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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.

0.00%10.00%20.00%30.00%40.00%50.00%60.00%JulyAugustSeptemberOctoberNovemberDecember
45.16%
42.33%
ETR
EVR

Key characteristics

Sharpe Ratio

ETR:

2.49

EVR:

2.04

Sortino Ratio

ETR:

3.97

EVR:

2.92

Omega Ratio

ETR:

1.58

EVR:

1.37

Calmar Ratio

ETR:

4.02

EVR:

4.63

Martin Ratio

ETR:

17.61

EVR:

15.97

Ulcer Index

ETR:

3.33%

EVR:

4.10%

Daily Std Dev

ETR:

23.65%

EVR:

32.11%

Max Drawdown

ETR:

-51.17%

EVR:

-81.49%

Current Drawdown

ETR:

-3.54%

EVR:

-12.69%

Fundamentals

Market Cap

ETR:

$32.09B

EVR:

$11.05B

EPS

ETR:

$4.12

EVR:

$7.79

PE Ratio

ETR:

18.17

EVR:

37.25

PEG Ratio

ETR:

8.91

EVR:

1.13

Total Revenue (TTM)

ETR:

$11.86B

EVR:

$2.81B

Gross Profit (TTM)

ETR:

$4.33B

EVR:

$2.25B

EBITDA (TTM)

ETR:

$4.56B

EVR:

$480.71M

Returns By Period

In the year-to-date period, ETR achieves a 56.42% return, which is significantly lower than EVR's 63.15% return. Over the past 10 years, ETR has underperformed EVR with an annualized return of 11.60%, while EVR has yielded a comparatively higher 20.66% annualized return.


ETR

YTD

56.42%

1M

-0.13%

6M

43.71%

1Y

57.94%

5Y*

10.12%

10Y*

11.60%

EVR

YTD

63.15%

1M

-11.39%

6M

40.65%

1Y

65.04%

5Y*

32.48%

10Y*

20.66%

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 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 2.49, compared to the broader market-4.00-2.000.002.002.492.04
The chart of Sortino ratio for ETR, currently valued at 3.97, compared to the broader market-4.00-2.000.002.004.003.972.92
The chart of Omega ratio for ETR, currently valued at 1.58, compared to the broader market0.501.001.502.001.581.37
The chart of Calmar ratio for ETR, currently valued at 4.02, compared to the broader market0.002.004.006.004.024.63
The chart of Martin ratio for ETR, currently valued at 17.61, compared to the broader market0.0010.0020.0017.6115.97
ETR
EVR

The current ETR Sharpe Ratio is 2.49, which is comparable to the EVR Sharpe Ratio of 2.04. 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 Ratio1.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
2.49
2.04
ETR
EVR

Dividends

ETR vs. EVR - Dividend Comparison

ETR's dividend yield for the trailing twelve months is around 3.84%, more than EVR's 1.15% yield.


TTM20232022202120202019201820172016201520142013
ETR
Entergy Corporation
3.84%5.35%5.49%4.27%4.68%4.59%7.28%5.39%8.13%7.31%6.64%6.56%
EVR
Evercore Inc.
1.15%1.75%2.60%1.95%2.14%3.00%2.66%1.58%1.85%2.13%1.97%1.52%

Drawdowns

ETR vs. EVR - Drawdown Comparison

The maximum ETR drawdown since its inception was -51.17%, 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%JulyAugustSeptemberOctoberNovemberDecember
-3.54%
-12.69%
ETR
EVR

Volatility

ETR vs. EVR - Volatility Comparison

The current volatility for Entergy Corporation (ETR) is 5.35%, while Evercore Inc. (EVR) has a volatility of 8.08%. 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.


5.00%10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
5.35%
8.08%
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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