EVR vs MC: Correlation
How closely do Evercore Inc. (EVR) and Moelis & Company (MC) trade together? Their weekly returns over three years give a correlation of 0.82, which is very strong.
Data as of 2026-08-27 · refreshed every trading day · weekly returns · methodology
How correlated are EVR and MC?
Across a 3-year window, the weekly returns of EVR and MC correlate at 0.82, very strong, meaning they move nearly in lockstep. The relationship has been stable: the 1-year correlation (0.81) sits close to the 3-year figure. Stretching to 5 years gives 0.82, with an annualized covariance of 1035.2 %².
Few assets follow EVR as closely as MC, which ranks #2 of 22 tracked partners. The trailing year gives MC the advantage: -9.0% versus -1.5%, a 7.5-point spread.
How is this computed?
Pearson correlation on weekly returns: ρ(A,B) = cov(rA, rB) / (σA · σB), over windows of 52, 156 and 260 weeks. Covariance is annualized (×52) and expressed in %². Full definitions on the methodology page.
EVR vs MC: side by side
| EVR (Evercore Inc.) | MC (Moelis & Company) | |
|---|---|---|
| 1-year return | -9.0% | -1.5% |
| 5-year return | +125.5% | +42.5% |
| Volatility (ann.) | 35.8% | 35.1% |
| Beta vs S&P 500 | 1.64 | 1.41 |
| Max drawdown (3Y) | -47.9% | -39.3% |
| Market cap | $11.2B | $5.1B |
| P/E (trailing) | 16.4 | 23.4 |
| Dividend yield | 1.19% | 3.87% |
| Sector / category | US Listed | US Listed |
Year-by-year returns
| Year | EVR | MC |
|---|---|---|
| 2022 | -17.6% | -35.2% |
| 2023 | +60.6% | +54.9% |
| 2024 | +64.3% | +37.1% |
| 2025 | +24.3% | -3.1% |
| 2026 | -13.7% | +2.9% |
Calendar-year price returns; the current year is year-to-date as of the data date above.
Are EVR and MC good diversifiers for each other?
Not really. At 0.82, the two trade almost as one position, and owning both buys little extra protection.
FAQ
What is the correlation between EVR and MC?
The EVR/MC correlation stands at 0.82 on a 3-year window (1 year: 0.81, 5 years: 0.82), computed from weekly returns as of 2026-08-27.
Is MC a good diversifier for EVR?
Not really. At 0.82, the two trade almost as one position, and owning both buys little extra protection.
What does a correlation of 0.82 mean?
Correlation ranges from −1 to +1. Values near +1 mean two assets move together, near 0 that they move independently, and negative values that they tend to move in opposite directions. It measures co-movement, not performance.
Use this data
$ curl https://www.pairbook.io/api/v1/pairs/evr-vs-mc.json
Markdown for the live badge, attribution link included:
[](https://www.pairbook.io/pair/evr-vs-mc/)
No key needed, free to use. Full endpoint list in the API documentation.
Related comparisons
Hubs: EVR correlations · MC correlations
