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EVR vs. XYZ: Evercore vs. Block Stock Comparison

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

Company profile comparison for Evercore (EVR) and Block (XYZ)
Profile ItemEVRXYZ
NameEvercore Inc. Class A Common StockBlock Inc. Class A Common Stock
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 USD51.67 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateAugust 14, 2006November 19, 2015
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

EVR
XYZ
GSPC
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Evercore (EVR) vs. Block (XYZ), 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 Block (XYZ). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Evercore (EVR) and Block (XYZ)
MetricEVRXYZ
Total Return (1Y)-2.40%35.34%
Total Return (3Y, Annualized)30.98%20.17%
Total Return (5Y, Annualized)16.41%-17.43%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for Evercore (EVR) and Block (XYZ)
MetricEVRXYZ
Volatility (1Y, Annualized)39.76%48.01%
Beta (5Y)1.452.48
Max Drawdown (5Y)-47.86%-83.55%
Avg. Volume (3M)546.56K4.73M

Risk-Adjusted Performance

Risk-Return Positioning

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EVR and XYZ 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 Block (XYZ)
MetricEVRXYZ
Sharpe Ratio (1Y)-0.170.65
Sortino Ratio (1Y)-0.231.03

Profitability

ROE (TTM)

Evercore (EVR) at 37.97% sits in the top ROE quartile, while Block (XYZ) at 2.02% is in the bottom quartile, showing a clear gap in returns on equity.

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%

XYZ

Financial Services industry group

2.02%

Max
44.78%
Q3
21.85%
Median
12.91%
Q1
4.48%
XYZ
2.02%
Min
-18.71%
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Evercore (EVR) vs. Block (XYZ): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Evercore (EVR) at 15.73% keeps about the industry-typical share of revenue as profit, while Block (XYZ) at 1.80% retains only a bottom-quartile 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%

XYZ

Financial Services industry group

1.80%

Max
62.84%
Q3
28.05%
Median
15.36%
Q1
4.82%
XYZ
1.80%
Min
-28.52%
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Evercore (EVR) vs. Block (XYZ): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Evercore (EVR) at 21.94% runs core operations around its industry’s norm, while Block (XYZ) at 6.65% operates in the bottom quartile.

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%

XYZ

Financial Services industry group

6.65%

Max
107.33%
Q3
55.90%
Median
30.09%
Q1
14.60%
XYZ
6.65%
Min
-44.34%
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Evercore (EVR) vs. Block (XYZ): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Evercore (EVR) and Block (XYZ)
MetricEVRXYZ
ROE (TTM)37.97%2.02%
ROA (TTM)17.07%1.94%
Net Margin (TTM)15.73%1.80%
Operating Margin (TTM)21.94%6.65%
Gross Margin (TTM)----

Growth

Revenue Growth

Evercore (EVR) at 29.41% sits in the top revenue growth quartile, while Block (XYZ) at 0.30% is in the bottom quartile, showing a clear gap in revenue momentum.

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Evercore (EVR) vs. Block (XYZ): 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 Block (XYZ) at -53.95% is in the bottom quartile, showing a clear gap in earnings momentum.

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

Growth Metrics

Growth metrics for Evercore (EVR) and Block (XYZ)
MetricEVRXYZ
Revenue Growth (YoY)29.41%0.30%
Revenue Growth (3Y CAGR)11.76%11.33%
EPS Growth (YoY)54.74%-53.95%
EPS Growth (3Y CAGR)6.57%--

Financial Strength

Current Ratio (MRQ)

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

Dividends

Dividend Yield (TTM)

Block (XYZ) 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%

XYZ

Financial Services industry group

0.00%

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

Dividend Payout Ratio (TTM)

Block (XYZ) 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%

XYZ

Financial Services industry group

0.00%

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

Dividend Metrics

Dividend metrics for Evercore (EVR) and Block (XYZ)
MetricEVRXYZ
Dividend Yield (TTM)1.21%0.00%
Dividend Payout Ratio (TTM)18.93%0.00%

Valuation

P/E Ratio (TTM)

Evercore (EVR) at 15.57 is near its industry’s usual P/E ratio, while Block (XYZ) at 112.47 sits above its peer range — an unusually expensive price for XYZ’s trailing earnings.

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

XYZ

Financial Services industry group

112.47

XYZ
112.47
Max
45.85
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
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Evercore (EVR) vs. Block (XYZ): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both Evercore (EVR) at 2.23 and Block (XYZ) at 2.01 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

XYZ

Financial Services industry group

2.01

Max
9.23
Q3
4.57
Median
2.72
XYZ
2.01
Q1
1.28
Min
-0.55
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Evercore (EVR) vs. Block (XYZ): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

Block (XYZ) at 2.26 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

XYZ

Financial Services industry group

2.26

Max
7.79
Q3
3.63
XYZ
2.26
Median
1.57
Q1
0.81
Min
-0.39
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Evercore (EVR) vs. Block (XYZ): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Evercore (EVR) and Block (XYZ)
MetricEVRXYZ
P/E Ratio (TTM)15.57112.47
P/S Ratio (TTM)2.232.01
P/B Ratio (MRQ)5.562.26
Free Cash Flow Yield (TTM)----