Stock comparison
Evercore
SRH Total Return Fund
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
STEW
SRH Total Return Fund
Market cap
$1.71B
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 | STEW | Winner |
|---|---|---|---|
| Warren Buffett | 71B | 48D | EVR |
| Benjamin Graham | 74B | 49D | EVR |
| Philip Fisher | 49D | 45D | EVR |
| Peter Lynch | 26F | 36D | STEW |
| Joel Greenblatt | 45D | 46D | STEW |
| Charlie Munger | 69C | 52C | EVR |
| Terry Smith | 66B | 46D | EVR |
Side-by-side metrics
| Metric | EVR | STEW |
|---|---|---|
| Market cap | $13.39B | $1.71B |
| P/E (TTM) | 17.4x | 5.3x |
| EV/EBIT | 16.1x | 9.2x |
| ROIC (TTM) | 20.1% | 15.93% |
| Gross margin | 98.95% | 100.0% |
| Net margin | 16.3% | 99.17% |
| Revenue CAGR 5y | 4.08% | 10.46% |
| EPS CAGR 5y | -4.63% | -10.33% |
| Debt / Equity | 0.6x | 0.1x |
| 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%
- Market cap$13.39Bvs $1.71B+87%
- EPS CAGR 5y-4.63%vs -10.33%+55%
- ROIC (TTM)20.1%vs 15.93%+21%
STEW leads on
- Net margin99.17%vs 16.3%+84%
- Debt / Equity0.1xvs 0.6x+76%
- P/E (TTM)5.3xvs 17.4x+70%
- Revenue CAGR 5y10.46%vs 4.08%+61%
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.