Stock comparison
Evercore
Interactive Brokers Group
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
IBKR
Interactive Brokers Group
Market cap
$139.91B
Sector
Financials
Overall winner
Interactive Brokers Group IBKR
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | EVR | IBKR | Winner |
|---|---|---|---|
| Warren Buffett | 71B | 62D | EVR |
| Benjamin Graham | 74B | 97A | IBKR |
| Philip Fisher | 49D | 72C | IBKR |
| Peter Lynch | 26F | 75B | IBKR |
| Joel Greenblatt | 45D | 22F | EVR |
| Charlie Munger | 69C | 58D | EVR |
| Terry Smith | 66B | 48D | EVR |
Side-by-side metrics
| Metric | EVR | IBKR |
|---|---|---|
| Market cap | $13.39B | $139.91B |
| P/E (TTM) | 17.4x | 37.3x |
| EV/EBIT | 16.1x | 14.0x |
| ROIC (TTM) | 20.1% | 3.84% |
| Gross margin | 98.95% | 91.74% |
| Net margin | 16.3% | 9.77% |
| Revenue CAGR 5y | 4.08% | 36.59% |
| EPS CAGR 5y | -4.63% | 28.52% |
| Debt / Equity | 0.6x | 5.7x |
| Dividend yield | 1.01% | 0.37% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
EVR leads on
- Debt / Equity0.6xvs 5.7x+89%
- ROIC (TTM)20.1%vs 3.84%+81%
- Dividend yield1.01%vs 0.37%+63%
- P/E (TTM)17.4xvs 37.3x+53%
IBKR leads on
- EPS CAGR 5y28.52%vs -4.63%+116%
- Market cap$139.91Bvs $13.39B+90%
- Revenue CAGR 5y36.59%vs 4.08%+89%
- EV/EBIT14.0xvs 16.1x+13%
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.