Financial - Capital Markets
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PWP vs MC vs EVR vs PJT
Revenue, margins, valuation, and 5-year total return — side by side.
Financial - Capital Markets
Financial - Capital Markets
Financial - Capital Markets
PWP vs MC vs EVR 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 | $4.68B | $13.21B | $3.68B |
| Revenue (TTM) | $751M | $1.52B | $3.88B | $1.71B |
| Net Income (TTM) | $20M | $233M | $592M | $187M |
| Gross Margin | 97.2% | 99.2% | 99.4% | 32.4% |
| Operating Margin | 6.4% | 18.1% | 20.5% | 21.2% |
| Forward P/E | 17.5x | 20.8x | 17.6x | 20.4x |
| Total Debt | $354M | $267M | $1.16B | $414M |
| Cash & Equiv. | $256M | $509M | $1.47B | $539M |
PWP vs MC vs EVR 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% |
| Moelis & Company (MC) | 100 | 162.6 | +62.6% |
| Evercore Inc. (EVR) | 100 | 366.7 | +266.7% |
| PJT Partners Inc. (PJT) | 100 | 219.6 | +119.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: PWP vs MC vs EVR vs PJT
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 value.
- Lower P/E (17.5x vs 20.8x)
MC is the clearest fit if your priority is income & stability and defensive.
- Dividend streak 1 yrs, beta 1.75, yield 4.1%
- Beta 1.75, yield 4.1%, current ratio 21.47x
- 4.1% yield, 1-year raise streak, vs PJT's 0.6%
EVR is the #2 pick in this set and the best alternative if growth exposure and valuation efficiency is your priority.
- 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%
- +63.7% vs PJT's +7.3%
PJT carries the broadest edge in this set and is the clearest fit for long-term compounding and sleep-well-at-night.
- 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 | Lower P/E (17.5x vs 20.8x) | |
| 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 | 4.1% 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 MC vs EVR vs PJT — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
Segment breakdown not available.
PWP vs MC vs EVR vs PJT — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
MC leads in 2 of 6 categories
PJT leads 1 • EVR leads 1 • PWP leads 0 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
Evenly matched — MC and EVR each lead in 2 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. MC is the more profitable business, keeping 15.4% of every revenue dollar as net income compared to PWP's 4.7%.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $751M | $1.5B | $3.9B | $1.7B |
| EBITDAEarnings before interest/tax | $45M | $286M | $804M | $412M |
| Net IncomeAfter-tax profit | $20M | $233M | $592M | $187M |
| Free Cash FlowCash after capex | $96M | $540M | $1.2B | $614M |
| Gross MarginGross profit ÷ Revenue | +97.2% | +99.2% | +99.4% | +32.4% |
| Operating MarginEBIT ÷ Revenue | +6.4% | +18.1% | +20.5% | +21.2% |
| Net MarginNet income ÷ Revenue | +4.7% | +15.4% | +15.3% | +10.5% |
| FCF MarginFCF ÷ Revenue | +4.1% | +35.6% | +30.5% | +28.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | -91.7% | -4.3% | +44.2% | +11.1% |
Valuation Metrics
PJT leads this category, winning 4 of 7 comparable metrics.
Valuation Metrics
At 21.7x trailing earnings, MC trades at a 38% 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 | $4.7B | $13.2B | $3.7B |
| Enterprise ValueMkt cap + debt − cash | $2.1B | $4.4B | $12.9B | $3.6B |
| Trailing P/EPrice ÷ TTM EPS | 35.16x | 21.70x | 23.73x | 22.78x |
| Forward P/EPrice ÷ next-FY EPS est. | 17.54x | 20.79x | 17.63x | 20.38x |
| PEG RatioP/E ÷ EPS growth rate | — | — | 2.10x | 2.62x |
| EV / EBITDAEnterprise value multiple | 29.91x | 15.55x | 16.03x | 9.02x |
| Price / SalesMarket cap ÷ Revenue | 2.61x | 3.09x | 3.40x | 2.15x |
| Price / BookPrice ÷ Book value/share | 4.76x | 7.43x | 6.38x | 4.31x |
| Price / FCFMarket cap ÷ FCF | 64.36x | 8.68x | 11.17x | 7.66x |
Profitability & Efficiency
MC leads this category, winning 6 of 8 comparable metrics.
Profitability & Efficiency
MC delivers a 37.9% return on equity — every $100 of shareholder capital generates $38 in annual profit, vs $16 for PWP. MC carries lower financial leverage with a 0.39x debt-to-equity ratio, signaling a more conservative balance sheet compared to PWP's 1.36x. 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% | +37.9% | +29.3% | +20.1% |
| ROA (TTM)Return on assets | +3.0% | +15.9% | +14.1% | +11.1% |
| ROICReturn on invested capital | +7.0% | +24.9% | +18.8% | +20.3% |
| ROCEReturn on capital employed | +9.7% | +22.0% | +17.6% | +21.2% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 6 | 6 | 7 |
| Debt / EquityFinancial leverage | 1.36x | 0.39x | 0.50x | 0.41x |
| Net DebtTotal debt minus cash | $98M | -$241M | -$311M | -$125M |
| Cash & Equiv.Liquid assets | $256M | $509M | $1.5B | $539M |
| Total DebtShort + long-term debt | $354M | $267M | $1.2B | $414M |
| Interest CoverageEBIT ÷ Interest expense | — | — | 32.72x | — |
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 $14,435 for MC. 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 MC's 26.8% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | +10.6% | -9.5% | -4.8% | -10.1% |
| 1-Year ReturnPast 12 months | +17.3% | +25.4% | +63.7% | +7.3% |
| 3-Year ReturnCumulative with dividends | +151.3% | +103.7% | +218.5% | +151.0% |
| 5-Year ReturnCumulative with dividends | +77.7% | +44.3% | +142.1% | +121.0% |
| 10-Year ReturnCumulative with dividends | +108.8% | +261.3% | +614.5% | +638.5% |
| CAGR (3Y)Annualised 3-year return | +36.0% | +26.8% | +47.1% | +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 | 1.75x | 1.90x | 1.10x |
| 52-Week HighHighest price in past year | $25.93 | $78.22 | $388.71 | $195.62 |
| 52-Week LowLowest price in past year | $15.74 | $51.06 | $205.43 | $127.73 |
| % of 52W HighCurrent price vs 52-week peak | +74.6% | +81.6% | +85.8% | +77.8% |
| RSI (14)Momentum oscillator 0–100 | 44.8 | 48.1 | 48.3 | 50.8 |
| Avg Volume (50D)Average daily shares traded | 845K | 1.3M | 623K | 365K |
Analyst Outlook
MC leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: PWP as "Buy", MC as "Hold", EVR as "Buy", PJT as "Hold". Consensus price targets imply 15.1% upside for MC (target: $73) vs 4.3% for PJT (target: $159). For income investors, MC offers the higher dividend yield at 4.13% vs PJT's 0.56%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold | Buy | Hold |
| Price TargetConsensus 12-month target | $20.25 | $73.40 | $382.67 | $158.67 |
| # AnalystsCovering analysts | 4 | 22 | 21 | 12 |
| Dividend YieldAnnual dividend ÷ price | +1.8% | +4.1% | +1.0% | +0.6% |
| Dividend StreakConsecutive years of raises | 0 | 1 | 0 | 1 |
| Dividend / ShareAnnual DPS | $0.36 | $2.63 | $3.25 | $0.86 |
| Buyback YieldShare repurchases ÷ mkt cap | +1.7% | +1.6% | +5.0% | +5.3% |
MC leads in 2 of 6 categories (Profitability & Efficiency, Analyst Outlook). PJT leads in 1 (Valuation Metrics). 2 tied.
PWP vs MC vs EVR vs PJT: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is PWP or MC or EVR 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). 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 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 MC or EVR or PJT?
On trailing P/E, Moelis & Company (MC) is the cheapest at 21.
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. 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 MC or EVR or PJT?
Over the past 5 years, Evercore Inc.
(EVR) delivered a total return of +142. 1%, compared to +44. 3% for Moelis & Company (MC). Over 10 years, the gap is even starker: PJT returned +638. 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 MC or EVR 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, Moelis & Company (MC) carries a lower debt/equity ratio of 39% versus 136% for Perella Weinberg Partners — giving it more financial flexibility in a downturn.
05Which is growing faster — PWP or MC or EVR 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 35. 8% for PJT Partners 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 MC or EVR or PJT?
Moelis & Company (MC) is the more profitable company, earning 15.
4% net margin versus 4. 7% for Perella Weinberg Partners — meaning it keeps 15. 4% 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 MC or EVR 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, Perella Weinberg Partners (PWP) trades at 17. 5x forward P/E versus 20. 8x for Moelis & Company — 3. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for MC: 15. 1% to $73. 40.
08Which pays a better dividend — PWP or MC or EVR or PJT?
All stocks in this comparison pay dividends.
Moelis & Company (MC) offers the highest yield at 4. 1%, versus 0. 6% for PJT Partners Inc. (PJT).
09Is PWP or MC or EVR 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 MC and EVR 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; MC is a small-cap high-growth stock; EVR is a mid-cap high-growth 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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