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EFOR vs. IT
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

EFOR vs. IT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Everforth, Inc. (EFOR) and Gartner, Inc. (IT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with EFOR having a -40.96% return and IT slightly higher at -40.14%. Over the past 10 years, EFOR has underperformed IT with an annualized return of -2.25%, while IT has yielded a comparatively higher 4.31% annualized return.


EFOR

1D
3.16%
1M
61.04%
6M
-45.40%
YTD
-40.96%
1Y
-41.48%
3Y*
-28.42%
5Y*
-22.41%
10Y*
-2.25%
ALL TIME*
8.31%

IT

1D
-1.24%
1M
10.78%
6M
-27.95%
YTD
-40.14%
1Y
-54.03%
3Y*
-23.99%
5Y*
-10.62%
10Y*
4.31%
ALL TIME*
12.68%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$27.62M$22.21M$22.74M
$195.68M$183.42M$237.52M

EFOR vs. IT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EFOR
Everforth, Inc.
-40.96%-42.20%-13.34%18.03%-33.97%47.73%17.70%30.22%-15.20%45.54%
IT
Gartner, Inc.
-40.14%-47.93%7.40%34.20%0.54%108.70%3.95%20.54%3.81%21.85%

Correlation

The correlation between EFOR and IT is 0.41, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.41

Correlation (3Y)
Balances recent behavior with more history.

0.43

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.48

Correlation (10Y)
Provides a long-term view across more market conditions.

0.49

Correlation (All Time)
Calculated using the full available price history since Oct 5, 1993

0.31

The correlation between EFOR and IT shifts across timeframes, from 0.31 (all time) to 0.49 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

EFOR:

$1.17B

IT:

$10.11B

EPS

EFOR:

$1.96

IT:

$10.24

PE Ratio

EFOR:

14.49

IT:

14.75

PS Ratio

EFOR:

0.30

IT:

1.69

PB Ratio

EFOR:

0.65

IT:

166.70

Total Revenue (TTM)

EFOR:

$3.97B

IT:

$6.47B

Gross Profit (TTM)

EFOR:

$1.11B

IT:

$4.42B

EBITDA (TTM)

EFOR:

$280.70M

IT:

$1.26B

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Return for Risk

EFOR vs. IT — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

EFOR
EFOR Risk / Return Rank: 2121
Overall Rank
EFOR Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
EFOR Sortino Ratio Rank: 2525
Sortino Ratio Rank
EFOR Omega Ratio Rank: 2323
Omega Ratio Rank
EFOR Calmar Ratio Rank: 2020
Calmar Ratio Rank
EFOR Martin Ratio Rank: 1515
Martin Ratio Rank

IT
IT Risk / Return Rank: 88
Overall Rank
IT Sharpe Ratio Rank: 55
Sharpe Ratio Rank
IT Sortino Ratio Rank: 88
Sortino Ratio Rank
IT Omega Ratio Rank: 66
Omega Ratio Rank
IT Calmar Ratio Rank: 88
Calmar Ratio Rank
IT Martin Ratio Rank: 1313
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

EFOR vs. IT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Everforth, Inc. (EFOR) and Gartner, Inc. (IT). 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.


EFORITDifference
Sharpe ratioReturn per unit of total volatility

+0.42

Sortino ratioReturn per unit of downside risk

+1.04

Omega ratioGain probability vs. loss probability

0.95

0.80

+0.14

Calmar ratioReturn relative to maximum drawdown

-0.63

-0.89

+0.25

Martin ratioReturn relative to average drawdown

-1.19

-1.27

+0.08

EFOR vs. IT - Sharpe Ratio Comparison

The current EFOR Sharpe Ratio is -0.56, which is higher than the IT Sharpe Ratio of -0.98. The chart below compares the historical Sharpe Ratios of EFOR and IT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

EFOR vs. IT - Drawdown Comparison

The maximum EFOR drawdown since its inception was -95.98%, which is greater than IT's maximum drawdown of -85.07%. Use the drawdown chart below to compare losses from any high point for EFOR and IT.


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Drawdown Indicators


EFORITDifference

Max Drawdown

Largest peak-to-trough decline

-95.98%

-85.07%

-10.91%

Max Drawdown (1Y)

Largest decline over 1 year

-68.55%

-62.66%

-5.89%

Max Drawdown (3Y)

Largest decline over 3 years

-83.72%

-77.21%

-6.51%

Max Drawdown (5Y)

Largest decline over 5 years

-87.00%

-77.21%

-9.79%

Max Drawdown (10Y)

Largest decline over 10 years

-87.00%

-77.21%

-9.79%

Current Drawdown

Current decline from peak

-78.33%

-72.63%

-5.70%

Average Drawdown

Average peak-to-trough decline

-38.92%

-30.75%

-8.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

36.38%

43.89%

-7.51%

Volatility

EFOR vs. IT - Volatility Comparison

Everforth, Inc. (EFOR) has a higher volatility of 25.60% compared to Gartner, Inc. (IT) at 19.54%. This indicates that EFOR's price experiences larger fluctuations and is considered to be riskier than IT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EFORITDifference

Volatility (1M)

Calculated over the trailing 1-month period

25.60%

19.54%

+6.06%

Volatility (6M)

Calculated over the trailing 6-month period

89.01%

43.20%

+45.81%

Volatility (1Y)

Calculated over the trailing 1-year period

77.62%

56.80%

+20.82%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

46.25%

36.23%

+10.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

42.42%

33.72%

+8.70%

Dividends

EFOR vs. IT - Dividend Comparison

Neither EFOR nor IT has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

EFOR vs. IT - Financials Comparison

This section allows you to compare key financial metrics between Everforth, Inc. and Gartner, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items

EFOR vs. IT - Profitability Comparison

The chart below illustrates the profitability comparison between Everforth, Inc. and Gartner, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

EFOR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Everforth, Inc. reported a gross profit of 301.70M and revenue of 1.01B. Therefore, the gross margin over that period was 30.0%.

IT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Gartner, Inc. reported a gross profit of 1.08B and revenue of 1.51B. Therefore, the gross margin over that period was 71.6%.

EFOR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Everforth, Inc. reported an operating income of 28.30M and revenue of 1.01B, resulting in an operating margin of 2.8%.

IT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Gartner, Inc. reported an operating income of 316.09M and revenue of 1.51B, resulting in an operating margin of 20.9%.

EFOR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Everforth, Inc. reported a net income of 14.20M and revenue of 1.01B, resulting in a net margin of 1.4%.

IT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Gartner, Inc. reported a net income of 222.34M and revenue of 1.51B, resulting in a net margin of 14.7%.


Frequently Asked Questions


EFOR and IT have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

EFOR has higher volatility (25.60%) compared to IT (19.54%). In terms of maximum drawdown, EFOR dropped -95.98% vs IT's -85.07%.

EFOR currently has the higher Sharpe Ratio (-0.56 vs -0.98), 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.

Portfolio Optimizer

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