EVR vs. ETR
EVR (Evercore Inc.) and ETR (Entergy Corporation) are both stocks. EVR operates in Capital Markets (Financial Services), while ETR operates in Utilities - Diversified (Utilities). Over the past 10 years, EVR returned 23.19%/yr vs 14.69%/yr for ETR. Their 0.18 correlation means their historical movements had little consistent relationship.
Performance
EVR vs. ETR - Performance Comparison
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Returns By Period
In the year-to-date period, EVR achieves a -5.30% return, which is significantly lower than ETR's 18.50% return. Over the past 10 years, EVR has outperformed ETR with an annualized return of 23.19%, while ETR has yielded a comparatively lower 14.69% annualized return.
EVR
- 1D
- 2.46%
- 1M
- -6.44%
- 6M
- -8.79%
- YTD
- -5.30%
- 1Y
- 10.17%
- 3Y*
- 35.24%
- 5Y*
- 21.56%
- 10Y*
- 23.19%
- ALL TIME*
- 16.05%
ETR
- 1D
- -0.38%
- 1M
- -6.51%
- 6M
- 14.23%
- YTD
- 18.50%
- 1Y
- 23.78%
- 3Y*
- 33.34%
- 5Y*
- 20.23%
- 10Y*
- 14.69%
- ALL TIME*
- 7.64%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $334.62M | $310.99M | $399.15M | |
| $194.28M | $168.85M | $154.35M |
EVR vs. ETR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EVR Evercore Inc. | -5.30% | 24.25% | 64.35% | 60.59% | -17.60% | 26.29% | 51.68% | 7.39% | -18.93% | 33.42% |
ETR Entergy Corporation | 18.50% | 25.34% | 55.96% | -6.09% | 3.55% | 17.12% | -13.73% | 44.31% | 10.60% | 15.91% |
Correlation
The correlation between EVR and ETR is 0.13, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.13 |
Correlation (3Y) Balances recent behavior with more history. | 0.24 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.22 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.14 |
Correlation (All Time) Calculated using the full available price history since Aug 14, 2006 | 0.18 |
The correlation between EVR and ETR shifts across timeframes, from 0.13 (1 year) to 0.24 (3 years), reflecting how their relationship changes across market environments.
Fundamentals
EVR:
$12.40B
ETR:
$50.22B
EVR:
$17.50
ETR:
$3.97
EVR:
18.32
ETR:
27.14
EVR:
3.19
ETR:
1.00
EVR:
2.88
ETR:
3.66
EVR:
$4.73B
ETR:
$13.48B
EVR:
$4.69B
ETR:
$5.25B
EVR:
$1.04B
ETR:
$5.85B
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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.
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 | ETR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.92 | ||
| Sortino ratioReturn per unit of downside risk | -1.12 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.21 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 0.25 | 2.16 | -1.91 |
| Martin ratioReturn relative to average drawdown | 0.61 | 6.81 | -6.20 |
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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% | -10.56% | -19.52% |
Max Drawdown (3Y)Largest decline over 3 years | -47.86% | -10.56% | -37.30% |
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 | -15.90% | -7.78% | -8.12% |
Average DrawdownAverage peak-to-trough decline | -20.77% | -25.20% | +4.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.41% | 3.35% | +9.06% |
Volatility
EVR vs. ETR - Volatility Comparison
Evercore Inc. (EVR) has a higher volatility of 15.30% compared to Entergy Corporation (ETR) at 6.54%. 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 | 15.30% | 6.54% | +8.76% |
Volatility (6M)Calculated over the trailing 6-month period | 30.67% | 16.33% | +14.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 37.94% | 20.43% | +17.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.11% | 22.57% | +13.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.70% | 24.17% | +12.53% |
Dividends
EVR vs. ETR - Dividend Comparison
EVR's dividend yield for the trailing twelve months is around 1.06%, less than ETR's 2.95% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ETR Entergy Corporation | 2.95% | 2.64% | 3.03% | 4.29% | 3.64% | 3.43% | 3.75% | 3.06% | 4.16% | 4.30% | 4.65% | 4.89% |
EVR Evercore Inc. | 1.06% | 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. 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 Aug 2026, Evercore Inc. reported a gross profit of 990.20M and revenue of 990.20M. Therefore, the gross margin over that period was 100.0%.
ETR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Entergy Corporation reported a gross profit of 1.05B and revenue of 3.52B. Therefore, the gross margin over that period was 29.8%.
EVR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Evercore Inc. reported an operating income of 146.58M and revenue of 990.20M, resulting in an operating margin of 14.8%.
ETR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Entergy Corporation reported an operating income of 834.73M and revenue of 3.52B, resulting in an operating margin of 23.7%.
EVR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Evercore Inc. reported a net income of 95.28M and revenue of 990.20M, resulting in a net margin of 9.6%.
ETR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Entergy Corporation reported a net income of 487.82M and revenue of 3.52B, resulting in a net margin of 13.8%.
Frequently Asked Questions
EVR and ETR have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EVR has higher volatility (15.30%) compared to ETR (6.54%). In terms of maximum drawdown, EVR dropped -81.49% vs ETR's -71.72%.
ETR currently has the higher Sharpe Ratio (1.12 vs 0.20), 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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