C vs. EVR
C (Citigroup Inc.) and EVR (Evercore Inc.) are both stocks. Both are in the Financial Services sector — C in Banks - Diversified, EVR in Capital Markets. Over the past 10 years, C returned 16.22%/yr vs 24.68%/yr for EVR. A 0.54 correlation means they provide meaningful diversification when combined.
Performance
C vs. EVR - Performance Comparison
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Returns By Period
In the year-to-date period, C achieves a 21.02% return, which is significantly higher than EVR's 5.58% return. Over the past 10 years, C has underperformed EVR with an annualized return of 16.22%, while EVR has yielded a comparatively higher 24.68% annualized return.
C
- 1D
- 1.27%
- 1M
- 13.30%
- YTD
- 21.02%
- 6M
- 26.32%
- 1Y
- 87.27%
- 3Y*
- 46.87%
- 5Y*
- 16.80%
- 10Y*
- 16.22%
EVR
- 1D
- 0.64%
- 1M
- 7.42%
- YTD
- 5.58%
- 6M
- 6.58%
- 1Y
- 50.39%
- 3Y*
- 44.27%
- 5Y*
- 22.48%
- 10Y*
- 24.68%
C vs. EVR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
C Citigroup Inc. | 21.02% | 70.38% | 41.93% | 18.98% | -22.09% | 0.93% | -19.70% | 57.82% | -28.49% | 27.03% |
EVR Evercore Inc. | 5.58% | 24.25% | 64.35% | 60.59% | -17.60% | 26.29% | 51.68% | 7.39% | -18.93% | 33.42% |
Correlation
The correlation between C and EVR is 0.63, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.63 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.61 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.65 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.64 |
Correlation (All Time) Calculated using the full available price history since Aug 14, 2006 | 0.54 |
The correlation between C and EVR shifts across timeframes, from 0.54 (all time) to 0.65 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
C:
$248.34B
EVR:
$14.96B
C:
$8.65
EVR:
$17.52
C:
16.17
EVR:
20.40
C:
1.51
EVR:
3.33
C:
1.30
EVR:
8.39
C:
$171.19B
EVR:
$4.58B
C:
$77.85B
EVR:
$4.53B
C:
$24.12B
EVR:
$1.04B
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Return for Risk
C vs. EVR — Risk / Return Rank
C
EVR
C vs. EVR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Citigroup Inc. (C) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| C | EVR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.65 | ||
| Sortino ratioReturn per unit of downside risk | +1.82 | ||
| Omega ratioGain probability vs. loss probability | 1.45 | 1.23 | +0.22 |
| Calmar ratioReturn relative to maximum drawdown | 5.64 | 1.54 | +4.10 |
| Martin ratioReturn relative to average drawdown | 16.25 | 3.91 | +12.34 |
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Drawdowns
C vs. EVR - Drawdown Comparison
The maximum C drawdown since its inception was -98.00%, which is greater than EVR's maximum drawdown of -81.49%. Use the drawdown chart below to compare losses from any high point for C and EVR.
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Drawdown Indicators
| C | EVR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.00% | -81.49% | -16.51% |
Max Drawdown (1Y)Largest decline over 1 year | -14.76% | -30.08% | +15.32% |
Max Drawdown (3Y)Largest decline over 3 years | -31.31% | -47.86% | +16.55% |
Max Drawdown (5Y)Largest decline over 5 years | -44.31% | -49.61% | +5.30% |
Max Drawdown (10Y)Largest decline over 10 years | -56.51% | -67.42% | +10.91% |
Current DrawdownCurrent decline from peak | -62.68% | -6.24% | -56.44% |
Average DrawdownAverage peak-to-trough decline | -43.51% | -20.84% | -22.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.12% | 11.83% | -6.71% |
Volatility
C vs. EVR - Volatility Comparison
The current volatility for Citigroup Inc. (C) is 8.30%, while Evercore Inc. (EVR) has a volatility of 11.25%. This indicates that C experiences smaller price fluctuations and is considered to be less risky than EVR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| C | EVR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.30% | 11.25% | -2.95% |
Volatility (6M)Calculated over the trailing 6-month period | 23.09% | 27.79% | -4.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.37% | 35.98% | -7.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.20% | 35.84% | -6.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.23% | 36.91% | -3.68% |
Dividends
C vs. EVR - Dividend Comparison
C's dividend yield for the trailing twelve months is around 1.72%, more than EVR's 0.95% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
C Citigroup Inc. | 1.72% | 1.99% | 3.10% | 4.04% | 4.51% | 3.38% | 3.31% | 2.40% | 2.96% | 1.29% | 0.71% | 0.31% |
EVR Evercore Inc. | 0.95% | 0.98% | 1.14% | 1.75% | 2.60% | 1.95% | 2.14% | 3.00% | 2.66% | 1.58% | 1.85% | 2.13% |
Financials
C vs. EVR - Financials Comparison
This section allows you to compare key financial metrics between Citigroup 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
C vs. EVR - Profitability Comparison
C - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Citigroup Inc. reported a gross profit of 21.76B and revenue of 44.14B. Therefore, the gross margin over that period was 49.3%.
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%.
C - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Citigroup Inc. reported an operating income of 7.52B and revenue of 44.14B, resulting in an operating margin of 17.0%.
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%.
C - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Citigroup Inc. reported a net income of 5.79B and revenue of 44.14B, resulting in a net margin of 13.1%.
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
C and EVR have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EVR has higher volatility (11.25%) compared to C (8.30%). In terms of maximum drawdown, C dropped -98.00% vs EVR's -81.49%.
C currently has the higher Sharpe Ratio (2.93 vs 1.29), 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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