EVTC vs. FIVN
EVTC (EVERTEC, Inc.) and FIVN (Five9, Inc.) are both stocks. Both operate in the Software - Infrastructure industry within the Technology sector. Over the past 10 years, EVTC returned 4.46%/yr vs 7.59%/yr for FIVN. At a 0.29 correlation, their price movements are largely independent.
Performance
EVTC vs. FIVN - Performance Comparison
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Returns By Period
In the year-to-date period, EVTC achieves a -22.11% return, which is significantly lower than FIVN's 19.45% return. Over the past 10 years, EVTC has underperformed FIVN with an annualized return of 4.46%, while FIVN has yielded a comparatively higher 7.59% annualized return.
EVTC
- 1D
- -7.42%
- 1M
- -23.15%
- YTD
- -22.11%
- 6M
- -24.60%
- 1Y
- -37.57%
- 3Y*
- -13.98%
- 5Y*
- -12.13%
- 10Y*
- 4.46%
FIVN
- 1D
- -4.31%
- 1M
- 2.61%
- YTD
- 19.45%
- 6M
- 17.11%
- 1Y
- -13.63%
- 3Y*
- -30.16%
- 5Y*
- -31.25%
- 10Y*
- 7.59%
EVTC vs. FIVN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EVTC EVERTEC, Inc. | -22.11% | -15.26% | -15.19% | 27.14% | -34.88% | 27.72% | 16.28% | 19.37% | 111.09% | -21.72% |
FIVN Five9, Inc. | 19.45% | -50.66% | -48.35% | 15.96% | -50.58% | -21.26% | 165.93% | 50.00% | 75.72% | 75.33% |
Correlation
The correlation between EVTC and FIVN is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.36 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.32 |
Correlation (All Time) Calculated using the full available price history since Apr 7, 2014 | 0.29 |
Fundamentals
EVTC:
$1.41B
FIVN:
$2.07B
EVTC:
$372.76
FIVN:
$0.65
EVTC:
0.06
FIVN:
36.59
EVTC:
0.01
FIVN:
1.78
EVTC:
0.00
FIVN:
2.49
EVTC:
$248.63B
FIVN:
$1.17B
EVTC:
$130.03B
FIVN:
$644.83M
EVTC:
$48.15B
FIVN:
$179.58M
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Return for Risk
EVTC vs. FIVN — Risk / Return Rank
EVTC
FIVN
EVTC vs. FIVN - Risk-Adjusted Trends 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.
| EVTC | FIVN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.79 | ||
| Sortino ratioReturn per unit of downside risk | -1.48 | ||
| Omega ratioGain probability vs. loss probability | 0.82 | 1.01 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | -0.95 | -0.25 | -0.70 |
| Martin ratioReturn relative to average drawdown | -1.82 | -0.45 | -1.37 |
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
| EVTC | FIVN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.02 | -0.23 | -0.79 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.40 | -0.56 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.14 | 0.15 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.06 | 0.19 | -0.13 |
Drawdowns
EVTC vs. FIVN - Drawdown Comparison
The maximum EVTC drawdown since its inception was -54.98%, smaller than the maximum FIVN drawdown of -93.51%. Use the drawdown chart below to compare losses from any high point for EVTC and FIVN.
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Drawdown Indicators
| EVTC | FIVN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.98% | -93.51% | +38.53% |
Max Drawdown (1Y)Largest decline over 1 year | -39.73% | -53.96% | +14.23% |
Max Drawdown (3Y)Largest decline over 3 years | -45.71% | -84.52% | +38.81% |
Max Drawdown (5Y)Largest decline over 5 years | -54.28% | -93.51% | +39.23% |
Max Drawdown (10Y)Largest decline over 10 years | -54.28% | -93.51% | +39.23% |
Current DrawdownCurrent decline from peak | -54.28% | -88.58% | +34.30% |
Average DrawdownAverage peak-to-trough decline | -21.48% | -35.21% | +13.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 20.65% | 30.04% | -9.39% |
Volatility
EVTC vs. FIVN - Volatility Comparison
EVERTEC, Inc. (EVTC) has a higher volatility of 22.35% compared to Five9, Inc. (FIVN) at 19.88%. This indicates that EVTC's price experiences larger fluctuations and is considered to be riskier than FIVN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EVTC | FIVN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 22.35% | 19.88% | +2.47% |
Volatility (6M)Calculated over the trailing 6-month period | 31.41% | 48.68% | -17.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.98% | 60.85% | -23.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.69% | 55.75% | -25.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.88% | 50.84% | -17.96% |
Dividends
EVTC vs. FIVN - Dividend Comparison
EVTC's dividend yield for the trailing twelve months is around 0.89%, while FIVN has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVTC EVERTEC, Inc. | 0.89% | 0.69% | 0.58% | 0.49% | 0.62% | 0.40% | 0.51% | 0.59% | 0.35% | 2.20% | 2.25% | 2.39% |
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% |
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.
Total Revenue: Total amount of money received from sales and other business activities
EVTC vs. FIVN - Profitability Comparison
EVTC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, EVERTEC, Inc. reported a gross profit of 129.68B and revenue of 247.92B. Therefore, the gross margin over that period was 52.3%.
FIVN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Five9, Inc. reported a gross profit of 170.53M and revenue of 305.32M. Therefore, the gross margin over that period was 55.9%.
EVTC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, EVERTEC, Inc. reported an operating income of 44.57B and revenue of 247.92B, resulting in an operating margin of 18.0%.
FIVN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Five9, Inc. reported an operating income of 18.49M and revenue of 305.32M, resulting in an operating margin of 6.1%.
EVTC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, EVERTEC, Inc. reported a net income of 23.75B and revenue of 247.92B, resulting in a net margin of 9.6%.
FIVN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Five9, Inc. reported a net income of 18.41M and revenue of 305.32M, resulting in a net margin of 6.0%.
Frequently Asked Questions
EVTC and FIVN have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EVTC has higher volatility (22.35%) compared to FIVN (19.88%). In terms of maximum drawdown, EVTC dropped -54.98% vs FIVN's -93.51%.
FIVN currently has the higher Sharpe Ratio (-0.23 vs -1.02), 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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