SF vs. EVR
SF (Stifel Financial Corp.) and EVR (Evercore Inc.) are both stocks. Both operate in the Capital Markets industry within the Financial Services sector. Over the past 10 years, SF returned 19.21%/yr vs 25.51%/yr for EVR. A 0.61 correlation means they provide meaningful diversification when combined.
Performance
SF vs. EVR - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, SF achieves a -11.05% return, which is significantly lower than EVR's 8.31% return. Over the past 10 years, SF has underperformed EVR with an annualized return of 19.21%, while EVR has yielded a comparatively higher 25.51% annualized return.
SF
- 1D
- -0.34%
- 1M
- 1.83%
- YTD
- -11.05%
- 6M
- -13.24%
- 1Y
- 13.24%
- 3Y*
- 26.90%
- 5Y*
- 13.23%
- 10Y*
- 19.21%
EVR
- 1D
- -1.98%
- 1M
- 6.20%
- YTD
- 8.31%
- 6M
- 5.75%
- 1Y
- 44.22%
- 3Y*
- 48.53%
- 5Y*
- 24.36%
- 10Y*
- 25.51%
SF vs. EVR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SF Stifel Financial Corp. | -11.05% | 20.07% | 56.37% | 21.24% | -15.57% | 40.79% | 26.32% | 47.99% | -29.86% | 19.71% |
EVR Evercore Inc. | 8.31% | 24.25% | 64.35% | 60.59% | -17.60% | 26.29% | 51.68% | 7.39% | -18.93% | 33.42% |
Correlation
The correlation between SF and EVR is 0.73, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.73 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.73 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.74 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.71 |
Correlation (All Time) Calculated using the full available price history since Aug 14, 2006 | 0.61 |
The correlation between SF and EVR shifts across timeframes, from 0.61 (all time) to 0.74 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
SF:
$8.12B
EVR:
$15.34B
SF:
$8.03
EVR:
$17.52
SF:
9.16
EVR:
20.93
SF:
1.24
EVR:
3.41
SF:
1.53
EVR:
8.61
SF:
$6.51B
EVR:
$4.58B
SF:
$5.60B
EVR:
$4.53B
SF:
$1.45B
EVR:
$1.04B
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
SF vs. EVR — Risk / Return Rank
SF
EVR
SF vs. EVR - Risk-Adjusted Trends 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.
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.
| SF | EVR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.73 | ||
| Sortino ratioReturn per unit of downside risk | -0.85 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.23 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 0.63 | 1.48 | -0.85 |
| Martin ratioReturn relative to average drawdown | 1.35 | 3.74 | -2.40 |
Loading charts...
Drawdowns
SF vs. EVR - Drawdown Comparison
The maximum SF drawdown since its inception was -78.37%, 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.
Loading charts...
Drawdown Indicators
| SF | EVR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.37% | -81.49% | +3.12% |
Max Drawdown (1Y)Largest decline over 1 year | -21.20% | -30.08% | +8.88% |
Max Drawdown (3Y)Largest decline over 3 years | -34.67% | -47.86% | +13.19% |
Max Drawdown (5Y)Largest decline over 5 years | -36.25% | -49.61% | +13.36% |
Max Drawdown (10Y)Largest decline over 10 years | -51.89% | -67.42% | +15.53% |
Current DrawdownCurrent decline from peak | -16.39% | -3.81% | -12.58% |
Average DrawdownAverage peak-to-trough decline | -29.16% | -20.82% | -8.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.85% | 11.84% | -1.99% |
Volatility
SF vs. EVR - Volatility Comparison
The current volatility for Stifel Financial Corp. (SF) is 5.71%, while Evercore Inc. (EVR) has a volatility of 10.29%. 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.
Loading charts...
Volatility by Period
| SF | EVR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.71% | 10.29% | -4.58% |
Volatility (6M)Calculated over the trailing 6-month period | 19.94% | 28.00% | -8.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.79% | 35.91% | -10.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.09% | 35.78% | -4.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.99% | 36.71% | -1.72% |
Dividends
SF vs. EVR - Dividend Comparison
SF's dividend yield for the trailing twelve months is around 1.76%, more than EVR's 0.93% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVR Evercore Inc. | 0.93% | 0.98% | 1.14% | 1.75% | 2.60% | 1.95% | 2.14% | 3.00% | 2.66% | 1.58% | 1.85% | 2.13% |
SF Stifel Financial Corp. | 1.76% | 1.47% | 1.58% | 2.08% | 2.06% | 0.85% | 0.90% | 0.99% | 1.16% | 0.34% | 0.00% | 0.00% |
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 Jun 2026, Stifel Financial Corp. reported a gross profit of 1.38B and revenue of 1.67B. Therefore, the gross margin over that period was 82.8%.
EVR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.
SF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Stifel Financial Corp. reported an operating income of 542.38M and revenue of 1.67B, resulting in an operating margin of 32.6%.
EVR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Evercore Inc. reported an operating income of 341.42M and revenue of 1.40B, resulting in an operating margin of 24.4%.
SF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Stifel Financial Corp. reported a net income of 251.42M and revenue of 1.67B, resulting in a net margin of 15.1%.
EVR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 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
SF and EVR have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EVR has higher volatility (10.29%) compared to SF (5.71%). In terms of maximum drawdown, SF dropped -78.37% vs EVR's -81.49%.
EVR currently has the higher Sharpe Ratio (1.25 vs 0.52), 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 SF and EVR
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