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EVR vs GS
Which Stock Would AI Choose? Evercore (EVR) vs. Goldman Sachs (GS) Stock Comparison
1) Key Takeaways
- Different scale, same theme: EVR is a pure-play independent advisory boutique (roughly $10 billion market cap), while GS is a diversified global financial institution with a market capitalization exceeding $250 billion.
- Both ride the deal-making cycle: Evercore and Goldman Sachs have each reported sharply higher investment-banking and advisory revenues as mergers and acquisitions (M&A) activity recovered.
- GS delivered a standout quarter: Goldman Sachs beat estimates on strong equities trading and record advisory fees, while Evercore posted record revenues but a slight earnings-per-share miss.
- Recent price pressure: Both stocks have pulled back below key moving averages in recent weeks amid rising bond yields and a cooling of the trading boom.
- Business model contrast: Evercore is concentrated and highly cyclical, whereas Goldman Sachs has diversified into asset and wealth management for steadier "durable" revenues.
2) Introduction
Evercore (EVR) and The Goldman Sachs Group (GS) are two of Wall Street's most recognized names in investment banking, yet they occupy very different positions in the market. This stock comparison is relevant to investors weighing a concentrated, high-beta advisory play against a diversified financial powerhouse. Both firms have benefited from a robust rebound in mergers and acquisitions (M&A), initial public offerings (IPOs), and capital-markets activity, but they diverge sharply in size, revenue mix, and risk profile. Understanding their relative performance and market positioning can help traders and long-term investors assess where each stock fits within a broader portfolio strategy.
3) EVR Overview and Recent Performance
Evercore is a leading independent investment banking advisory firm founded in 1995. Unlike large balance-sheet banks, it generates most of its revenue from M&A advisory, restructuring, underwriting, and a smaller investment-management business, positioning it as a "conflict-free" boutique serving corporations, financial sponsors, and governments.
In recent market activity, Evercore reported record second-quarter and first-half revenues. Adjusted net revenues rose about 19% year over year to roughly $1 billion, driven by strength in advisory and underwriting fees, while assets under management (AUM) in its investment-management segment grew to about $16.2 billion. However, adjusted earnings per share (EPS) of $2.91 narrowly missed consensus expectations, and elevated compensation and non-compensation expenses pressured operating income. The company has continued to return capital aggressively, repurchasing shares and maintaining a quarterly dividend of $0.89 per share.
In recent weeks, Evercore shares have traded below both their 50-day and 200-day moving averages, reflecting the broader pullback in financial stocks as rising interest rates and geopolitical concerns weighed on sentiment. The stock's concentration in advisory fees makes its revenue and earnings highly sensitive to the pace of deal activity.
4) GS Overview and Recent Performance
Goldman Sachs, founded in 1869, is a global investment bank and financial services firm spanning investment banking, global markets and trading, and asset and wealth management. Under a multi-year streamlining strategy, the firm has exited non-core consumer banking ventures — including the planned transition of its Apple Card program — to focus on its core franchises and build more durable, fee-based revenues.
Goldman's most recent quarterly results were strong. Net revenues rose about 23% year over year to roughly $18.7 billion, with diluted EPS of $17.01, up about 39%. Equities trading revenue surged roughly 72%, investment-banking fees climbed, and advisory revenue reached a record for the quarter. Annualized return on equity (ROE) improved to about 18.7%. Asset and wealth management revenues also advanced, and durable revenues now account for roughly 45% of the total.
Despite these results, the stock has faced recent market pressure. Goldman shares fell more than 20% from their summer peak and gave back most of their year-to-date gains as rising Treasury yields raised borrowing costs and cooled expectations for continued deal and trading momentum. This highlights the tension between strong fundamentals and a more uncertain macro backdrop.
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6) Head-to-Head Comparison
The clearest contrast between these two names is business model and diversification. Evercore is a concentrated, pure-play advisory franchise whose fortunes rise and fall with M&A and capital-markets volumes. Goldman Sachs, by contrast, pairs investment banking with large-scale trading, asset and wealth management, and financing businesses, creating a more balanced revenue base.
On growth drivers, both firms are leveraged to a recovering deal environment, but Goldman's equities-trading strength and expanding alternatives platform provide additional catalysts beyond advisory fees. Evercore's growth is more narrowly tied to fee income, which can be lumpy from quarter to quarter.
Risk factors also differ. Evercore carries a lean, capital-light balance sheet with minimal lending exposure, but its earnings are highly cyclical. Goldman faces balance-sheet and market-risk considerations from trading and financing, along with cost pressures, though its scale and diversified franchise offer some offset.
On market sentiment and momentum, both stocks have pulled back in recent weeks. Goldman trades at a forward price-to-earnings (P/E) ratio below many peers despite stronger earnings momentum, while Evercore's valuation reflects its smaller size and greater cyclical sensitivity. The trade-off is between a high-beta, focused growth name and a larger, more diversified institution.
7) Tickeron AI Verdict
Based on observable factors such as trend consistency, earnings momentum, revenue diversification, and relative positioning, Tickeron's AI would likely lean toward GS in the current environment. Goldman Sachs has demonstrated stronger and more broad-based earnings momentum, improving return on equity, and a diversified revenue mix that may offer greater stability than a concentrated advisory model. Evercore's pure-play exposure gives it higher upside leverage to a continued M&A rebound but also greater downside sensitivity to deal-flow disruptions. While recent price action has been challenging for both, Goldman's scale, durable revenue growth, and relative valuation tilt the probabilistic assessment in its favor, with the caveat that this outlook could shift quickly if deal activity accelerates sharply.
8) Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is EVR is a Buy and GS is a Buy.
EVR's MACD Histogram crosses above signal line
The Moving Average Convergence Divergence (MACD) for EVR turned positive on October 23, 2026. Looking at past instances where EVR's MACD turned positive, the stock continued to rise in 34 of 46 cases over the following month. The odds of a continued upward trend are 74%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 28, 2026. You may want to consider a long position or call options on EVR as a result. In 62 of 89 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 70%.
EVR moved above its 50-day moving average on October 28, 2026 date and that indicates a change from a downward trend to an upward trend.
Following a +14.52% 3-day Advance, the price is estimated to grow further. Considering data from situations where EVR advanced for three days, in 244 of 337 cases, the price rose further within the following month. The odds of a continued upward trend are 72%.
Bearish Trend Analysis
The 10-day RSI Indicator for EVR moved out of overbought territory on October 30, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 42 similar instances where the indicator moved out of overbought territory. In 26 of the 42 cases, the stock moved lower in the following days. This puts the odds of a move lower at 62%.
The Stochastic Oscillator has been in the overbought zone for 1 day. Expect a price pull-back in the near future.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where EVR declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 65%.
EVR broke above its upper Bollinger Band on October 28, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Aroon Indicator for EVR entered a downward trend on October 21, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 27 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Profit vs. Risk Rating rating for this company is 41 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 88, placing this stock slightly better than average.
The Tickeron Price Growth Rating for this company is 50 (best 1 - 100 worst), indicating steady price growth. EVR’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron PE Growth Rating for this company is 82 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Valuation Rating of 87 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (6.011) is normal, around the industry mean (3.108). P/E Ratio (15.114) is within average values for comparable stocks, (6.904). Projected Growth (PEG Ratio) (1.154) is also within normal values, averaging (0.809). Dividend Yield (0.012) settles around the average of (7.800) among similar stocks. P/S Ratio (2.339) is also within normal values, averaging (16.899).
Momentum Indicator for GS turns positive, indicating new upward trend
GS saw its Momentum Indicator move above the 0 level on October 27, 2026. This is an indication that the stock could be shifting in to a new upward move. Traders may want to consider buying the stock or buying call options. Tickeron's A.I.dvisor looked at 76 similar instances where the indicator turned positive. In 53 of the 76 cases, the stock moved higher in the following days. The odds of a move higher are at 70%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The RSI Indicator points to a transition from a downward trend to an upward trend -- in cases where GS's RSI Indicator exited the oversold zone, 16 of 23 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 70%.
The Moving Average Convergence Divergence (MACD) for GS just turned positive on October 12, 2026. Looking at past instances where GS's MACD turned positive, the stock continued to rise in 28 of 46 cases over the following month. The odds of a continued upward trend are 61%.
Following a +1.75% 3-day Advance, the price is estimated to grow further. Considering data from situations where GS advanced for three days, in 212 of 345 cases, the price rose further within the following month. The odds of a continued upward trend are 61%.
Bearish Trend Analysis
The Stochastic Oscillator has been in the overbought zone for 2 days. Expect a price pull-back in the near future.
The 50-day moving average for GS moved below the 200-day moving average on October 28, 2026. This could be a long-term bearish signal for the stock as the stock shifts to an downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where GS declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 56%.
GS broke above its upper Bollinger Band on October 27, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Aroon Indicator for GS entered a downward trend on October 26, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 4 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Profit vs. Risk Rating rating for this company is 18 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 88, placing this stock better than average.
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Price Growth Rating for this company is 56 (best 1 - 100 worst), indicating steady price growth. GS’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 64 (best 1 - 100 worst), pointing to consistent earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Valuation Rating of 88 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (2.374) is normal, around the industry mean (3.108). P/E Ratio (13.632) is within average values for comparable stocks, (6.904). Projected Growth (PEG Ratio) (1.133) is also within normal values, averaging (0.809). Dividend Yield (0.022) settles around the average of (7.800) among similar stocks. P/S Ratio (4.394) is also within normal values, averaging (16.899).
EVR | GS | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 35 | 8 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 87 Overvalued | 88 Overvalued | |
PROFIT vs RISK RATING 1..100 | 41 | 18 | |
SMR RATING 1..100 | 27 | 4 | |
PRICE GROWTH RATING 1..100 | 50 | 56 | |
P/E GROWTH RATING 1..100 | 82 | 64 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
EVR's Valuation (87) in the Investment Banks Or Brokers industry is in the same range as GS (88). This means that EVR’s stock grew similarly to GS’s over the last 12 months.
GS's Profit vs Risk Rating (18) in the Investment Banks Or Brokers industry is in the same range as EVR (41). This means that GS’s stock grew similarly to EVR’s over the last 12 months.
GS's SMR Rating (4) in the Investment Banks Or Brokers industry is in the same range as EVR (27). This means that GS’s stock grew similarly to EVR’s over the last 12 months.
EVR's Price Growth Rating (50) in the Investment Banks Or Brokers industry is in the same range as GS (56). This means that EVR’s stock grew similarly to GS’s over the last 12 months.
GS's P/E Growth Rating (64) in the Investment Banks Or Brokers industry is in the same range as EVR (82). This means that GS’s stock grew similarly to EVR’s over the last 12 months.
| EVR | GS | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 62% | 2 days ago 70% |
| Stochastic ODDS (%) | 2 days ago 60% | 2 days ago 59% |
| Momentum ODDS (%) | 2 days ago 70% | 2 days ago 70% |
| MACD ODDS (%) | 2 days ago 74% | 2 days ago 61% |
| TrendWeek ODDS (%) | 2 days ago 71% | 2 days ago 66% |
| TrendMonth ODDS (%) | 2 days ago 72% | 2 days ago 60% |
| Advances ODDS (%) | 3 days ago 72% | 3 days ago 61% |
| Declines ODDS (%) | 13 days ago 65% | 9 days ago 56% |
| BollingerBands ODDS (%) | 2 days ago 50% | 2 days ago 52% |
| Aroon ODDS (%) | 2 days ago 69% | 2 days ago 50% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
EVR’s FA Score shows that 1 FA rating(s) are green while GS’s FA Score has 2 green FA rating(s).
- EVR’s FA Score: 1 green, 4 red.
- GS’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
EVR’s TA Score shows that 4 TA indicator(s) are bullish while GS’s TA Score has 4 bullish TA indicator(s).
- EVR’s TA Score: 4 bullish, 5 bearish.
- GS’s TA Score: 4 bullish, 5 bearish.
Price Growth
EVR (@Investment Banks/Brokers) experienced а +15.33% price change this week, while GS (@Investment Banks/Brokers) price change was +2.15% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -6.08%. For the same industry, the average monthly price growth was -19.68%, and the average quarterly price growth was -21.39%.
Reported Earning Dates
EVR is expected to report earnings on Feb 03, 2027.
GS is expected to report earnings on Jan 19, 2027.
Industries' Descriptions
@Investment Banks/Brokers (-6.08% weekly)These banks specialize in underwriting (helping companies with debt financing or equity issuances), IPOs, facilitating mergers and other corporate reorganizations and acting as a broker or financial advisor for institutions. They might also trade securities on their own accounts. Investment banks potentially thrive on expanding its network of clients, since that could help them increase profits. Goldman Sachs, Morgan Stanley and CME Group Inc are some of the largest investment banking companies.
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GS and
Correlation & Price change
A.I.dvisor indicates that over the last year, GS has been closely correlated with MS. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if GS jumps, then MS could also see price increases.
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