EVR vs. VIRT: Evercore vs. Virtu Financial Stock Comparison
How do Evercore (EVR) and Virtu Financial (VIRT) 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 Virtu Financial (VIRT) are both classified in the Investment Banking & Brokerage sub-industry within the broader Capital Markets industry, placing them in the closest GICS peer bucket.
| Profile Item | EVR | VIRT |
|---|---|---|
| Name | Evercore Inc. Class A Common Stock | Virtu Financial 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 | Investment Banking & Brokerage |
| Market Capitalization | 10.81 billion USD | 11.67 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | August 14, 2006 | April 16, 2015 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | EVR | VIRT |
|---|---|---|
| Total Return (1Y) | -2.40% | 57.98% |
| Total Return (3Y, Annualized) | 30.98% | 51.24% |
| Total Return (5Y, Annualized) | 16.41% | 19.25% |
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 Virtu Financial (VIRT) is defensive at 0.69 and tends to be less market-sensitive — they sit on opposite ends of the beta spectrum.
| Metric | EVR | VIRT |
|---|---|---|
| Volatility (1Y, Annualized) | 39.76% | 37.43% |
| Beta (5Y) | 1.45 | 0.69 |
| Max Drawdown (5Y) | -47.86% | -54.52% |
| Avg. Volume (3M) | 546.56K | 1.26M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | EVR | VIRT |
|---|---|---|
| Sharpe Ratio (1Y) | -0.17 | 1.43 |
| Sortino Ratio (1Y) | -0.23 | 2.27 |
Profitability
ROE (TTM)
Both companies show strong equity returns, but Virtu Financial (VIRT) at 57.03% 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%
VIRT
Financial Services industry group
57.03%
- VIRT
- 57.03%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Both Evercore (EVR) at 15.73% and Virtu Financial (VIRT) at 17.96% 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%
VIRT
Financial Services industry group
17.96%
- Max
- 62.84%
- Q3
- 28.05%
- VIRT
- 17.96%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Both Evercore (EVR) at 21.94% and Virtu Financial (VIRT) at 36.32% 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%
VIRT
Financial Services industry group
36.32%
- Max
- 107.33%
- Q3
- 55.90%
- VIRT
- 36.32%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | EVR | VIRT |
|---|---|---|
| ROE (TTM) | 37.97% | 57.03% |
| ROA (TTM) | 17.07% | 5.01% |
| Net Margin (TTM) | 15.73% | 17.96% |
| Operating Margin (TTM) | 21.94% | 36.32% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Evercore (EVR) at 29.41% sits in the top revenue growth quartile, while Virtu Financial (VIRT) at 26.25% is closer to the peer norm — faster top-line expansion for EVR.
EPS Growth
Both Evercore (EVR) at 54.74% and Virtu Financial (VIRT) at 72.73% 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 | VIRT |
|---|---|---|
| Revenue Growth (YoY) | 29.41% | 26.25% |
| Revenue Growth (3Y CAGR) | 11.76% | 15.38% |
| EPS Growth (YoY) | 54.74% | 72.73% |
| EPS Growth (3Y CAGR) | 6.57% | 28.11% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Evercore (EVR) in Financial Services and Virtu Financial (VIRT) 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 Virtu Financial (VIRT) 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 | VIRT |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Evercore (EVR) at 1.21% and Virtu Financial (VIRT) at 1.78% 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%
VIRT
Financial Services industry group
1.78%
- Max
- 9.77%
- Q3
- 3.92%
- VIRT
- 1.78%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Evercore (EVR) at 18.93% and Virtu Financial (VIRT) at 15.95% 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%
VIRT
Financial Services industry group
15.95%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- VIRT
- 15.95%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | EVR | VIRT |
|---|---|---|
| Dividend Yield (TTM) | 1.21% | 1.78% |
| Dividend Payout Ratio (TTM) | 18.93% | 15.95% |
Valuation
P/E Ratio (TTM)
Virtu Financial (VIRT) at 7.92 sits in the cheaper P/E ratio quartile, while Evercore (EVR) at 15.57 is closer to its industry’s usual earnings multiple — a discount for VIRT, though growth and earnings durability still matter.
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
VIRT
Financial Services industry group
7.92
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- VIRT
- 7.92
- Min
- 0.16
P/S Ratio (TTM)
On P/S ratio, both Evercore (EVR) at 2.23 and Virtu Financial (VIRT) at 3.35 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
VIRT
Financial Services industry group
3.35
- Max
- 9.23
- Q3
- 4.57
- VIRT
- 3.35
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Virtu Financial (VIRT) at 1.92 is valued about in line with its industry on P/B ratio, while Evercore (EVR) at 5.56 carries an above-peer premium to book — EVR is pricier on assets.
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
VIRT
Financial Services industry group
1.92
- Max
- 7.79
- Q3
- 3.63
- VIRT
- 1.92
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | EVR | VIRT |
|---|---|---|
| P/E Ratio (TTM) | 15.57 | 7.92 |
| P/S Ratio (TTM) | 2.23 | 3.35 |
| P/B Ratio (MRQ) | 5.56 | 1.92 |
| Free Cash Flow Yield (TTM) | -- | -- |