Stock comparison
Brookfield Wealth Solutions
Evercore
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
BNT
Brookfield Wealth Solutions
Market cap
$15.08B
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 | BNT | EVR | Winner |
|---|---|---|---|
| Warren Buffett | 32F | 71B | EVR |
| Benjamin Graham | 20F | 74B | EVR |
| Philip Fisher | 43D | 49D | EVR |
| Peter Lynch | 57C | 26F | BNT |
| Joel Greenblatt | 13F | 45D | EVR |
| Charlie Munger | 26F | 69C | EVR |
| Terry Smith | 25F | 66B | EVR |
Side-by-side metrics
| Metric | BNT | EVR |
|---|---|---|
| Market cap | $15.08B | $13.39B |
| P/E (TTM) | 26.3x | 17.4x |
| EV/EBIT | 10.0x | 16.1x |
| ROIC (TTM) | 0.37% | 20.1% |
| Gross margin | 43.33% | 98.95% |
| Net margin | 4.57% | 16.3% |
| Revenue CAGR 5y | 83.99% | 4.08% |
| EPS CAGR 5y | - | -4.63% |
| Debt / Equity | 0.3x | 0.6x |
| Dividend yield | 0.55% | 1.01% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
BNT leads on
- Revenue CAGR 5y83.99%vs 4.08%+95%
- Debt / Equity0.3xvs 0.6x+46%
- EV/EBIT10.0xvs 16.1x+38%
- Market cap$15.08Bvs $13.39B+11%
EVR leads on
- ROIC (TTM)20.1%vs 0.37%+98%
- Net margin16.3%vs 4.57%+72%
- Gross margin98.95%vs 43.33%+56%
- Dividend yield1.01%vs 0.55%+45%
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.