Financial - Capital Markets
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PWP vs EVR
Revenue, margins, valuation, and 5-year total return — side by side.
Financial - Capital Markets
PWP vs EVR — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Financial - Capital Markets | Financial - Capital Markets |
| Market Cap | $1.98B | $12.92B |
| Revenue (TTM) | $751M | $3.88B |
| Net Income (TTM) | $20M | $592M |
| Gross Margin | 97.2% | 99.4% |
| Operating Margin | 6.4% | 20.5% |
| Forward P/E | 17.7x | 17.2x |
| Total Debt | $354M | $1.16B |
| Cash & Equiv. | $256M | $1.47B |
PWP vs EVR — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Nov 20 | May 26 | Return |
|---|---|---|---|
| Perella Weinberg Pa… (PWP) | 100 | 186.6 | +86.6% |
| Evercore Inc. (EVR) | 100 | 358.7 | +258.7% |
Price return only. Dividends and distributions are not included.
Quick Verdict: PWP vs EVR
Each card shows where this stock fits in a portfolio — not just who wins on paper.
PWP is the clearest fit if your priority is income & stability and sleep-well-at-night.
- Dividend streak 0 yrs, beta 1.85, yield 1.8%
- Lower volatility, beta 1.85, current ratio 1.15x
- Beta 1.85, yield 1.8%, current ratio 1.15x
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 PWP's 111.0%
- 29.5% NII/revenue growth vs PWP's -14.5%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 29.5% NII/revenue growth vs PWP's -14.5% | |
| Value | Lower P/E (17.2x vs 17.7x) | |
| Quality / Margins | Efficiency ratio 0.8% vs PWP's 0.9% (lower = leaner) | |
| Stability / Safety | Beta 1.85 vs EVR's 1.90 | |
| Dividends | 1.8% yield, vs EVR's 1.0% | |
| Momentum (1Y) | +55.5% vs PWP's +17.1% | |
| Efficiency (ROA) | Efficiency ratio 0.8% vs PWP's 0.9% |
PWP vs EVR — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
PWP vs EVR — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
EVR leads this category, winning 5 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
EVR is the larger business by revenue, generating $3.9B annually — 5.2x PWP's $751M. EVR is the more profitable business, keeping 15.3% of every revenue dollar as net income compared to PWP's 4.7%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $751M | $3.9B |
| EBITDAEarnings before interest/tax | $45M | $804M |
| Net IncomeAfter-tax profit | $20M | $592M |
| Free Cash FlowCash after capex | $96M | $1.2B |
| Gross MarginGross profit ÷ Revenue | +97.2% | +99.4% |
| Operating MarginEBIT ÷ Revenue | +6.4% | +20.5% |
| Net MarginNet income ÷ Revenue | +4.7% | +15.3% |
| FCF MarginFCF ÷ Revenue | +4.1% | +30.5% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | -91.7% | +44.2% |
Valuation Metrics
EVR leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
At 23.2x trailing earnings, EVR trades at a 35% valuation discount to PWP's 35.6x P/E. On an enterprise value basis, EVR's 15.7x EV/EBITDA is more attractive than PWP's 30.2x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $2.0B | $12.9B |
| Enterprise ValueMkt cap + debt − cash | $2.1B | $12.6B |
| Trailing P/EPrice ÷ TTM EPS | 35.56x | 23.21x |
| Forward P/EPrice ÷ next-FY EPS est. | 17.74x | 17.24x |
| PEG RatioP/E ÷ EPS growth rate | — | 2.05x |
| EV / EBITDAEnterprise value multiple | 30.24x | 15.67x |
| Price / SalesMarket cap ÷ Revenue | 2.64x | 3.33x |
| Price / BookPrice ÷ Book value/share | 4.82x | 6.24x |
| Price / FCFMarket cap ÷ FCF | 65.09x | 10.92x |
Profitability & Efficiency
EVR leads this category, winning 7 of 8 comparable metrics.
Profitability & Efficiency
EVR delivers a 29.3% return on equity — every $100 of shareholder capital generates $29 in annual profit, vs $16 for PWP. EVR carries lower financial leverage with a 0.50x debt-to-equity ratio, signaling a more conservative balance sheet compared to PWP's 1.36x. On the Piotroski fundamental quality scale (0–9), EVR scores 6/9 vs PWP's 4/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +16.3% | +29.3% |
| ROA (TTM)Return on assets | +3.0% | +14.1% |
| ROICReturn on invested capital | +7.0% | +18.8% |
| ROCEReturn on capital employed | +9.7% | +17.6% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 6 |
| Debt / EquityFinancial leverage | 1.36x | 0.50x |
| Net DebtTotal debt minus cash | $98M | -$311M |
| Cash & Equiv.Liquid assets | $256M | $1.5B |
| Total DebtShort + long-term debt | $354M | $1.2B |
| Interest CoverageEBIT ÷ Interest expense | — | 32.72x |
Total Returns (Dividends Reinvested)
EVR leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in EVR five years ago would be worth $23,880 today (with dividends reinvested), compared to $17,962 for PWP. Over the past 12 months, EVR leads with a +55.5% total return vs PWP's +17.1%. The 3-year compound annual growth rate (CAGR) favors EVR at 45.7% vs PWP's 37.2% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +11.9% | -6.9% |
| 1-Year ReturnPast 12 months | +17.1% | +55.5% |
| 3-Year ReturnCumulative with dividends | +158.2% | +209.1% |
| 5-Year ReturnCumulative with dividends | +79.6% | +138.8% |
| 10-Year ReturnCumulative with dividends | +111.0% | +605.7% |
| CAGR (3Y)Annualised 3-year return | +37.2% | +45.7% |
Risk & Volatility
Evenly matched — PWP and EVR each lead in 1 of 2 comparable metrics.
Risk & Volatility
PWP is the less volatile stock with a 1.85 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 83.9% from its 52-week high vs PWP's 75.4% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.85x | 1.90x |
| 52-Week HighHighest price in past year | $25.93 | $388.71 |
| 52-Week LowLowest price in past year | $15.74 | $205.43 |
| % of 52W HighCurrent price vs 52-week peak | +75.4% | +83.9% |
| RSI (14)Momentum oscillator 0–100 | 43.3 | 43.0 |
| Avg Volume (50D)Average daily shares traded | 841K | 628K |
Analyst Outlook
PWP leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates PWP as "Buy" and EVR as "Buy". Consensus price targets imply 17.3% upside for EVR (target: $383) vs 3.5% for PWP (target: $20). For income investors, PWP offers the higher dividend yield at 1.82% vs EVR's 1.00%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $20.25 | $382.67 |
| # AnalystsCovering analysts | 4 | 21 |
| Dividend YieldAnnual dividend ÷ price | +1.8% | +1.0% |
| Dividend StreakConsecutive years of raises | 0 | 0 |
| Dividend / ShareAnnual DPS | $0.36 | $3.25 |
| Buyback YieldShare repurchases ÷ mkt cap | +1.7% | +5.1% |
EVR leads in 4 of 6 categories (Income & Cash Flow, Valuation Metrics). PWP leads in 1 (Analyst Outlook). 1 tied.
PWP vs EVR: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is PWP or EVR a better buy right now?
For growth investors, Evercore Inc.
(EVR) is the stronger pick with 29. 5% revenue growth year-over-year, versus -14. 5% for Perella Weinberg Partners (PWP). Evercore Inc. (EVR) offers the better valuation at 23. 2x trailing P/E (17. 2x forward), making it the more compelling value choice. Analysts rate Perella Weinberg Partners (PWP) a "Buy" — based on 4 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.
02Which has the better valuation — PWP or EVR?
On trailing P/E, Evercore Inc.
(EVR) is the cheapest at 23. 2x versus Perella Weinberg Partners at 35. 6x. On forward P/E, Evercore Inc. is actually cheaper at 17. 2x.
03Which is the better long-term investment — PWP or EVR?
Over the past 5 years, Evercore Inc.
(EVR) delivered a total return of +138. 8%, compared to +79. 6% for Perella Weinberg Partners (PWP). Over 10 years, the gap is even starker: EVR returned +605. 7% versus PWP's +111. 0%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — PWP or EVR?
By beta (market sensitivity over 5 years), Perella Weinberg Partners (PWP) is the lower-risk stock at 1.
85β versus Evercore Inc. 's 1. 90β — meaning EVR is approximately 3% more volatile than PWP relative to the S&P 500. On balance sheet safety, Evercore Inc. (EVR) carries a lower debt/equity ratio of 50% versus 136% for Perella Weinberg Partners — giving it more financial flexibility in a downturn.
05Which is growing faster — PWP or EVR?
By revenue growth (latest reported year), Evercore Inc.
(EVR) is pulling ahead at 29. 5% versus -14. 5% for Perella Weinberg Partners (PWP). On earnings-per-share growth, the picture is similar: Perella Weinberg Partners grew EPS 145. 1% 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.
06Which has better profit margins — PWP or EVR?
Evercore Inc.
(EVR) is the more profitable company, earning 15. 3% net margin versus 4. 7% for Perella Weinberg Partners — meaning it keeps 15. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: EVR leads at 20. 5% versus 6. 4% for PWP. 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.
07Is PWP or EVR more undervalued right now?
On forward earnings alone, Evercore Inc.
(EVR) trades at 17. 2x forward P/E versus 17. 7x for Perella Weinberg Partners — 0. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for EVR: 17. 3% to $382. 67.
08Which pays a better dividend — PWP or EVR?
All stocks in this comparison pay dividends.
Perella Weinberg Partners (PWP) offers the highest yield at 1. 8%, versus 1. 0% for Evercore Inc. (EVR).
09Is PWP or EVR 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, +605. 7% 10Y return). Perella Weinberg Partners (PWP) carries a higher beta of 1. 85 — 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: +605. 7%, PWP: +111. 0%), 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.
10What are the main differences between PWP and EVR?
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.
In terms of investment character: PWP is a small-cap quality compounder stock; EVR is a mid-cap high-growth stock. 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.
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