Evercore (EVR) vs Morningstar (MORN)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Morningstar (MORN) has outperformed Evercore (EVR) over the past year, losing 11.2% versus a loss of 16.1%. Over five years, EVR leads with a +72.7% price change compared with -26.1% for MORN. Evercore is the larger company by market cap ($10.26 billion vs $7.61 billion), about 1.3 times the size.
On valuation, Evercore trades at a lower forward P/E (12.4x vs 14.5x for Morningstar). Evercore offers the higher dividend yield (1.30% vs 0.96%). Morningstar converts more of its revenue into profit, with a net margin of 15.3% versus 15.3%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | EVR | MORN |
|---|---|---|
| Share price | $266.75 | $202.74 |
| Market cap | $10.26B | $7.61B |
| 1-day change | -0.19% | +1.04% |
| YTD return | -21.60% | -6.70% |
| 1-year return | -16.12% | -11.17% |
| 5-year return | +72.69% | -26.12% |
| P/E ratio (TTM) | 15.02 | 19.29 |
| Forward P/E | 12.37 | 14.48 |
| EPS (TTM) | $17.76 | $10.51 |
| Dividend yield | 1.30% | 0.96% |
| Annual dividend | $3.46 | $1.96 |
| Revenue (latest FY) | $3.88B | $2.45B |
| Revenue growth (YoY) | +29.49% | +7.49% |
| Net income (latest FY) | $591.92M | $374.20M |
| Gross margin | — | 61.03% |
| Operating margin | — | 21.53% |
| Net margin | 15.26% | 15.30% |
| 52-week high | $388.71 | $228.95 |
| 52-week low | $251.13 | $141.49 |
| Distance from 52-week high | -31.38% | -11.45% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +29.45% | +16.74% |
| Average volume | 514.96K | 336.48K |
| Shares outstanding | 38.46M | 37.51M |
| Employees | 2,715 | 10,973 |
| Sector | Finance | Finance |
| Industry | Investment Managers | Investment Managers |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Morningstar trades at a higher earnings multiple (19.3x vs 15.0x trailing P/E).
- Evercore grew revenue faster in its latest fiscal year (+29.49% vs +7.49%).
About Evercore
EVR stock →Evercore Inc., together with its subsidiaries, operates as an independent investment banking firm in the Americas, Europe, Middle East, Africa, and Asia-Pacific. The company operates through two segments, Investment Banking & Equities, and Investment Management.
Finance · Investment Managers · 2,715 employees
About Morningstar
MORN stock →Morningstar, Inc. provides independent investment insights for investors in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally.
Finance · Investment Managers · 10,973 employees
EVR vs MORN FAQ
Which is bigger, Evercore or Morningstar?
Evercore (EVR) is larger, with a market capitalization of $10.26B compared with $7.61B for Morningstar (MORN).
Which stock has performed better over the past year, EVR or MORN?
MORN returned -11.17% over the past 12 months, compared with -16.12% for EVR (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, EVR or MORN?
EVR has the lower trailing P/E at 15.0, versus 19.3 for MORN. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Evercore or Morningstar?
Evercore has the higher yield at 1.30%, compared with 0.96% for Morningstar.
Are Evercore and Morningstar in the same industry?
Yes. Both are classified in the Investment Managers industry within the Finance sector.