Stock comparison
Evercore
Bank OZK
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
OZKAP
Bank OZK
Market cap
$1.83B
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 | OZKAP | Winner |
|---|---|---|---|
| Warren Buffett | 71B | 52C | EVR |
| Benjamin Graham | 74B | 43D | EVR |
| Philip Fisher | 49D | 52C | OZKAP |
| Peter Lynch | 26F | 43D | OZKAP |
| Joel Greenblatt | 45D | 22F | EVR |
| Charlie Munger | 69C | 44D | EVR |
| Terry Smith | 66B | 50D | EVR |
Side-by-side metrics
| Metric | EVR | OZKAP |
|---|---|---|
| Market cap | $13.39B | $1.83B |
| P/E (TTM) | 17.4x | 7.4x |
| EV/EBIT | 16.1x | 4.6x |
| ROIC (TTM) | 20.1% | 1.7% |
| Gross margin | 98.95% | 55.8% |
| Net margin | 16.3% | 25.27% |
| Revenue CAGR 5y | 4.08% | 24.0% |
| EPS CAGR 5y | -4.63% | 8.45% |
| Debt / Equity | 0.6x | 0.1x |
| Dividend yield | 1.01% | 3.85% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
EVR leads on
- ROIC (TTM)20.1%vs 1.7%+92%
- Market cap$13.39Bvs $1.83B+86%
- Gross margin98.95%vs 55.8%+44%
OZKAP leads on
- EPS CAGR 5y8.45%vs -4.63%+155%
- Revenue CAGR 5y24.0%vs 4.08%+83%
- Debt / Equity0.1xvs 0.6x+79%
- Dividend yield3.85%vs 1.01%+74%
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.