WallStSmart

Evercore Partners Inc (EVR)vsMorgan Stanley (MS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Morgan Stanley generates 1507% more annual revenue ($73.17B vs $4.55B). MS leads profitability with a 24.7% profit margin vs 16.4%. EVR appears more attractively valued with a PEG of 1.45. EVR earns a higher WallStSmart Score of 78/100 (B+).

EVR

Strong Buy

78

out of 100

Grade: B+

Growth: 9.3Profit: 8.5Value: 5.7Quality: 6.5
Piotroski: 3/9Altman Z: 2.81

MS

Strong Buy

73

out of 100

Grade: B

Growth: 9.3Profit: 7.5Value: 5.7Quality: 4.8
Piotroski: 3/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

EVR4 strengths · Avg: 9.5/10
Return on EquityProfitability
30.1%10/10

Every $100 of equity generates 30 in profit

Revenue GrowthGrowth
100.3%10/10

Revenue surging 100.3% year-over-year

EPS GrowthGrowth
106.9%10/10

Earnings expanding 106.9% YoY

Operating MarginProfitability
24.5%8/10

Strong operational efficiency at 24.5%

MS6 strengths · Avg: 8.8/10
Market CapQuality
$299.95B10/10

Mega-cap, among the largest globally

Operating MarginProfitability
40.6%10/10

Strong operational efficiency at 40.6%

Profit MarginProfitability
24.7%9/10

Keeps 25 of every $100 in revenue as profit

P/E RatioValuation
17.2x8/10

Attractively priced relative to earnings

Price/BookValuation
3.0x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
16.3%8/10

16.3% revenue growth

Areas to Watch

EVR2 concerns · Avg: 2.5/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Free Cash FlowQuality
$-228.97M2/10

Negative free cash flow — burning cash

MS3 concerns · Avg: 3.0/10
PEG RatioValuation
2.334/10

Expensive relative to growth rate

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Free Cash FlowQuality
$-7.85B2/10

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, EPS Growth. Profitability is solid with margins at 16.4% and operating margin at 24.5%. Revenue growth of 100.3% 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 24.7% and operating margin at 40.6%. Revenue growth of 16.3% demonstrates continued momentum.

Bear Case : EVR

The primary concerns for EVR are Piotroski F-Score, Free Cash Flow.

Bear Case : MS

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

Key Dynamics to Monitor

EVR carries more volatility with a beta of 1.49 — expect wider price swings.

EVR is growing revenue faster at 100.3% — sustainability is the question.

EVR generates stronger free cash flow (-229M), providing more financial flexibility.

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

Bottom Line

EVR scores higher overall (78/100 vs 73/100), backed by strong 16.4% margins and 100.3% revenue growth. 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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