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EVR vs FMS

Comparison between Evercore Inc - Class A (EVR, Company) and Fresenius Medical Care AG & Co. KGaA (FMS, Company).

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

5-Year PerformanceEVR has outperformed FMS, delivering a return of +19.9% compared to -9.6%

EVR vs FMS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
EVR
$13B
FMS
$13B
Max Drawdown
EVR
82.23%
Winner
FMS
77.73%
Sharpe Ratio
Winner
EVR
1.15
FMS
-0.80
5Y Beta
EVR
1.76
Winner
FMS
0.38
Industry
EVR
Capital Markets
FMS
Medical Care Facilities
P/E Ratio
EVR
18.95
Winner
FMS
13.38
Forward P/E
EVR
19.53
Winner
FMS
9.20
PEG Ratio
Winner
EVR
0.14
FMS
0.16
Dividend Yield
EVR
1.00%
Winner
FMS
3.81%
5Y Dividends CAGR
EVR
7.04%
FMS
N/A
5Y EPS CAGR
Winner
EVR
21.99%
FMS
-3.42%
Debt to Equity
Winner
EVR
0.00%
FMS
73.34%
Free Cash Flow Yield
EVR
12.05%
Winner
FMS
20.47%
P/S Ratio
EVR
2.86
Winner
FMS
0.60
P/B Ratio
EVR
7.41
Winner
FMS
0.76

EVR vs FMS - Historical Returns

Returns include dividend reinvestment.

1M
EVR
-6.65%
Winner
FMS
-5.43%
3M
Winner
EVR
+3.70%
FMS
-11.62%
6M
Winner
EVR
+8.88%
FMS
-7.65%
1Y
Winner
EVR
+42.11%
FMS
-21.88%
5Y(CAGR)
Winner
EVR
+19.86%
FMS
-9.59%
10Y(CAGR)
Winner
EVR
+23.91%
FMS
-4.72%
Max(CAGR)
Winner
EVR
+16.45%
FMS
+3.69%

EVR vs FMS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEVRFMS
2026-4.86%-8.12%
2025+24.72%+10.46%
2024+66.57%+9.62%
2023+56.33%+32.75%
2022-18.36%-48.69%
2021+28.13%-22.15%
2020+49.85%+14.17%
2019+4.07%+14.97%
2018-19.45%-37.35%
2017+31.60%+25.11%
2016+33.07%+3.00%
2015+5.30%+15.27%
2014-7.98%+7.92%
2013+94.26%+4.68%
2012+13.75%-1.60%
2011-23.19%+19.12%
2010+10.13%+6.92%
2009+155.43%+12.89%
2008-36.38%-9.60%
2007-40.00%+17.56%
2006+43.95%+24.19%
2005N/A+32.87%
2004N/A+13.43%
2003N/A+75.69%
2002N/A-32.86%
2001N/A-28.05%
2000N/A-1.41%
1999N/A+20.10%

EVR vs FMS Drawdown Comparison

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

The maximum drawdown for FMS was -76.71%, occurring on Sep 19, 2002. Recovery took 1109 trading sessions.

The current EVR drawdown is -12.77%. The current FMS drawdown is -55.40%.

RankEVRFMS
#1-81.51%
Oct 26, 2006 - Apr 23, 2010
-76.71%
Sep 22, 2000 - Feb 24, 2005
#2-67.41%
Aug 2, 2018 - Dec 18, 2020
-75.62%
Jan 31, 2018 - Oct 10, 2022
#3-49.63%
Oct 20, 2021 - Dec 8, 2023
-39.57%
Jul 10, 2008 - Aug 17, 2010
#4-47.87%
Nov 6, 2024 - Aug 13, 2025
-24.50%
Dec 1, 1999 - Sep 1, 2000
#5-43.33%
May 3, 2010 - Jan 29, 2013
-20.91%
Jul 26, 2011 - Feb 25, 2015
#6-32.10%
Jan 22, 2014 - Nov 10, 2016
-20.16%
Jan 10, 2008 - Jul 3, 2008
#7-30.07%
Jan 15, 2026 - Mar 12, 2026
-19.10%
Aug 9, 2016 - May 31, 2017
#8-20.86%
Mar 20, 2013 - Jul 23, 2013
-15.76%
May 2, 2006 - Aug 2, 2006
#9-19.61%
Sep 18, 2025 - Jan 5, 2026
-14.90%
Jul 20, 2015 - Oct 29, 2015
#10-17.77%
Feb 1, 2018 - May 1, 2018
-13.95%
Nov 2, 2015 - Jul 28, 2016
#11-17.62%
Mar 16, 2017 - Nov 13, 2017
-12.99%
Mar 1, 2005 - Aug 3, 2005
#12-16.12%
Aug 25, 2006 - Oct 9, 2006
-12.90%
Oct 14, 2010 - Feb 15, 2011
#13-15.67%
May 24, 2021 - Oct 13, 2021
-11.81%
May 8, 2007 - Sep 12, 2007
#14-11.92%
Sep 18, 2013 - Oct 24, 2013
-10.72%
Apr 29, 2011 - Jul 25, 2011
#15-11.54%
Jan 19, 2021 - Feb 16, 2021
-9.92%
Jun 14, 2017 - Dec 4, 2017

Correlation

Correlation between EVR and FMS is -0.07 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.07
-101

Dividend Comparison (2000 - 2026)

EVR vs FMS dividend yield comparison.

YearEVRFMS
20260.25%0.00%
20250.98%3.30%
20241.14%2.80%
20231.75%2.97%
20222.60%4.34%
20211.95%2.57%
20202.14%1.72%
20193.00%1.78%
20182.66%1.95%
20171.58%0.70%
20161.85%0.74%
20152.13%0.71%
20141.97%0.99%
20131.52%0.94%
20122.72%0.91%
20112.78%0.96%
20101.85%0.93%
20091.68%1.06%
20083.84%1.38%
20071.90%0.91%
20060.00%0.93%
20050.00%1.06%
20040.00%1.22%
20030.00%1.24%
20020.00%1.49%
20010.00%0.81%
20000.00%0.58%

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