EVR vs. PRU
EVR (Evercore Inc.) and PRU (Prudential Financial, Inc.) are both stocks. Both are in the Financial Services sector — EVR in Capital Markets, PRU in Insurance - Life. Over the past 10 years, EVR returned 24.68%/yr vs 9.04%/yr for PRU. A 0.54 correlation means they provide meaningful diversification when combined.
Performance
EVR vs. PRU - Performance Comparison
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Returns By Period
In the year-to-date period, EVR achieves a 5.58% return, which is significantly higher than PRU's -1.25% return. Over the past 10 years, EVR has outperformed PRU with an annualized return of 24.68%, while PRU has yielded a comparatively lower 9.04% annualized return.
EVR
- 1D
- 0.64%
- 1M
- 7.42%
- YTD
- 5.58%
- 6M
- 6.58%
- 1Y
- 50.39%
- 3Y*
- 44.27%
- 5Y*
- 22.48%
- 10Y*
- 24.68%
PRU
- 1D
- 1.87%
- 1M
- 7.90%
- YTD
- -1.25%
- 6M
- -4.69%
- 1Y
- 11.09%
- 3Y*
- 13.33%
- 5Y*
- 5.57%
- 10Y*
- 9.04%
EVR vs. PRU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EVR Evercore Inc. | 5.58% | 24.25% | 64.35% | 60.59% | -17.60% | 26.29% | 51.68% | 7.39% | -18.93% | 33.42% |
PRU Prudential Financial, Inc. | -1.25% | 0.18% | 19.46% | 10.09% | -3.86% | 45.32% | -11.40% | 20.10% | -26.46% | 13.65% |
Correlation
The correlation between EVR and PRU is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.45 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.52 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.59 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.60 |
Correlation (All Time) Calculated using the full available price history since Aug 14, 2006 | 0.54 |
The correlation between EVR and PRU shifts across timeframes, from 0.45 (1 year) to 0.60 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
EVR:
$14.96B
PRU:
$37.91B
EVR:
$17.52
PRU:
$9.85
EVR:
20.40
PRU:
11.01
EVR:
3.55
PRU:
0.46
EVR:
3.33
PRU:
0.80
EVR:
$4.58B
PRU:
$47.43B
EVR:
$4.53B
PRU:
$14.72B
EVR:
$1.04B
PRU:
$4.02B
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Return for Risk
EVR vs. PRU — Risk / Return Rank
EVR
PRU
EVR vs. PRU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Evercore Inc. (EVR) and Prudential Financial, Inc. (PRU). 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 | PRU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.89 | ||
| Sortino ratioReturn per unit of downside risk | +1.09 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.09 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 1.54 | 0.42 | +1.12 |
| Martin ratioReturn relative to average drawdown | 3.91 | 0.92 | +2.99 |
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Drawdowns
EVR vs. PRU - Drawdown Comparison
The maximum EVR drawdown since its inception was -81.49%, smaller than the maximum PRU drawdown of -88.53%. Use the drawdown chart below to compare losses from any high point for EVR and PRU.
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Drawdown Indicators
| EVR | PRU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.49% | -88.53% | +7.04% |
Max Drawdown (1Y)Largest decline over 1 year | -30.08% | -21.46% | -8.62% |
Max Drawdown (3Y)Largest decline over 3 years | -47.86% | -25.66% | -22.20% |
Max Drawdown (5Y)Largest decline over 5 years | -49.61% | -33.11% | -16.50% |
Max Drawdown (10Y)Largest decline over 10 years | -67.42% | -65.89% | -1.53% |
Current DrawdownCurrent decline from peak | -6.24% | -9.47% | +3.23% |
Average DrawdownAverage peak-to-trough decline | -20.84% | -18.31% | -2.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.83% | 9.90% | +1.93% |
Volatility
EVR vs. PRU - Volatility Comparison
Evercore Inc. (EVR) has a higher volatility of 11.25% compared to Prudential Financial, Inc. (PRU) at 6.05%. This indicates that EVR's price experiences larger fluctuations and is considered to be riskier than PRU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EVR | PRU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.25% | 6.05% | +5.20% |
Volatility (6M)Calculated over the trailing 6-month period | 27.79% | 17.48% | +10.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 35.98% | 22.66% | +13.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.84% | 25.83% | +10.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.91% | 31.83% | +5.08% |
Dividends
EVR vs. PRU - Dividend Comparison
EVR's dividend yield for the trailing twelve months is around 0.95%, less than PRU's 5.07% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVR Evercore Inc. | 0.95% | 0.98% | 1.14% | 1.75% | 2.60% | 1.95% | 2.14% | 3.00% | 2.66% | 1.58% | 1.85% | 2.13% |
PRU Prudential Financial, Inc. | 5.07% | 4.78% | 4.39% | 4.82% | 4.83% | 4.25% | 5.64% | 4.27% | 4.41% | 2.61% | 2.69% | 3.00% |
Financials
EVR vs. PRU - Financials Comparison
This section allows you to compare key financial metrics between Evercore Inc. and Prudential Financial, Inc.. 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
Frequently Asked Questions
EVR and PRU have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EVR has higher volatility (11.25%) compared to PRU (6.05%). In terms of maximum drawdown, EVR dropped -81.49% vs PRU's -88.53%.
EVR currently has the higher Sharpe Ratio (1.29 vs 0.40), 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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