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

Correlation

The correlation between EVR and ETR is 0.18, 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.


-0.50.00.51.00.2

Performance

EVR vs. ETR - Performance Comparison

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

0.00%10.00%20.00%30.00%40.00%50.00%60.00%JulyAugustSeptemberOctoberNovemberDecember
40.65%
43.70%
EVR
ETR

Key characteristics

Sharpe Ratio

EVR:

2.04

ETR:

2.49

Sortino Ratio

EVR:

2.92

ETR:

3.97

Omega Ratio

EVR:

1.37

ETR:

1.58

Calmar Ratio

EVR:

4.63

ETR:

4.02

Martin Ratio

EVR:

15.97

ETR:

17.61

Ulcer Index

EVR:

4.10%

ETR:

3.33%

Daily Std Dev

EVR:

32.11%

ETR:

23.65%

Max Drawdown

EVR:

-81.49%

ETR:

-51.17%

Current Drawdown

EVR:

-12.69%

ETR:

-3.54%

Fundamentals

Market Cap

EVR:

$11.05B

ETR:

$32.09B

EPS

EVR:

$7.79

ETR:

$4.12

PE Ratio

EVR:

37.25

ETR:

18.17

PEG Ratio

EVR:

1.13

ETR:

8.91

Total Revenue (TTM)

EVR:

$2.81B

ETR:

$11.86B

Gross Profit (TTM)

EVR:

$2.25B

ETR:

$4.33B

EBITDA (TTM)

EVR:

$480.71M

ETR:

$4.56B

Returns By Period

In the year-to-date period, EVR achieves a 63.15% return, which is significantly higher than ETR's 56.42% return. Over the past 10 years, EVR has outperformed ETR with an annualized return of 20.66%, while ETR has yielded a comparatively lower 11.60% annualized return.


EVR

YTD

63.15%

1M

-11.39%

6M

40.65%

1Y

65.04%

5Y*

32.48%

10Y*

20.66%

ETR

YTD

56.42%

1M

-0.13%

6M

43.71%

1Y

57.94%

5Y*

10.12%

10Y*

11.60%

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. ETR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Evercore Inc. (EVR) and Entergy Corporation (ETR). 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 2.04, compared to the broader market-4.00-2.000.002.002.042.49
The chart of Sortino ratio for EVR, currently valued at 2.92, compared to the broader market-4.00-2.000.002.004.002.923.97
The chart of Omega ratio for EVR, currently valued at 1.37, compared to the broader market0.501.001.502.001.371.58
The chart of Calmar ratio for EVR, currently valued at 4.63, compared to the broader market0.002.004.006.004.634.02
The chart of Martin ratio for EVR, currently valued at 15.97, compared to the broader market-5.000.005.0010.0015.0020.0025.0015.9717.61
EVR
ETR

The current EVR Sharpe Ratio is 2.04, which is comparable to the ETR Sharpe Ratio of 2.49. The chart below compares the historical Sharpe Ratios of EVR and ETR, 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 Ratio1.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
2.04
2.49
EVR
ETR

Dividends

EVR vs. ETR - Dividend Comparison

EVR's dividend yield for the trailing twelve months is around 1.15%, less than ETR's 3.84% yield.


TTM20232022202120202019201820172016201520142013
EVR
Evercore Inc.
1.15%1.75%2.60%1.95%2.14%3.00%2.66%1.58%1.85%2.13%1.97%1.52%
ETR
Entergy Corporation
3.84%5.35%5.49%4.27%4.68%4.59%7.28%5.39%8.13%7.31%6.64%6.56%

Drawdowns

EVR vs. ETR - Drawdown Comparison

The maximum EVR drawdown since its inception was -81.49%, which is greater than ETR's maximum drawdown of -51.17%. Use the drawdown chart below to compare losses from any high point for EVR and ETR. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-12.69%
-3.54%
EVR
ETR

Volatility

EVR vs. ETR - Volatility Comparison

Evercore Inc. (EVR) has a higher volatility of 8.08% compared to Entergy Corporation (ETR) at 5.35%. This indicates that EVR's price experiences larger fluctuations and is considered to be riskier than ETR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
8.08%
5.35%
EVR
ETR

Financials

EVR vs. ETR - Financials Comparison

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