Stock comparison
Evercore
The Western Union
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
WU
The Western Union
Market cap
$2.62B
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 | WU | Winner |
|---|---|---|---|
| Warren Buffett | 71B | 47D | EVR |
| Benjamin Graham | 74B | 63C | EVR |
| Philip Fisher | 49D | 31F | EVR |
| Peter Lynch | 26F | 14F | EVR |
| Joel Greenblatt | 45D | 33F | EVR |
| Charlie Munger | 69C | 45D | EVR |
| Terry Smith | 66B | 44D | EVR |
Side-by-side metrics
| Metric | EVR | WU |
|---|---|---|
| Market cap | $13.39B | $2.62B |
| P/E (TTM) | 17.4x | 6.0x |
| EV/EBIT | 16.1x | 2.2x |
| ROIC (TTM) | 20.1% | 15.2% |
| Gross margin | 98.95% | 34.02% |
| Net margin | 16.3% | 10.89% |
| Revenue CAGR 5y | 4.08% | -5.52% |
| EPS CAGR 5y | -4.63% | -6.24% |
| Debt / Equity | 0.6x | - |
| Dividend yield | 1.01% | 11.11% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
EVR leads on
- Revenue CAGR 5y4.08%vs -5.52%+174%
- Market cap$13.39Bvs $2.62B+80%
- Gross margin98.95%vs 34.02%+66%
- Net margin16.3%vs 10.89%+33%
WU leads on
- Debt / Equity-vs 0.6x+100%
- Dividend yield11.11%vs 1.01%+91%
- EV/EBIT2.2xvs 16.1x+86%
- P/E (TTM)6.0xvs 17.4x+65%
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.