StockComparison Logo
vs

EVR vs BJ

Comparison between Evercore Inc - Class A (EVR, Company) and BJ`s Wholesale Club Holdings Inc (BJ, Company).

EVR is from the Financial Services sector, while BJ is from the Consumer Defensive sector.

5-Year PerformanceEVR has outperformed BJ, delivering a return of +20.7% compared to +13.4%

EVR vs BJ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
EVR
$12B
Winner
BJ
$12B
Max Drawdown
EVR
82.23%
Winner
BJ
38.76%
Sharpe Ratio
Winner
EVR
0.22
BJ
-0.28
5Y Beta
EVR
1.79
Winner
BJ
-0.08
Industry
EVR
Capital Markets
BJ
Discount Stores
P/E Ratio
Winner
EVR
19.39
BJ
22.02
Forward P/E
Winner
EVR
17.42
BJ
21.64
PEG Ratio
Winner
EVR
0.30
BJ
16.65
Dividend Yield
EVR
1.08%
BJ
N/A
5Y Dividends CAGR
EVR
11.37%
BJ
N/A
5Y EPS CAGR
Winner
EVR
22.44%
BJ
8.22%
Debt to Equity
Winner
EVR
0.00%
BJ
36.41%
Free Cash Flow Yield
Winner
EVR
13.54%
BJ
1.77%
P/S Ratio
EVR
2.86
Winner
BJ
0.56
P/B Ratio
EVR
6.96
Winner
BJ
5.87

EVR vs BJ - Historical Returns

Returns include dividend reinvestment.

1M
EVR
-12.70%
Winner
BJ
+11.02%
3M
EVR
-6.65%
Winner
BJ
+5.12%
6M
EVR
-12.79%
Winner
BJ
-3.21%
1Y
Winner
EVR
+4.64%
BJ
-10.57%
5Y(CAGR)
Winner
EVR
+20.75%
BJ
+13.41%
10Y(CAGR)
Winner
EVR
+22.22%
BJ
+20.11%
Max(CAGR)
EVR
+15.85%
Winner
BJ
+20.11%

EVR vs BJ - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearEVRBJ
2026-11.18%+5.72%
2025+24.72%+2.07%
2024+66.57%+32.72%
2023+56.33%-1.81%
2022-18.36%+0.72%
2021+28.13%+79.35%
2020+49.85%+64.96%
2019+4.07%-1.22%
2018-19.45%+0.73%
2017+31.60%N/A
2016+33.07%N/A
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 BJ Drawdown Comparison

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

The maximum drawdown for BJ was -38.76%, occurring on Feb 28, 2020. Recovery took 429 trading sessions.

The current EVR drawdown is -18.57%. The current BJ drawdown is -18.98%.

RankEVRBJ
#1-81.51%
Oct 26, 2006 - Apr 23, 2010
-38.76%
Sep 6, 2018 - May 21, 2020
#2-67.41%
Aug 2, 2018 - Dec 18, 2020
-30.12%
Apr 14, 2025 - Jun 22, 2026
#3-49.63%
Oct 20, 2021 - Dec 8, 2023
-27.30%
Nov 18, 2021 - Aug 18, 2022
#4-47.87%
Nov 6, 2024 - Aug 13, 2025
-23.67%
Nov 10, 2022 - May 20, 2024
#5-43.33%
May 3, 2010 - Jan 29, 2013
-21.78%
Jan 27, 2021 - Jul 20, 2021
#6-32.10%
Jan 22, 2014 - Nov 10, 2016
-21.29%
Aug 24, 2020 - Jan 27, 2021
#7-30.07%
Jan 15, 2026 - Mar 12, 2026
-15.92%
Jul 16, 2024 - Nov 21, 2024
#8-20.86%
Mar 20, 2013 - Jul 23, 2013
-11.78%
Dec 11, 2024 - Jan 30, 2025
#9-19.61%
Sep 18, 2025 - Jan 5, 2026
-11.63%
Sep 9, 2022 - Nov 10, 2022
#10-17.77%
Feb 1, 2018 - May 1, 2018
-9.98%
May 22, 2020 - Jun 22, 2020
#11-17.62%
Mar 16, 2017 - Nov 13, 2017
-9.95%
Sep 3, 2021 - Oct 21, 2021
#12-16.12%
Aug 25, 2006 - Oct 9, 2006
-9.65%
Jul 13, 2018 - Aug 23, 2018
#13-15.67%
May 24, 2021 - Oct 13, 2021
-7.41%
Aug 24, 2018 - Aug 30, 2018
#14-11.92%
Sep 18, 2013 - Oct 24, 2013
-7.07%
Feb 11, 2025 - Mar 6, 2025
#15-11.54%
Jan 19, 2021 - Feb 16, 2021
-6.47%
Mar 7, 2025 - Apr 3, 2025

Correlation

Correlation between EVR and BJ is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82
-101

Select Stocks to Compare