APO vs. EVR
APO (Apollo Global Management, Inc.) and EVR (Evercore Inc.) are both stocks. Both are in the Financial Services sector — APO in Asset Management, EVR in Capital Markets. Over the past 10 years, APO returned 28.04%/yr vs 23.72%/yr for EVR. At a 0.47 correlation, their price movements are largely independent.
Performance
APO vs. EVR - Performance Comparison
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Returns By Period
In the year-to-date period, APO achieves a -11.14% return, which is significantly lower than EVR's 0.49% return. Over the past 10 years, APO has outperformed EVR with an annualized return of 28.04%, while EVR has yielded a comparatively lower 23.72% annualized return.
APO
- 1D
- -0.36%
- 1M
- -3.82%
- YTD
- -11.14%
- 6M
- -6.37%
- 1Y
- -2.88%
- 3Y*
- 22.38%
- 5Y*
- 19.80%
- 10Y*
- 28.04%
EVR
- 1D
- 0.21%
- 1M
- -0.05%
- YTD
- 0.49%
- 6M
- 3.66%
- 1Y
- 40.00%
- 3Y*
- 43.37%
- 5Y*
- 21.57%
- 10Y*
- 23.72%
APO vs. EVR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
APO Apollo Global Management, Inc. | -11.14% | -11.12% | 79.87% | 49.44% | -9.59% | 53.25% | 8.00% | 106.46% | -22.03% | 85.29% |
EVR Evercore Inc. | 0.49% | 24.25% | 64.35% | 60.59% | -17.60% | 26.29% | 51.68% | 7.39% | -18.93% | 33.42% |
Correlation
The correlation between APO and EVR is 0.50, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.50 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.57 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.61 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.51 |
Correlation (All Time) Calculated using the full available price history since Mar 31, 2011 | 0.47 |
The correlation between APO and EVR shifts across timeframes, from 0.47 (all time) to 0.61 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
APO:
$75.90B
EVR:
$14.24B
APO:
$3.58
EVR:
$17.52
APO:
35.61
EVR:
19.42
APO:
0.09
EVR:
3.38
APO:
2.58
EVR:
3.17
APO:
4.09
EVR:
7.99
APO:
$29.68B
EVR:
$4.58B
APO:
$26.52B
EVR:
$4.53B
APO:
$9.28B
EVR:
$1.04B
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Return for Risk
APO vs. EVR — Risk / Return Rank
APO
EVR
APO vs. EVR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Apollo Global Management, Inc. (APO) and Evercore Inc. (EVR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| APO | EVR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.23 | ||
| Sortino ratioReturn per unit of downside risk | -1.46 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 1.21 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | -0.08 | 1.34 | -1.42 |
| Martin ratioReturn relative to average drawdown | -0.17 | 3.40 | -3.58 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| APO | EVR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.08 | 1.14 | -1.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.61 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.65 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.40 | +0.18 |
Drawdowns
APO vs. EVR - Drawdown Comparison
The maximum APO drawdown since its inception was -56.99%, smaller than the maximum EVR drawdown of -81.49%. Use the drawdown chart below to compare losses from any high point for APO and EVR.
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Drawdown Indicators
| APO | EVR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.99% | -81.49% | +24.50% |
Max Drawdown (1Y)Largest decline over 1 year | -34.97% | -30.08% | -4.89% |
Max Drawdown (3Y)Largest decline over 3 years | -42.82% | -47.86% | +5.04% |
Max Drawdown (5Y)Largest decline over 5 years | -42.82% | -49.61% | +6.79% |
Max Drawdown (10Y)Largest decline over 10 years | -53.48% | -67.42% | +13.94% |
Current DrawdownCurrent decline from peak | -26.97% | -10.76% | -16.21% |
Average DrawdownAverage peak-to-trough decline | -16.37% | -20.85% | +4.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.62% | 11.79% | +4.83% |
Volatility
APO vs. EVR - Volatility Comparison
Apollo Global Management, Inc. (APO) and Evercore Inc. (EVR) have volatilities of 8.60% and 8.90%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APO | EVR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.60% | 8.90% | -0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 27.16% | 26.86% | +0.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 35.27% | 35.23% | +0.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.07% | 35.68% | +1.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.82% | 36.85% | +0.97% |
Dividends
APO vs. EVR - Dividend Comparison
APO's dividend yield for the trailing twelve months is around 1.64%, more than EVR's 1.00% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APO Apollo Global Management, Inc. | 1.64% | 1.38% | 1.10% | 1.81% | 2.51% | 2.90% | 4.72% | 4.23% | 7.86% | 5.53% | 6.46% | 12.91% |
EVR Evercore Inc. | 1.00% | 0.98% | 1.14% | 1.75% | 2.60% | 1.95% | 2.14% | 3.00% | 2.66% | 1.58% | 1.85% | 2.13% |
Financials
APO vs. EVR - Financials Comparison
This section allows you to compare key financial metrics between Apollo Global Management, Inc. and Evercore Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
APO vs. EVR - Profitability Comparison
APO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Apollo Global Management, Inc. reported a gross profit of 4.93B and revenue of 4.93B. Therefore, the gross margin over that period was 100.0%.
EVR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Evercore Inc. reported a gross profit of 1.37B and revenue of 1.40B. Therefore, the gross margin over that period was 98.0%.
APO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Apollo Global Management, Inc. reported an operating income of 330.00M and revenue of 4.93B, resulting in an operating margin of 6.7%.
EVR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Evercore Inc. reported an operating income of 341.42M and revenue of 1.40B, resulting in an operating margin of 24.4%.
APO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Apollo Global Management, Inc. reported a net income of -1.91B and revenue of 4.93B, resulting in a net margin of -38.7%.
EVR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Evercore Inc. reported a net income of 301.24M and revenue of 1.40B, resulting in a net margin of 21.5%.
Frequently Asked Questions
APO and EVR have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EVR has higher volatility (8.90%) compared to APO (8.60%). In terms of maximum drawdown, APO dropped -56.99% vs EVR's -81.49%.
EVR currently has the higher Sharpe Ratio (1.14 vs -0.08), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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