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

Correlation

The correlation between EVTC and FIVN is 0.53, 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

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.

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Key characteristics

Sharpe Ratio

EVTC:

0.11

FIVN:

-0.93

Sortino Ratio

EVTC:

0.32

FIVN:

-1.35

Omega Ratio

EVTC:

1.04

FIVN:

0.83

Calmar Ratio

EVTC:

0.04

FIVN:

-0.58

Martin Ratio

EVTC:

0.17

FIVN:

-1.43

Ulcer Index

EVTC:

8.88%

FIVN:

36.30%

Daily Std Dev

EVTC:

32.48%

FIVN:

55.63%

Max Drawdown

EVTC:

-54.98%

FIVN:

-89.73%

Current Drawdown

EVTC:

-24.04%

FIVN:

-87.84%

Fundamentals

Market Cap

EVTC:

$2.44B

FIVN:

$2.04B

EPS

EVTC:

$1.99

FIVN:

-$0.06

PEG Ratio

EVTC:

2.14

FIVN:

0.73

PS Ratio

EVTC:

2.81

FIVN:

1.90

PB Ratio

EVTC:

4.48

FIVN:

3.07

Total Revenue (TTM)

EVTC:

$868.96M

FIVN:

$1.07B

Gross Profit (TTM)

EVTC:

$417.43M

FIVN:

$565.58M

EBITDA (TTM)

EVTC:

$295.48M

FIVN:

$22.30M

Returns By Period

In the year-to-date period, EVTC achieves a 9.65% return, which is significantly higher than FIVN's -37.23% return. Over the past 10 years, EVTC has underperformed FIVN with an annualized return of 6.31%, while FIVN has yielded a comparatively higher 16.69% annualized return.


EVTC

YTD

9.65%

1M

18.05%

6M

8.68%

1Y

3.59%

3Y*

0.45%

5Y*

6.91%

10Y*

6.31%

FIVN

YTD

-37.23%

1M

18.16%

6M

-32.87%

1Y

-51.36%

3Y*

-35.96%

5Y*

-24.60%

10Y*

16.69%

*Annualized

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EVERTEC, Inc.

Five9, Inc.

Risk-Adjusted Performance

EVTC vs. FIVN — Risk-Adjusted Performance Rank

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

EVTC
The Risk-Adjusted Performance Rank of EVTC is 5151
Overall Rank
The Sharpe Ratio Rank of EVTC is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of EVTC is 4646
Sortino Ratio Rank
The Omega Ratio Rank of EVTC is 4646
Omega Ratio Rank
The Calmar Ratio Rank of EVTC is 5353
Calmar Ratio Rank
The Martin Ratio Rank of EVTC is 5454
Martin Ratio Rank

FIVN
The Risk-Adjusted Performance Rank of FIVN is 99
Overall Rank
The Sharpe Ratio Rank of FIVN is 66
Sharpe Ratio Rank
The Sortino Ratio Rank of FIVN is 77
Sortino Ratio Rank
The Omega Ratio Rank of FIVN is 88
Omega Ratio Rank
The Calmar Ratio Rank of FIVN is 1515
Calmar Ratio Rank
The Martin Ratio Rank of FIVN is 88
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.

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.


The current EVTC Sharpe Ratio is 0.11, which is higher than the FIVN Sharpe Ratio of -0.93. 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.


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Dividends

EVTC vs. FIVN - Dividend Comparison

EVTC's dividend yield for the trailing twelve months is around 0.53%, while FIVN has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
EVTC
EVERTEC, Inc.
0.53%0.58%0.49%0.62%0.40%0.51%0.59%0.35%2.20%2.25%2.39%1.81%
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 -89.73%. Use the drawdown chart below to compare losses from any high point for EVTC and FIVN. For additional features, visit the drawdowns tool.


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Volatility

EVTC vs. FIVN - Volatility Comparison

The current volatility for EVERTEC, Inc. (EVTC) is 4.96%, while Five9, Inc. (FIVN) has a volatility of 12.68%. 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.


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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


100.00M150.00M200.00M250.00M20212022202320242025
228.79M
279.71M
(EVTC) Total Revenue
(FIVN) Total Revenue
Values in USD except per share items

EVTC vs. FIVN - Profitability Comparison

The chart below illustrates the profitability comparison between EVERTEC, Inc. and Five9, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

35.0%40.0%45.0%50.0%55.0%60.0%20212022202320242025
49.9%
55.0%
(EVTC) Gross Margin
(FIVN) Gross Margin
EVTC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, EVERTEC, Inc. reported a gross profit of 114.18M and revenue of 228.79M. Therefore, the gross margin over that period was 49.9%.

FIVN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Five9, Inc. reported a gross profit of 153.73M and revenue of 279.71M. Therefore, the gross margin over that period was 55.0%.

EVTC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, EVERTEC, Inc. reported an operating income of 49.50M and revenue of 228.79M, resulting in an operating margin of 21.6%.

FIVN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Five9, Inc. reported an operating income of -5.43M and revenue of 279.71M, resulting in an operating margin of -1.9%.

EVTC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, EVERTEC, Inc. reported a net income of 32.70M and revenue of 228.79M, resulting in a net margin of 14.3%.

FIVN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Five9, Inc. reported a net income of 576.00K and revenue of 279.71M, resulting in a net margin of 0.2%.