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EVR vs LAZ
Which Stock Would AI Choose? Evercore Inc. (EVR) vs. Lazard, Inc. (LAZ) Stock Comparison
Key Takeaways
- EVR boasts a larger market capitalization of approximately $13.6 billion compared to LAZ's $4.5 billion, reflecting greater scale in investment banking operations.
- Both stocks have shown positive year-to-date gains, with EVR at 1.45% and LAZ at 0.43%, amid recovering M&A (mergers and acquisitions) activity.
- Recent quarterly revenues highlight EVR's strength at $1.3 billion versus LAZ's $892 million, driving record performance for Evercore.
- Analyst price targets suggest moderate upside for both, with EVR averaging $367 and LAZ at $52, supported by recent upgrades.
- P/E ratios (price-to-earnings) are comparable at 24.5 for EVR and 22.3 for LAZ, indicating similar valuations relative to earnings.
Introduction
Evercore Inc. (EVR) and Lazard, Inc. (LAZ) are prominent independent investment banks specializing in advisory services, particularly M&A and restructuring. This stock comparison is relevant for traders monitoring financial sector momentum and investors seeking exposure to boutique firms benefiting from a rebound in dealmaking activity. In the current market environment, characterized by stabilizing interest rates and renewed corporate confidence, understanding their relative performance, valuations, and sentiment shifts aids in evaluating opportunities within investment banking.
EVR Overview and Recent Performance
Evercore Inc. operates as a premier global independent investment banking advisory firm, focusing on M&A, equity capital markets, and institutional equities. In recent market activity, EVR shares have traded around $344, near the upper end of their 52-week range of $193 to $389, reflecting resilience amid volatility. The stock has gained modestly year-to-date, supported by record Q4 revenues of $1.3 billion, up significantly year-over-year, driven by heightened advisory fees. Positive analyst revisions, including Goldman Sachs raising its price target to $374, have bolstered sentiment, with the firm maintaining a beta of 1.55 indicative of sector sensitivity.
LAZ Overview and Recent Performance
Lazard, Inc. provides financial advisory and asset management services, with a strong emphasis on M&A transactions and strategic advice to corporations and institutions. Recently, LAZ shares have hovered near $48 within a 52-week range of $37 to $59, showing upward momentum in recent weeks. Year-to-date performance stands at 0.43%, underpinned by solid Q4 revenues of $892 million and net income of $89 million, amid improving market conditions for deals. Analyst updates, such as Goldman Sachs adjusting its target to $45 while maintaining a Sell rating, reflect mixed views, with a beta of 1.41 signaling moderate volatility.
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Head-to-Head Comparison
Both EVR and LAZ center on boutique investment banking models emphasizing high-margin advisory over lending, with exposure to M&A cycles. EVR edges in scale and recent revenue growth, reporting record highs, while LAZ offers asset management diversification. Momentum favors LAZ in percentage gains over recent weeks, but EVR leads YTD and in analyst optimism. Risk profiles align with betas around 1.4-1.6, tied to economic sensitivity, though EVR's higher EPS ($14 vs. $2) suggests greater stability. Market sentiment tilts toward EVR for its outperformance across sales and profitability metrics.
Tickeron AI Verdict
Tickeron’s AI tools would currently lean toward EVR based on its superior trend consistency, larger scale, record revenue catalysts, and stronger relative positioning in recent quarters. Factors like higher market cap and positive analyst revisions provide a probabilistic edge over LAZ, though both benefit from sector tailwinds.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full Disclaimers and Limitations.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is EVR is a Hold and LAZ is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
EVR’s FA Score shows that 2 FA rating(s) are green whileLAZ’s FA Score has 2 green FA rating(s).
- EVR’s FA Score: 2 green, 3 red.
- LAZ’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
EVR’s TA Score shows that 5 TA indicator(s) are bullish while LAZ’s TA Score has 4 bullish TA indicator(s).
- EVR’s TA Score: 5 bullish, 3 bearish.
- LAZ’s TA Score: 4 bullish, 5 bearish.
Price Growth
EVR (@Investment Banks/Brokers) experienced а +2.33% price change this week, while LAZ (@Investment Banks/Brokers) price change was -0.93% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -2.25%. For the same industry, the average monthly price growth was -2.75%, and the average quarterly price growth was -6.61%.
Reported Earning Dates
EVR is expected to report earnings on Jul 29, 2026.
LAZ is expected to report earnings on Jul 23, 2026.
Industries' Descriptions
@Investment Banks/Brokers (-2.25% weekly)These banks specialize in underwriting (helping companies with debt financing or equity issuances), IPOs, facilitating mergers and other corporate reorganizations and acting as a broker or financial advisor for institutions. They might also trade securities on their own accounts. Investment banks potentially thrive on expanding its network of clients, since that could help them increase profits. Goldman Sachs, Morgan Stanley and CME Group Inc are some of the largest investment banking companies.
| EVR | LAZ | EVR / LAZ | |
| Capitalization | 14.2B | 4.17B | 341% |
| EBITDA | N/A | 485M | - |
| Gain YTD | 10.498 | -8.360 | -126% |
| P/E Ratio | 21.05 | 17.32 | 122% |
| Revenue | 4.55B | 3.26B | 140% |
| Total Cash | N/A | 1.23B | - |
| Total Debt | 1.1B | 2.16B | 51% |
EVR | LAZ | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 33 | 34 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 89 Overvalued | 11 Undervalued | |
PROFIT vs RISK RATING 1..100 | 30 | 82 | |
SMR RATING 1..100 | 22 | 27 | |
PRICE GROWTH RATING 1..100 | 41 | 54 | |
P/E GROWTH RATING 1..100 | 66 | 41 | |
SEASONALITY SCORE 1..100 | 90 | 90 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
LAZ's Valuation (11) in the Investment Banks Or Brokers industry is significantly better than the same rating for EVR (89). This means that LAZ’s stock grew significantly faster than EVR’s over the last 12 months.
EVR's Profit vs Risk Rating (30) in the Investment Banks Or Brokers industry is somewhat better than the same rating for LAZ (82). This means that EVR’s stock grew somewhat faster than LAZ’s over the last 12 months.
EVR's SMR Rating (22) in the Investment Banks Or Brokers industry is in the same range as LAZ (27). This means that EVR’s stock grew similarly to LAZ’s over the last 12 months.
EVR's Price Growth Rating (41) in the Investment Banks Or Brokers industry is in the same range as LAZ (54). This means that EVR’s stock grew similarly to LAZ’s over the last 12 months.
LAZ's P/E Growth Rating (41) in the Investment Banks Or Brokers industry is in the same range as EVR (66). This means that LAZ’s stock grew similarly to EVR’s over the last 12 months.
| EVR | LAZ | |
|---|---|---|
| RSI ODDS (%) | N/A | N/A |
| Stochastic ODDS (%) | 2 days ago 48% | 2 days ago 76% |
| Momentum ODDS (%) | 2 days ago 80% | 2 days ago 74% |
| MACD ODDS (%) | 2 days ago 82% | 2 days ago 68% |
| TrendWeek ODDS (%) | 2 days ago 72% | 2 days ago 69% |
| TrendMonth ODDS (%) | 2 days ago 72% | 2 days ago 69% |
| Advances ODDS (%) | 2 days ago 74% | 8 days ago 70% |
| Declines ODDS (%) | 28 days ago 62% | 16 days ago 71% |
| BollingerBands ODDS (%) | 2 days ago 50% | 2 days ago 70% |
| Aroon ODDS (%) | 2 days ago 67% | 2 days ago 73% |
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| ETFs / NAME | Price $ | Chg $ | Chg % |
| GVIP | 191.74 | 6.22 | +3.35% |
| Goldman Sachs Hedge Industry VIP ETF | |||
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| FlexShares ESG & Clmt US Lrg Cap Cr Idx | |||
| VUSB | 49.70 | N/A | N/A |
| Vanguard Ultra-Short Bond ETF | |||
| SCOW | 21.06 | -0.11 | -0.51% |
| Pacer S&P SmCp 600 Qul FCF Aristcrts ETF | |||
| SKYU | 33.59 | -1.24 | -3.56% |
| ProShares Ultra Cloud Computing | |||
EVR and
Correlation & Price change
A.I.dvisor indicates that over the last year, EVR has been closely correlated with MC. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if EVR jumps, then MC could also see price increases.
LAZ and
Correlation & Price change
A.I.dvisor indicates that over the last year, LAZ has been closely correlated with EVR. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if LAZ jumps, then EVR could also see price increases.
| Ticker / NAME | Correlation To LAZ | 1D Price Change % | ||
|---|---|---|---|---|
| LAZ | 100% | -1.47% | ||
| EVR - LAZ | 78% Closely correlated | +0.62% | ||
| MC - LAZ | 75% Closely correlated | -0.36% | ||
| RJF - LAZ | 75% Closely correlated | +0.51% | ||
| PIPR - LAZ | 69% Closely correlated | -0.04% | ||
| IBKR - LAZ | 66% Loosely correlated | +0.85% | ||
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