Stock comparison
Evercore
SEI Investments
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
SEIC
SEI Investments
Market cap
$10.89B
Sector
Financials
Overall winner
SEI Investments SEIC
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | EVR | SEIC | Winner |
|---|---|---|---|
| Warren Buffett | 71B | 63C | EVR |
| Benjamin Graham | 74B | 69B | EVR |
| Philip Fisher | 49D | 58C | SEIC |
| Peter Lynch | 26F | 42D | SEIC |
| Joel Greenblatt | 45D | 45D | Tie |
| Charlie Munger | 69C | 63C | EVR |
| Terry Smith | 66B | 61C | EVR |
Side-by-side metrics
| Metric | EVR | SEIC |
|---|---|---|
| Market cap | $13.39B | $10.89B |
| P/E (TTM) | 17.4x | 14.9x |
| EV/EBIT | 16.1x | 16.9x |
| ROIC (TTM) | 20.1% | 17.1% |
| Gross margin | 98.95% | 60.34% |
| Net margin | 16.3% | 31.17% |
| Revenue CAGR 5y | 4.08% | 4.61% |
| EPS CAGR 5y | -4.63% | 10.45% |
| Debt / Equity | 0.6x | 0.0x |
| Dividend yield | 1.01% | 1.12% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
EVR leads on
- Gross margin98.95%vs 60.34%+39%
- Market cap$13.39Bvs $10.89B+19%
- ROIC (TTM)20.1%vs 17.1%+15%
SEIC leads on
- EPS CAGR 5y10.45%vs -4.63%+144%
- Debt / Equity0.0xvs 0.6x+97%
- Net margin31.17%vs 16.3%+48%
- P/E (TTM)14.9xvs 17.4x+14%
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.