EVR vs WMG

Comparison between Evercore Inc - Class A (EVR, Company) and Warner Music Group Corp - Class A (WMG, Company).

EVR is from the Financial Services sector, while WMG is from the Communication Services sector.

5-Year PerformanceEVR has outperformed WMG, delivering a return of +22.5% compared to -4.3%

EVR vs WMG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EVR(COMPANY)	WMG(COMPANY)
Market Cap	$14B	$14B
Max Drawdown	82.23%	54.88%
Sharpe Ratio	0.87	0.03
5Y Beta	1.75	0.61
Industry	Capital Markets	Entertainment
P/E Ratio	19.91	47.04
Forward P/E	21.19	13.50
PEG Ratio	0.15	0.50
Dividend Yield	0.93%	2.72%
5Y Dividends CAGR	11.37%	14.39%
5Y EPS CAGR	21.99%	N/A
Debt to Equity	0.00%	639.43%
Free Cash Flow Yield	11.47%	5.31%
P/S Ratio	3.00	1.97
P/B Ratio	7.96	19.47

Market Cap

Winner

EVR

$14B

WMG

$14B

Max Drawdown

EVR

82.23%

Winner

WMG

54.88%

Sharpe Ratio

Winner

EVR

0.87

WMG

0.03

5Y Beta

EVR

1.75

Winner

WMG

0.61

Industry

EVR

Capital Markets

WMG

Entertainment

P/E Ratio

Winner

EVR

19.91

WMG

47.04

Forward P/E

EVR

21.19

Winner

WMG

13.50

PEG Ratio

Winner

EVR

0.15

WMG

0.50

Dividend Yield

EVR

0.93%

Winner

WMG

2.72%

5Y Dividends CAGR

EVR

11.37%

Winner

WMG

14.39%

5Y EPS CAGR

EVR

21.99%

WMG

N/A

Debt to Equity

Winner

EVR

0.00%

WMG

639.43%

Free Cash Flow Yield

Winner

EVR

11.47%

WMG

5.31%

P/S Ratio

EVR

3.00

Winner

WMG

1.97

P/B Ratio

Winner

EVR

7.96

WMG

19.47

EVR vs WMG - Historical Returns

Returns include dividend reinvestment.

Period	EVR	WMG
1 month	+1.36%	-23.93%
3 months	+21.51%	+10.65%
6 months	-0.26%	-10.81%
1 year	+31.56%	+2.82%
5 years(CAGR)	+22.50%	-4.35%
10 years(CAGR)	+24.84%	N/A
Max(CAGR)	+16.61%	-0.22%

Winner

EVR

+1.36%

WMG

-23.93%

Winner

EVR

+21.51%

WMG

+10.65%

Winner

EVR

-0.26%

WMG

-10.81%

Winner

EVR

+31.56%

WMG

+2.82%

5Y(CAGR)

Winner

EVR

+22.50%

WMG

-4.35%

10Y(CAGR)

EVR

+24.84%

WMG

N/A

Max(CAGR)

Winner

EVR

+16.61%

WMG

-0.22%

EVR vs WMG - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	EVR	WMG
2026	-0.50%	-12.59%
2025	+24.72%	+0.36%
2024	+66.57%	-11.54%
2023	+56.33%	+3.44%
2022	-18.36%	-16.76%
2021	+28.13%	+18.81%
2020	+49.85%	+27.17%
2019	+4.07%	N/A
2018	-19.45%	N/A
2017	+31.60%	N/A
2016	+33.07%	N/A
2015	+5.30%	N/A
2014	-7.98%	N/A
2013	+94.26%	N/A
2012	+13.75%	N/A
2011	-23.19%	N/A
2010	+10.13%	N/A
2009	+155.43%	N/A
2008	-36.38%	N/A
2007	-40.00%	N/A
2006	+43.95%	N/A

EVR vs WMG Drawdown Comparison

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

The maximum drawdown for WMG was -54.04%, occurring on Oct 10, 2022. This drawdown has not yet recovered.

The current EVR drawdown is -8.77%. The current WMG drawdown is -41.14%.

Rank	EVR	WMG
#1	-81.51% Oct 26, 2006 - Apr 23, 2010	-54.04% Oct 28, 2021 - Oct 10, 2022
#2	-67.41% Aug 2, 2018 - Dec 18, 2020	-19.83% Jun 19, 2020 - Dec 9, 2020
#3	-49.63% Oct 20, 2021 - Dec 8, 2023	-17.91% Feb 10, 2021 - Apr 27, 2021
#4	-47.87% Nov 6, 2024 - Aug 13, 2025	-14.36% Apr 27, 2021 - Sep 8, 2021
#5	-43.33% May 3, 2010 - Jan 29, 2013	-9.42% Jan 22, 2021 - Feb 10, 2021
#6	-32.10% Jan 22, 2014 - Nov 10, 2016	-8.76% Sep 21, 2021 - Oct 8, 2021
#7	-30.07% Jan 15, 2026 - Mar 12, 2026	-8.18% Dec 23, 2020 - Jan 20, 2021
#8	-20.86% Mar 20, 2013 - Jul 23, 2013	-6.28% Jun 9, 2020 - Jun 15, 2020
#9	-19.61% Sep 18, 2025 - Jan 5, 2026	-2.78% Sep 17, 2021 - Sep 21, 2021
#10	-17.77% Feb 1, 2018 - May 1, 2018	-2.16% Dec 10, 2020 - Dec 17, 2020
#11	-17.62% Mar 16, 2017 - Nov 13, 2017	-1.72% Sep 14, 2021 - Sep 17, 2021
#12	-16.12% Aug 25, 2006 - Oct 9, 2006	-0.87% Oct 20, 2021 - Oct 27, 2021
#13	-15.67% May 24, 2021 - Oct 13, 2021	-0.80% Oct 14, 2021 - Oct 18, 2021
#14	-11.92% Sep 18, 2013 - Oct 24, 2013	-0.60% Jun 3, 2020 - Jun 8, 2020
#15	-11.54% Jan 19, 2021 - Feb 16, 2021	-0.34% Jun 15, 2020 - Jun 17, 2020

Correlation

Correlation between EVR and WMG is 0.04 which considered as a very weak or no correlation - the stocks move independently of each other.

0.04

-101

Dividend Comparison (2007 - 2026)

EVR vs WMG dividend yield comparison.

Year	EVR	WMG
2026	0.50%	1.45%
2025	0.98%	2.41%
2024	1.14%	2.26%
2023	1.75%	1.84%
2022	2.60%	1.77%
2021	1.95%	1.25%
2020	2.14%	0.63%
2019	3.00%	0.00%
2018	2.66%	0.00%
2017	1.58%	0.00%
2016	1.85%	0.00%
2015	2.13%	0.00%
2014	1.97%	0.00%
2013	1.52%	0.00%
2012	2.72%	0.00%
2011	2.78%	0.00%
2010	1.85%	0.00%
2009	1.68%	0.00%
2008	3.84%	0.00%
2007	1.90%	0.00%