Stock comparison
Evercore
Morgan Stanley
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
MS
Morgan Stanley
Market cap
$317.08B
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 | MS | Winner |
|---|---|---|---|
| Warren Buffett | 71B | 59D | EVR |
| Benjamin Graham | 74B | 69C | EVR |
| Philip Fisher | 49D | 44D | EVR |
| Peter Lynch | 26F | 68C | MS |
| Joel Greenblatt | 45D | 42D | EVR |
| Charlie Munger | 69C | 45D | EVR |
| Terry Smith | 66B | 47D | EVR |
Side-by-side metrics
| Metric | EVR | MS |
|---|---|---|
| Market cap | $13.39B | $317.08B |
| P/E (TTM) | 17.4x | 17.3x |
| EV/EBIT | 16.1x | 26.3x |
| ROIC (TTM) | 20.1% | 1.94% |
| Gross margin | 98.95% | 57.99% |
| Net margin | 16.3% | 15.13% |
| Revenue CAGR 5y | 4.08% | 18.77% |
| EPS CAGR 5y | -4.63% | 6.1% |
| Debt / Equity | 0.6x | 3.4x |
| Dividend yield | 1.01% | 1.99% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
EVR leads on
- ROIC (TTM)20.1%vs 1.94%+90%
- Debt / Equity0.6xvs 3.4x+82%
- Gross margin98.95%vs 57.99%+41%
- EV/EBIT16.1xvs 26.3x+39%
MS leads on
- EPS CAGR 5y6.1%vs -4.63%+176%
- Market cap$317.08Bvs $13.39B+96%
- Revenue CAGR 5y18.77%vs 4.08%+78%
- Dividend yield1.99%vs 1.01%+50%
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.