EVR
Evercore Inc.
EVR has the edge over JPM overall, supported by stronger valuation and stronger fundamentals.
JPM
JPMorgan Chase & Co.
JPM has lower modeled downside risk, despite its lower overall score.
EVR Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| N/A | |
| N/A |
EVR's revenue and profitability are currently healthy. Free cash flow and net leverage aren't meaningful measures for financial services companies like EVR.
JPM Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| N/A | |
| N/A |
JPM's revenue and profitability are currently healthy. Free cash flow and net leverage aren't meaningful measures for financial services companies like JPM.
EVR PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 8.3x | $152 | -49% |
| Fair | 15x | $282 | -4.4% |
| Forward | 15x | $295 | — |
| Current | 16x | $295 | — |
| Expensive | 29x | $526 | +78% |
Historical ranges are pointers, not guarantees.
EVR's PE is in its fair range at 16x. If earnings grow as analysts expect, today's price would be 15x next year's earnings.
JPM PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 9.7x | $231 | -33% |
| Fair | 12x | $287 | -16% |
| Current | 14x | $343 | — |
| Forward | 14x | $343 | — |
| Expensive | 15x | $361 | +5.2% |
Historical ranges are pointers, not guarantees.
JPM has the edge over EVR in the historical PE scenario, which offers more potential upside but is not a forecast.
EVR Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Strong growth | |
| Improving | |
| Limited | |
| Moderate |
EVR has the edge over JPM on the outlook, with more favorable valuation expectations.
JPM Forward outlook
| Metric | Outlook |
|---|---|
| Stable | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for JPM, with profitability improving.
EVR Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $20.11 | +10% |
| Q3 2026 | $18.25 | +45% |
| Q2 2026 | $17.73 | +61% |
| Q1 2026 | $17.77 | +70% |
| Q4 2025 | $14.05 | +55% |
| Q3 2025 | $12.57 | +61% |
| Q2 2025 | $11.02 | +52% |
| Q1 2025 | $10.47 | +64% |
| Q4 2024 | $9.08 | +43% |
EVR has the edge over JPM on earnings, with stronger typical year-over-year growth.
JPM Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $24.99 | +4.8% |
| Q3 2026 | $23.85 | +18% |
| Q2 2026 | $23.35 | +20% |
| Q1 2026 | $20.89 | +2.5% |
| Q4 2025 | $20.02 | +1.4% |
| Q3 2025 | $20.20 | +12% |
| Q2 2025 | $19.50 | +8.7% |
| Q1 2025 | $20.38 | +23% |
| Q4 2024 | $19.75 | +22% |
JPM's earnings per share have climbed steadily: $23.85 over the past year, up 18% from the year before, and higher year over year for 15 quarters in a row.
EVR Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.2B | +12% |
| Q2 2026 | $990.2M | +19% |
| Q1 2026 | $1.4B | +100% |
| Q4 2025 | $1.3B | +32% |
| Q3 2025 | $1B | +41% |
| Q2 2025 | $833.8M | +21% |
| Q1 2025 | $694.8M | +20% |
| Q4 2024 | $975.3M | +24% |
EVR has the edge over JPM on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 21% | -0.1 points |
| Q2 2026 | 15% | -3.2 points |
| Q1 2026 | 24% | +7.7 points |
| Q4 2025 | 24% | +2.4 points |
| Q3 2025 | 21% | +4.2 points |
| Q2 2025 | 18% | +2.2 points |
| Q1 2025 | 16% | +1.2 points |
| Q4 2024 | 22% | +6.6 points |
EVR's operating margin was 21% last quarter, about level with the same quarter a year ago.
JPM Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $50.2B | +8.1% |
| Q2 2026 | $57.3B | +28% |
| Q1 2026 | $49.8B | +10% |
| Q4 2025 | $45.8B | +7.1% |
| Q3 2025 | $46.4B | +8.8% |
| Q2 2025 | $44.9B | -11% |
| Q1 2025 | $45.3B | +8.1% |
| Q4 2024 | $42.8B | +11% |
JPM's revenue has grown year over year for five quarters in a row: $50.2B last quarter, up 8.1% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 40% | -0.2 points |
| Q2 2026 | 48% | +7.3 points |
| Q1 2026 | 41% | +0.5 points |
| Q4 2025 | 37% | -3.2 points |
| Q3 2025 | 40% | +0.6 points |
| Q2 2025 | 41% | -6 points |
| Q1 2025 | 41% | -0.6 points |
| Q4 2024 | 41% | +11 points |
JPM has the edge over EVR on profitability, with a higher operating margin.
EVR Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $640.8M | +18% |
| Q2 2026 | $514.8M | +25% |
| Q1 2026 | -$229M | +$340.3M |
| Q4 2025 | $798.6M | +19% |
| Q3 2025 | $541.5M | +139% |
| Q2 2025 | $411.7M | +21% |
| Q1 2025 | -$569.3M | -$287M |
| Q4 2024 | $673.1M | +63% |
EVR has the edge over JPM on cash generation, producing positive trailing cash flow while its opponent burns cash.
JPM Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $33.2B | +$78.4B |
| Q2 2026 | -$25.3B | -186% |
| Q1 2026 | -$211.8B | +$40.1B |
| Q4 2025 | $119.7B | -19% |
| Q3 2025 | -$45.2B | +$28.9B |
| Q2 2025 | $29.5B | -23% |
| Q1 2025 | -$251.8B | -$97.7B |
| Q4 2024 | $147.8B | +145% |
JPM's free cash flow was −$84.2B over the past year, against −$120B the year before. Free cash flow isn't a meaningful measure for financial services companies like JPM.
EVR Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.5% | -212K shares |
| 1 year | -3.5% | -1.5M shares |
| 3 years | +2.3% | +922K shares |
| 5 years | -4.2% | -1.8M shares |
| Available history | -5.3% | -2.3M shares |
EVR has the edge over JPM on shareholder dilution, with a more favorable share count trend.
JPM Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.4% | -11.2M shares |
| 1 year | -3.1% | -84.6M shares |
| 3 years | -8.5% | -249M shares |
| 5 years | -11% | -322M shares |
| Available history | -17% | -547M shares |
JPM has 2.7B diluted shares, down 3.1% from a year ago, with $24.5B in buybacks over the past year.
| Quarter | Spent |
|---|---|
| Q3 2026 | $1.1B |
| Q2 2026 | $6.8B |
| Q1 2026 | $8.3B |
| Q4 2025 | $8.3B |
| Q3 2025 | $8.3B |
| Q2 2025 | $7.5B |
| Q1 2025 | $7.5B |
| Q4 2024 | $4.3B |
JPM spent $24.5B buying back its own shares over the past year, down 11% from the year before.
EVR Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.6x | Net Cash |
| Q2 2026 | -0.7x | Net Cash |
| Q1 2026 | -0.4x | Net Cash |
| Q4 2025 | -1.0x | Net Cash |
| Q3 2025 | -0.4x | Net Cash |
| Q2 2025 | -0.4x | Net Cash |
| Q1 2025 | -0.3x | Net Cash |
| Q4 2024 | -0.9x | Net Cash |
EVR has the edge over JPM on leverage, with a lower net debt burden relative to earnings.
JPM Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.5x | Very low |
| Q2 2026 | 0.5x | Very low |
| Q1 2026 | 0.6x | Very low |
| Q4 2025 | 0.5x | Very low |
| Q3 2025 | 0.6x | Very low |
| Q2 2025 | 0.5x | Very low |
| Q1 2025 | 0.5x | Very low |
| Q4 2024 | 0.4x | Very low |
JPM's net debt is less than a year of its operating earnings (EBITDA). Net leverage isn't a meaningful measure for financial services companies like JPM.
EVR Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 49.6 | Neutral |
| Stochastic | 54.7 | Neutral |
EVR's weekly RSI is 50 (neutral) and its Stochastic is 55 (neutral).
JPM Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 54.8 | Neutral |
| Stochastic | 31.5 | Neutral |
JPM's weekly RSI is 55 (neutral) and its Stochastic is 31 (neutral).
EVR PE vs Financial Services Sector
| Metric | EVR | Sector median | Relative |
|---|---|---|---|
| PE | 16x | 13x | 24% above |
| PE % | 53 | 63 | 10 pts below |
EVR is trading at 16x earnings, a 24% premium to the Financial Services sector's median of 13x.
JPM PE vs Financial Services Sector
| Metric | JPM | Sector median | Relative |
|---|---|---|---|
| PE | 14x | 13x | 10% above |
| PE % | 76 | 63 | 13 pts above |
JPM has the edge over EVR on valuation relative to its sector.
EVR Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $271.6 | 8.7% above |
| 20 week MA | $294.5 | 0.3% above |
| 50 week MA | $318.7 | 7.3% below |
| 100 week MA | $294.7 | 0.2% above |
| 200 week MA | $235.8 | 25% above |
EVR's trend is mixed: it's above four of its five weekly moving averages, and 25% above its 200-week average.
JPM Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $336.8 | 1.8% above |
| 20 week MA | $345.3 | 0.7% below |
| 50 week MA | $323.2 | 6.1% above |
| 100 week MA | $298.9 | 15% above |
| 200 week MA | $236.6 | 45% above |
JPM's trend is mixed: it's above four of its five weekly moving averages, and 45% above its 200-week average.
EVR Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $75.4 | $110.5 | +47% |
| 2021 | $110.5 | $135.7 | +23% |
| 2022 | $135.7 | $109.6 | -19% |
| 2023 | $109.6 | $171.1 | +56% |
| 2024 | $171.1 | $278.0 | +63% |
| 2025 | $278.0 | $352.2 | +27% |
| 2026 YTD | $352.2 | $295.3 | -16% |
EVR has finished higher in five of the last six years, two of them by more than 50%. It's down 16% so far in 2026.
JPM Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $139.1 | $124.5 | -11% |
| 2021 | $124.5 | $157.3 | +26% |
| 2022 | $157.3 | $131.3 | -17% |
| 2023 | $131.3 | $170.1 | +30% |
| 2024 | $170.1 | $241.2 | +42% |
| 2025 | $241.2 | $327.9 | +36% |
| 2026 YTD | $327.9 | $342.8 | +4.5% |
JPM has the edge over EVR on returns for 2026, with the stronger performance.