Stock comparison
Evercore
Root
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
ROOT
Root
Market cap
$804.47M
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 | ROOT | Winner |
|---|---|---|---|
| Warren Buffett | 71B | 32F | EVR |
| Benjamin Graham | 74B | 26F | EVR |
| Philip Fisher | 49D | 30F | EVR |
| Peter Lynch | 26F | 57C | ROOT |
| Joel Greenblatt | 45D | 16F | EVR |
| Charlie Munger | 69C | 18F | EVR |
| Terry Smith | 66B | 20F | EVR |
Side-by-side metrics
| Metric | EVR | ROOT |
|---|---|---|
| Market cap | $13.39B | $804.47M |
| P/E (TTM) | 17.4x | 15.6x |
| EV/EBIT | 16.1x | 9.8x |
| ROIC (TTM) | 20.1% | 3.74% |
| Gross margin | 98.95% | 28.62% |
| Net margin | 16.3% | 3.7% |
| Revenue CAGR 5y | 4.08% | 44.77% |
| EPS CAGR 5y | -4.63% | - |
| Debt / Equity | 0.6x | 0.5x |
| 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 $804.47M+94%
- ROIC (TTM)20.1%vs 3.74%+81%
- Net margin16.3%vs 3.7%+77%
ROOT leads on
- Revenue CAGR 5y44.77%vs 4.08%+91%
- EV/EBIT9.8xvs 16.1x+39%
- Debt / Equity0.5xvs 0.6x+26%
- P/E (TTM)15.6xvs 17.4x+10%
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.