EVR
Evercore Inc.
EVR has lower modeled downside risk, despite its lower overall score.
SOFI
SoFi Technologies, Inc.
SOFI has the edge over EVR overall, supported by stronger valuation and stronger modeled upside.
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.
SOFI Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| N/A | |
| N/A |
SOFI's revenue and profitability are currently healthy. Free cash flow and net leverage aren't meaningful measures for financial services companies like SOFI.
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.
SOFI PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 19x | $15.63 | — |
| Current | 28x | $15.63 | — |
| Cheap | 33x | $18.24 | +17% |
| Fair | 43x | $23.82 | +52% |
| Expensive | 53x | $29.74 | +90% |
Historical ranges are pointers, not guarantees.
SOFI 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 |
Analysts expect strong earnings and revenue growth for EVR, with profitability improving.
SOFI Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect strong earnings and revenue growth for SOFI, 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 SOFI on earnings, with more consistent year-over-year improvement.
SOFI Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.82 | +47% |
| Q3 2026 | $0.56 | 0% |
| Q2 2026 | $0.49 | -2% |
| Q1 2026 | $0.45 | +4.7% |
| Q4 2025 | $0.39 | 0% |
| Q3 2025 | $0.56 | +367% |
| Q2 2025 | $0.50 | +$0.72 |
| Q1 2025 | $0.43 | +$0.72 |
| Q4 2024 | $0.39 | +$0.75 |
SOFI earned $0.56 per share over the past year, about the same as the year before.
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's revenue has grown year over year for 11 quarters in a row: $1.2B last quarter, up 12% from the same quarter a year ago.
| 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.
SOFI Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.4B | +44% |
| Q2 2026 | $1.2B | +43% |
| Q1 2026 | $1.1B | +43% |
| Q4 2025 | $1B | +40% |
| Q3 2025 | $961.6M | +38% |
| Q2 2025 | $854.9M | +43% |
| Q1 2025 | $771.8M | +20% |
| Q4 2024 | $734.1M | +19% |
SOFI has the edge over EVR on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 23% | +7.5 points |
| Q2 2026 | 17% | +3.6 points |
| Q1 2026 | 18% | +7.8 points |
| Q4 2025 | 18% | +9.9 points |
| Q3 2025 | 15% | +6.3 points |
| Q2 2025 | 13% | +11 points |
| Q1 2025 | 10% | -4.3 points |
| Q4 2024 | 8.2% | -0.2 points |
SOFI 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 SOFI on cash generation, producing positive trailing cash flow while its opponent burns cash.
SOFI Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$3.1B | -$1.7B |
| Q2 2026 | -$4B | -$2.5B |
| Q1 2026 | -$2.4B | -$2.4B |
| Q4 2025 | -$1.1B | -$815.2M |
| Q3 2025 | -$1.4B | -$149M |
| Q2 2025 | -$1.5B | -$1B |
| Q1 2025 | -$31.1M | -104% |
| Q4 2024 | -$242.4M | +$39.9M |
SOFI's free cash flow was −$10.5B over the past year, against −$3.2B the year before. Free cash flow isn't a meaningful measure for financial services companies like SOFI.
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 SOFI on shareholder dilution, with a more favorable share count trend.
SOFI Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.4% | +5.8M shares |
| 1 year | +5.2% | +66.8M shares |
| 3 years | +43% | +407M shares |
| 5 years | +272% | +993M shares |
SOFI has 1.4B diluted shares, up 5.2% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2022 | — |
| Q3 2022 | — |
| Q2 2022 | — |
| Q1 2022 | — |
| Q4 2021 | — |
| Q3 2021 | — |
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 more cash than debt. Net leverage isn't a meaningful measure for financial services companies like EVR.
SOFI Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -2.4x | Net Cash |
| Q2 2026 | -3.1x | Net Cash |
| Q1 2026 | -3.8x | Net Cash |
| Q4 2025 | -6.5x | Net Cash |
| Q3 2025 | -5.2x | Net Cash |
| Q2 2025 | -4.0x | Net Cash |
| Q1 2025 | -4.9x | Net Cash |
| Q4 2024 | -5.8x | Net Cash |
SOFI has the edge over EVR on leverage, with a lower net debt burden relative to earnings.
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).
SOFI Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 43.1 | Neutral |
| Stochastic | 41.5 | Neutral |
SOFI's weekly RSI is 43 (neutral) and its Stochastic is 41 (neutral).
EVR PE vs Financial Services Sector
| Metric | EVR | Sector median | Relative |
|---|---|---|---|
| PE | 16x | 13x | 24% above |
| PE % | 53 | 63 | 10 pts below |
EVR has the edge over SOFI on valuation relative to its sector.
SOFI PE vs Financial Services Sector
| Metric | SOFI | Sector median | Relative |
|---|---|---|---|
| PE | 28x | 13x | 114% above |
| PE % | 2 | 61 | 59 pts below |
SOFI is trading at 28x earnings, a 114% premium to the Financial Services sector's median of 13x.
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 has the edge over SOFI on trend strength, trading above more of its moving averages.
SOFI Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $15.7 | 0.7% below |
| 20 week MA | $17.0 | 7.8% below |
| 50 week MA | $18.9 | 17% below |
| 100 week MA | $18.9 | 17% below |
| 200 week MA | $13.5 | 16% above |
SOFI has fallen below most of its moving averages, though it's still 16% 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 the edge over SOFI on returns for 2026, with the stronger performance.
SOFI Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $10.4 | $12.4 | +19% |
| 2021 | $12.4 | $15.1 | +22% |
| 2022 | $15.1 | $4.61 | -69% |
| 2023 | $4.61 | $9.95 | +116% |
| 2024 | $9.95 | $16.0 | +61% |
| 2025 | $16.0 | $27.1 | +69% |
| 2026 YTD | $27.1 | $15.6 | -42% |
SOFI's yearly returns have swung widely, from +116% in 2023 to −69% in 2022. It's down 42% so far in 2026.