Correlation
The correlation between SF and EVR is 0.58, 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.
SF vs. EVR
Compare and contrast key facts about Stifel Financial Corp. (SF) and Evercore Inc. (EVR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SF or EVR.
Performance
SF vs. EVR - Performance Comparison
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Key characteristics
SF:
0.58
EVR:
0.36
SF:
1.01
EVR:
0.83
SF:
1.14
EVR:
1.11
SF:
0.56
EVR:
0.35
SF:
1.64
EVR:
0.88
SF:
11.82%
EVR:
18.84%
SF:
36.73%
EVR:
45.79%
SF:
-78.40%
EVR:
-81.49%
SF:
-19.53%
EVR:
-26.04%
Fundamentals
SF:
$9.75B
EVR:
$9.08B
SF:
$5.24
EVR:
$10.60
SF:
18.12
EVR:
22.17
SF:
0.85
EVR:
1.13
SF:
1.94
EVR:
2.94
SF:
2.01
EVR:
5.96
SF:
$5.50B
EVR:
$3.11B
SF:
$4.50B
EVR:
$3.07B
SF:
$1.42B
EVR:
$602.21M
Returns By Period
In the year-to-date period, SF achieves a -10.79% return, which is significantly higher than EVR's -15.91% return. Over the past 10 years, SF has underperformed EVR with an annualized return of 11.02%, while EVR has yielded a comparatively higher 18.73% annualized return.
SF
-10.79%
9.95%
-17.98%
21.34%
15.82%
26.25%
11.02%
EVR
-15.91%
13.17%
-24.29%
16.54%
29.05%
36.09%
18.73%
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Risk-Adjusted Performance
SF vs. EVR — Risk-Adjusted Performance Rank
SF
EVR
SF vs. EVR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Stifel Financial Corp. (SF) 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.
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Dividends
SF vs. EVR - Dividend Comparison
SF's dividend yield for the trailing twelve months is around 1.83%, more than EVR's 1.75% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SF Stifel Financial Corp. | 1.83% | 1.58% | 2.08% | 2.06% | 0.85% | 0.90% | 0.99% | 1.16% | 0.34% | 0.00% | 0.00% | 0.00% |
EVR Evercore Inc. | 1.75% | 1.14% | 1.75% | 2.60% | 1.95% | 2.14% | 3.00% | 2.66% | 1.58% | 1.85% | 2.13% | 1.97% |
Drawdowns
SF vs. EVR - Drawdown Comparison
The maximum SF drawdown since its inception was -78.40%, roughly equal to the maximum EVR drawdown of -81.49%. Use the drawdown chart below to compare losses from any high point for SF and EVR.
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Volatility
SF vs. EVR - Volatility Comparison
The current volatility for Stifel Financial Corp. (SF) is 10.01%, while Evercore Inc. (EVR) has a volatility of 12.29%. This indicates that SF 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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Financials
SF vs. EVR - Financials Comparison
This section allows you to compare key financial metrics between Stifel Financial Corp. 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
SF vs. EVR - Profitability Comparison
SF - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Stifel Financial Corp. reported a gross profit of 1.02B and revenue of 1.47B. Therefore, the gross margin over that period was 69.3%.
EVR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Evercore Inc. reported a gross profit of 689.70M and revenue of 699.02M. Therefore, the gross margin over that period was 98.7%.
SF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Stifel Financial Corp. reported an operating income of 289.60M and revenue of 1.47B, resulting in an operating margin of 19.7%.
EVR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Evercore Inc. reported an operating income of 112.06M and revenue of 699.02M, resulting in an operating margin of 16.0%.
SF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Stifel Financial Corp. reported a net income of 52.99M and revenue of 1.47B, resulting in a net margin of 3.6%.
EVR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Evercore Inc. reported a net income of 146.18M and revenue of 699.02M, resulting in a net margin of 20.9%.