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TW vs. EVR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between TW and EVR is 0.41, 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

TW vs. EVR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Tradeweb Markets Inc. (TW) and Evercore Inc. (EVR). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

TW:

1.31

EVR:

0.36

Sortino Ratio

TW:

1.68

EVR:

0.83

Omega Ratio

TW:

1.26

EVR:

1.11

Calmar Ratio

TW:

2.12

EVR:

0.35

Martin Ratio

TW:

7.56

EVR:

0.88

Ulcer Index

TW:

4.44%

EVR:

18.84%

Daily Std Dev

TW:

25.32%

EVR:

45.79%

Max Drawdown

TW:

-48.64%

EVR:

-81.49%

Current Drawdown

TW:

-3.07%

EVR:

-26.04%

Fundamentals

Market Cap

TW:

$31.55B

EVR:

$8.95B

EPS

TW:

$2.43

EVR:

$10.46

PE Ratio

TW:

59.44

EVR:

22.13

PEG Ratio

TW:

4.13

EVR:

1.13

PS Ratio

TW:

17.30

EVR:

2.89

PB Ratio

TW:

5.19

EVR:

5.94

Total Revenue (TTM)

TW:

$1.83B

EVR:

$3.11B

Gross Profit (TTM)

TW:

$1.29B

EVR:

$3.07B

EBITDA (TTM)

TW:

$1.02B

EVR:

$602.21M

Returns By Period

In the year-to-date period, TW achieves a 10.43% return, which is significantly higher than EVR's -15.91% return.


TW

YTD

10.43%

1M

1.83%

6M

6.78%

1Y

32.96%

3Y*

29.27%

5Y*

18.16%

10Y*

N/A

EVR

YTD

-15.91%

1M

8.75%

6M

-24.29%

1Y

15.54%

3Y*

29.05%

5Y*

36.09%

10Y*

18.73%

*Annualized

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Tradeweb Markets Inc.

Evercore Inc.

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

TW vs. EVR — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TW
The Risk-Adjusted Performance Rank of TW is 8787
Overall Rank
The Sharpe Ratio Rank of TW is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of TW is 8080
Sortino Ratio Rank
The Omega Ratio Rank of TW is 8484
Omega Ratio Rank
The Calmar Ratio Rank of TW is 9393
Calmar Ratio Rank
The Martin Ratio Rank of TW is 9191
Martin Ratio Rank

EVR
The Risk-Adjusted Performance Rank of EVR is 6363
Overall Rank
The Sharpe Ratio Rank of EVR is 6565
Sharpe Ratio Rank
The Sortino Ratio Rank of EVR is 6161
Sortino Ratio Rank
The Omega Ratio Rank of EVR is 6161
Omega Ratio Rank
The Calmar Ratio Rank of EVR is 6767
Calmar Ratio Rank
The Martin Ratio Rank of EVR is 6363
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

TW vs. EVR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Tradeweb Markets Inc. (TW) 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.


The current TW Sharpe Ratio is 1.31, which is higher than the EVR Sharpe Ratio of 0.36. The chart below compares the historical Sharpe Ratios of TW and EVR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

TW vs. EVR - Dividend Comparison

TW's dividend yield for the trailing twelve months is around 0.37%, less than EVR's 1.40% yield.


TTM20242023202220212020201920182017201620152014
TW
Tradeweb Markets Inc.
0.37%0.31%0.40%0.49%0.32%0.51%0.52%0.00%0.00%0.00%0.00%0.00%
EVR
Evercore Inc.
1.40%1.14%1.75%2.60%1.95%2.14%3.00%2.66%1.58%1.85%2.13%1.97%

Drawdowns

TW vs. EVR - Drawdown Comparison

The maximum TW drawdown since its inception was -48.64%, smaller than the maximum EVR drawdown of -81.49%. Use the drawdown chart below to compare losses from any high point for TW and EVR.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

TW vs. EVR - Volatility Comparison

The current volatility for Tradeweb Markets Inc. (TW) is 6.82%, while Evercore Inc. (EVR) has a volatility of 12.29%. This indicates that TW 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

TW vs. EVR - Financials Comparison

This section allows you to compare key financial metrics between Tradeweb Markets Inc. 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00200.00M400.00M600.00M800.00M1.00B1.20B20212022202320242025
509.68M
699.02M
(TW) Total Revenue
(EVR) Total Revenue
Values in USD except per share items

TW vs. EVR - Profitability Comparison

The chart below illustrates the profitability comparison between Tradeweb Markets Inc. and Evercore Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%40.0%60.0%80.0%100.0%20212022202320242025
65.3%
98.7%
(TW) Gross Margin
(EVR) Gross Margin
TW - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Tradeweb Markets Inc. reported a gross profit of 332.80M and revenue of 509.68M. Therefore, the gross margin over that period was 65.3%.

EVR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.

TW - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Tradeweb Markets Inc. reported an operating income of 204.10M and revenue of 509.68M, resulting in an operating margin of 40.1%.

EVR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Evercore Inc. reported an operating income of 112.06M and revenue of 699.02M, resulting in an operating margin of 16.0%.

TW - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Tradeweb Markets Inc. reported a net income of 148.38M and revenue of 509.68M, resulting in a net margin of 29.1%.

EVR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Evercore Inc. reported a net income of 146.18M and revenue of 699.02M, resulting in a net margin of 20.9%.