Evercore vs UBS Which Is Superior?

Evercore and UBS are two prominent financial institutions known for their expertise in investment banking and wealth management services. Evercore has gained a reputation for its strategic advisory services, while UBS is a global powerhouse in wealth management. Both companies have a strong presence in the financial markets, with Evercore focusing on middle-market clients and UBS catering to high-net-worth individuals. Investors may consider the strengths and weaknesses of each company when evaluating their stock performance and potential for growth in the market.

Evercore or UBS?

When comparing Evercore and UBS, 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 UBS.

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 1.09%, while UBS has a dividend yield of 2.18%. Beyond the yield itself, considering the growth and sustainability of these dividends is also crucial. Evercore reports a 5-year dividend growth of 9.57% year and a payout ratio of 41.73%. On the other hand, UBS reports a 5-year dividend growth of -15.64% year and a payout ratio of 0.00%.

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 34.77 and UBS's P/E ratio at 25.10. 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 7.16 while UBS's P/B ratio is 1.16.

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 0.41%, while UBS's is 0.28%. Return on Equity (ROE) measures how effectively a company uses equity investment to generate earnings, with Evercore's ROE at 21.04% and UBS's ROE at 4.70%.

Retail Investors:

Retail investors often consider stock affordability and company familiarity. For example, day low prices are $290.49 for Evercore and $31.66 for UBS. Over the past year, Evercore's prices ranged from $153.35 to $324.06, with a yearly change of 111.32%. UBS's prices fluctuated between $26.00 and $33.34, with a yearly change of 28.21%. Brand recognition also plays a role, as familiarity with a company can influence investment decisions.