry benchmark.

Dividend at a Glance

SymbolEVRTROW
Dividend Yield (TTM)1.10%4.92%
Dividend Payout Ratio (TTM)30.46%55.97%

Valuation

Price-to-Earnings Ratio (TTM)

EVR

27.59

Capital Markets Industry

Max
51.69
Q3
29.42
Median
17.58
Q1
12.55
Min
5.59

EVR’s P/E Ratio of 27.59 is within the middle range for the Capital Markets industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.

TROW

11.37

Capital Markets Industry

Max
51.69
Q3
29.42
Median
17.58
Q1
12.55
Min
5.59

In the lower quartile for the Capital Markets industry, TROW’s P/E Ratio of 11.37 suggests the stock may be undervalued compared to its peers, potentially presenting an attractive entry point for investors.

EVR vs. TROW: A comparison of their Price-to-Earnings Ratio (TTM) against the Capital Markets industry benchmark.

Price-to-Sales Ratio (TTM)

EVR

3.92

Capital Markets Industry

Max
14.65
Q3
7.29
Median
4.53
Q1
2.26
Min
0.04

EVR’s P/S Ratio of 3.92 aligns with the market consensus for the Capital Markets industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.

TROW

3.27

Capital Markets Industry

Max
14.65
Q3
7.29
Median
4.53
Q1
2.26
Min
0.04

TROW’s P/S Ratio of 3.27 aligns with the market consensus for the Capital Markets industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.

EVR vs. TROW: A comparison of their Price-to-Sales Ratio (TTM) against the Capital Markets industry benchmark.

Price-to-Book Ratio (MRQ)

EVR

6.31

Capital Markets Industry

Max
10.83
Q3
5.12
Median
2.66
Q1
1.19
Min
0.37

EVR’s P/B Ratio of 6.31 is in the upper tier for the Capital Markets industry. This indicates that investors are paying a premium relative to the company’s net assets, a valuation that hinges on its ability to generate superior profits.

TROW

2.01

Capital Markets Industry

Max
10.83
Q3
5.12
Median
2.66
Q1
1.19
Min
0.37

TROW’s P/B Ratio of 2.01 is within the conventional range for the Capital Markets industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.

EVR vs. TROW: A comparison of their Price-to-Book Ratio (MRQ) against the Capital Markets industry benchmark.

Valuation at a Glance

SymbolEVRTROW
Price-to-Earnings Ratio (TTM)27.5911.37
Price-to-Sales Ratio (TTM)3.923.27
Price-to-Book Ratio (MRQ)6.312.01
Price-to-Free Cash Flow Ratio (TTM)9.7214.80