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EVER vs. OLO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

EVER vs. OLO - Performance Comparison

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

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Returns By Period


EVER

1D
7.02%
1M
-19.31%
YTD
-28.81%
6M
-30.79%
1Y
-20.35%
3Y*
28.40%
5Y*
-9.73%
10Y*

OLO

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

EVER vs. OLO - Yearly Performance Comparison


2026 (YTD)20252024202320222021
EVER
EverQuote, Inc.
-28.81%35.07%63.32%-16.96%-5.87%-60.67%
OLO
Olo Inc.
0.00%33.59%34.27%-8.48%-69.97%-40.12%

Correlation

The correlation between EVER and OLO is -0.02, 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

-0.02

Correlation (3Y)
Calculated over the trailing 3-year period

0.23

Correlation (5Y)
Calculated over the trailing 5-year period

0.30

Correlation (All Time)
Calculated using the full available price history since Mar 18, 2021

0.29

The correlation between EVER and OLO shifts across timeframes, from -0.02 (1 year) to 0.30 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

EVER:

$710.03M

OLO:

$1.87B

EPS

EVER:

$2.92

OLO:

-$0.00

PS Ratio

EVER:

1.01

OLO:

5.95

Total Revenue (TTM)

EVER:

$716.74M

OLO:

$314.33M

Gross Profit (TTM)

EVER:

$698.48M

OLO:

$167.55M

EBITDA (TTM)

EVER:

$78.59M

OLO:

$16.56M

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Return for Risk

EVER vs. OLO — Risk / Return Rank

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

EVER
EVER Risk / Return Rank: 3030
Overall Rank
EVER Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
EVER Sortino Ratio Rank: 3333
Sortino Ratio Rank
EVER Omega Ratio Rank: 3333
Omega Ratio Rank
EVER Calmar Ratio Rank: 2828
Calmar Ratio Rank
EVER Martin Ratio Rank: 2626
Martin Ratio Rank

OLO
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. OLO - Risk-Adjusted Trends Comparison

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


EVEROLODifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.01

Calmar ratioReturn relative to maximum drawdown

-0.42

Martin ratioReturn relative to average drawdown

-0.81

EVER vs. OLO - Sharpe Ratio Comparison


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Sharpe Ratios by Period


EVEROLODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.26

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.13

Sharpe Ratio (All Time)

Calculated using the full available price history

0.01

Drawdowns

EVER vs. OLO - Drawdown Comparison


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Drawdown Indicators


EVEROLODifference

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

-69.39%

Average Drawdown

Average peak-to-trough decline

-57.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

25.11%

Volatility

EVER vs. OLO - Volatility Comparison


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Volatility by Period


EVEROLODifference

Volatility (1M)

Calculated over the trailing 1-month period

21.36%

Volatility (6M)

Calculated over the trailing 6-month period

64.06%

Volatility (1Y)

Calculated over the trailing 1-year period

80.01%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

72.78%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

75.93%

Dividends

EVER vs. OLO - Dividend Comparison

Neither EVER nor OLO has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

EVER vs. OLO - Financials Comparison

This section allows you to compare key financial metrics between EverQuote, Inc. and Olo 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


50.00M100.00M150.00M200.00M20222023202420252026
190.85M
85.72M
(EVER) Total Revenue
(OLO) Total Revenue
Values in USD except per share items

EVER vs. OLO - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

50.0%60.0%70.0%80.0%90.0%100.0%20222023202420252026
97.8%
51.3%
Portfolio components
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%.

OLO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Olo Inc. reported a gross profit of 43.93M and revenue of 85.72M. Therefore, the gross margin over that period was 51.3%.

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%.

OLO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Olo Inc. reported an operating income of -2.70M and revenue of 85.72M, resulting in an operating margin of -3.2%.

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%.

OLO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Olo Inc. reported a net income of 1.58M and revenue of 85.72M, resulting in a net margin of 1.8%.


Frequently Asked Questions


EVER and OLO have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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