Stock comparison
Evercore
Goldman Sachs BDC
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
GSBD
Goldman Sachs BDC
Market cap
$997.36M
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 | GSBD | Winner |
|---|---|---|---|
| Warren Buffett | 71B | 58D | EVR |
| Benjamin Graham | 74B | 36D | EVR |
| Philip Fisher | 49D | 49D | Tie |
| Peter Lynch | 26F | 28F | GSBD |
| Joel Greenblatt | 45D | 25F | EVR |
| Charlie Munger | 69C | 56D | EVR |
| Terry Smith | 66B | 53D | EVR |
Side-by-side metrics
| Metric | EVR | GSBD |
|---|---|---|
| Market cap | $13.39B | $997.36M |
| P/E (TTM) | 17.4x | 13.4x |
| EV/EBIT | 16.1x | 12.0x |
| ROIC (TTM) | 20.1% | 3.85% |
| Gross margin | 98.95% | 69.55% |
| Net margin | 16.3% | 25.87% |
| Revenue CAGR 5y | 4.08% | 1.43% |
| EPS CAGR 5y | -4.63% | -14.08% |
| Debt / Equity | 0.6x | 1.4x |
| Dividend yield | 1.01% | 19.83% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
EVR leads on
- Market cap$13.39Bvs $997.36M+93%
- ROIC (TTM)20.1%vs 3.85%+81%
- EPS CAGR 5y-4.63%vs -14.08%+67%
- Revenue CAGR 5y4.08%vs 1.43%+65%
GSBD leads on
- Dividend yield19.83%vs 1.01%+95%
- Net margin25.87%vs 16.3%+37%
- EV/EBIT12.0xvs 16.1x+26%
- P/E (TTM)13.4xvs 17.4x+23%
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.