EVR vs SF: Correlation
Measured on weekly returns over the past three years, Evercore Inc. (EVR) and Stifel Financial Corporation (SF) carry a correlation of 0.77, a strong link.
Data as of 2026-08-27 · refreshed every trading day · weekly returns · methodology
How correlated are EVR and SF?
Across a 3-year window, the weekly returns of EVR and SF correlate at 0.77, strong. The link has loosened recently: the 1-year correlation (0.64) runs below the 3-year figure (0.77). Stretching to 5 years gives 0.76, with an annualized covariance of 748.9 %².
Among the 22 assets we track against EVR, SF ranks #7 by 3-year correlation. The last year tells two different stories: SF led by 15.0 percentage points, -9.0% for EVR against +6.0% for SF.
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 SF: side by side
| EVR (Evercore Inc.) | SF (Stifel Financial Corporation) | |
|---|---|---|
| 1-year return | -9.0% | +6.0% |
| 5-year return | +125.5% | +92.0% |
| Volatility (ann.) | 35.8% | 27.2% |
| Beta vs S&P 500 | 1.64 | 1.23 |
| Max drawdown (3Y) | -47.9% | -34.7% |
| Market cap | $11.2B | $12.2B |
| P/E (trailing) | 16.4 | 14.4 |
| Dividend yield | 1.19% | 1.59% |
| Sector / category | US Listed | US Listed |
Year-by-year returns
| Year | EVR | SF |
|---|---|---|
| 2022 | -17.6% | -15.6% |
| 2023 | +60.6% | +21.2% |
| 2024 | +64.3% | +56.4% |
| 2025 | +24.3% | +20.1% |
| 2026 | -13.7% | -2.3% |
Calendar-year price returns; the current year is year-to-date as of the data date above.
Are EVR and SF good diversifiers for each other?
To a limited degree. At 0.77 the two still catch most of the same waves, so the pair smooths returns a little without insulating either from a shared selloff.
FAQ
What is the correlation between EVR and SF?
As of 2026-08-27, the correlation of weekly returns between EVR and SF is 0.77 over 3 years, 0.64 over 1 year and 0.76 over 5 years.
Is SF a good diversifier for EVR?
To a limited degree. At 0.77 the two still catch most of the same waves, so the pair smooths returns a little without insulating either from a shared selloff.
What does a correlation of 0.77 mean?
A reading of 0.77 sits on a scale from −1 (opposite moves) through 0 (unrelated) to +1 (identical moves). Correlation captures direction, not magnitude or performance.
Use this data
$ curl https://www.pairbook.io/api/v1/pairs/evr-vs-sf.json
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Related comparisons
Hubs: EVR correlations · SF correlations
