Stock comparison
Evercore
Affiliated Managers Group
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
MGR
Affiliated Managers Group
Market cap
$5.97B
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 | MGR | Winner |
|---|---|---|---|
| Warren Buffett | 71B | 57C | EVR |
| Benjamin Graham | 74B | 50C | EVR |
| Philip Fisher | 49D | 56D | MGR |
| Peter Lynch | 26F | 35D | MGR |
| Joel Greenblatt | 45D | 30F | EVR |
| Charlie Munger | 69C | 57C | EVR |
| Terry Smith | 66B | 56D | EVR |
Side-by-side metrics
| Metric | EVR | MGR |
|---|---|---|
| Market cap | $13.39B | $5.97B |
| P/E (TTM) | 17.4x | 10.4x |
| EV/EBIT | 16.1x | 13.1x |
| ROIC (TTM) | 20.1% | 5.46% |
| Gross margin | 98.95% | 68.14% |
| Net margin | 16.3% | 31.89% |
| Revenue CAGR 5y | 4.08% | -0.99% |
| EPS CAGR 5y | -4.63% | 15.33% |
| Debt / Equity | 0.6x | 0.9x |
| Dividend yield | 1.01% | 0.01% |
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 -0.99%+124%
- Dividend yield1.01%vs 0.01%+99%
- ROIC (TTM)20.1%vs 5.46%+73%
- Market cap$13.39Bvs $5.97B+55%
MGR leads on
- EPS CAGR 5y15.33%vs -4.63%+130%
- Net margin31.89%vs 16.3%+49%
- P/E (TTM)10.4xvs 17.4x+40%
- EV/EBIT13.1xvs 16.1x+19%
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.