COMP <GO>
EVR vs BRK-B // 10Y YIELD & FRED MACRO BETA
Evercore Inc. (NYSE) VS. Berkshire Hathaway Inc. (Class B) (NYSE) • 15-METRIC TALLY: EVR 7
— BRK-B 5
▲ 10Y YIELD & FRED MACRO BETA LEADER: EVR
LAST: $297.59 (+1.78%) • MKT CAP: $11.44B
macro-sensitivity
1.15
LAST: $541.96 (+0.30%) • MKT CAP: $1.20T
macro-sensitivity
0.61
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (EVR VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | EVR | BRK-B | 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-B | /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-B | /operating-margins <GO> |
| Net Profit Margin | 15.30% | 22.30% | -7.00 | BRK-B | /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 | — | 3.55% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 67.6 | 67.7 | -0.10 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.15 | 0.61 | +0.54 | EVR | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.2x | 24.3x | -8.14 | EVR | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $11.44B | $1.20T | -$1.18T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | EVR REV | BRK-B REV | EVR GROSS % | BRK-B GROSS % | EVR FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.88B | $371.44B | — | — | $1.08B | $25.04B |
| FY 2024 | $3.00B | $371.43B | — | — | $853.3M | $11.62B |
| FY 2023 | $2.44B | $364.48B | — | — | $348.0M | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
EVR // BETA 1.15
BRK-B // BETA 0.61