Financial - Capital Markets
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4 / 10Stock Comparison
PWP vs EVR vs LAZ vs PJT
Revenue, margins, valuation, and 5-year total return — side by side.
Financial - Capital Markets
Financial - Capital Markets
Financial - Capital Markets
PWP vs EVR vs LAZ vs PJT — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Financial - Capital Markets | Financial - Capital Markets | Financial - Capital Markets | Financial - Capital Markets |
| Market Cap | $1.96B | $13.21B | $4.37B | $3.68B |
| Revenue (TTM) | $751M | $3.88B | $3.19B | $1.71B |
| Net Income (TTM) | $20M | $592M | $237M | $187M |
| Gross Margin | 97.2% | 99.4% | 31.8% | 32.4% |
| Operating Margin | 6.4% | 20.5% | 13.0% | 21.2% |
| Forward P/E | 17.5x | 17.6x | 14.6x | 20.4x |
| Total Debt | $354M | $1.16B | $2.58B | $414M |
| Cash & Equiv. | $256M | $1.47B | $1.50B | $539M |
PWP vs EVR vs LAZ vs PJT — 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% |
| Lazard Ltd (LAZ) | 100 | 124.8 | +24.8% |
| PJT Partners Inc. (PJT) | 100 | 219.6 | +119.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: PWP vs EVR vs LAZ vs PJT
Each card shows where this stock fits in a portfolio — not just who wins on paper.
PWP lags the leaders in this set but could rank higher in a more targeted comparison.
EVR carries the broadest edge in this set and is the clearest fit for growth exposure and valuation efficiency.
- Rev growth 29.5%, EPS growth 54.7%
- PEG 1.56 vs PJT's 2.34
- 29.5% NII/revenue growth vs PWP's -14.5%
- Better valuation composite
LAZ is the clearest fit if your priority is income & stability and defensive.
- Dividend streak 1 yrs, beta 1.79, yield 3.8%
- Beta 1.79, yield 3.8%, current ratio 29.35x
- 3.8% yield, 1-year raise streak, vs PJT's 0.6%
PJT is the #2 pick in this set and the best alternative if long-term compounding and sleep-well-at-night is your priority.
- 6.4% 10Y total return vs EVR's 6.1%
- Lower volatility, beta 1.10, Low D/E 41.0%, current ratio 27.67x
- Efficiency ratio 0.1% vs PWP's 0.9% (lower = leaner)
- Beta 1.10 vs EVR's 1.90, lower leverage
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 29.5% NII/revenue growth vs PWP's -14.5% | |
| Value | Better valuation composite | |
| Quality / Margins | Efficiency ratio 0.1% vs PWP's 0.9% (lower = leaner) | |
| Stability / Safety | Beta 1.10 vs EVR's 1.90, lower leverage | |
| Dividends | 3.8% yield, 1-year raise streak, vs PJT's 0.6% | |
| Momentum (1Y) | +63.7% vs PJT's +7.3% | |
| Efficiency (ROA) | Efficiency ratio 0.1% vs PWP's 0.9% |
PWP vs EVR vs LAZ vs PJT — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
PWP vs EVR vs LAZ vs PJT — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
EVR leads in 2 of 6 categories
LAZ leads 1 • PWP leads 0 • PJT leads 0 • 3 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
EVR leads this category, winning 4 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 | $3.2B | $1.7B |
| EBITDAEarnings before interest/tax | $45M | $804M | $384M | $412M |
| Net IncomeAfter-tax profit | $20M | $592M | $237M | $187M |
| Free Cash FlowCash after capex | $96M | $1.2B | $519M | $614M |
| Gross MarginGross profit ÷ Revenue | +97.2% | +99.4% | +31.8% | +32.4% |
| Operating MarginEBIT ÷ Revenue | +6.4% | +20.5% | +13.0% | +21.2% |
| Net MarginNet income ÷ Revenue | +4.7% | +15.3% | +7.4% | +10.5% |
| FCF MarginFCF ÷ Revenue | +4.1% | +30.5% | +15.9% | +28.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | -91.7% | +44.2% | -43.8% | +11.1% |
Valuation Metrics
Evenly matched — LAZ and PJT each lead in 3 of 7 comparable metrics.
Valuation Metrics
At 21.5x trailing earnings, LAZ trades at a 39% valuation discount to PWP's 35.2x P/E. Adjusting for growth (PEG ratio), EVR offers better value at 2.10x vs PJT's 2.62x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $2.0B | $13.2B | $4.4B | $3.7B |
| Enterprise ValueMkt cap + debt − cash | $2.1B | $12.9B | $5.4B | $3.6B |
| Trailing P/EPrice ÷ TTM EPS | 35.16x | 23.73x | 21.46x | 22.78x |
| Forward P/EPrice ÷ next-FY EPS est. | 17.54x | 17.63x | 14.56x | 20.38x |
| PEG RatioP/E ÷ EPS growth rate | — | 2.10x | — | 2.62x |
| EV / EBITDAEnterprise value multiple | 29.91x | 16.03x | 12.12x | 9.02x |
| Price / SalesMarket cap ÷ Revenue | 2.61x | 3.40x | 1.37x | 2.15x |
| Price / BookPrice ÷ Book value/share | 4.76x | 6.38x | 5.01x | 4.31x |
| Price / FCFMarket cap ÷ FCF | 64.36x | 11.17x | 8.65x | 7.66x |
Profitability & Efficiency
Evenly matched — EVR and PJT each lead in 4 of 9 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. PJT carries lower financial leverage with a 0.41x debt-to-equity ratio, signaling a more conservative balance sheet compared to LAZ's 2.61x. On the Piotroski fundamental quality scale (0–9), PJT scores 7/9 vs PWP's 4/9, reflecting strong financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | +16.3% | +29.3% | +26.7% | +20.1% |
| ROA (TTM)Return on assets | +3.0% | +14.1% | +5.2% | +11.1% |
| ROICReturn on invested capital | +7.0% | +18.8% | +9.5% | +20.3% |
| ROCEReturn on capital employed | +9.7% | +17.6% | +9.5% | +21.2% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 6 | 5 | 7 |
| Debt / EquityFinancial leverage | 1.36x | 0.50x | 2.61x | 0.41x |
| Net DebtTotal debt minus cash | $98M | -$311M | $1.1B | -$125M |
| Cash & Equiv.Liquid assets | $256M | $1.5B | $1.5B | $539M |
| Total DebtShort + long-term debt | $354M | $1.2B | $2.6B | $414M |
| Interest CoverageEBIT ÷ Interest expense | — | 32.72x | 4.74x | — |
Total Returns (Dividends Reinvested)
EVR leads this category, winning 4 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 $11,951 for LAZ. Over the past 12 months, EVR leads with a +63.7% total return vs PJT's +7.3%. The 3-year compound annual growth rate (CAGR) favors EVR at 47.1% vs LAZ's 21.8% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | +10.6% | -4.8% | -5.4% | -10.1% |
| 1-Year ReturnPast 12 months | +17.3% | +63.7% | +20.2% | +7.3% |
| 3-Year ReturnCumulative with dividends | +151.3% | +218.5% | +80.6% | +151.0% |
| 5-Year ReturnCumulative with dividends | +77.7% | +142.1% | +19.5% | +121.0% |
| 10-Year ReturnCumulative with dividends | +108.8% | +614.5% | +99.1% | +638.5% |
| CAGR (3Y)Annualised 3-year return | +36.0% | +47.1% | +21.8% | +35.9% |
Risk & Volatility
Evenly matched — EVR and PJT each lead in 1 of 2 comparable metrics.
Risk & Volatility
PJT is the less volatile stock with a 1.10 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 | 1.79x | 1.10x |
| 52-Week HighHighest price in past year | $25.93 | $388.71 | $58.75 | $195.62 |
| 52-Week LowLowest price in past year | $15.74 | $205.43 | $38.67 | $127.73 |
| % of 52W HighCurrent price vs 52-week peak | +74.6% | +85.8% | +79.3% | +77.8% |
| RSI (14)Momentum oscillator 0–100 | 44.8 | 48.3 | 46.3 | 50.8 |
| Avg Volume (50D)Average daily shares traded | 845K | 623K | 1.5M | 365K |
Analyst Outlook
LAZ leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: PWP as "Buy", EVR as "Buy", LAZ as "Buy", PJT as "Hold". Consensus price targets imply 14.8% upside for EVR (target: $383) vs 1.7% for LAZ (target: $47). For income investors, LAZ offers the higher dividend yield at 3.77% vs PJT's 0.56%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Buy | Hold |
| Price TargetConsensus 12-month target | $20.25 | $382.67 | $47.33 | $158.67 |
| # AnalystsCovering analysts | 4 | 21 | 29 | 12 |
| Dividend YieldAnnual dividend ÷ price | +1.8% | +1.0% | +3.8% | +0.6% |
| Dividend StreakConsecutive years of raises | 0 | 0 | 1 | 1 |
| Dividend / ShareAnnual DPS | $0.36 | $3.25 | $1.75 | $0.86 |
| Buyback YieldShare repurchases ÷ mkt cap | +1.7% | +5.0% | +2.1% | +5.3% |
EVR leads in 2 of 6 categories (Income & Cash Flow, Total Returns). LAZ leads in 1 (Analyst Outlook). 3 tied.
PWP vs EVR vs LAZ vs PJT: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is PWP or EVR or LAZ or PJT 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). Lazard Ltd (LAZ) offers the better valuation at 21. 5x trailing P/E (14. 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 or LAZ or PJT?
On trailing P/E, Lazard Ltd (LAZ) is the cheapest at 21.
5x versus Perella Weinberg Partners at 35. 2x. On forward P/E, Lazard Ltd is actually cheaper at 14. 6x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Evercore Inc. wins at 1. 56x versus PJT Partners Inc. 's 2. 34x — a reasonable growth-adjusted valuation.
03Which is the better long-term investment — PWP or EVR or LAZ or PJT?
Over the past 5 years, Evercore Inc.
(EVR) delivered a total return of +142. 1%, compared to +19. 5% for Lazard Ltd (LAZ). Over 10 years, the gap is even starker: PJT returned +638. 5% versus LAZ's +99. 1%. 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 or LAZ or PJT?
By beta (market sensitivity over 5 years), PJT Partners Inc.
(PJT) is the lower-risk stock at 1. 10β versus Evercore Inc. 's 1. 90β — meaning EVR is approximately 73% more volatile than PJT relative to the S&P 500. On balance sheet safety, PJT Partners Inc. (PJT) carries a lower debt/equity ratio of 41% versus 3% for Lazard Ltd — giving it more financial flexibility in a downturn.
05Which is growing faster — PWP or EVR or LAZ or PJT?
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 -19. 0% for Lazard Ltd. 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 or LAZ or PJT?
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: PJT leads at 21. 2% 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 or LAZ or PJT more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Evercore Inc. (EVR) is the more undervalued stock at a PEG of 1. 56x versus PJT Partners Inc. 's 2. 34x. Both stocks trade at elevated growth-adjusted valuations, so expected growth needs to materialise. On forward earnings alone, Lazard Ltd (LAZ) trades at 14. 6x forward P/E versus 20. 4x for PJT Partners Inc. — 5. 8x 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 or LAZ or PJT?
All stocks in this comparison pay dividends.
Lazard Ltd (LAZ) offers the highest yield at 3. 8%, versus 0. 6% for PJT Partners Inc. (PJT).
09Is PWP or EVR or LAZ or PJT better for a retirement portfolio?
For long-horizon retirement investors, PJT Partners Inc.
(PJT) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 10), 0. 6% yield, +638. 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 (PJT: +638. 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 and LAZ and PJT?
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; LAZ is a small-cap income-oriented stock; PJT is a small-cap quality compounder 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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