EVR vs. AIT
EVR (Evercore Inc.) and AIT (Applied Industrial Technologies, Inc.) are both stocks. EVR operates in Capital Markets (Financial Services), while AIT operates in Industrial Distribution (Industrials). Over the past 10 years, EVR returned 23.72%/yr vs 22.87%/yr for AIT. At a 0.49 correlation, their price movements are largely independent.
Performance
EVR vs. AIT - Performance Comparison
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Returns By Period
In the year-to-date period, EVR achieves a 0.49% return, which is significantly lower than AIT's 22.87% return. Both investments have delivered pretty close results over the past 10 years, with EVR having a 23.72% annualized return and AIT not far behind at 22.87%.
EVR
- 1D
- 0.21%
- 1M
- -0.05%
- YTD
- 0.49%
- 6M
- 3.66%
- 1Y
- 40.00%
- 3Y*
- 43.37%
- 5Y*
- 21.57%
- 10Y*
- 23.72%
AIT
- 1D
- -0.28%
- 1M
- 1.96%
- YTD
- 22.87%
- 6M
- 22.65%
- 1Y
- 36.57%
- 3Y*
- 33.63%
- 5Y*
- 28.07%
- 10Y*
- 22.87%
EVR vs. AIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EVR Evercore Inc. | 0.49% | 24.25% | 64.35% | 60.59% | -17.60% | 26.29% | 51.68% | 7.39% | -18.93% | 33.42% |
AIT Applied Industrial Technologies, Inc. | 22.87% | 8.01% | 39.67% | 38.35% | 24.25% | 33.57% | 19.37% | 26.35% | -19.41% | 16.89% |
Correlation
The correlation between EVR and AIT is 0.51, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.51 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.55 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.56 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.55 |
Correlation (All Time) Calculated using the full available price history since Aug 15, 2006 | 0.49 |
The correlation between EVR and AIT has been stable across timeframes, ranging from 0.49 to 0.56 - a consistent structural relationship.
Fundamentals
EVR:
$14.24B
AIT:
$11.95B
EVR:
$17.52
AIT:
$10.56
EVR:
19.42
AIT:
29.78
EVR:
3.38
AIT:
0.93
EVR:
3.17
AIT:
2.48
EVR:
7.99
AIT:
4.00
EVR:
$4.58B
AIT:
$4.84B
EVR:
$4.53B
AIT:
$1.47B
EVR:
$1.04B
AIT:
$563.38M
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Return for Risk
EVR vs. AIT — Risk / Return Rank
EVR
AIT
EVR vs. AIT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Evercore Inc. (EVR) and Applied Industrial Technologies, Inc. (AIT). 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.
| EVR | AIT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.26 | ||
| Sortino ratioReturn per unit of downside risk | -0.35 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.25 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 1.34 | 2.86 | -1.52 |
| Martin ratioReturn relative to average drawdown | 3.40 | 6.86 | -3.45 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EVR | AIT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 1.40 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.93 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.69 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.43 | -0.03 |
Drawdowns
EVR vs. AIT - Drawdown Comparison
The maximum EVR drawdown since its inception was -81.49%, which is greater than AIT's maximum drawdown of -66.47%. Use the drawdown chart below to compare losses from any high point for EVR and AIT.
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Drawdown Indicators
| EVR | AIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.49% | -66.47% | -15.02% |
Max Drawdown (1Y)Largest decline over 1 year | -30.08% | -12.86% | -17.22% |
Max Drawdown (3Y)Largest decline over 3 years | -47.86% | -26.42% | -21.44% |
Max Drawdown (5Y)Largest decline over 5 years | -49.61% | -26.42% | -23.19% |
Max Drawdown (10Y)Largest decline over 10 years | -67.42% | -59.29% | -8.13% |
Current DrawdownCurrent decline from peak | -10.76% | -0.28% | -10.48% |
Average DrawdownAverage peak-to-trough decline | -20.85% | -18.04% | -2.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.79% | 5.35% | +6.44% |
Volatility
EVR vs. AIT - Volatility Comparison
Evercore Inc. (EVR) has a higher volatility of 8.90% compared to Applied Industrial Technologies, Inc. (AIT) at 5.61%. This indicates that EVR's price experiences larger fluctuations and is considered to be riskier than AIT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EVR | AIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.90% | 5.61% | +3.29% |
Volatility (6M)Calculated over the trailing 6-month period | 26.86% | 19.07% | +7.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 35.23% | 26.31% | +8.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.68% | 30.49% | +5.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.85% | 33.29% | +3.56% |
Dividends
EVR vs. AIT - Dividend Comparison
EVR's dividend yield for the trailing twelve months is around 1.00%, more than AIT's 0.62% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIT Applied Industrial Technologies, Inc. | 0.62% | 0.72% | 0.62% | 0.81% | 1.08% | 1.29% | 1.64% | 1.86% | 2.22% | 1.70% | 1.89% | 2.67% |
EVR Evercore Inc. | 1.00% | 0.98% | 1.14% | 1.75% | 2.60% | 1.95% | 2.14% | 3.00% | 2.66% | 1.58% | 1.85% | 2.13% |
Financials
EVR vs. AIT - Financials Comparison
This section allows you to compare key financial metrics between Evercore Inc. and Applied Industrial Technologies, 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
EVR vs. AIT - Profitability Comparison
EVR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Evercore Inc. reported a gross profit of 1.37B and revenue of 1.40B. Therefore, the gross margin over that period was 98.0%.
AIT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Applied Industrial Technologies, Inc. reported a gross profit of 397.52M and revenue of 1.25B. Therefore, the gross margin over that period was 31.8%.
EVR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Evercore Inc. reported an operating income of 341.42M and revenue of 1.40B, resulting in an operating margin of 24.4%.
AIT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Applied Industrial Technologies, Inc. reported an operating income of 137.93M and revenue of 1.25B, resulting in an operating margin of 11.0%.
EVR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Evercore Inc. reported a net income of 301.24M and revenue of 1.40B, resulting in a net margin of 21.5%.
AIT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Applied Industrial Technologies, Inc. reported a net income of 99.77M and revenue of 1.25B, resulting in a net margin of 8.0%.
Frequently Asked Questions
EVR and AIT have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EVR has higher volatility (8.90%) compared to AIT (5.61%). In terms of maximum drawdown, EVR dropped -81.49% vs AIT's -66.47%.
AIT currently has the higher Sharpe Ratio (1.40 vs 1.14), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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