EVR vs. AXON
EVR (Evercore Inc.) and AXON (Axon Enterprise, Inc.) are both stocks. EVR operates in Capital Markets (Financial Services), while AXON operates in Aerospace & Defense (Industrials). Over the past 10 years, EVR returned 24.68%/yr vs 34.58%/yr for AXON. At a 0.36 correlation, their price movements are largely independent.
Performance
EVR vs. AXON - Performance Comparison
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Returns By Period
In the year-to-date period, EVR achieves a 5.58% return, which is significantly higher than AXON's -22.22% return. Over the past 10 years, EVR has underperformed AXON with an annualized return of 24.68%, while AXON has yielded a comparatively higher 34.58% annualized return.
EVR
- 1D
- 0.64%
- 1M
- 7.42%
- YTD
- 5.58%
- 6M
- 6.58%
- 1Y
- 50.39%
- 3Y*
- 44.27%
- 5Y*
- 22.48%
- 10Y*
- 24.68%
AXON
- 1D
- -1.00%
- 1M
- 12.72%
- YTD
- -22.22%
- 6M
- -21.72%
- 1Y
- -43.41%
- 3Y*
- 30.96%
- 5Y*
- 22.92%
- 10Y*
- 34.58%
EVR vs. AXON - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EVR Evercore Inc. | 5.58% | 24.25% | 64.35% | 60.59% | -17.60% | 26.29% | 51.68% | 7.39% | -18.93% | 33.42% |
AXON Axon Enterprise, Inc. | -22.22% | -4.44% | 130.06% | 55.69% | 5.69% | 28.13% | 67.21% | 67.50% | 65.09% | 9.32% |
Correlation
The correlation between EVR and AXON is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.36 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.42 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since Aug 14, 2006 | 0.36 |
The correlation between EVR and AXON shifts across timeframes, from 0.23 (1 year) to 0.42 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
EVR:
$14.96B
AXON:
$36.43B
EVR:
$17.52
AXON:
$2.41
EVR:
20.40
AXON:
183.64
EVR:
3.55
AXON:
0.05
EVR:
3.33
AXON:
12.70
EVR:
8.39
AXON:
10.31
EVR:
$4.58B
AXON:
$2.98B
EVR:
$4.53B
AXON:
$1.77B
EVR:
$1.04B
AXON:
$156.24M
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Return for Risk
EVR vs. AXON — Risk / Return Rank
EVR
AXON
EVR vs. AXON - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Evercore Inc. (EVR) and Axon Enterprise, Inc. (AXON). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EVR | AXON | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.06 | ||
| Sortino ratioReturn per unit of downside risk | +2.79 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 0.87 | +0.36 |
| Calmar ratioReturn relative to maximum drawdown | 1.54 | -0.72 | +2.26 |
| Martin ratioReturn relative to average drawdown | 3.91 | -1.22 | +5.13 |
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Drawdowns
EVR vs. AXON - Drawdown Comparison
The maximum EVR drawdown since its inception was -81.49%, smaller than the maximum AXON drawdown of -91.78%. Use the drawdown chart below to compare losses from any high point for EVR and AXON.
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Drawdown Indicators
| EVR | AXON | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.49% | -91.78% | +10.29% |
Max Drawdown (1Y)Largest decline over 1 year | -30.08% | -60.28% | +30.20% |
Max Drawdown (3Y)Largest decline over 3 years | -47.86% | -60.28% | +12.42% |
Max Drawdown (5Y)Largest decline over 5 years | -49.61% | -60.28% | +10.67% |
Max Drawdown (10Y)Largest decline over 10 years | -67.42% | -60.28% | -7.14% |
Current DrawdownCurrent decline from peak | -6.24% | -49.28% | +43.04% |
Average DrawdownAverage peak-to-trough decline | -20.84% | -43.60% | +22.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.83% | 35.34% | -23.51% |
Volatility
EVR vs. AXON - Volatility Comparison
The current volatility for Evercore Inc. (EVR) is 11.25%, while Axon Enterprise, Inc. (AXON) has a volatility of 17.73%. This indicates that EVR experiences smaller price fluctuations and is considered to be less risky than AXON based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EVR | AXON | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.25% | 17.73% | -6.48% |
Volatility (6M)Calculated over the trailing 6-month period | 27.79% | 44.20% | -16.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 35.98% | 55.66% | -19.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.84% | 47.94% | -12.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.91% | 49.18% | -12.27% |
Dividends
EVR vs. AXON - Dividend Comparison
EVR's dividend yield for the trailing twelve months is around 0.95%, while AXON has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AXON Axon Enterprise, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EVR Evercore Inc. | 0.95% | 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. AXON - Financials Comparison
This section allows you to compare key financial metrics between Evercore Inc. and Axon Enterprise, 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. AXON - 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%.
AXON - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Axon Enterprise, Inc. reported a gross profit of 477.29M and revenue of 807.35M. Therefore, the gross margin over that period was 59.1%.
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%.
AXON - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Axon Enterprise, Inc. reported an operating income of 29.24M and revenue of 807.35M, resulting in an operating margin of 3.6%.
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%.
AXON - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Axon Enterprise, Inc. reported a net income of 169.31M and revenue of 807.35M, resulting in a net margin of 21.0%.
Frequently Asked Questions
EVR and AXON have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AXON has higher volatility (17.73%) compared to EVR (11.25%). In terms of maximum drawdown, EVR dropped -81.49% vs AXON's -91.78%.
EVR currently has the higher Sharpe Ratio (1.29 vs -0.78), 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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