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Stock Comparison

EVR vs MC

Revenue, margins, valuation, and 5-year total return — side by side.

Live fundamentals10-year financials5-year price chart
EVR
Evercore Inc.

Financial - Capital Markets

Financial ServicesNYSE • US
Market Cap$13.21B
5Y Perf.+505.0%
MC
Moelis & Company

Financial - Capital Markets

Financial ServicesNYSE • US
Market Cap$4.68B
5Y Perf.+89.7%

EVR vs MC — Key Financials

Market cap, revenue, margins, and valuation side-by-side.

Company Snapshot
EVR logoEVR
MC logoMC
IndustryFinancial - Capital MarketsFinancial - Capital Markets
Market Cap$13.21B$4.68B
Revenue (TTM)$3.88B$1.52B
Net Income (TTM)$592M$233M
Gross Margin99.4%99.2%
Operating Margin20.5%18.1%
Forward P/E17.6x20.8x
Total Debt$1.16B$267M
Cash & Equiv.$1.47B$509M

EVR vs MCLong-Term Stock Performance

Price return indexed to 100 at period start. Dividends excluded.

EVR
MC
StockMay 20May 26Return
Evercore Inc. (EVR)100605.0+505.0%
Moelis & Company (MC)100189.7+89.7%

Price return only. Dividends and distributions are not included.

Quick Verdict: EVR vs MC

Each card shows where this stock fits in a portfolio — not just who wins on paper.

Bottom line: EVR leads in 5 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. Moelis & Company is the stronger pick specifically for capital preservation and lower volatility and dividend income and shareholder returns. As sector peers, any of these can serve as alternatives in the same allocation.
EVR
Evercore Inc.
The Banking Pick

EVR carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.

  • Rev growth 29.5%, EPS growth 54.7%
  • 6.1% 10Y total return vs MC's 261.3%
  • 29.5% NII/revenue growth vs MC's 27.0%
Best for: growth exposure and long-term compounding
MC
Moelis & Company
The Banking Pick

MC is the clearest fit if your priority is income & stability and sleep-well-at-night.

  • Dividend streak 1 yrs, beta 1.75, yield 4.1%
  • Lower volatility, beta 1.75, Low D/E 39.3%, current ratio 21.47x
  • Beta 1.75, yield 4.1%, current ratio 21.47x
Best for: income & stability and sleep-well-at-night
See the full category breakdown
CategoryWinnerWhy
GrowthEVR logoEVR29.5% NII/revenue growth vs MC's 27.0%
ValueEVR logoEVRLower P/E (17.6x vs 20.8x)
Quality / MarginsEVR logoEVREfficiency ratio 0.8% vs MC's 0.8% (lower = leaner)
Stability / SafetyMC logoMCBeta 1.75 vs EVR's 1.90, lower leverage
DividendsMC logoMC4.1% yield, 1-year raise streak, vs EVR's 1.0%
Momentum (1Y)EVR logoEVR+63.7% vs MC's +25.4%
Efficiency (ROA)EVR logoEVREfficiency ratio 0.8% vs MC's 0.8%

EVR vs MC — Revenue Breakdown by Segment

How each company's revenue is distributed across its business units

EVREvercore Inc.
FY 2025
Investment Banking and Equities
97.7%$3.8B
Investment Management
2.3%$88M
MCMoelis & Company

Segment breakdown not available.

EVR vs MC — Financial Metrics

Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLMCLAGGINGEVR

Income & Cash Flow (Last 12 Months)

EVR leads this category, winning 3 of 5 comparable metrics.

EVR is the larger business by revenue, generating $3.9B annually — 2.6x MC's $1.5B. Profitability is closely matched — net margins range from 15.4% (MC) to 15.3% (EVR).

MetricEVR logoEVREvercore Inc.MC logoMCMoelis & Company
RevenueTrailing 12 months$3.9B$1.5B
EBITDAEarnings before interest/tax$804M$286M
Net IncomeAfter-tax profit$592M$233M
Free Cash FlowCash after capex$1.2B$540M
Gross MarginGross profit ÷ Revenue+99.4%+99.2%
Operating MarginEBIT ÷ Revenue+20.5%+18.1%
Net MarginNet income ÷ Revenue+15.3%+15.4%
FCF MarginFCF ÷ Revenue+30.5%+35.6%
Rev. Growth (YoY)Latest quarter vs prior year
EPS Growth (YoY)Latest quarter vs prior year+44.2%-4.3%
EVR leads this category, winning 3 of 5 comparable metrics.

Valuation Metrics

MC leads this category, winning 4 of 6 comparable metrics.

At 21.7x trailing earnings, MC trades at a 9% valuation discount to EVR's 23.7x P/E. On an enterprise value basis, MC's 15.5x EV/EBITDA is more attractive than EVR's 16.0x.

MetricEVR logoEVREvercore Inc.MC logoMCMoelis & Company
Market CapShares × price$13.2B$4.7B
Enterprise ValueMkt cap + debt − cash$12.9B$4.4B
Trailing P/EPrice ÷ TTM EPS23.73x21.70x
Forward P/EPrice ÷ next-FY EPS est.17.63x20.79x
PEG RatioP/E ÷ EPS growth rate2.10x
EV / EBITDAEnterprise value multiple16.03x15.55x
Price / SalesMarket cap ÷ Revenue3.40x3.09x
Price / BookPrice ÷ Book value/share6.38x7.43x
Price / FCFMarket cap ÷ FCF11.17x8.68x
MC leads this category, winning 4 of 6 comparable metrics.

Profitability & Efficiency

MC leads this category, winning 6 of 7 comparable metrics.

MC delivers a 37.9% return on equity — every $100 of shareholder capital generates $38 in annual profit, vs $29 for EVR. MC carries lower financial leverage with a 0.39x debt-to-equity ratio, signaling a more conservative balance sheet compared to EVR's 0.50x.

MetricEVR logoEVREvercore Inc.MC logoMCMoelis & Company
ROE (TTM)Return on equity+29.3%+37.9%
ROA (TTM)Return on assets+14.1%+15.9%
ROICReturn on invested capital+18.8%+24.9%
ROCEReturn on capital employed+17.6%+22.0%
Piotroski ScoreFundamental quality 0–966
Debt / EquityFinancial leverage0.50x0.39x
Net DebtTotal debt minus cash-$311M-$241M
Cash & Equiv.Liquid assets$1.5B$509M
Total DebtShort + long-term debt$1.2B$267M
Interest CoverageEBIT ÷ Interest expense32.72x
MC leads this category, winning 6 of 7 comparable metrics.

Total Returns (Dividends Reinvested)

EVR leads this category, winning 6 of 6 comparable metrics.

A $10,000 investment in EVR five years ago would be worth $24,206 today (with dividends reinvested), compared to $14,435 for MC. Over the past 12 months, EVR leads with a +63.7% total return vs MC's +25.4%. The 3-year compound annual growth rate (CAGR) favors EVR at 47.1% vs MC's 26.8% — a key indicator of consistent wealth creation.

MetricEVR logoEVREvercore Inc.MC logoMCMoelis & Company
YTD ReturnYear-to-date-4.8%-9.5%
1-Year ReturnPast 12 months+63.7%+25.4%
3-Year ReturnCumulative with dividends+218.5%+103.7%
5-Year ReturnCumulative with dividends+142.1%+44.3%
10-Year ReturnCumulative with dividends+614.5%+261.3%
CAGR (3Y)Annualised 3-year return+47.1%+26.8%
EVR leads this category, winning 6 of 6 comparable metrics.

Risk & Volatility

Evenly matched — EVR and MC each lead in 1 of 2 comparable metrics.

MC is the less volatile stock with a 1.75 beta — it tends to amplify market swings less than EVR's 1.90 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. EVR currently trades 85.8% from its 52-week high vs MC's 81.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricEVR logoEVREvercore Inc.MC logoMCMoelis & Company
Beta (5Y)Sensitivity to S&P 5001.90x1.75x
52-Week HighHighest price in past year$388.71$78.22
52-Week LowLowest price in past year$205.43$51.06
% of 52W HighCurrent price vs 52-week peak+85.8%+81.6%
RSI (14)Momentum oscillator 0–10048.348.1
Avg Volume (50D)Average daily shares traded623K1.3M
Evenly matched — EVR and MC each lead in 1 of 2 comparable metrics.

Analyst Outlook

MC leads this category, winning 2 of 2 comparable metrics.

Wall Street rates EVR as "Buy" and MC as "Hold". Consensus price targets imply 15.1% upside for MC (target: $73) vs 14.8% for EVR (target: $383). For income investors, MC offers the higher dividend yield at 4.13% vs EVR's 0.98%.

MetricEVR logoEVREvercore Inc.MC logoMCMoelis & Company
Analyst RatingConsensus buy/hold/sellBuyHold
Price TargetConsensus 12-month target$382.67$73.40
# AnalystsCovering analysts2122
Dividend YieldAnnual dividend ÷ price+1.0%+4.1%
Dividend StreakConsecutive years of raises01
Dividend / ShareAnnual DPS$3.25$2.63
Buyback YieldShare repurchases ÷ mkt cap+5.0%+1.6%
MC leads this category, winning 2 of 2 comparable metrics.
Key Takeaway

MC leads in 3 of 6 categories (Valuation Metrics, Profitability & Efficiency). EVR leads in 2 (Income & Cash Flow, Total Returns). 1 tied.

Best OverallMoelis & Company (MC)Leads 3 of 6 categories
Loading custom metrics...

EVR vs MC: Frequently Asked Questions

10 questions · data-driven answers · updated daily

01

Is EVR or MC a better buy right now?

For growth investors, Evercore Inc.

(EVR) is the stronger pick with 29. 5% revenue growth year-over-year, versus 27. 0% for Moelis & Company (MC). Moelis & Company (MC) offers the better valuation at 21. 7x trailing P/E (20. 8x forward), making it the more compelling value choice. Analysts rate Evercore Inc. (EVR) a "Buy" — based on 21 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

02

Which has the better valuation — EVR or MC?

On trailing P/E, Moelis & Company (MC) is the cheapest at 21.

7x versus Evercore Inc. at 23. 7x. On forward P/E, Evercore Inc. is actually cheaper at 17. 6x — notably different from the trailing picture, reflecting expected earnings growth.

03

Which is the better long-term investment — EVR or MC?

Over the past 5 years, Evercore Inc.

(EVR) delivered a total return of +142. 1%, compared to +44. 3% for Moelis & Company (MC). Over 10 years, the gap is even starker: EVR returned +614. 5% versus MC's +261. 3%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

04

Which is safer — EVR or MC?

By beta (market sensitivity over 5 years), Moelis & Company (MC) is the lower-risk stock at 1.

75β versus Evercore Inc. 's 1. 90β — meaning EVR is approximately 9% more volatile than MC relative to the S&P 500. On balance sheet safety, Moelis & Company (MC) carries a lower debt/equity ratio of 39% versus 50% for Evercore Inc. — giving it more financial flexibility in a downturn.

05

Which is growing faster — EVR or MC?

By revenue growth (latest reported year), Evercore Inc.

(EVR) is pulling ahead at 29. 5% versus 27. 0% for Moelis & Company (MC). On earnings-per-share growth, the picture is similar: Moelis & Company grew EPS 65. 2% year-over-year, compared to 54. 7% for Evercore Inc.. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

06

Which has better profit margins — EVR or MC?

Moelis & Company (MC) is the more profitable company, earning 15.

4% net margin versus 15. 3% for Evercore Inc. — meaning it keeps 15. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: EVR leads at 20. 5% versus 18. 1% for MC. At the gross margin level — before operating expenses — EVR leads at 99. 4%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

07

Is EVR or MC more undervalued right now?

On forward earnings alone, Evercore Inc.

(EVR) trades at 17. 6x forward P/E versus 20. 8x for Moelis & Company — 3. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for MC: 15. 1% to $73. 40.

08

Which pays a better dividend — EVR or MC?

All stocks in this comparison pay dividends.

Moelis & Company (MC) offers the highest yield at 4. 1%, versus 1. 0% for Evercore Inc. (EVR).

09

Is EVR or MC better for a retirement portfolio?

For long-horizon retirement investors, Evercore Inc.

(EVR) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (1. 0% yield, +614. 5% 10Y return). Moelis & Company (MC) carries a higher beta of 1. 75 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (EVR: +614. 5%, MC: +261. 3%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

10

What are the main differences between EVR and MC?

Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.

Find Stocks Like These

Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform both.

Stocks Like

EVR

High-Growth Compounder

  • Sector: Financial Services
  • Market Cap > $100B
  • Revenue Growth > 14%
  • Net Margin > 9%
Run This Screen
Stocks Like

MC

High-Growth Compounder

  • Sector: Financial Services
  • Market Cap > $100B
  • Revenue Growth > 13%
  • Net Margin > 9%
Run This Screen
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Beat Both

Find stocks that outperform EVR and MC on the metrics below

Revenue Growth>
%
(EVR: 29.5% · MC: 27.0%)
Net Margin>
%
(EVR: 15.3% · MC: 15.4%)
P/E Ratio<
x
(EVR: 23.7x · MC: 21.7x)

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