Carlyle Group (CG) vs Evercore (EVR)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.
Summary
Evercore (EVR) has outperformed Carlyle Group (CG) over the past year, losing 17.6% versus a loss of 38.6%. Over five years, EVR leads with a +73.0% price change compared with -26.5% for CG. Carlyle Group is the larger company by market cap ($13.47 billion vs $10.28 billion), about 1.3 times the size, while Evercore is growing revenue faster (+29.5% vs -11.9%).
On valuation, Carlyle Group trades at a lower forward P/E (7.4x vs 12.2x for Evercore). Carlyle Group offers the higher dividend yield (3.70% vs 1.29%). Carlyle Group converts more of its revenue into profit, with a net margin of 16.9% versus 15.3%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | CG | EVR |
|---|---|---|
| Share price | $37.80 | $267.26 |
| Market cap | $13.47B | $10.28B |
| 1-day change | -2.78% | -0.31% |
| YTD return | -36.05% | -21.45% |
| 1-year return | -38.65% | -17.55% |
| 5-year return | -26.53% | +73.02% |
| P/E ratio (TTM) | 40.21 | 15.05 |
| Forward P/E | 7.44 | 12.19 |
| EPS (TTM) | $0.94 | $17.76 |
| Dividend yield | 3.70% | 1.29% |
| Annual dividend | $1.40 | $3.46 |
| Revenue (latest FY) | $4.78B | $3.88B |
| Revenue growth (YoY) | -11.91% | +29.49% |
| Net income (latest FY) | $808.70M | $591.92M |
| Net margin | 16.92% | 15.26% |
| 52-week high | $67.30 | $388.71 |
| 52-week low | $37.50 | $251.13 |
| Distance from 52-week high | -43.83% | -31.24% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +45.21% | +29.20% |
| Average volume | 3.51M | 512.58K |
| Shares outstanding | 356.33M | 38.46M |
| Employees | 2,500 | 2,715 |
| Sector | Finance | Finance |
| Industry | Investment Managers | Investment Managers |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- EVR has outperformed CG by 21.1 percentage points over the past year.
- Carlyle Group trades at a higher earnings multiple (40.2x vs 15.0x trailing P/E).
- Carlyle Group offers a meaningfully higher dividend yield (3.70% vs 1.29%).
- Evercore grew revenue faster in its latest fiscal year (+29.49% vs -11.91%).
About Carlyle Group
CG stock →The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments.
Finance · Investment Managers · 2,500 employees
About Evercore
EVR stock →Evercore Inc., together with its subsidiaries, operates as an independent investment banking firm in the Americas, Europe, Middle East, Africa, and Asia-Pacific. The company operates through two segments, Investment Banking & Equities, and Investment Management.
Finance · Investment Managers · 2,715 employees
CG vs EVR FAQ
Which is bigger, Carlyle Group or Evercore?
Carlyle Group (CG) is larger, with a market capitalization of $13.47B compared with $10.28B for Evercore (EVR).
Which stock has performed better over the past year, CG or EVR?
EVR returned -17.55% over the past 12 months, compared with -38.65% for CG (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, CG or EVR?
EVR has the lower trailing P/E at 15.0, versus 40.2 for CG. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Carlyle Group or Evercore?
Carlyle Group has the higher yield at 3.70%, compared with 1.29% for Evercore.
Are Carlyle Group and Evercore in the same industry?
Yes. Both are classified in the Investment Managers industry within the Finance sector.