Comprehensive Stock Comparison
Compare Evercore Inc. (EVR) vs JPMorgan Chase & Co. (JPM) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
Selected Stocks
Add up to 10 tickers. Use presets or search to get started.
Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | EVR | 22.7% revenue growth vs JPM's 14.6% |
| Value | JPM | Lower P/E (13.9x vs 16.7x), PEG 1.07 vs 2.94 |
| Quality / Margins | JPM | 21.6% net margin vs EVR's 12.6% |
| Stability / Safety | JPM | Beta 1.00 vs EVR's 1.82 |
| Dividends | EVR | 1.1% yield, 18-year raise streak, vs JPM's 1.7% |
| Momentum (1Y) | EVR | +29.4% vs JPM's +15.7% |
| Efficiency (ROA) | EVR | 11.9% ROA vs JPM's 1.3%, ROIC 14.6% vs 5.4% |
Who Each Stock Is For
Income & stability
Growth exposure
Long-term compounding (10Y)
Sleep-well-at-night portfolio
Valuation efficiency (growth/$)
Defensive / Recession hedge
Business Model
What each company does and how it makes money
Evercore is an independent investment banking advisory firm providing strategic advice on mergers, acquisitions, and capital markets transactions. It generates revenue primarily from investment banking advisory fees — roughly 85% of total revenue — with the remainder coming from investment management services for high-net-worth clients and institutions. The firm's key advantage is its reputation as a premium independent advisor, free from conflicts inherent in large universal banks, which attracts top-tier clients seeking unbiased strategic counsel.
JPMorgan Chase is a global financial services giant that operates as a universal bank offering consumer banking, investment banking, commercial banking, and asset management services. It generates revenue primarily through net interest income from lending activities (about 50% of total revenue) and non-interest income from investment banking fees, trading, asset management, and card services. The company's key competitive advantage lies in its massive scale, diversified revenue streams, and fortress balance sheet—which together create significant barriers to entry and provide stability through economic cycles.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
EVR leads in 3 of 6 categories (Financial Metrics, Profitability & Efficiency). JPM leads in 2 (Valuation Metrics, Risk & Volatility). 1 tied.
Financial Metrics (TTM)
JPM is the larger business by revenue, generating $270.8B annually — 90.4x EVR's $3.0B. JPM is the more profitable business, keeping 21.6% of every revenue dollar as net income compared to EVR's 12.6%.
| Metric | EVREvercore Inc. | JPMJPMorgan Chase & … |
|---|---|---|
| RevenueTrailing 12 months | $3.0B | $270.8B |
| EBITDAEarnings before interest/tax | $697M | $81.3B |
| Net IncomeAfter-tax profit | $528M | $58.0B |
| Free Cash FlowCash after capex | $1.1B | -$119.7B |
| Gross MarginGross profit ÷ Revenue | +99.4% | +58.6% |
| Operating MarginEBIT ÷ Revenue | +17.8% | +27.7% |
| Net MarginNet income ÷ Revenue | +12.6% | +21.6% |
| FCF MarginFCF ÷ Revenue | +32.0% | -15.5% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | +83.9% | +16.0% |
Valuation Metrics
At 15.2x trailing earnings, JPM trades at a 55% valuation discount to EVR's 34.0x P/E. Adjusting for growth (PEG ratio), JPM offers better value at 1.17x vs EVR's 5.99x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | EVREvercore Inc. | JPMJPMorgan Chase & … |
|---|---|---|
| Market CapShares × price | $26.9B | $809.7B |
| Enterprise ValueMkt cap + debt − cash | $26.9B | $1.09T |
| Trailing P/EPrice ÷ TTM EPS | 34.01x | 15.21x |
| Forward P/EPrice ÷ next-FY EPS est. | 16.67x | 13.93x |
| PEG RatioP/E ÷ EPS growth rate | 5.99x | 1.17x |
| EV / EBITDAEnterprise value multiple | 50.47x | 13.15x |
| Price / SalesMarket cap ÷ Revenue | 8.98x | 2.99x |
| Price / BookPrice ÷ Book value/share | 6.62x | 2.51x |
| Price / FCFMarket cap ÷ FCF | 28.09x | — |
Profitability & Efficiency
EVR delivers a 25.3% return on equity — every $100 of shareholder capital generates $25 in annual profit, vs $16 for JPM. EVR carries lower financial leverage with a 0.48x debt-to-equity ratio, signaling a more conservative balance sheet compared to JPM's 2.18x. On the Piotroski fundamental quality scale (0–9), EVR scores 7/9 vs JPM's 5/9, reflecting strong financial health.
| Metric | EVREvercore Inc. | JPMJPMorgan Chase & … |
|---|---|---|
| ROE (TTM)Return on equity | +25.3% | +16.1% |
| ROA (TTM)Return on assets | +11.9% | +1.3% |
| ROICReturn on invested capital | +14.6% | +5.4% |
| ROCEReturn on capital employed | +13.9% | +8.2% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 5 |
| Debt / EquityFinancial leverage | 0.48x | 2.18x |
| Net DebtTotal debt minus cash | -$16M | $281.8B |
| Cash & Equiv.Liquid assets | $940M | $469.3B |
| Total DebtShort + long-term debt | $923M | $751.1B |
| Interest CoverageEBIT ÷ Interest expense | 35.22x | 0.74x |
Total Returns (with DRIP)
A $10,000 investment in EVR five years ago would be worth $25,940 today (with dividends reinvested), compared to $21,449 for JPM. Over the past 12 months, EVR leads with a +29.4% total return vs JPM's +15.7%. The 3-year compound annual growth rate (CAGR) favors EVR at 34.4% vs JPM's 30.0% — a key indicator of consistent wealth creation.
| Metric | EVREvercore Inc. | JPMJPMorgan Chase & … |
|---|---|---|
| YTD ReturnYear-to-date | -11.8% | -7.3% |
| 1-Year ReturnPast 12 months | +29.4% | +15.7% |
| 3-Year ReturnCumulative with dividends | +142.8% | +119.7% |
| 5-Year ReturnCumulative with dividends | +159.4% | +114.5% |
| 10-Year ReturnCumulative with dividends | +614.6% | +497.7% |
| CAGR (3Y)Annualised 3-year return | +34.4% | +30.0% |
Risk & Volatility
JPM is the less volatile stock with a 1.00 beta — it tends to amplify market swings less than EVR's 1.82 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. JPM currently trades 89.0% from its 52-week high vs EVR's 79.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | EVREvercore Inc. | JPMJPMorgan Chase & … |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.82x | 1.00x |
| 52-Week HighHighest price in past year | $388.71 | $337.25 |
| 52-Week LowLowest price in past year | $148.63 | $202.16 |
| % of 52W HighCurrent price vs 52-week peak | +79.5% | +89.0% |
| RSI (14)Momentum oscillator 0–100 | 44.3 | 48.1 |
| Avg Volume (50D)Average daily shares traded | 355K | 9.0M |
Analyst Outlook
Wall Street rates EVR as "Buy" and JPM as "Buy". Consensus price targets imply 29.1% upside for EVR (target: $399) vs 11.9% for JPM (target: $336). For income investors, JPM offers the higher dividend yield at 1.71% vs EVR's 1.06%.
| Metric | EVREvercore Inc. | JPMJPMorgan Chase & … |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $398.83 | $336.10 |
| # AnalystsCovering analysts | 21 | 60 |
| Dividend YieldAnnual dividend ÷ price | +1.1% | +1.7% |
| Dividend StreakConsecutive years of raises | 18 | 14 |
| Dividend / ShareAnnual DPS | $3.26 | $5.13 |
| Buyback YieldShare repurchases ÷ mkt cap | +1.7% | +3.5% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Mar 20 | Feb 26 | Change |
|---|---|---|---|
| Evercore Inc. (EVR) | 100 | 521.2 | +421.2% |
| JPMorgan Chase & Co. (JPM) | 100 | 253.57 | +153.6% |
Evercore Inc. (EVR) returned +159% over 5 years vs JPMorgan Chase & Co. (JPM)'s +114%. A $10,000 investment in EVR 5 years ago would be worth $25,940 today (including dividends reinvested).
Chart 2Revenue Growth — 10 Years
| Stock | 2015 | 2024 | Change |
|---|---|---|---|
| Evercore Inc. (EVR) | $1.2B | $3.0B | +141.6% |
| JPMorgan Chase & Co. (JPM) | $101.0B | $270.8B | +168.1% |
Evercore Inc.'s revenue grew from $1.2B (2015) to $3.0B (2024) — a 10.3% CAGR. JPMorgan Chase & Co.'s revenue grew from $101.0B (2015) to $270.8B (2024) — a 11.6% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2015 | 2024 | Change |
|---|---|---|---|
| Evercore Inc. (EVR) | 3.5% | 12.6% | +265.3% |
| JPMorgan Chase & Co. (JPM) | 24.2% | 21.6% | -10.8% |
Evercore Inc.'s net margin went from 3% (2015) to 13% (2024). JPMorgan Chase & Co.'s net margin went from 24% (2015) to 22% (2024).
Chart 4P/E Ratio History — 8 Years
| Stock | 2017 | 2024 | Change |
|---|---|---|---|
| Evercore Inc. (EVR) | 32.1 | 30.5 | -5.0% |
| JPMorgan Chase & Co. (JPM) | 16.9 | 12.1 | -28.4% |
Evercore Inc. has traded in a 8x–32x P/E range over 8 years; current trailing P/E is ~34x. JPMorgan Chase & Co. has traded in a 10x–17x P/E range over 8 years; current trailing P/E is ~15x.
Chart 5EPS Growth — 10 Years
| Stock | 2015 | 2024 | Change |
|---|---|---|---|
| Evercore Inc. (EVR) | 0.98 | 9.08 | +826.5% |
| JPMorgan Chase & Co. (JPM) | 6 | 19.75 | +229.2% |
Evercore Inc.'s EPS grew from $0.98 (2015) to $9.08 (2024) — a 28% CAGR. JPMorgan Chase & Co.'s EPS grew from $6.00 (2015) to $19.75 (2024) — a 14% CAGR.
Chart 6Free Cash Flow — 5 Years
Evercore Inc. generated $958M FCF in 2024 (-29% vs 2021). JPMorgan Chase & Co. generated $-42B FCF in 2024 (-154% vs 2021).
EVR vs JPM: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is EVR or JPM a better buy right now?
JPMorgan Chase & Co. (JPM) offers the better valuation at 15.2x trailing P/E (13.9x forward), making it the more compelling value choice. Analysts rate Evercore Inc. (EVR) a "Buy" — based on 21 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — EVR or JPM?
On trailing P/E, JPMorgan Chase & Co. (JPM) is the cheapest at 15.2x versus Evercore Inc. at 34.0x. On forward P/E, JPMorgan Chase & Co. is actually cheaper at 13.9x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: JPMorgan Chase & Co. wins at 1.07x versus Evercore Inc.'s 2.94x — a reasonable growth-adjusted valuation.
03Which is the better long-term investment — EVR or JPM?
Over the past 5 years, Evercore Inc. (EVR) delivered a total return of +159.4%, compared to +114.5% for JPMorgan Chase & Co. (JPM). A $10,000 investment in EVR five years ago would be worth approximately $26K today (assuming dividends reinvested). Over 10 years, the gap is even starker: EVR returned +614.6% versus JPM's +497.7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — EVR or JPM?
By beta (market sensitivity over 5 years), JPMorgan Chase & Co. (JPM) is the lower-risk stock at 1.00β versus Evercore Inc.'s 1.82β — meaning EVR is approximately 81% more volatile than JPM relative to the S&P 500. On balance sheet safety, Evercore Inc. (EVR) carries a lower debt/equity ratio of 48% versus 2% for JPMorgan Chase & Co. — giving it more financial flexibility in a downturn.
05Which has better profit margins — EVR or JPM?
JPMorgan Chase & Co. (JPM) is the more profitable company, earning 21.6% net margin versus 12.6% for Evercore Inc. — meaning it keeps 21.6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: JPM leads at 27.7% versus 17.8% for EVR. At the gross margin level — before operating expenses — EVR leads at 99.4%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Is EVR or JPM more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential. By this metric, JPMorgan Chase & Co. (JPM) is the more undervalued stock at a PEG of 1.07x versus Evercore Inc.'s 2.94x. A PEG below 1.5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, JPMorgan Chase & Co. (JPM) trades at 13.9x forward P/E versus 16.7x for Evercore Inc. — 2.7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for EVR: 29.1% to $398.83.
07Which pays a better dividend — EVR or JPM?
All stocks in this comparison pay dividends. JPMorgan Chase & Co. (JPM) offers the highest yield at 1.7%, versus 1.1% for Evercore Inc. (EVR).
08Is EVR or JPM better for a retirement portfolio?
For long-horizon retirement investors, JPMorgan Chase & Co. (JPM) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1.00), 1.7% yield, +497.7% 10Y return). Evercore Inc. (EVR) carries a higher beta of 1.82 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (JPM: +497.7%, EVR: +614.6%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
09What are the main differences between EVR and JPM?
Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. In terms of investment character: EVR is a mid-cap quality compounder stock; JPM is a large-cap deep-value stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
Find Stocks Like These
Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that beat both.