Stock comparison
Evercore
HSBC Holdings
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
HSBC
HSBC Holdings
Market cap
$316.25B
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 | HSBC | Winner |
|---|---|---|---|
| Warren Buffett | 71B | 56D | EVR |
| Benjamin Graham | 74B | 51C | EVR |
| Philip Fisher | 49D | 53C | HSBC |
| Peter Lynch | 26F | 51C | HSBC |
| Joel Greenblatt | 45D | 30F | EVR |
| Charlie Munger | 69C | 43D | EVR |
| Terry Smith | 66B | 46D | EVR |
Side-by-side metrics
| Metric | EVR | HSBC |
|---|---|---|
| Market cap | $13.39B | $316.25B |
| P/E (TTM) | 17.4x | 14.0x |
| EV/EBIT | 16.1x | 17.5x |
| ROIC (TTM) | 20.1% | 0.65% |
| Gross margin | 98.95% | 49.29% |
| Net margin | 16.3% | 17.67% |
| Revenue CAGR 5y | 4.08% | 18.91% |
| EPS CAGR 5y | -4.63% | 18.19% |
| Debt / Equity | 0.6x | 2.4x |
| Dividend yield | 1.01% | 4.11% |
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 0.65%+97%
- Debt / Equity0.6xvs 2.4x+75%
- Gross margin98.95%vs 49.29%+50%
- EV/EBIT16.1xvs 17.5x+8%
HSBC leads on
- EPS CAGR 5y18.19%vs -4.63%+125%
- Market cap$316.25Bvs $13.39B+96%
- Revenue CAGR 5y18.91%vs 4.08%+78%
- Dividend yield4.11%vs 1.01%+75%
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.