EVR vs MS
EVR: A leading independent investment bank providing elite strategic advisory, capital markets, and institutional equity services to global clients. MS: A leading global financial institution providing diversified investment banking, wealth management, and investment management services.
Side-by-side fundamentals
| Metric | EVR | MS | Edge |
|---|---|---|---|
| Price as of 2026-10-08 close | $266.75 | $187.44 | |
| Market cap | $11.7B | $294.4B | |
| P/E as of 2026-10-08 | 15.08 | 14.69 | MS lower |
| PEG as of 2026-10-08, 3-year EPS CAGR to FY2025 | 2.30 | 0.80 | MS lower |
| Net margin FY2025, SEC XBRL | +15.3% | n/a | |
| ROE FY2025, SEC XBRL | +25.5% | +15.0% | EVR higher |
| ROA FY2025, SEC XBRL | +11.0% | +1.2% | EVR higher |
| Debt / equity as of 2026-09-03 | 0.29 | 8.52 | EVR lower |
| Revenue growth (YoY) as of 2026-09-03 | +45.7% | +14.0% | EVR higher |
| Revenue CAGR (3y) SEC XBRL | +11.8% | +2.1% | EVR higher |
| Dividend yield as of 2026-09-03 | +1.4% | +2.3% | MS higher |
| Dividend streak (yrs) SEC XBRL | 17 | 16 | EVR higher |
| Beta as of 2026-09-03 | 1.81 | 1.36 | |
| 1-year return as of 2026-10-08 close | -16.1% | +20.4% | MS higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-08.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.