EVR vs. LAZ, IVZ, HLI, HLNE, AMG, JHG, STEP, MC, CNS, and APAM
Should you be buying Evercore stock or one of its competitors? The main competitors of Evercore include Lazard (LAZ), Invesco (IVZ), Houlihan Lokey (HLI), Hamilton Lane (HLNE), Affiliated Managers Group (AMG), Janus Henderson Group (JHG), StepStone Group (STEP), Moelis & Company (MC), Cohen & Steers (CNS), and Artisan Partners Asset Management (APAM). These companies are all part of the "investment advice" industry.
Evercore (NYSE:EVR) and Lazard (NYSE:LAZ) are both mid-cap finance companies, but which is the superior stock? We will contrast the two companies based on the strength of their valuation, media sentiment, analyst recommendations, risk, dividends, institutional ownership, earnings, community ranking and profitability.
86.2% of Evercore shares are held by institutional investors. Comparatively, 54.8% of Lazard shares are held by institutional investors. 8.7% of Evercore shares are held by company insiders. Comparatively, 3.9% of Lazard shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.
Evercore has a beta of 1.44, meaning that its stock price is 44% more volatile than the S&P 500. Comparatively, Lazard has a beta of 1.46, meaning that its stock price is 46% more volatile than the S&P 500.
Lazard received 109 more outperform votes than Evercore when rated by MarketBeat users. Likewise, 64.61% of users gave Lazard an outperform vote while only 64.07% of users gave Evercore an outperform vote.
In the previous week, Lazard had 5 more articles in the media than Evercore. MarketBeat recorded 19 mentions for Lazard and 14 mentions for Evercore. Lazard's average media sentiment score of 0.97 beat Evercore's score of 0.16 indicating that Lazard is being referred to more favorably in the news media.
Evercore pays an annual dividend of $3.04 per share and has a dividend yield of 1.6%. Lazard pays an annual dividend of $2.00 per share and has a dividend yield of 5.1%. Evercore pays out 47.7% of its earnings in the form of a dividend. Lazard pays out -206.2% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Lazard is clearly the better dividend stock, given its higher yield and lower payout ratio.
Evercore currently has a consensus target price of $180.67, indicating a potential downside of 2.34%. Lazard has a consensus target price of $45.67, indicating a potential upside of 16.76%. Given Lazard's stronger consensus rating and higher probable upside, analysts plainly believe Lazard is more favorable than Evercore.
Evercore has higher earnings, but lower revenue than Lazard. Lazard is trading at a lower price-to-earnings ratio than Evercore, indicating that it is currently the more affordable of the two stocks.
Evercore has a net margin of 10.53% compared to Lazard's net margin of -2.93%. Evercore's return on equity of 16.46% beat Lazard's return on equity.
Summary
Lazard beats Evercore on 11 of the 20 factors compared between the two stocks.
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This chart shows the number of new MarketBeat users adding EVR and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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