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 0.55, 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:
2.04
JPM:
1.95
EVR:
2.92
JPM:
2.68
EVR:
1.37
JPM:
1.40
EVR:
4.63
JPM:
4.51
EVR:
15.97
JPM:
13.09
EVR:
4.10%
JPM:
3.49%
EVR:
32.11%
JPM:
23.47%
EVR:
-81.49%
JPM:
-74.02%
EVR:
-12.69%
JPM:
-4.75%
Fundamentals
EVR:
$11.05B
JPM:
$671.06B
EVR:
$7.79
JPM:
$17.99
EVR:
37.25
JPM:
13.25
EVR:
1.13
JPM:
4.74
EVR:
$2.81B
JPM:
$170.11B
EVR:
$2.25B
JPM:
$169.52B
EVR:
$480.71M
JPM:
$118.87B
Returns By Period
In the year-to-date period, EVR achieves a 63.15% return, which is significantly higher than JPM's 43.49% return. Over the past 10 years, EVR has outperformed JPM with an annualized return of 20.66%, while JPM has yielded a comparatively lower 17.56% annualized return.
EVR
63.15%
-11.39%
40.65%
65.04%
32.48%
20.66%
JPM
43.49%
-4.09%
21.27%
45.81%
14.93%
17.56%
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Risk-Adjusted Performance
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 1.15%, less than JPM's 1.93% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
JPM JPMorgan Chase & Co. | 1.93% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% | 2.33% |
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 8.08% compared to JPMorgan Chase & Co. (JPM) at 5.33%. 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