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GEN vs EVR

Comparison between Gen Digital Inc (GEN, Company) and Evercore Inc - Class A (EVR, Company).

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

5-Year PerformanceEVR has outperformed GEN, delivering a return of +26.0% compared to +0.0%

GEN vs EVR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
GEN
$14B
Winner
EVR
$14B
Max Drawdown
Winner
GEN
69.98%
EVR
82.23%
Sharpe Ratio
GEN
-0.51
Winner
EVR
1.28
5Y Beta
Winner
GEN
0.87
EVR
1.76
Industry
GEN
Software - Infrastructure
EVR
Capital Markets
P/E Ratio
Winner
GEN
15.02
EVR
20.94
Forward P/E
Winner
GEN
8.25
EVR
21.60
PEG Ratio
GEN
0.28
Winner
EVR
0.16
Dividend Yield
Winner
GEN
2.04%
EVR
0.91%
5Y Dividends CAGR
GEN
4.56%
Winner
EVR
11.37%
5Y EPS CAGR
GEN
11.22%
Winner
EVR
21.99%
Debt to Equity
GEN
313.90%
Winner
EVR
0.00%
Free Cash Flow Yield
GEN
10.53%
Winner
EVR
10.91%

GEN vs EVR - Historical Returns

Returns include dividend reinvestment.

1M
GEN
-0.66%
Winner
EVR
+12.28%
3M
GEN
+18.10%
Winner
EVR
+35.51%
6M
GEN
-11.77%
Winner
EVR
+10.48%
1Y
GEN
-16.05%
Winner
EVR
+52.20%
5Y(CAGR)
GEN
+0.00%
Winner
EVR
+26.01%
10Y(CAGR)
GEN
+9.48%
Winner
EVR
+24.98%
Max(CAGR)
GEN
+9.48%
Winner
EVR
+17.02%

GEN vs EVR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearGENEVR
2026-6.28%+6.39%
2025+0.70%+24.72%
2024+22.56%+66.57%
2023+8.30%+56.33%
2022-16.94%-18.36%
2021+27.65%+28.13%
2020+39.08%+49.85%
2019+36.84%+4.07%
2018-33.76%-19.45%
2017+18.10%+31.60%
2016+44.85%+33.07%
2015-15.67%+5.30%
2014+12.28%-7.98%
2013+23.24%+94.26%
2012+19.26%+13.75%
2011-8.80%-23.19%
2010-9.02%+10.13%
2009+20.88%+155.43%
2008-15.82%-36.38%
2007-24.37%-40.00%
2006+19.21%+43.95%
2005-33.21%N/A
2004+48.30%N/A
2003+61.67%N/A
2002+20.73%N/A
2001+97.65%N/A
2000-41.32%N/A
1999+22.45%N/A

GEN vs EVR Drawdown Comparison

The maximum drawdown for GEN was -69.98%, occurring on Nov 20, 2008. Recovery took 2959 trading sessions.

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

The current GEN drawdown is -23.36%. The current EVR drawdown is -2.46%.

RankGENEVR
#1-69.98%
Dec 3, 2004 - Sep 6, 2016
-81.51%
Oct 26, 2006 - Apr 23, 2010
#2-63.11%
Mar 10, 2000 - Mar 4, 2002
-67.41%
Aug 2, 2018 - Dec 18, 2020
#3-48.41%
Feb 9, 2022 - Oct 31, 2024
-49.63%
Oct 20, 2021 - Dec 8, 2023
#4-47.58%
Sep 19, 2017 - Feb 7, 2020
-47.87%
Nov 6, 2024 - Aug 13, 2025
#5-43.59%
Aug 13, 2025 - Apr 10, 2026
-43.33%
May 3, 2010 - Jan 29, 2013
#6-34.74%
Mar 19, 2002 - Nov 15, 2002
-32.10%
Jan 22, 2014 - Nov 10, 2016
#7-27.66%
Dec 22, 1999 - Feb 10, 2000
-30.07%
Jan 15, 2026 - Mar 12, 2026
#8-25.53%
Dec 4, 2024 - Aug 12, 2025
-20.86%
Mar 20, 2013 - Jul 23, 2013
#9-24.68%
Aug 26, 2020 - May 12, 2021
-19.61%
Sep 18, 2025 - Jan 5, 2026
#10-21.43%
Feb 25, 2003 - Jun 6, 2003
-17.77%
Feb 1, 2018 - May 1, 2018
#11-19.76%
Feb 20, 2020 - Apr 24, 2020
-17.62%
Mar 16, 2017 - Nov 13, 2017
#12-18.93%
Apr 22, 2004 - Sep 10, 2004
-16.12%
Aug 25, 2006 - Oct 9, 2006
#13-16.90%
May 10, 2017 - Sep 12, 2017
-15.67%
May 24, 2021 - Oct 13, 2021
#14-16.67%
Jun 10, 2021 - Feb 8, 2022
-11.92%
Sep 18, 2013 - Oct 24, 2013
#15-15.57%
May 29, 2020 - Aug 7, 2020
-11.54%
Jan 19, 2021 - Feb 16, 2021

Correlation

Correlation between GEN and EVR is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86
-101

Dividend Comparison (2007 - 2026)

GEN vs EVR dividend yield comparison.

YearGENEVR
20261.03%0.47%
20251.84%0.98%
20241.83%1.14%
20232.19%1.75%
20222.33%2.60%
20211.92%1.95%
202060.15%2.14%
20191.37%3.00%
20181.59%2.66%
20171.07%1.58%
201618.31%1.85%
20152.86%2.13%
20142.34%1.97%
20131.91%1.52%
20120.00%2.72%
20110.00%2.78%
20100.00%1.85%
20090.00%1.68%
20080.00%3.84%
20070.00%1.90%

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