Stock comparison
Pathward Financial
Palomar Holdings
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
CASH
Pathward Financial
Market cap
$1.74B
Sector
Financials
PLMR
Palomar Holdings
Market cap
$3.07B
Sector
Financials
Overall winner
Palomar Holdings PLMR
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | CASH | PLMR | Winner |
|---|---|---|---|
| Warren Buffett | 69B | 73B | PLMR |
| Benjamin Graham | 55C | 63C | PLMR |
| Philip Fisher | 61C | 74B | PLMR |
| Peter Lynch | 36D | 60C | PLMR |
| Joel Greenblatt | 22F | 31F | PLMR |
| Charlie Munger | 55C | 56C | PLMR |
| Terry Smith | 62C | 57C | CASH |
Side-by-side metrics
| Metric | CASH | PLMR |
|---|---|---|
| Market cap | $1.74B | $3.07B |
| P/E (TTM) | 9.2x | 14.9x |
| EV/EBIT | 7.2x | 12.5x |
| ROIC (TTM) | 2.67% | 11.53% |
| Gross margin | 91.94% | 60.65% |
| Net margin | 24.52% | 20.15% |
| Revenue CAGR 5y | 7.39% | 37.12% |
| EPS CAGR 5y | 15.92% | 42.39% |
| Debt / Equity | 0.1x | 0.3x |
| Dividend yield | 0.25% | 0.0% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
CASH leads on
- Dividend yield0.25%vs 0.0%+100%
- Debt / Equity0.1xvs 0.3x+77%
- EV/EBIT7.2xvs 12.5x+43%
- P/E (TTM)9.2xvs 14.9x+38%
PLMR leads on
- Revenue CAGR 5y37.12%vs 7.39%+80%
- ROIC (TTM)11.53%vs 2.67%+77%
- EPS CAGR 5y42.39%vs 15.92%+62%
- Market cap$3.07Bvs $1.74B+43%
Related on invest-like
Key terms in this analysis
Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.