WallStSmart

Evercore Partners Inc (EVR)vsRobinhood Markets Inc (HOOD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Robinhood Markets Inc generates 16% more annual revenue ($4.47B vs $3.86B). HOOD leads profitability with a 42.1% profit margin vs 15.3%. EVR trades at a lower P/E of 19.8x. EVR earns a higher WallStSmart Score of 78/100 (B+).

EVR

Strong Buy

78

out of 100

Grade: B+

Growth: 9.3Profit: 8.5Value: 10.0Quality: 7.5
Piotroski: 3/9Altman Z: 2.83

HOOD

Buy

56

out of 100

Grade: C

Growth: 6.7Profit: 8.5Value: 5.7Quality: 5.0
Piotroski: 2/9Altman Z: 0.41
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

EVRUndervalued (+47.4%)

Margin of Safety

+47.4%

Fair Value

$657.07

Current Price

$286.87

$370.20 discount

UndervaluedFair: $657.07Overvalued
HOODSignificantly Overvalued (-439.5%)

Margin of Safety

-439.5%

Fair Value

$13.94

Current Price

$72.54

$58.60 premium

UndervaluedFair: $13.94Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

EVR4 strengths · Avg: 9.0/10
Return on EquityProfitability
30.1%10/10

Every $100 of equity generates 30 in profit

Revenue GrowthGrowth
32.2%10/10

Revenue surging 32.2% year-over-year

Operating MarginProfitability
24.7%8/10

Strong operational efficiency at 24.7%

EPS GrowthGrowth
44.8%8/10

Earnings expanding 44.8% YoY

HOOD5 strengths · Avg: 9.2/10
Profit MarginProfitability
42.1%10/10

Keeps 42 of every $100 in revenue as profit

Operating MarginProfitability
46.5%10/10

Strong operational efficiency at 46.5%

Market CapQuality
$62.19B9/10

Large-cap with strong market position

Return on EquityProfitability
22.0%9/10

Every $100 of equity generates 22 in profit

Revenue GrowthGrowth
26.5%8/10

Revenue surging 26.5% year-over-year

Areas to Watch

EVR1 concerns · Avg: 3.0/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

HOOD4 concerns · Avg: 3.0/10
P/E RatioValuation
33.7x4/10

Premium valuation, high expectations priced in

Debt/EquityHealth
1.683/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

EPS GrowthGrowth
-34.5%2/10

Earnings declined 34.5%

Comparative Analysis Report

WallStSmart Research

Bull Case : EVR

The strongest argument for EVR centers on Return on Equity, Revenue Growth, Operating Margin. Profitability is solid with margins at 15.3% and operating margin at 24.7%. Revenue growth of 32.2% demonstrates continued momentum.

Bull Case : HOOD

The strongest argument for HOOD centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 42.1% and operating margin at 46.5%. Revenue growth of 26.5% demonstrates continued momentum.

Bear Case : EVR

The primary concerns for EVR are Piotroski F-Score.

Bear Case : HOOD

The primary concerns for HOOD are P/E Ratio, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.68 is elevated, increasing financial risk.

Key Dynamics to Monitor

HOOD carries more volatility with a beta of 2.48 — expect wider price swings.

EVR is growing revenue faster at 32.2% — sustainability is the question.

EVR generates stronger free cash flow (799M), providing more financial flexibility.

Monitor CAPITAL MARKETS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

EVR scores higher overall (78/100 vs 56/100), backed by strong 15.3% margins and 32.2% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Evercore Partners Inc

FINANCIAL SERVICES · CAPITAL MARKETS · USA

Evercore Inc., is an independent investment banking advisory firm in the United States, Europe, Latin America and internationally. The company is headquartered in New York, New York.

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Robinhood Markets Inc

FINANCIAL SERVICES · CAPITAL MARKETS · USA

Robinhood Markets Inc (HOOD) is a leading fintech innovator that has revolutionized retail investing by offering a commission-free trading platform since 2013. With its intuitive mobile application, the company enables a diverse range of market participants to access stocks, ETFs, options, and cryptocurrencies, fostering financial literacy and inclusivity. Robinhood's commitment to transparency and product innovation, including features like fractional shares and cash management services, solidifies its role as a significant player in the digital brokerage industry, appealing to a new generation of investors looking for accessible and efficient ways to navigate financial markets.

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