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

Performance

FIVN vs. EVTC - Performance Comparison

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

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

Returns By Period

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


FIVN

YTD

-52.90%

1M

21.19%

6M

-30.92%

1Y

-49.17%

5Y (annualized)

-10.70%

10Y (annualized)

23.52%

EVTC

YTD

-14.33%

1M

4.97%

6M

-5.30%

1Y

-0.36%

5Y (annualized)

2.88%

10Y (annualized)

5.80%

Fundamentals


FIVNEVTC
Market Cap$2.86B$2.22B
EPS-$0.48$1.28
PEG Ratio0.992.14
Total Revenue (TTM)$1.00B$823.71M
Gross Profit (TTM)$512.33M$325.35M
EBITDA (TTM)-$11.67M$285.22M

Key characteristics


FIVNEVTC
Sharpe Ratio-0.960.03
Sortino Ratio-1.320.23
Omega Ratio0.821.03
Calmar Ratio-0.560.02
Martin Ratio-1.120.06
Ulcer Index43.90%15.34%
Daily Std Dev50.96%28.56%
Max Drawdown-87.13%-54.98%
Current Drawdown-82.33%-30.03%

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Correlation

-0.50.00.51.00.3

The correlation between FIVN and EVTC 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

FIVN vs. EVTC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Five9, Inc. (FIVN) and EVERTEC, Inc. (EVTC). 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 FIVN, currently valued at -0.96, compared to the broader market-4.00-2.000.002.004.00-0.960.03
The chart of Sortino ratio for FIVN, currently valued at -1.32, compared to the broader market-4.00-2.000.002.004.00-1.320.23
The chart of Omega ratio for FIVN, currently valued at 0.82, compared to the broader market0.501.001.502.000.821.03
The chart of Calmar ratio for FIVN, currently valued at -0.56, compared to the broader market0.002.004.006.00-0.560.02
The chart of Martin ratio for FIVN, currently valued at -1.12, compared to the broader market-10.000.0010.0020.0030.00-1.120.06
FIVN
EVTC

The current FIVN Sharpe Ratio is -0.96, which is lower than the EVTC Sharpe Ratio of 0.03. The chart below compares the historical Sharpe Ratios of FIVN and EVTC, 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
-0.96
0.03
FIVN
EVTC

Dividends

FIVN vs. EVTC - Dividend Comparison

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


TTM20232022202120202019201820172016201520142013
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%
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%

Drawdowns

FIVN vs. EVTC - Drawdown Comparison

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


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

Volatility

FIVN vs. EVTC - Volatility Comparison

Five9, Inc. (FIVN) has a higher volatility of 17.52% compared to EVERTEC, Inc. (EVTC) at 7.97%. This indicates that FIVN's price experiences larger fluctuations and is considered to be riskier than EVTC 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
17.52%
7.97%
FIVN
EVTC

Financials

FIVN vs. EVTC - Financials Comparison

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