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IPCX 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
IPCX 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 | $76K | $4.52B | $13.51B | $3.74B |
| Revenue (TTM) | $0.00 | $3.19B | $3.88B | $1.71B |
| Net Income (TTM) | $-1M | $237M | $592M | $187M |
| Gross Margin | — | 31.8% | 99.4% | 32.4% |
| Operating Margin | — | 13.0% | 20.5% | 21.2% |
| Forward P/E | — | 16.2x | 17.8x | 20.5x |
| Total Debt | $127K | $2.58B | $1.16B | $414M |
| Cash & Equiv. | $0.00 | $1.50B | $1.47B | $539M |
IPCX vs LAZ vs EVR vs PJT — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jun 25 | May 26 | Return |
|---|---|---|---|
| Inflection Point Ac… (IPCX) | 100 | 101.1 | +1.1% |
| Lazard Ltd (LAZ) | 100 | 100.2 | +0.2% |
| Evercore Inc. (EVR) | 100 | 126.4 | +26.4% |
| PJT Partners Inc. (PJT) | 100 | 93.7 | -6.3% |
Price return only. Dividends and distributions are not included.
Quick Verdict: IPCX vs LAZ vs EVR vs PJT
Each card shows where this stock fits in a portfolio — not just who wins on paper.
IPCX is the clearest fit if your priority is stability.
- Beta 0.04 vs EVR's 1.88
LAZ has the current edge in this matchup, primarily because of its strength in income & stability and defensive.
- Dividend streak 1 yrs, beta 1.78, yield 3.6%
- Beta 1.78, yield 3.6%, current ratio 29.35x
- Better valuation composite
- 3.6% yield, 1-year raise streak, vs PJT's 0.6%, (1 stock pays no dividend)
EVR is the #2 pick in this set and the best alternative if growth exposure and long-term compounding is your priority.
- Rev growth 29.5%, EPS growth 54.7%
- 6.3% 10Y total return vs PJT's 6.1%
- PEG 1.57 vs PJT's 2.36
- 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 1.08, Low D/E 41.0%, current ratio 27.67x
- Efficiency ratio 0.1% vs EVR's 0.8% (lower = leaner)
- Efficiency ratio 0.1% vs EVR's 0.8%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 29.5% NII/revenue growth vs LAZ's 3.2% | |
| Value | Better valuation composite | |
| Quality / Margins | Efficiency ratio 0.1% vs EVR's 0.8% (lower = leaner) | |
| Stability / Safety | Beta 0.04 vs EVR's 1.88 | |
| Dividends | 3.6% yield, 1-year raise streak, vs PJT's 0.6%, (1 stock pays no dividend) | |
| Momentum (1Y) | +59.0% vs IPCX's -0.1% | |
| Efficiency (ROA) | Efficiency ratio 0.1% vs EVR's 0.8% |
IPCX 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.
IPCX 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 1 • IPCX leads 1 • LAZ leads 1 • 1 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
EVR leads this category, winning 4 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
EVR and IPCX operate at a comparable scale, with $3.9B and $0 in trailing revenue. EVR is the more profitable business, keeping 15.3% of every revenue dollar as net income compared to LAZ's 7.4%.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $0 | $3.2B | $3.9B | $1.7B |
| EBITDAEarnings before interest/tax | -$3M | $384M | $804M | $412M |
| Net IncomeAfter-tax profit | -$1M | $237M | $592M | $187M |
| Free Cash FlowCash after capex | -$1M | $519M | $1.2B | $614M |
| Gross MarginGross profit ÷ Revenue | — | +31.8% | +99.4% | +32.4% |
| Operating MarginEBIT ÷ Revenue | — | +13.0% | +20.5% | +21.2% |
| Net MarginNet income ÷ Revenue | — | +7.4% | +15.3% | +10.5% |
| FCF MarginFCF ÷ Revenue | — | +15.9% | +30.5% | +28.0% |
| 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 22.2x trailing earnings, LAZ trades at a 9% valuation discount to EVR's 24.3x P/E. Adjusting for growth (PEG ratio), EVR offers better value at 2.15x vs PJT's 2.66x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $75,530 | $4.5B | $13.5B | $3.7B |
| Enterprise ValueMkt cap + debt − cash | $202,414 | $5.6B | $13.2B | $3.6B |
| Trailing P/EPrice ÷ TTM EPS | -804.69x | 22.16x | 24.28x | 23.15x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 16.18x | 17.78x | 20.54x |
| PEG RatioP/E ÷ EPS growth rate | — | — | 2.15x | 2.66x |
| EV / EBITDAEnterprise value multiple | — | 12.43x | 16.41x | 9.17x |
| Price / SalesMarket cap ÷ Revenue | — | 1.42x | 3.48x | 2.18x |
| Price / BookPrice ÷ Book value/share | — | 5.17x | 6.53x | 4.38x |
| Price / FCFMarket cap ÷ FCF | — | 8.94x | 11.43x | 7.78x |
Profitability & Efficiency
Evenly matched — EVR and PJT each lead in 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 $20 for PJT. PJT carries lower financial leverage with a 0.41x debt-to-equity ratio, signaling a more conservative balance sheet compared to LAZ's 2.61x. On the Piotroski fundamental quality scale (0–9), PJT scores 7/9 vs IPCX's 4/9, reflecting strong financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | — | +26.7% | +29.3% | +20.1% |
| ROA (TTM)Return on assets | -0.5% | +5.2% | +14.1% | +11.1% |
| ROICReturn on invested capital | — | +9.5% | +18.8% | +20.3% |
| ROCEReturn on capital employed | — | +9.5% | +17.6% | +21.2% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 5 | 6 | 7 |
| Debt / EquityFinancial leverage | — | 2.61x | 0.50x | 0.41x |
| Net DebtTotal debt minus cash | $126,884 | $1.1B | -$311M | -$125M |
| Cash & Equiv.Liquid assets | $0 | $1.5B | $1.5B | $539M |
| Total DebtShort + long-term debt | $126,884 | $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 $24,787 today (with dividends reinvested), compared to $9,990 for IPCX. Over the past 12 months, EVR leads with a +59.0% total return vs IPCX's -0.1%. The 3-year compound annual growth rate (CAGR) favors EVR at 48.2% vs IPCX's -0.0% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | +1.5% | -2.3% | -2.6% | -8.6% |
| 1-Year ReturnPast 12 months | -0.1% | +15.3% | +59.0% | +6.2% |
| 3-Year ReturnCumulative with dividends | -0.1% | +85.9% | +225.7% | +155.0% |
| 5-Year ReturnCumulative with dividends | -0.1% | +24.8% | +147.9% | +131.3% |
| 10-Year ReturnCumulative with dividends | -0.1% | +105.3% | +633.6% | +607.0% |
| CAGR (3Y)Annualised 3-year return | -0.0% | +23.0% | +48.2% | +36.6% |
Risk & Volatility
IPCX leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
IPCX is the less volatile stock with a 0.04 beta — it tends to amplify market swings less than EVR's 1.88 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. IPCX currently trades 99.5% from its 52-week high vs PJT's 79.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.04x | 1.78x | 1.88x | 1.08x |
| 52-Week HighHighest price in past year | $10.35 | $58.75 | $388.71 | $195.62 |
| 52-Week LowLowest price in past year | $10.05 | $38.67 | $210.60 | $127.73 |
| % of 52W HighCurrent price vs 52-week peak | +99.5% | +81.8% | +87.8% | +79.1% |
| RSI (14)Momentum oscillator 0–100 | 67.5 | 50.6 | 51.3 | 53.3 |
| Avg Volume (50D)Average daily shares traded | 63K | 1.5M | 624K | 365K |
Analyst Outlook
LAZ leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: LAZ as "Buy", EVR as "Buy", PJT as "Hold". Consensus price targets imply 12.2% upside for EVR (target: $383) vs 0.9% for LAZ (target: $49). For income investors, LAZ offers the higher dividend yield at 3.65% vs PJT's 0.55%.
| 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 | — | +3.6% | +1.0% | +0.6% |
| Dividend StreakConsecutive years of raises | — | 1 | 0 | 1 |
| Dividend / ShareAnnual DPS | — | $1.75 | $3.25 | $0.86 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +2.0% | +4.9% | +5.2% |
EVR leads in 2 of 6 categories (Income & Cash Flow, Total Returns). PJT leads in 1 (Valuation Metrics). 1 tied.
IPCX vs LAZ vs EVR vs PJT: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is IPCX 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 22. 2x trailing P/E (16. 2x 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 — IPCX or LAZ or EVR or PJT?
On trailing P/E, Lazard Ltd (LAZ) is the cheapest at 22.
2x versus Evercore Inc. at 24. 3x. On forward P/E, Lazard Ltd is actually cheaper at 16. 2x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Evercore Inc. wins at 1. 57x versus PJT Partners Inc. 's 2. 36x — a reasonable growth-adjusted valuation.
03Which is the better long-term investment — IPCX or LAZ or EVR or PJT?
Over the past 5 years, Evercore Inc.
(EVR) delivered a total return of +147. 9%, compared to -0. 1% for Inflection Point Acquisition Corp. III (IPCX). Over 10 years, the gap is even starker: EVR returned +633. 6% versus IPCX's -0. 1%. 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 — IPCX or LAZ or EVR or PJT?
By beta (market sensitivity over 5 years), Inflection Point Acquisition Corp.
III (IPCX) is the lower-risk stock at 0. 04β versus Evercore Inc. 's 1. 88β — meaning EVR is approximately 4341% more volatile than IPCX relative to the S&P 500. On balance sheet safety, PJT Partners Inc. (PJT) carries a lower debt/equity ratio of 41% versus 3% for Lazard Ltd — giving it more financial flexibility in a downturn.
05Which is growing faster — IPCX 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 — IPCX or LAZ or EVR or PJT?
Evercore Inc.
(EVR) is the more profitable company, earning 15. 3% net margin versus 0. 0% for Inflection Point Acquisition Corp. III — 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 0. 0% for IPCX. 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 IPCX 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. 57x versus PJT Partners Inc. 's 2. 36x. Both stocks trade at elevated growth-adjusted valuations, so expected growth needs to materialise. On forward earnings alone, Lazard Ltd (LAZ) trades at 16. 2x forward P/E versus 20. 5x for PJT Partners Inc. — 4. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for EVR: 12. 2% to $382. 67.
08Which pays a better dividend — IPCX or LAZ or EVR or PJT?
In this comparison, LAZ (3.
6% yield), EVR (1. 0% yield), PJT (0. 6% yield) pay a dividend. IPCX does not pay a meaningful dividend and should not be held primarily for income.
09Is IPCX or LAZ or EVR or PJT better for a retirement portfolio?
For long-horizon retirement investors, Inflection Point Acquisition Corp.
III (IPCX) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 04)). Lazard Ltd (LAZ) carries a higher beta of 1. 78 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (IPCX: -0. 1%, LAZ: +105. 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.
10What are the main differences between IPCX 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: IPCX 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 IPCX 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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