MC vs EVR Stock Comparison: AI Score, Valuation, Performance and Upside
MC (Moelis & Company) and EVR (Evercore) are both premier independent investment banks focused primarily on M&A advisory — Moelis is Ken Moelis's founder-led pure-play advisory firm with particular strength in private equity sponsor relationships and cross-border transactions, while Evercore is the largest independent advisor by revenue with the additional Evercore ISI equities research business providing revenue diversification beyond pure advisory.
MC vs EVR is founder-led pure-play advisory firm with deep PE sponsor relationships and cross-border strength (Moelis & Company's Ken Moelis personal brand, sponsor coverage as deal source, and global presence in 20+ cities — highly correlated with PE M&A cycle and sponsor deal activity) versus the largest elite boutique with equities research diversification (Evercore's 200+ MDs, Evercore ISI institutional equity revenue, consistent M&A league table leadership, and advisory breadth — managing M&A cycle exposure with research business as partial hedge).
EVR holds the edge across 3 of 5 key metrics in this comparison. MC has delivered stronger 1-year price return (-16.05% vs -20.74%), though EVR has the better forward P/E setup (12.80x vs 17.32x for MC). On fundamentals, EVR is growing revenue faster (18.80%), while MC maintains the higher operating margin (17.79%) — a classic growth-versus-profitability split. Analyst consensus implies meaningfully more upside for EVR (+25.94%) than for MC (+6.01%).
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
- Want pure-play independent investment banking advisory exposure with Ken Moelis's personal brand and PE sponsor relationship strength as the core competitive asset
- Value Moelis's global footprint and cross-border M&A capability as providing advisory advantages in international transactions where independent status is most valued
- Believe Moelis's founder-aligned culture and aggressive managing director recruitment will continue to generate above-average advisory productivity relative to its boutique size
- Want the largest elite boutique advisory platform with Evercore ISI equities research providing revenue diversification beyond pure M&A advisory cyclicality
- Value Evercore's consistent top-3 M&A advisory ranking and 200+ managing director platform as providing the broadest advisory coverage among elite boutique peers
- Prefer Evercore's relative scale, institutional equities research, and wealth management businesses as providing multiple revenue streams that reduce pure M&A cycle exposure vs. smaller boutiques
| Metric | MC | EVR |
|---|---|---|
| AI scorei | 46.8 | 47.4 |
| AI ranki | #1813 | #568 |
| Latest closei | $55.32 | $256.62 |
| 1M returni | -9.21% | -5.24% |
| 3M returni | -19.33% | -26.62% |
| 6M returni | -15.83% | -28.22% |
| 1Y returni | -16.05% | -20.74% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | MC | EVR |
|---|---|---|
| 1Y ago | $8.75K (-12.5%) started 2025-10-15 | $8.12K (-18.8%) started 2025-10-16 |
| 5Y ago | $13.68K (+36.8%) started 2021-10-15 | $16.41K (+64.1%) started 2021-10-18 |
| 10Y ago | $130.56K (+1205.6%) started 2016-10-17 | $49.59K (+395.9%) started 2016-10-17 |
Hypothetical — past performance does not guarantee future results.
| Metric | MC | EVR |
|---|---|---|
| Market capi | $5.03B | $11.11B |
| Trailing P/Ei | 23.66 | 16.28 |
| Forward P/Ei | 17.32 | 12.80 |
| Price/Salesi | N/A | N/A |
| EV/Revenuei | 3.26 | 2.37 |
| Analyst targeti | $72.00 | $363.90 |
| Target upsidei | +6.01% | +25.94% |
| Metric | MC | EVR |
|---|---|---|
| Revenue growthi | 12.00% | 18.80% |
| Earnings growthi | 17.10% | -1.70% |
| EPS growthi | +17.10% | -1.70% |
| FCF margini | N/A | N/A |
| Operating margini | 17.79% | 16.96% |
| Profit margini | 14.50% | 15.82% |
| ROIC proxyi | 41.45% | 39.50% |
| Return on equityi | 41.45% | 39.50% |
| Dividend yieldi | 3.89% | 1.24% |
| Payout ratioi | 90.59% | 19.20% |
| Dividend growth streaki | 1 yr | N/A |
| Betai | 1.84 | 1.50 |
| Debt/equityi | 40.95 | 50.18 |
| Current ratioi | 1.17 | 1.83 |
| Quick ratioi | 1.16 | 1.60 |
Over the past year, MC and EVR have moved strongly in the same direction (correlation of 0.84), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | MC | EVR |
|---|---|---|---|
| 1Y | Growthi | -16.05% | -18.78% |
| CAGRi | -16.06% | -18.81% | |
| Volatilityi | 37.52% | 37.27% | |
| Sharpe ratioi | -0.40 | -0.49 | |
| Sortino ratioi | -0.53 | -0.63 | |
| Max drawdowni | 33.26% | 33.58% | |
| Current drawdowni | 26.70% | 33.02% | |
| Avg drawdowni | 13.14% | 13.56% | |
| Ulcer Indexi | 15.44% | 16.72% | |
| Max daily dropi | 7.53% | 10.51% | |
| Max wkly dropi | 13.09% | 11.75% | |
| 5Y | Growthi | +1.64% | +64.14% |
| CAGRi | +0.33% | +10.43% | |
| Volatilityi | 37.57% | 36.22% | |
| Sharpe ratioi | 0.08 | 0.33 | |
| Sortino ratioi | 0.11 | 0.47 | |
| Max drawdowni | 53.06% | 50.80% | |
| Current drawdowni | 26.93% | 33.02% | |
| Avg drawdowni | 23.35% | 17.92% | |
| Ulcer Indexi | 27.21% | 22.31% | |
| Max daily dropi | 11.96% | 15.48% | |
| Max wkly dropi | 17.82% | 18.44% | |
| 10Y | Growthi | +368.40% | +395.88% |
| CAGRi | +16.71% | +17.37% | |
| Volatilityi | 36.20% | 36.79% | |
| Sharpe ratioi | 0.49 | 0.50 | |
| Sortino ratioi | 0.69 | 0.71 | |
| Max drawdowni | 58.26% | 68.90% | |
| Current drawdowni | 26.93% | 33.02% | |
| Avg drawdowni | 21.52% | 17.98% | |
| Ulcer Indexi | 27.30% | 23.46% | |
| Max daily dropi | 16.71% | 15.48% | |
| Max wkly dropi | 22.98% | 30.86% |
| Category | MC | EVR |
|---|---|---|
| Company | Moelis & Company | Evercore Inc. |
| Sector | Financial Services | Financial Services |
| Industry | Capital Markets | Capital Markets |
| Core business | Moelis & Company is an independent global investment bank providing M&A advisory, restructuring advisory, recapitalization, and capital markets advisory services to corporations, private equity funds, and governments. Moelis was founded in 2007 by Ken Moelis (former UBS Investment Banking head) who personally built the firm around a relationship-driven advisory culture. Moelis has particular strength in private equity sponsor coverage (advising private equity firms on portfolio company M&A, both buy-side and sell-side), cross-border M&A (with offices in New York, Los Angeles, London, Dubai, Frankfurt, Paris, Sydney, and other global cities), and restructuring advisory. Moelis operates as a pure-play advisory firm with no underwriting, trading, or balance sheet business. | Evercore Inc. is one of the largest independent investment banks, providing financial advisory services through two primary segments: Investment Banking (M&A advisory, restructuring, capital markets advisory, and private equity advisory) and Investment Management (wealth management and institutional asset management). Evercore is also unique among boutique investment banks for operating Evercore ISI — an institutional equities research and sales business with extensive equity research coverage; Evercore ISI provides stock research to institutional investors who pay for it through trading commissions, generating revenue outside of purely transaction-based advisory fees. Evercore was founded by Roger Altman (former Treasury Deputy Secretary) in 1995. |
| Investor focus | Investors track Moelis's fee revenue (correlated with M&A volume and sponsor deal activity), number of managing directors and productivity, restructuring revenue (counter-cyclical), and capital return (dividends and buybacks). | Investors track Evercore's advisory revenue (M&A cycles), Evercore ISI research and equities revenue (institutional commission revenue), wealth management AUM, number of advisory managing directors, and operating margins. |
- Private equity sponsor relationships are a powerful deal source in a PE-driven M&A market — private equity funds are among the most frequent M&A buyers and sellers; building deep relationships with major PE sponsors (Blackstone, KKR, Apollo, Carlyle) provides Moelis with continuous repeat business as PE sponsors buy, add-on, and sell portfolio companies
- Ken Moelis's personal brand and relationships attract top bankers and clients — Ken Moelis has decades of top-tier investment banking relationships built at Drexel Burnham, Donaldson Lufkin & Jenrette, and UBS; his personal reputation and the culture he has built attract senior bankers who could work anywhere
- Global footprint enables cross-border M&A where independent advisors have the most advantage — cross-border deals (U.S. company buying a European company, or vice versa) are where independent advisors shine; bulge-bracket banks with conflicting relationships in both countries can lose mandates to independent advisors who appear neutral
- Evercore ISI equities research provides revenue diversification beyond pure M&A advisory — institutional research and equities trading revenue is less cyclical than M&A advisory; in years when M&A deal flow is slow, Evercore ISI provides a revenue cushion; this diversification is unique among elite boutiques
- Largest independent advisory platform by revenue provides breadth and talent attraction — Evercore's scale (approximately 200+ MDs, consistently generating $2-3B+ advisory revenue at peak) attracts senior bankers across many industries and geographies; broader coverage creates more cross-sell opportunities
- Consistent top-3 ranking in M&A league tables validates advisory quality — Evercore is consistently ranked among the top independent advisory firms in M&A advisory; league table recognition validates quality and attracts new mandates from companies that use rankings to screen potential advisors
- Revenue concentration in sponsor-related M&A creates cyclicality tied to PE deal activity — when interest rates rise, PE leverage becomes more expensive and PE M&A activity slows significantly; Moelis's sponsor focus means its revenue is highly correlated with PE transaction volumes, which can fall 30-50% in rate-driven downturns
- Key person risk from Ken Moelis — while Moelis has built a broader team, Ken Moelis is still the central relationship anchor for many major clients; any change in his involvement could affect client relationships
- Smaller than Evercore in advisory revenue and managing director count — Moelis has approximately 150+ MDs vs. Evercore's 200+ MDs; smaller scale means less coverage breadth and fewer mandates in aggregate
- M&A market cyclicality affects Evercore more than restructuring-heavy peers — Evercore's restructuring practice is smaller relative to peers like Houlihan Lokey and Lazard; Evercore is more dependent on a healthy M&A market for revenue
- Integration of Evercore ISI equities business creates operational complexity — managing a research and equities trading business alongside pure advisory requires different management skills, risk management, and regulatory compliance; integrating two different cultures (advisory vs. trading) is an ongoing management challenge
- Competition for top advisory MDs is intense across elite boutiques and bulge-bracket banks — senior advisory bankers who generate hundreds of millions in fees are highly sought after; retention through partnership and compensation is critical; losing a top MD means losing relationships and mandates
Compare more than two at a time
This page is a fixed writeup on MC and EVR. Our comparison engine is the interactive version: load up to five tickers, switch timeframes, and get the correlation, drawdown, and overlap analysis that a static page can't show.
Add three more names beside MC and EVR, mixing stocks and ETFs in the same table — useful when the real question is which of a whole peer group to own.
AI score, forward P/E, analyst target upside, operating margin, and revenue growth are scored head-to-head, with a running tally of which ticker leads on how many metrics.
Volatility, Sharpe and Sortino ratios, maximum, current, and average drawdown, Ulcer Index, and worst single-day and single-week drops across every timeframe.
Pairwise daily-return correlation for every combination, so you can see whether two holdings actually diversify each other or just move together.
A scatter plot of forward P/E against return on equity, plus drawdown and 30-day rolling volatility charts, to separate what is cheap from what is merely beaten down.
For ETFs, a top-holdings comparison that exposes hidden overlap between funds. Every comparison exports to CSV for your own spreadsheet work.
Two comparisons a week are free without an account. A 14-day trial removes the limit and adds AI price forecasts, stock rankings, saved watchlists, and the intrinsic value calculator — no credit card required.
Want deeper AI forecasts?
This comparison page is public and free forever. Subscribers can unlock saved watchlists, full AI rankings, detailed forecasts, and interactive analysis tools.