Financial - Capital Markets
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MC vs EVR
Revenue, margins, valuation, and 5-year total return — side by side.
Financial - Capital Markets
MC vs EVR — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Financial - Capital Markets | Financial - Capital Markets |
| Market Cap | $4.69B | $13.11B |
| Revenue (TTM) | $1.52B | $3.88B |
| Net Income (TTM) | $233M | $592M |
| Gross Margin | 99.2% | 99.4% |
| Operating Margin | 18.1% | 20.5% |
| Forward P/E | 20.8x | 17.5x |
| Total Debt | $267M | $1.16B |
| Cash & Equiv. | $509M | $1.47B |
MC vs EVR — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Moelis & Company (MC) | 100 | 190.0 | +90.0% |
| Evercore Inc. (EVR) | 100 | 600.7 | +500.7% |
Price return only. Dividends and distributions are not included.
Quick Verdict: MC vs EVR
Each card shows where this stock fits in a portfolio — not just who wins on paper.
MC is the clearest fit if your priority is income & stability and sleep-well-at-night.
- Dividend streak 1 yrs, beta 1.75, yield 4.1%
- Lower volatility, beta 1.75, Low D/E 39.3%, current ratio 21.47x
- Beta 1.75, yield 4.1%, current ratio 21.47x
EVR carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 29.5%, EPS growth 54.7%
- 6.1% 10Y total return vs MC's 262.4%
- 29.5% NII/revenue growth vs MC's 27.0%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 29.5% NII/revenue growth vs MC's 27.0% | |
| Value | Lower P/E (17.5x vs 20.8x) | |
| Quality / Margins | Efficiency ratio 0.8% vs MC's 0.8% (lower = leaner) | |
| Stability / Safety | Beta 1.75 vs EVR's 1.90, lower leverage | |
| Dividends | 4.1% yield, 1-year raise streak, vs EVR's 1.0% | |
| Momentum (1Y) | +60.9% vs MC's +24.4% | |
| Efficiency (ROA) | Efficiency ratio 0.8% vs MC's 0.8% |
MC vs EVR — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
MC vs EVR — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
EVR leads this category, winning 3 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
EVR is the larger business by revenue, generating $3.9B annually — 2.6x MC's $1.5B. Profitability is closely matched — net margins range from 15.4% (MC) to 15.3% (EVR).
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $1.5B | $3.9B |
| EBITDAEarnings before interest/tax | $286M | $804M |
| Net IncomeAfter-tax profit | $233M | $592M |
| Free Cash FlowCash after capex | $540M | $1.2B |
| Gross MarginGross profit ÷ Revenue | +99.2% | +99.4% |
| Operating MarginEBIT ÷ Revenue | +18.1% | +20.5% |
| Net MarginNet income ÷ Revenue | +15.4% | +15.3% |
| FCF MarginFCF ÷ Revenue | +35.6% | +30.5% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | -4.3% | +44.2% |
Valuation Metrics
MC leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
At 21.7x trailing earnings, MC trades at a 8% valuation discount to EVR's 23.6x P/E. On an enterprise value basis, MC's 15.6x EV/EBITDA is more attractive than EVR's 15.9x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $4.7B | $13.1B |
| Enterprise ValueMkt cap + debt − cash | $4.5B | $12.8B |
| Trailing P/EPrice ÷ TTM EPS | 21.74x | 23.56x |
| Forward P/EPrice ÷ next-FY EPS est. | 20.83x | 17.50x |
| PEG RatioP/E ÷ EPS growth rate | — | 2.08x |
| EV / EBITDAEnterprise value multiple | 15.58x | 15.91x |
| Price / SalesMarket cap ÷ Revenue | 3.09x | 3.38x |
| Price / BookPrice ÷ Book value/share | 7.44x | 6.33x |
| Price / FCFMarket cap ÷ FCF | 8.69x | 11.09x |
Profitability & Efficiency
MC leads this category, winning 6 of 7 comparable metrics.
Profitability & Efficiency
MC delivers a 37.9% return on equity — every $100 of shareholder capital generates $38 in annual profit, vs $29 for EVR. MC carries lower financial leverage with a 0.39x debt-to-equity ratio, signaling a more conservative balance sheet compared to EVR's 0.50x.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +37.9% | +29.3% |
| ROA (TTM)Return on assets | +15.9% | +14.1% |
| ROICReturn on invested capital | +24.9% | +18.8% |
| ROCEReturn on capital employed | +22.0% | +17.6% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 6 |
| Debt / EquityFinancial leverage | 0.39x | 0.50x |
| Net DebtTotal debt minus cash | -$241M | -$311M |
| Cash & Equiv.Liquid assets | $509M | $1.5B |
| Total DebtShort + long-term debt | $267M | $1.2B |
| Interest CoverageEBIT ÷ Interest expense | — | 32.72x |
Total Returns (Dividends Reinvested)
EVR leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in EVR five years ago would be worth $23,623 today (with dividends reinvested), compared to $15,017 for MC. Over the past 12 months, EVR leads with a +60.9% total return vs MC's +24.4%. The 3-year compound annual growth rate (CAGR) favors EVR at 46.8% vs MC's 26.8% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -9.4% | -5.5% |
| 1-Year ReturnPast 12 months | +24.4% | +60.9% |
| 3-Year ReturnCumulative with dividends | +104.0% | +216.3% |
| 5-Year ReturnCumulative with dividends | +50.2% | +136.2% |
| 10-Year ReturnCumulative with dividends | +262.4% | +613.3% |
| CAGR (3Y)Annualised 3-year return | +26.8% | +46.8% |
Risk & Volatility
Evenly matched — MC and EVR each lead in 1 of 2 comparable metrics.
Risk & Volatility
MC is the less volatile stock with a 1.75 beta — it tends to amplify market swings less than EVR's 1.90 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. EVR currently trades 85.2% from its 52-week high vs MC's 81.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.75x | 1.90x |
| 52-Week HighHighest price in past year | $78.22 | $388.71 |
| 52-Week LowLowest price in past year | $51.06 | $206.63 |
| % of 52W HighCurrent price vs 52-week peak | +81.7% | +85.2% |
| RSI (14)Momentum oscillator 0–100 | 49.1 | 53.0 |
| Avg Volume (50D)Average daily shares traded | 1.3M | 622K |
Analyst Outlook
MC leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates MC as "Hold" and EVR as "Buy". Consensus price targets imply 15.6% upside for EVR (target: $383) vs 14.8% for MC (target: $73). For income investors, MC offers the higher dividend yield at 4.12% vs EVR's 0.98%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $73.40 | $382.67 |
| # AnalystsCovering analysts | 22 | 21 |
| Dividend YieldAnnual dividend ÷ price | +4.1% | +1.0% |
| Dividend StreakConsecutive years of raises | 1 | 0 |
| Dividend / ShareAnnual DPS | $2.63 | $3.25 |
| Buyback YieldShare repurchases ÷ mkt cap | +1.6% | +5.0% |
MC leads in 3 of 6 categories (Valuation Metrics, Profitability & Efficiency). EVR leads in 2 (Income & Cash Flow, Total Returns). 1 tied.
MC vs EVR: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is MC or EVR a better buy right now?
For growth investors, Evercore Inc.
(EVR) is the stronger pick with 29. 5% revenue growth year-over-year, versus 27. 0% for Moelis & Company (MC). Moelis & Company (MC) offers the better valuation at 21. 7x trailing P/E (20. 8x 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 21.
7x versus Evercore Inc. at 23. 6x. On forward P/E, Evercore Inc. is actually cheaper at 17. 5x — 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 +136. 2%, compared to +50. 2% for Moelis & Company (MC). Over 10 years, the gap is even starker: EVR returned +613. 3% versus MC's +262. 4%. 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.
75β versus Evercore Inc. 's 1. 90β — meaning EVR is approximately 9% more volatile than MC relative to the S&P 500. On balance sheet safety, Moelis & Company (MC) carries a lower debt/equity ratio of 39% versus 50% for Evercore Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — MC or EVR?
By revenue growth (latest reported year), Evercore Inc.
(EVR) is pulling ahead at 29. 5% versus 27. 0% for Moelis & Company (MC). On earnings-per-share growth, the picture is similar: Moelis & Company grew EPS 65. 2% year-over-year, compared to 54. 7% for Evercore Inc.. 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 — MC or EVR?
Moelis & Company (MC) is the more profitable company, earning 15.
4% net margin versus 15. 3% for Evercore Inc. — meaning it keeps 15. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: EVR leads at 20. 5% versus 18. 1% for MC. 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 MC or EVR more undervalued right now?
On forward earnings alone, Evercore Inc.
(EVR) trades at 17. 5x forward P/E versus 20. 8x for Moelis & Company — 3. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for EVR: 15. 6% to $382. 67.
08Which pays a better dividend — MC or EVR?
All stocks in this comparison pay dividends.
Moelis & Company (MC) offers the highest yield at 4. 1%, versus 1. 0% for Evercore Inc. (EVR).
09Is 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. 0% yield, +613. 3% 10Y return). Moelis & Company (MC) carries a higher beta of 1. 75 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (EVR: +613. 3%, MC: +262. 4%), 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 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.
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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