Evercore Partners Inc (EVR)vsCharles Schwab Corp (SCHW)
EVR
Evercore Partners Inc
$290.13
-1.89%
FINANCIAL SERVICES · Cap: $9.99B
SCHW
Charles Schwab Corp
$91.49
-1.18%
FINANCIAL SERVICES · Cap: $152.27B
Smart Verdict
WallStSmart Research — data-driven comparison
Charles Schwab Corp generates 475% more annual revenue ($27.06B vs $4.71B). SCHW leads profitability with a 39.3% profit margin vs 15.8%. SCHW appears more attractively valued with a PEG of 0.73. SCHW earns a higher WallStSmart Score of 80/100 (B+).
EVR
Buy61
out of 100
Grade: C+
SCHW
Strong Buy80
out of 100
Grade: B+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 40 in profit
Attractively priced relative to earnings
18.8% revenue growth
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 52.7%
Large-cap with strong market position
Every $100 of equity generates 21 in profit
Growing faster than its price suggests
Attractively priced relative to earnings
Areas to Watch
Weak financial health signals
Earnings declined 1.7%
Negative free cash flow — burning cash
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull 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 17.8%. 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 39.3% and operating margin at 52.7%. Revenue growth of 16.9% 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 1.51 — expect wider price swings.
EVR is growing revenue faster at 18.8% — 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 (80/100 vs 61/100), backed by strong 39.3% margins and 16.9% 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.
Visit Website →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.
Visit Website →Compare with Other CAPITAL MARKETS Stocks
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