Stock comparison
Evercore
SoFi Technologies
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
SOFI
SoFi Technologies
Market cap
$20.04B
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 | SOFI | Winner |
|---|---|---|---|
| Warren Buffett | 71B | 38D | EVR |
| Benjamin Graham | 74B | 36D | EVR |
| Philip Fisher | 49D | 56C | SOFI |
| Peter Lynch | 26F | 63C | SOFI |
| Joel Greenblatt | 45D | 44D | EVR |
| Charlie Munger | 69C | 37D | EVR |
| Terry Smith | 66B | 35D | EVR |
Side-by-side metrics
| Metric | EVR | SOFI |
|---|---|---|
| Market cap | $13.39B | $20.04B |
| P/E (TTM) | 17.4x | 34.1x |
| EV/EBIT | 16.1x | 34.1x |
| ROIC (TTM) | 20.1% | 1.07% |
| Gross margin | 98.95% | 76.02% |
| Net margin | 16.3% | 11.22% |
| Revenue CAGR 5y | 4.08% | 44.71% |
| EPS CAGR 5y | -4.63% | - |
| Debt / Equity | 0.6x | 0.2x |
| Dividend yield | 1.01% | 0.0% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
EVR leads on
- Dividend yield1.01%vs 0.0%+100%
- ROIC (TTM)20.1%vs 1.07%+95%
- EV/EBIT16.1xvs 34.1x+53%
- P/E (TTM)17.4xvs 34.1x+49%
SOFI leads on
- Revenue CAGR 5y44.71%vs 4.08%+91%
- Debt / Equity0.2xvs 0.6x+71%
- Market cap$20.04Bvs $13.39B+33%
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.