WallStSmart

Evercore Partners Inc (EVR)vsJPMorgan Chase & Co (JPM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

JPMorgan Chase & Co generates 3711% more annual revenue ($173.56B vs $4.55B). JPM leads profitability with a 33.9% 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

JPM

Strong Buy

73

out of 100

Grade: B

Growth: 8.0Profit: 8.0Value: 5.7Quality: 5.5
Piotroski: 4/9Altman Z: 0.55

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%

JPM5 strengths · Avg: 9.2/10
Market CapQuality
$820.65B10/10

Mega-cap, among the largest globally

Profit MarginProfitability
33.9%10/10

Keeps 34 of every $100 in revenue as profit

Operating MarginProfitability
43.7%10/10

Strong operational efficiency at 43.7%

P/E RatioValuation
14.7x8/10

Attractively priced relative to earnings

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

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

JPM4 concerns · Avg: 2.8/10
PEG RatioValuation
1.674/10

Expensive relative to growth rate

Debt/EquityHealth
1.383/10

Elevated debt levels

Free Cash FlowQuality
$-211.76B2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.552/10

Distress zone — elevated risk

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 : JPM

The strongest argument for JPM centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 33.9% and operating margin at 43.7%. Revenue growth of 12.7% demonstrates continued momentum.

Bear Case : EVR

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

Bear Case : JPM

The primary concerns for JPM are PEG Ratio, Debt/Equity, Free Cash Flow.

Key Dynamics to Monitor

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

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.

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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JPMorgan Chase & Co

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

JPMorgan Chase & Co. is an American multinational investment bank and financial services holding company headquartered in New York City. JPMorgan Chase is incorporated in Delaware. As a Bulge Bracket bank, it is a major provider of various investment banking and financial services. It is one of America's Big Four banks, along with Bank of America, Citigroup, and Wells Fargo. JPMorgan Chase is considered to be a universal bank and a custodian bank. The J.P. Morgan brand is used by the investment banking, asset management, private banking, private wealth management, and treasury services divisions.

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