Aegon vs Evercore

This page compares Aegon NV and Evercore Partners Inc, examining their business models, financial performance, and market context. Readers can explore how each company generates revenue, allocates capital, and operates within its sector, with neutral, factual guidance designed for clarity and comprehension. Educational content, not financial advice.

Comparison Snapshot

Key Financial Metrics

AEG

Metric

EVR

$11.83B

Market Cap

$15.03B

15.03%

Potential Profit

1.14%

Strong Buy

Analyst Rating

Buy

Investment Analysis

Aegon

AEG

Pros

Aegon reported a strong first half of 2025 with a net profit of EUR 606 million and an operating result increase of 19%, indicating improved profitability.
The company’s business is diversified across insurance, pensions, retirement, and asset management across multiple regions including the Americas and Europe.
Aegon offers a healthy dividend yield of 5.55%, appealing for income-oriented investors seeking steady payouts.

Considerations

Recent stock forecasts predict a price decline of around 7-8% by end of 2025, suggesting limited near-term upside in share value.
The stock is trading near a horizontal trend with moderate volume, indicating potential stagnation or lack of strong positive price momentum.
Aegon’s price-to-earnings ratio is higher than sector average, which could imply the stock is relatively expensive compared to peers in financials.

Evercore

EVR

Pros

Evercore has a strong reputation as a leading independent investment banking advisory firm with a focus on high-value advisory mandates.
The company benefits from growing deal activity globally, supporting solid revenue growth in investment banking services.
Evercore has shown consistent profitability and efficient capital management, with a track record of disciplined execution.

Considerations

Evercore’s performance is sensitive to global market cyclicality and deal flow, which can be volatile and affect fee generation.
The firm faces competition from larger bulge bracket banks and boutique advisory firms, creating pressure on margins and deal wins.
Exposure to regulatory changes in the financial advisory sector could impose costs and operational changes, potentially impacting profitability.

About The Companies

Aegon (AEG)

Aegon NV is a Dutch-based international financial services holding company with a history stretching back over 175 years. The company operates across numerous countries, offering a broad range of products in insurance, pensions, long-term savings, and asset management. In the United States, it is widely known through its Transamerica brand, providing life insurance and retirement solutions. In its home market, the Netherlands, it focuses heavily on pensions, life insurance, and mortgages. The company also has a significant presence in the United Kingdom as an investment platform for advisers and employers. Aegon's global reach extends into Asia through a joint venture in China and into Southern Europe via a partnership with Banco Santander in Spain and Portugal. This diversified model allows it to serve a wide variety of customers, from individuals to large corporations, with their long-term financial planning needs, although all investments carry risk and past performance is no guarantee of future returns.

Evercore (EVR)

Evercore Partners Inc (EVR) is a global independent investment banking adviser known for high‑end M&A and restructuring work, supplemented by capital markets, institutional equities and wealth management services. Its model relies on senior bankers winning advisory mandates and on fee income from transactions and asset management — meaning revenues can swing with deal flow and market activity. The company’s reputation and relationships can support premium fees, but competition from large banks and boutiques, regulatory changes and macroeconomic cycles add uncertainty. With a market cap around $13.1 billion, Evercore sits among the larger independent advisers, offering exposure to corporate deal activity rather than traditional lending. Investors should note the business can be cyclical and sensitive to market conditions; past performance does not guarantee future returns. This summary is for general educational purposes only and is not personal investment advice — consider your objectives and risk tolerance before acting.

Which Baskets Do They Appear In?

No baskets available in this category

Which Baskets Do They Appear In?

No baskets available in this category

Buy AEG or EVR in Nemo

🆓

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

🔒

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

💰

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Comparisons

Aegon vs Stifel

Aegon vs Stifel: comparing roles and markets

Aegon vs Houlihan Lokey

Aegon vs Houlihan Lokey: a stock comparison

Aegon vs Evercore

Comparison Snapshot