Stock comparison
Evercore
UBS Group AG
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
UBS
UBS Group AG
Market cap
$153.93B
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 | UBS | Winner |
|---|---|---|---|
| Warren Buffett | 71B | 42D | EVR |
| Benjamin Graham | 74B | 66C | EVR |
| Philip Fisher | 49D | 31F | EVR |
| Peter Lynch | 26F | 39D | UBS |
| Joel Greenblatt | 45D | 47D | UBS |
| Charlie Munger | 69C | 37D | EVR |
| Terry Smith | 66B | 30F | EVR |
Side-by-side metrics
| Metric | EVR | UBS |
|---|---|---|
| Market cap | $13.39B | $153.93B |
| P/E (TTM) | 17.4x | 18.1x |
| EV/EBIT | 16.1x | 43.3x |
| ROIC (TTM) | 20.1% | 0.46% |
| Gross margin | 98.95% | 71.91% |
| Net margin | 16.3% | 13.26% |
| Revenue CAGR 5y | 4.08% | 13.95% |
| EPS CAGR 5y | -4.63% | -2.3% |
| Debt / Equity | 0.6x | 4.2x |
| Dividend yield | 1.01% | 2.4% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
EVR leads on
- ROIC (TTM)20.1%vs 0.46%+98%
- Debt / Equity0.6xvs 4.2x+85%
- EV/EBIT16.1xvs 43.3x+63%
- Gross margin98.95%vs 71.91%+27%
UBS leads on
- Market cap$153.93Bvs $13.39B+91%
- Revenue CAGR 5y13.95%vs 4.08%+71%
- Dividend yield2.4%vs 1.01%+58%
- EPS CAGR 5y-2.3%vs -4.63%+50%
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.