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EVR vs. ABBV
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between EVR and ABBV is 0.25, 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.


-0.50.00.51.00.3

Performance

EVR vs. ABBV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Evercore Inc. (EVR) and AbbVie Inc. (ABBV). The values are adjusted to include any dividend payments, if applicable.

700.00%800.00%900.00%1,000.00%1,100.00%1,200.00%AugustSeptemberOctoberNovemberDecember2025
1,095.68%
694.85%
EVR
ABBV

Key characteristics

Sharpe Ratio

EVR:

2.03

ABBV:

0.23

Sortino Ratio

EVR:

2.89

ABBV:

0.44

Omega Ratio

EVR:

1.37

ABBV:

1.07

Calmar Ratio

EVR:

3.79

ABBV:

0.28

Martin Ratio

EVR:

12.34

ABBV:

0.68

Ulcer Index

EVR:

5.29%

ABBV:

7.96%

Daily Std Dev

EVR:

32.25%

ABBV:

23.81%

Max Drawdown

EVR:

-81.49%

ABBV:

-45.09%

Current Drawdown

EVR:

-9.27%

ABBV:

-15.68%

Fundamentals

Market Cap

EVR:

$10.89B

ABBV:

$300.94B

EPS

EVR:

$7.80

ABBV:

$2.88

PE Ratio

EVR:

36.66

ABBV:

59.13

PEG Ratio

EVR:

1.13

ABBV:

0.40

Total Revenue (TTM)

EVR:

$2.02B

ABBV:

$41.23B

Gross Profit (TTM)

EVR:

$1.47B

ABBV:

$30.76B

EBITDA (TTM)

EVR:

$352.86M

ABBV:

$17.62B

Returns By Period

In the year-to-date period, EVR achieves a 3.16% return, which is significantly higher than ABBV's -3.26% return. Over the past 10 years, EVR has outperformed ABBV with an annualized return of 22.30%, while ABBV has yielded a comparatively lower 15.40% annualized return.


EVR

YTD

3.16%

1M

1.25%

6M

15.41%

1Y

66.78%

5Y*

34.65%

10Y*

22.30%

ABBV

YTD

-3.26%

1M

-4.07%

6M

-6.41%

1Y

7.37%

5Y*

20.20%

10Y*

15.40%

*Annualized

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

EVR vs. ABBV — Risk-Adjusted Performance Rank

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

EVR
The Risk-Adjusted Performance Rank of EVR is 9292
Overall Rank
The Sharpe Ratio Rank of EVR is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of EVR is 9090
Sortino Ratio Rank
The Omega Ratio Rank of EVR is 8989
Omega Ratio Rank
The Calmar Ratio Rank of EVR is 9696
Calmar Ratio Rank
The Martin Ratio Rank of EVR is 9494
Martin Ratio Rank

ABBV
The Risk-Adjusted Performance Rank of ABBV is 5252
Overall Rank
The Sharpe Ratio Rank of ABBV is 5555
Sharpe Ratio Rank
The Sortino Ratio Rank of ABBV is 4444
Sortino Ratio Rank
The Omega Ratio Rank of ABBV is 4646
Omega Ratio Rank
The Calmar Ratio Rank of ABBV is 5959
Calmar Ratio Rank
The Martin Ratio Rank of ABBV is 5454
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

EVR vs. ABBV - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Evercore Inc. (EVR) and AbbVie Inc. (ABBV). 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 EVR, currently valued at 2.03, compared to the broader market-2.000.002.004.002.030.23
The chart of Sortino ratio for EVR, currently valued at 2.89, compared to the broader market-4.00-2.000.002.004.006.002.890.44
The chart of Omega ratio for EVR, currently valued at 1.37, compared to the broader market0.501.001.502.001.371.07
The chart of Calmar ratio for EVR, currently valued at 3.79, compared to the broader market0.002.004.006.003.790.28
The chart of Martin ratio for EVR, currently valued at 12.34, compared to the broader market0.0010.0020.0030.0012.340.68
EVR
ABBV

The current EVR Sharpe Ratio is 2.03, which is higher than the ABBV Sharpe Ratio of 0.23. The chart below compares the historical Sharpe Ratios of EVR and ABBV, 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 Ratio0.001.002.003.004.00AugustSeptemberOctoberNovemberDecember2025
2.03
0.23
EVR
ABBV

Dividends

EVR vs. ABBV - Dividend Comparison

EVR's dividend yield for the trailing twelve months is around 1.11%, less than ABBV's 3.69% yield.


TTM20242023202220212020201920182017201620152014
EVR
Evercore Inc.
1.11%1.14%1.75%2.60%1.95%2.14%3.00%2.66%1.58%1.85%2.13%1.97%
ABBV
AbbVie Inc.
3.69%3.49%3.82%3.49%3.84%4.41%4.83%3.89%2.65%3.64%3.41%2.54%

Drawdowns

EVR vs. ABBV - Drawdown Comparison

The maximum EVR drawdown since its inception was -81.49%, which is greater than ABBV's maximum drawdown of -45.09%. Use the drawdown chart below to compare losses from any high point for EVR and ABBV. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-9.27%
-15.68%
EVR
ABBV

Volatility

EVR vs. ABBV - Volatility Comparison

Evercore Inc. (EVR) has a higher volatility of 7.33% compared to AbbVie Inc. (ABBV) at 5.00%. This indicates that EVR's price experiences larger fluctuations and is considered to be riskier than ABBV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%AugustSeptemberOctoberNovemberDecember2025
7.33%
5.00%
EVR
ABBV

Financials

EVR vs. ABBV - Financials Comparison

This section allows you to compare key financial metrics between Evercore Inc. and AbbVie 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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