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EVR vs. V: Evercore vs. Visa Stock Comparison

How do Evercore (EVR) and Visa (V) 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 Visa (V) both fall under the Financial Services industry group, but EVR is classified in Capital Markets while V is classified in Financial Services.

Company profile comparison for Evercore (EVR) and Visa (V)
Profile ItemEVRV
NameEvercore Inc. Class A Common StockVisa Inc. Class A
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsFinancial Services
GICS Sub-IndustryInvestment Banking & BrokerageTransaction & Payment Processing Services
Market Capitalization10.81 billion USD788.58 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateAugust 14, 2006March 19, 2008
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

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

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Evercore (EVR) and Visa (V)
MetricEVRV
Total Return (1Y)-2.40%27.50%
Total Return (3Y, Annualized)30.98%21.55%
Total Return (5Y, Annualized)16.41%15.65%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for Evercore (EVR) and Visa (V)
MetricEVRV
Volatility (1Y, Annualized)39.76%22.99%
Beta (5Y)1.450.78
Max Drawdown (5Y)-47.86%-24.14%
Avg. Volume (3M)546.56K6.56M

Risk-Adjusted Performance

Risk-Return Positioning

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EVR and V 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 Visa (V)
MetricEVRV
Sharpe Ratio (1Y)-0.171.01
Sortino Ratio (1Y)-0.231.64

Profitability

ROE (TTM)

Both companies show strong equity returns, but Visa (V) at 63.51% is the standout with ROE above its industry range; Evercore (EVR) at 37.97% also sits in the top quartile.

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%

V

Financial Services industry group

63.51%

V
63.51%
Max
44.78%
Q3
21.85%
Median
12.91%
Q1
4.48%
Min
-18.71%
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Evercore (EVR) vs. Visa (V): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Visa (V) at 51.20% 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%

V

Financial Services industry group

51.20%

Max
62.84%
V
51.20%
Q3
28.05%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Evercore (EVR) vs. Visa (V): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Visa (V) at 63.73% operates in the top operating margin quartile, ahead of Evercore (EVR) at 21.94%, which runs around its industry’s norm.

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%

V

Financial Services industry group

63.73%

Max
107.33%
V
63.73%
Q3
55.90%
Median
30.09%
Q1
14.60%
Min
-44.34%
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Evercore (EVR) vs. Visa (V): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Evercore (EVR) and Visa (V)
MetricEVRV
ROE (TTM)37.97%63.51%
ROA (TTM)17.07%19.61%
Net Margin (TTM)15.73%51.20%
Operating Margin (TTM)21.94%63.73%
Gross Margin (TTM)----

Growth

Revenue Growth

Evercore (EVR) at 29.41% sits in the top revenue growth quartile, while Visa (V) at 14.76% is closer to the peer norm — faster top-line expansion for EVR.

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

EPS Growth

Evercore (EVR) at 54.74% sits in the top EPS growth quartile, while Visa (V) at 20.78% is closer to the peer norm — faster per-share earnings growth for EVR.

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

Growth Metrics

Growth metrics for Evercore (EVR) and Visa (V)
MetricEVRV
Revenue Growth (YoY)29.41%14.76%
Revenue Growth (3Y CAGR)11.76%12.02%
EPS Growth (YoY)54.74%20.78%
EPS Growth (3Y CAGR)6.57%14.16%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Evercore (EVR) in Financial Services and Visa (V) 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 Visa (V) 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 Visa (V)
MetricEVRV
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Both Evercore (EVR) at 1.21% and Visa (V) at 0.66% 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%

V

Financial Services industry group

0.66%

Max
9.77%
Q3
3.92%
Median
1.09%
V
0.66%
Q1
0.00%
Min
0.00%
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Evercore (EVR) vs. Visa (V): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both Evercore (EVR) at 18.93% and Visa (V) at 21.75% 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%

V

Financial Services industry group

21.75%

Max
241.07%
Q3
97.36%
Median
25.77%
V
21.75%
Q1
0.00%
Min
0.00%
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Evercore (EVR) vs. Visa (V): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Evercore (EVR) and Visa (V)
MetricEVRV
Dividend Yield (TTM)1.21%0.66%
Dividend Payout Ratio (TTM)18.93%21.75%

Valuation

P/E Ratio (TTM)

Evercore (EVR) at 15.57 is near its industry’s usual P/E ratio, while Visa (V) at 34.31 sits in the richer quartile — V 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

V

Financial Services industry group

34.31

Max
45.85
V
34.31
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
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Evercore (EVR) vs. Visa (V): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Evercore (EVR) at 2.23 prices around its industry’s typical P/S ratio, while Visa (V) at 17.18 clears its benchmark range — V 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

V

Financial Services industry group

17.18

V
17.18
Max
9.23
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55
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Evercore (EVR) vs. Visa (V): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

Both look rich against book: Evercore (EVR) at 5.56 sits in the upper P/B ratio quartile, and Visa (V) at 22.05 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

V

Financial Services industry group

22.05

V
22.05
Max
7.79
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
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Evercore (EVR) vs. Visa (V): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Evercore (EVR) and Visa (V)
MetricEVRV
P/E Ratio (TTM)15.5734.31
P/S Ratio (TTM)2.2317.18
P/B Ratio (MRQ)5.5622.05
Free Cash Flow Yield (TTM)----