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FMS vs EVR

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

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

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

FMS vs EVR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

FMS vs EVR - Historical Returns

Returns include dividend reinvestment.

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

FMS vs EVR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

FMS vs EVR Drawdown Comparison

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

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

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

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

Correlation

Correlation between FMS and EVR 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)

FMS vs EVR dividend yield comparison.

YearFMSEVR
20260.00%0.25%
20253.30%0.98%
20242.80%1.14%
20232.97%1.75%
20224.34%2.60%
20212.57%1.95%
20201.72%2.14%
20191.78%3.00%
20181.95%2.66%
20170.70%1.58%
20160.74%1.85%
20150.71%2.13%
20140.99%1.97%
20130.94%1.52%
20120.91%2.72%
20110.96%2.78%
20100.93%1.85%
20091.06%1.68%
20081.38%3.84%
20070.91%1.90%
20060.93%0.00%
20051.06%0.00%
20041.22%0.00%
20031.24%0.00%
20021.49%0.00%
20010.81%0.00%
20000.58%0.00%

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