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EVR vs MS
Which Stock Would AI Choose? Evercore Inc. (EVR) vs. Morgan Stanley (MS) Stock Comparison
Key Takeaways
- EVR remains YTD nearly flat at around 0.3%, reflecting volatility in boutique investment banking, while MS has gained about 7.8% YTD, supported by diversified revenue streams.
- EVR's trailing P/E ratio stands at approximately 24.8, higher than MS's 17.4, indicating MS trades at a relative discount.
- Recent market activity shows EVR with strong quarterly revenue growth but share price pullbacks, contrasting MS's steady climb amid positive analyst sentiment.
- EVR focuses on high-margin advisory services as a boutique firm with $13.8 billion market cap, while MS leverages a broader platform including wealth management.
- Analyst price targets suggest modest upside for both: around 6-7% for EVR to $366 and similar for MS to $202.
Introduction
Evercore Inc. (EVR) and Morgan Stanley (MS) represent contrasting models within the investment banking sector: a specialized boutique advisory firm versus a global financial powerhouse with extensive diversification. This stock comparison is particularly relevant for investors and traders eyeing financial services amid fluctuating dealmaking activity and interest rate dynamics. By examining recent performance, valuations, and market positioning, readers can assess relative strengths in today's environment, where stability and growth drivers are key considerations for portfolio allocation.
EVR Overview and Recent Performance
Evercore Inc. (EVR) is an independent investment banking advisory firm specializing in mergers and acquisitions (M&A), restructuring, and capital advisory services. With a market capitalization of approximately $13.8 billion, it operates a boutique model emphasizing high-margin activities. In recent quarters, EVR reported record revenues, including $1.3 billion in Q4 2025, up 32% year-over-year, driven by robust advisory demand. Stock performance has been volatile in recent weeks, with shares trading around $348 after gains of over 13% in the past month but remaining nearly flat YTD at 0.3%. Sentiment reflects sensitivity to M&A cycles and broader market rotations away from high-beta financials, tempered by strong long-term returns exceeding 65% over the past year.
MS Overview and Recent Performance
Morgan Stanley (MS) is a leading global financial services firm offering investment banking, sales and trading, and wealth management (with significant assets under management, or AUM). Its diversified model provides revenue stability beyond cyclical advisory fees. Shares have shown resilience, advancing about 18% over the recent month and 7.8% YTD to around $190, outperforming in recent market activity. Key influences include optimistic outlooks on equities, supported by strong earnings per share (EPS) growth projections, and steady wealth management inflows. Performance contrasts with minor dips earlier in recent weeks, bolstered by a Zacks Rank #2 (Buy) and analyst upgrades.
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Head-to-Head Comparison
EVR and MS both thrive in investment banking but differ sharply in scale and diversification. EVR's boutique focus yields higher margins from advisory but exposes it more to M&A volatility, while MS's wealth management (AUM exceeding trillions) and trading provide buffers against deal slowdowns. Growth drivers for EVR hinge on transaction volumes, contrasting MS's net interest income (NII) and client flows. Recent momentum favors MS with steadier gains, though EVR boasts superior one-year returns. Risk profiles show EVR as higher beta amid sector exposure, versus MS's balanced positioning. Market sentiment leans positive for both, with analysts citing catalysts like rate cuts, but MS benefits from broader appeal.
Tickeron AI Verdict
Tickeron's AI currently favors MS over EVR in relative terms, based on superior YTD momentum, lower trailing P/E valuation, and diversified revenue stability amid uncertain dealmaking trends. While EVR offers growth potential from advisory rebounds, MS's positioning suggests higher probability of outperformance in the near term, supported by analyst consensus and market resilience.
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 disclaimer. 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 Buy and MS is a Buy.
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 1 FA rating(s) are green whileMS’s FA Score has 4 green FA rating(s).
- EVR’s FA Score: 1 green, 4 red.
- MS’s FA Score: 4 green, 1 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 4 TA indicator(s) are bullish while MS’s TA Score has 4 bullish TA indicator(s).
- EVR’s TA Score: 4 bullish, 4 bearish.
- MS’s TA Score: 4 bullish, 3 bearish.
Price Growth
EVR (@Investment Banks/Brokers) experienced а -0.42% price change this week, while MS (@Investment Banks/Brokers) price change was +1.89% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -5.89%. For the same industry, the average monthly price growth was -5.21%, and the average quarterly price growth was -14.37%.
Reported Earning Dates
EVR is expected to report earnings on Jul 29, 2026.
MS is expected to report earnings on Jul 15, 2026.
Industries' Descriptions
@Investment Banks/Brokers (-5.89% 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 | MS | EVR / MS | |
| Capitalization | 13.1B | 344B | 4% |
| EBITDA | N/A | N/A | - |
| Gain YTD | 0.273 | 20.680 | 1% |
| P/E Ratio | 19.10 | 19.20 | 100% |
| Revenue | 4.55B | 68.8B | 7% |
| Total Cash | N/A | 4.29B | - |
| Total Debt | 1.16B | 394B | 0% |
EVR | MS | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 72 | 40 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 87 Overvalued | 90 Overvalued | |
PROFIT vs RISK RATING 1..100 | 34 | 8 | |
SMR RATING 1..100 | 21 | 7 | |
PRICE GROWTH RATING 1..100 | 43 | 11 | |
P/E GROWTH RATING 1..100 | 69 | 31 | |
SEASONALITY SCORE 1..100 | 75 | 50 |
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.
EVR's Valuation (87) in the Investment Banks Or Brokers industry is in the same range as MS (90). This means that EVR’s stock grew similarly to MS’s over the last 12 months.
MS's Profit vs Risk Rating (8) in the Investment Banks Or Brokers industry is in the same range as EVR (34). This means that MS’s stock grew similarly to EVR’s over the last 12 months.
MS's SMR Rating (7) in the Investment Banks Or Brokers industry is in the same range as EVR (21). This means that MS’s stock grew similarly to EVR’s over the last 12 months.
MS's Price Growth Rating (11) in the Investment Banks Or Brokers industry is in the same range as EVR (43). This means that MS’s stock grew similarly to EVR’s over the last 12 months.
MS's P/E Growth Rating (31) in the Investment Banks Or Brokers industry is somewhat better than the same rating for EVR (69). This means that MS’s stock grew somewhat faster than EVR’s over the last 12 months.
| EVR | MS | |
|---|---|---|
| RSI ODDS (%) | N/A | 1 day ago 69% |
| Stochastic ODDS (%) | 1 day ago 55% | 1 day ago 60% |
| Momentum ODDS (%) | 1 day ago 66% | 1 day ago 66% |
| MACD ODDS (%) | 1 day ago 60% | 1 day ago 56% |
| TrendWeek ODDS (%) | 1 day ago 62% | 1 day ago 66% |
| TrendMonth ODDS (%) | 1 day ago 72% | 1 day ago 61% |
| Advances ODDS (%) | 5 days ago 73% | 5 days ago 64% |
| Declines ODDS (%) | 11 days ago 62% | N/A |
| BollingerBands ODDS (%) | 6 days ago 74% | 1 day ago 63% |
| Aroon ODDS (%) | 1 day ago 67% | 1 day ago 50% |
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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.
MS and
Correlation & Price change
A.I.dvisor indicates that over the last year, MS has been closely correlated with GS. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if MS jumps, then GS could also see price increases.