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EVR vs SF
Which Stock Would AI Choose? Evercore Inc. (EVR) vs. Stifel Financial Corp. (SF) Stock Comparison
Key Takeaways
- Both EVR and SF operate in the capital markets sector, with EVR focused on investment banking advisory and SF emphasizing wealth management and lending.
- EVR shows stronger recent momentum with approximately 30% gains over the past month, outpacing SF's 16% rise.
- SF trades at a lower trailing PE ratio (price-to-earnings ratio) of 15.05 versus EVR's 24.51, suggesting better value.
- Year-to-date, SF leads with 7.11% gains compared to EVR's 1.45%.
- Both exhibit solid profitability with similar profit margins around 15%, though EVR boasts higher ROE (return on equity) at 30.07%.
- Market caps are comparable at roughly $13.6B for EVR and $11.9B for SF.
Introduction
This stock comparison pits EVR against SF, two prominent players in the financial services sector specializing in capital markets activities. Investors and traders interested in investment banking, advisory services, and wealth management may find value in evaluating their relative performance amid fluctuating market conditions. Recent market activity has highlighted differences in momentum and valuation, offering insights into growth potential, risk profiles, and sector tailwinds such as mergers and acquisitions (M&A) and lending opportunities. This analysis draws on key metrics to aid informed decision-making in a dynamic environment.
EVR Overview and Recent Performance
Evercore Inc. (EVR) is a global investment banking advisory firm renowned for its M&A advisory, restructuring, and capital markets services. As of recent trading, shares trade at $344.30 with a market cap of $13.6 billion. In recent weeks, EVR has exhibited strong upward momentum, posting about 30% gains over the past month amid choppy but overall positive trading. Analyst sentiment has bolstered this trend, with Goldman Sachs raising its price target to $374 and maintaining a Buy rating. Key financials include a trailing PE of 24.51, profit margin of 15.35%, and quarterly revenue growth of 32.2% year-over-year (yoy). Elevated beta of 1.55 reflects higher volatility tied to market deal flow, influencing positive sentiment ahead of upcoming Q1 earnings.
SF Overview and Recent Performance
Stifel Financial Corp. (SF) provides diversified financial services, including wealth management, investment banking, and lending through its subsidiaries. Shares recently closed at $77.19, with a market cap of $11.9 billion. Over recent market activity, SF has gained approximately 16% in the past month, supported by year-to-date returns of 7.11%. The stock benefits from robust quarterly EPS (earnings per share) growth of 374.4% yoy, alongside 18.4% revenue growth. Trading at a trailing PE of 15.05 and lower beta of 1.10, SF appeals to those seeking stability, though some Q1 pressures from AI-related concerns have been noted without derailing broader gains.
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Head-to-Head Comparison
EVR and SF share sector exposure in capital markets but diverge in business models: EVR leans on high-margin advisory fees from M&A, while SF generates revenue from broader wealth management and lending. Growth drivers favor EVR with 32% revenue growth versus SF's 18%, though SF dominates EPS expansion at 374%. Recent momentum tilts to EVR (30% monthly gain), but SF offers lower risk via beta 1.10 and cheaper valuation (forward PE 11.83 vs. 19.12). Market sentiment reflects EVR's analyst upgrades against SF's value appeal, with trade-offs in volatility and stability.
Tickeron AI Verdict
Tickeron’s AI models would likely favor EVR in the current environment due to its superior recent trend consistency, higher revenue and ROE metrics, and positive analyst catalysts positioning it for potential outperformance amid active deal markets. However, SF remains attractive probabilistically for value-oriented strategies given its lower multiples and EPS surge.
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 Hold and SF 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 2 FA rating(s) are green whileSF’s FA Score has 1 green FA rating(s).
- EVR’s FA Score: 2 green, 3 red.
- SF’s FA Score: 1 green, 4 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 5 TA indicator(s) are bullish while SF’s TA Score has 4 bullish TA indicator(s).
- EVR’s TA Score: 5 bullish, 3 bearish.
- SF’s TA Score: 4 bullish, 5 bearish.
Price Growth
EVR (@Investment Banks/Brokers) experienced а +2.33% price change this week, while SF (@Investment Banks/Brokers) price change was +0.86% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -1.71%. For the same industry, the average monthly price growth was -2.29%, and the average quarterly price growth was -6.29%.
Reported Earning Dates
EVR is expected to report earnings on Jul 29, 2026.
SF is expected to report earnings on Jul 29, 2026.
Industries' Descriptions
@Investment Banks/Brokers (-1.71% 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 | SF | EVR / SF | |
| Capitalization | 14.5B | 11.3B | 128% |
| EBITDA | N/A | N/A | - |
| Gain YTD | 10.498 | -10.880 | -96% |
| P/E Ratio | 21.05 | 14.38 | 146% |
| Revenue | 4.55B | 5.69B | 80% |
| Total Cash | N/A | N/A | - |
| Total Debt | 1.1B | 1.52B | 72% |
EVR | SF | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 33 | 11 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 89 Overvalued | 62 Fair valued | |
PROFIT vs RISK RATING 1..100 | 30 | 55 | |
SMR RATING 1..100 | 22 | 21 | |
PRICE GROWTH RATING 1..100 | 41 | 54 | |
P/E GROWTH RATING 1..100 | 66 | 74 | |
SEASONALITY SCORE 1..100 | 90 | 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.
SF's Valuation (62) in the Investment Banks Or Brokers industry is in the same range as EVR (89). This means that SF’s stock grew similarly to EVR’s over the last 12 months.
EVR's Profit vs Risk Rating (30) in the Investment Banks Or Brokers industry is in the same range as SF (55). This means that EVR’s stock grew similarly to SF’s over the last 12 months.
SF's SMR Rating (21) in the Investment Banks Or Brokers industry is in the same range as EVR (22). This means that SF’s stock grew similarly to EVR’s over the last 12 months.
EVR's Price Growth Rating (41) in the Investment Banks Or Brokers industry is in the same range as SF (54). This means that EVR’s stock grew similarly to SF’s over the last 12 months.
EVR's P/E Growth Rating (66) in the Investment Banks Or Brokers industry is in the same range as SF (74). This means that EVR’s stock grew similarly to SF’s over the last 12 months.
| EVR | SF | |
|---|---|---|
| RSI ODDS (%) | N/A | 2 days ago 83% |
| Stochastic ODDS (%) | 2 days ago 48% | 2 days ago 53% |
| Momentum ODDS (%) | 2 days ago 80% | 2 days ago 68% |
| MACD ODDS (%) | 2 days ago 82% | 2 days ago 76% |
| TrendWeek ODDS (%) | 2 days ago 72% | 2 days ago 68% |
| TrendMonth ODDS (%) | 2 days ago 72% | 2 days ago 61% |
| Advances ODDS (%) | 2 days ago 74% | 2 days ago 67% |
| Declines ODDS (%) | 28 days ago 62% | 16 days ago 62% |
| BollingerBands ODDS (%) | 2 days ago 50% | 2 days ago 59% |
| Aroon ODDS (%) | 2 days ago 67% | 2 days ago 66% |
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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.
SF and
Correlation & Price change
A.I.dvisor indicates that over the last year, SF has been closely correlated with RJF. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if SF jumps, then RJF could also see price increases.