Stock comparison
Evercore
The Travelers Companies
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
TRV
The Travelers Companies
Market cap
$65.17B
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 | TRV | Winner |
|---|---|---|---|
| Warren Buffett | 71B | 61C | EVR |
| Benjamin Graham | 74B | 46D | EVR |
| Philip Fisher | 49D | 50C | TRV |
| Peter Lynch | 26F | 36D | TRV |
| Joel Greenblatt | 45D | 36D | EVR |
| Charlie Munger | 69C | 44D | EVR |
| Terry Smith | 66B | 47D | EVR |
Side-by-side metrics
| Metric | EVR | TRV |
|---|---|---|
| Market cap | $13.39B | $65.17B |
| P/E (TTM) | 17.4x | 8.5x |
| EV/EBIT | 16.1x | 9.3x |
| ROIC (TTM) | 20.1% | 15.7% |
| Gross margin | 98.95% | 44.02% |
| Net margin | 16.3% | 15.54% |
| Revenue CAGR 5y | 4.08% | 8.82% |
| EPS CAGR 5y | -4.63% | 17.45% |
| Debt / Equity | 0.6x | 0.3x |
| Dividend yield | 1.01% | 1.47% |
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 44.02%+56%
- ROIC (TTM)20.1%vs 15.7%+22%
TRV leads on
- EPS CAGR 5y17.45%vs -4.63%+127%
- Market cap$65.17Bvs $13.39B+79%
- Revenue CAGR 5y8.82%vs 4.08%+54%
- Debt / Equity0.3xvs 0.6x+53%
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.