NBTB vs. EVR
Compare and contrast key facts about NBT Bancorp Inc. (NBTB) and Evercore Inc. (EVR).
Performance
NBTB vs. EVR - Performance Comparison
Loading graphics...
NBTB vs. EVR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NBTB NBT Bancorp Inc. | 3.45% | -10.19% | 17.66% | -0.10% | 16.03% | 23.61% | -18.20% | 20.59% | -3.54% | -9.93% |
EVR Evercore Inc. | -12.04% | 24.25% | 64.35% | 60.59% | -17.60% | 26.29% | 51.68% | 7.39% | -18.93% | 33.42% |
Fundamentals
NBTB:
$2.24B
EVR:
$12.79B
NBTB:
$3.46
EVR:
$13.80
NBTB:
12.31
EVR:
21.64
NBTB:
2.31
EVR:
3.30
NBTB:
$902.24M
EVR:
$3.88B
NBTB:
$663.64M
EVR:
$3.05B
NBTB:
$238.31M
EVR:
$789.94M
Returns By Period
In the year-to-date period, NBTB achieves a 3.45% return, which is significantly higher than EVR's -12.04% return. Over the past 10 years, NBTB has underperformed EVR with an annualized return of 7.77%, while EVR has yielded a comparatively higher 21.62% annualized return.
NBTB
- 1D
- 1.33%
- 1M
- 0.54%
- YTD
- 3.45%
- 6M
- 3.78%
- 1Y
- 2.70%
- 3Y*
- 11.77%
- 5Y*
- 4.77%
- 10Y*
- 7.77%
EVR
- 1D
- 4.66%
- 1M
- -3.34%
- YTD
- -12.04%
- 6M
- -11.04%
- 1Y
- 51.18%
- 3Y*
- 39.44%
- 5Y*
- 19.25%
- 10Y*
- 21.62%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
NBTB vs. EVR — Risk / Return Rank
NBTB
EVR
NBTB vs. EVR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for NBT Bancorp Inc. (NBTB) 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.
| NBTB | EVR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.10 | 1.17 | -1.07 |
Sortino ratioReturn per unit of downside risk | 0.34 | 1.63 | -1.29 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.24 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 0.18 | 1.71 | -1.52 |
Martin ratioReturn relative to average drawdown | 0.36 | 4.55 | -4.19 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| NBTB | EVR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.10 | 1.17 | -1.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.54 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.26 | 0.59 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.39 | -0.18 |
Correlation
The correlation between NBTB and EVR is 0.52, 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.
Dividends
NBTB vs. EVR - Dividend Comparison
NBTB's dividend yield for the trailing twelve months is around 3.41%, more than EVR's 1.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBTB NBT Bancorp Inc. | 3.41% | 3.42% | 2.76% | 2.96% | 2.67% | 2.86% | 3.36% | 2.59% | 2.86% | 2.50% | 2.15% | 3.12% |
EVR Evercore Inc. | 1.13% | 0.98% | 1.14% | 1.75% | 2.60% | 1.95% | 2.14% | 3.00% | 2.66% | 1.58% | 1.85% | 2.13% |
Drawdowns
NBTB vs. EVR - Drawdown Comparison
The maximum NBTB drawdown since its inception was -69.80%, smaller than the maximum EVR drawdown of -81.49%. Use the drawdown chart below to compare losses from any high point for NBTB and EVR.
Loading graphics...
Drawdown Indicators
| NBTB | EVR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.80% | -81.49% | +11.69% |
Max Drawdown (1Y)Largest decline over 1 year | -12.17% | -30.08% | +17.91% |
Max Drawdown (5Y)Largest decline over 5 years | -37.88% | -49.61% | +11.73% |
Max Drawdown (10Y)Largest decline over 10 years | -37.88% | -67.42% | +29.54% |
Current DrawdownCurrent decline from peak | -15.20% | -21.88% | +6.68% |
Average DrawdownAverage peak-to-trough decline | -18.53% | -20.94% | +2.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.21% | 11.28% | -5.07% |
Volatility
NBTB vs. EVR - Volatility Comparison
The current volatility for NBT Bancorp Inc. (NBTB) is 5.37%, while Evercore Inc. (EVR) has a volatility of 12.59%. This indicates that NBTB experiences smaller price fluctuations and is considered to be less risky than EVR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| NBTB | EVR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.37% | 12.59% | -7.22% |
Volatility (6M)Calculated over the trailing 6-month period | 18.81% | 28.29% | -9.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.31% | 44.14% | -16.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.98% | 35.57% | -6.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.90% | 36.79% | -6.89% |
Financials
NBTB vs. EVR - Financials Comparison
This section allows you to compare key financial metrics between NBT Bancorp 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
NBTB vs. EVR - Profitability Comparison
NBTB - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, NBT Bancorp Inc. reported a gross profit of 181.38M and revenue of 238.25M. Therefore, the gross margin over that period was 76.1%.
EVR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Evercore Inc. reported a gross profit of 485.28M and revenue of 1.30B. Therefore, the gross margin over that period was 37.4%.
NBTB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, NBT Bancorp Inc. reported an operating income of 69.69M and revenue of 238.25M, resulting in an operating margin of 29.3%.
EVR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Evercore Inc. reported an operating income of 430.22M and revenue of 1.30B, resulting in an operating margin of 33.2%.
NBTB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, NBT Bancorp Inc. reported a net income of 55.51M and revenue of 238.25M, resulting in a net margin of 23.3%.
EVR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Evercore Inc. reported a net income of 203.95M and revenue of 1.30B, resulting in a net margin of 15.7%.