Stock comparison
Evercore
Jefferson Capital
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
JCAP
Jefferson Capital
Market cap
$958.19M
Sector
Financials
Overall winner
Jefferson Capital JCAP
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | EVR | JCAP | Winner |
|---|---|---|---|
| Warren Buffett | 71B | 64D | EVR |
| Benjamin Graham | 74B | 56C | EVR |
| Philip Fisher | 49D | 77C | JCAP |
| Peter Lynch | 26F | 50C | JCAP |
| Joel Greenblatt | 45D | 28F | EVR |
| Charlie Munger | 69C | 68D | EVR |
| Terry Smith | 66B | 66D | Tie |
Side-by-side metrics
| Metric | EVR | JCAP |
|---|---|---|
| Market cap | $13.39B | $958.19M |
| P/E (TTM) | 17.4x | 6.0x |
| EV/EBIT | 16.1x | 7.5x |
| ROIC (TTM) | 20.1% | -21.8% |
| Gross margin | 98.95% | 66.75% |
| Net margin | 16.3% | 25.42% |
| Revenue CAGR 5y | 4.08% | 110.54% |
| EPS CAGR 5y | -4.63% | 18.83% |
| Debt / Equity | 0.6x | 3.2x |
| Dividend yield | 1.01% | 4.14% |
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 -21.8%+192%
- Market cap$13.39Bvs $958.19M+93%
- Debt / Equity0.6xvs 3.2x+81%
- Gross margin98.95%vs 66.75%+33%
JCAP leads on
- EPS CAGR 5y18.83%vs -4.63%+125%
- Revenue CAGR 5y110.54%vs 4.08%+96%
- Dividend yield4.14%vs 1.01%+76%
- P/E (TTM)6.0xvs 17.4x+66%
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.