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BRBI vs HLI vs EVR vs PIPR
Revenue, margins, valuation, and 5-year total return — side by side.
Financial - Capital Markets
Financial - Capital Markets
Financial - Capital Markets
BRBI vs HLI vs EVR vs PIPR — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Asset Management | Financial - Capital Markets | Financial - Capital Markets | Financial - Capital Markets |
| Market Cap | $913M | $9.57B | $13.47B | $5.48B |
| Revenue (TTM) | $7.41B | $2.65B | $3.88B | $1.87B |
| Net Income (TTM) | $194M | $448M | $592M | $281M |
| Gross Margin | 5.9% | 37.3% | 99.4% | 98.1% |
| Operating Margin | 3.2% | 21.1% | 20.5% | 20.1% |
| Forward P/E | 24.4x | 17.8x | 17.7x | 16.3x |
| Total Debt | $9.93B | $438M | $1.16B | $116M |
| Cash & Equiv. | $575M | $971M | $1.47B | $809M |
BRBI vs HLI vs EVR vs PIPR — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jun 20 | Jun 26 | Return |
|---|---|---|---|
| BRBI BR Partners S.… (BRBI) | 100 | 11600000.0 | +11599900.0% |
| Houlihan Lokey, Inc. (HLI) | 100 | 246.4 | +146.4% |
| Evercore Inc. (EVR) | 100 | 577.3 | +477.3% |
| Piper Sandler Compa… (PIPR) | 100 | 520.0 | +420.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: BRBI vs HLI vs EVR vs PIPR
Each card shows where this stock fits in a portfolio — not just who wins on paper.
BRBI has the current edge in this matchup, primarily because of its strength in quality and efficiency.
- Efficiency ratio 0.0% vs EVR's 0.8% (lower = leaner)
- Efficiency ratio 0.0% vs EVR's 0.8%
HLI is the clearest fit if your priority is income & stability and sleep-well-at-night.
- Dividend streak 11 yrs, beta 0.85, yield 1.8%
- Lower volatility, beta 0.85, Low D/E 20.1%, current ratio 1.38x
- Beta 0.85 vs EVR's 1.81, lower leverage
EVR is the #2 pick in this set and the best alternative if growth exposure is your priority.
- Rev growth 29.5%, EPS growth 54.7%
- 29.5% NII/revenue growth vs BRBI's 13.1%
- +38.7% vs HLI's -20.7%
PIPR is the clearest fit if your priority is long-term compounding and valuation efficiency.
- 7.8% 10Y total return vs BRBI's 414.7%
- PEG 0.39 vs EVR's 1.56
- Beta 1.35, yield 2.1%, current ratio 22.75x
- Lower P/E (16.3x vs 17.7x), PEG 0.39 vs 1.56
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 29.5% NII/revenue growth vs BRBI's 13.1% | |
| Value | Lower P/E (16.3x vs 17.7x), PEG 0.39 vs 1.56 | |
| Quality / Margins | Efficiency ratio 0.0% vs EVR's 0.8% (lower = leaner) | |
| Stability / Safety | Beta 0.85 vs EVR's 1.81, lower leverage | |
| Dividends | 2.1% yield, 2-year raise streak, vs EVR's 1.0%, (1 stock pays no dividend) | |
| Momentum (1Y) | +38.7% vs HLI's -20.7% | |
| Efficiency (ROA) | Efficiency ratio 0.0% vs EVR's 0.8% |
BRBI vs HLI vs EVR vs PIPR — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
BRBI vs HLI vs EVR vs PIPR — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
PIPR leads in 2 of 6 categories
EVR leads 1 • BRBI leads 0 • HLI leads 0 • 3 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
Evenly matched — HLI and PIPR each lead in 2 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
BRBI is the larger business by revenue, generating $7.4B annually — 4.0x PIPR's $1.9B. HLI is the more profitable business, keeping 16.9% of every revenue dollar as net income compared to BRBI's 2.6%.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $7.4B | $2.6B | $3.9B | $1.9B |
| EBITDAEarnings before interest/tax | — | $609M | $804M | $403M |
| Net IncomeAfter-tax profit | — | $448M | $592M | $281M |
| Free Cash FlowCash after capex | — | $739M | $1.2B | $669M |
| Gross MarginGross profit ÷ Revenue | +5.9% | +37.3% | +99.4% | +98.1% |
| Operating MarginEBIT ÷ Revenue | +3.2% | +21.1% | +20.5% | +20.1% |
| Net MarginNet income ÷ Revenue | +2.6% | +16.9% | +15.3% | +15.0% |
| FCF MarginFCF ÷ Revenue | +1.2% | +27.9% | +30.5% | +35.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | — | +22.3% | +44.2% | +65.8% |
Valuation Metrics
PIPR leads this category, winning 6 of 7 comparable metrics.
Valuation Metrics
At 19.4x trailing earnings, PIPR trades at a 21% valuation discount to BRBI's 24.4x P/E. Adjusting for growth (PEG ratio), PIPR offers better value at 0.46x vs EVR's 2.14x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $913M | $9.6B | $13.5B | $5.5B |
| Enterprise ValueMkt cap + debt − cash | $2.7B | $9.0B | $13.2B | $4.8B |
| Trailing P/EPrice ÷ TTM EPS | 24.43x | 23.56x | 24.21x | 19.42x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 17.80x | 17.70x | 16.30x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.49x | 2.14x | 0.46x |
| EV / EBITDAEnterprise value multiple | 57.04x | 16.64x | 16.36x | 11.59x |
| Price / SalesMarket cap ÷ Revenue | 0.64x | 4.00x | 3.47x | 2.88x |
| Price / BookPrice ÷ Book value/share | 5.88x | 4.33x | 6.51x | 3.46x |
| Price / FCFMarket cap ÷ FCF | 54.18x | 11.83x | 11.39x | 7.86x |
Profitability & Efficiency
PIPR leads this category, winning 4 of 9 comparable metrics.
Profitability & Efficiency
EVR delivers a 29.3% return on equity — every $100 of shareholder capital generates $29 in annual profit, vs $19 for PIPR. PIPR carries lower financial leverage with a 0.07x debt-to-equity ratio, signaling a more conservative balance sheet compared to BRBI's 12.34x. On the Piotroski fundamental quality scale (0–9), HLI scores 7/9 vs PIPR's 5/9, reflecting strong financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | +23.8% | +20.1% | +29.3% | +19.3% |
| ROA (TTM)Return on assets | +1.5% | +11.9% | +14.1% | +13.1% |
| ROICReturn on invested capital | +2.0% | +15.5% | +18.8% | +18.0% |
| ROCEReturn on capital employed | +2.3% | +20.1% | +17.6% | +16.2% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 7 | 6 | 5 |
| Debt / EquityFinancial leverage | 12.34x | 0.20x | 0.50x | 0.07x |
| Net DebtTotal debt minus cash | $9.4B | -$533M | -$311M | -$693M |
| Cash & Equiv.Liquid assets | $575M | $971M | $1.5B | $809M |
| Total DebtShort + long-term debt | $9.9B | $438M | $1.2B | $116M |
| Interest CoverageEBIT ÷ Interest expense | — | — | 32.72x | 77.56x |
Total Returns (Dividends Reinvested)
EVR leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in PIPR five years ago would be worth $26,258 today (with dividends reinvested), compared to $19,422 for HLI. Over the past 12 months, EVR leads with a +38.7% total return vs HLI's -20.7%. The 3-year compound annual growth rate (CAGR) favors EVR at 43.0% vs HLI's 16.4% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | -15.5% | -21.5% | -2.7% | -10.2% |
| 1-Year ReturnPast 12 months | — | -20.7% | +38.7% | +19.6% |
| 3-Year ReturnCumulative with dividends | — | +57.9% | +192.3% | +138.1% |
| 5-Year ReturnCumulative with dividends | — | +94.2% | +150.7% | +162.6% |
| 10-Year ReturnCumulative with dividends | +41470.8% | +534.0% | +605.6% | +781.0% |
| CAGR (3Y)Annualised 3-year return | — | +16.4% | +43.0% | +33.5% |
Risk & Volatility
Evenly matched — HLI and EVR each lead in 1 of 2 comparable metrics.
Risk & Volatility
HLI is the less volatile stock with a 0.85 beta — it tends to amplify market swings less than EVR's 1.81 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. EVR currently trades 87.5% from its 52-week high vs BRBI's 17.3% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.02x | 0.85x | 1.81x | 1.35x |
| 52-Week HighHighest price in past year | $67.01 | $211.78 | $388.71 | $375.55 |
| 52-Week LowLowest price in past year | $0.00 | $134.41 | $238.96 | $62.50 |
| % of 52W HighCurrent price vs 52-week peak | +17.3% | +64.7% | +87.5% | +20.5% |
| RSI (14)Momentum oscillator 0–100 | 33.6 | 34.6 | 50.3 | 39.2 |
| Avg Volume (50D)Average daily shares traded | 2K | 597K | 475K | 573K |
Analyst Outlook
Evenly matched — EVR and PIPR each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: HLI as "Buy", EVR as "Buy", PIPR as "Hold". Consensus price targets imply 37.1% upside for HLI (target: $188) vs 12.5% for EVR (target: $383). For income investors, PIPR offers the higher dividend yield at 2.09% vs EVR's 0.96%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy | Buy | Hold |
| Price TargetConsensus 12-month target | — | $188.00 | $382.67 | $97.58 |
| # AnalystsCovering analysts | — | 15 | 21 | 11 |
| Dividend YieldAnnual dividend ÷ price | — | +1.8% | +1.0% | +2.1% |
| Dividend StreakConsecutive years of raises | 1 | 11 | 19 | 2 |
| Dividend / ShareAnnual DPS | — | $2.41 | $3.25 | $1.60 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.5% | +4.9% | +2.3% |
PIPR leads in 2 of 6 categories (Valuation Metrics, Profitability & Efficiency). EVR leads in 1 (Total Returns). 3 tied.
BRBI vs HLI vs EVR vs PIPR: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is BRBI or HLI or EVR or PIPR a better buy right now?
For growth investors, Evercore Inc.
(EVR) is the stronger pick with 29. 5% revenue growth year-over-year, versus 13. 1% for BRBI BR Partners S. A. ADSs (BRBI). Piper Sandler Companies (PIPR) offers the better valuation at 19. 4x trailing P/E (16. 3x forward), making it the more compelling value choice. Analysts rate Houlihan Lokey, Inc. (HLI) a "Buy" — based on 15 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 — BRBI or HLI or EVR or PIPR?
On trailing P/E, Piper Sandler Companies (PIPR) is the cheapest at 19.
4x versus BRBI BR Partners S. A. ADSs at 24. 4x. On forward P/E, Piper Sandler Companies is actually cheaper at 16. 3x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Piper Sandler Companies wins at 0. 39x versus Evercore Inc. 's 1. 56x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — BRBI or HLI or EVR or PIPR?
Over the past 5 years, Piper Sandler Companies (PIPR) delivered a total return of +162.
6%, compared to +94. 2% for Houlihan Lokey, Inc. (HLI). Over 10 years, the gap is even starker: BRBI returned +414. 7% versus HLI's +534. 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 — BRBI or HLI or EVR or PIPR?
By beta (market sensitivity over 5 years), Houlihan Lokey, Inc.
(HLI) is the lower-risk stock at 0. 85β versus Evercore Inc. 's 1. 81β — meaning EVR is approximately 113% more volatile than HLI relative to the S&P 500. On balance sheet safety, Piper Sandler Companies (PIPR) carries a lower debt/equity ratio of 7% versus 12% for BRBI BR Partners S. A. ADSs — giving it more financial flexibility in a downturn.
05Which is growing faster — BRBI or HLI or EVR or PIPR?
By revenue growth (latest reported year), Evercore Inc.
(EVR) is pulling ahead at 29. 5% versus 13. 1% for BRBI BR Partners S. A. ADSs (BRBI). On earnings-per-share growth, the picture is similar: Evercore Inc. grew EPS 54. 7% year-over-year, compared to 24. 9% for BRBI BR Partners S. A. ADSs. 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 — BRBI or HLI or EVR or PIPR?
Houlihan Lokey, Inc.
(HLI) is the more profitable company, earning 16. 7% net margin versus 2. 6% for BRBI BR Partners S. A. ADSs — meaning it keeps 16. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: HLI leads at 21. 0% versus 3. 2% for BRBI. 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 BRBI or HLI or EVR or PIPR more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Piper Sandler Companies (PIPR) is the more undervalued stock at a PEG of 0. 39x versus Evercore Inc. 's 1. 56x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Piper Sandler Companies (PIPR) trades at 16. 3x forward P/E versus 17. 8x for Houlihan Lokey, Inc. — 1. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for HLI: 37. 1% to $188. 00.
08Which pays a better dividend — BRBI or HLI or EVR or PIPR?
In this comparison, PIPR (2.
1% yield), HLI (1. 8% yield), EVR (1. 0% yield) pay a dividend. BRBI does not pay a meaningful dividend and should not be held primarily for income.
09Is BRBI or HLI or EVR or PIPR better for a retirement portfolio?
For long-horizon retirement investors, Houlihan Lokey, Inc.
(HLI) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 85), 1. 8% yield, +534. 0% 10Y return). Evercore Inc. (EVR) carries a higher beta of 1. 81 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (HLI: +534. 0%, EVR: +605. 6%), 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 BRBI and HLI and EVR and PIPR?
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: BRBI is a small-cap quality compounder stock; HLI is a small-cap high-growth stock; EVR is a mid-cap high-growth stock; PIPR is a small-cap high-growth stock. HLI, EVR, PIPR pay a dividend while BRBI does not, making them suitable for different income and tax situations. 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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