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EVR vs RJF
Which Stock Would AI Choose? Evercore Inc. (EVR) vs. Raymond James Financial, Inc. (RJF) Stock Comparison
Key Takeaways
- Evercore Inc. (EVR) delivered a robust one-year return of approximately 76%, significantly outperforming Raymond James Financial, Inc. (RJF)'s 12%.
- EVR's recent quarterly revenue growth reached 32% year-over-year (YoY), compared to RJF's 13%.
- RJF trades at a lower price-to-earnings (P/E) ratio of 14.6 versus EVR's 24.5, highlighting relative value.
- Both stocks exhibit year-to-date gains around 1-3%, but EVR shows higher earnings per share (EPS) growth of 45% YoY.
- EVR benefits from investment banking momentum, while RJF offers diversification across wealth management and banking.
Introduction
This stock comparison pits Evercore Inc. (EVR), a focused investment banking advisory firm, against Raymond James Financial, Inc. (RJF), a diversified financial services provider. Both operate in the competitive financial sector, with exposure to mergers and acquisitions (M&A), capital markets, and client advisory. Traders seeking momentum in boutique investment banking may eye EVR, while those preferring stability in wealth management and brokerage might favor RJF. This analysis highlights recent performance, growth drivers, and relative positioning amid evolving market conditions, aiding informed relative performance decisions.
EVR Overview and Recent Performance
Evercore Inc. (EVR) is a premier global independent investment banking firm, specializing in M&A advisory, restructuring, equity capital markets, and research services across the Americas, Europe, and Asia-Pacific. In recent market activity, EVR has shown strong momentum, with shares trading near the upper end of their 52-week range of $193 to $389. The stock's one-year return exceeds 75%, driven by robust quarterly revenue growth of 32% YoY and EPS expansion of 45%. Recent quarters featured elevated advisory fees from heightened M&A activity and market volatility, boosting sentiment despite cyclical risks in investment banking. Profit margins stand at 15%, with return on equity (ROE) at 30%.
RJF Overview and Recent Performance
Raymond James Financial, Inc. (RJF) is a diversified holding company offering private client services, capital markets, asset management, and banking to individuals, corporations, and institutions across the U.S., Canada, and Europe. Recent performance includes record fiscal second-quarter revenues of $3.86 billion, up 13% YoY, with adjusted EPS of $2.83 surpassing estimates. Shares hover around $154, within a 52-week range of $134 to $178, reflecting year-to-date stability amid broader sector pressures. Growth in client assets, adviser recruiting, and technology investments have supported net interest income (NII), though rising costs temper gains. Profit margins are solid at 15%, with a lower valuation profile enhancing appeal.
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Head-to-Head Comparison
EVR and RJF contrast in business models: EVR's boutique focus on high-fee advisory yields cyclical growth but higher volatility, while RJF's broader platform spanning wealth management (with rising assets under management, or AUM) and banking provides steadier revenue streams. Growth drivers differ—EVR leverages M&A surges, RJF benefits from client inflows and NII. Recent momentum favors EVR with superior returns, but RJF edges on valuation (lower P/E and price-to-book). Risks include deal flow sensitivity for EVR and interest rate exposure for RJF. Market sentiment tilts positive for both, with analysts targeting upside.
Tickeron AI Verdict
Tickeron’s AI currently leans toward EVR, citing consistent upward trends, superior recent revenue and EPS growth, and stronger one-year momentum amid favorable investment banking conditions. However, RJF remains attractive for value-oriented strategies given its diversification and earnings beats. Positioning reflects observable catalysts rather than guarantees.
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 RJF is a Buy.
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 whileRJF’s FA Score has 2 green FA rating(s).
- EVR’s FA Score: 1 green, 4 red.
- RJF’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 RJF’s TA Score has 6 bullish TA indicator(s).
- EVR’s TA Score: 4 bullish, 4 bearish.
- RJF’s TA Score: 6 bullish, 4 bearish.
Price Growth
EVR (@Investment Banks/Brokers) experienced а -0.42% price change this week, while RJF (@Investment Managers) price change was +5.61% 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%.
The average weekly price growth across all stocks in the @Investment Managers industry was -2.14%. For the same industry, the average monthly price growth was -5.49%, and the average quarterly price growth was -8.34%.
Reported Earning Dates
EVR is expected to report earnings on Jul 29, 2026.
RJF is expected to report earnings on Jul 22, 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.
@Investment Managers (-2.14% weekly)Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.
| EVR | RJF | EVR / RJF | |
| Capitalization | 13.1B | 29.5B | 44% |
| EBITDA | N/A | N/A | - |
| Gain YTD | 0.273 | -5.019 | -5% |
| P/E Ratio | 19.10 | 14.30 | 134% |
| Revenue | 4.55B | 14.5B | 31% |
| Total Cash | N/A | 2.61B | - |
| Total Debt | 1.16B | 4.22B | 27% |
EVR | RJF | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 72 | 29 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 87 Overvalued | 67 Overvalued | |
PROFIT vs RISK RATING 1..100 | 34 | 33 | |
SMR RATING 1..100 | 21 | 15 | |
PRICE GROWTH RATING 1..100 | 43 | 59 | |
P/E GROWTH RATING 1..100 | 69 | 48 | |
SEASONALITY SCORE 1..100 | 75 | 46 |
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.
RJF's Valuation (67) in the Investment Banks Or Brokers industry is in the same range as EVR (87). This means that RJF’s stock grew similarly to EVR’s over the last 12 months.
RJF's Profit vs Risk Rating (33) in the Investment Banks Or Brokers industry is in the same range as EVR (34). This means that RJF’s stock grew similarly to EVR’s over the last 12 months.
RJF's SMR Rating (15) in the Investment Banks Or Brokers industry is in the same range as EVR (21). This means that RJF’s stock grew similarly to EVR’s over the last 12 months.
EVR's Price Growth Rating (43) in the Investment Banks Or Brokers industry is in the same range as RJF (59). This means that EVR’s stock grew similarly to RJF’s over the last 12 months.
RJF's P/E Growth Rating (48) in the Investment Banks Or Brokers industry is in the same range as EVR (69). This means that RJF’s stock grew similarly to EVR’s over the last 12 months.
| EVR | RJF | |
|---|---|---|
| RSI ODDS (%) | N/A | 1 day ago 79% |
| Stochastic ODDS (%) | 1 day ago 55% | 1 day ago 55% |
| Momentum ODDS (%) | 1 day ago 66% | 1 day ago 63% |
| MACD ODDS (%) | 1 day ago 60% | 1 day ago 75% |
| TrendWeek ODDS (%) | 1 day ago 62% | 1 day ago 63% |
| TrendMonth ODDS (%) | 1 day ago 72% | 1 day ago 60% |
| Advances ODDS (%) | 5 days ago 73% | 1 day ago 59% |
| Declines ODDS (%) | 11 days ago 62% | 10 days ago 58% |
| BollingerBands ODDS (%) | 6 days ago 74% | 1 day ago 66% |
| Aroon ODDS (%) | 1 day ago 67% | 1 day ago 59% |
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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.