Financial - Capital Markets
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PWP vs EVR
Revenue, margins, valuation, and 5-year total return — side by side.
Financial - Capital Markets
PWP vs EVR — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Financial - Capital Markets | Financial - Capital Markets |
| Market Cap | $1.96B | $13.21B |
| Revenue (TTM) | $751M | $3.88B |
| Net Income (TTM) | $20M | $592M |
| Gross Margin | 97.2% | 99.4% |
| Operating Margin | 6.4% | 20.5% |
| Forward P/E | 17.5x | 17.6x |
| Total Debt | $354M | $1.16B |
| Cash & Equiv. | $256M | $1.47B |
PWP vs EVR — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Nov 20 | May 26 | Return |
|---|---|---|---|
| Perella Weinberg Pa… (PWP) | 100 | 184.5 | +84.5% |
| Evercore Inc. (EVR) | 100 | 366.7 | +266.7% |
Price return only. Dividends and distributions are not included.
Quick Verdict: PWP vs EVR
Each card shows where this stock fits in a portfolio — not just who wins on paper.
PWP is the clearest fit if your priority is income & stability and sleep-well-at-night.
- Dividend streak 0 yrs, beta 1.85, yield 1.8%
- Lower volatility, beta 1.85, current ratio 1.15x
- Beta 1.85, yield 1.8%, current ratio 1.15x
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 PWP's 108.8%
- 29.5% NII/revenue growth vs PWP's -14.5%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 29.5% NII/revenue growth vs PWP's -14.5% | |
| Value | Lower P/E (17.5x vs 17.6x) | |
| Quality / Margins | Efficiency ratio 0.8% vs PWP's 0.9% (lower = leaner) | |
| Stability / Safety | Beta 1.85 vs EVR's 1.90 | |
| Dividends | 1.8% yield, vs EVR's 1.0% | |
| Momentum (1Y) | +63.7% vs PWP's +17.3% | |
| Efficiency (ROA) | Efficiency ratio 0.8% vs PWP's 0.9% |
PWP vs EVR — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
PWP 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 5 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
EVR is the larger business by revenue, generating $3.9B annually — 5.2x PWP's $751M. EVR is the more profitable business, keeping 15.3% of every revenue dollar as net income compared to PWP's 4.7%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $751M | $3.9B |
| EBITDAEarnings before interest/tax | $45M | $804M |
| Net IncomeAfter-tax profit | $20M | $592M |
| Free Cash FlowCash after capex | $96M | $1.2B |
| Gross MarginGross profit ÷ Revenue | +97.2% | +99.4% |
| Operating MarginEBIT ÷ Revenue | +6.4% | +20.5% |
| Net MarginNet income ÷ Revenue | +4.7% | +15.3% |
| FCF MarginFCF ÷ Revenue | +4.1% | +30.5% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | -91.7% | +44.2% |
Valuation Metrics
Evenly matched — PWP and EVR each lead in 3 of 6 comparable metrics.
Valuation Metrics
At 23.7x trailing earnings, EVR trades at a 33% valuation discount to PWP's 35.2x P/E. On an enterprise value basis, EVR's 16.0x EV/EBITDA is more attractive than PWP's 29.9x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $2.0B | $13.2B |
| Enterprise ValueMkt cap + debt − cash | $2.1B | $12.9B |
| Trailing P/EPrice ÷ TTM EPS | 35.16x | 23.73x |
| Forward P/EPrice ÷ next-FY EPS est. | 17.54x | 17.63x |
| PEG RatioP/E ÷ EPS growth rate | — | 2.10x |
| EV / EBITDAEnterprise value multiple | 29.91x | 16.03x |
| Price / SalesMarket cap ÷ Revenue | 2.61x | 3.40x |
| Price / BookPrice ÷ Book value/share | 4.76x | 6.38x |
| Price / FCFMarket cap ÷ FCF | 64.36x | 11.17x |
Profitability & Efficiency
EVR leads this category, winning 7 of 8 comparable metrics.
Profitability & Efficiency
EVR delivers a 29.3% return on equity — every $100 of shareholder capital generates $29 in annual profit, vs $16 for PWP. EVR carries lower financial leverage with a 0.50x debt-to-equity ratio, signaling a more conservative balance sheet compared to PWP's 1.36x. On the Piotroski fundamental quality scale (0–9), EVR scores 6/9 vs PWP's 4/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +16.3% | +29.3% |
| ROA (TTM)Return on assets | +3.0% | +14.1% |
| ROICReturn on invested capital | +7.0% | +18.8% |
| ROCEReturn on capital employed | +9.7% | +17.6% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 6 |
| Debt / EquityFinancial leverage | 1.36x | 0.50x |
| Net DebtTotal debt minus cash | $98M | -$311M |
| Cash & Equiv.Liquid assets | $256M | $1.5B |
| Total DebtShort + long-term debt | $354M | $1.2B |
| Interest CoverageEBIT ÷ Interest expense | — | 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 $24,206 today (with dividends reinvested), compared to $17,773 for PWP. Over the past 12 months, EVR leads with a +63.7% total return vs PWP's +17.3%. The 3-year compound annual growth rate (CAGR) favors EVR at 47.1% vs PWP's 36.0% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +10.6% | -4.8% |
| 1-Year ReturnPast 12 months | +17.3% | +63.7% |
| 3-Year ReturnCumulative with dividends | +151.3% | +218.5% |
| 5-Year ReturnCumulative with dividends | +77.7% | +142.1% |
| 10-Year ReturnCumulative with dividends | +108.8% | +614.5% |
| CAGR (3Y)Annualised 3-year return | +36.0% | +47.1% |
Risk & Volatility
Evenly matched — PWP and EVR each lead in 1 of 2 comparable metrics.
Risk & Volatility
PWP is the less volatile stock with a 1.85 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 85.8% from its 52-week high vs PWP's 74.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.85x | 1.90x |
| 52-Week HighHighest price in past year | $25.93 | $388.71 |
| 52-Week LowLowest price in past year | $15.74 | $205.43 |
| % of 52W HighCurrent price vs 52-week peak | +74.6% | +85.8% |
| RSI (14)Momentum oscillator 0–100 | 44.8 | 48.3 |
| Avg Volume (50D)Average daily shares traded | 845K | 623K |
Analyst Outlook
PWP leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates PWP as "Buy" and EVR as "Buy". Consensus price targets imply 14.8% upside for EVR (target: $383) vs 4.7% for PWP (target: $20). For income investors, PWP offers the higher dividend yield at 1.85% vs EVR's 0.98%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $20.25 | $382.67 |
| # AnalystsCovering analysts | 4 | 21 |
| Dividend YieldAnnual dividend ÷ price | +1.8% | +1.0% |
| Dividend StreakConsecutive years of raises | 0 | 0 |
| Dividend / ShareAnnual DPS | $0.36 | $3.25 |
| Buyback YieldShare repurchases ÷ mkt cap | +1.7% | +5.0% |
EVR leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). PWP leads in 1 (Analyst Outlook). 2 tied.
PWP vs EVR: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is PWP 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 -14. 5% for Perella Weinberg Partners (PWP). Evercore Inc. (EVR) offers the better valuation at 23. 7x trailing P/E (17. 6x forward), making it the more compelling value choice. Analysts rate Perella Weinberg Partners (PWP) a "Buy" — based on 4 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 — PWP or EVR?
On trailing P/E, Evercore Inc.
(EVR) is the cheapest at 23. 7x versus Perella Weinberg Partners at 35. 2x. On forward P/E, Perella Weinberg Partners is actually cheaper at 17. 5x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — PWP or EVR?
Over the past 5 years, Evercore Inc.
(EVR) delivered a total return of +142. 1%, compared to +77. 7% for Perella Weinberg Partners (PWP). Over 10 years, the gap is even starker: EVR returned +614. 5% versus PWP's +108. 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 — PWP or EVR?
By beta (market sensitivity over 5 years), Perella Weinberg Partners (PWP) is the lower-risk stock at 1.
85β versus Evercore Inc. 's 1. 90β — meaning EVR is approximately 3% more volatile than PWP relative to the S&P 500. On balance sheet safety, Evercore Inc. (EVR) carries a lower debt/equity ratio of 50% versus 136% for Perella Weinberg Partners — giving it more financial flexibility in a downturn.
05Which is growing faster — PWP or EVR?
By revenue growth (latest reported year), Evercore Inc.
(EVR) is pulling ahead at 29. 5% versus -14. 5% for Perella Weinberg Partners (PWP). On earnings-per-share growth, the picture is similar: Perella Weinberg Partners grew EPS 145. 1% 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 — PWP or EVR?
Evercore Inc.
(EVR) is the more profitable company, earning 15. 3% net margin versus 4. 7% for Perella Weinberg Partners — meaning it keeps 15. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: EVR leads at 20. 5% versus 6. 4% for PWP. 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 PWP or EVR more undervalued right now?
On forward earnings alone, Perella Weinberg Partners (PWP) trades at 17.
5x forward P/E versus 17. 6x for Evercore Inc. — 0. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for EVR: 14. 8% to $382. 67.
08Which pays a better dividend — PWP or EVR?
All stocks in this comparison pay dividends.
Perella Weinberg Partners (PWP) offers the highest yield at 1. 8%, versus 1. 0% for Evercore Inc. (EVR).
09Is PWP 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, +614. 5% 10Y return). Perella Weinberg Partners (PWP) carries a higher beta of 1. 85 — 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: +614. 5%, PWP: +108. 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 PWP 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.
In terms of investment character: PWP is a small-cap quality compounder stock; EVR is a mid-cap high-growth stock. 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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