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EVR vs. TW
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between EVR and TW is 0.41, 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. TW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Evercore Inc. (EVR) and Tradeweb Markets Inc. (TW). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

EVR:

0.49

TW:

1.17

Sortino Ratio

EVR:

1.02

TW:

1.32

Omega Ratio

EVR:

1.14

TW:

1.20

Calmar Ratio

EVR:

0.48

TW:

1.59

Martin Ratio

EVR:

1.28

TW:

5.17

Ulcer Index

EVR:

18.00%

TW:

4.88%

Daily Std Dev

EVR:

45.44%

TW:

25.31%

Max Drawdown

EVR:

-81.49%

TW:

-48.64%

Current Drawdown

EVR:

-24.82%

TW:

-5.11%

Fundamentals

Market Cap

EVR:

$9.01B

TW:

$30.92B

EPS

EVR:

$10.47

TW:

$2.43

PE Ratio

EVR:

22.25

TW:

58.25

PEG Ratio

EVR:

1.13

TW:

4.05

PS Ratio

EVR:

2.91

TW:

16.95

PB Ratio

EVR:

5.57

TW:

5.09

Total Revenue (TTM)

EVR:

$3.11B

TW:

$1.83B

Gross Profit (TTM)

EVR:

$2.11B

TW:

$1.29B

EBITDA (TTM)

EVR:

$602.21M

TW:

$1.02B

Returns By Period

In the year-to-date period, EVR achieves a -14.52% return, which is significantly lower than TW's 8.11% return.


EVR

YTD

-14.52%

1M

35.87%

6M

-22.63%

1Y

22.16%

5Y*

40.73%

10Y*

19.82%

TW

YTD

8.11%

1M

10.41%

6M

9.83%

1Y

29.29%

5Y*

19.72%

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

EVR vs. TW — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EVR
The Risk-Adjusted Performance Rank of EVR is 6868
Overall Rank
The Sharpe Ratio Rank of EVR is 7070
Sharpe Ratio Rank
The Sortino Ratio Rank of EVR is 6565
Sortino Ratio Rank
The Omega Ratio Rank of EVR is 6666
Omega Ratio Rank
The Calmar Ratio Rank of EVR is 7272
Calmar Ratio Rank
The Martin Ratio Rank of EVR is 6767
Martin Ratio Rank

TW
The Risk-Adjusted Performance Rank of TW is 8383
Overall Rank
The Sharpe Ratio Rank of TW is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of TW is 7373
Sortino Ratio Rank
The Omega Ratio Rank of TW is 7777
Omega Ratio Rank
The Calmar Ratio Rank of TW is 9191
Calmar Ratio Rank
The Martin Ratio Rank of TW is 8787
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

EVR vs. TW - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Evercore Inc. (EVR) and Tradeweb Markets Inc. (TW). 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.


The current EVR Sharpe Ratio is 0.49, which is lower than the TW Sharpe Ratio of 1.17. The chart below compares the historical Sharpe Ratios of EVR and TW, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

EVR vs. TW - Dividend Comparison

EVR's dividend yield for the trailing twelve months is around 1.36%, more than TW's 0.30% yield.


TTM20242023202220212020201920182017201620152014
EVR
Evercore Inc.
1.36%1.14%1.75%2.60%1.95%2.14%3.00%2.66%1.58%1.85%2.13%1.97%
TW
Tradeweb Markets Inc.
0.30%0.31%0.40%0.49%0.32%0.51%0.52%0.00%0.00%0.00%0.00%0.00%

Drawdowns

EVR vs. TW - Drawdown Comparison

The maximum EVR drawdown since its inception was -81.49%, which is greater than TW's maximum drawdown of -48.64%. Use the drawdown chart below to compare losses from any high point for EVR and TW. For additional features, visit the drawdowns tool.


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Volatility

EVR vs. TW - Volatility Comparison

Evercore Inc. (EVR) has a higher volatility of 12.79% compared to Tradeweb Markets Inc. (TW) at 7.88%. This indicates that EVR's price experiences larger fluctuations and is considered to be riskier than TW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

EVR vs. TW - Financials Comparison

This section allows you to compare key financial metrics between Evercore Inc. and Tradeweb Markets 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00200.00M400.00M600.00M800.00M1.00B1.20B20212022202320242025
699.02M
509.68M
(EVR) Total Revenue
(TW) Total Revenue
Values in USD except per share items

EVR vs. TW - Profitability Comparison

The chart below illustrates the profitability comparison between Evercore Inc. and Tradeweb Markets Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%40.0%60.0%80.0%100.0%20212022202320242025
34.2%
65.3%
(EVR) Gross Margin
(TW) Gross Margin
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%.

TW - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Tradeweb Markets Inc. reported a gross profit of 332.80M and revenue of 509.68M. Therefore, the gross margin over that period was 65.3%.

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%.

TW - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Tradeweb Markets Inc. reported an operating income of 204.10M and revenue of 509.68M, resulting in an operating margin of 40.1%.

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%.

TW - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Tradeweb Markets Inc. reported a net income of 148.38M and revenue of 509.68M, resulting in a net margin of 29.1%.