Stock comparison
Evercore
W. R. Berkley
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
WRB
W. R. Berkley
Market cap
$25.14B
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 | WRB | Winner |
|---|---|---|---|
| Warren Buffett | 71B | 61C | EVR |
| Benjamin Graham | 74B | 56C | EVR |
| Philip Fisher | 49D | 45D | EVR |
| Peter Lynch | 26F | 40D | WRB |
| Joel Greenblatt | 45D | 28F | EVR |
| Charlie Munger | 69C | 38D | EVR |
| Terry Smith | 66B | 42D | EVR |
Side-by-side metrics
| Metric | EVR | WRB |
|---|---|---|
| Market cap | $13.39B | $25.14B |
| P/E (TTM) | 17.4x | 14.1x |
| EV/EBIT | 16.1x | 11.0x |
| ROIC (TTM) | 20.1% | 11.01% |
| Gross margin | 98.95% | 26.14% |
| Net margin | 16.3% | 12.64% |
| Revenue CAGR 5y | 4.08% | 11.67% |
| EPS CAGR 5y | -4.63% | 16.17% |
| Debt / Equity | 0.6x | 0.3x |
| Dividend yield | 1.01% | 2.76% |
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 26.14%+74%
- ROIC (TTM)20.1%vs 11.01%+45%
- Net margin16.3%vs 12.64%+22%
WRB leads on
- EPS CAGR 5y16.17%vs -4.63%+129%
- Revenue CAGR 5y11.67%vs 4.08%+65%
- Dividend yield2.76%vs 1.01%+63%
- 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.