EVR vs. ETR
Compare and contrast key facts about Evercore Inc. (EVR) and Entergy Corporation (ETR).
Performance
EVR vs. ETR - Performance Comparison
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EVR vs. ETR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EVR Evercore Inc. | -12.04% | 24.25% | 64.35% | 60.59% | -17.60% | 26.29% | 51.68% | 7.39% | -18.93% | 33.42% |
ETR Entergy Corporation | 22.36% | 25.34% | 55.96% | -6.09% | 3.55% | 17.12% | -13.73% | 44.31% | 10.60% | 15.91% |
Fundamentals
EVR:
$12.79B
ETR:
$51.53B
EVR:
$13.80
ETR:
$3.94
EVR:
21.64
ETR:
28.54
EVR:
5.55
ETR:
1.05
EVR:
3.30
ETR:
3.91
EVR:
$3.88B
ETR:
$12.95B
EVR:
$3.05B
ETR:
$5.02B
EVR:
$789.94M
ETR:
$5.76B
Returns By Period
In the year-to-date period, EVR achieves a -12.04% return, which is significantly lower than ETR's 22.36% return. Over the past 10 years, EVR has outperformed ETR with an annualized return of 21.62%, while ETR has yielded a comparatively lower 15.25% annualized return.
EVR
- 1D
- 4.66%
- 1M
- -3.34%
- YTD
- -12.04%
- 6M
- -11.04%
- 1Y
- 51.18%
- 3Y*
- 39.44%
- 5Y*
- 19.25%
- 10Y*
- 21.62%
ETR
- 1D
- 1.17%
- 1M
- 4.90%
- YTD
- 22.36%
- 6M
- 22.17%
- 1Y
- 35.03%
- 3Y*
- 32.42%
- 5Y*
- 22.00%
- 10Y*
- 15.25%
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Return for Risk
EVR vs. ETR — Risk / Return Rank
EVR
ETR
EVR vs. ETR - Risk-Adjusted Trends 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.
| EVR | ETR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 1.70 | -0.54 |
Sortino ratioReturn per unit of downside risk | 1.63 | 2.29 | -0.65 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.31 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 4.19 | -2.48 |
Martin ratioReturn relative to average drawdown | 4.55 | 10.99 | -6.44 |
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 | ETR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 1.70 | -0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.99 | -0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.64 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.32 | +0.07 |
Correlation
The correlation between EVR and ETR is 0.19, 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.
Dividends
EVR vs. ETR - Dividend Comparison
EVR's dividend yield for the trailing twelve months is around 1.13%, less than ETR's 2.21% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVR Evercore Inc. | 1.13% | 0.98% | 1.14% | 1.75% | 2.60% | 1.95% | 2.14% | 3.00% | 2.66% | 1.58% | 1.85% | 2.13% |
ETR Entergy Corporation | 2.21% | 2.64% | 3.03% | 4.29% | 3.64% | 3.43% | 3.75% | 3.06% | 4.16% | 4.30% | 4.65% | 4.89% |
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 -71.72%. Use the drawdown chart below to compare losses from any high point for EVR and ETR.
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Drawdown Indicators
| EVR | ETR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.49% | -71.72% | -9.77% |
Max Drawdown (1Y)Largest decline over 1 year | -30.08% | -8.77% | -21.31% |
Max Drawdown (5Y)Largest decline over 5 years | -49.61% | -25.12% | -24.49% |
Max Drawdown (10Y)Largest decline over 10 years | -67.42% | -41.99% | -25.43% |
Current DrawdownCurrent decline from peak | -21.88% | 0.00% | -21.88% |
Average DrawdownAverage peak-to-trough decline | -20.94% | -25.33% | +4.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.28% | 3.35% | +7.93% |
Volatility
EVR vs. ETR - Volatility Comparison
Evercore Inc. (EVR) has a higher volatility of 12.59% compared to Entergy Corporation (ETR) at 8.70%. 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.
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Volatility by Period
| EVR | ETR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.59% | 8.70% | +3.89% |
Volatility (6M)Calculated over the trailing 6-month period | 28.29% | 14.34% | +13.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 44.14% | 20.69% | +23.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.57% | 22.32% | +13.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.79% | 23.99% | +12.80% |
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.
Total Revenue: Total amount of money received from sales and other business activities
EVR vs. ETR - Profitability Comparison
EVR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Evercore Inc. reported a gross profit of 485.28M and revenue of 1.30B. Therefore, the gross margin over that period was 37.4%.
ETR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Entergy Corporation reported a gross profit of 666.53M and revenue of 2.96B. Therefore, the gross margin over that period was 22.5%.
EVR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Evercore Inc. reported an operating income of 430.22M and revenue of 1.30B, resulting in an operating margin of 33.2%.
ETR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Entergy Corporation reported an operating income of 480.78M and revenue of 2.96B, resulting in an operating margin of 16.3%.
EVR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Evercore Inc. reported a net income of 203.95M and revenue of 1.30B, resulting in a net margin of 15.7%.
ETR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Entergy Corporation reported a net income of 240.53M and revenue of 2.96B, resulting in a net margin of 8.1%.