Sifting through countless of stocks in the Capital Markets industry can be tedious, and sometimes two stocks are just too similar to judge which is the better investment. If you’re on the fence about investing in Evercore Inc. or MSCI Inc. because you’re not sure how they measure up, it’s important to compare them on a few factors before making your decision.

Read on to learn how Evercore Inc. and MSCI Inc. compare based on key financial metrics to determine which better meets your investment needs.

About Evercore Inc. and MSCI Inc.

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. The Investment Banking & Equities segment offers strategic advisory services, such as mergers, and acquisitions, strategic, defense, and shareholder advisory, special committee assignments, and real estate strategic advisory; private capital advisory and fundraising, market risk management and hedging, private capital markets and debt advisory, liability management and restructuring, and equity capital markets execution and advisory services; and research, sales, and trading professionals services on a content-led platform to its institutional investor clients. The Investment Management segment provides wealth management services to high-net-worth individuals, foundations, and endowments. The company was formerly known as Evercore Partners Inc. and changed its name to Evercore Inc. in August 2017. Evercore Inc. was founded in 1995 and is headquartered in New York, New York.

MSCI Inc., together with its subsidiaries, provides research-based data, analytics, and indexes, supported by advanced technology worldwide. The Index segment provides indexes for use in various areas of the investment process, including indexed financial products, such as ETFs, mutual funds, annuities, futures, options, structured products, and over-the-counter derivatives; performance benchmarking; portfolio construction and rebalancing; and asset allocation, as well as licenses GICS and GICS Direct. The Analytics segment offers risk management, performance attribution and portfolio management content, application, an integrated view of risk and return service, and an analysis of market, credit, liquidity, counterparty, and climate risk across asset classes; managed services, including consolidation of client portfolio data, review and reconciliation of input data and results, and customized reporting; and HedgePlatform to measure, evaluate, and monitor the risk of hedge fund investments. The Sustainability and Climate segment provides products and services that help institutional investors understand how ESG impacts the long-term risk and return of their portfolio and individual security-level investments; and data, ratings, research, and tools to assist investors navigate increasing regulation. The All Other – Private Assets segment comprises private credit, real estate and infrastructure data, benchmarks, return-analytics, climate assessments and market insights; business intelligence to real estate owners, managers, developers, and brokers; and offers investment decision support tools for private capital. The Private Capital Solutions segment offers tools to help private asset investors across mission-critical workflows, such as sourcing terms and conditions, evaluating operating performance, managing risk and other activities supporting private capital investment. MSCI Inc. was incorporated in 1998 and is based in New York, New York.

Latest Capital Markets and Evercore Inc., MSCI Inc. Stock News

As of August 20, 2026, Evercore Inc. had a $11.0 billion market capitalization, compared to the Capital Markets median of $3.1 million. Evercore Inc.’s stock is down 14.2% in 2026, down 5% in the previous five trading days and down 4.88% in the past year.

Currently, Evercore Inc.’s price-earnings ratio is 16.2. Evercore Inc.’s trailing 12-month revenue is $4.7 billion with a 15.8% net profit margin. Year-over-year quarterly sales growth most recently was 18.8%. Analysts expect adjusted earnings to reach $19.540 per share for the current fiscal year. Evercore Inc. currently has a 1.2% dividend yield.

As of August 20, 2026, MSCI Inc. had a $41.3 billion market cap, putting it in the 92nd percentile of all stocks. MSCI Inc.’s stock is down 1.8% in 2026, down 1% in the previous five trading days and up 0.1% in the past year.

Currently, MSCI Inc.’s price-earnings ratio is 31.1. MSCI Inc.’s trailing 12-month revenue is $3.3 billion with a 40.7% net profit margin. Year-over-year quarterly sales growth most recently was 12.2%. Analysts expect adjusted earnings to reach $19.661 per share for the current fiscal year. MSCI Inc. currently has a 1.4% dividend yield.

How We Compare Evercore Inc. and MSCI Inc. Stock Grades

Stock evaluation requires access to huge amounts of data and the knowledge and time to sift through it all, make sense of financial ratios, read income statements and analyze recent stock movements. AAII created A+ Investor, a robust data suite that condenses data research in an actionable and customizable way suitable for investors of all knowledge levels, to help investors streamline and work through such data.

AAII’s proprietary stock grades come with A+ Investor. These offer intuitive A‐F grades for each of five key investing factors: value, growth, momentum, earnings estimate revisions and quality. Here, we’ll take a closer look at Evercore Inc. and MSCI Inc.’s stock grades to see how they measure up against one another.

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Evercore Inc. and MSCI Inc. Stock Value Grades

Company	Ticker	Value
Evercore Inc.	EVR	C
MSCI Inc.	MSCI	D

Successful stock investing involves buying low and selling high, so stock valuation is an important consideration for stock selection.

Buying stocks that are going to go up typically means buying stocks that are undervalued in the first place, although momentum investors may argue that point.

AAII’s A+ Investor Value Grade derives from a stock’s value score. The Value Score is the percentile rank of the average of the percentile ranks of the price-to-sales ratio, price-earnings ratio, enterprise-value-to-EBITDA (EV/EBITDA) ratio, shareholder yield, price-to-book-value ratio and price-to-free-cash-flow ratio. The score is variable, meaning it can consider all six ratios or, should any of the six ratios not be valid, the remaining ratios that are valid. To be assigned a Value Score, stocks must have a valid (non-null) ratio and corresponding ranking for at least two of the six valuation ratios.

Stocks with a Value Score from 81 to 100 are considered deep value, those with a score between 61 and 80 are a good value and so on.

Evercore Inc. has a Value Score of 55, which is Average. MSCI Inc. has a Value Score of 23, which is Expensive.

The Value Stock Winner: No Clear Winner

Neither Evercore Inc. or MSCI Inc. has a high enough value grade to be considered a “winner.” Investors who are considering these companies should do additional due diligence and research to see if either could be a good addition to their portfolio. It’s important to look at a wide range of financial metrics in order to determine if Evercore Inc. or MSCI Inc. is the better investment when it comes to value.

Evercore Inc. and MSCI Inc. Growth Grades

Company	Ticker	Growth
Evercore Inc.	EVR	B
MSCI Inc.	MSCI	A

The foundation of growth investing is seeking out stocks of companies exhibiting strong, consistent and prolonged growth that is expected to continue into the future.

In order to compute the growth score and assign it a letter grade, the percentile ranks for each of three components‐consistency of annual sales growth, five-year sales growth rankings adjusted for extreme levels, and consistency of positive annual cash from operations‐must be determined. These three rank figures are added together, and the sum is ranked against the entire stock universe to arrive at a company’s Growth Score to create an equal distribution of grades.

The companies in the bottom 20% of the stock universe receive Growth Grades of F, considered to be very weak, while those in the top 20% receive A grades, which are considered very strong.

Evercore Inc. has a Growth Score of 64, which is Strong. MSCI Inc. has a Growth Score of 95, which is Very Strong.

The Growth Grade Winner: MSCI Inc.

As you can clearly see from the Growth Grade breakdown above, MSCI Inc. has a more attractive growth grade than Evercore Inc.. For investors who focus solely on how a company is growing relative to other companies in the same industry, MSCI Inc. could be a good stock to add to their portfolio. However, it’s important for investors to analyze multiple factors based on a wide range of metrics before deciding whether to buy.

Evercore Inc. and MSCI Inc.’s Estimate Revisions Grades

Company	Ticker	Earnings Estimate
Evercore Inc.	EVR	C
MSCI Inc.	MSCI	D

Earnings estimate revisions scores consider the magnitude of a company’s earnings surprise in its last two reported fiscal quarters. Often, positive surprises beget further positive surprises‐or at least continued sales growth (the exact opposite is generally true, too).

Estimate revisions offer an indication of what analysts are thinking about the short-term prospects of a firm. Estimate revisions are based on the statistical significance of a firm’s last two quarterly earnings surprises and the percentage change in its consensus estimate for the current fiscal year over the past month and past three months.

Evercore Inc. has a Earnings Estimate Score of 46, which is Neutral. MSCI Inc. has a Earnings Estimate Score of 33, which is Negative.

The Earnings Estimate Revisions Stock Winner: No Clear Winner

Neither Evercore Inc. or MSCI Inc. has an Earnings Estimate Revisions Grade that could be considered a “winner.” Investors considering these companies should do additional due diligence and research to see if either could be a good addition to their portfolios. It’s important to look at a wide range of financial metrics in order to determine if Evercore Inc. or MSCI Inc. is the better investment when it comes to estimate revisions.

Other Evercore Inc. and MSCI Inc. Grades

In addition to Growth, Estimate Revisions and Value, A+ Investor also provides grades for Momentum and Quality.

Momentum grades help uncover stocks experiencing anomalously high rates of return; research finds that stocks with high relative levels of momentum tend to outperform, whereas those with low levels of momentum tend to continue underperforming.

AAII’s A+ Investor Quality Grade comes from the ranking of key metrics. Specifically, the quality grade is the percentile rank of the composite of return on assets (ROA), return on invested capital (ROIC), gross profit relative to assets, buyback yield, change in total liabilities to assets, accruals, Z double prime bankruptcy risk (Z) score and F-Score.

These 2 key factors, when combined with the above, provide a holistic view into a particular stock. Further, by joining A+ Investor you can see whether Evercore Inc. and MSCI Inc. pass any of our 60+ stock screens that have outperformed the market since their creation.

So, Which Is the Better Investment, Evercore Inc. or MSCI Inc. Stock?

Overall, Evercore Inc. stock has a Value Score of 55, Growth Score of 64 and Estimate Revisions Score of 46.

MSCI Inc. stock has a Value Score of 23, Growth Score of 95 and Estimate Revisions Score of 33.

Comparing Evercore Inc. and MSCI Inc.’s grades, scores and metrics can act as a solid basis to determine whether they may be a good investment or not. You’ll also want to look at your portfolio’s asset allocation as well as your risk tolerance and financial goals to see if either of these stocks would make a good fit for you. AAII can help you figure out which investments align with your individual needs and preferences.

Investors are encouraged to do their own due diligence and research. In this way, individuals can effectively become managers of their own assets‐without having to rely on others for financial independence. You can count on AAII for timeless articles on financial planning and stock-picking, unbiased research and actionable analysis.

A+ Investor adds to our qualitative teaching with a powerful data suite to help you whittle down investment choices to find stocks, exchange-traded funds (ETFs) or mutual funds that meet your needs.

AAII Disclaimer

We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown, because past, hypothetical or simulated performance is not necessarily indicative of future results. Before making an investment decision, you should consider your circumstances and whether the information on our content is applicable to your situation. This information was prepared in good faith, and we accept no liability for any errors or omissions. The full disclaimer can be read here.