Stock comparison
Evercore
New Mountain Finance Corporation 8.250% Notes due 2028
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
NMFCZ
New Mountain Finance Corporation 8.250% Notes due 2028
Market cap
$2.39B
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 | NMFCZ | Winner |
|---|---|---|---|
| Warren Buffett | 71B | 46D | EVR |
| Benjamin Graham | 74B | 38D | EVR |
| Philip Fisher | 49D | 43D | EVR |
| Peter Lynch | 26F | 14F | EVR |
| Joel Greenblatt | 45D | 15F | EVR |
| Charlie Munger | 69C | 41D | EVR |
| Terry Smith | 66B | 35D | EVR |
Side-by-side metrics
| Metric | EVR | NMFCZ |
|---|---|---|
| Market cap | $13.39B | $2.39B |
| P/E (TTM) | 17.4x | - |
| EV/EBIT | 16.1x | 14.5x |
| ROIC (TTM) | 20.1% | 1.34% |
| Gross margin | 98.95% | 70.42% |
| Net margin | 16.3% | -25.63% |
| Revenue CAGR 5y | 4.08% | 8.51% |
| EPS CAGR 5y | -4.63% | -47.34% |
| Debt / Equity | 0.6x | 1.3x |
| Dividend yield | 1.01% | 15.86% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
EVR leads on
- Net margin16.3%vs -25.63%+164%
- ROIC (TTM)20.1%vs 1.34%+93%
- EPS CAGR 5y-4.63%vs -47.34%+90%
- Market cap$13.39Bvs $2.39B+82%
NMFCZ leads on
- P/E (TTM)-vs 17.4x+181%
- Dividend yield15.86%vs 1.01%+94%
- Revenue CAGR 5y8.51%vs 4.08%+52%
- EV/EBIT14.5xvs 16.1x+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.