Stock comparison
Evercore
Hercules 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
HCXY
Hercules Capital
Market cap
$3.52B
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 | HCXY | Winner |
|---|---|---|---|
| Warren Buffett | 71B | 45D | EVR |
| Benjamin Graham | 74B | 62C | EVR |
| Philip Fisher | 49D | 54C | HCXY |
| Peter Lynch | 26F | 62C | HCXY |
| Joel Greenblatt | 45D | 30F | EVR |
| Charlie Munger | 69C | 50C | EVR |
| Terry Smith | 66B | 44D | EVR |
Side-by-side metrics
| Metric | EVR | HCXY |
|---|---|---|
| Market cap | $13.39B | $3.52B |
| P/E (TTM) | 17.4x | 15.8x |
| EV/EBIT | 16.1x | 8.1x |
| ROIC (TTM) | 20.1% | 4.54% |
| Gross margin | 98.95% | 95.77% |
| Net margin | 16.3% | 52.14% |
| Revenue CAGR 5y | 4.08% | 15.03% |
| EPS CAGR 5y | -4.63% | 6.09% |
| Debt / Equity | 0.6x | 0.0x |
| Dividend yield | 1.01% | 6.26% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
EVR leads on
- Market cap$13.39Bvs $3.52B+74%
HCXY leads on
- EPS CAGR 5y6.09%vs -4.63%+176%
- Debt / Equity0.0xvs 0.6x+99%
- ROIC (TTM)4.54%vs 20.1%+96%
- Dividend yield6.26%vs 1.01%+84%
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.