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EVR vs. MSCI: Evercore vs. MSCI Stock Comparison

How do Evercore (EVR) and MSCI (MSCI) 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 MSCI (MSCI) both belong to the Capital Markets industry, though EVR is classified under Investment Banking & Brokerage while MSCI falls under Financial Exchanges & Data.

Company profile comparison for Evercore (EVR) and MSCI (MSCI)
Profile ItemEVRMSCI
NameEvercore Inc. Class A Common StockMSCI Inc.
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryInvestment Banking & BrokerageFinancial Exchanges & Data
Market Capitalization10.81 billion USD46.60 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateAugust 14, 2006November 15, 2007
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

EVR
MSCI
GSPC
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Evercore (EVR) vs. MSCI (MSCI), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Evercore (EVR) and MSCI (MSCI). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Evercore (EVR) and MSCI (MSCI). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Evercore (EVR) and MSCI (MSCI)
MetricEVRMSCI
Total Return (1Y)-2.40%12.76%
Total Return (3Y, Annualized)30.98%9.86%
Total Return (5Y, Annualized)16.41%1.00%

Risk Profile

Drawdown History

EVR
MSCI
GSPC
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Evercore (EVR) vs. MSCI (MSCI), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Evercore (EVR) and MSCI (MSCI). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Evercore (EVR) and MSCI (MSCI)
MetricEVRMSCI
Volatility (1Y, Annualized)39.76%29.82%
Beta (5Y)1.451.17
Max Drawdown (5Y)-47.86%-43.74%
Avg. Volume (3M)546.56K590.34K

Risk-Adjusted Performance

Risk-Return Positioning

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EVR and MSCI are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Evercore (EVR) and MSCI (MSCI)
MetricEVRMSCI
Sharpe Ratio (1Y)-0.170.28
Sortino Ratio (1Y)-0.230.40

Profitability

ROE (TTM)

Capital efficiency shows on one side only: Evercore (EVR) earns 37.97% on shareholders’ equity, ranked against its industry; MSCI (MSCI) has no ROE this period.

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%

MSCI

Financial Services industry group

--

Max
44.78%
Q3
21.85%
Median
12.91%
Q1
4.48%
Min
-18.71%
MSCI
--
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Evercore (EVR) vs. MSCI (MSCI): MSCI does not report ROE, so it has no value marker; EVR is benchmarked against the Financial Services industry group.

Net Margin (TTM)

MSCI (MSCI) at 40.31% retains a top-quartile share of revenue as profit, ahead of Evercore (EVR) at 15.73%, which keeps about the industry-typical share.

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%

MSCI

Financial Services industry group

40.31%

Max
62.84%
MSCI
40.31%
Q3
28.05%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Evercore (EVR) vs. MSCI (MSCI): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

MSCI (MSCI) at 56.41% operates in the top operating margin quartile, ahead of Evercore (EVR) at 21.94%, which runs around its industry’s norm.

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%

MSCI

Financial Services industry group

56.41%

Max
107.33%
MSCI
56.41%
Q3
55.90%
Median
30.09%
Q1
14.60%
Min
-44.34%
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Evercore (EVR) vs. MSCI (MSCI): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Evercore (EVR) and MSCI (MSCI)
MetricEVRMSCI
ROE (TTM)37.97%--
ROA (TTM)17.07%21.75%
Net Margin (TTM)15.73%40.31%
Operating Margin (TTM)21.94%56.41%
Gross Margin (TTM)----

Growth

Revenue Growth

Evercore (EVR) at 29.41% sits in the top revenue growth quartile, while MSCI (MSCI) at 9.75% is closer to the peer norm — faster top-line expansion for EVR.

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Evercore (EVR) vs. MSCI (MSCI): A comparison of their Revenue Growth across different time periods.

EPS Growth

Evercore (EVR) at 54.74% sits in the top EPS growth quartile, while MSCI (MSCI) at 11.67% is closer to the peer norm — faster per-share earnings growth for EVR.

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Evercore (EVR) vs. MSCI (MSCI): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Evercore (EVR) and MSCI (MSCI)
MetricEVRMSCI
Revenue Growth (YoY)29.41%9.75%
Revenue Growth (3Y CAGR)11.76%11.71%
EPS Growth (YoY)54.74%11.67%
EPS Growth (3Y CAGR)6.57%13.54%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Evercore (EVR) in Financial Services and MSCI (MSCI) 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 MSCI (MSCI) 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

Financial strength metrics for Evercore (EVR) and MSCI (MSCI)
MetricEVRMSCI
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Both Evercore (EVR) at 1.21% and MSCI (MSCI) at 1.21% 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%

MSCI

Financial Services industry group

1.21%

Max
9.77%
Q3
3.92%
MSCI
1.21%
Median
1.09%
Q1
0.00%
Min
0.00%
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Evercore (EVR) vs. MSCI (MSCI): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both Evercore (EVR) at 18.93% and MSCI (MSCI) at 42.04% 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%

MSCI

Financial Services industry group

42.04%

Max
241.07%
Q3
97.36%
MSCI
42.04%
Median
25.77%
Q1
0.00%
Min
0.00%
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Evercore (EVR) vs. MSCI (MSCI): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Evercore (EVR) and MSCI (MSCI)
MetricEVRMSCI
Dividend Yield (TTM)1.21%1.21%
Dividend Payout Ratio (TTM)18.93%42.04%

Valuation

P/E Ratio (TTM)

Evercore (EVR) at 15.57 is near its industry’s usual P/E ratio, while MSCI (MSCI) at 33.90 sits in the richer quartile — MSCI needs stronger growth or earnings quality to justify the premium.

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

MSCI

Financial Services industry group

33.90

Max
45.85
MSCI
33.90
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
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Evercore (EVR) vs. MSCI (MSCI): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Evercore (EVR) at 2.23 prices around its industry’s typical P/S ratio, while MSCI (MSCI) at 13.58 clears its benchmark range — MSCI looks notably rich on sales.

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

MSCI

Financial Services industry group

13.58

MSCI
13.58
Max
9.23
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55
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Evercore (EVR) vs. MSCI (MSCI): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

MSCI (MSCI) reports a negative P/B ratio of -15.24, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile Evercore (EVR) reports 5.56, ranking against industry peers normally.

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

MSCI

Financial Services industry group

-15.24

Max
7.79
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
MSCI
-15.24
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Evercore (EVR) vs. MSCI (MSCI): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Evercore (EVR) and MSCI (MSCI)
MetricEVRMSCI
P/E Ratio (TTM)15.5733.90
P/S Ratio (TTM)2.2313.58
P/B Ratio (MRQ)5.56-15.24
Free Cash Flow Yield (TTM)----