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 Cboe Global Markets, 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 Cboe Global Markets, Inc. and Evercore Inc. compare based on key financial metrics to determine which better meets your investment needs.

About Cboe Global Markets, Inc. and Evercore Inc.

Cboe Global Markets, Inc., through its subsidiaries, operates as a derivatives and securities exchange network that delivers trading, clearing, and investment solutions in the United States and internationally. It operates through five segments: Options, North American Equities, Europe and Asia Pacific, Futures, and Global FX. The Options segment includes options on market indices, stocks of individual corporations, and exchange-traded products (ETPs), such as exchange-traded funds (ETFs) and exchange-traded notes (ETNs). This segment also offers trading in listed options through a single system. The North American Equities segment comprises U.S. equities and ETP transaction services. This segment also includes listing services on Cboe Canada, ETP listings on BZX, the Cboe Global Markets, Inc. common stock listing, and applicable market data. The Europe and Asia Pacific segment provides pan-European derivatives transaction services; ETPs, including exchange-traded funds, exchange-traded notes, and exchange-traded commodities; international depository receipts; and an ETP listings business on regulated markets and clearing activities, as well as equities services. The Futures segment offers transaction services, including trading in VIX futures and other futures products, the licensing of proprietary market data, and access and capacity services. The Global FX segment provides institutional foreign exchange (FX) trading and non-deliverable forward FX transaction services. The company also provides trading solutions and products in multiple asset classes, including equities, derivatives, and FX across North America, Europe, and Asia Pacific. It has strategic relationships with S&P Dow Jones Indices, LLC; Frank Russell Company; and FTSE International Limited. The company was formerly known as CBOE Holdings, Inc. and changed its name to Cboe Global Markets, Inc. in October 2017. Cboe Global Markets, Inc. was founded in 1973 and is headquartered in Chicago, Illinois.

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 Cboe Global Markets, Inc., Evercore Inc. Stock News

As of July 31, 2026, Cboe Global Markets, Inc. had a $32.5 billion market capitalization, compared to the Capital Markets median of $2.8 million. Cboe Global Markets, Inc.’s stock is up 18.3% in 2026, up 2.8% in the previous five trading days and up 28.36% in the past year.

Currently, Cboe Global Markets, Inc.’s price-earnings ratio is 24.2. Cboe Global Markets, Inc.’s trailing 12-month revenue is $5.1 billion with a 26.7% net profit margin. Year-over-year quarterly sales growth most recently was 22.9%. Analysts expect adjusted earnings to reach $14.004 per share for the current fiscal year. Cboe Global Markets, Inc. currently has a 0.9% dividend yield.

As of July 31, 2026, Evercore Inc. had a $12.4 billion market cap, putting it in the 80th percentile of all stocks. Evercore Inc.’s stock is down 8% in 2026, down 8% in the previous five trading days and up 3.32% in the past year.

Currently, Evercore Inc.’s price-earnings ratio is 18.1. Evercore Inc.’s trailing 12-month revenue is $4.6 billion with a 15.8% net profit margin. Year-over-year quarterly sales growth most recently was 100.3%. Analysts expect adjusted earnings to reach $19.588 per share for the current fiscal year. Evercore Inc. currently has a 1.1% dividend yield.

How We Compare Cboe Global Markets, 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 Cboe Global Markets, Inc. and Evercore Inc.’s stock grades to see how they measure up against one another.

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Cboe Global Markets, Inc. and Evercore Inc. Stock Value Grades

Company	Ticker	Value
Cboe Global Markets, Inc.	CBOE	D
Evercore Inc.	EVR	C

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.

AAII’s A+ Investor Value Grade derives from a stock’s value score. The Value Score is the percentile rank of the average of the percentile ranks of the price-to-sales ratio, price-earnings ratio, enterprise-value-to-EBITDA (EV/EBITDA) ratio, shareholder yield, price-to-book-value ratio and price-to-free-cash-flow ratio. The score is variable, meaning it can consider all six ratios or, should any of the six ratios not be valid, the remaining ratios that are valid. To be assigned a Value Score, stocks must have a valid (non-null) ratio and corresponding ranking for at least two of the six valuation ratios.

Stocks with a Value Score from 81 to 100 are considered deep value, those with a score between 61 and 80 are a good value and so on.

Cboe Global Markets, Inc. has a Value Score of 28, which is Expensive. Evercore Inc. has a Value Score of 47, which is Average.

The Value Stock Winner: No Clear Winner

Neither Cboe Global Markets, Inc. or Evercore Inc. has a high enough value grade to be considered a “winner.” Investors who are considering these companies should do additional due diligence and research to see if either could be a good addition to their portfolio. It’s important to look at a wide range of financial metrics in order to determine if Cboe Global Markets, Inc. or Evercore Inc. is the better investment when it comes to value.

Cboe Global Markets, Inc. and Evercore Inc.’s Momentum Grades

Company	Ticker	Momentum
Cboe Global Markets, Inc.	CBOE	C
Evercore Inc.	EVR	C

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%.

Cboe Global Markets, Inc. has a Momentum Score of 55, which is Average. Evercore Inc. has a Momentum Score of 46, which is Average.

The Momentum Stock Winner: No Clear Winner

Neither Cboe Global Markets, Inc. or Evercore Inc. has a strong enough Momentum Grade to 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 Cboe Global Markets, Inc. or Evercore Inc. is the better investment when it comes to momentum.

Cboe Global Markets, Inc. and Evercore Inc.’s Estimate Revisions Grades

Company	Ticker	Earnings Estimate
Cboe Global Markets, Inc.	CBOE	B
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.

Cboe Global Markets, Inc. has a Earnings Estimate Score of 75, which is Positive. Evercore Inc. has a Earnings Estimate Score of 59, which is Neutral.

The Earnings Estimate Revisions Grade Winner: Cboe Global Markets, Inc.

As you can clearly see from the Earnings Estimate Revisions Grade breakdown above, Cboe Global Markets, Inc. has a better Earnings Estimate Revisions Grade than Evercore Inc.. For those who are specifically looking for companies with better short-term prospects when compared to other companies in the same industry, Cboe Global Markets, Inc. could be a good stock to invest in. However, it’s important to analyze multiple factors based on a wide range of metrics before deciding whether to buy.

Other Cboe Global Markets, Inc. and Evercore Inc. Grades

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

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.

AAII’s A+ Investor Quality Grade comes from the ranking of key metrics. Specifically, the quality grade is the percentile rank of the composite 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 F-Score.

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 Cboe Global Markets, 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, Cboe Global Markets, Inc. or Evercore Inc. Stock?

Overall, Cboe Global Markets, Inc. stock has a Value Score of 28, Momentum Score of 55 and Estimate Revisions Score of 75.

Evercore Inc. stock has a Value Score of 47, Momentum Score of 46 and Estimate Revisions Score of 59.

Comparing Cboe Global Markets, 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.