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EVR vs GS
Which Stock Would AI Choose? Evercore Inc. (EVR) vs. Goldman Sachs Group Inc. (GS) Stock Comparison
Key Takeaways
- EVR, a boutique investment bank, boasts higher return on equity (ROE, a measure of profitability relative to shareholders' equity) at 30% versus GS's 14.6%, reflecting efficient capital use in its focused advisory business.
- GS commands a significantly larger market cap of $275 billion compared to EVR's $13.5 billion, offering greater diversification across banking, asset management, and platform solutions.
- Year-to-date, GS has outperformed with a 6% gain versus EVR's 0.3%, amid broader market positioning.
- GS trades at a lower trailing P/E ratio of 16.9 compared to EVR's 24.2, suggesting relative value in the larger peer.
- Both stocks exhibit elevated betas above 1.3, indicating sensitivity to market swings, but GS's lower beta of 1.31 implies marginally less volatility.
- Recent earnings beats for both highlight resilience in investment banking fees, though GS benefits from higher profit margins at 29%.
Introduction
This stock comparison pits EVR, a nimble independent investment bank, against GS, the global powerhouse in finance. Both operate in the competitive investment banking sector, benefiting from mergers and acquisitions (M&A) activity and capital markets volatility. Traders seeking short-term momentum plays and long-term investors eyeing sector exposure will find value here, as recent market conditions have tested advisory fees, trading volumes, and asset management growth. Understanding their relative performance, valuations, and risk profiles aids informed positioning in a dynamic environment.
EVR Overview and Recent Performance
Evercore Inc. (EVR) is an independent investment banking firm offering advisory services like M&A, restructuring, and equity capital markets, alongside wealth management for high-net-worth clients. With a market cap of about $13.5 billion, it focuses on high-margin advisory rather than broad lending. In recent weeks, EVR shares have traded around $340, down modestly year-to-date by 0.3% amid broader market fluctuations. Sentiment has been influenced by a strong Q4 2025 earnings beat in February, driving initial gains, but subsequent pullbacks reflect anticipation for Q1 2026 results due April 29. Elevated P/E at 24.2 and beta of 1.55 underscore growth expectations tempered by cyclical risks in dealmaking.
GS Overview and Recent Performance
The Goldman Sachs Group Inc. (GS) is a diversified financial giant with segments in global banking and markets, asset and wealth management (AWM), and platform solutions including consumer banking. Its $275 billion market cap dwarfs peers, supported by $61.5 billion in trailing revenue. Shares hover near $927, up 6% year-to-date, buoyed by a Q1 2026 earnings surprise in mid-April with revenue of $17.2 billion and robust EPS growth. Recent trading shows resilience with daily gains amid sector rotation, though dips occur on macro concerns. Lower P/E of 16.9, beta of 1.31, and 1.9% dividend yield attract value-oriented investors, while high profit margins at 29% reinforce stability.
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Head-to-Head Comparison
EVR and GS both thrive on investment banking fees but differ sharply in scale and diversification. EVR’s boutique model emphasizes elite advisory, yielding superior ROE (30%) and ROA (13%), ideal for growth in M&A cycles, yet exposes it to fee volatility. GS counters with breadth via AWM growth and lending, boasting higher absolute revenue and margins (29%), lower debt/equity relative to size, and steadier momentum. Valuation favors GS on P/E and price/book (2.2 vs. 6.6), while EVR offers upside in bull markets. Risks include regulatory scrutiny for both, with EVR more sensitive to deal flow slowdowns and GS to interest rate shifts. Sentiment leans positive for GS on scale, but EVR shines in relative performance during rallies.
Tickeron AI Verdict
Tickeron’s AI analysis would likely favor GS in the current environment, given its superior year-to-date gains, lower valuation multiples, recent earnings momentum, and diversified revenue streams providing stability amid volatility. EVR’s higher growth metrics offer appeal for aggressive plays, but GS edges out on trend consistency and risk-adjusted positioning, with probabilities tilting toward sustained outperformance over coming quarters.
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. Disclaimers and Limitations
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 StrongBuy.
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 undervalued. 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 whileGS’s FA Score has 4 green FA rating(s).
- EVR’s FA Score: 1 green, 4 red.
- GS’s FA Score: 4 green, 1 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, 4 bearish.
- GS’s TA Score: 4 bullish, 4 bearish.
Price Growth
EVR (@Investment Banks/Brokers) experienced а -0.42% price change this week, while GS (@Investment Banks/Brokers) price change was +1.73% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -5.89%. For the same industry, the average monthly price growth was -5.21%, and the average quarterly price growth was -14.37%.
Reported Earning Dates
EVR is expected to report earnings on Jul 29, 2026.
GS is expected to report earnings on Jul 14, 2026.
Industries' Descriptions
@Investment Banks/Brokers (-5.89% 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.
| EVR | GS | EVR / GS | |
| Capitalization | 13.1B | 322B | 4% |
| EBITDA | N/A | N/A | - |
| Gain YTD | 0.273 | 19.311 | 1% |
| P/E Ratio | 19.10 | 18.97 | 101% |
| Revenue | 4.55B | 60.4B | 8% |
| Total Cash | N/A | N/A | - |
| Total Debt | 1.16B | 435B | 0% |
EVR | GS | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 72 | 41 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 87 Overvalued | 83 Overvalued | |
PROFIT vs RISK RATING 1..100 | 34 | 7 | |
SMR RATING 1..100 | 21 | 7 | |
PRICE GROWTH RATING 1..100 | 43 | 10 | |
P/E GROWTH RATING 1..100 | 69 | 25 | |
SEASONALITY SCORE 1..100 | 75 | 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.
GS's Valuation (83) in the Investment Banks Or Brokers industry is in the same range as EVR (87). This means that GS’s stock grew similarly to EVR’s over the last 12 months.
GS's Profit vs Risk Rating (7) in the Investment Banks Or Brokers industry is in the same range as EVR (34). This means that GS’s stock grew similarly to EVR’s over the last 12 months.
GS's SMR Rating (7) in the Investment Banks Or Brokers industry is in the same range as EVR (21). This means that GS’s stock grew similarly to EVR’s over the last 12 months.
GS's Price Growth Rating (10) in the Investment Banks Or Brokers industry is somewhat better than the same rating for EVR (43). This means that GS’s stock grew somewhat faster than EVR’s over the last 12 months.
GS's P/E Growth Rating (25) in the Investment Banks Or Brokers industry is somewhat better than the same rating for EVR (69). This means that GS’s stock grew somewhat faster than EVR’s over the last 12 months.
| EVR | GS | |
|---|---|---|
| RSI ODDS (%) | N/A | 1 day ago 56% |
| Stochastic ODDS (%) | 1 day ago 55% | 1 day ago 59% |
| Momentum ODDS (%) | 1 day ago 66% | 1 day ago 62% |
| MACD ODDS (%) | 1 day ago 60% | 1 day ago 57% |
| TrendWeek ODDS (%) | 1 day ago 62% | 1 day ago 65% |
| TrendMonth ODDS (%) | 1 day ago 72% | 1 day ago 58% |
| Advances ODDS (%) | 5 days ago 73% | 5 days ago 60% |
| Declines ODDS (%) | 11 days ago 62% | 19 days ago 56% |
| BollingerBands ODDS (%) | 6 days ago 74% | 1 day ago 55% |
| Aroon ODDS (%) | 1 day ago 67% | 1 day ago 51% |
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EVR and
Correlation & Price change
A.I.dvisor indicates that over the last year, EVR has been closely correlated with MC. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if EVR jumps, then MC could also see price increases.