COMP <GO>
EVR vs BRK-A // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Evercore Inc. (NYSE) VS. Berkshire Hathaway Inc. (Class A) (NYSE) • 15-METRIC TALLY: EVR 7
— BRK-A 5
■ METRIC PARITY
LAST: $290.50 (-2.38%) • MKT CAP: $11.17B
options-implied-move
—
LAST: $815,600.00 (-0.23%) • MKT CAP: $1.20T
options-implied-move
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (EVR VS. BRK-A)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | EVR | BRK-A | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 30.30% | 11.47% | +18.83 | EVR | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.0x | 9.7x | +3.32 | BRK-A | /valuation <GO> |
| Free Cash Flow Yield | 9.45% | 2.09% | +7.36 | EVR | /fcf-yield <GO> |
| Operating Margin | 18.60% | 27.80% | -9.20 | BRK-A | /operating-margins <GO> |
| Net Profit Margin | 15.30% | 22.30% | -7.00 | BRK-A | /net-margins <GO> |
| Revenue Growth (YoY) | 29.50% | 3.93% | +25.57 | EVR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.26% | 0.00% | +1.26 | EVR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 4/9 | +5.00 | EVR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 61.5 | 66.0 | -4.50 | BRK-A | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.15 | 1.13 | +0.02 | EVR | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.2x | 24.3x | -8.14 | EVR | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $11.17B | $1.20T | -$1.19T | BRK-A | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | EVR REV | BRK-A REV | EVR GROSS % | BRK-A GROSS % | EVR FCF | BRK-A FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.88B | $247.24B | — | — | $1.08B | $25.04B |
| FY 2024 | $3.00B | $249.71B | — | — | $853.3M | $11.62B |
| FY 2023 | $2.44B | $254.91B | — | — | $348.0M | $37.73B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
EVR // BETA 1.15
BRK-A // BETA 1.13