COMP <GO>
EVR vs BAC // FREE CASH FLOW YIELD
Evercore Inc. (NYSE) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: EVR 9
— BAC 5
▲ FREE CASH FLOW YIELD LEADER: EVR
LAST: $290.50 (-2.38%) • MKT CAP: $11.44B
fcf-yield
9.45%
LAST: $50.01 (-2.21%) • MKT CAP: $357.61B
fcf-yield
2.10%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (EVR VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | EVR | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 30.30% | 2.50% | +27.80 | EVR | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.0x | 30.2x | -17.20 | EVR | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 9.45% | 2.10% | +7.35 | EVR | /fcf-yield <GO> |
| Operating Margin | 18.60% | 32.90% | -14.30 | BAC | /operating-margins <GO> |
| Net Profit Margin | 15.30% | 27.00% | -11.70 | BAC | /net-margins <GO> |
| Revenue Growth (YoY) | 29.50% | 6.80% | +22.70 | EVR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.26% | 0.00% | +1.26 | EVR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.57 | 0.45 | +4.12 | EVR | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 7/9 | +2.00 | EVR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.40% | 6.60% | +0.80 | BAC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 64.6 | 27.7 | +36.90 | EVR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.15 | 0.90 | +0.25 | EVR | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.2x | 10.9x | +5.30 | BAC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $11.44B | $357.61B | -$346.16B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | EVR REV | BAC REV | EVR GROSS % | BAC GROSS % | EVR FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.88B | $113.10B | 44.0% | 44.0% | $1.08B | $7.52B |
| FY 2024 | $3.00B | $105.86B | 44.0% | 44.0% | $853.3M | -$13.57B |
| FY 2023 | $2.44B | $102.77B | 44.0% | 44.0% | $348.0M | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
EVR // BETA 1.15
BAC // BETA 0.90