EVR vs HALO

Comparison between Evercore Inc - Class A (EVR, Company) and Halozyme Therapeutics Inc (HALO, Company).

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

5-Year PerformanceEVR has outperformed HALO, delivering a return of +19.9% compared to +19.4%

EVR vs HALO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EVR(COMPANY)	HALO(COMPANY)
Market Cap	$12B	$12B
Max Drawdown	82.23%	74.26%
Sharpe Ratio	0.16	1.39
5Y Beta	1.79	0.63
Industry	Capital Markets	Biotechnology
P/E Ratio	18.24	28.51
Forward P/E	16.18	14.20
PEG Ratio	0.28	N/A
Dividend Yield	1.14%	N/A
5Y Dividends CAGR	11.37%	N/A
5Y EPS CAGR	22.44%	16.83%
Debt to Equity	0.00%	1495.48%
Free Cash Flow Yield	14.40%	6.95%

Market Cap

EVR

$12B

Winner

HALO

$12B

Max Drawdown

EVR

82.23%

Winner

HALO

74.26%

Sharpe Ratio

EVR

0.16

Winner

HALO

1.39

5Y Beta

EVR

1.79

Winner

HALO

0.63

Industry

EVR

Capital Markets

HALO

Biotechnology

P/E Ratio

Winner

EVR

18.24

HALO

28.51

Forward P/E

EVR

16.18

Winner

HALO

14.20

PEG Ratio

EVR

0.28

HALO

N/A

Dividend Yield

EVR

1.14%

HALO

N/A

5Y Dividends CAGR

EVR

11.37%

HALO

N/A

5Y EPS CAGR

Winner

EVR

22.44%

HALO

16.83%

Debt to Equity

Winner

EVR

0.00%

HALO

1495.48%

Free Cash Flow Yield

Winner

EVR

14.40%

HALO

6.95%

EVR vs HALO - Historical Returns

Returns include dividend reinvestment.

Period	EVR	HALO
1 month	-6.50%	+32.27%
3 months	-6.87%	+43.75%
6 months	-2.54%	+26.72%
1 year	+0.28%	+54.57%
5 years(CAGR)	+19.94%	+19.41%
10 years(CAGR)	+22.32%	+25.66%
Max(CAGR)	+15.87%	+15.17%

EVR

-6.50%

Winner

HALO

+32.27%

EVR

-6.87%

Winner

HALO

+43.75%

EVR

-2.54%

Winner

HALO

+26.72%

EVR

+0.28%

Winner

HALO

+54.57%

5Y(CAGR)

Winner

EVR

+19.94%

HALO

+19.41%

10Y(CAGR)

EVR

+22.32%

Winner

HALO

+25.66%

Max(CAGR)

Winner

EVR

+15.87%

HALO

+15.17%

EVR vs HALO - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	EVR	HALO
2026	-10.58%	+43.18%
2025	+24.72%	+40.18%
2024	+66.57%	+27.87%
2023	+56.33%	-32.96%
2022	-18.36%	+38.58%
2021	+28.13%	-5.19%
2020	+49.85%	+135.97%
2019	+4.07%	+19.80%
2018	-19.45%	-27.57%
2017	+31.60%	+102.80%
2016	+33.07%	-40.63%
2015	+5.30%	+76.48%
2014	-7.98%	-35.71%
2013	+94.26%	+120.77%
2012	+13.75%	-29.66%
2011	-23.19%	+20.38%
2010	+10.13%	+29.62%
2009	+155.43%	+0.34%
2008	-36.38%	-17.40%
2007	-40.00%	-12.22%
2006	+43.95%	+328.19%
2005	N/A	-12.08%
2004	N/A	-48.24%

EVR vs HALO Drawdown Comparison

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

The maximum drawdown for HALO was -74.26%, occurring on Dec 4, 2008. Recovery took 1175 trading sessions.

The current EVR drawdown is -18.02%. The current HALO drawdown is -2.38%.

Rank	EVR	HALO
#1	-81.51% Oct 26, 2006 - Apr 23, 2010	-74.26% Jun 5, 2007 - Feb 1, 2012
#2	-67.41% Aug 2, 2018 - Dec 18, 2020	-71.03% Jul 22, 2015 - May 11, 2020
#3	-49.63% Oct 20, 2021 - Dec 8, 2023	-69.11% Apr 27, 2004 - Dec 7, 2006
#4	-47.87% Nov 6, 2024 - Aug 13, 2025	-67.79% Mar 27, 2012 - Nov 13, 2013
#5	-43.33% May 3, 2010 - Jan 29, 2013	-59.65% Jan 23, 2014 - May 26, 2015
#6	-32.10% Jan 22, 2014 - Nov 10, 2016	-49.06% Dec 2, 2022 - Aug 19, 2024
#7	-30.07% Jan 15, 2026 - Mar 12, 2026	-38.15% Feb 24, 2021 - Jul 8, 2022
#8	-20.86% Mar 20, 2013 - Jul 23, 2013	-33.92% Aug 28, 2024 - Mar 21, 2025
#9	-19.61% Sep 18, 2025 - Jan 5, 2026	-31.69% May 7, 2025 - Aug 20, 2025
#10	-17.77% Feb 1, 2018 - May 1, 2018	-25.59% Jul 8, 2022 - Nov 10, 2022
#11	-17.62% Mar 16, 2017 - Nov 13, 2017	-24.13% Feb 6, 2026 - Jul 7, 2026
#12	-16.12% Aug 25, 2006 - Oct 9, 2006	-20.96% Sep 22, 2025 - Feb 5, 2026
#13	-15.67% May 24, 2021 - Oct 13, 2021	-16.28% Dec 2, 2013 - Dec 23, 2013
#14	-11.92% Sep 18, 2013 - Oct 24, 2013	-15.56% Feb 22, 2007 - Apr 24, 2007
#15	-11.54% Jan 19, 2021 - Feb 16, 2021	-15.27% Dec 27, 2006 - Feb 8, 2007