Stock comparison
Evercore
UMB 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
UMBF
UMB Financial
Market cap
$9.97B
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 | UMBF | Winner |
|---|---|---|---|
| Warren Buffett | 71B | 55D | EVR |
| Benjamin Graham | 74B | 31F | EVR |
| Philip Fisher | 49D | 54C | UMBF |
| Peter Lynch | 26F | 51C | UMBF |
| Joel Greenblatt | 45D | 27F | EVR |
| Charlie Munger | 69C | 49D | EVR |
| Terry Smith | 66B | 47D | EVR |
Side-by-side metrics
| Metric | EVR | UMBF |
|---|---|---|
| Market cap | $13.39B | $9.97B |
| P/E (TTM) | 17.4x | 10.7x |
| EV/EBIT | 16.1x | 14.2x |
| ROIC (TTM) | 20.1% | 1.02% |
| Gross margin | 98.95% | 56.67% |
| Net margin | 16.3% | 19.79% |
| Revenue CAGR 5y | 4.08% | 37.53% |
| EPS CAGR 5y | -4.63% | 5.92% |
| Debt / Equity | 0.6x | 0.5x |
| Dividend yield | 1.01% | 1.33% |
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 1.02%+95%
- Gross margin98.95%vs 56.67%+43%
- Market cap$13.39Bvs $9.97B+26%
UMBF leads on
- EPS CAGR 5y5.92%vs -4.63%+178%
- Revenue CAGR 5y37.53%vs 4.08%+89%
- P/E (TTM)10.7xvs 17.4x+38%
- Dividend yield1.33%vs 1.01%+24%
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.