Sifting through countless of stocks in the Capital Markets industry can be tedious, and sometimes two stocks are just too similar to judge which is the better investment. If you’re on the fence about investing in StoneX Group Inc. or Evercore Inc. because you’re not sure how they measure up, it’s important to compare them on a few factors before making your decision.

Read on to learn how StoneX Group Inc. and Evercore Inc. compare based on key financial metrics to determine which better meets your investment needs.

About StoneX Group Inc. and Evercore Inc.

StoneX Group Inc. operates as a global financial services network that connects companies, organizations, traders, and investors to a market ecosystem in the United States, Europe, South America, the Middle East, Asia, and internationally. The company operates through four segments: Commercial, Institutional, Self-Directed/Retail, and Payments. The Commercial segment provides risk management and hedging, voice brokerage, market intelligence, physical trading, and commodity financing, marketing, procurement, logistics, and price management services; and engages in the risk management and hedging services, execution and clearing of exchange-traded and OTC products. This segment also acts as an institutional dealer in fixed income securities to serve asset managers, commercial bank trust and investment departments, broker-dealers, and insurance companies; and engages in asset management business. The Self-Directed/Retail segment provides trading services and solutions in the global financial markets, including spot foreign exchange, precious metals trading, contracts for differences, and spread bets; and wealth management services, as well as offering physical gold and other precious metals in various forms and denominations through Stonexbullion.com. The company was formerly known as INTL FCStone Inc. and changed its name to StoneX Group Inc. in July 2020. StoneX Group Inc. was founded in 1924 and is headquartered in New York, New York.

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. The Investment Banking & Equities segment offers strategic advisory services, such as mergers, and acquisitions, strategic, defense, and shareholder advisory, special committee assignments, and real estate strategic advisory; private capital advisory and fundraising, market risk management and hedging, private capital markets and debt advisory, liability management and restructuring, and equity capital markets execution and advisory services; and research, sales, and trading professionals services on a content-led platform to its institutional investor clients. The Investment Management segment provides wealth management services to high-net-worth individuals, foundations, and endowments. The company was formerly known as Evercore Partners Inc. and changed its name to Evercore Inc. in August 2017. Evercore Inc. was founded in 1995 and is headquartered in New York, New York.

Latest Capital Markets and StoneX Group Inc., Evercore Inc. Stock News

As of September 8, 2026, StoneX Group Inc. had a $8.3 billion market capitalization, compared to the Capital Markets median of $3.3 million. StoneX Group Inc.’s stock is NA in 2026, NA in the previous five trading days and up 51% in the past year.

Currently, StoneX Group Inc.’s price-earnings ratio is 16.5. StoneX Group Inc.’s trailing 12-month revenue is $155.8 billion with a 0.3% net profit margin. Year-over-year quarterly sales growth most recently was 15.2%. Analysts expect adjusted earnings to reach $4.630 per share for the current fiscal year. StoneX Group Inc. does not currently pay a dividend.

Currently, Evercore Inc.’s price-earnings ratio is 16.7. Evercore Inc.’s trailing 12-month revenue is $4.7 billion with a 15.8% net profit margin. Year-over-year quarterly sales growth most recently was 18.8%. Analysts expect adjusted earnings to reach $19.540 per share for the current fiscal year. Evercore Inc. currently has a 1.2% dividend yield.

How We Compare StoneX Group Inc. and Evercore Inc. Stock Grades

Stock evaluation requires access to huge amounts of data and the knowledge and time to sift through it all, make sense of financial ratios, read income statements and analyze recent stock movements. AAII created A+ Investor, a robust data suite that condenses data research in an actionable and customizable way suitable for investors of all knowledge levels, to help investors streamline and work through such data.

AAII’s proprietary stock grades come with A+ Investor. These offer intuitive A‐F grades for each of five key investing factors: value, growth, momentum, earnings estimate revisions and quality. Here, we’ll take a closer look at StoneX Group Inc. and Evercore Inc.’s stock grades to see how they measure up against one another.

Learn more about A+ Investor here!

Sign Up to Receive a Free Special Report Showing How A+ Grades Can Help You Make Smarter Investment Decisions

StoneX Group Inc. and Evercore Inc.’s Quality Grades

Company	Ticker	Quality
StoneX Group Inc.	SNEX	D
Evercore Inc.	EVR	A

Like the Value Grade, AAII’s A+ Investor Quality Grade comes from the percentile rank of key metrics. Specifically, the Quality Score is the percentile rank of the average of the percentile ranks of return on assets (ROA), return on invested capital (ROIC), gross profit relative to assets, buyback yield, change in total liabilities to assets, accruals, Z double prime bankruptcy risk (Z) score and the F-Score.

The score is variable, meaning it can consider all eight measures or, should any of the eight measures not be valid, the remaining measures that are valid. To be assigned a Quality Score, stocks must have a valid (non-null) measure and corresponding ranking for at least four of the eight quality measures.

The Quality Score is used to assess the underlying “quality” of a particular stock. A higher-quality stock possesses traits associated with upside potential and reduced downside risk. Backtesting of the Quality Grade shows that stocks with higher grades, on average, outperformed stocks with lower grades over the period of 1998 through 2019.

Stocks receive better grades (higher scores) for having higher scores for the quality subcomponents and worse grades (lower scores) for lower scores for the subcomponents.

StoneX Group Inc. has a Quality Score of 36, which is Weak. Evercore Inc. has a Quality Score of 97, which is Very Strong.

The Quality Grade Winner: Evercore Inc.

As you can clearly see from the Quality Grade breakdown above, Evercore Inc. has a better overall quality grade than StoneX Group Inc.. For investors who are looking for companies with higher quality than others in the same industry, Evercore Inc. could be a good stock to add to their portfolios. However, it’s important for investors to analyze multiple factors based on a wide range of metrics before deciding whether to buy.

StoneX Group Inc. and Evercore Inc.’s Momentum Grades

Company	Ticker	Momentum
StoneX Group Inc.	SNEX	B
Evercore Inc.	EVR	D

Momentum grades help to uncover stocks experiencing anomalously high rates of return; research finds that stocks with high relative levels of momentum tend to outperform, whereas those with low levels of momentum tend to continue underperforming. Momentum is based on the price change of a stock over a specified period relative to all other stocks.

Typically, AAII looks at the weighted relative strength over the trailing four quarters. The weighted four-quarter relative strength rank is the relative price change for each of the past four quarters. The most recent quarterly price change is given a weight of 40% and each of the three previous quarters are given a weighting of 20%.

StoneX Group Inc. has a Momentum Score of 73, which is Strong. Evercore Inc. has a Momentum Score of 27, which is Weak.

The Momentum Grade Winner: StoneX Group Inc.

As you can clearly see from the Momentum Grade breakdown above, StoneX Group Inc. is considered to have stronger momentum compared to Evercore Inc.. For those specifically looking for companies that have stronger momentum compared to other companies in the same industry, StoneX Group Inc. could be a good stock to invest in. However, it’s important for investors to analyze multiple factors based on a wide range of metrics before deciding whether to buy.

StoneX Group Inc. and Evercore Inc.’s Estimate Revisions Grades

Company	Ticker	Earnings Estimate
StoneX Group Inc.	SNEX	C
Evercore Inc.	EVR	C

Earnings estimate revisions scores consider the magnitude of a company’s earnings surprise in its last two reported fiscal quarters. Often, positive surprises beget further positive surprises‐or at least continued sales growth (the exact opposite is generally true, too).

Estimate revisions offer an indication of what analysts are thinking about the short-term prospects of a firm. Estimate revisions are based on the statistical significance of a firm’s last two quarterly earnings surprises and the percentage change in its consensus estimate for the current fiscal year over the past month and past three months.

StoneX Group Inc. has a Earnings Estimate Score of 55, which is Neutral. Evercore Inc. has a Earnings Estimate Score of 47, which is Neutral.

The Earnings Estimate Revisions Stock Winner: No Clear Winner

Neither StoneX Group Inc. or Evercore Inc. has an Earnings Estimate Revisions Grade that could be considered a “winner.” Investors considering these companies should do additional due diligence and research to see if either could be a good addition to their portfolios. It’s important to look at a wide range of financial metrics in order to determine if StoneX Group Inc. or Evercore Inc. is the better investment when it comes to estimate revisions.

Other StoneX Group Inc. and Evercore Inc. Grades

In addition to Momentum, Estimate Revisions and Quality, A+ Investor also provides grades for Value and Growth.

Growth investing builds on the idea that stocks of companies exhibiting strong, consistent and prolonged growth outperform those of slower-growth companies. AAII measures growth through consistency of annual sales growth, five-year sales growth rankings adjusted for extreme levels, and consistency of positive annual cash from operations.

Successful stock investing involves buying low and selling high, so stock valuation is an important consideration for stock selection. Buying stocks that are going to go up typically means buying stocks that are undervalued in the first place, although momentum investors may argue that point.

These 2 key factors, when combined with the above, provide a holistic view into a particular stock. Further, by joining A+ Investor you can see whether StoneX Group Inc. and Evercore Inc. pass any of our 60+ stock screens that have outperformed the market since their creation.

So, Which Is the Better Investment, StoneX Group Inc. or Evercore Inc. Stock?

Overall, StoneX Group Inc. stock has a Momentum Score of 73, Estimate Revisions Score of 55 and Quality Score of 36.

Evercore Inc. stock has a Momentum Score of 27, Estimate Revisions Score of 47 and Quality Score of 97.

Comparing StoneX Group Inc. and Evercore Inc.’s grades, scores and metrics can act as a solid basis to determine whether they may be a good investment or not. You’ll also want to look at your portfolio’s asset allocation as well as your risk tolerance and financial goals to see if either of these stocks would make a good fit for you. AAII can help you figure out which investments align with your individual needs and preferences.

Investors are encouraged to do their own due diligence and research. In this way, individuals can effectively become managers of their own assets‐without having to rely on others for financial independence. You can count on AAII for timeless articles on financial planning and stock-picking, unbiased research and actionable analysis.

A+ Investor adds to our qualitative teaching with a powerful data suite to help you whittle down investment choices to find stocks, exchange-traded funds (ETFs) or mutual funds that meet your needs.

AAII Disclaimer

We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown, because past, hypothetical or simulated performance is not necessarily indicative of future results. Before making an investment decision, you should consider your circumstances and whether the information on our content is applicable to your situation. This information was prepared in good faith, and we accept no liability for any errors or omissions. The full disclaimer can be read here.