EVR vs DVA

Comparison between Evercore Inc - Class A (EVR, Company) and DaVita Inc (DVA, Company).

EVR is from the Financial Services sector, while DVA is from the Healthcare sector.

5-Year PerformanceEVR has outperformed DVA, delivering a return of +19.9% compared to +6.6%

EVR vs DVA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EVR(COMPANY)	DVA(COMPANY)
Market Cap	$12B	$12B
Max Drawdown	82.23%	68.00%
Sharpe Ratio	0.16	0.89
5Y Beta	1.79	0.35
Industry	Capital Markets	Medical Care Facilities
P/E Ratio	18.24	14.39
Forward P/E	16.18	12.66
PEG Ratio	0.28	0.76
Dividend Yield	1.14%	N/A
5Y Dividends CAGR	11.37%	N/A
5Y EPS CAGR	22.44%	9.61%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	14.40%	13.87%

Market Cap

EVR

$12B

Winner

DVA

$12B

Max Drawdown

EVR

82.23%

Winner

DVA

68.00%

Sharpe Ratio

EVR

0.16

Winner

DVA

0.89

5Y Beta

EVR

1.79

Winner

DVA

0.35

Industry

EVR

Capital Markets

DVA

Medical Care Facilities

P/E Ratio

EVR

18.24

Winner

DVA

14.39

Forward P/E

EVR

16.18

Winner

DVA

12.66

PEG Ratio

Winner

EVR

0.28

DVA

0.76

Dividend Yield

EVR

1.14%

DVA

N/A

5Y Dividends CAGR

EVR

11.37%

DVA

N/A

5Y EPS CAGR

Winner

EVR

22.44%

DVA

9.61%

Debt to Equity

EVR

0.00%

DVA

0.00%

Free Cash Flow Yield

Winner

EVR

14.40%

DVA

13.87%

EVR vs DVA - Historical Returns

Returns include dividend reinvestment.

Period	EVR	DVA
1 month	-6.50%	-23.95%
3 months	-6.87%	-9.56%
6 months	-2.54%	+20.29%
1 year	+0.28%	+33.02%
5 years(CAGR)	+19.94%	+6.58%
10 years(CAGR)	+22.32%	+9.99%
Max(CAGR)	+15.87%	+17.12%

Winner

EVR

-6.50%

DVA

-23.95%

Winner

EVR

-6.87%

DVA

-9.56%

EVR

-2.54%

Winner

DVA

+20.29%

EVR

+0.28%

Winner

DVA

+33.02%

5Y(CAGR)

Winner

EVR

+19.94%

DVA

+6.58%

10Y(CAGR)

Winner

EVR

+22.32%

DVA

+9.99%

Max(CAGR)

EVR

+15.87%

Winner

DVA

+17.12%

EVR vs DVA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EVR	DVA
2026	-10.58%	+56.47%
2025	+24.72%	-24.17%
2024	+66.57%	+39.91%
2023	+56.33%	+39.98%
2022	-18.36%	-35.31%
2021	+28.13%	-2.35%
2020	+49.85%	+56.01%
2019	+4.07%	+45.04%
2018	-19.45%	-29.06%
2017	+31.60%	+11.00%
2016	+33.07%	-6.51%
2015	+5.30%	-8.07%
2014	-7.98%	+16.92%
2013	+94.26%	+16.06%
2012	+13.75%	+43.30%
2011	-23.19%	+9.38%
2010	+10.13%	+15.97%
2009	+155.43%	+19.63%
2008	-36.38%	-10.67%
2007	-40.00%	+1.66%
2006	+43.95%	+10.40%
2005	N/A	+28.66%
2004	N/A	+50.08%
2003	N/A	+55.44%
2002	N/A	+3.87%
2001	N/A	+52.24%
2000	N/A	+148.99%
1999	N/A	-14.34%

EVR vs DVA Drawdown Comparison

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

The maximum drawdown for DVA was -68.00%, occurring on Mar 21, 2000. Recovery took 231 trading sessions.

The current EVR drawdown is -18.02%. The current DVA drawdown is -25.64%.

Rank	EVR	DVA
#1	-81.51% Oct 26, 2006 - Apr 23, 2010	-68.00% Nov 2, 1999 - Oct 2, 2000
#2	-67.41% Aug 2, 2018 - Dec 18, 2020	-51.10% Aug 4, 2021 - Mar 5, 2024
#3	-49.63% Oct 20, 2021 - Dec 8, 2023	-48.45% May 28, 2015 - Feb 11, 2020
#4	-47.87% Nov 6, 2024 - Aug 13, 2025	-41.43% Feb 4, 2025 - May 6, 2026
#5	-43.33% May 3, 2010 - Jan 29, 2013	-36.36% Oct 18, 2007 - Jun 17, 2010
#6	-32.10% Jan 22, 2014 - Nov 10, 2016	-32.14% Jul 7, 2011 - Mar 30, 2012
#7	-30.07% Jan 15, 2026 - Mar 12, 2026	-26.56% Feb 11, 2020 - Jul 29, 2020
#8	-20.86% Mar 20, 2013 - Jul 23, 2013	-25.99% Jul 29, 2026 - Aug 11, 2026
#9	-19.61% Sep 18, 2025 - Jan 5, 2026	-25.53% May 1, 2002 - Jun 11, 2003
#10	-17.77% Feb 1, 2018 - May 1, 2018	-25.32% Jan 31, 2001 - May 8, 2001
#11	-17.62% Mar 16, 2017 - Nov 13, 2017	-23.75% Jul 18, 2001 - Nov 30, 2001
#12	-16.12% Aug 25, 2006 - Oct 9, 2006	-21.04% Mar 16, 2006 - Sep 12, 2007
#13	-15.67% May 24, 2021 - Oct 13, 2021	-19.86% Apr 29, 2004 - Dec 6, 2004
#14	-11.92% Sep 18, 2013 - Oct 24, 2013	-19.30% Jan 8, 2021 - May 6, 2021
#15	-11.54% Jan 19, 2021 - Feb 16, 2021	-18.05% May 10, 2013 - Jan 9, 2014