Stock comparison
Evercore
Heritage Insurance Holdings
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
HRTG
Heritage Insurance Holdings
Market cap
$694.41M
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 | HRTG | Winner |
|---|---|---|---|
| Warren Buffett | 71B | 50C | EVR |
| Benjamin Graham | 74B | 20F | EVR |
| Philip Fisher | 49D | 47D | EVR |
| Peter Lynch | 26F | 49D | HRTG |
| Joel Greenblatt | 45D | 47D | HRTG |
| Charlie Munger | 69C | 55D | EVR |
| Terry Smith | 66B | 53C | EVR |
Side-by-side metrics
| Metric | EVR | HRTG |
|---|---|---|
| Market cap | $13.39B | $694.41M |
| P/E (TTM) | 17.4x | 3.4x |
| EV/EBIT | 16.1x | 1.0x |
| ROIC (TTM) | 20.1% | 28.87% |
| Gross margin | 98.95% | 51.16% |
| Net margin | 16.3% | 25.99% |
| Revenue CAGR 5y | 4.08% | 7.62% |
| EPS CAGR 5y | -4.63% | - |
| Debt / Equity | 0.6x | 0.2x |
| Dividend yield | 1.01% | 0.0% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
EVR leads on
- Dividend yield1.01%vs 0.0%+100%
- Market cap$13.39Bvs $694.41M+95%
- Gross margin98.95%vs 51.16%+48%
HRTG leads on
- EV/EBIT1.0xvs 16.1x+94%
- P/E (TTM)3.4xvs 17.4x+81%
- Debt / Equity0.2xvs 0.6x+69%
- Revenue CAGR 5y7.62%vs 4.08%+47%
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.