Stock comparison
Evercore
Nuveen AMT-Free Quality Municipal Income 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
NEA
Nuveen AMT-Free Quality Municipal Income Fund
Market cap
$3.38B
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 | NEA | Winner |
|---|---|---|---|
| Warren Buffett | 71B | 54C | EVR |
| Benjamin Graham | 74B | 40D | EVR |
| Philip Fisher | 49D | 55D | NEA |
| Peter Lynch | 26F | 25F | EVR |
| Joel Greenblatt | 45D | 78C | NEA |
| Charlie Munger | 69C | 58D | EVR |
| Terry Smith | 66B | 59C | EVR |
Side-by-side metrics
| Metric | EVR | NEA |
|---|---|---|
| Market cap | $13.39B | $3.38B |
| P/E (TTM) | 17.4x | 40.8x |
| EV/EBIT | 16.1x | 36.6x |
| ROIC (TTM) | 20.1% | -5.93% |
| Gross margin | 98.95% | 80.83% |
| Net margin | 16.3% | 34.49% |
| Revenue CAGR 5y | 4.08% | -4.17% |
| EPS CAGR 5y | -4.63% | -11.49% |
| Debt / Equity | 0.6x | 0.7x |
| Dividend yield | 1.01% | 7.43% |
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 -4.17%+198%
- ROIC (TTM)20.1%vs -5.93%+103%
- Market cap$13.39Bvs $3.38B+75%
- EPS CAGR 5y-4.63%vs -11.49%+60%
NEA leads on
- Dividend yield7.43%vs 1.01%+86%
- Net margin34.49%vs 16.3%+53%
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.