Stock comparison
Evercore
Blue Owl Technology Finance
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
OTF
Blue Owl Technology Finance
Market cap
$4.92B
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 | OTF | Winner |
|---|---|---|---|
| Warren Buffett | 71B | 59C | EVR |
| Benjamin Graham | 74B | 34F | EVR |
| Philip Fisher | 49D | 62C | OTF |
| Peter Lynch | 26F | 43D | OTF |
| Joel Greenblatt | 45D | 55C | OTF |
| Charlie Munger | 69C | 59C | EVR |
| Terry Smith | 66B | 59C | EVR |
Side-by-side metrics
| Metric | EVR | OTF |
|---|---|---|
| Market cap | $13.39B | $4.92B |
| P/E (TTM) | 17.4x | 12.3x |
| EV/EBIT | 16.1x | 16.6x |
| ROIC (TTM) | 20.1% | 6.02% |
| Gross margin | 98.95% | 77.3% |
| Net margin | 16.3% | 31.23% |
| Revenue CAGR 5y | 4.08% | 18.89% |
| EPS CAGR 5y | -4.63% | -12.84% |
| Debt / Equity | 0.6x | 0.9x |
| Dividend yield | 1.01% | 13.88% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
EVR leads on
- EPS CAGR 5y-4.63%vs -12.84%+64%
- Market cap$13.39Bvs $4.92B+63%
- Debt / Equity0.6xvs 0.9x+32%
- Gross margin98.95%vs 77.3%+22%
OTF leads on
- ROIC (TTM)6.02%vs 20.1%+97%
- Dividend yield13.88%vs 1.01%+93%
- Revenue CAGR 5y18.89%vs 4.08%+78%
- Net margin31.23%vs 16.3%+48%
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.