WallStSmart

Evercore Partners Inc (EVR)vsMorgan Stanley (MS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Morgan Stanley generates 1552% more annual revenue ($77.83B vs $4.71B). MS leads profitability with a 25.9% profit margin vs 15.8%. EVR appears more attractively valued with a PEG of 1.16. MS earns a higher WallStSmart Score of 75/100 (B).

EVR

Buy

62

out of 100

Grade: C+

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

MS

Strong Buy

75

out of 100

Grade: B

Growth: 9.3Profit: 8.0Value: 5.7Quality: 3.5
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
14.8x8/10

Attractively priced relative to earnings

Revenue GrowthGrowth
18.8%8/10

18.8% revenue growth

MS6 strengths · Avg: 9.2/10
Market CapQuality
$336.70B10/10

Mega-cap, among the largest globally

Operating MarginProfitability
41.6%10/10

Strong operational efficiency at 41.6%

EPS GrowthGrowth
62.4%10/10

Earnings expanding 62.4% YoY

Profit MarginProfitability
25.9%9/10

Keeps 26 of every $100 in revenue as profit

P/E RatioValuation
17.3x8/10

Attractively priced relative to earnings

Revenue GrowthGrowth
28.0%8/10

Revenue surging 28.0% 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%

MS4 concerns · Avg: 2.3/10
PEG RatioValuation
1.874/10

Expensive relative to growth rate

Free Cash FlowQuality
$-3.57B2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.382/10

Distress zone — elevated risk

Debt/EquityHealth
4.751/10

Elevated debt levels

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 : MS

The strongest argument for MS centers on Market Cap, Operating Margin, EPS Growth. Profitability is solid with margins at 25.9% and operating margin at 41.6%. Revenue growth of 28.0% 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, Free Cash Flow, Altman Z-Score. Debt-to-equity of 4.75 is elevated, increasing financial risk.

Key Dynamics to Monitor

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

MS is growing revenue faster at 28.0% — 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

MS scores higher overall (75/100 vs 62/100), backed by strong 25.9% margins and 28.0% 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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