Stock comparison
Evercore
Oaktree Capital Group, LLC
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
OAK-PB
Oaktree Capital Group, LLC
Market cap
$2.44B
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 | OAK-PB | Winner |
|---|---|---|---|
| Warren Buffett | 71B | 48D | EVR |
| Benjamin Graham | 74B | 37D | EVR |
| Philip Fisher | 49D | 40D | EVR |
| Peter Lynch | 26F | 26F | Tie |
| Joel Greenblatt | 45D | 36D | EVR |
| Charlie Munger | 69C | 62C | EVR |
| Terry Smith | 66B | 59C | EVR |
Side-by-side metrics
| Metric | EVR | OAK-PB |
|---|---|---|
| Market cap | $13.39B | $2.44B |
| P/E (TTM) | 17.4x | 8.3x |
| EV/EBIT | 16.1x | 5.6x |
| ROIC (TTM) | 20.1% | 31.2% |
| Gross margin | 98.95% | 100.77% |
| Net margin | 16.3% | 53.44% |
| Revenue CAGR 5y | 4.08% | -17.87% |
| EPS CAGR 5y | -4.63% | -26.32% |
| Debt / Equity | 0.6x | 0.6x |
| Dividend yield | 1.01% | 7.95% |
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 -17.87%+123%
- EPS CAGR 5y-4.63%vs -26.32%+82%
- Market cap$13.39Bvs $2.44B+82%
OAK-PB leads on
- ROIC (TTM)31.2%vs 20.1%+99%
- Dividend yield7.95%vs 1.01%+87%
- Net margin53.44%vs 16.3%+69%
- EV/EBIT5.6xvs 16.1x+65%
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.