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EVR vs PWP
Which Stock Would AI Choose? Evercore Inc. (EVR) vs. Perella Weinberg Partners (PWP) Stock Comparison
Key Takeaways
- Both EVR and PWP have delivered strong recent monthly gains of around 20-27%, reflecting positive momentum in investment banking advisory fees.
- EVR shows superior long-term performance with a one-year return of approximately 75%, compared to PWP's 24-40%.
- EVR commands a larger market capitalization of about $13.6 billion versus PWP's roughly $1.9-2 billion, indicating greater scale.
- EVR trades at a lower price-to-earnings (P/E) ratio of around 24.5, suggesting a relatively more attractive valuation than PWP's approximately 45.
- Year-to-date, PWP leads with gains near 22%, while EVR is up modestly at about 1%, highlighting short-term relative strength for PWP.
- Both stocks benefit from cyclical M&A (mergers and acquisitions) activity but face risks from market volatility in capital markets.
Introduction
Evercore Inc. (EVR) and Perella Weinberg Partners (PWP) are prominent independent investment banking firms specializing in advisory services. This stock comparison examines their business models, recent market performance, and positioning within the financial services sector. Traders seeking exposure to boutique investment banks focused on high-value M&A transactions and restructuring advisory may find insights here, particularly amid fluctuating deal volumes and economic uncertainty. Investors tracking relative performance in capital markets stocks can assess growth drivers, valuation differences, and momentum shifts to inform portfolio decisions in today's environment.
EVR Overview and Recent Performance
Evercore Inc. (EVR) operates as a premier global independent investment banking advisory firm, offering services in mergers and acquisitions (M&A), strategic advisory, restructuring, and equity capital markets, complemented by institutional equities and wealth management. In recent market activity, EVR shares have exhibited resilience, posting gains of about 21% over the past month amid broader sector recovery. Year-to-date performance remains modestly positive at around 1%, while one-year returns exceed 74%, driven by robust advisory fee growth and strong quarterly results. Sentiment has been bolstered by elevated M&A activity and favorable analyst updates, though shares have faced periodic pullbacks tied to market-wide volatility. The firm's scale and diversified revenue streams have supported steady positioning.
PWP Overview and Recent Performance
Perella Weinberg Partners (PWP) is an independent advisory firm delivering strategic and financial advice on M&A, governance, and financing matters to corporations, institutions, and governments. Recent weeks have seen PWP shares surge approximately 20-27% in the past month, fueled by improved revenue visibility and market optimism around dealmaking. Year-to-date gains stand at about 22%, outpacing peers in the short term, though one-year returns range from 24-40%. Performance reflects cyclical upticks in advisory demand, with recent valuation discussions highlighting revenue growth to around $751 million, tempered by sensitivity to economic cycles and competition.
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Head-to-Head Comparison
Both EVR and PWP share elite boutique business models centered on high-margin advisory, with heavy reliance on M&A volumes as primary growth drivers. EVR differentiates through broader diversification into equities research and wealth management, contributing to more stable revenue versus PWP's pure-play advisory focus. Recent momentum is comparable short-term, but EVR's larger scale reduces risk from deal pipeline fluctuations. Valuation trade-offs favor EVR's lower P/E amid similar sector exposure to capital markets volatility. Market sentiment leans positive for both on M&A tailwinds, though PWP exhibits higher beta, amplifying upside and downside in uncertain environments.
Tickeron AI Verdict
Tickeron’s AI currently favors EVR with higher probability for sustained outperformance, owing to its trend consistency over longer horizons, greater scale for stability, and more compelling valuation relative to growth prospects in advisory services. While PWP shows short-term vigor, EVR's positioning offers better risk-reward in the prevailing market landscape.
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 Hold and PWP 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 2 FA rating(s) are green whilePWP’s FA Score has 2 green FA rating(s).
- EVR’s FA Score: 2 green, 3 red.
- PWP’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 PWP’s TA Score has 6 bullish TA indicator(s).
- EVR’s TA Score: 5 bullish, 3 bearish.
- PWP’s TA Score: 6 bullish, 2 bearish.
Price Growth
EVR (@Investment Banks/Brokers) experienced а +2.33% price change this week, while PWP (@Investment Banks/Brokers) price change was +0.06% 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.
PWP is expected to report earnings on Jul 30, 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 | PWP | EVR / PWP | |
| Capitalization | 14.5B | 1.17B | 1,241% |
| EBITDA | N/A | 45.1M | - |
| Gain YTD | 10.498 | -6.716 | -156% |
| P/E Ratio | 21.05 | 64.08 | 33% |
| Revenue | 4.55B | 688M | 662% |
| Total Cash | N/A | 77.7M | - |
| Total Debt | 1.1B | 182M | 603% |
EVR | ||
|---|---|---|
OUTLOOK RATING 1..100 | 33 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 89 Overvalued | |
PROFIT vs RISK RATING 1..100 | 30 | |
SMR RATING 1..100 | 22 | |
PRICE GROWTH RATING 1..100 | 41 | |
P/E GROWTH RATING 1..100 | 66 | |
SEASONALITY SCORE 1..100 | 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.
| EVR | PWP | |
|---|---|---|
| RSI ODDS (%) | N/A | 2 days ago 90% |
| Stochastic ODDS (%) | 2 days ago 48% | 2 days ago 78% |
| Momentum ODDS (%) | 2 days ago 80% | 2 days ago 68% |
| MACD ODDS (%) | 2 days ago 82% | 2 days ago 70% |
| TrendWeek ODDS (%) | 2 days ago 72% | 2 days ago 74% |
| TrendMonth ODDS (%) | 2 days ago 72% | 2 days ago 73% |
| Advances ODDS (%) | 2 days ago 74% | 8 days ago 73% |
| Declines ODDS (%) | 28 days ago 62% | 6 days ago 74% |
| BollingerBands ODDS (%) | 2 days ago 50% | 2 days ago 83% |
| Aroon ODDS (%) | 2 days ago 67% | 2 days ago 74% |
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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.
PWP and
Correlation & Price change
A.I.dvisor indicates that over the last year, PWP has been closely correlated with PIPR. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if PWP jumps, then PIPR could also see price increases.