Stock comparison
Evercore
Lufax Holding
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
LU
Lufax Holding
Market cap
$687.6M
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 | LU | Winner |
|---|---|---|---|
| Warren Buffett | 71B | 17F | EVR |
| Benjamin Graham | 74B | 7F | EVR |
| Philip Fisher | 49D | 51D | LU |
| Peter Lynch | 26F | 10F | EVR |
| Joel Greenblatt | 45D | 0F | EVR |
| Charlie Munger | 69C | 40D | EVR |
| Terry Smith | 66B | 25F | EVR |
Side-by-side metrics
| Metric | EVR | LU |
|---|---|---|
| Market cap | $13.39B | $687.6M |
| P/E (TTM) | 17.4x | - |
| EV/EBIT | 16.1x | - |
| ROIC (TTM) | 20.1% | -0.21% |
| Gross margin | 98.95% | 74.93% |
| Net margin | 16.3% | -7.25% |
| Revenue CAGR 5y | 4.08% | -13.82% |
| EPS CAGR 5y | -4.63% | - |
| Debt / Equity | 0.6x | 1.0x |
| Dividend yield | 1.01% | 0.0% |
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 -7.25%+144%
- Revenue CAGR 5y4.08%vs -13.82%+129%
- ROIC (TTM)20.1%vs -0.21%+101%
- Dividend yield1.01%vs 0.0%+100%
LU leads on
- P/E (TTM)-vs 17.4x+116%
- EV/EBIT-vs 16.1x+115%
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.