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 20.18%/yr vs 23.19%/yr for EVR. Their 0.61 correlation means they have sometimes moved together and sometimes differently.
Performance
SF vs. EVR - Performance Comparison
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Returns By Period
In the year-to-date period, SF achieves a 0.73% return, which is significantly higher than EVR's -5.30% return. Over the past 10 years, SF has underperformed EVR with an annualized return of 20.18%, while EVR has yielded a comparatively higher 23.19% annualized return.
SF
- 1D
- 0.34%
- 1M
- 13.31%
- 6M
- 2.30%
- YTD
- 0.73%
- 1Y
- 14.35%
- 3Y*
- 27.68%
- 5Y*
- 15.52%
- 10Y*
- 20.18%
- ALL TIME*
- 9.70%
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 | |
| $107.92M | $97.45M | $103.52M |
SF vs. EVR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SF Stifel Financial Corp. | 0.73% | 20.07% | 56.37% | 21.24% | -15.57% | 40.79% | 26.32% | 47.99% | -29.86% | 19.71% |
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 SF and EVR is 0.72, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.72 |
Correlation (3Y) Balances recent behavior with more history. | 0.73 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.74 |
Correlation (10Y) Provides a long-term view across more market conditions. | 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:
$12.57B
EVR:
$12.40B
SF:
$8.00
EVR:
$17.50
SF:
10.36
EVR:
18.32
SF:
1.40
EVR:
2.88
SF:
$6.51B
EVR:
$4.73B
SF:
$5.60B
EVR:
$4.69B
SF:
$1.45B
EVR:
$1.04B
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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 | +0.23 | ||
| Sortino ratioReturn per unit of downside risk | +0.23 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.07 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 0.50 | 0.25 | +0.25 |
| Martin ratioReturn relative to average drawdown | 1.06 | 0.61 | +0.45 |
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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.
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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 | -22.73% | -30.08% | +7.35% |
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 | -5.32% | -15.90% | +10.58% |
Average DrawdownAverage peak-to-trough decline | -29.12% | -20.77% | -8.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.81% | 12.41% | -1.60% |
Volatility
SF vs. EVR - Volatility Comparison
The current volatility for Stifel Financial Corp. (SF) is 8.08%, while Evercore Inc. (EVR) has a volatility of 15.30%. 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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Volatility by Period
| SF | EVR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.08% | 15.30% | -7.22% |
Volatility (6M)Calculated over the trailing 6-month period | 21.26% | 30.67% | -9.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.72% | 37.94% | -11.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.12% | 36.11% | -4.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.95% | 36.70% | -1.75% |
Dividends
SF vs. EVR - Dividend Comparison
SF's dividend yield for the trailing twelve months is around 1.95%, 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% |
SF Stifel Financial Corp. | 1.95% | 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 Aug 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 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%.
SF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 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 Aug 2026, Evercore Inc. reported an operating income of 146.58M and revenue of 990.20M, resulting in an operating margin of 14.8%.
SF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 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 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
SF and EVR have a correlation of 0.72, 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 SF (8.08%). In terms of maximum drawdown, SF dropped -78.37% vs EVR's -81.49%.
SF currently has the higher Sharpe Ratio (0.43 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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