EVER vs. AVDX

Last updated Jun 9, 2026

EVER (EverQuote, Inc.) and AVDX (AvidXchange Holdings, Inc.) are both stocks. EVER operates in Internet Content & Information (Communication Services), while AVDX operates in Software - Infrastructure (Technology). At a 0.27 correlation, their price movements are largely independent.

Performance

EVER vs. AVDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in EverQuote, Inc. (EVER) and AvidXchange Holdings, Inc. (AVDX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

EVER

• 1D: -0.10%
• 1M: -5.85%
• YTD: -28.52%
• 6M: -27.77%
• 1Y: -23.93%
• 3Y*: 34.46%
• 5Y*: -10.62%
• 10Y*: —

AVDX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

EVER vs. AVDX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
EVER EverQuote, Inc.	-28.52%	35.07%	63.32%	-16.96%	-5.87%	-10.36%
AVDX AvidXchange Holdings, Inc.	0.00%	-3.29%	-16.55%	24.65%	-34.00%	-39.62%

Correlation

The correlation between EVER and AVDX is 0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.10
Correlation (3Y) Calculated over the trailing 3-year period	0.22
Correlation (All Time) Calculated using the full available price history since Oct 14, 2021	0.27

The correlation between EVER and AVDX shifts across timeframes, from 0.10 (1 year) to 0.27 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap EVER : $712.98M AVDX : $2.07B
EPS EVER : $2.92 AVDX : -$0.04
PS Ratio EVER : 1.01 AVDX : 4.63
Total Revenue (TTM) EVER : $716.74M AVDX : $446.72M
Gross Profit (TTM) EVER : $698.48M AVDX : $323.96M
EBITDA (TTM) EVER : $78.59M AVDX : $36.84M

Return for Risk

EVER vs. AVDX — Risk / Return Rank

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

EVER

EVER Risk / Return Rank: 28
EVER Sharpe Ratio Rank: 29
EVER Sortino Ratio Rank: 31
EVER Omega Ratio Rank: 31
EVER Calmar Ratio Rank: 25
EVER Martin Ratio Rank: 23

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EVER vs. AVDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for EverQuote, Inc. (EVER) and AvidXchange Holdings, Inc. (AVDX). 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.

	EVER	AVDX	Difference
Sharpe ratio: Return per unit of total volatility	-0.30	—	—
Sortino ratio: Return per unit of downside risk	-0.02	—	—
Omega ratio: Gain probability vs. loss probability	1.00	—	—
Calmar ratio: Return relative to maximum drawdown	-0.49	—	—
Martin ratio: Return relative to average drawdown	-0.95	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	EVER	AVDX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.30	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.15	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.01	—	—

Drawdowns

Drawdown Indicators

	EVER	AVDX	Difference
Max Drawdown Largest peak-to-trough decline	-91.18%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-48.80%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-51.97%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-84.02%	—	—
Current Drawdown Current decline from peak	-69.26%	—	—
Average Drawdown Average peak-to-trough decline	-57.62%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	25.26%	—	—

Volatility

Volatility by Period

	EVER	AVDX	Difference
Volatility (1M) Calculated over the trailing 1-month period	15.86%	—	—
Volatility (6M) Calculated over the trailing 6-month period	64.04%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	80.09%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	72.73%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	75.89%	—	—

Dividends

EVER vs. AVDX - Dividend Comparison

Neither EVER nor AVDX has paid dividends to shareholders.

Tickers have no history of dividend payments

Financials

EVER vs. AVDX - Profitability Comparison

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

EVER - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, EverQuote, Inc. reported a gross profit of 186.59M and revenue of 190.85M. Therefore, the gross margin over that period was 97.8%.

AVDX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, AvidXchange Holdings, Inc. reported a gross profit of 79.62M and revenue of 110.57M. Therefore, the gross margin over that period was 72.0%.

EVER - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, EverQuote, Inc. reported an operating income of 23.42M and revenue of 190.85M, resulting in an operating margin of 12.3%.

AVDX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, AvidXchange Holdings, Inc. reported an operating income of -12.41M and revenue of 110.57M, resulting in an operating margin of -11.2%.

EVER - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, EverQuote, Inc. reported a net income of 18.67M and revenue of 190.85M, resulting in a net margin of 9.8%.

AVDX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, AvidXchange Holdings, Inc. reported a net income of -9.46M and revenue of 110.57M, resulting in a net margin of -8.6%.

Frequently Asked Questions

Can I hold both EVER and AVDX in my portfolio?

EVER and AVDX have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.