EVR vs AA

Comparison between Evercore Inc - Class A (EVR, Company) and Alcoa Corp (AA, Company).

EVR is from the Financial Services sector, while AA is from the Basic Materials sector.

5-Year PerformanceEVR has outperformed AA, delivering a return of +22.5% compared to +9.2%

EVR vs AA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EVR(COMPANY)	AA(COMPANY)
Market Cap	$14B	$14B
Max Drawdown	82.23%	90.90%
Sharpe Ratio	0.87	1.33
5Y Beta	1.75	1.64
Industry	Capital Markets	Aluminum
P/E Ratio	19.91	9.95
Forward P/E	21.19	11.25
PEG Ratio	0.15	8.36
Dividend Yield	0.93%	0.73%
5Y Dividends CAGR	11.37%	N/A
5Y EPS CAGR	21.99%	N/A
Debt to Equity	0.00%	1.60%
Free Cash Flow Yield	11.47%	2.08%
P/S Ratio	3.00	1.09
P/B Ratio	7.96	2.13

Market Cap

EVR

$14B

Winner

$14B

Max Drawdown

Winner

EVR

82.23%

90.90%

Sharpe Ratio

EVR

0.87

Winner

1.33

5Y Beta

EVR

1.75

Winner

1.64

Industry

EVR

Capital Markets

Aluminum

P/E Ratio

EVR

19.91

Winner

9.95

Forward P/E

EVR

21.19

Winner

11.25

PEG Ratio

Winner

EVR

0.15

8.36

Dividend Yield

Winner

EVR

0.93%

0.73%

5Y Dividends CAGR

EVR

11.37%

N/A

5Y EPS CAGR

EVR

21.99%

N/A

Debt to Equity

Winner

EVR

0.00%

1.60%

Free Cash Flow Yield

Winner

EVR

11.47%

2.08%

P/S Ratio

EVR

3.00

Winner

1.09

P/B Ratio

EVR

7.96

Winner

2.13

EVR vs AA - Historical Returns

Returns include dividend reinvestment.

Period	EVR	AA
1 month	+1.36%	-28.86%
3 months	+21.51%	-9.48%
6 months	-0.26%	-0.77%
1 year	+31.56%	+90.06%
5 years(CAGR)	+22.50%	+9.24%
10 years(CAGR)	+24.84%	+9.85%
Max(CAGR)	+16.61%	+9.85%

Winner

EVR

+1.36%

-28.86%

Winner

EVR

+21.51%

-9.48%

Winner

EVR

-0.26%

-0.77%

EVR

+31.56%

Winner

+90.06%

5Y(CAGR)

Winner

EVR

+22.50%

+9.24%

10Y(CAGR)

Winner

EVR

+24.84%

+9.85%

Max(CAGR)

Winner

EVR

+16.61%

+9.85%

EVR vs AA - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	EVR	AA
2026	-0.50%	-5.87%
2025	+24.72%	+41.66%
2024	+66.57%	+14.75%
2023	+56.33%	-22.86%
2022	-18.36%	-24.11%
2021	+28.13%	+156.81%
2020	+49.85%	+7.61%
2019	+4.07%	-18.03%
2018	-19.45%	-51.82%
2017	+31.60%	+86.85%
2016	+33.07%	+25.23%
2015	+5.30%	N/A
2014	-7.98%	N/A
2013	+94.26%	N/A
2012	+13.75%	N/A
2011	-23.19%	N/A
2010	+10.13%	N/A
2009	+155.43%	N/A
2008	-36.38%	N/A
2007	-40.00%	N/A
2006	+43.95%	N/A

EVR vs AA Drawdown Comparison

The maximum drawdown for EVR was -81.51%, occurring on Nov 20, 2008. Recovery took 877 trading sessions.

The maximum drawdown for AA was -90.90%, occurring on Mar 20, 2020. Recovery took 934 trading sessions.

The current EVR drawdown is -8.77%. The current AA drawdown is -41.61%.

Rank	EVR	AA
#1	-81.51% Oct 26, 2006 - Apr 23, 2010	-90.90% Apr 19, 2018 - Jan 3, 2022
#2	-67.41% Aug 2, 2018 - Dec 18, 2020	-75.47% Mar 24, 2022 - Apr 8, 2025
#3	-49.63% Oct 20, 2021 - Dec 8, 2023	-23.00% Feb 14, 2017 - Aug 8, 2017
#4	-47.87% Nov 6, 2024 - Aug 13, 2025	-22.20% Jan 17, 2018 - Apr 17, 2018
#5	-43.33% May 3, 2010 - Jan 29, 2013	-18.93% Oct 24, 2017 - Dec 26, 2017
#6	-32.10% Jan 22, 2014 - Nov 10, 2016	-18.83% Mar 4, 2022 - Mar 21, 2022
#7	-30.07% Jan 15, 2026 - Mar 12, 2026	-12.39% Dec 9, 2016 - Jan 12, 2017
#8	-20.86% Mar 20, 2013 - Jul 23, 2013	-9.88% Jan 7, 2022 - Feb 3, 2022
#9	-19.61% Sep 18, 2025 - Jan 5, 2026	-9.32% Nov 17, 2016 - Dec 9, 2016
#10	-17.77% Feb 1, 2018 - May 1, 2018	-6.67% Oct 18, 2016 - Nov 1, 2016
#11	-17.62% Mar 16, 2017 - Nov 13, 2017	-6.27% Feb 18, 2022 - Mar 1, 2022
#12	-16.12% Aug 25, 2006 - Oct 9, 2006	-6.04% Aug 8, 2017 - Aug 22, 2017
#13	-15.67% May 24, 2021 - Oct 13, 2021	-5.81% Sep 20, 2017 - Oct 2, 2017
#14	-11.92% Sep 18, 2013 - Oct 24, 2013	-5.40% Sep 1, 2017 - Sep 19, 2017
#15	-11.54% Jan 19, 2021 - Feb 16, 2021	-4.69% Jan 3, 2022 - Jan 7, 2022

Correlation

Correlation between EVR and AA is 0.39 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.39

-101

Dividend Comparison (2007 - 2026)

EVR vs AA dividend yield comparison.

Year	EVR	AA
2026	0.50%	0.38%
2025	0.98%	0.75%
2024	1.14%	1.06%
2023	1.75%	1.18%
2022	2.60%	0.88%
2021	1.95%	0.17%
2020	2.14%	0.00%
2019	3.00%	0.00%
2018	2.66%	0.00%
2017	1.58%	0.00%
2016	1.85%	0.32%
2015	2.13%	0.00%
2014	1.97%	0.00%
2013	1.52%	0.00%
2012	2.72%	0.00%
2011	2.78%	0.00%
2010	1.85%	0.00%
2009	1.68%	0.00%
2008	3.84%	0.00%
2007	1.90%	0.00%