Comprehensive Stock Comparison
Compare Moelis & Company (MC) vs Evercore Inc. (EVR) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
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Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | MC | 39.8% revenue growth vs EVR's 22.7% |
| Value | EVR | Lower P/E (16.7x vs 17.0x) |
| Quality / Margins | EVR | 12.6% net margin vs MC's 11.4% |
| Stability / Safety | MC | Beta 1.47 vs EVR's 1.82, lower leverage |
| Dividends | EVR | 1.1% yield, 18-year raise streak, vs MC's 0.1% |
| Momentum (1Y) | EVR | +29.4% vs MC's -12.3% |
| Efficiency (ROA) | MC | 15.5% ROA vs EVR's 11.9%, ROIC 20.3% vs 14.6% |
Who Each Stock Is For
Income & stability
Growth exposure
Long-term compounding (10Y)
Sleep-well-at-night portfolio
Defensive / Recession hedge
Business Model
What each company does and how it makes money
Moelis & Company is an independent investment bank that provides strategic advisory services for mergers, acquisitions, restructurings, and other major corporate finance transactions. It generates revenue primarily from advisory fees — typically success-based fees tied to deal completion — with no underwriting or lending activities that create conflicts of interest. Its key advantage is its pure advisory model and senior banker-led approach, which attracts clients seeking unbiased strategic counsel from experienced dealmakers.
Evercore is an independent investment banking advisory firm providing strategic advice on mergers, acquisitions, and capital markets transactions. It generates revenue primarily from investment banking advisory fees — roughly 85% of total revenue — with the remainder coming from investment management services for high-net-worth clients and institutions. The firm's key advantage is its reputation as a premium independent advisor, free from conflicts inherent in large universal banks, which attracts top-tier clients seeking unbiased strategic counsel.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
MC leads in 3 of 6 categories (Financial Metrics, Valuation Metrics). EVR leads in 2 (Total Returns, Analyst Outlook). 1 tied.
Financial Metrics (TTM)
EVR is the larger business by revenue, generating $3.0B annually — 2.5x MC's $1.2B. Profitability is closely matched — net margins range from 12.6% (EVR) to 11.4% (MC).
| Metric | MCMoelis & Company | EVREvercore Inc. |
|---|---|---|
| RevenueTrailing 12 months | $1.2B | $3.0B |
| EBITDAEarnings before interest/tax | $289M | $697M |
| Net IncomeAfter-tax profit | $235M | $528M |
| Free Cash FlowCash after capex | $523M | $1.1B |
| Gross MarginGross profit ÷ Revenue | +100.0% | +99.4% |
| Operating MarginEBIT ÷ Revenue | +14.5% | +17.8% |
| Net MarginNet income ÷ Revenue | +11.4% | +12.6% |
| FCF MarginFCF ÷ Revenue | +34.8% | +32.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | +2.0% | +83.9% |
Valuation Metrics
At 33.3x trailing earnings, MC trades at a 2% valuation discount to EVR's 34.0x P/E. On an enterprise value basis, MC's 22.9x EV/EBITDA is more attractive than EVR's 50.5x.
| Metric | MCMoelis & Company | EVREvercore Inc. |
|---|---|---|
| Market CapShares × price | $4.4B | $26.9B |
| Enterprise ValueMkt cap + debt − cash | $4.2B | $26.9B |
| Trailing P/EPrice ÷ TTM EPS | 33.35x | 34.01x |
| Forward P/EPrice ÷ next-FY EPS est. | 17.04x | 16.67x |
| PEG RatioP/E ÷ EPS growth rate | — | 5.99x |
| EV / EBITDAEnterprise value multiple | 22.92x | 50.47x |
| Price / SalesMarket cap ÷ Revenue | 3.68x | 8.98x |
| Price / BookPrice ÷ Book value/share | 9.49x | 6.62x |
| Price / FCFMarket cap ÷ FCF | 10.57x | 28.09x |
Profitability & Efficiency
MC delivers a 37.9% return on equity — every $100 of shareholder capital generates $38 in annual profit, vs $25 for EVR. MC carries lower financial leverage with a 0.47x debt-to-equity ratio, signaling a more conservative balance sheet compared to EVR's 0.48x. On the Piotroski fundamental quality scale (0–9), MC scores 8/9 vs EVR's 7/9, reflecting strong financial health.
| Metric | MCMoelis & Company | EVREvercore Inc. |
|---|---|---|
| ROE (TTM)Return on equity | +37.9% | +25.3% |
| ROA (TTM)Return on assets | +15.5% | +11.9% |
| ROICReturn on invested capital | +20.3% | +14.6% |
| ROCEReturn on capital employed | +27.0% | +13.9% |
| Piotroski ScoreFundamental quality 0–9 | 8 | 7 |
| Debt / EquityFinancial leverage | 0.47x | 0.48x |
| Net DebtTotal debt minus cash | -$189M | -$16M |
| Cash & Equiv.Liquid assets | $412M | $940M |
| Total DebtShort + long-term debt | $223M | $923M |
| Interest CoverageEBIT ÷ Interest expense | — | 35.22x |
Total Returns (with DRIP)
A $10,000 investment in EVR five years ago would be worth $25,940 today (with dividends reinvested), compared to $13,956 for MC. Over the past 12 months, EVR leads with a +29.4% total return vs MC's -12.3%. The 3-year compound annual growth rate (CAGR) favors EVR at 34.4% vs MC's 16.0% — a key indicator of consistent wealth creation.
| Metric | MCMoelis & Company | EVREvercore Inc. |
|---|---|---|
| YTD ReturnYear-to-date | -15.7% | -11.8% |
| 1-Year ReturnPast 12 months | -12.3% | +29.4% |
| 3-Year ReturnCumulative with dividends | +56.0% | +142.8% |
| 5-Year ReturnCumulative with dividends | +39.6% | +159.4% |
| 10-Year ReturnCumulative with dividends | +278.5% | +614.6% |
| CAGR (3Y)Annualised 3-year return | +16.0% | +34.4% |
Risk & Volatility
MC is the less volatile stock with a 1.47 beta — it tends to amplify market swings less than EVR's 1.82 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. EVR currently trades 79.5% from its 52-week high vs MC's 75.9% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | MCMoelis & Company | EVREvercore Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.47x | 1.82x |
| 52-Week HighHighest price in past year | $78.22 | $388.71 |
| 52-Week LowLowest price in past year | $47.00 | $148.63 |
| % of 52W HighCurrent price vs 52-week peak | +75.9% | +79.5% |
| RSI (14)Momentum oscillator 0–100 | 39.2 | 44.3 |
| Avg Volume (50D)Average daily shares traded | 751K | 355K |
Analyst Outlook
Wall Street rates MC as "Hold" and EVR as "Buy". Consensus price targets imply 29.4% upside for MC (target: $77) vs 29.1% for EVR (target: $399). EVR is the only dividend payer here at 1.06% yield — a key consideration for income-focused portfolios.
| Metric | MCMoelis & Company | EVREvercore Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $76.83 | $398.83 |
| # AnalystsCovering analysts | 22 | 21 |
| Dividend YieldAnnual dividend ÷ price | +0.1% | +1.1% |
| Dividend StreakConsecutive years of raises | 0 | 18 |
| Dividend / ShareAnnual DPS | $0.04 | $3.26 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.2% | +1.7% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Mar 20 | Feb 26 | Change |
|---|---|---|---|
| Moelis & Company (MC) | 100 | 221.96 | +122.0% |
| Evercore Inc. (EVR) | 100 | 521.2 | +421.2% |
Evercore Inc. (EVR) returned +159% over 5 years vs Moelis & Company (MC)'s +40%. A $10,000 investment in EVR 5 years ago would be worth $25,940 today (including dividends reinvested).
Chart 2Revenue Growth — 10 Years
| Stock | 2015 | 2024 | Change |
|---|---|---|---|
| Moelis & Company (MC) | $552M | $1.2B | +116.5% |
| Evercore Inc. (EVR) | $1.2B | $3.0B | +141.6% |
Moelis & Company's revenue grew from $552M (2015) to $1.2B (2024) — a 9.0% CAGR. Evercore Inc.'s revenue grew from $1.2B (2015) to $3.0B (2024) — a 10.3% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2015 | 2024 | Change |
|---|---|---|---|
| Moelis & Company (MC) | 6.0% | 11.4% | +89.8% |
| Evercore Inc. (EVR) | 3.5% | 12.6% | +265.3% |
Moelis & Company's net margin went from 6% (2015) to 11% (2024). Evercore Inc.'s net margin went from 3% (2015) to 13% (2024).
Chart 4P/E Ratio History — 8 Years
| Stock | 2017 | 2024 | Change |
|---|---|---|---|
| Moelis & Company (MC) | 62.2 | 41.5 | -33.3% |
| Evercore Inc. (EVR) | 32.1 | 30.5 | -5.0% |
Moelis & Company has traded in a 12x–62x P/E range over 7 years; current trailing P/E is ~33x. Evercore Inc. has traded in a 8x–32x P/E range over 8 years; current trailing P/E is ~34x.
Chart 5EPS Growth — 10 Years
| Stock | 2015 | 2024 | Change |
|---|---|---|---|
| Moelis & Company (MC) | 1.55 | 1.78 | +14.8% |
| Evercore Inc. (EVR) | 0.98 | 9.08 | +826.5% |
Moelis & Company's EPS grew from $1.55 (2015) to $1.78 (2024) — a 2% CAGR. Evercore Inc.'s EPS grew from $0.98 (2015) to $9.08 (2024) — a 28% CAGR.
Chart 6Free Cash Flow — 5 Years
Moelis & Company generated $415M FCF in 2024 (-55% vs 2021). Evercore Inc. generated $958M FCF in 2024 (-29% vs 2021).
MC vs EVR: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is MC or EVR a better buy right now?
Moelis & Company (MC) offers the better valuation at 33.3x trailing P/E (17.0x forward), making it the more compelling value choice. Analysts rate Evercore Inc. (EVR) a "Buy" — based on 21 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 — MC or EVR?
On trailing P/E, Moelis & Company (MC) is the cheapest at 33.3x versus Evercore Inc. at 34.0x. On forward P/E, Evercore Inc. is actually cheaper at 16.7x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — MC or EVR?
Over the past 5 years, Evercore Inc. (EVR) delivered a total return of +159.4%, compared to +39.6% for Moelis & Company (MC). A $10,000 investment in EVR five years ago would be worth approximately $26K today (assuming dividends reinvested). Over 10 years, the gap is even starker: EVR returned +614.6% versus MC's +278.5%. 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 — MC or EVR?
By beta (market sensitivity over 5 years), Moelis & Company (MC) is the lower-risk stock at 1.47β versus Evercore Inc.'s 1.82β — meaning EVR is approximately 23% more volatile than MC relative to the S&P 500. On balance sheet safety, Moelis & Company (MC) carries a lower debt/equity ratio of 47% versus 48% for Evercore Inc. — giving it more financial flexibility in a downturn.
05Which has better profit margins — MC or EVR?
Evercore Inc. (EVR) is the more profitable company, earning 12.6% net margin versus 11.4% for Moelis & Company — meaning it keeps 12.6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: EVR leads at 17.8% versus 14.5% for MC. At the gross margin level — before operating expenses — MC leads at 100.0%, 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.
06Is MC or EVR more undervalued right now?
On forward earnings alone, Evercore Inc. (EVR) trades at 16.7x forward P/E versus 17.0x for Moelis & Company — 0.4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for MC: 29.4% to $76.83.
07Which pays a better dividend — MC or EVR?
In this comparison, EVR (1.1% yield) pays a dividend. MC does not pay a meaningful dividend and should not be held primarily for income.
08Is MC 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 (1.1% yield, +614.6% 10Y return). Both have compounded well over 10 years (EVR: +614.6%, MC: +278.5%), 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.
09What are the main differences between MC 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. EVR pays a dividend while MC 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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