Evercore Partners Inc (EVR)vsCharles Schwab Corp (SCHW)
EVR
Evercore Partners Inc
$341.19
+2.99%
FINANCIAL SERVICES · Cap: $12.89B
SCHW
Charles Schwab Corp
$88.61
-0.64%
FINANCIAL SERVICES · Cap: $156.82B
Smart Verdict
WallStSmart Research — data-driven comparison
Charles Schwab Corp generates 445% more annual revenue ($24.80B vs $4.55B). SCHW leads profitability with a 38.0% profit margin vs 16.4%. SCHW appears more attractively valued with a PEG of 1.18. 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+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 30 in profit
Revenue surging 100.3% year-over-year
Earnings expanding 106.9% YoY
Strong operational efficiency at 24.5%
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 49.2%
Conservative balance sheet, low leverage
Large-cap with strong market position
Attractively priced relative to earnings
15.8% revenue growth
Areas to Watch
Weak financial health signals
Negative free cash flow — burning cash
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull 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 : SCHW
The strongest argument for SCHW centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 38.0% and operating margin at 49.2%. Revenue growth of 15.8% demonstrates continued momentum.
Bear Case : EVR
The primary concerns for EVR are Piotroski F-Score, Free Cash Flow.
Bear Case : SCHW
No major red flags identified for SCHW, but monitor valuation.
Key Dynamics to Monitor
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.
SCHW generates stronger free cash flow (7.2B), 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 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.
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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