Stock comparison
Evercore
BlackRock MuniHoldings Fund
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
MHD
BlackRock MuniHoldings Fund
Market cap
$593.89M
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 | MHD | Winner |
|---|---|---|---|
| Warren Buffett | 71B | 23F | EVR |
| Benjamin Graham | 74B | 32F | EVR |
| Philip Fisher | 49D | 27F | EVR |
| Peter Lynch | 26F | 9F | EVR |
| Joel Greenblatt | 45D | 2F | EVR |
| Charlie Munger | 69C | 26F | EVR |
| Terry Smith | 66B | 19F | EVR |
Side-by-side metrics
| Metric | EVR | MHD |
|---|---|---|
| Market cap | $13.39B | $593.89M |
| P/E (TTM) | 17.4x | - |
| EV/EBIT | 16.1x | - |
| ROIC (TTM) | 20.1% | -1.47% |
| Gross margin | 98.95% | 145.66% |
| Net margin | 16.3% | -82.12% |
| Revenue CAGR 5y | 4.08% | -13.38% |
| EPS CAGR 5y | -4.63% | - |
| Debt / Equity | 0.6x | 0.7x |
| Dividend yield | 1.01% | 6.21% |
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 -13.38%+130%
- Net margin16.3%vs -82.12%+120%
- ROIC (TTM)20.1%vs -1.47%+107%
- Market cap$13.39Bvs $593.89M+96%
MHD leads on
- P/E (TTM)-vs 17.4x+194%
- EV/EBIT-vs 16.1x+141%
- Dividend yield6.21%vs 1.01%+84%
- Gross margin145.66%vs 98.95%+32%
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.