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Side-by-side financial analysisStock Comparison
BRBI vs HLI vs EVR vs PIPR vs MC
Revenue, margins, valuation, and 5-year total return — side by side.
Financial - Capital Markets
Financial - Capital Markets
Financial - Capital Markets
Financial - Capital Markets
BRBI vs HLI vs EVR vs PIPR vs MC — 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 | Financial - Capital Markets |
| Market Cap | $913M | $9.57B | $13.47B | $5.48B | $5.05B |
| Revenue (TTM) | $7.41B | $2.65B | $3.88B | $1.87B | $1.52B |
| Net Income (TTM) | $194M | $448M | $592M | $281M | $233M |
| Gross Margin | 5.9% | 37.3% | 99.4% | 98.1% | 69.0% |
| Operating Margin | 3.2% | 21.1% | 20.5% | 20.1% | 18.1% |
| Forward P/E | 24.4x | 17.8x | 17.7x | 16.3x | 22.2x |
| Total Debt | $9.93B | $438M | $1.16B | $116M | $267M |
| Cash & Equiv. | $575M | $971M | $1.47B | $809M | $509M |
BRBI vs HLI vs EVR vs PIPR vs MC — 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% |
| Moelis & Company (MC) | 100 | 220.5 | +120.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: BRBI vs HLI vs EVR vs PIPR vs MC
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 MC's 0.8% (lower = leaner)
- Efficiency ratio 0.0% vs MC's 0.8%
HLI ranks third and is worth considering specifically for 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 EVR's 6.1%
- PEG 0.39 vs EVR's 1.56
- Beta 1.35, yield 2.1%, current ratio 22.75x
- Lower P/E (16.3x vs 22.2x)
MC is the clearest fit if your priority is dividends.
- 3.8% yield, 1-year raise streak, vs EVR's 1.0%, (1 stock pays no dividend)
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 22.2x) | |
| Quality / Margins | Efficiency ratio 0.0% vs MC's 0.8% (lower = leaner) | |
| Stability / Safety | Beta 0.85 vs EVR's 1.81, lower leverage | |
| Dividends | 3.8% yield, 1-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 MC's 0.8% |
BRBI vs HLI vs EVR vs PIPR vs MC — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
Segment breakdown not available.
BRBI vs HLI vs EVR vs PIPR vs MC — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
PIPR leads in 1 of 6 categories
EVR leads 1 • BRBI leads 0 • HLI leads 0 • MC leads 0 • 4 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 — 4.9x MC's $1.5B. 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 | $1.5B |
| EBITDAEarnings before interest/tax | — | $609M | $804M | $403M | $286M |
| Net IncomeAfter-tax profit | — | $448M | $592M | $281M | $233M |
| Free Cash FlowCash after capex | — | $739M | $1.2B | $669M | $540M |
| Gross MarginGross profit ÷ Revenue | +5.9% | +37.3% | +99.4% | +98.1% | +69.0% |
| Operating MarginEBIT ÷ Revenue | +3.2% | +21.1% | +20.5% | +20.1% | +18.1% |
| Net MarginNet income ÷ Revenue | +2.6% | +16.9% | +15.3% | +15.0% | +15.4% |
| FCF MarginFCF ÷ Revenue | +1.2% | +27.9% | +30.5% | +35.8% | +35.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — | — | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | — | +22.3% | +44.2% | +65.8% | -4.3% |
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 | $5.0B |
| Enterprise ValueMkt cap + debt − cash | $2.7B | $9.0B | $13.2B | $4.8B | $4.8B |
| Trailing P/EPrice ÷ TTM EPS | 24.43x | 23.56x | 24.21x | 19.42x | 23.37x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 17.80x | 17.70x | 16.30x | 22.22x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.49x | 2.14x | 0.46x | — |
| EV / EBITDAEnterprise value multiple | 57.04x | 16.64x | 16.36x | 11.59x | 16.81x |
| Price / SalesMarket cap ÷ Revenue | 0.64x | 4.00x | 3.47x | 2.88x | 3.33x |
| Price / BookPrice ÷ Book value/share | 5.88x | 4.33x | 6.51x | 3.46x | 8.00x |
| Price / FCFMarket cap ÷ FCF | 54.18x | 11.83x | 11.39x | 7.86x | 9.34x |
Profitability & Efficiency
Evenly matched — PIPR and MC each lead in 4 of 9 comparable metrics.
Profitability & Efficiency
MC delivers a 37.9% return on equity — every $100 of shareholder capital generates $38 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% | +37.9% |
| ROA (TTM)Return on assets | +1.5% | +11.9% | +14.1% | +13.1% | +15.9% |
| ROICReturn on invested capital | +2.0% | +15.5% | +18.8% | +18.0% | +24.9% |
| ROCEReturn on capital employed | +2.3% | +20.1% | +17.6% | +16.2% | +22.0% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 7 | 6 | 5 | 6 |
| Debt / EquityFinancial leverage | 12.34x | 0.20x | 0.50x | 0.07x | 0.39x |
| Net DebtTotal debt minus cash | $9.4B | -$533M | -$311M | -$693M | -$241M |
| Cash & Equiv.Liquid assets | $575M | $971M | $1.5B | $809M | $509M |
| Total DebtShort + long-term debt | $9.9B | $438M | $1.2B | $116M | $267M |
| Interest CoverageEBIT ÷ Interest expense | — | — | 32.72x | 77.56x | — |
Total Returns (Dividends Reinvested)
EVR leads this category, winning 3 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 $15,355 for MC. 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% | -1.7% |
| 1-Year ReturnPast 12 months | — | -20.7% | +38.7% | +19.6% | +21.9% |
| 3-Year ReturnCumulative with dividends | — | +57.9% | +192.3% | +138.1% | +79.0% |
| 5-Year ReturnCumulative with dividends | — | +94.2% | +150.7% | +162.6% | +53.5% |
| 10-Year ReturnCumulative with dividends | +41470.8% | +534.0% | +605.6% | +781.0% | +290.8% |
| CAGR (3Y)Annualised 3-year return | — | +16.4% | +43.0% | +33.5% | +21.4% |
Risk & Volatility
Evenly matched — HLI and MC 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. MC currently trades 87.8% 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 | 1.57x |
| 52-Week HighHighest price in past year | $67.01 | $211.78 | $388.71 | $375.55 | $78.22 |
| 52-Week LowLowest price in past year | $0.00 | $134.41 | $238.96 | $62.50 | $51.06 |
| % of 52W HighCurrent price vs 52-week peak | +17.3% | +64.7% | +87.5% | +20.5% | +87.8% |
| RSI (14)Momentum oscillator 0–100 | 33.6 | 34.6 | 50.3 | 39.2 | 56.9 |
| Avg Volume (50D)Average daily shares traded | 2K | 597K | 475K | 573K | 936K |
Analyst Outlook
Evenly matched — EVR and MC each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: HLI as "Buy", EVR as "Buy", PIPR as "Hold", MC as "Hold". Consensus price targets imply 37.1% upside for HLI (target: $188) vs 6.8% for MC (target: $73). For income investors, MC offers the higher dividend yield at 3.83% vs EVR's 0.96%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy | Buy | Hold | Hold |
| Price TargetConsensus 12-month target | — | $188.00 | $382.67 | $97.58 | $73.40 |
| # AnalystsCovering analysts | — | 15 | 21 | 11 | 22 |
| Dividend YieldAnnual dividend ÷ price | — | +1.8% | +1.0% | +2.1% | +3.8% |
| Dividend StreakConsecutive years of raises | 1 | 11 | 19 | 2 | 1 |
| Dividend / ShareAnnual DPS | — | $2.41 | $3.25 | $1.60 | $2.63 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.5% | +4.9% | +2.3% | +1.5% |
PIPR leads in 1 of 6 categories (Valuation Metrics). EVR leads in 1 (Total Returns). 4 tied.
BRBI vs HLI vs EVR vs PIPR vs MC: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is BRBI or HLI or EVR or PIPR 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 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 or MC?
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 or MC?
Over the past 5 years, Piper Sandler Companies (PIPR) delivered a total return of +162.
6%, compared to +53. 5% for Moelis & Company (MC). Over 10 years, the gap is even starker: BRBI returned +414. 7% versus MC's +290. 8%. 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 or MC?
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 or MC?
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: Moelis & Company grew EPS 65. 2% 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 or MC?
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 or MC 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 22. 2x for Moelis & Company — 5. 9x 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 or MC?
In this comparison, MC (3.
8% yield), 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 or MC 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). Moelis & Company (MC) carries a higher beta of 1. 57 — 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%, MC: +290. 8%), 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 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.
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; MC is a small-cap high-growth stock. HLI, EVR, PIPR, MC 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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