Stock comparison
Evercore
Sumitomo Mitsui Financial Group
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
SMFG
Sumitomo Mitsui Financial Group
Market cap
$86.64B
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 | SMFG | Winner |
|---|---|---|---|
| Warren Buffett | 71B | 50D | EVR |
| Benjamin Graham | 74B | 57C | EVR |
| Philip Fisher | 49D | 48D | EVR |
| Peter Lynch | 26F | 54C | SMFG |
| Joel Greenblatt | 45D | 10F | EVR |
| Charlie Munger | 69C | 43D | EVR |
| Terry Smith | 66B | 35D | EVR |
Side-by-side metrics
| Metric | EVR | SMFG |
|---|---|---|
| Market cap | $13.39B | $86.64B |
| P/E (TTM) | 17.4x | 13.6x |
| EV/EBIT | 16.1x | 2.7x |
| ROIC (TTM) | 20.1% | 0.48% |
| Gross margin | 98.95% | 53.14% |
| Net margin | 16.3% | 15.71% |
| Revenue CAGR 5y | 4.08% | 29.88% |
| EPS CAGR 5y | -4.63% | 11.4% |
| Debt / Equity | 0.6x | 3.7x |
| Dividend yield | 1.01% | 2.75% |
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 0.48%+98%
- Debt / Equity0.6xvs 3.7x+83%
- Gross margin98.95%vs 53.14%+46%
SMFG leads on
- EPS CAGR 5y11.4%vs -4.63%+141%
- Revenue CAGR 5y29.88%vs 4.08%+86%
- Market cap$86.64Bvs $13.39B+85%
- EV/EBIT2.7xvs 16.1x+83%
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.