EVR vs. MS: Evercore vs. Morgan Stanley Stock Comparison
How do Evercore (EVR) and Morgan Stanley (MS) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Evercore (EVR) and Morgan Stanley (MS) are both classified in the Investment Banking & Brokerage sub-industry within the broader Capital Markets industry, placing them in the closest GICS peer bucket.
| Profile Item | EVR | MS |
|---|---|---|
| Name | Evercore Inc. Class A Common Stock | Morgan Stanley Common Stock |
| Country/Region | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Capital Markets | Capital Markets |
| GICS Sub-Industry | Investment Banking & Brokerage | Investment Banking & Brokerage |
| Market Capitalization | 10.81 billion USD | 283.60 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | August 14, 2006 | February 23, 1993 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | EVR | MS |
|---|---|---|
| Total Return (1Y) | -2.40% | 19.44% |
| Total Return (3Y, Annualized) | 30.98% | 40.69% |
| Total Return (5Y, Annualized) | 16.41% | 17.38% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | EVR | MS |
|---|---|---|
| Volatility (1Y, Annualized) | 39.76% | 29.73% |
| Beta (5Y) | 1.45 | 1.21 |
| Max Drawdown (5Y) | -47.86% | -32.38% |
| Avg. Volume (3M) | 546.56K | 5.37M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | EVR | MS |
|---|---|---|
| Sharpe Ratio (1Y) | -0.17 | 0.51 |
| Sortino Ratio (1Y) | -0.23 | 0.73 |
Profitability
ROE (TTM)
Evercore (EVR) at 37.97% sits in the top ROE quartile, while Morgan Stanley (MS) at 18.04% is closer to the peer norm — stronger capital efficiency for EVR.
EVR
Financial Services industry group
37.97%
- Max
- 44.78%
- EVR
- 37.97%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
MS
Financial Services industry group
18.04%
- Max
- 44.78%
- Q3
- 21.85%
- MS
- 18.04%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Both Evercore (EVR) at 15.73% and Morgan Stanley (MS) at 25.63% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.
EVR
Financial Services industry group
15.73%
- Max
- 62.84%
- Q3
- 28.05%
- EVR
- 15.73%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
MS
Financial Services industry group
25.63%
- Max
- 62.84%
- Q3
- 28.05%
- MS
- 25.63%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Both Evercore (EVR) at 21.94% and Morgan Stanley (MS) at 39.00% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
EVR
Financial Services industry group
21.94%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- EVR
- 21.94%
- Q1
- 14.60%
- Min
- -44.34%
MS
Financial Services industry group
39.00%
- Max
- 107.33%
- Q3
- 55.90%
- MS
- 39.00%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | EVR | MS |
|---|---|---|
| ROE (TTM) | 37.97% | 18.04% |
| ROA (TTM) | 17.07% | 1.35% |
| Net Margin (TTM) | 15.73% | 25.63% |
| Operating Margin (TTM) | 21.94% | 39.00% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Evercore (EVR) at 29.41% sits in the top revenue growth quartile, while Morgan Stanley (MS) at 14.48% is closer to the peer norm — faster top-line expansion for EVR.
EPS Growth
Evercore (EVR) at 54.74% sits in the top EPS growth quartile, while Morgan Stanley (MS) at 28.43% is closer to the peer norm — faster per-share earnings growth for EVR.
Growth Metrics
| Metric | EVR | MS |
|---|---|---|
| Revenue Growth (YoY) | 29.41% | 14.48% |
| Revenue Growth (3Y CAGR) | 11.76% | 9.52% |
| EPS Growth (YoY) | 54.74% | 28.43% |
| EPS Growth (3Y CAGR) | 6.57% | 18.41% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Evercore (EVR) in Financial Services and Morgan Stanley (MS) in Financial Services both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.
Debt / Equity (MRQ)
debt-to-equity ratio is set aside for both: Evercore (EVR) in Financial Services and Morgan Stanley (MS) in Financial Services run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.
Financial Strength Metrics
| Metric | EVR | MS |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Evercore (EVR) at 1.21% and Morgan Stanley (MS) at 2.40% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.
EVR
Financial Services industry group
1.21%
- Max
- 9.77%
- Q3
- 3.92%
- EVR
- 1.21%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
MS
Financial Services industry group
2.40%
- Max
- 9.77%
- Q3
- 3.92%
- MS
- 2.40%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Evercore (EVR) at 18.93% and Morgan Stanley (MS) at 32.91% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.
EVR
Financial Services industry group
18.93%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- EVR
- 18.93%
- Q1
- 0.00%
- Min
- 0.00%
MS
Financial Services industry group
32.91%
- Max
- 241.07%
- Q3
- 97.36%
- MS
- 32.91%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | EVR | MS |
|---|---|---|
| Dividend Yield (TTM) | 1.21% | 2.40% |
| Dividend Payout Ratio (TTM) | 18.93% | 32.91% |
Valuation
P/E Ratio (TTM)
Both Evercore (EVR) at 15.57 and Morgan Stanley (MS) at 14.39 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.
EVR
Financial Services industry group
15.57
- Max
- 45.85
- Q3
- 24.64
- EVR
- 15.57
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
MS
Financial Services industry group
14.39
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- MS
- 14.39
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
On P/S ratio, both Evercore (EVR) at 2.23 and Morgan Stanley (MS) at 3.55 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
EVR
Financial Services industry group
2.23
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- EVR
- 2.23
- Q1
- 1.28
- Min
- -0.55
MS
Financial Services industry group
3.55
- Max
- 9.23
- Q3
- 4.57
- MS
- 3.55
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Morgan Stanley (MS) at 2.65 is valued about in line with its industry on P/B ratio, while Evercore (EVR) at 5.56 carries an above-peer premium to book — EVR is pricier on assets.
EVR
Financial Services industry group
5.56
- Max
- 7.79
- EVR
- 5.56
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
MS
Financial Services industry group
2.65
- Max
- 7.79
- Q3
- 3.63
- MS
- 2.65
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | EVR | MS |
|---|---|---|
| P/E Ratio (TTM) | 15.57 | 14.39 |
| P/S Ratio (TTM) | 2.23 | 3.55 |
| P/B Ratio (MRQ) | 5.56 | 2.65 |
| Free Cash Flow Yield (TTM) | -- | -- |