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.
Performance
ETR vs. EVR - Performance Comparison
Returns By Period
In the year-to-date period, ETR achieves a 55.86% return, which is significantly lower than EVR's 83.04% return. Over the past 10 years, ETR has underperformed EVR with an annualized return of 10.88%, while EVR has yielded a comparatively higher 22.63% annualized return.
ETR
55.86%
13.19%
41.01%
55.86%
9.68%
10.88%
EVR
83.04%
12.31%
55.82%
114.94%
34.90%
22.63%
Fundamentals
ETR | EVR | |
---|---|---|
Market Cap | $32.31B | $11.47B |
EPS | $8.23 | $7.79 |
PE Ratio | 18.31 | 38.68 |
PEG Ratio | 8.91 | 1.13 |
Total Revenue (TTM) | $11.86B | $2.81B |
Gross Profit (TTM) | $4.33B | $2.25B |
EBITDA (TTM) | $4.56B | $480.71M |
Key characteristics
ETR | EVR | |
---|---|---|
Sharpe Ratio | 2.39 | 3.78 |
Sortino Ratio | 3.86 | 4.74 |
Omega Ratio | 1.56 | 1.62 |
Calmar Ratio | 3.31 | 10.49 |
Martin Ratio | 16.48 | 33.67 |
Ulcer Index | 3.45% | 3.52% |
Daily Std Dev | 23.74% | 31.36% |
Max Drawdown | -51.16% | -81.49% |
Current Drawdown | -1.29% | -2.05% |
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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.
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.
Dividends
ETR vs. EVR - Dividend Comparison
ETR's dividend yield for the trailing twelve months is around 3.03%, more than EVR's 0.76% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Entergy Corporation | 3.03% | 4.29% | 3.64% | 3.43% | 3.75% | 3.06% | 4.16% | 4.30% | 4.65% | 4.89% | 3.80% | 5.25% |
Evercore Inc. | 0.76% | 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 -51.16%, 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.
Volatility
ETR vs. EVR - Volatility Comparison
Entergy Corporation (ETR) and Evercore Inc. (EVR) have volatilities of 16.56% and 16.79%, 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.
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