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ETR vs. EVR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between ETR and EVR is 0.18, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.2

Performance

ETR vs. EVR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Entergy Corporation (ETR) and Evercore Inc. (EVR). The values are adjusted to include any dividend payments, if applicable.

-10.00%0.00%10.00%20.00%30.00%40.00%50.00%AugustSeptemberOctoberNovemberDecember2025
42.79%
15.43%
ETR
EVR

Key characteristics

Sharpe Ratio

ETR:

3.04

EVR:

1.96

Sortino Ratio

ETR:

4.53

EVR:

2.82

Omega Ratio

ETR:

1.68

EVR:

1.36

Calmar Ratio

ETR:

5.59

EVR:

3.67

Martin Ratio

ETR:

24.26

EVR:

11.85

Ulcer Index

ETR:

3.04%

EVR:

5.33%

Daily Std Dev

ETR:

24.32%

EVR:

32.34%

Max Drawdown

ETR:

-51.16%

EVR:

-81.49%

Current Drawdown

ETR:

-5.78%

EVR:

-10.72%

Fundamentals

Market Cap

ETR:

$33.79B

EVR:

$10.71B

EPS

ETR:

$4.12

EVR:

$7.81

PE Ratio

ETR:

19.12

EVR:

36.03

PEG Ratio

ETR:

8.91

EVR:

1.13

Total Revenue (TTM)

ETR:

$9.14B

EVR:

$2.02B

Gross Profit (TTM)

ETR:

$3.32B

EVR:

$1.47B

EBITDA (TTM)

ETR:

$3.72B

EVR:

$352.86M

Returns By Period

In the year-to-date period, ETR achieves a 3.92% return, which is significantly higher than EVR's 1.51% return. Over the past 10 years, ETR has underperformed EVR with an annualized return of 13.41%, while EVR has yielded a comparatively higher 22.21% annualized return.


ETR

YTD

3.92%

1M

4.00%

6M

42.79%

1Y

70.08%

5Y*

10.45%

10Y*

13.41%

EVR

YTD

1.51%

1M

1.20%

6M

15.43%

1Y

64.11%

5Y*

31.50%

10Y*

22.21%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

ETR vs. EVR — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ETR
The Risk-Adjusted Performance Rank of ETR is 9898
Overall Rank
The Sharpe Ratio Rank of ETR is 9898
Sharpe Ratio Rank
The Sortino Ratio Rank of ETR is 9898
Sortino Ratio Rank
The Omega Ratio Rank of ETR is 9898
Omega Ratio Rank
The Calmar Ratio Rank of ETR is 9898
Calmar Ratio Rank
The Martin Ratio Rank of ETR is 9898
Martin Ratio Rank

EVR
The Risk-Adjusted Performance Rank of EVR is 9292
Overall Rank
The Sharpe Ratio Rank of EVR is 9292
Sharpe Ratio Rank
The Sortino Ratio Rank of EVR is 9090
Sortino Ratio Rank
The Omega Ratio Rank of EVR is 8888
Omega Ratio Rank
The Calmar Ratio Rank of EVR is 9696
Calmar Ratio Rank
The Martin Ratio Rank of EVR is 9393
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

ETR vs. EVR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Entergy Corporation (ETR) 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.


Sharpe ratio
The chart of Sharpe ratio for ETR, currently valued at 3.04, compared to the broader market-2.000.002.003.041.96
The chart of Sortino ratio for ETR, currently valued at 4.53, compared to the broader market-4.00-2.000.002.004.004.532.82
The chart of Omega ratio for ETR, currently valued at 1.68, compared to the broader market0.501.001.502.001.681.36
The chart of Calmar ratio for ETR, currently valued at 5.59, compared to the broader market0.002.004.006.005.593.67
The chart of Martin ratio for ETR, currently valued at 24.26, compared to the broader market-10.000.0010.0020.0024.2611.85
ETR
EVR

The current ETR Sharpe Ratio is 3.04, which is higher than the EVR Sharpe Ratio of 1.96. The chart below compares the historical Sharpe Ratios of ETR and EVR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.002.003.004.00AugustSeptemberOctoberNovemberDecember2025
3.04
1.96
ETR
EVR

Dividends

ETR vs. EVR - Dividend Comparison

ETR's dividend yield for the trailing twelve months is around 4.39%, more than EVR's 1.12% yield.


TTM20242023202220212020201920182017201620152014
ETR
Entergy Corporation
4.39%4.56%5.35%5.44%5.17%5.61%5.35%7.26%6.44%8.15%7.34%5.69%
EVR
Evercore Inc.
1.12%1.14%1.75%2.60%1.95%2.14%3.00%2.66%1.58%1.85%2.13%1.97%

Drawdowns

ETR vs. EVR - Drawdown Comparison

The maximum ETR drawdown since its inception was -51.16%, smaller than the maximum EVR drawdown of -81.49%. Use the drawdown chart below to compare losses from any high point for ETR and EVR. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-5.78%
-10.72%
ETR
EVR

Volatility

ETR vs. EVR - Volatility Comparison

Entergy Corporation (ETR) and Evercore Inc. (EVR) have volatilities of 7.33% and 7.53%, 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.


5.00%10.00%15.00%20.00%AugustSeptemberOctoberNovemberDecember2025
7.33%
7.53%
ETR
EVR

Financials

ETR vs. EVR - Financials Comparison

This section allows you to compare key financial metrics between Entergy Corporation 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.


Quarterly
Annual

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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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