EVR vs. TW: Evercore vs. Tradeweb Markets Stock Comparison
How do Evercore (EVR) and Tradeweb Markets (TW) 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 Tradeweb Markets (TW) both belong to the Capital Markets industry, though EVR is classified under Investment Banking & Brokerage while TW falls under Financial Exchanges & Data.
| Profile Item | EVR | TW |
|---|---|---|
| Name | Evercore Inc. Class A Common Stock | Tradeweb Markets 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 | Capital Markets |
| GICS Sub-Industry | Investment Banking & Brokerage | Financial Exchanges & Data |
| Market Capitalization | 10.81 billion USD | 27.59 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | August 14, 2006 | April 4, 2019 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | EVR | TW |
|---|---|---|
| Total Return (1Y) | -2.40% | 17.01% |
| Total Return (3Y, Annualized) | 30.98% | 11.65% |
| Total Return (5Y, Annualized) | 16.41% | 6.31% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
Evercore (EVR) has an aggressive beta of 1.45, indicating higher sensitivity to broad-market moves, while Tradeweb Markets (TW) is defensive at 0.54 and tends to be less market-sensitive — they sit on opposite ends of the beta spectrum.
| Metric | EVR | TW |
|---|---|---|
| Volatility (1Y, Annualized) | 39.76% | 30.82% |
| Beta (5Y) | 1.45 | 0.54 |
| Max Drawdown (5Y) | -47.86% | -48.64% |
| Avg. Volume (3M) | 546.56K | 1.37M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | EVR | TW |
|---|---|---|
| Sharpe Ratio (1Y) | -0.17 | 0.41 |
| Sortino Ratio (1Y) | -0.23 | 0.60 |
Profitability
ROE (TTM)
Evercore (EVR) at 37.97% sits in the top ROE quartile, while Tradeweb Markets (TW) at 14.46% 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%
TW
Financial Services industry group
14.46%
- Max
- 44.78%
- Q3
- 21.85%
- TW
- 14.46%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Tradeweb Markets (TW) at 39.86% 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%
TW
Financial Services industry group
39.86%
- Max
- 62.84%
- TW
- 39.86%
- Q3
- 28.05%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Both Evercore (EVR) at 21.94% and Tradeweb Markets (TW) at 43.30% 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%
TW
Financial Services industry group
43.30%
- Max
- 107.33%
- Q3
- 55.90%
- TW
- 43.30%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | EVR | TW |
|---|---|---|
| ROE (TTM) | 37.97% | 14.46% |
| ROA (TTM) | 17.07% | 12.57% |
| Net Margin (TTM) | 15.73% | 39.86% |
| Operating Margin (TTM) | 21.94% | 43.30% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Evercore (EVR) at 29.41% sits in the top revenue growth quartile, while Tradeweb Markets (TW) at 18.92% is closer to the peer norm — faster top-line expansion for EVR.
EPS Growth
Both Evercore (EVR) at 54.74% and Tradeweb Markets (TW) at 62.23% sit in the top peer quartile for EPS growth, so each is compounding per-share earnings faster than typical industry peers.
Growth Metrics
| Metric | EVR | TW |
|---|---|---|
| Revenue Growth (YoY) | 29.41% | 18.92% |
| Revenue Growth (3Y CAGR) | 11.76% | 19.97% |
| EPS Growth (YoY) | 54.74% | 62.23% |
| EPS Growth (3Y CAGR) | 6.57% | 36.69% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Evercore (EVR) in Financial Services and Tradeweb Markets (TW) 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 Tradeweb Markets (TW) 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 | TW |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Evercore (EVR) at 1.21% and Tradeweb Markets (TW) at 0.42% 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%
TW
Financial Services industry group
0.42%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- TW
- 0.42%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Evercore (EVR) at 18.93% and Tradeweb Markets (TW) at 12.68% 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%
TW
Financial Services industry group
12.68%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- TW
- 12.68%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | EVR | TW |
|---|---|---|
| Dividend Yield (TTM) | 1.21% | 0.42% |
| Dividend Payout Ratio (TTM) | 18.93% | 12.68% |
Valuation
P/E Ratio (TTM)
Evercore (EVR) at 15.57 is near its industry’s usual P/E ratio, while Tradeweb Markets (TW) at 29.98 sits in the richer quartile — TW 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
TW
Financial Services industry group
29.98
- Max
- 45.85
- TW
- 29.98
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Evercore (EVR) at 2.23 prices around its industry’s typical P/S ratio, while Tradeweb Markets (TW) at 12.10 clears its benchmark range — TW looks notably rich on 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
TW
Financial Services industry group
12.10
- TW
- 12.10
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Both Evercore (EVR) at 5.56 and Tradeweb Markets (TW) at 4.03 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
TW
Financial Services industry group
4.03
- Max
- 7.79
- TW
- 4.03
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | EVR | TW |
|---|---|---|
| P/E Ratio (TTM) | 15.57 | 29.98 |
| P/S Ratio (TTM) | 2.23 | 12.10 |
| P/B Ratio (MRQ) | 5.56 | 4.03 |
| Free Cash Flow Yield (TTM) | -- | -- |