EVR vs. WSE: Evercore vs. Wise Stock Comparison
How do Evercore (EVR) and Wise (WSE) 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 Wise (WSE) both fall under the Financial Services industry group, but EVR is classified in Capital Markets while WSE is classified in Financial Services.
Evercore (EVR) has been public since August 14, 2006, giving it decades of market history across multiple cycles, while Wise (WSE) listed only on May 11, 2026 and lacks comparable through-cycle data.
| Profile Item | EVR | WSE |
|---|---|---|
| Name | Evercore Inc. Class A Common Stock | Wise Group plc |
| Country/Region | United States | United Kingdom |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Capital Markets | Financial Services |
| GICS Sub-Industry | Investment Banking & Brokerage | Transaction & Payment Processing Services |
| Market Capitalization | 10.81 billion USD | 10.76 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | August 14, 2006 | May 11, 2026 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | EVR | WSE |
|---|---|---|
| Total Return (1Y) | -2.40% | -- |
| Total Return (3Y, Annualized) | 30.98% | -- |
| Total Return (5Y, Annualized) | 16.41% | -- |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | EVR | WSE |
|---|---|---|
| Volatility (1Y, Annualized) | 39.76% | 44.06% |
| Beta (5Y) | 1.45 | 1.56 |
| Max Drawdown (5Y) | -47.86% | -32.47% |
| Avg. Volume (3M) | 546.56K | 1.74M |
Risk-Adjusted Performance
Risk-Return Positioning
Both EVR and WSE need 1-year volatility and 1-year return to plot risk-return positioning.
Risk-Adjusted Metrics
| Metric | EVR | WSE |
|---|---|---|
| Sharpe Ratio (1Y) | -0.17 | -- |
| Sortino Ratio (1Y) | -0.23 | -- |
Profitability
ROE (TTM)
Both Evercore (EVR) at 37.97% and Wise (WSE) at 27.23% sit in the top peer quartile for ROE, suggesting each generates more profit from shareholders’ equity than typical industry peers.
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%
WSE
Financial Services industry group
27.23%
- Max
- 44.78%
- WSE
- 27.23%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Both Evercore (EVR) at 15.73% and Wise (WSE) at 19.93% 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%
WSE
Financial Services industry group
19.93%
- Max
- 62.84%
- Q3
- 28.05%
- WSE
- 19.93%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Wise (WSE) at 59.77% 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%
WSE
Financial Services industry group
59.77%
- Max
- 107.33%
- WSE
- 59.77%
- Q3
- 55.90%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | EVR | WSE |
|---|---|---|
| ROE (TTM) | 37.97% | 27.23% |
| ROA (TTM) | 17.07% | 2.41% |
| Net Margin (TTM) | 15.73% | 19.93% |
| Operating Margin (TTM) | 21.94% | 59.77% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Evercore (EVR) at 29.41% sits in the top revenue growth quartile, while Wise (WSE) at 17.14% is closer to the peer norm — faster top-line expansion for EVR.
EPS Growth
Evercore (EVR) at 54.74% sits in the top EPS growth quartile, while Wise (WSE) at -5.78% is closer to the peer norm — faster per-share earnings growth for EVR.
Growth Metrics
| Metric | EVR | WSE |
|---|---|---|
| Revenue Growth (YoY) | 29.41% | 17.14% |
| Revenue Growth (3Y CAGR) | 11.76% | 30.26% |
| EPS Growth (YoY) | 54.74% | -5.78% |
| EPS Growth (3Y CAGR) | 6.57% | 52.89% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Evercore (EVR) in Financial Services and Wise (WSE) 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 Wise (WSE) 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 | WSE |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Wise (WSE) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Evercore (EVR) reports a yield of 1.21%, ranking against industry peers normally.
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%
WSE
Financial Services industry group
0.00%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- WSE
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Wise (WSE) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Evercore (EVR) reports a payout of 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%
WSE
Financial Services industry group
0.00%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- WSE
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | EVR | WSE |
|---|---|---|
| Dividend Yield (TTM) | 1.21% | 0.00% |
| Dividend Payout Ratio (TTM) | 18.93% | 0.00% |
Valuation
P/E Ratio (TTM)
Both Evercore (EVR) at 15.57 and Wise (WSE) at 23.23 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.
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
WSE
Financial Services industry group
23.23
- Max
- 45.85
- Q3
- 24.64
- WSE
- 23.23
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
On P/S ratio, both Evercore (EVR) at 2.23 and Wise (WSE) at 4.30 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
WSE
Financial Services industry group
4.30
- Max
- 9.23
- Q3
- 4.57
- WSE
- 4.30
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Both Evercore (EVR) at 5.56 and Wise (WSE) at 5.94 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
WSE
Financial Services industry group
5.94
- Max
- 7.79
- WSE
- 5.94
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | EVR | WSE |
|---|---|---|
| P/E Ratio (TTM) | 15.57 | 23.23 |
| P/S Ratio (TTM) | 2.23 | 4.30 |
| P/B Ratio (MRQ) | 5.56 | 5.94 |
| Free Cash Flow Yield (TTM) | -- | -- |