Financial - Capital Markets
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4 / 10Stock Comparison
SF vs PJT vs LAZ vs EVR
Revenue, margins, valuation, and 5-year total return — side by side.
Financial - Capital Markets
Financial - Capital Markets
Financial - Capital Markets
SF vs PJT vs LAZ vs EVR — 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 | $11.79B | $3.70B | $4.36B | $13.11B |
| Revenue (TTM) | $6.30B | $1.71B | $3.19B | $3.88B |
| Net Income (TTM) | $684M | $187M | $237M | $592M |
| Gross Margin | 86.6% | 32.4% | 31.8% | 99.4% |
| Operating Margin | 13.8% | 21.2% | 13.0% | 20.5% |
| Forward P/E | 12.1x | 20.5x | 14.5x | 17.5x |
| Total Debt | $2.18B | $414M | $2.58B | $1.16B |
| Cash & Equiv. | $2.28B | $539M | $1.50B | $1.47B |
SF vs PJT vs LAZ vs EVR — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Stifel Financial Co… (SF) | 100 | 359.2 | +259.2% |
| PJT Partners Inc. (PJT) | 100 | 280.1 | +180.1% |
| Lazard Ltd (LAZ) | 100 | 172.9 | +72.9% |
| Evercore Inc. (EVR) | 100 | 600.7 | +500.7% |
Price return only. Dividends and distributions are not included.
Quick Verdict: SF vs PJT vs LAZ vs EVR
Each card shows where this stock fits in a portfolio — not just who wins on paper.
SF is the clearest fit if your priority is income & stability and bank quality.
- Dividend streak 10 yrs, beta 1.23, yield 2.5%
- NIM 2.6% vs PJT's 1.7%
- Lower P/E (12.1x vs 14.5x)
PJT carries the broadest edge in this set and is the clearest fit for sleep-well-at-night.
- Lower volatility, beta 1.10, Low D/E 41.0%, current ratio 27.67x
- Efficiency ratio 0.1% vs EVR's 0.8% (lower = leaner)
- Beta 1.10 vs EVR's 1.90, lower leverage
- Efficiency ratio 0.1% vs EVR's 0.8%
LAZ is the clearest fit if your priority is defensive.
- Beta 1.79, yield 3.8%, current ratio 29.35x
- 3.8% yield, 1-year raise streak, vs SF's 2.5%
EVR is the #2 pick in this set and the best alternative if growth exposure and long-term compounding is your priority.
- Rev growth 29.5%, EPS growth 54.7%
- 6.1% 10Y total return vs PJT's 6.0%
- PEG 1.55 vs PJT's 2.36
- 29.5% NII/revenue growth vs LAZ's 3.2%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 29.5% NII/revenue growth vs LAZ's 3.2% | |
| Value | Lower P/E (12.1x vs 14.5x) | |
| Quality / Margins | Efficiency ratio 0.1% vs EVR's 0.8% (lower = leaner) | |
| Stability / Safety | Beta 1.10 vs EVR's 1.90, lower leverage | |
| Dividends | 3.8% yield, 1-year raise streak, vs SF's 2.5% | |
| Momentum (1Y) | +60.9% vs PJT's +8.3% | |
| Efficiency (ROA) | Efficiency ratio 0.1% vs EVR's 0.8% |
SF vs PJT vs LAZ vs EVR — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
SF vs PJT vs LAZ vs EVR — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
EVR leads in 3 of 6 categories
SF leads 1 • PJT leads 0 • LAZ leads 0 • 2 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)
SF is the larger business by revenue, generating $6.3B annually — 3.7x PJT's $1.7B. EVR is the more profitable business, keeping 15.3% of every revenue dollar as net income compared to LAZ's 7.4%.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $6.3B | $1.7B | $3.2B | $3.9B |
| EBITDAEarnings before interest/tax | $1.0B | $412M | $384M | $804M |
| Net IncomeAfter-tax profit | $684M | $187M | $237M | $592M |
| Free Cash FlowCash after capex | $993M | $614M | $519M | $1.2B |
| Gross MarginGross profit ÷ Revenue | +86.6% | +32.4% | +31.8% | +99.4% |
| Operating MarginEBIT ÷ Revenue | +13.8% | +21.2% | +13.0% | +20.5% |
| Net MarginNet income ÷ Revenue | +10.9% | +10.5% | +7.4% | +15.3% |
| FCF MarginFCF ÷ Revenue | +19.1% | +28.0% | +15.9% | +30.5% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | +10.5% | +11.1% | -43.8% | +44.2% |
Valuation Metrics
SF leads this category, winning 4 of 7 comparable metrics.
Valuation Metrics
At 13.0x trailing earnings, SF trades at a 45% valuation discount to EVR's 23.6x P/E. Adjusting for growth (PEG ratio), SF offers better value at 1.81x vs PJT's 2.63x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $11.8B | $3.7B | $4.4B | $13.1B |
| Enterprise ValueMkt cap + debt − cash | $11.7B | $3.6B | $5.4B | $12.8B |
| Trailing P/EPrice ÷ TTM EPS | 12.96x | 22.93x | 21.40x | 23.56x |
| Forward P/EPrice ÷ next-FY EPS est. | 12.14x | 20.52x | 14.52x | 17.50x |
| PEG RatioP/E ÷ EPS growth rate | 1.81x | 2.63x | — | 2.08x |
| EV / EBITDAEnterprise value multiple | 12.52x | 9.08x | 12.09x | 15.91x |
| Price / SalesMarket cap ÷ Revenue | 1.87x | 2.16x | 1.37x | 3.38x |
| Price / BookPrice ÷ Book value/share | 1.41x | 4.34x | 4.99x | 6.33x |
| Price / FCFMarket cap ÷ FCF | 9.81x | 7.71x | 8.63x | 11.09x |
Profitability & Efficiency
EVR leads this category, winning 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 $12 for SF. SF carries lower financial leverage with a 0.36x debt-to-equity ratio, signaling a more conservative balance sheet compared to LAZ's 2.61x. On the Piotroski fundamental quality scale (0–9), SF scores 8/9 vs LAZ's 5/9, reflecting strong financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | +12.0% | +20.1% | +26.7% | +29.3% |
| ROA (TTM)Return on assets | +1.7% | +11.1% | +5.2% | +14.1% |
| ROICReturn on invested capital | +7.9% | +20.3% | +9.5% | +18.8% |
| ROCEReturn on capital employed | +3.6% | +21.2% | +9.5% | +17.6% |
| Piotroski ScoreFundamental quality 0–9 | 8 | 7 | 5 | 6 |
| Debt / EquityFinancial leverage | 0.36x | 0.41x | 2.61x | 0.50x |
| Net DebtTotal debt minus cash | -$103M | -$125M | $1.1B | -$311M |
| Cash & Equiv.Liquid assets | $2.3B | $539M | $1.5B | $1.5B |
| Total DebtShort + long-term debt | $2.2B | $414M | $2.6B | $1.2B |
| Interest CoverageEBIT ÷ Interest expense | 1.07x | — | 4.74x | 32.72x |
Total Returns (Dividends Reinvested)
EVR leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in EVR five years ago would be worth $23,623 today (with dividends reinvested), compared to $12,061 for LAZ. Over the past 12 months, EVR leads with a +60.9% total return vs PJT's +8.3%. The 3-year compound annual growth rate (CAGR) favors EVR at 46.8% vs LAZ's 21.7% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | -10.5% | -9.5% | -5.6% | -5.5% |
| 1-Year ReturnPast 12 months | +31.0% | +8.3% | +17.8% | +60.9% |
| 3-Year ReturnCumulative with dividends | +108.8% | +152.7% | +80.2% | +216.3% |
| 5-Year ReturnCumulative with dividends | +76.3% | +122.3% | +20.6% | +136.2% |
| 10-Year ReturnCumulative with dividends | +509.4% | +600.7% | +100.4% | +613.3% |
| CAGR (3Y)Annualised 3-year return | +27.8% | +36.2% | +21.7% | +46.8% |
Risk & Volatility
Evenly matched — PJT and EVR 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 85.2% from its 52-week high vs SF's 58.3% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.23x | 1.10x | 1.79x | 1.90x |
| 52-Week HighHighest price in past year | $130.67 | $195.62 | $58.75 | $388.71 |
| 52-Week LowLowest price in past year | $59.15 | $127.73 | $38.67 | $206.63 |
| % of 52W HighCurrent price vs 52-week peak | +58.3% | +78.3% | +79.0% | +85.2% |
| RSI (14)Momentum oscillator 0–100 | 53.7 | 51.2 | 50.9 | 53.0 |
| Avg Volume (50D)Average daily shares traded | 1.4M | 364K | 1.5M | 622K |
Analyst Outlook
Evenly matched — SF and LAZ each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: SF as "Buy", PJT as "Hold", LAZ as "Buy", EVR as "Buy". Consensus price targets imply 22.7% upside for SF (target: $93) vs 1.9% for LAZ (target: $47). For income investors, LAZ offers the higher dividend yield at 3.78% vs PJT's 0.56%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold | Buy | Buy |
| Price TargetConsensus 12-month target | $93.44 | $158.67 | $47.33 | $382.67 |
| # AnalystsCovering analysts | 22 | 12 | 29 | 21 |
| Dividend YieldAnnual dividend ÷ price | +2.5% | +0.6% | +3.8% | +1.0% |
| Dividend StreakConsecutive years of raises | 10 | 1 | 1 | 0 |
| Dividend / ShareAnnual DPS | $1.87 | $0.86 | $1.75 | $3.25 |
| Buyback YieldShare repurchases ÷ mkt cap | +2.1% | +5.3% | +2.1% | +5.0% |
EVR leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). SF leads in 1 (Valuation Metrics). 2 tied.
SF vs PJT vs LAZ vs EVR: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is SF or PJT or LAZ 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 3. 2% for Lazard Ltd (LAZ). Stifel Financial Corp. (SF) offers the better valuation at 13. 0x trailing P/E (12. 1x forward), making it the more compelling value choice. Analysts rate Stifel Financial Corp. (SF) a "Buy" — based on 22 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 — SF or PJT or LAZ or EVR?
On trailing P/E, Stifel Financial Corp.
(SF) is the cheapest at 13. 0x versus Evercore Inc. at 23. 6x. On forward P/E, Stifel Financial Corp. is actually cheaper at 12. 1x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Evercore Inc. wins at 1. 55x versus PJT Partners Inc. 's 2. 36x — a reasonable growth-adjusted valuation.
03Which is the better long-term investment — SF or PJT or LAZ or EVR?
Over the past 5 years, Evercore Inc.
(EVR) delivered a total return of +136. 2%, compared to +20. 6% for Lazard Ltd (LAZ). Over 10 years, the gap is even starker: EVR returned +613. 3% versus LAZ'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 — SF or PJT or LAZ or EVR?
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, Stifel Financial Corp. (SF) carries a lower debt/equity ratio of 36% versus 3% for Lazard Ltd — giving it more financial flexibility in a downturn.
05Which is growing faster — SF or PJT or LAZ or EVR?
By revenue growth (latest reported year), Evercore Inc.
(EVR) is pulling ahead at 29. 5% versus 3. 2% for Lazard Ltd (LAZ). On earnings-per-share growth, the picture is similar: Evercore Inc. grew EPS 54. 7% 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 — SF or PJT or LAZ or EVR?
Evercore Inc.
(EVR) is the more profitable company, earning 15. 3% net margin versus 7. 4% for Lazard Ltd — 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 13. 0% for LAZ. 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 SF or PJT or LAZ or EVR 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. 55x versus PJT Partners Inc. 's 2. 36x. Both stocks trade at elevated growth-adjusted valuations, so expected growth needs to materialise. On forward earnings alone, Stifel Financial Corp. (SF) trades at 12. 1x forward P/E versus 20. 5x for PJT Partners Inc. — 8. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SF: 22. 7% to $93. 44.
08Which pays a better dividend — SF or PJT or LAZ or EVR?
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 SF or PJT or LAZ or EVR 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, +600. 7% 10Y return). Lazard Ltd (LAZ) carries a higher beta of 1. 79 — 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: +600. 7%, LAZ: +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.
10What are the main differences between SF and PJT and LAZ 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: SF is a mid-cap deep-value stock; PJT is a small-cap quality compounder stock; LAZ is a small-cap income-oriented 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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