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EVR vs PNR

Comparison between Evercore Inc - Class A (EVR, Company) and Pentair plc (PNR, Company).

EVR is from the Financial Services sector, while PNR is from the Industrials sector.

5-Year PerformanceEVR has outperformed PNR, delivering a return of +20.6% compared to +3.8%

EVR vs PNR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
EVR
$13B
PNR
$13B
Max Drawdown
EVR
82.23%
Winner
PNR
61.76%
Sharpe Ratio
Winner
EVR
1.49
PNR
-0.60
5Y Beta
EVR
1.76
Winner
PNR
1.09
Industry
EVR
Capital Markets
PNR
Specialty Industrial Machinery
P/E Ratio
Winner
EVR
18.78
PNR
19.84
Forward P/E
EVR
19.08
Winner
PNR
14.41
PEG Ratio
Winner
EVR
0.14
PNR
1.54
Dividend Yield
EVR
1.03%
Winner
PNR
1.29%
5Y Dividends CAGR
EVR
7.04%
Winner
PNR
17.34%
5Y EPS CAGR
Winner
EVR
21.99%
PNR
16.99%
Debt to Equity
Winner
EVR
0.00%
PNR
51.03%
Free Cash Flow Yield
Winner
EVR
12.16%
PNR
5.51%
P/S Ratio
Winner
EVR
2.83
PNR
3.07
P/B Ratio
EVR
6.07
Winner
PNR
3.27

EVR vs PNR - Historical Returns

Returns include dividend reinvestment.

1M
Winner
EVR
+4.60%
PNR
-14.89%
3M
Winner
EVR
-4.92%
PNR
-20.99%
6M
Winner
EVR
+11.85%
PNR
-28.05%
1Y
Winner
EVR
+59.18%
PNR
-17.03%
5Y(CAGR)
Winner
EVR
+20.59%
PNR
+3.83%
10Y(CAGR)
Winner
EVR
+23.83%
PNR
+8.84%
Max(CAGR)
Winner
EVR
+16.60%
PNR
+8.97%

EVR vs PNR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEVRPNR
2026-2.65%-26.76%
2025+24.72%+4.78%
2024+66.57%+43.53%
2023+56.33%+63.38%
2022-18.36%-35.55%
2021+28.13%+43.46%
2020+49.85%+16.49%
2019+4.07%+23.73%
2018-19.45%-18.43%
2017+31.60%+24.47%
2016+33.07%+16.58%
2015+5.30%-24.10%
2014-7.98%-12.26%
2013+94.26%+56.03%
2012+13.75%+47.19%
2011-23.19%-8.05%
2010+10.13%+11.89%
2009+155.43%+33.86%
2008-36.38%-29.21%
2007-40.00%+17.94%
2006+43.95%-6.85%
2005N/A-18.63%
2004N/A+92.41%
2003N/A+32.23%
2002N/A-3.85%
2001N/A+62.31%
2000N/A-32.45%
1999N/A+5.48%

EVR vs PNR Drawdown Comparison

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

The maximum drawdown for PNR was -58.94%, occurring on Mar 9, 2009. Recovery took 1542 trading sessions.

The current EVR drawdown is -10.74%. The current PNR drawdown is -31.24%.

RankEVRPNR
#1-81.51%
Oct 26, 2006 - Apr 23, 2010
-58.94%
May 18, 2005 - Jul 1, 2011
#2-67.41%
Aug 2, 2018 - Dec 18, 2020
-53.67%
Mar 7, 2014 - Oct 8, 2020
#3-49.63%
Oct 20, 2021 - Dec 8, 2023
-51.99%
May 16, 2000 - Mar 12, 2002
#4-47.87%
Nov 6, 2024 - Aug 13, 2025
-50.46%
Aug 16, 2021 - Feb 29, 2024
#5-43.33%
May 3, 2010 - Jan 29, 2013
-40.55%
May 14, 2002 - Feb 4, 2004
#6-32.10%
Jan 22, 2014 - Nov 10, 2016
-31.24%
Sep 11, 2025 - May 8, 2026
#7-30.07%
Jan 15, 2026 - Mar 12, 2026
-30.08%
Dec 11, 2024 - Aug 13, 2025
#8-20.86%
Mar 20, 2013 - Jul 23, 2013
-28.43%
Jul 7, 2011 - Mar 28, 2012
#9-19.61%
Sep 18, 2025 - Jan 5, 2026
-21.67%
Mar 30, 2012 - Nov 23, 2012
#10-17.77%
Feb 1, 2018 - May 1, 2018
-18.87%
Nov 16, 1999 - Mar 16, 2000
#11-17.62%
Mar 16, 2017 - Nov 13, 2017
-15.50%
Jan 31, 2005 - May 17, 2005
#12-16.12%
Aug 25, 2006 - Oct 9, 2006
-12.77%
Mar 28, 2024 - Jul 23, 2024
#13-15.67%
May 24, 2021 - Oct 13, 2021
-10.47%
Mar 16, 2000 - Apr 3, 2000
#14-11.92%
Sep 18, 2013 - Oct 24, 2013
-9.58%
Jun 2, 2021 - Jul 27, 2021
#15-11.54%
Jan 19, 2021 - Feb 16, 2021
-9.45%
Apr 11, 2000 - May 2, 2000

Correlation

Correlation between EVR and PNR is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (2000 - 2026)

EVR vs PNR dividend yield comparison.

YearEVRPNR
20260.25%0.70%
20250.98%0.96%
20241.14%0.91%
20231.75%1.21%
20222.60%1.87%
20211.95%1.10%
20202.14%1.43%
20193.00%1.57%
20182.66%2.17%
20171.58%1.95%
20161.85%2.39%
20152.13%2.58%
20141.97%1.66%
20131.52%1.24%
20122.72%1.79%
20112.78%2.40%
20101.85%2.08%
20091.68%2.23%
20083.84%2.87%
20071.90%1.72%
20060.00%1.78%
20050.00%1.51%
20040.00%0.75%
20030.00%0.90%
20020.00%1.07%
20010.00%0.96%
20000.00%1.34%

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