NU vs. EVER
NU (Nu Holdings Ltd.) and EVER (EverQuote, Inc.) are both stocks. NU operates in Banks - Diversified (Financial Services), while EVER operates in Internet Content & Information (Communication Services). Over the past 3 years, NU returned 15.70%/yr vs 34.46%/yr for EVER. At a 0.26 correlation, their price movements are largely independent.
Performance
NU vs. EVER - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, NU achieves a -30.70% return, which is significantly lower than EVER's -28.52% return.
NU
- 1D
- -3.09%
- 1M
- -15.94%
- YTD
- -30.70%
- 6M
- -30.20%
- 1Y
- -4.53%
- 3Y*
- 15.70%
- 5Y*
- —
- 10Y*
- —
EVER
- 1D
- -0.10%
- 1M
- -5.85%
- YTD
- -28.52%
- 6M
- -27.77%
- 1Y
- -23.93%
- 3Y*
- 34.46%
- 5Y*
- -10.62%
- 10Y*
- —
NU vs. EVER - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
NU Nu Holdings Ltd. | -30.70% | 61.58% | 24.37% | 104.67% | -56.61% | -9.20% |
EVER EverQuote, Inc. | -28.52% | 35.07% | 63.32% | -16.96% | -5.87% | 2.42% |
Correlation
The correlation between NU and EVER is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Dec 10, 2021 | 0.26 |
The correlation between NU and EVER shifts across timeframes, from 0.13 (1 year) to 0.26 (all time), reflecting how their relationship changes across market environments.
Fundamentals
NU:
$56.96B
EVER:
$712.98M
NU:
$0.65
EVER:
$2.92
NU:
17.87
EVER:
6.60
NU:
0.27
EVER:
0.03
NU:
3.24
EVER:
1.01
NU:
$17.54B
EVER:
$716.74M
NU:
$7.67B
EVER:
$698.48M
NU:
$4.14B
EVER:
$78.59M
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
NU vs. EVER — Risk / Return Rank
NU
EVER
NU vs. EVER - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nu Holdings Ltd. (NU) and EverQuote, Inc. (EVER). 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.
| NU | EVER | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.18 | ||
| Sortino ratioReturn per unit of downside risk | +0.13 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.00 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | -0.12 | -0.49 | +0.37 |
| Martin ratioReturn relative to average drawdown | -0.31 | -0.95 | +0.64 |
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 charts...
Sharpe Ratios by Period
| NU | EVER | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.12 | -0.30 | +0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | -0.15 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.05 | 0.01 | +0.03 |
Drawdowns
NU vs. EVER - Drawdown Comparison
The maximum NU drawdown since its inception was -72.07%, smaller than the maximum EVER drawdown of -91.18%. Use the drawdown chart below to compare losses from any high point for NU and EVER.
Loading charts...
Drawdown Indicators
| NU | EVER | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.07% | -91.18% | +19.11% |
Max Drawdown (1Y)Largest decline over 1 year | -38.17% | -48.80% | +10.63% |
Max Drawdown (3Y)Largest decline over 3 years | -39.58% | -51.97% | +12.39% |
Max Drawdown (5Y)Largest decline over 5 years | — | -84.02% | — |
Current DrawdownCurrent decline from peak | -38.17% | -69.26% | +31.09% |
Average DrawdownAverage peak-to-trough decline | -29.77% | -57.62% | +27.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.69% | 25.26% | -10.57% |
Volatility
NU vs. EVER - Volatility Comparison
The current volatility for Nu Holdings Ltd. (NU) is 14.24%, while EverQuote, Inc. (EVER) has a volatility of 15.86%. This indicates that NU experiences smaller price fluctuations and is considered to be less risky than EVER based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| NU | EVER | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.24% | 15.86% | -1.62% |
Volatility (6M)Calculated over the trailing 6-month period | 28.87% | 64.04% | -35.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 39.10% | 80.09% | -40.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 58.43% | 72.73% | -14.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 58.43% | 75.89% | -17.46% |
Dividends
NU vs. EVER - Dividend Comparison
Neither NU nor EVER has paid dividends to shareholders.
Financials
NU vs. EVER - Financials Comparison
This section allows you to compare key financial metrics between Nu Holdings Ltd. and EverQuote, 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
NU vs. EVER - Profitability Comparison
NU - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Nu Holdings Ltd. reported a gross profit of 2.00B and revenue of 4.98B. Therefore, the gross margin over that period was 40.2%.
EVER - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, EverQuote, Inc. reported a gross profit of 186.59M and revenue of 190.85M. Therefore, the gross margin over that period was 97.8%.
NU - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Nu Holdings Ltd. reported an operating income of 954.31M and revenue of 4.98B, resulting in an operating margin of 19.2%.
EVER - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, EverQuote, Inc. reported an operating income of 23.42M and revenue of 190.85M, resulting in an operating margin of 12.3%.
NU - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Nu Holdings Ltd. reported a net income of 872.06M and revenue of 4.98B, resulting in a net margin of 17.5%.
EVER - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, EverQuote, Inc. reported a net income of 18.67M and revenue of 190.85M, resulting in a net margin of 9.8%.
Frequently Asked Questions
NU and EVER have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EVER has higher volatility (15.86%) compared to NU (14.24%). In terms of maximum drawdown, NU dropped -72.07% vs EVER's -91.18%.
NU currently has the higher Sharpe Ratio (-0.12 vs -0.30), 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.
Find the right allocation for NU and EVER
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer