COMP <GO>
EVR vs JPM // RETURN ON INVESTED CAPITAL (ROIC)
Evercore Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: EVR 7
— JPM 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: EVR
LAST: $290.50 (-2.38%) • MKT CAP: $11.44B
roic
30.30%
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
roic
17.37%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (EVR VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | EVR | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 30.30% | 17.37% | +12.93 | EVR | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.0x | 9.7x | +3.33 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 9.45% | -18.14% | +27.59 | EVR | /fcf-yield <GO> |
| Operating Margin | 18.60% | 42.07% | -23.47 | JPM | /operating-margins <GO> |
| Net Profit Margin | 15.30% | 32.63% | -17.33 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 29.50% | 13.53% | +15.97 | EVR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.26% | 1.96% | -0.70 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.57 | 0.37 | +4.20 | EVR | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 2/9 | +7.00 | EVR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.40% | 4.84% | +2.56 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 64.6 | 49.0 | +15.52 | EVR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.15 | 1.00 | +0.15 | EVR | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.2x | 13.6x | +2.63 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $11.44B | $895.92B | -$884.47B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | EVR REV | JPM REV | EVR GROSS % | JPM GROSS % | EVR FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.88B | $182.45B | 44.0% | — | $1.08B | -$147.78B |
| FY 2024 | $3.00B | $177.56B | 44.0% | — | $853.3M | -$42.01B |
| FY 2023 | $2.44B | $158.10B | 44.0% | — | $348.0M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
EVR // BETA 1.15
JPM // BETA 1.00