Stock comparison
Axos Financial
Evercore
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
AX
Axos Financial
Market cap
$4.9B
Sector
Financials
EVR
Evercore
Market cap
$13.39B
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 | AX | EVR | Winner |
|---|---|---|---|
| Warren Buffett | 57C | 71B | EVR |
| Benjamin Graham | 39D | 74B | EVR |
| Philip Fisher | 64C | 49D | AX |
| Peter Lynch | 50C | 26F | AX |
| Joel Greenblatt | 26F | 45D | EVR |
| Charlie Munger | 57C | 69C | EVR |
| Terry Smith | 55D | 66B | EVR |
Side-by-side metrics
| Metric | AX | EVR |
|---|---|---|
| Market cap | $4.9B | $13.39B |
| P/E (TTM) | 10.3x | 17.4x |
| EV/EBIT | 10.8x | 16.1x |
| ROIC (TTM) | 7.3% | 20.1% |
| Gross margin | 62.42% | 98.95% |
| Net margin | 22.67% | 16.3% |
| Revenue CAGR 5y | 28.3% | 4.08% |
| EPS CAGR 5y | 20.25% | -4.63% |
| Debt / Equity | 0.9x | 0.6x |
| Dividend yield | 0.0% | 1.01% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
AX leads on
- EPS CAGR 5y20.25%vs -4.63%+123%
- Revenue CAGR 5y28.3%vs 4.08%+86%
- P/E (TTM)10.3xvs 17.4x+41%
- EV/EBIT10.8xvs 16.1x+33%
EVR leads on
- Dividend yield1.01%vs 0.0%+100%
- ROIC (TTM)20.1%vs 7.3%+64%
- Market cap$13.39Bvs $4.9B+63%
- Gross margin98.95%vs 62.42%+37%
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.