Comprehensive Stock Comparison
Compare Perella Weinberg Partners (PWP) 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 | PWP | 35.4% revenue growth vs EVR's 22.7% |
| Value | PWP | Lower P/E (14.3x vs 16.7x) |
| Quality / Margins | EVR | 12.6% net margin vs PWP's -7.4% |
| Stability / Safety | PWP | Beta 1.62 vs EVR's 1.82 |
| Dividends | PWP | 2.1% yield, 1-year raise streak, vs EVR's 1.1% |
| Momentum (1Y) | EVR | +29.4% vs PWP's -18.7% |
| Efficiency (ROA) | EVR | 11.9% ROA vs PWP's 7.2%, ROIC 14.6% vs -13.7% |
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
Perella Weinberg Partners is an independent investment bank that provides strategic advisory services for mergers, acquisitions, and capital markets transactions. It generates revenue primarily from advisory fees — roughly 80% from M&A and restructuring work — with the remainder from capital markets and other financial advisory services. The firm's key advantage is its boutique partnership model, which attracts top talent and fosters deep client relationships without the conflicts of interest common at larger universal banks.
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
EVR leads in 3 of 6 categories (Financial Metrics, Profitability & Efficiency). PWP leads in 1 (Valuation Metrics). 2 tied.
Financial Metrics (TTM)
EVR is the larger business by revenue, generating $3.0B annually — 3.4x PWP's $878M. EVR is the more profitable business, keeping 12.6% of every revenue dollar as net income compared to PWP's -7.4%.
| Metric | PWPPerella Weinberg … | EVREvercore Inc. |
|---|---|---|
| RevenueTrailing 12 months | $878M | $3.0B |
| EBITDAEarnings before interest/tax | $71M | $697M |
| Net IncomeAfter-tax profit | $47M | $528M |
| Free Cash FlowCash after capex | $74M | $1.1B |
| Gross MarginGross profit ÷ Revenue | +40.1% | +99.4% |
| Operating MarginEBIT ÷ Revenue | -8.9% | +17.8% |
| Net MarginNet income ÷ Revenue | -7.4% | +12.6% |
| FCF MarginFCF ÷ Revenue | +23.6% | +32.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | -66.2% | +83.9% |
Valuation Metrics
| Metric | PWPPerella Weinberg … | EVREvercore Inc. |
|---|---|---|
| Market CapShares × price | $434M | $26.9B |
| Enterprise ValueMkt cap + debt − cash | $289M | $26.9B |
| Trailing P/EPrice ÷ TTM EPS | -15.17x | 34.01x |
| Forward P/EPrice ÷ next-FY EPS est. | 14.35x | 16.67x |
| PEG RatioP/E ÷ EPS growth rate | — | 5.99x |
| EV / EBITDAEnterprise value multiple | — | 50.47x |
| Price / SalesMarket cap ÷ Revenue | 0.49x | 8.98x |
| Price / BookPrice ÷ Book value/share | 4.28x | 6.62x |
| Price / FCFMarket cap ÷ FCF | 2.10x | 28.09x |
Profitability & Efficiency
EVR delivers a 25.3% return on equity — every $100 of shareholder capital generates $25 in annual profit, vs $23 for PWP. EVR carries lower financial leverage with a 0.48x debt-to-equity ratio, signaling a more conservative balance sheet compared to PWP's 0.82x. On the Piotroski fundamental quality scale (0–9), EVR scores 7/9 vs PWP's 6/9, reflecting strong financial health.
| Metric | PWPPerella Weinberg … | EVREvercore Inc. |
|---|---|---|
| ROE (TTM)Return on equity | +23.4% | +25.3% |
| ROA (TTM)Return on assets | +7.2% | +11.9% |
| ROICReturn on invested capital | -13.7% | +14.6% |
| ROCEReturn on capital employed | -16.7% | +13.9% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 7 |
| Debt / EquityFinancial leverage | 0.82x | 0.48x |
| Net DebtTotal debt minus cash | -$145M | -$16M |
| Cash & Equiv.Liquid assets | $333M | $940M |
| Total DebtShort + long-term debt | $187M | $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 $18,682 for PWP. Over the past 12 months, EVR leads with a +29.4% total return vs PWP's -18.7%. The 3-year compound annual growth rate (CAGR) favors EVR at 34.4% vs PWP's 24.2% — a key indicator of consistent wealth creation.
| Metric | PWPPerella Weinberg … | EVREvercore Inc. |
|---|---|---|
| YTD ReturnYear-to-date | +5.9% | -11.8% |
| 1-Year ReturnPast 12 months | -18.7% | +29.4% |
| 3-Year ReturnCumulative with dividends | +91.4% | +142.8% |
| 5-Year ReturnCumulative with dividends | +86.8% | +159.4% |
| 10-Year ReturnCumulative with dividends | +100.4% | +614.6% |
| CAGR (3Y)Annualised 3-year return | +24.2% | +34.4% |
Risk & Volatility
PWP is the less volatile stock with a 1.62 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 PWP's 71.4% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | PWPPerella Weinberg … | EVREvercore Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.62x | 1.82x |
| 52-Week HighHighest price in past year | $25.93 | $388.71 |
| 52-Week LowLowest price in past year | $14.12 | $148.63 |
| % of 52W HighCurrent price vs 52-week peak | +71.4% | +79.5% |
| RSI (14)Momentum oscillator 0–100 | 38.9 | 44.3 |
| Avg Volume (50D)Average daily shares traded | 875K | 355K |
Analyst Outlook
Wall Street rates PWP as "Buy" and EVR as "Buy". Consensus price targets imply 29.1% upside for EVR (target: $399) vs 14.8% for PWP (target: $21). For income investors, PWP offers the higher dividend yield at 2.06% vs EVR's 1.06%.
| Metric | PWPPerella Weinberg … | EVREvercore Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $21.25 | $398.83 |
| # AnalystsCovering analysts | 3 | 21 |
| Dividend YieldAnnual dividend ÷ price | +2.1% | +1.1% |
| Dividend StreakConsecutive years of raises | 1 | 18 |
| Dividend / ShareAnnual DPS | $0.38 | $3.26 |
| Buyback YieldShare repurchases ÷ mkt cap | +3.5% | +1.7% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Nov 20 | Feb 26 | Change |
|---|---|---|---|
| Perella Weinberg Pa… (PWP) | 100 | 223.33 | +123.3% |
| Evercore Inc. (EVR) | 100 | 381.38 | +281.4% |
Evercore Inc. (EVR) returned +159% over 5 years vs Perella Weinberg Pa… (PWP)'s +87%. 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 |
|---|---|---|---|
| Perella Weinberg Pa… (PWP) | $519M | $878M | +69.2% |
| Evercore Inc. (EVR) | $1.2B | $3.0B | +141.6% |
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 |
|---|---|---|---|
| Perella Weinberg Pa… (PWP) | -4.7% | -7.4% | -57.2% |
| Evercore Inc. (EVR) | 3.5% | 12.6% | +265.3% |
Evercore Inc.'s net margin went from 3% (2015) to 13% (2024).
Chart 4P/E Ratio History — 8 Years
| Stock | 2017 | 2024 | Change |
|---|---|---|---|
| Evercore Inc. (EVR) | 32.1 | 30.5 | -5.0% |
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 |
|---|---|---|---|
| Perella Weinberg Pa… (PWP) | -0.26 | -1.22 | -365.1% |
| Evercore Inc. (EVR) | 0.98 | 9.08 | +826.5% |
Evercore Inc.'s EPS grew from $0.98 (2015) to $9.08 (2024) — a 28% CAGR.
Chart 6Free Cash Flow — 5 Years
Perella Weinberg Partners generated $207M FCF in 2024 (-11% vs 2021). Evercore Inc. generated $958M FCF in 2024 (-29% vs 2021).
PWP vs EVR: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is PWP or EVR a better buy right now?
Evercore Inc. (EVR) offers the better valuation at 34.0x trailing P/E (16.7x forward), making it the more compelling value choice. Analysts rate Perella Weinberg Partners (PWP) a "Buy" — based on 3 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 forward P/E, Perella Weinberg Partners is actually cheaper at 14.3x — 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 +159.4%, compared to +86.8% for Perella Weinberg Partners (PWP). 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 PWP's +100.4%. 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 — PWP or EVR?
By beta (market sensitivity over 5 years), Perella Weinberg Partners (PWP) is the lower-risk stock at 1.62β versus Evercore Inc.'s 1.82β — meaning EVR is approximately 12% more volatile than PWP relative to the S&P 500. On balance sheet safety, Evercore Inc. (EVR) carries a lower debt/equity ratio of 48% versus 82% for Perella Weinberg Partners — giving it more financial flexibility in a downturn.
05Which has better profit margins — PWP or EVR?
Evercore Inc. (EVR) is the more profitable company, earning 12.6% net margin versus -7.4% for Perella Weinberg Partners — 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 -8.9% 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.
06Is PWP or EVR more undervalued right now?
On forward earnings alone, Perella Weinberg Partners (PWP) trades at 14.3x forward P/E versus 16.7x for Evercore Inc. — 2.3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for EVR: 29.1% to $398.83.
07Which pays a better dividend — PWP or EVR?
All stocks in this comparison pay dividends. Perella Weinberg Partners (PWP) offers the highest yield at 2.1%, versus 1.1% for Evercore Inc. (EVR).
08Is 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 (1.1% yield, +614.6% 10Y return). Perella Weinberg Partners (PWP) carries a higher beta of 1.62 — 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: +614.6%, PWP: +100.4%), 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.
09What 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. 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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