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EVTC vs. FIVN
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Performance

EVTC vs. FIVN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in EVERTEC, Inc. (EVTC) and Five9, Inc. (FIVN). The values are adjusted to include any dividend payments, if applicable.

-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-5.30%
-30.92%
EVTC
FIVN

Returns By Period

In the year-to-date period, EVTC achieves a -14.33% return, which is significantly higher than FIVN's -52.90% return. Over the past 10 years, EVTC has underperformed FIVN with an annualized return of 5.80%, while FIVN has yielded a comparatively higher 23.52% annualized return.


EVTC

YTD

-14.33%

1M

4.97%

6M

-5.30%

1Y

-0.36%

5Y (annualized)

2.88%

10Y (annualized)

5.80%

FIVN

YTD

-52.90%

1M

21.19%

6M

-30.92%

1Y

-49.17%

5Y (annualized)

-10.70%

10Y (annualized)

23.52%

Fundamentals


EVTCFIVN
Market Cap$2.28B$2.95B
EPS$1.28-$0.49
PEG Ratio2.141.03
Total Revenue (TTM)$629.29B$1.00B
Gross Profit (TTM)$326.73B$512.33M
EBITDA (TTM)$119.40B-$3.35M

Key characteristics


EVTCFIVN
Sharpe Ratio0.03-0.96
Sortino Ratio0.23-1.32
Omega Ratio1.030.82
Calmar Ratio0.02-0.56
Martin Ratio0.06-1.12
Ulcer Index15.34%43.90%
Daily Std Dev28.56%50.96%
Max Drawdown-54.98%-87.13%
Current Drawdown-30.03%-82.33%

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Correlation

-0.50.00.51.00.3

The correlation between EVTC and FIVN is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Risk-Adjusted Performance

EVTC vs. FIVN - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for EVERTEC, Inc. (EVTC) and Five9, Inc. (FIVN). 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.


Sharpe ratio
The chart of Sharpe ratio for EVTC, currently valued at 0.03, compared to the broader market-4.00-2.000.002.004.000.03-0.96
The chart of Sortino ratio for EVTC, currently valued at 0.23, compared to the broader market-4.00-2.000.002.004.000.23-1.32
The chart of Omega ratio for EVTC, currently valued at 1.03, compared to the broader market0.501.001.502.001.030.82
The chart of Calmar ratio for EVTC, currently valued at 0.02, compared to the broader market0.002.004.006.000.02-0.56
The chart of Martin ratio for EVTC, currently valued at 0.06, compared to the broader market-10.000.0010.0020.0030.000.06-1.12
EVTC
FIVN

The current EVTC Sharpe Ratio is 0.03, which is higher than the FIVN Sharpe Ratio of -0.96. The chart below compares the historical Sharpe Ratios of EVTC and FIVN, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Rolling 12-month Sharpe Ratio-1.00-0.500.00JuneJulyAugustSeptemberOctoberNovember
0.03
-0.96
EVTC
FIVN

Dividends

EVTC vs. FIVN - Dividend Comparison

EVTC's dividend yield for the trailing twelve months is around 0.57%, while FIVN has not paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
EVTC
EVERTEC, Inc.
0.57%0.49%0.62%0.40%0.51%0.59%0.35%2.20%2.25%2.39%1.81%0.81%
FIVN
Five9, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

EVTC vs. FIVN - Drawdown Comparison

The maximum EVTC drawdown since its inception was -54.98%, smaller than the maximum FIVN drawdown of -87.13%. Use the drawdown chart below to compare losses from any high point for EVTC and FIVN. For additional features, visit the drawdowns tool.


-90.00%-80.00%-70.00%-60.00%-50.00%-40.00%-30.00%JuneJulyAugustSeptemberOctoberNovember
-30.03%
-82.33%
EVTC
FIVN

Volatility

EVTC vs. FIVN - Volatility Comparison

The current volatility for EVERTEC, Inc. (EVTC) is 7.97%, while Five9, Inc. (FIVN) has a volatility of 17.52%. This indicates that EVTC experiences smaller price fluctuations and is considered to be less risky than FIVN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%10.00%20.00%30.00%40.00%JuneJulyAugustSeptemberOctoberNovember
7.97%
17.52%
EVTC
FIVN

Financials

EVTC vs. FIVN - Financials Comparison

This section allows you to compare key financial metrics between EVERTEC, Inc. and Five9, 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


Values in USD except per share items