Stock comparison
Evercore
KKR Group Finance Co. IX LLC 4.
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
KKRS
KKR Group Finance Co. IX LLC 4.
Market cap
$14.48B
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 | KKRS | Winner |
|---|---|---|---|
| Warren Buffett | 71B | 53C | EVR |
| Benjamin Graham | 74B | 8F | EVR |
| Philip Fisher | 49D | 77D | KKRS |
| Peter Lynch | 26F | 57C | KKRS |
| Joel Greenblatt | 45D | 48D | KKRS |
| Charlie Munger | 69C | 76D | KKRS |
| Terry Smith | 66B | 74C | KKRS |
Side-by-side metrics
| Metric | EVR | KKRS |
|---|---|---|
| Market cap | $13.39B | $14.48B |
| P/E (TTM) | 17.4x | - |
| EV/EBIT | 16.1x | 0.4x |
| ROIC (TTM) | 20.1% | 69.26% |
| Gross margin | 98.95% | 78.58% |
| Net margin | 16.3% | -1.07% |
| Revenue CAGR 5y | 4.08% | -5.9% |
| EPS CAGR 5y | -4.63% | 88.84% |
| Debt / Equity | 0.6x | - |
| Dividend yield | 1.01% | 7.03% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
EVR leads on
- Revenue CAGR 5y4.08%vs -5.9%+169%
- Net margin16.3%vs -1.07%+107%
- Gross margin98.95%vs 78.58%+21%
KKRS leads on
- P/E (TTM)-vs 17.4x+126%
- EPS CAGR 5y88.84%vs -4.63%+105%
- Debt / Equity-vs 0.6x+100%
- EV/EBIT0.4xvs 16.1x+98%
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.