WallStSmart

Evercore Partners Inc (EVR)vsMorgan Stanley (MS)

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Smart Verdict

WallStSmart Research — data-driven comparison

Morgan Stanley generates 1594% more annual revenue ($79.79B vs $4.71B). MS leads profitability with a 25.6% profit margin vs 15.8%. EVR appears more attractively valued with a PEG of 1.16. MS earns a higher WallStSmart Score of 72/100 (B).

EVR

Buy

61

out of 100

Grade: C+

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

MS

Strong Buy

72

out of 100

Grade: B

Growth: 7.3Profit: 8.0Value: 5.7Quality: 4.5
Piotroski: 5/9Altman Z: 0.38

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
14.6x8/10

Attractively priced relative to earnings

Revenue GrowthGrowth
18.8%8/10

18.8% revenue growth

MS5 strengths · Avg: 9.0/10
Market CapQuality
$288.43B10/10

Mega-cap, among the largest globally

Operating MarginProfitability
39.9%10/10

Strong operational efficiency at 39.9%

Profit MarginProfitability
25.6%9/10

Keeps 26 of every $100 in revenue as profit

P/E RatioValuation
14.6x8/10

Attractively priced relative to earnings

Price/BookValuation
2.7x8/10

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

EPS GrowthGrowth
-1.7%2/10

Earnings declined 1.7%

MS2 concerns · Avg: 3.0/10
PEG RatioValuation
1.614/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.382/10

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 17.8%. Revenue growth of 18.8% 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 25.6% and operating margin at 39.9%. Revenue growth of 10.8% demonstrates continued momentum.

Bear Case : EVR

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

Bear Case : MS

The primary concerns for MS are PEG Ratio, Altman Z-Score.

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 1.51 — expect wider price swings.

EVR is growing revenue faster at 18.8% — sustainability is the question.

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

Bottom Line

MS scores higher overall (72/100 vs 61/100), backed by strong 25.6% margins and 10.8% 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.

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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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