Evercore vs MS Which Is More Attractive?

Evercore and Morgan Stanley are two leading investment banks that are highly regarded in the financial sector. Evercore, known for its expertise in M&A advisory, asset management, and restructuring services, has seen strong performance in recent years. On the other hand, Morgan Stanley, a powerhouse in wealth management, investment banking, and trading, has a long-standing reputation for delivering consistent results for its clients. Both stocks have shown resilience despite market fluctuations, making them attractive options for investors seeking stability and growth potential.

Evercore or MS?

When comparing Evercore and MS, different investors may prioritize various metrics based on their investment strategies and goals. So, ask yourself what type of investor you are. This will guide you in determining which metrics are most important for your investment decision between Evercore and MS.

Dividend Investors:

Dividend investors look for stable and growing income streams, using dividend metrics to assess potential investments. A company's dividend yield essentially measures the size of its dividend relative to the total market value of the company. Evercore has a dividend yield of 1.44%, while MS has a dividend yield of 5.41%. Beyond the yield itself, considering the growth and sustainability of these dividends is also crucial. Evercore reports a 5-year dividend growth of 7.12% year and a payout ratio of 35.91%. On the other hand, MS reports a 5-year dividend growth of 0.00% year and a payout ratio of 68.74%.

Value Investors:

Value investors focus on financial metrics to determine a stock's intrinsic value compared to its market value. The Price-to-Earnings (P/E) Ratio links stock price to a company's earnings per share, with Evercore P/E ratio at 22.58 and MS's P/E ratio at 8.48. Another crucial valuation metric is the Price-to-Book (P/B) Ratio, which compares stock price with book value per share. Evercore P/B ratio is 5.00 while MS's P/B ratio is 1.03.

Growth Investors:

Growth investors prioritize metrics indicative of a company's expansion potential. Focusing on top-line growth, Evercore has seen a 5-year revenue growth of 0.56%, while MS's is -0.10%. Return on Equity (ROE) measures how effectively a company uses equity investment to generate earnings, with Evercore's ROE at 24.31% and MS's ROE at 12.35%.

Retail Investors:

Retail investors often consider stock affordability and company familiarity. For example, day low prices are $216.40 for Evercore and HK$1.07 for MS. Over the past year, Evercore's prices ranged from $175.24 to $324.06, with a yearly change of 84.92%. MS's prices fluctuated between HK$0.73 and HK$1.24, with a yearly change of 69.86%. Brand recognition also plays a role, as familiarity with a company can influence investment decisions.