COMP <GO>
EVR vs MS // FREE CASH FLOW YIELD
Evercore Inc. (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: EVR 8
— MS 4
▲ FREE CASH FLOW YIELD LEADER: EVR
LAST: $297.59 (+1.78%) • MKT CAP: $11.44B
fcf-yield
9.45%
LAST: $190.00 (-0.07%) • MKT CAP: $298.41B
fcf-yield
-7.25%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (EVR VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | EVR | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 30.30% | 3.00% | +27.30 | EVR | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.0x | 31.0x | -18.00 | EVR | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 9.45% | -7.25% | +16.70 | EVR | /fcf-yield <GO> |
| Operating Margin | 18.60% | 24.60% | -6.00 | MS | /operating-margins <GO> |
| Net Profit Margin | 15.30% | 20.20% | -4.90 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | 29.50% | 5.50% | +24.00 | EVR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.26% | 2.21% | -0.95 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 5/9 | +4.00 | EVR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 67.6 | 51.0 | +16.60 | EVR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.15 | 1.04 | +0.11 | EVR | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.2x | 16.5x | -0.30 | EVR | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $11.44B | $298.41B | -$286.96B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | EVR REV | MS REV | EVR GROSS % | MS GROSS % | EVR FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.88B | $0 | — | — | $1.08B | -$17.89B |
| FY 2024 | $3.00B | $0 | — | — | $853.3M | $1.36B |
| FY 2023 | $2.44B | $0 | — | — | $348.0M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
EVR // BETA 1.15
MS // BETA 1.04