Stock comparison
Evercore
Blue Owl Capital
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
OBDC
Blue Owl Capital
Market cap
$5.47B
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 | OBDC | Winner |
|---|---|---|---|
| Warren Buffett | 71B | 59D | EVR |
| Benjamin Graham | 74B | 36D | EVR |
| Philip Fisher | 49D | 59C | OBDC |
| Peter Lynch | 26F | 42D | OBDC |
| Joel Greenblatt | 45D | 23F | EVR |
| Charlie Munger | 69C | 58D | EVR |
| Terry Smith | 66B | 56D | EVR |
Side-by-side metrics
| Metric | EVR | OBDC |
|---|---|---|
| Market cap | $13.39B | $5.47B |
| P/E (TTM) | 17.4x | 15.5x |
| EV/EBIT | 16.1x | 11.4x |
| ROIC (TTM) | 20.1% | 3.94% |
| Gross margin | 98.95% | 63.74% |
| Net margin | 16.3% | 27.51% |
| Revenue CAGR 5y | 4.08% | 17.45% |
| EPS CAGR 5y | -4.63% | -6.03% |
| Debt / Equity | 0.6x | 1.2x |
| Dividend yield | 1.01% | 13.47% |
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 3.94%+80%
- Market cap$13.39Bvs $5.47B+59%
- Debt / Equity0.6xvs 1.2x+48%
- Gross margin98.95%vs 63.74%+36%
OBDC leads on
- Dividend yield13.47%vs 1.01%+93%
- Revenue CAGR 5y17.45%vs 4.08%+77%
- Net margin27.51%vs 16.3%+41%
- EV/EBIT11.4xvs 16.1x+30%
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.