WallStSmart

Evercore Partners Inc (EVR)vsCharles Schwab Corp (SCHW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Charles Schwab Corp generates 453% more annual revenue ($26.03B vs $4.71B). SCHW leads profitability with a 38.8% profit margin vs 15.8%. SCHW appears more attractively valued with a PEG of 0.91. SCHW earns a higher WallStSmart Score of 81/100 (A-).

EVR

Buy

62

out of 100

Grade: C+

Growth: 6.0Profit: 9.0Value: 6.3Quality: 6.5
Piotroski: 3/9Altman Z: 2.72

SCHW

Exceptional Buy

81

out of 100

Grade: A-

Growth: 8.0Profit: 8.0Value: 6.3Quality: 6.5
Piotroski: 6/9Altman Z: -0.14

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

EVR3 strengths · Avg: 8.7/10
Return on EquityProfitability
40.1%10/10

Every $100 of equity generates 40 in profit

P/E RatioValuation
14.8x8/10

Attractively priced relative to earnings

Revenue GrowthGrowth
18.8%8/10

18.8% revenue growth

SCHW6 strengths · Avg: 9.0/10
Profit MarginProfitability
38.8%10/10

Keeps 39 of every $100 in revenue as profit

Operating MarginProfitability
52.3%10/10

Strong operational efficiency at 52.3%

Market CapQuality
$185.47B9/10

Large-cap with strong market position

Return on EquityProfitability
20.2%9/10

Every $100 of equity generates 20 in profit

PEG RatioValuation
0.918/10

Growing faster than its price suggests

Revenue GrowthGrowth
20.9%8/10

Revenue surging 20.9% year-over-year

Areas to Watch

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

Weak financial health signals

EPS GrowthGrowth
-1.7%2/10

Earnings declined 1.7%

SCHW2 concerns · Avg: 2.0/10
Free Cash FlowQuality
$-2.97B2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
-0.142/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : EVR

The strongest argument for EVR centers on Return on Equity, P/E Ratio, Revenue Growth. Profitability is solid with margins at 15.8% and operating margin at 17.0%. Revenue growth of 18.8% demonstrates continued momentum.

Bull Case : SCHW

The strongest argument for SCHW centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 38.8% and operating margin at 52.3%. Revenue growth of 20.9% demonstrates continued momentum.

Bear Case : EVR

The primary concerns for EVR are Piotroski F-Score, EPS Growth.

Bear Case : SCHW

The primary concerns for SCHW are Free Cash Flow, Altman Z-Score.

Key Dynamics to Monitor

EVR carries more volatility with a beta of 1.48 — expect wider price swings.

SCHW is growing revenue faster at 20.9% — sustainability is the question.

EVR generates stronger free cash flow (515M), providing more financial flexibility.

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

Bottom Line

SCHW scores higher overall (81/100 vs 62/100), backed by strong 38.8% margins and 20.9% revenue growth. Both earn "Exceptional 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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Charles Schwab Corp

FINANCIAL SERVICES · CAPITAL MARKETS · USA

The Charles Schwab Corporation is an American multinational financial services company. It offers banking, commercial banking, an electronic trading platform, and wealth management advisory services to both retail and institutional clients.

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