EVR vs. RJF
EVR (Evercore Inc.) and RJF (Raymond James Financial, Inc.) are both stocks. Both operate in the Capital Markets industry within the Financial Services sector. Over the past 10 years, EVR returned 23.72%/yr vs 17.32%/yr for RJF. A 0.58 correlation means they provide meaningful diversification when combined.
Performance
EVR vs. RJF - Performance Comparison
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Returns By Period
In the year-to-date period, EVR achieves a 0.49% return, which is significantly higher than RJF's -5.81% return. Over the past 10 years, EVR has outperformed RJF with an annualized return of 23.72%, while RJF has yielded a comparatively lower 17.32% annualized return.
EVR
- 1D
- 0.21%
- 1M
- -0.05%
- YTD
- 0.49%
- 6M
- 3.66%
- 1Y
- 40.00%
- 3Y*
- 43.37%
- 5Y*
- 21.57%
- 10Y*
- 23.72%
RJF
- 1D
- -0.83%
- 1M
- -2.68%
- YTD
- -5.81%
- 6M
- -7.87%
- 1Y
- 3.71%
- 3Y*
- 17.90%
- 5Y*
- 13.36%
- 10Y*
- 17.32%
EVR vs. RJF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EVR Evercore Inc. | 0.49% | 24.25% | 64.35% | 60.59% | -17.60% | 26.29% | 51.68% | 7.39% | -18.93% | 33.42% |
RJF Raymond James Financial, Inc. | -5.81% | 4.74% | 40.83% | 6.12% | 8.32% | 59.48% | 8.70% | 22.80% | -15.65% | 29.99% |
Correlation
The correlation between EVR and RJF is 0.59, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.59 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.63 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.65 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.66 |
Correlation (All Time) Calculated using the full available price history since Aug 15, 2006 | 0.58 |
The correlation between EVR and RJF has been stable across timeframes, ranging from 0.58 to 0.66 - a consistent structural relationship.
Fundamentals
EVR:
$14.24B
RJF:
$30.08B
EVR:
$17.52
RJF:
$10.55
EVR:
19.42
RJF:
14.23
EVR:
3.38
RJF:
1.21
EVR:
3.17
RJF:
1.87
EVR:
$4.58B
RJF:
$16.35B
EVR:
$4.53B
RJF:
$6.99B
EVR:
$1.04B
RJF:
$1.40B
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Return for Risk
EVR vs. RJF — Risk / Return Rank
EVR
RJF
EVR vs. RJF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Evercore Inc. (EVR) and Raymond James Financial, Inc. (RJF). 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 | RJF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.99 | ||
| Sortino ratioReturn per unit of downside risk | +1.24 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.05 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 1.34 | 0.19 | +1.15 |
| Martin ratioReturn relative to average drawdown | 3.40 | 0.40 | +3.00 |
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 | RJF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 0.15 | +0.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.48 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.56 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.50 | -0.10 |
Drawdowns
EVR vs. RJF - Drawdown Comparison
The maximum EVR drawdown since its inception was -81.49%, which is greater than RJF's maximum drawdown of -69.68%. Use the drawdown chart below to compare losses from any high point for EVR and RJF.
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Drawdown Indicators
| EVR | RJF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.49% | -69.68% | -11.81% |
Max Drawdown (1Y)Largest decline over 1 year | -30.08% | -19.64% | -10.44% |
Max Drawdown (3Y)Largest decline over 3 years | -47.86% | -28.12% | -19.74% |
Max Drawdown (5Y)Largest decline over 5 years | -49.61% | -32.11% | -17.50% |
Max Drawdown (10Y)Largest decline over 10 years | -67.42% | -45.59% | -21.83% |
Current DrawdownCurrent decline from peak | -10.76% | -14.02% | +3.26% |
Average DrawdownAverage peak-to-trough decline | -20.85% | -14.63% | -6.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.79% | 9.19% | +2.60% |
Volatility
EVR vs. RJF - Volatility Comparison
Evercore Inc. (EVR) has a higher volatility of 8.90% compared to Raymond James Financial, Inc. (RJF) at 7.61%. This indicates that EVR's price experiences larger fluctuations and is considered to be riskier than RJF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EVR | RJF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.90% | 7.61% | +1.29% |
Volatility (6M)Calculated over the trailing 6-month period | 26.86% | 19.38% | +7.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 35.23% | 24.56% | +10.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.68% | 28.05% | +7.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.85% | 30.96% | +5.89% |
Dividends
EVR vs. RJF - Dividend Comparison
EVR's dividend yield for the trailing twelve months is around 1.00%, less than RJF's 1.38% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVR Evercore Inc. | 1.00% | 0.98% | 1.14% | 1.75% | 2.60% | 1.95% | 2.14% | 3.00% | 2.66% | 1.58% | 1.85% | 2.13% |
RJF Raymond James Financial, Inc. | 1.38% | 1.25% | 0.87% | 1.53% | 1.67% | 1.04% | 1.16% | 1.93% | 1.48% | 0.74% | 1.18% | 1.28% |
Financials
EVR vs. RJF - Financials Comparison
This section allows you to compare key financial metrics between Evercore Inc. and Raymond James 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
EVR vs. RJF - Profitability Comparison
EVR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Evercore Inc. reported a gross profit of 1.37B and revenue of 1.40B. Therefore, the gross margin over that period was 98.0%.
RJF - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Raymond James Financial, Inc. reported a gross profit of -3.74B and revenue of 4.26B. Therefore, the gross margin over that period was -87.6%.
EVR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Evercore Inc. reported an operating income of 341.42M and revenue of 1.40B, resulting in an operating margin of 24.4%.
RJF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Raymond James Financial, Inc. reported an operating income of -728.00M and revenue of 4.26B, resulting in an operating margin of -17.1%.
EVR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Evercore Inc. reported a net income of 301.24M and revenue of 1.40B, resulting in a net margin of 21.5%.
RJF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Raymond James Financial, Inc. reported a net income of 544.00M and revenue of 4.26B, resulting in a net margin of 12.8%.
Frequently Asked Questions
EVR and RJF have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EVR has higher volatility (8.90%) compared to RJF (7.61%). In terms of maximum drawdown, EVR dropped -81.49% vs RJF's -69.68%.
EVR currently has the higher Sharpe Ratio (1.14 vs 0.15), 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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