WallStSmart

Evercore Partners Inc (EVR)vsMorgan Stanley (MS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Morgan Stanley generates 1723% more annual revenue ($70.30B vs $3.86B). MS leads profitability with a 24.0% profit margin vs 15.3%. EVR appears more attractively valued with a PEG of 1.29. 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

MS

Strong Buy

76

out of 100

Grade: B+

Growth: 8.0Profit: 7.5Value: 10.0Quality: 4.8
Piotroski: 3/9
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
MSUndervalued (+59.3%)

Margin of Safety

+59.3%

Fair Value

$407.18

Current Price

$165.65

$241.53 discount

UndervaluedFair: $407.18Overvalued

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

MS6 strengths · Avg: 8.8/10
Market CapQuality
$263.03B10/10

Mega-cap, among the largest globally

Operating MarginProfitability
38.6%10/10

Strong operational efficiency at 38.6%

Profit MarginProfitability
24.0%9/10

Keeps 24 of every $100 in revenue as profit

P/E RatioValuation
16.2x8/10

Attractively priced relative to earnings

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

EPS GrowthGrowth
20.7%8/10

Earnings expanding 20.7% YoY

Areas to Watch

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

Weak financial health signals

MS3 concerns · Avg: 3.0/10
PEG RatioValuation
1.834/10

Expensive relative to growth rate

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Free Cash FlowQuality
$-4.60B2/10

Negative free cash flow — burning cash

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 : MS

The strongest argument for MS centers on Market Cap, Operating Margin, Profit Margin. Profitability is solid with margins at 24.0% and operating margin at 38.6%. Revenue growth of 11.0% demonstrates continued momentum.

Bear Case : EVR

The primary concerns for EVR are Piotroski F-Score.

Bear Case : MS

The primary concerns for MS are PEG Ratio, Piotroski F-Score, Free Cash Flow.

Key Dynamics to Monitor

EVR profiles as a growth stock while MS is a mature play — different risk/reward profiles.

EVR carries more volatility with a beta of 1.57 — 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.

Bottom Line

EVR scores higher overall (78/100 vs 76/100), backed by strong 15.3% margins and 32.2% revenue growth. MS offers better value entry with a 59.3% margin of safety. Both earn "Strong Buy" and "Strong 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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Morgan Stanley

FINANCIAL SERVICES · CAPITAL MARKETS · USA

Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City.

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