Stock comparison
Evercore
Nu Holdings
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
NU
Nu Holdings
Market cap
$61.65B
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 | NU | Winner |
|---|---|---|---|
| Warren Buffett | 71B | 51C | EVR |
| Benjamin Graham | 74B | 53D | EVR |
| Philip Fisher | 49D | 56C | NU |
| Peter Lynch | 26F | 100C | NU |
| Joel Greenblatt | 45D | 38D | EVR |
| Charlie Munger | 69C | 50D | EVR |
| Terry Smith | 66B | 49D | EVR |
Side-by-side metrics
| Metric | EVR | NU |
|---|---|---|
| Market cap | $13.39B | $61.65B |
| P/E (TTM) | 17.4x | 18.6x |
| EV/EBIT | 16.1x | 22.9x |
| ROIC (TTM) | 20.1% | 4.11% |
| Gross margin | 98.95% | 43.74% |
| Net margin | 16.3% | 18.15% |
| Revenue CAGR 5y | 4.08% | 80.0% |
| EPS CAGR 5y | -4.63% | - |
| Debt / Equity | 0.6x | 3.1x |
| 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
- Dividend yield1.01%vs 0.0%+100%
- Debt / Equity0.6xvs 3.1x+80%
- ROIC (TTM)20.1%vs 4.11%+80%
- Gross margin98.95%vs 43.74%+56%
NU leads on
- Revenue CAGR 5y80.0%vs 4.08%+95%
- Market cap$61.65Bvs $13.39B+78%
- Net margin18.15%vs 16.3%+10%
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.