Stock comparison
Evercore
Invesco Trust for Investment Grade Municipals
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
VGM
Invesco Trust for Investment Grade Municipals
Market cap
$545.57M
Sector
Financials
Overall winner
Invesco Trust for Investment Grade Municipals VGM
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | EVR | VGM | Winner |
|---|---|---|---|
| Warren Buffett | 71B | 59D | EVR |
| Benjamin Graham | 74B | 46D | EVR |
| Philip Fisher | 49D | 68C | VGM |
| Peter Lynch | 26F | 65C | VGM |
| Joel Greenblatt | 45D | 50D | VGM |
| Charlie Munger | 69C | 64D | EVR |
| Terry Smith | 66B | 66D | Tie |
Side-by-side metrics
| Metric | EVR | VGM |
|---|---|---|
| Market cap | $13.39B | $545.57M |
| P/E (TTM) | 17.4x | 32.1x |
| EV/EBIT | 16.1x | 29.7x |
| ROIC (TTM) | 20.1% | 3.23% |
| Gross margin | 98.95% | 86.17% |
| Net margin | 16.3% | 46.59% |
| Revenue CAGR 5y | 4.08% | - |
| EPS CAGR 5y | -4.63% | - |
| Debt / Equity | 0.6x | 0.6x |
| Dividend yield | 1.01% | 7.69% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
EVR leads on
- Market cap$13.39Bvs $545.57M+96%
- ROIC (TTM)20.1%vs 3.23%+84%
- P/E (TTM)17.4xvs 32.1x+46%
- EV/EBIT16.1xvs 29.7x+46%
VGM leads on
- Dividend yield7.69%vs 1.01%+87%
- Net margin46.59%vs 16.3%+65%
- Debt / Equity0.6xvs 0.6x+8%
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.