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Side-by-side financial analysisStock Comparison
BRBI vs LAZ vs EVR vs PJT
Revenue, margins, valuation, and 5-year total return — side by side.
Financial - Capital Markets
Financial - Capital Markets
Financial - Capital Markets
BRBI vs LAZ vs EVR vs PJT — 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 | $4.30B | $13.47B | $3.80B |
| Revenue (TTM) | $7.41B | $3.16B | $3.88B | $1.81B |
| Net Income (TTM) | $194M | $237M | $592M | $187M |
| Gross Margin | 5.9% | 31.2% | 99.4% | 32.7% |
| Operating Margin | 3.2% | 11.1% | 20.5% | 21.3% |
| Forward P/E | 24.4x | 16.4x | 17.7x | 20.9x |
| Total Debt | $9.93B | $2.58B | $1.16B | $414M |
| Cash & Equiv. | $575M | $1.50B | $1.47B | $539M |
BRBI vs LAZ vs EVR vs PJT — 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% |
| Lazard Ltd (LAZ) | 100 | 159.8 | +59.8% |
| Evercore Inc. (EVR) | 100 | 577.3 | +477.3% |
| PJT Partners Inc. (PJT) | 100 | 306.4 | +206.4% |
Price return only. Dividends and distributions are not included.
Quick Verdict: BRBI vs LAZ vs EVR vs PJT
Each card shows where this stock fits in a portfolio — not just who wins on paper.
BRBI carries the broadest edge in this set and is the clearest fit for quality and stability.
- Efficiency ratio 0.0% vs EVR's 0.8% (lower = leaner)
- Beta 1.02 vs EVR's 1.81
- Efficiency ratio 0.0% vs EVR's 0.8%
LAZ is the #2 pick in this set and the best alternative if income & stability and defensive is your priority.
- Dividend streak 0 yrs, beta 1.73, yield 3.8%
- Beta 1.73, yield 3.8%, current ratio 29.35x
- Lower P/E (16.4x vs 24.4x)
- 3.8% yield, vs EVR's 1.0%, (1 stock pays no dividend)
EVR is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth 29.5%, EPS growth 54.7%
- 6.1% 10Y total return vs BRBI's 414.7%
- PEG 1.56 vs PJT's 2.40
- 29.5% NII/revenue growth vs LAZ's 3.2%
PJT is the clearest fit if your priority is sleep-well-at-night.
- Lower volatility, beta 1.04, Low D/E 41.0%, current ratio 27.67x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 29.5% NII/revenue growth vs LAZ's 3.2% | |
| Value | Lower P/E (16.4x vs 24.4x) | |
| Quality / Margins | Efficiency ratio 0.0% vs EVR's 0.8% (lower = leaner) | |
| Stability / Safety | Beta 1.02 vs EVR's 1.81 | |
| Dividends | 3.8% yield, vs EVR's 1.0%, (1 stock pays no dividend) | |
| Momentum (1Y) | +38.7% vs PJT's +2.0% | |
| Efficiency (ROA) | Efficiency ratio 0.0% vs EVR's 0.8% |
BRBI vs LAZ vs EVR vs PJT — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
BRBI vs LAZ vs EVR vs PJT — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
EVR leads in 2 of 6 categories
PJT leads 2 • BRBI leads 0 • LAZ leads 0 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
EVR leads this category, winning 3 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
BRBI is the larger business by revenue, generating $7.4B annually — 4.1x PJT's $1.8B. EVR is the more profitable business, keeping 15.3% of every revenue dollar as net income compared to BRBI's 2.6%.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $7.4B | $3.2B | $3.9B | $1.8B |
| EBITDAEarnings before interest/tax | — | $384M | $804M | $412M |
| Net IncomeAfter-tax profit | — | $237M | $592M | $187M |
| Free Cash FlowCash after capex | — | $519M | $1.2B | $614M |
| Gross MarginGross profit ÷ Revenue | +5.9% | +31.2% | +99.4% | +32.7% |
| Operating MarginEBIT ÷ Revenue | +3.2% | +11.1% | +20.5% | +21.3% |
| Net MarginNet income ÷ Revenue | +2.6% | +7.5% | +15.3% | +10.3% |
| FCF MarginFCF ÷ Revenue | +1.2% | +16.4% | +30.5% | +34.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | — | -43.8% | +44.2% | +11.1% |
Valuation Metrics
PJT leads this category, winning 3 of 7 comparable metrics.
Valuation Metrics
At 21.1x trailing earnings, LAZ trades at a 14% valuation discount to BRBI's 24.4x P/E. Adjusting for growth (PEG ratio), EVR offers better value at 2.14x vs PJT's 2.70x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $913M | $4.3B | $13.5B | $3.8B |
| Enterprise ValueMkt cap + debt − cash | $2.7B | $5.4B | $13.2B | $3.7B |
| Trailing P/EPrice ÷ TTM EPS | 24.43x | 21.08x | 24.21x | 23.55x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 16.38x | 17.70x | 20.90x |
| PEG RatioP/E ÷ EPS growth rate | — | — | 2.14x | 2.70x |
| EV / EBITDAEnterprise value multiple | 57.04x | 11.95x | 16.36x | 9.33x |
| Price / SalesMarket cap ÷ Revenue | 0.64x | 1.35x | 3.47x | 2.22x |
| Price / BookPrice ÷ Book value/share | 5.88x | 4.92x | 6.51x | 4.46x |
| Price / FCFMarket cap ÷ FCF | 54.18x | 8.50x | 11.39x | 7.91x |
Profitability & Efficiency
PJT leads this category, winning 5 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 $20 for PJT. PJT carries lower financial leverage with a 0.41x debt-to-equity ratio, signaling a more conservative balance sheet compared to BRBI's 12.34x. On the Piotroski fundamental quality scale (0–9), PJT scores 7/9 vs LAZ's 5/9, reflecting strong financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | +23.8% | +26.7% | +29.3% | +20.1% |
| ROA (TTM)Return on assets | +1.5% | +5.2% | +14.1% | +11.1% |
| ROICReturn on invested capital | +2.0% | +9.5% | +18.8% | +20.3% |
| ROCEReturn on capital employed | +2.3% | +9.5% | +17.6% | +21.2% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 5 | 6 | 7 |
| Debt / EquityFinancial leverage | 12.34x | 2.61x | 0.50x | 0.41x |
| Net DebtTotal debt minus cash | $9.4B | $1.1B | -$311M | -$125M |
| Cash & Equiv.Liquid assets | $575M | $1.5B | $1.5B | $539M |
| Total DebtShort + long-term debt | $9.9B | $2.6B | $1.2B | $414M |
| Interest CoverageEBIT ÷ Interest expense | — | 4.74x | 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 $25,068 today (with dividends reinvested), compared to $11,784 for LAZ. Over the past 12 months, EVR leads with a +38.7% total return vs PJT's +2.0%. The 3-year compound annual growth rate (CAGR) favors EVR at 43.0% vs LAZ's 19.1% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | -15.5% | -6.0% | -2.7% | -6.9% |
| 1-Year ReturnPast 12 months | — | +8.6% | +38.7% | +2.0% |
| 3-Year ReturnCumulative with dividends | — | +68.9% | +192.3% | +124.2% |
| 5-Year ReturnCumulative with dividends | — | +17.8% | +150.7% | +138.9% |
| 10-Year ReturnCumulative with dividends | +41470.8% | +95.7% | +605.6% | +523.2% |
| CAGR (3Y)Annualised 3-year return | — | +19.1% | +43.0% | +30.9% |
Risk & Volatility
Evenly matched — BRBI and EVR each lead in 1 of 2 comparable metrics.
Risk & Volatility
BRBI is the less volatile stock with a 1.02 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 | 1.73x | 1.81x | 1.04x |
| 52-Week HighHighest price in past year | $67.01 | $58.75 | $388.71 | $195.62 |
| 52-Week LowLowest price in past year | $0.00 | $38.67 | $238.96 | $127.73 |
| % of 52W HighCurrent price vs 52-week peak | +17.3% | +77.9% | +87.5% | +80.4% |
| RSI (14)Momentum oscillator 0–100 | 33.6 | 47.2 | 50.3 | 54.1 |
| Avg Volume (50D)Average daily shares traded | 2K | 1.2M | 475K | 320K |
Analyst Outlook
Evenly matched — LAZ and EVR each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: LAZ as "Buy", EVR as "Buy", PJT as "Hold". Consensus price targets imply 12.5% upside for EVR (target: $383) vs 0.9% for PJT (target: $159). For income investors, LAZ offers the higher dividend yield at 3.84% vs PJT's 0.54%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy | Buy | Hold |
| Price TargetConsensus 12-month target | — | $48.50 | $382.67 | $158.67 |
| # AnalystsCovering analysts | — | 29 | 21 | 12 |
| Dividend YieldAnnual dividend ÷ price | — | +3.8% | +1.0% | +0.5% |
| Dividend StreakConsecutive years of raises | 1 | 0 | 19 | 0 |
| Dividend / ShareAnnual DPS | — | $1.75 | $3.25 | $0.86 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +2.1% | +4.9% | +5.1% |
EVR leads in 2 of 6 categories (Income & Cash Flow, Total Returns). PJT leads in 2 (Valuation Metrics, Profitability & Efficiency). 2 tied.
BRBI vs LAZ vs EVR vs PJT: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is BRBI or LAZ or EVR or PJT a better buy right now?
For growth investors, Evercore Inc.
(EVR) is the stronger pick with 29. 5% revenue growth year-over-year, versus 3. 2% for Lazard Ltd (LAZ). Lazard Ltd (LAZ) offers the better valuation at 21. 1x trailing P/E (16. 4x forward), making it the more compelling value choice. Analysts rate Lazard Ltd (LAZ) a "Buy" — based on 29 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 LAZ or EVR or PJT?
On trailing P/E, Lazard Ltd (LAZ) is the cheapest at 21.
1x versus BRBI BR Partners S. A. ADSs at 24. 4x. On forward P/E, Lazard Ltd is actually cheaper at 16. 4x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Evercore Inc. wins at 1. 56x versus PJT Partners Inc. 's 2. 40x — a reasonable growth-adjusted valuation.
03Which is the better long-term investment — BRBI or LAZ or EVR or PJT?
Over the past 5 years, Evercore Inc.
(EVR) delivered a total return of +150. 7%, compared to +17. 8% for Lazard Ltd (LAZ). Over 10 years, the gap is even starker: BRBI returned +414. 7% versus LAZ's +95. 7%. 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 LAZ or EVR or PJT?
By beta (market sensitivity over 5 years), BRBI BR Partners S.
A. ADSs (BRBI) is the lower-risk stock at 1. 02β versus Evercore Inc. 's 1. 81β — meaning EVR is approximately 77% more volatile than BRBI relative to the S&P 500. On balance sheet safety, PJT Partners Inc. (PJT) carries a lower debt/equity ratio of 41% versus 12% for BRBI BR Partners S. A. ADSs — giving it more financial flexibility in a downturn.
05Which is growing faster — BRBI or LAZ or EVR or PJT?
By revenue growth (latest reported year), Evercore Inc.
(EVR) is pulling ahead at 29. 5% versus 3. 2% for Lazard Ltd (LAZ). On earnings-per-share growth, the picture is similar: Evercore Inc. grew EPS 54. 7% year-over-year, compared to -19. 0% for Lazard Ltd. 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 LAZ or EVR or PJT?
Evercore Inc.
(EVR) is the more profitable company, earning 15. 3% net margin versus 2. 6% for BRBI BR Partners S. A. ADSs — meaning it keeps 15. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: PJT leads at 21. 2% 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 LAZ or EVR or PJT 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, Evercore Inc. (EVR) is the more undervalued stock at a PEG of 1. 56x versus PJT Partners Inc. 's 2. 40x. Both stocks trade at elevated growth-adjusted valuations, so expected growth needs to materialise. On forward earnings alone, Lazard Ltd (LAZ) trades at 16. 4x forward P/E versus 20. 9x for PJT Partners Inc. — 4. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for EVR: 12. 5% to $382. 67.
08Which pays a better dividend — BRBI or LAZ or EVR or PJT?
In this comparison, LAZ (3.
8% yield), EVR (1. 0% yield), PJT (0. 5% yield) pay a dividend. BRBI does not pay a meaningful dividend and should not be held primarily for income.
09Is BRBI or LAZ or EVR or PJT better for a retirement portfolio?
For long-horizon retirement investors, PJT Partners Inc.
(PJT) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 04), 0. 5% yield, +523. 2% 10Y return). Lazard Ltd (LAZ) carries a higher beta of 1. 73 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (PJT: +523. 2%, LAZ: +95. 7%), 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 LAZ and EVR and PJT?
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; LAZ is a small-cap income-oriented stock; EVR is a mid-cap high-growth stock; PJT is a small-cap quality compounder stock. LAZ, EVR, PJT 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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