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.
Correlation
The correlation between SF and EVR is 0.61, 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.
Performance
SF vs. EVR - Performance Comparison
Key characteristics
SF:
0.42
EVR:
-0.06
SF:
0.83
EVR:
0.22
SF:
1.12
EVR:
1.03
SF:
0.42
EVR:
-0.06
SF:
1.60
EVR:
-0.18
SF:
9.07%
EVR:
15.35%
SF:
34.98%
EVR:
43.93%
SF:
-78.40%
EVR:
-81.49%
SF:
-28.56%
EVR:
-43.23%
Fundamentals
SF:
$8.68B
EVR:
$6.98B
SF:
$6.25
EVR:
$9.07
SF:
13.38
EVR:
19.66
SF:
0.85
EVR:
1.13
SF:
1.76
EVR:
2.34
SF:
1.78
EVR:
4.18
SF:
$4.03B
EVR:
$2.41B
SF:
$3.49B
EVR:
$1.87B
SF:
$806.52M
EVR:
$258.26M
Returns By Period
In the year-to-date period, SF achieves a -20.80% return, which is significantly higher than EVR's -35.45% return. Over the past 10 years, SF has underperformed EVR with an annualized return of 10.11%, while EVR has yielded a comparatively higher 16.44% annualized return.
SF
-20.80%
-13.65%
-16.42%
14.57%
26.62%
10.11%
EVR
-35.45%
-12.63%
-35.15%
-2.15%
29.41%
16.44%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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.
Dividends
SF vs. EVR - Dividend Comparison
SF's dividend yield for the trailing twelve months is around 2.06%, more than EVR's 1.79% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SF Stifel Financial Corp. | 2.06% | 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. | 1.79% | 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. For additional features, visit the drawdowns tool.
Volatility
SF vs. EVR - Volatility Comparison
The current volatility for Stifel Financial Corp. (SF) is 22.25%, while Evercore Inc. (EVR) has a volatility of 27.40%. 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.
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