NBTB vs. EVR
NBTB (NBT Bancorp Inc.) and EVR (Evercore Inc.) are both stocks. Both are in the Financial Services sector — NBTB in Banks - Regional, EVR in Capital Markets. Over the past 10 years, NBTB returned 9.15%/yr vs 23.19%/yr for EVR. Their 0.51 correlation means they have sometimes moved together and sometimes differently.
Performance
NBTB vs. EVR - Performance Comparison
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Returns By Period
In the year-to-date period, NBTB achieves a 28.95% return, which is significantly higher than EVR's -5.30% return. Over the past 10 years, NBTB has underperformed EVR with an annualized return of 9.15%, while EVR has yielded a comparatively higher 23.19% annualized return.
NBTB
- 1D
- -0.53%
- 1M
- 5.13%
- 6M
- 20.50%
- YTD
- 28.95%
- 1Y
- 34.30%
- 3Y*
- 15.75%
- 5Y*
- 12.14%
- 10Y*
- 9.15%
- ALL TIME*
- 8.08%
EVR
- 1D
- 2.46%
- 1M
- -6.44%
- 6M
- -8.79%
- YTD
- -5.30%
- 1Y
- 10.17%
- 3Y*
- 35.24%
- 5Y*
- 21.56%
- 10Y*
- 23.19%
- ALL TIME*
- 16.05%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $194.28M | $168.85M | $154.35M | |
NBTB NBT Bancorp Inc. | $24.47M | $21.80M | $18.21M |
NBTB vs. EVR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NBTB NBT Bancorp Inc. | 28.95% | -10.19% | 17.66% | -0.10% | 16.03% | 23.61% | -18.20% | 20.59% | -3.54% | -9.93% |
EVR Evercore Inc. | -5.30% | 24.25% | 64.35% | 60.59% | -17.60% | 26.29% | 51.68% | 7.39% | -18.93% | 33.42% |
Correlation
The correlation between NBTB and EVR is 0.39, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.39 |
Correlation (3Y) Balances recent behavior with more history. | 0.52 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.51 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.54 |
Correlation (All Time) Calculated using the full available price history since Aug 14, 2006 | 0.51 |
The correlation between NBTB and EVR shifts across timeframes, from 0.39 (1 year) to 0.54 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
NBTB:
$2.74B
EVR:
$12.40B
NBTB:
$5.64
EVR:
$17.50
NBTB:
9.34
EVR:
18.32
NBTB:
2.23
EVR:
2.88
NBTB:
$895.57M
EVR:
$4.73B
NBTB:
$543.26M
EVR:
$4.69B
NBTB:
$223.42M
EVR:
$1.04B
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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.
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.
| NBTB | EVR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.07 | ||
| Sortino ratioReturn per unit of downside risk | +1.39 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.07 | +0.17 |
| Calmar ratioReturn relative to maximum drawdown | 2.61 | 0.25 | +2.36 |
| Martin ratioReturn relative to average drawdown | 5.98 | 0.61 | +5.37 |
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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.
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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 (3Y)Largest decline over 3 years | -25.67% | -47.86% | +22.19% |
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 | -2.97% | -15.90% | +12.93% |
Average DrawdownAverage peak-to-trough decline | -18.41% | -20.77% | +2.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.31% | 12.41% | -7.10% |
Volatility
NBTB vs. EVR - Volatility Comparison
The current volatility for NBT Bancorp Inc. (NBTB) is 6.49%, while Evercore Inc. (EVR) has a volatility of 15.30%. 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.
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Volatility by Period
| NBTB | EVR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.49% | 15.30% | -8.81% |
Volatility (6M)Calculated over the trailing 6-month period | 16.25% | 30.67% | -14.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.12% | 37.94% | -12.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.66% | 36.11% | -7.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.85% | 36.70% | -6.85% |
Dividends
NBTB vs. EVR - Dividend Comparison
NBTB's dividend yield for the trailing twelve months is around 2.81%, more than EVR's 1.06% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVR Evercore Inc. | 1.06% | 0.98% | 1.14% | 1.75% | 2.60% | 1.95% | 2.14% | 3.00% | 2.66% | 1.58% | 1.85% | 2.13% |
NBTB NBT Bancorp Inc. | 2.81% | 3.42% | 2.76% | 2.96% | 2.67% | 2.86% | 3.36% | 2.59% | 2.86% | 2.50% | 2.15% | 3.12% |
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 Aug 2026, NBT Bancorp Inc. reported a gross profit of 0.00 and revenue of 185.76M. 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 Aug 2026, Evercore Inc. reported a gross profit of 990.20M and revenue of 990.20M. Therefore, the gross margin over that period was 100.0%.
NBTB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, NBT Bancorp Inc. reported an operating income of 0.00 and revenue of 185.76M, resulting in an operating margin of 0.0%.
EVR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Evercore Inc. reported an operating income of 146.58M and revenue of 990.20M, resulting in an operating margin of 14.8%.
NBTB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, NBT Bancorp Inc. reported a net income of 53.03M and revenue of 185.76M, resulting in a net margin of 28.6%.
EVR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Evercore Inc. reported a net income of 95.28M and revenue of 990.20M, resulting in a net margin of 9.6%.
Frequently Asked Questions
NBTB and EVR have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EVR has higher volatility (15.30%) compared to NBTB (6.49%). In terms of maximum drawdown, NBTB dropped -69.80% vs EVR's -81.49%.
NBTB currently has the higher Sharpe Ratio (1.27 vs 0.20), 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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