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EVR vs PTC

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

EVR is from the Financial Services sector, while PTC is from the Technology sector.

5-Year PerformanceEVR has outperformed PTC, delivering a return of +22.4% compared to -4.9%

EVR vs PTC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
EVR
$13B
Winner
PTC
$13B
Max Drawdown
Winner
EVR
82.23%
PTC
94.98%
Sharpe Ratio
Winner
EVR
0.44
PTC
-1.79
5Y Beta
EVR
1.77
Winner
PTC
0.83
Industry
EVR
Capital Markets
PTC
Software - Application
P/E Ratio
EVR
18.87
Winner
PTC
10.67
Forward P/E
EVR
19.01
Winner
PTC
14.84
PEG Ratio
EVR
0.14
Winner
PTC
0.06
Dividend Yield
EVR
1.00%
PTC
N/A
5Y Dividends CAGR
EVR
11.37%
PTC
N/A
5Y EPS CAGR
EVR
21.99%
Winner
PTC
41.11%
Debt to Equity
Winner
EVR
0.00%
PTC
31.04%
Free Cash Flow Yield
Winner
EVR
12.11%
PTC
7.10%
P/S Ratio
Winner
EVR
2.85
PTC
4.36
P/B Ratio
EVR
7.39
Winner
PTC
3.61

EVR vs PTC - Historical Returns

Returns include dividend reinvestment.

1M
EVR
-3.85%
Winner
PTC
+4.95%
3M
Winner
EVR
-1.11%
PTC
-13.60%
6M
Winner
EVR
-5.69%
PTC
-26.90%
1Y
Winner
EVR
+14.20%
PTC
-41.34%
5Y(CAGR)
Winner
EVR
+22.36%
PTC
-4.94%
10Y(CAGR)
Winner
EVR
+23.72%
PTC
+11.46%
Max(CAGR)
Winner
EVR
+16.40%
PTC
+3.45%

EVR vs PTC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEVRPTC
2026-2.81%-30.32%
2025+24.72%-4.81%
2024+66.57%+9.04%
2023+56.33%+46.23%
2022-18.36%-2.39%
2021+28.13%+2.51%
2020+49.85%+56.62%
2019+4.07%-8.58%
2018-19.45%+35.55%
2017+31.60%+30.30%
2016+33.07%+37.18%
2015+5.30%-4.73%
2014-7.98%+5.62%
2013+94.26%+52.02%
2012+13.75%+20.37%
2011-23.19%-20.54%
2010+10.13%+35.15%
2009+155.43%+28.36%
2008-36.38%-29.29%
2007-40.00%+0.11%
2006+43.95%+15.14%
2005N/A+7.77%
2004N/A+49.11%
2003N/A+79.91%
2002N/A-67.73%
2001N/A-42.40%
2000N/A-46.52%
1999N/A+41.45%

EVR vs PTC Drawdown Comparison

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

The maximum drawdown for PTC was -94.98%, occurring on Oct 10, 2002. Recovery took 4611 trading sessions.

The current EVR drawdown is -10.89%. The current PTC drawdown is -45.26%.

RankEVRPTC
#1-81.51%
Oct 26, 2006 - Apr 23, 2010
-94.98%
Dec 16, 1999 - Apr 17, 2018
#2-67.41%
Aug 2, 2018 - Dec 18, 2020
-54.37%
Sep 28, 2018 - Nov 27, 2020
#3-49.63%
Oct 20, 2021 - Dec 8, 2023
-48.12%
Aug 27, 2025 - Jun 23, 2026
#4-47.87%
Nov 6, 2024 - Aug 13, 2025
-36.07%
Jul 23, 2021 - Nov 14, 2023
#5-43.33%
May 3, 2010 - Jan 29, 2013
-32.27%
Dec 11, 2024 - Jul 9, 2025
#6-32.10%
Jan 22, 2014 - Nov 10, 2016
-19.14%
Nov 18, 1999 - Dec 3, 1999
#7-30.07%
Jan 15, 2026 - Mar 12, 2026
-19.00%
Feb 19, 2021 - Apr 13, 2021
#8-20.86%
Mar 20, 2013 - Jul 23, 2013
-15.82%
Apr 26, 2021 - Jul 23, 2021
#9-19.61%
Sep 18, 2025 - Jan 5, 2026
-13.41%
Mar 22, 2024 - Nov 6, 2024
#10-17.77%
Feb 1, 2018 - May 1, 2018
-9.21%
Jul 9, 2025 - Jul 31, 2025
#11-17.62%
Mar 16, 2017 - Nov 13, 2017
-8.78%
Jun 20, 2018 - Sep 4, 2018
#12-16.12%
Aug 25, 2006 - Oct 9, 2006
-8.15%
Dec 6, 1999 - Dec 10, 1999
#13-15.67%
May 24, 2021 - Oct 13, 2021
-7.68%
Jan 22, 2021 - Jan 28, 2021
#14-11.92%
Sep 18, 2013 - Oct 24, 2013
-6.06%
Aug 4, 2025 - Aug 27, 2025
#15-11.54%
Jan 19, 2021 - Feb 16, 2021
-5.72%
Dec 28, 2023 - Jan 22, 2024

Correlation

Correlation between EVR and PTC is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

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