Stock comparison
Evercore
Oxford Square Capital Corp. 5.50% Notes due 2028
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
EVR
Evercore
Market cap
$13.39B
Sector
Financials
OXSQG
Oxford Square Capital Corp. 5.50% Notes due 2028
Market cap
$1.99B
Sector
Financials
Overall winner
Evercore EVR
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | EVR | OXSQG | Winner |
|---|---|---|---|
| Warren Buffett | 71B | 17F | EVR |
| Benjamin Graham | 74B | 44D | EVR |
| Philip Fisher | 49D | 32F | EVR |
| Peter Lynch | 26F | 22F | EVR |
| Joel Greenblatt | 45D | 6F | EVR |
| Charlie Munger | 69C | 42D | EVR |
| Terry Smith | 66B | 29F | EVR |
Side-by-side metrics
| Metric | EVR | OXSQG |
|---|---|---|
| Market cap | $13.39B | $1.99B |
| P/E (TTM) | 17.4x | - |
| EV/EBIT | 16.1x | - |
| ROIC (TTM) | 20.1% | -11.06% |
| Gross margin | 98.95% | 2.45% |
| Net margin | 16.3% | 7.82% |
| Revenue CAGR 5y | 4.08% | -10.82% |
| EPS CAGR 5y | -4.63% | - |
| Debt / Equity | 0.6x | 1.2x |
| Dividend yield | 1.01% | 24.0% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
EVR leads on
- ROIC (TTM)20.1%vs -11.06%+155%
- Revenue CAGR 5y4.08%vs -10.82%+138%
- Market cap$13.39Bvs $1.99B+85%
- Debt / Equity0.6xvs 1.2x+50%
OXSQG leads on
- EV/EBIT-vs 16.1x+155%
- P/E (TTM)-vs 17.4x+125%
- Net margin7.82%vs 16.3%+98%
- Dividend yield24.0%vs 1.01%+96%
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.