Stock comparison
Evercore
Neuberger Next Generation Connectivity 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
NBXG
Neuberger Next Generation Connectivity Fund
Market cap
$1.26B
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 | NBXG | Winner |
|---|---|---|---|
| Warren Buffett | 71B | 31F | EVR |
| Benjamin Graham | 74B | 19F | EVR |
| Philip Fisher | 49D | 52C | NBXG |
| Peter Lynch | 26F | 58C | NBXG |
| Joel Greenblatt | 45D | 44D | EVR |
| Charlie Munger | 69C | 45D | EVR |
| Terry Smith | 66B | 41D | EVR |
Side-by-side metrics
| Metric | EVR | NBXG |
|---|---|---|
| Market cap | $13.39B | $1.26B |
| P/E (TTM) | 17.4x | 3.8x |
| EV/EBIT | 16.1x | 3.8x |
| ROIC (TTM) | 20.1% | 23.4% |
| Gross margin | 98.95% | 100.0% |
| Net margin | 16.3% | 98.6% |
| Revenue CAGR 5y | 4.08% | - |
| EPS CAGR 5y | -4.63% | - |
| Debt / Equity | 0.6x | - |
| Dividend yield | 1.01% | 8.79% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
EVR leads on
- Market cap$13.39Bvs $1.26B+91%
NBXG leads on
- Debt / Equity-vs 0.6x+100%
- Dividend yield8.79%vs 1.01%+89%
- Net margin98.6%vs 16.3%+83%
- P/E (TTM)3.8xvs 17.4x+78%
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.