EVR vs. TW
Compare and contrast key facts about Evercore Inc. (EVR) and Tradeweb Markets Inc. (TW).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EVR or TW.
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
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Key characteristics
EVR:
0.49
TW:
1.17
EVR:
1.02
TW:
1.32
EVR:
1.14
TW:
1.20
EVR:
0.48
TW:
1.59
EVR:
1.28
TW:
5.17
EVR:
18.00%
TW:
4.88%
EVR:
45.44%
TW:
25.31%
EVR:
-81.49%
TW:
-48.64%
EVR:
-24.82%
TW:
-5.11%
Fundamentals
EVR:
$9.01B
TW:
$30.92B
EVR:
$10.47
TW:
$2.43
EVR:
22.25
TW:
58.25
EVR:
1.13
TW:
4.05
EVR:
2.91
TW:
16.95
EVR:
5.57
TW:
5.09
EVR:
$3.11B
TW:
$1.83B
EVR:
$2.11B
TW:
$1.29B
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
-14.52%
35.87%
-22.63%
22.16%
40.73%
19.82%
TW
8.11%
10.41%
9.83%
29.29%
19.72%
N/A
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Risk-Adjusted Performance
EVR vs. TW — Risk-Adjusted Performance Rank
EVR
TW
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.
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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.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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.
Total Revenue: Total amount of money received from sales and other business activities
EVR vs. TW - 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%.
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%.