Stock comparison
Evercore
Jackson Financial
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
JXN
Jackson Financial
Market cap
$7.46B
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 | JXN | Winner |
|---|---|---|---|
| Warren Buffett | 71B | 48D | EVR |
| Benjamin Graham | 74B | 51C | EVR |
| Philip Fisher | 49D | 29F | EVR |
| Peter Lynch | 26F | 17F | EVR |
| Joel Greenblatt | 45D | 4F | EVR |
| Charlie Munger | 69C | 36D | EVR |
| Terry Smith | 66B | 40D | EVR |
Side-by-side metrics
| Metric | EVR | JXN |
|---|---|---|
| Market cap | $13.39B | $7.46B |
| P/E (TTM) | 17.4x | - |
| EV/EBIT | 16.1x | - |
| ROIC (TTM) | 20.1% | -0.1% |
| Gross margin | 98.95% | 102.95% |
| Net margin | 16.3% | -6.36% |
| Revenue CAGR 5y | 4.08% | 4.98% |
| EPS CAGR 5y | -4.63% | - |
| Debt / Equity | 0.6x | 0.5x |
| Dividend yield | 1.01% | 3.0% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
EVR leads on
- Net margin16.3%vs -6.36%+139%
- ROIC (TTM)20.1%vs -0.1%+101%
- Market cap$13.39Bvs $7.46B+44%
JXN leads on
- P/E (TTM)-vs 17.4x+185%
- EV/EBIT-vs 16.1x+128%
- Dividend yield3.0%vs 1.01%+66%
- Debt / Equity0.5xvs 0.6x+22%
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.