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Stock Comparison

PWP vs EVR

Revenue, margins, valuation, and 5-year total return — side by side.

Live fundamentals10-year financials5-year price chart
PWP
Perella Weinberg Partners

Financial - Capital Markets

Financial ServicesNASDAQ • US
Market Cap$1.96B
5Y Perf.+84.5%
EVR
Evercore Inc.

Financial - Capital Markets

Financial ServicesNYSE • US
Market Cap$13.21B
5Y Perf.+266.7%

PWP vs EVR — Key Financials

Market cap, revenue, margins, and valuation side-by-side.

Company Snapshot
PWP logoPWP
EVR logoEVR
IndustryFinancial - Capital MarketsFinancial - Capital Markets
Market Cap$1.96B$13.21B
Revenue (TTM)$751M$3.88B
Net Income (TTM)$20M$592M
Gross Margin97.2%99.4%
Operating Margin6.4%20.5%
Forward P/E17.5x17.6x
Total Debt$354M$1.16B
Cash & Equiv.$256M$1.47B

PWP vs EVRLong-Term Stock Performance

Price return indexed to 100 at period start. Dividends excluded.

PWP
EVR
StockNov 20May 26Return
Perella Weinberg Pa… (PWP)100184.5+84.5%
Evercore Inc. (EVR)100366.7+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.

Bottom line: EVR leads in 4 of 7 categories, making it the strongest pick for growth and revenue expansion and profitability and margin quality. Perella Weinberg Partners is the stronger pick specifically for valuation and capital efficiency and capital preservation and lower volatility. As sector peers, any of these can serve as alternatives in the same allocation.
PWP
Perella Weinberg Partners
The Banking Pick

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
Best for: income & stability and sleep-well-at-night
EVR
Evercore Inc.
The Banking Pick

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%
Best for: growth exposure and long-term compounding
See the full category breakdown
CategoryWinnerWhy
GrowthEVR logoEVR29.5% NII/revenue growth vs PWP's -14.5%
ValuePWP logoPWPLower P/E (17.5x vs 17.6x)
Quality / MarginsEVR logoEVREfficiency ratio 0.8% vs PWP's 0.9% (lower = leaner)
Stability / SafetyPWP logoPWPBeta 1.85 vs EVR's 1.90
DividendsPWP logoPWP1.8% yield, vs EVR's 1.0%
Momentum (1Y)EVR logoEVR+63.7% vs PWP's +17.3%
Efficiency (ROA)EVR logoEVREfficiency 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

PWPPerella Weinberg Partners

Segment breakdown not available.

EVREvercore Inc.
FY 2025
Investment Banking and Equities
97.7%$3.8B
Investment Management
2.3%$88M

PWP vs EVR — Financial Metrics

Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLEVRLAGGINGPWP

Income & Cash Flow (Last 12 Months)

EVR leads this category, winning 5 of 5 comparable metrics.

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%.

MetricPWP logoPWPPerella Weinberg …EVR logoEVREvercore Inc.
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%
EVR leads this category, winning 5 of 5 comparable metrics.

Valuation Metrics

Evenly matched — PWP and EVR each lead in 3 of 6 comparable 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.

MetricPWP logoPWPPerella Weinberg …EVR logoEVREvercore Inc.
Market CapShares × price$2.0B$13.2B
Enterprise ValueMkt cap + debt − cash$2.1B$12.9B
Trailing P/EPrice ÷ TTM EPS35.16x23.73x
Forward P/EPrice ÷ next-FY EPS est.17.54x17.63x
PEG RatioP/E ÷ EPS growth rate2.10x
EV / EBITDAEnterprise value multiple29.91x16.03x
Price / SalesMarket cap ÷ Revenue2.61x3.40x
Price / BookPrice ÷ Book value/share4.76x6.38x
Price / FCFMarket cap ÷ FCF64.36x11.17x
Evenly matched — PWP and EVR each lead in 3 of 6 comparable metrics.

Profitability & Efficiency

EVR leads this category, winning 7 of 8 comparable metrics.

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.

MetricPWP logoPWPPerella Weinberg …EVR logoEVREvercore Inc.
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 0–946
Debt / EquityFinancial leverage1.36x0.50x
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 expense32.72x
EVR leads this category, winning 7 of 8 comparable metrics.

Total Returns (Dividends Reinvested)

EVR leads this category, winning 5 of 6 comparable metrics.

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.

MetricPWP logoPWPPerella Weinberg …EVR logoEVREvercore Inc.
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%
EVR leads this category, winning 5 of 6 comparable metrics.

Risk & Volatility

Evenly matched — PWP and EVR each lead in 1 of 2 comparable metrics.

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.

MetricPWP logoPWPPerella Weinberg …EVR logoEVREvercore Inc.
Beta (5Y)Sensitivity to S&P 5001.85x1.90x
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 0–10044.848.3
Avg Volume (50D)Average daily shares traded845K623K
Evenly matched — PWP and EVR each lead in 1 of 2 comparable metrics.

Analyst Outlook

PWP leads this category, winning 1 of 1 comparable metric.

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%.

MetricPWP logoPWPPerella Weinberg …EVR logoEVREvercore Inc.
Analyst RatingConsensus buy/hold/sellBuyBuy
Price TargetConsensus 12-month target$20.25$382.67
# AnalystsCovering analysts421
Dividend YieldAnnual dividend ÷ price+1.8%+1.0%
Dividend StreakConsecutive years of raises00
Dividend / ShareAnnual DPS$0.36$3.25
Buyback YieldShare repurchases ÷ mkt cap+1.7%+5.0%
PWP leads this category, winning 1 of 1 comparable metric.
Key Takeaway

EVR leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). PWP leads in 1 (Analyst Outlook). 2 tied.

Best OverallEvercore Inc. (EVR)Leads 3 of 6 categories
Loading custom metrics...

PWP vs EVR: Frequently Asked Questions

10 questions · data-driven answers · updated daily

01

Is 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.

02

Which 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.

03

Which 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.

04

Which 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.

05

Which 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.

06

Which 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.

07

Is 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.

08

Which 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).

09

Is 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.

10

What 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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PWP

Income & Dividend Stock

  • Sector: Financial Services
  • Market Cap > $100B
  • Gross Margin > 58%
  • Dividend Yield > 0.7%
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EVR

High-Growth Compounder

  • Sector: Financial Services
  • Market Cap > $100B
  • Revenue Growth > 14%
  • Net Margin > 9%
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Beat Both

Find stocks that outperform PWP and EVR on the metrics below

Revenue Growth>
%
(PWP: -14.5% · EVR: 29.5%)
Net Margin>
%
(PWP: 4.7% · EVR: 15.3%)
P/E Ratio<
x
(PWP: 35.2x · EVR: 23.7x)

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