EVR
Price
$190.28
Change
-$16.46 (-7.96%)
Updated
Mar 10, 04:59 PM (EDT)
Capitalization
7.32B
43 days until earnings call
VALU
Price
$42.17
Change
+$0.68 (+1.64%)
Updated
Mar 10, 04:31 PM (EDT)
Capitalization
383.41M
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EVR vs VALU

Header iconEVR vs VALU Comparison
Open Charts EVR vs VALUBanner chart's image
Evercore
Price$190.28
Change-$16.46 (-7.96%)
Volume$18.28K
Capitalization7.32B
Value Line
Price$42.17
Change+$0.68 (+1.64%)
Volume$300
Capitalization383.41M
EVR vs VALU Comparison Chart
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EVR
Daily Signalchanged days ago
Gain/Loss if bought
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VALU
Daily Signalchanged days ago
Gain/Loss if bought
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EVR vs. VALU commentary
Mar 11, 2025

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 VALU is a Hold.

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COMPARISON
Comparison
Mar 11, 2025
Stock price -- (EVR: $206.74 vs. VALU: $41.49)
Brand notoriety: EVR and VALU are both not notable
Both companies represent the Investment Banks/Brokers industry
Current volume relative to the 65-day Moving Average: EVR: 221% vs. VALU: 139%
Market capitalization -- EVR: $7.32B vs. VALU: $383.41M
EVR [@Investment Banks/Brokers] is valued at $7.32B. VALU’s [@Investment Banks/Brokers] market capitalization is $383.41M. The market cap for tickers in the [@Investment Banks/Brokers] industry ranges from $928.5B to $0. The average market capitalization across the [@Investment Banks/Brokers] industry is $11.72B.

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 whileVALU’s FA Score has 1 green FA rating(s).

  • EVR’s FA Score: 1 green, 4 red.
  • VALU’s FA Score: 1 green, 4 red.
According to our system of comparison, both EVR and VALU are a bad buy in the long-term.

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 3 TA indicator(s) are bullish while VALU’s TA Score has 4 bullish TA indicator(s).

  • EVR’s TA Score: 3 bullish, 2 bearish.
  • VALU’s TA Score: 4 bullish, 4 bearish.
According to our system of comparison, EVR is a better buy in the short-term than VALU.

Price Growth

EVR (@Investment Banks/Brokers) experienced а -14.50% price change this week, while VALU (@Investment Banks/Brokers) price change was +1.34% for the same time period.

The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was +2.06%. For the same industry, the average monthly price growth was -4.83%, and the average quarterly price growth was +23.06%.

Reported Earning Dates

EVR is expected to report earnings on Apr 23, 2025.

VALU is expected to report earnings on Dec 13, 2024.

Industries' Descriptions

@Investment Banks/Brokers (+2.06% 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.

SUMMARIES
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FUNDAMENTALS
Fundamentals
EVR($7.32B) has a higher market cap than VALU($383M). EVR has higher P/E ratio than VALU: EVR (29.71) vs VALU (20.97). VALU YTD gains are higher at: -20.876 vs. EVR (-25.165). VALU has less debt than EVR: VALU (5.13M) vs EVR (844M). EVR has higher revenues than VALU: EVR (2.43B) vs VALU (38.2M).
EVRVALUEVR / VALU
Capitalization7.32B383M1,911%
EBITDAN/A11.8M-
Gain YTD-25.165-20.876121%
P/E Ratio29.7120.97142%
Revenue2.43B38.2M6,351%
Total CashN/A67.3M-
Total Debt844M5.13M16,449%
FUNDAMENTALS RATINGS
EVR vs VALU: Fundamental Ratings
EVR
VALU
OUTLOOK RATING
1..100
5050
VALUATION
overvalued / fair valued / undervalued
1..100
92
Overvalued
28
Undervalued
PROFIT vs RISK RATING
1..100
2477
SMR RATING
1..100
4639
PRICE GROWTH RATING
1..100
6556
P/E GROWTH RATING
1..100
8177
SEASONALITY SCORE
1..100
n/a50

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.

VALU's Valuation (28) in the Financial Publishing Or Services industry is somewhat better than the same rating for EVR (92) in the Investment Banks Or Brokers industry. This means that VALU’s stock grew somewhat faster than EVR’s over the last 12 months.

EVR's Profit vs Risk Rating (24) in the Investment Banks Or Brokers industry is somewhat better than the same rating for VALU (77) in the Financial Publishing Or Services industry. This means that EVR’s stock grew somewhat faster than VALU’s over the last 12 months.

VALU's SMR Rating (39) in the Financial Publishing Or Services industry is in the same range as EVR (46) in the Investment Banks Or Brokers industry. This means that VALU’s stock grew similarly to EVR’s over the last 12 months.

VALU's Price Growth Rating (56) in the Financial Publishing Or Services industry is in the same range as EVR (65) in the Investment Banks Or Brokers industry. This means that VALU’s stock grew similarly to EVR’s over the last 12 months.

VALU's P/E Growth Rating (77) in the Financial Publishing Or Services industry is in the same range as EVR (81) in the Investment Banks Or Brokers industry. This means that VALU’s stock grew similarly to EVR’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
EVRVALU
RSI
ODDS (%)
Bullish Trend 4 days ago
76%
Bullish Trend 4 days ago
82%
Stochastic
ODDS (%)
N/A
Bearish Trend 4 days ago
75%
Momentum
ODDS (%)
N/A
Bullish Trend 4 days ago
87%
MACD
ODDS (%)
N/A
Bullish Trend 4 days ago
90%
TrendWeek
ODDS (%)
Bearish Trend 4 days ago
60%
Bullish Trend 4 days ago
84%
TrendMonth
ODDS (%)
Bearish Trend 4 days ago
65%
Bullish Trend 4 days ago
85%
Advances
ODDS (%)
Bullish Trend 21 days ago
75%
Bullish Trend 6 days ago
82%
Declines
ODDS (%)
Bearish Trend 4 days ago
62%
Bearish Trend 25 days ago
72%
BollingerBands
ODDS (%)
Bullish Trend 4 days ago
83%
N/A
Aroon
ODDS (%)
Bearish Trend 4 days ago
71%
Bearish Trend 4 days ago
70%
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EVR
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
VALU
Daily Signalchanged days ago
Gain/Loss if bought
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EVR and

Correlation & Price change

A.I.dvisor indicates that over the last year, EVR has been closely correlated with PIPR. 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 PIPR could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To EVR
1D Price
Change %
EVR100%
-1.74%
PIPR - EVR
86%
Closely correlated
-0.75%
MC - EVR
81%
Closely correlated
-1.04%
GS - EVR
78%
Closely correlated
-1.41%
JEF - EVR
78%
Closely correlated
-2.60%
LAZ - EVR
78%
Closely correlated
+2.79%
More

VALU and

Correlation & Price change

A.I.dvisor tells us that VALU and PIPR have been poorly correlated (+27% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that VALU and PIPR's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VALU
1D Price
Change %
VALU100%
+4.17%
PIPR - VALU
27%
Poorly correlated
-0.75%
RJF - VALU
25%
Poorly correlated
-0.33%
MC - VALU
24%
Poorly correlated
-1.04%
EVR - VALU
24%
Poorly correlated
-1.74%
LAZ - VALU
24%
Poorly correlated
+2.79%
More