ETR vs. EVR
Compare and contrast key facts about Entergy Corporation (ETR) and Evercore Inc. (EVR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ETR or EVR.
Correlation
The correlation between ETR and EVR is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
ETR vs. EVR - Performance Comparison
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Key characteristics
ETR:
1.90
EVR:
0.51
ETR:
2.90
EVR:
1.07
ETR:
1.44
EVR:
1.15
ETR:
5.37
EVR:
0.52
ETR:
13.49
EVR:
1.37
ETR:
4.02%
EVR:
18.18%
ETR:
27.33%
EVR:
45.47%
ETR:
-52.99%
EVR:
-81.49%
ETR:
-4.72%
EVR:
-23.09%
Fundamentals
ETR:
$37.11B
EVR:
$9.34B
ETR:
$3.09
EVR:
$10.46
ETR:
26.91
EVR:
23.10
ETR:
1.48
EVR:
1.13
ETR:
3.11
EVR:
3.02
ETR:
2.40
EVR:
6.09
ETR:
$11.93B
EVR:
$3.11B
ETR:
$5.36B
EVR:
$2.11B
ETR:
$5.49B
EVR:
$602.21M
Returns By Period
In the year-to-date period, ETR achieves a 11.26% return, which is significantly higher than EVR's -12.55% return. Over the past 10 years, ETR has underperformed EVR with an annualized return of 12.62%, while EVR has yielded a comparatively higher 19.97% annualized return.
ETR
11.26%
0.57%
13.14%
51.94%
15.15%
12.62%
EVR
-12.55%
33.26%
-18.82%
20.30%
38.24%
19.97%
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Risk-Adjusted Performance
ETR vs. EVR — Risk-Adjusted Performance Rank
ETR
EVR
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.
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Dividends
ETR vs. EVR - Dividend Comparison
ETR's dividend yield for the trailing twelve months is around 2.84%, more than EVR's 1.32% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ETR Entergy Corporation | 2.84% | 3.03% | 4.29% | 3.64% | 3.43% | 3.75% | 3.06% | 4.16% | 4.30% | 4.65% | 4.89% | 3.80% |
EVR Evercore Inc. | 1.32% | 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 -52.99%, 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.
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Volatility
ETR vs. EVR - Volatility Comparison
The current volatility for Entergy Corporation (ETR) is 6.96%, while Evercore Inc. (EVR) has a volatility of 12.17%. This indicates that ETR 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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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.
Total Revenue: Total amount of money received from sales and other business activities
ETR vs. EVR - Profitability Comparison
ETR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Entergy Corporation reported a gross profit of 1.45B and revenue of 2.85B. Therefore, the gross margin over that period was 51.0%.
EVR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Evercore Inc. reported a gross profit of 239.20M and revenue of 699.02M. Therefore, the gross margin over that period was 34.2%.
ETR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Entergy Corporation reported an operating income of 700.10M and revenue of 2.85B, resulting in an operating margin of 24.6%.
EVR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Evercore Inc. reported an operating income of 185.60M and revenue of 699.02M, resulting in an operating margin of 26.6%.
ETR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Entergy Corporation reported a net income of 360.76M and revenue of 2.85B, resulting in a net margin of 12.7%.
EVR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Evercore Inc. reported a net income of 146.18M and revenue of 699.02M, resulting in a net margin of 20.9%.