EVR vs. JPM
Compare and contrast key facts about Evercore Inc. (EVR) and JPMorgan Chase & Co. (JPM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EVR or JPM.
Correlation
The correlation between EVR and JPM is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
EVR vs. JPM - Performance Comparison
Key characteristics
EVR:
0.26
JPM:
1.15
EVR:
0.69
JPM:
1.69
EVR:
1.10
JPM:
1.24
EVR:
0.25
JPM:
1.35
EVR:
0.67
JPM:
4.59
EVR:
17.51%
JPM:
7.20%
EVR:
44.65%
JPM:
28.69%
EVR:
-81.49%
JPM:
-74.02%
EVR:
-34.52%
JPM:
-10.42%
Fundamentals
EVR:
$8.19B
JPM:
$701.75B
EVR:
$10.47
JPM:
$20.38
EVR:
20.24
JPM:
12.39
EVR:
1.13
JPM:
6.68
EVR:
2.65
JPM:
4.07
EVR:
4.84
JPM:
2.05
EVR:
$3.11B
JPM:
$204.37B
EVR:
$2.11B
JPM:
$180.79B
EVR:
$602.21M
JPM:
$100.17B
Returns By Period
In the year-to-date period, EVR achieves a -25.54% return, which is significantly lower than JPM's 5.16% return. Both investments have delivered pretty close results over the past 10 years, with EVR having a 18.04% annualized return and JPM not far behind at 17.53%.
EVR
-25.54%
25.47%
-23.88%
7.87%
35.66%
18.04%
JPM
5.16%
18.53%
13.81%
32.83%
25.83%
17.53%
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Risk-Adjusted Performance
EVR vs. JPM — Risk-Adjusted Performance Rank
EVR
JPM
EVR vs. JPM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Evercore Inc. (EVR) and JPMorgan Chase & Co. (JPM). 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.
Dividends
EVR vs. JPM - Dividend Comparison
EVR's dividend yield for the trailing twelve months is around 1.56%, less than JPM's 2.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVR Evercore Inc. | 1.56% | 1.14% | 1.75% | 2.60% | 1.95% | 2.14% | 3.00% | 2.66% | 1.58% | 1.85% | 2.13% | 1.97% |
JPM JPMorgan Chase & Co. | 2.03% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% |
Drawdowns
EVR vs. JPM - Drawdown Comparison
The maximum EVR drawdown since its inception was -81.49%, which is greater than JPM's maximum drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for EVR and JPM. For additional features, visit the drawdowns tool.
Volatility
EVR vs. JPM - Volatility Comparison
Evercore Inc. (EVR) has a higher volatility of 20.07% compared to JPMorgan Chase & Co. (JPM) at 10.55%. This indicates that EVR's price experiences larger fluctuations and is considered to be riskier than JPM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
EVR vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Evercore Inc. and JPMorgan Chase & Co.. 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. JPM - Profitability Comparison
EVR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Evercore Inc. reported a gross profit of 239.20M and revenue of 699.02M. Therefore, the gross margin over that period was 34.2%.
JPM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, JPMorgan Chase & Co. reported a gross profit of 45.31B and revenue of 68.89B. Therefore, the gross margin over that period was 65.8%.
EVR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Evercore Inc. reported an operating income of 185.60M and revenue of 699.02M, resulting in an operating margin of 26.6%.
JPM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, JPMorgan Chase & Co. reported an operating income of 18.41B and revenue of 68.89B, resulting in an operating margin of 26.7%.
EVR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Evercore Inc. reported a net income of 146.18M and revenue of 699.02M, resulting in a net margin of 20.9%.
JPM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, JPMorgan Chase & Co. reported a net income of 14.64B and revenue of 68.89B, resulting in a net margin of 21.3%.