Evercore Partners Inc (EVR)vsCharles Schwab Corp (SCHW)
EVR
Evercore Partners Inc
$286.87
+3.03%
FINANCIAL SERVICES · Cap: $11.03B
SCHW
Charles Schwab Corp
$95.68
-0.72%
FINANCIAL SERVICES · Cap: $169.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Charles Schwab Corp generates 520% more annual revenue ($23.92B vs $3.86B). SCHW leads profitability with a 37.0% profit margin vs 15.3%. SCHW appears more attractively valued with a PEG of 1.12. EVR earns a higher WallStSmart Score of 78/100 (B+).
EVR
Strong Buy78
out of 100
Grade: B+
SCHW
Strong Buy75
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+47.4%
Fair Value
$657.07
Current Price
$286.87
$370.20 discount
Margin of Safety
+56.0%
Fair Value
$217.62
Current Price
$95.68
$121.94 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 30 in profit
Revenue surging 32.2% year-over-year
Strong operational efficiency at 24.7%
Earnings expanding 44.8% YoY
Keeps 37 of every $100 in revenue as profit
Strong operational efficiency at 49.7%
Conservative balance sheet, low leverage
Large-cap with strong market position
18.9% revenue growth
Earnings expanding 41.1% YoY
Areas to Watch
Weak financial health signals
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : EVR
The strongest argument for EVR centers on Return on Equity, Revenue Growth, Operating Margin. Profitability is solid with margins at 15.3% and operating margin at 24.7%. Revenue growth of 32.2% demonstrates continued momentum.
Bull Case : SCHW
The strongest argument for SCHW centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 37.0% and operating margin at 49.7%. Revenue growth of 18.9% demonstrates continued momentum.
Bear Case : EVR
The primary concerns for EVR are Piotroski F-Score.
Bear Case : SCHW
The primary concerns for SCHW are Free Cash Flow.
Key Dynamics to Monitor
EVR carries more volatility with a beta of 1.57 — expect wider price swings.
EVR is growing revenue faster at 32.2% — sustainability is the question.
EVR generates stronger free cash flow (799M), providing more financial flexibility.
Monitor CAPITAL MARKETS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
EVR scores higher overall (78/100 vs 75/100), backed by strong 15.3% margins and 32.2% revenue growth. SCHW offers better value entry with a 56.0% margin of safety. 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.
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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