MUSA vs. EVR
MUSA (Murphy USA Inc.) and EVR (Evercore Inc.) are both stocks. MUSA operates in Specialty Retail (Consumer Cyclical), while EVR operates in Capital Markets (Financial Services). Over the past 10 years, MUSA returned 23.68%/yr vs 23.46%/yr for EVR. At a 0.24 correlation, their price movements are largely independent.
Performance
MUSA vs. EVR - Performance Comparison
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Returns By Period
In the year-to-date period, MUSA achieves a 54.76% return, which is significantly higher than EVR's -1.47% return. Both investments have delivered pretty close results over the past 10 years, with MUSA having a 23.68% annualized return and EVR not far behind at 23.46%.
MUSA
- 1D
- 0.68%
- 1M
- 12.97%
- 6M
- 41.44%
- YTD
- 54.76%
- 1Y
- 48.81%
- 3Y*
- 25.68%
- 5Y*
- 35.03%
- 10Y*
- 23.68%
- ALL TIME*
- 24.47%
EVR
- 1D
- -2.35%
- 1M
- -10.27%
- 6M
- -11.51%
- YTD
- -1.47%
- 1Y
- 12.89%
- 3Y*
- 35.98%
- 5Y*
- 22.25%
- 10Y*
- 23.46%
- ALL TIME*
- 16.31%
MUSA vs. EVR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MUSA Murphy USA Inc. | 54.76% | -19.15% | 41.27% | 28.20% | 41.02% | 53.33% | 12.06% | 52.66% | -4.63% | 30.73% |
EVR Evercore Inc. | -1.47% | 24.25% | 64.35% | 60.59% | -17.60% | 26.29% | 51.68% | 7.39% | -18.93% | 33.42% |
Correlation
The correlation between MUSA and EVR is -0.11, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.08 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.15 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Aug 19, 2013 | 0.24 |
The correlation between MUSA and EVR shifts across timeframes, from -0.11 (1 year) to 0.24 (all time), reflecting how their relationship changes across market environments.
Fundamentals
MUSA:
$11.50B
EVR:
$12.90B
MUSA:
$29.26
EVR:
$17.70
MUSA:
21.29
EVR:
18.84
MUSA:
1.16
EVR:
3.28
MUSA:
0.60
EVR:
3.07
MUSA:
17.69
EVR:
7.83
MUSA:
$19.68B
EVR:
$4.58B
MUSA:
$487.10M
EVR:
$4.53B
MUSA:
$1.06B
EVR:
$1.04B
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Return for Risk
MUSA vs. EVR — Risk / Return Rank
MUSA
EVR
MUSA vs. EVR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Murphy USA Inc. (MUSA) and Evercore Inc. (EVR). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MUSA | EVR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.87 | ||
| Sortino ratioReturn per unit of downside risk | +1.04 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.09 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 2.49 | 0.43 | +2.06 |
| Martin ratioReturn relative to average drawdown | 4.91 | 1.06 | +3.85 |
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Drawdowns
MUSA vs. EVR - Drawdown Comparison
The maximum MUSA drawdown since its inception was -35.54%, smaller than the maximum EVR drawdown of -81.49%. Use the drawdown chart below to compare losses from any high point for MUSA and EVR.
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Drawdown Indicators
| MUSA | EVR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.54% | -81.49% | +45.95% |
Max Drawdown (1Y)Largest decline over 1 year | -19.72% | -30.08% | +10.36% |
Max Drawdown (3Y)Largest decline over 3 years | -35.54% | -47.86% | +12.32% |
Max Drawdown (5Y)Largest decline over 5 years | -35.54% | -49.61% | +14.07% |
Max Drawdown (10Y)Largest decline over 10 years | -35.54% | -67.42% | +31.88% |
Current DrawdownCurrent decline from peak | 0.00% | -12.49% | +12.49% |
Average DrawdownAverage peak-to-trough decline | -9.96% | -20.78% | +10.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.97% | 12.15% | -2.18% |
Volatility
MUSA vs. EVR - Volatility Comparison
Murphy USA Inc. (MUSA) has a higher volatility of 11.32% compared to Evercore Inc. (EVR) at 10.70%. This indicates that MUSA's price experiences larger fluctuations and is considered to be riskier than EVR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MUSA | EVR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.32% | 10.70% | +0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 32.19% | 28.64% | +3.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 40.04% | 36.38% | +3.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.87% | 35.79% | -4.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.59% | 36.54% | -4.95% |
Dividends
MUSA vs. EVR - Dividend Comparison
MUSA's dividend yield for the trailing twelve months is around 0.39%, less than EVR's 1.02% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVR Evercore Inc. | 1.02% | 0.98% | 1.14% | 1.75% | 2.60% | 1.95% | 2.14% | 3.00% | 2.66% | 1.58% | 1.85% | 2.13% |
MUSA Murphy USA Inc. | 0.39% | 0.53% | 0.36% | 0.43% | 0.45% | 0.52% | 0.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
MUSA vs. EVR - Financials Comparison
This section allows you to compare key financial metrics between Murphy USA Inc. and Evercore 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
MUSA vs. EVR - Profitability Comparison
MUSA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Murphy USA Inc. reported a gross profit of 0.00 and revenue of 4.82B. Therefore, the gross margin over that period was 0.0%.
EVR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Evercore Inc. reported a gross profit of 1.37B and revenue of 1.40B. Therefore, the gross margin over that period was 98.0%.
MUSA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Murphy USA Inc. reported an operating income of 205.20M and revenue of 4.82B, resulting in an operating margin of 4.3%.
EVR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Evercore Inc. reported an operating income of 341.42M and revenue of 1.40B, resulting in an operating margin of 24.4%.
MUSA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Murphy USA Inc. reported a net income of 136.30M and revenue of 4.82B, resulting in a net margin of 2.8%.
EVR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Evercore Inc. reported a net income of 301.24M and revenue of 1.40B, resulting in a net margin of 21.5%.
Frequently Asked Questions
MUSA and EVR have a correlation of -0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MUSA has higher volatility (11.32%) compared to EVR (10.70%). In terms of maximum drawdown, MUSA dropped -35.54% vs EVR's -81.49%.
MUSA currently has the higher Sharpe Ratio (1.23 vs 0.36), 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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