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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 FactSet Research Systems Inc. or Evercore 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 FactSet Research Systems Inc. and Evercore Inc. compare based on key financial metrics to determine which better meets your investment needs.
About FactSet Research Systems Inc. and Evercore Inc.
FactSet Research Systems Inc., together with its subsidiaries, operates as a financial digital platform and enterprise solutions provider for the investment community worldwide. The company provides workstations, portfolio analytics, and enterprise data solutions, as well as managed services for supporting data, performance, risk, and reporting workflows. It offers subscription-based financial data and market intelligence on securities, companies, industries, and people that enable clients to research investment ideas, as well as analyze, monitor, and manage their portfolios. The company provides its services through its configurable desktop and mobile platform, data feeds, cloud-based digital solutions, and application programming interfaces. It serves investment professionals, including institutional asset managers, bankers, wealth managers, asset owners, partners, hedge funds, corporate users, and private equity and venture capital professionals. The company was founded in 1978 and is headquartered in Norwalk, Connecticut.
Evercore Inc., together with its subsidiaries, operates as an independent investment banking firm in the Americas, Europe, Middle East, Africa, and Asia-Pacific. It 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.
Latest Capital Markets and FactSet Research Systems Inc., Evercore Inc. Stock News
As of June 27, 2025, FactSet Research Systems Inc. had a $16.8 billion market capitalization, compared to the Capital Markets median of $4.1 million. FactSet Research Systems Inc.’s stock is down 8.1% in 2025, up 4.5% in the previous five trading days and up 5.3% in the past year.
Currently, FactSet Research Systems Inc.’s price-earnings ratio is 31.9. FactSet Research Systems Inc.’s trailing 12-month revenue is $2.3 billion with a 23.3% net profit margin. Year-over-year quarterly sales growth most recently was 5.9%. Analysts expect adjusted earnings to reach $17.061 per share for the current fiscal year. FactSet Research Systems Inc. currently has a 1.0% dividend yield.
As of June 27, 2025, Evercore Inc. had a $10.4 billion market cap, putting it in the 80th percentile of all stocks. Evercore Inc.’s stock is down 3% in 2025, up 10% in the previous five trading days and up 38.28% in the past year.
Currently, Evercore Inc.’s price-earnings ratio is 25.7. Evercore Inc.’s trailing 12-month revenue is $3.1 billion with a 14.2% net profit margin. Year-over-year quarterly sales growth most recently was 19.6%. Analysts expect adjusted earnings to reach $11.257 per share for the current fiscal year. Evercore Inc. currently has a 1.2% dividend yield.
How We Compare FactSet Research Systems Inc. and Evercore 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 FactSet Research Systems Inc. and Evercore Inc.’s stock grades to see how they measure up against one another.
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