Stock comparison
Evercore
Truist Financial
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
TFC
Truist Financial
Market cap
$60.28B
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 | TFC | Winner |
|---|---|---|---|
| Warren Buffett | 71B | 42D | EVR |
| Benjamin Graham | 74B | 15F | EVR |
| Philip Fisher | 49D | 39D | EVR |
| Peter Lynch | 26F | 26F | Tie |
| Joel Greenblatt | 45D | 36D | EVR |
| Charlie Munger | 69C | 43D | EVR |
| Terry Smith | 66B | 42D | EVR |
Side-by-side metrics
| Metric | EVR | TFC |
|---|---|---|
| Market cap | $13.39B | $60.28B |
| P/E (TTM) | 17.4x | 10.6x |
| EV/EBIT | 16.1x | 19.4x |
| ROIC (TTM) | 20.1% | 1.01% |
| Gross margin | 98.95% | 62.92% |
| Net margin | 16.3% | 18.14% |
| Revenue CAGR 5y | 4.08% | 7.18% |
| EPS CAGR 5y | -4.63% | -3.82% |
| Debt / Equity | 0.6x | 1.1x |
| Dividend yield | 1.01% | 4.43% |
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 1.01%+95%
- Debt / Equity0.6xvs 1.1x+43%
- Gross margin98.95%vs 62.92%+36%
- EV/EBIT16.1xvs 19.4x+17%
TFC leads on
- Market cap$60.28Bvs $13.39B+78%
- Dividend yield4.43%vs 1.01%+77%
- Revenue CAGR 5y7.18%vs 4.08%+43%
- P/E (TTM)10.6xvs 17.4x+39%
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.